NRS-12413 | Estate files [Bankstown Office, Public Trustee]

The series consists of the files relating to estates handled by the Bankstown branch. The files contain all of the legal documents and primary correspondence pertaining to a deceased estate. This material may include the following: affidavit required to be lodged with application for administration of estate (Affidavit D, HH or M); inventory of assets; statement showing basis of assessment of death duties; adjustment sheets; certificates of valuation; statutory declarations by solicitors, accountants and executors; schedules regarding real property, bank accounts, life insurance, retirement funds, unpaid wages, superannuation, mortgages, motor vehicles. The following annexures may be present; Annexure 'B' (property exempt from duty under Sections 101D or 112D); Annexure 'D'‘ (details of persons entitled to property included in the dutiable estate); information on additional assets discovered in the estate subsequent to the granting of probate; forms regarding authority to grant probate; requisitions for documents; correspondence to and from solicitors, the Stamp Duties Office, banks, stockbrokers and other institutions; forms relating to Section 122 (certificate giving clearance from the Stamp Duties Office); interest work sheets; creditors accounts; copies of certificates of title; duplicate receipts; and other papers related to the assessment of death duty. Some files contain copies of the last will and testament of the deceased (as Annexure 'E’) lodged with the Probate Office. Other information may include: the deceased’s death certificate, family tree, deeds of family arrangement, sale of real estate cover, receipts of deeds – devisee’s trust, agency or notice of death.Files prior to 1955 are arranged numerically by file number. The numbering system subsequently changed to a system of annual sequential numbering. File numbers are constructed with a numerical prefix, followed by an oblique stroke and two digits representing the year in which the file was created; for example, file number 2/55 relates to the second file created in 1955.Until 1967 the Deceased estate files also included the Damages Trusts and Section 47 files. From 1967 onwards these files were kept as a separate series and can be found at 14/4412-27. REFERENCES"The Concise Guide", 2nd Edition.

本系列档案涵盖班克斯敦分行（Bankstown branch）处理的全部遗产相关文件。此类文件包含与死者遗产相关的全部法律文书及核心往来函件，所涵盖的材料类型如下：遗产管理申请所需提交的宣誓书（宣誓书D、HH或M）、资产清单、遗产税（death duties）计税依据说明、调整明细表、估值证明、律师、会计师及遗嘱执行人出具的法定声明，以及针对不动产、银行账户、人寿保险、退休基金、未付薪酬、养老金、抵押贷款、机动车辆的财产明细表。

可能包含以下附件：附件‘B’（依据第101D或112D条免征遗产税的财产）、附件‘D’（应纳税遗产中涉及的财产权利人详情）、遗嘱认证授予后遗产中新增资产的相关信息、遗嘱认证授权相关表格、文件调取申请函、与律师、印花税署（Stamp Duties Office）、银行、股票经纪商及其他机构的往来函件、依据第122条出具的印花税署税务结清证明、利息计算表、债权人账户、产权证书副本、收据存根，以及其他与遗产税计税相关的文件。

部分文件包含提交至遗嘱认证办公室（Probate Office）的死者最后遗嘱副本（作为附件‘E’）。其他可包含的信息有：死者死亡证明、家族谱系图、家庭协议契约、不动产出售凭证、契约收据——受遗赠人信托相关文件、代理文件或死亡通知书。

1955年之前的档案按文件编号以数字顺序排列，之后编号体系变更为年度连续编号制。文件编号由数字前缀、斜杠以及代表文件创建年份的两位数字组成；例如，编号2/55即代表1955年创建的第二份档案。

1967年以前，死者遗产档案还包含损害赔偿信托（Damages Trusts）档案及第47条档案。自1967年起，此类档案被单独设为系列，馆藏编号为14/4412-27。

参考文献：《简明指南》（第2版）。