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HERROEPING VAN TESTAMENT

HERROEPING VAN TESTAMENT

1May 3, 2018May 3, 2018
By Marius VorsterIn Estates and Trusts

fhbc_may-rocketmailer_01_03Daar is verskeie situasies waar die herroeping van ‘n testament moontlik kan wees.  Byvoorbeeld, lewensveranderinge – soos huwelik, ‘n egskeiding of ‘n nuwe baba – kan ‘n invloed hê hoe u beoog om met u bates te handel by u afsterwe.

Terwyl die redes vir die verandering van ‘n testament kan wissel, is dit belangrik om te weet hoe om u huidige bedoelings in u testament te weerspieël.

Versuim om ‘n testament by veranderde omstandighede behoorlik te herroep of te verander, kan tot verwarring en duur litigasie lei.

In die meeste gevalle is die herroeping van ‘n testament redelik eenvoudig.  Oor die algemeen kan u bloot ‘n nuwe testament opstel en die ou testament vernietig.

Vernietig die ou testament: 

‘n Algemene manier om ‘n testament te herroep, is om dit heeltemal te vernietig.  U kan dit verbrand of opskeur.  Iemand anders kan die dokument ook in opdrag van u vernietig.

U mag oorweeg om alle ou testamente geheel en al te vernietig, sodat daar nie verwarring ontstaan indien daar meer as een ondertekende testament bestaan nie.

In sommige gevalle kan dit egter ook raadsaam wees as verouderde testamente deur die persoon wat die testamente opgestel het, gehou word, sodat daar duidelike rekordhouding is van die veranderinge wat versoek was en ook die redes vir die veranderinge.

Hou ook in gedagte dat sommige firmas “stoorfooie” vra om oorspronklike testamente in veilige bewaring te hou en behoort sodanige firma dus in kennis gestel te word indien hulle nie meer die laaste geldige testament in bewaring hou nie.

Opstel van ‘n nuwe testament: 

Miskien is een van die maklikste maniere om ‘n testament te herroep deur eenvoudig ‘n nuwe testament op te stel.

Die nuwe testament moet behoorlik uitgevoer word en as inleiding behoort die testament die volgende aan te dui:  “Ek herroep hiermee alle testamente en kodisille wat ek voor die datum van hierdie testament gemaak het.”

Maak veranderinge aan ‘n bestaande testament: 

‘n Testateur kan ‘n testament ook verander deur aanpassings op die testament self aan te bring of by wyse van ‘n aanhangsels tot die testament (‘n kodisil genoem) wat die gedeelte(s) van die testament wat verander moet word aanspreek.

Ons aanbeveling is egter dat die testament eerder in totaliteit herroep word, aangesien die geskrewe veranderinge tot die testament, asook die kodisil, aan sekere wetsvoorskrifte behoort te voldoen om geldig uitgevoer te kan word.

Kry professionele hulp om u testament te herroep of te verander: 

Die onbehoorlike herroeping of wysiging van ‘n testament kan rampspoedige gevolge hê, wat lei tot verwarring, litigasie en die moontlikheid verhoog dat u wense nie na u dood verstaan sal word nie.

Ons beveel dus sterk aan dat u te alle tye die herroeping of veranderinge van ‘n bestaande testament met ‘n kundige persoon bespreek.

Kontak gerus vir Marius Vorster by mvorster@bkaudit.co.za.dedi1019.jnb1.host-h.net met enige navrae.

KRIMINELE VERVOLGING VAN BELASTINGBETALERS MET UITSTAANDE BELASTINGVORMS AANGEKONDIGPERSONEELNUUS

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