Difference between revisions of "Administration"
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This page is accurate and reflects current estate administration laws across Australia as of July 2012 | This page is accurate and reflects current estate administration laws across Australia as of July 2012 | ||
− | --- | + | ---- |
+ | '''Definitions''' | ||
+ | |||
+ | [[Definition of Administration]] | ||
+ | |||
+ | [[Definition of Personal Representative]] | ||
+ | |||
+ | [[Definition of a Grant of Representation]] | ||
+ | |||
+ | |||
+ | '''CONTENTS''' | ||
[[Jurisdiction for a Grant]] | [[Jurisdiction for a Grant]] | ||
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[[Limited and Special Grants]] | [[Limited and Special Grants]] | ||
+ | |||
+ | [[Administration during the minority of the person]] | ||
+ | |||
+ | [[Administration to attorney of person entitled]] | ||
+ | |||
+ | [[Maximum Number of personal representatives]] | ||
+ | |||
+ | [[Appointment of personal representatives: order of priority for letters of administration: INTESTACY]] | ||
+ | |||
+ | [[Appointment of personal representatives: order of priority for letters of administration: WILL ANNEXED]] | ||
+ | |||
+ | [[Authorisation and consent of the person entitled to a grant to the appointment of a trustee company or the public trustee: Trustee company legislation]] | ||
+ | |||
+ | [[Authorisation and consent of the person entitled to a grant to the appointment of a trustee company or the public trustee: Public Trustee legislation]] | ||
+ | |||
+ | [[Grant of probate to the public trustee of another Australian jurisdiction: Administration legislation]] | ||
+ | |||
+ | [[Grant of probate to the public trustee of another Australian jurisdiction: Public trustee legislation]] | ||
+ | |||
+ | [[Executors by representation]] | ||
+ | |||
+ | [[Administrators by Representation]] | ||
+ | |||
+ | [[Rights and Liabilities of executor or administrator by representation]] | ||
+ | |||
+ | [[Break in the chain of representation]] | ||
+ | |||
+ | [[Notice provisions: Original grants]] | ||
+ | |||
+ | [[Notice provisions: Resealing of grants]] | ||
+ | |||
+ | [[Caveats: Original grants]] | ||
+ | |||
+ | [[Caveats: Resealing of grants]] | ||
+ | |||
+ | [[Administration Bonds and Sureties]] | ||
+ | |||
+ | [[Requirements for Administration Bonds and Sureties on an application for resealing]] | ||
+ | |||
+ | [[Vesting of Property: Death of person intestate]] | ||
+ | |||
+ | [[Vesting of Property: Death of person testate]] | ||
+ | |||
+ | [[Vesting of a deceased person's property when a grant is made]] | ||
+ | |||
+ | [[Vesting of property appointed by will in the exercise of a General power of appointment ]] | ||
+ | |||
+ | [[Assimilation of the rights and liabilities of executors and Administrators]] | ||
+ | |||
+ | [[Statutory expression of the principal duties of a personal Representative]] | ||
+ | |||
+ | [[Duty to file an inventory]] | ||
+ | |||
+ | [[Duty To File An Inventory: Resealed Grants]] | ||
+ | |||
+ | [[Duty to file and pass accounts]] | ||
+ | |||
+ | [[Release of a personal representative or trustee]] | ||
+ | |||
+ | [[Power of a court to relieve personal representative from liability]] | ||
+ | |||
+ | [[The Executor's year: No compulsion to distribute within a year of the deceased's death]] | ||
+ | |||
+ | [[Authority to postpone realisation of property and carry on business]] | ||
+ | |||
+ | [[Duty of administrator holding property for certain Beneficiaries to transfer property to the public trustee]] | ||
+ | |||
+ | [[The Powers Of A Personal Representative]] | ||
+ | |||
+ | [[Additional Powers of Personal Representative]] | ||
+ | |||
+ | [[Limits to exercise of powers of personal representative when a grant is made]] | ||
+ | |||
+ | [[Exercise of powers where more than one personal representative]] | ||
+ | |||
+ | [[Assent]] | ||
+ | |||
+ | [[Executor may sign acknowledgment in lieu of conveyance]] | ||
+ | |||
+ | [[Power of a trustee/ beneficiary to appropriate assets to beneficiaries]] | ||
+ | |||
+ | [[Provisions for the discharge and appointment of trustees]] | ||
+ | |||
+ | [[Discharge of trustee Payment into court]] | ||
+ | |||
+ | [[Appointment of trustees of minors’ property]] | ||
+ | |||
+ | [[Power to transfer property (held on trust for minor) to public trustee or trustee company]] | ||
+ | |||
+ | [[Sale of Property held on trust for a minor]] | ||
+ | |||
+ | [[The court’s power to authorise dealings or enlarge trustees’ powers]] | ||
+ | |||
+ | [[The court’s power to vary a trust where one of the beneficiaries is a minor and is incapable of assenting to the proposed variation]] | ||
+ | |||
+ | [[Investment of property held on trust for a minor]] | ||
+ | |||
+ | [[Payments to minors out of the capital of trust property]] | ||
+ | |||
+ | [[Application of income of settled residuary real or personal estate: The rule in Allhusen v Whittell]] | ||
+ | |||
+ | [[Liability of a personal representative: Liability for neglect of duty]] | ||
+ | |||
+ | [[The liability of a personal representative: Neglect or refusal to transfer or convey land or hand over legacies]] | ||
+ | |||
+ | [[The liability of a personal representative: Liability of an attorney-administrator for a foreign principal]] | ||
+ | |||
+ | [[Assets for the payment of debts: Property held beneficially by a deceased person]] | ||
+ | |||
+ | [[Assets for the payment of debts: Property appointed by will in the exercise of a general power of appointment]] | ||
+ | |||
+ | [[Payment of debts in an insolvent estate]] | ||
+ | |||
+ | [[Payment of debts in an insolvent estate: Crown debts]] | ||
+ | |||
+ | [[Payment of debts in an insolvent estate: Provisions abolishing various common law priorities: Case of Speciality Debts]] | ||
+ | |||
+ | [[Payment of debts in an insolvent estate: The right to prefer creditors and the right of retainer]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: The order of application of assets]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Rateability]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Variation of the order of application of assets by the expression of a contrary intention]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Payment of debts where property mortgaged or charged]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Payment of debts where property mortgaged or charged--Location of an expression of a contrary or other intention]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Payment of debts where property mortgaged or charged--Expressions signifying a contrary or other intention]] | ||
+ | |||
+ | [[Payment of debts in a solvent estate: Payment of debts where property mortgaged or charged--Rights of mortgagees]] | ||
+ | |||
+ | [[Payment of legacies and devises: General legacies (including general pecuniary legacies)]] | ||
+ | |||
+ | [[Payment of legacies and devises: The payment of interest on general legacies]] | ||
+ | |||
+ | [[Payment of legacies and devises: Exceptions to the general rule about the payment of interest on legacies]] | ||
+ | |||
+ | [[Partition of land: Property law and partition legislation]] | ||
+ | |||
+ | [[Partition of land: Administration legislation]] | ||
+ | |||
+ | [[Obtaining the court’s advice or directions: Australian court rules providing for partial relief without general administration]] | ||
+ | |||
+ | [[Obtaining the court’s advice or directions: Trustee Legislation provisions]] | ||
+ | |||
+ | [[Obtaining the court’s advice or directions: Administration Legislation provisions]] | ||
+ | |||
+ | [[Distribution after notice: Trustee legislation provisions]] | ||
+ | |||
+ | [[Distribution after notice: Administration Legislation provisions]] | ||
+ | |||
+ | [[Distribution after notice: Requirements of the prescribed notice]] | ||
+ | |||
+ | [[Distribution after notice: Period of time for submitting claim]] | ||
+ | |||
+ | [[Distribution after notice: Protection of personal representative]] | ||
+ | |||
+ | [[Distribution after notice: Protection of person administering estate without a grant]] | ||
+ | |||
+ | [[The right to follow assets that have been wrongfully distributed: Trustee Legislation]] | ||
+ | |||
+ | [[The right to follow assets that have been wrongfully distributed: Administration Legislation]] | ||
+ | |||
+ | [[Barring of claims]] | ||
+ | |||
+ | [[Survivorship and presumptions of death]] | ||
+ | |||
+ | [[The court’s jurisdiction to make a grant on the presumption of death]] | ||
+ | |||
+ | [[The court’s jurisdiction to make a grant on the presumption of death: The terms of the grant and any ancillary orders]] | ||
+ | |||
+ | [[The revocation of grants and the effect of revocation]] | ||
+ | |||
+ | [[The revocation of grants and the effect of revocation: Relinquishing the office of executor or administrator]] | ||
+ | |||
+ | [[The revocation of grants and the effect of revocation: Effect of revocation of grant]] | ||
+ | |||
+ | [[The revocation of grants and the effect of revocation: Revocation of grant made in respect of a living person]] | ||
+ | |||
+ | [[Survival of causes of action]] | ||
+ | |||
+ | [[Allowance of Commission by Court]] | ||
+ | |||
+ | [[Specific provision in WILL for commission]] | ||
+ | |||
+ | [[Commission: Public Trustees]] | ||
+ | |||
+ | [[Commission: Trustee companies]] | ||
+ | |||
+ | [[Commission: Entitlement to commission when administering an estate other than under a grant]] | ||
+ | |||
+ | [[Dealings with wills: Power of court to order production of a will and examination of a person]] | ||
+ | |||
+ | [[Dealings with wills: Right of an entitled person to inspect and obtain a copy of a will]] | ||
+ | |||
+ | [[Dealings with wills: Liability for concealing, etc. a will]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Elections to administer]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Elections to administer: The value of the estate]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Elections to administer: Existence of a pre-existing entitlement to obtain a grant or, in the case of a public trustee, an order to administer the estate]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Elections to administer: The content of the election to administer]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Elections to administer: Requirements to give public notice]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Election to administer the unadministered part of an estate - Public Trustee Legislation]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Election to administer the unadministered part of an estate-Trustee Company Legislation]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Administration of small estates without a grant or the filing of an election to administer]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Administration of small estates without a grant or the filing of an election to administer: The value of the estate]] | ||
+ | |||
+ | [[Administration of small estates without a grant or the filing of an election to administer: Existence of a pre-existing entitlement to obtain a grant or, in the case of a public trustee, an order to administer]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Administration of small estates without a grant or the filing of an election to administer: Requirements to give public notice]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Costs]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Transfer of real property]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Informal administration: administering an estate without a grant]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Ratification of acts by personal representative]] | ||
+ | |||
+ | [[Mechanisms to facilitate administration and to minimise the need to obtain a grant: Payments by third parties without production of grant]] | ||
+ | |||
+ | [[Resealing: an overview: Resealing of grants]] | ||
+ | |||
+ | [[Instruments that may be resealed: Grants of probate and Letters of administration]] | ||
+ | |||
+ | [[Instruments that may be resealed: Letters of administration granted for special, limited or Temporary purposes]] | ||
+ | |||
+ | [[Instruments that may be resealed: Instruments that have a similar effect to a grant of probate or administration made in the resealing jurisdiction]] | ||
+ | |||
+ | [[Instruments that may be resealed: Orders to administer]] | ||
+ | |||
+ | [[Instruments that may be resealed: Orders to administer: Resealing: the existing law]] | ||
+ | |||
+ | [[Instruments that may be resealed: Election to administer]] | ||
+ | |||
+ | [[Countries whose grants may be resealed]] | ||
+ | |||
+ | [[Persons who may apply for the resealing of a grant]] | ||
+ | |||
+ | [[Persons who may apply for the resealing of a grant: Executor by representation]] | ||
+ | |||
+ | [[Persons who may apply for the resealing of a grant: Executor or administrator by representation constituted under section 44(2) of the Probate and Administration Act 1898 (NSW)]] | ||
+ | |||
+ | [[Persons who may apply for the resealing of a grant: The public trustee in whose favour an order to administer is made]] | ||
+ | |||
+ | [[Effects of resealing a grant: Same force and effect as an original grant]] | ||
+ | |||
+ | [[Effects of resealing a grant: Assimilation with the position of a personal representative: The persons on whom the relevant duties and liabilities are imposed]] | ||
+ | |||
+ | [[Effects of resealing a grant: Assimilation with the position of a personal representative: Extent of assimilation]] | ||
+ | |||
+ | [[Effects of resealing a grant: Transfer of balance of estate by attorney under power to foreign PR]] | ||
+ | |||
+ | [[The resealing process: The required documentation]] | ||
+ | |||
+ | [[The resealing process: Multiple personal representatives]] | ||
+ | |||
+ | [[The resealing process: Application by a foreign trustee company for the resealing of a grant]] | ||
+ | |||
+ | [[The resealing process: Notification ]] | ||
+ | |||
+ | [[The resealing process: Succession Duty]] | ||
+ | |||
+ | [[Choice of law issues: The person in whose favour a grant may be made or resealed : Original grants]] | ||
+ | |||
+ | [[Choice of law issues: The person in whose favour a grant may be made or resealed: resealing of grants]] | ||
+ | |||
+ | [[Automatic Recognition of a Grant throughout Australia]] | ||
+ | |||
+ | [[Range of Australian grants to which automatic recognition should be given]] | ||
+ | |||
+ | [[Application of the proposed scheme to orders to administer and elections to administer]] | ||
+ | |||
+ | [[Making of a limited grant if the deceased died domiciled in another state or territory]] | ||
+ | |||
+ | [[Making of a limited grant if the deceased died domiciled in another state or territory]] | ||
+ | |||
+ | [[Effect of an endorsed interstate grant on a local limited grant, an election to administer or a resealed grant]] | ||
+ | |||
+ | [[Protection for personal representative whose limited grant has ceased to have effect]] | ||
+ | |||
+ | [[The effect of automatic recognition on other areas of succession law: Validity of wills]] | ||
+ | |||
+ | [[The effect of automatic recognition on other areas of succession law: Family provision]] | ||
+ | |||
+ | [[The effect of automatic recognition on other areas of succession law: Family provision-requirement of grant]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Application for a grant to be made in accordance with court Rules]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Delay In Applying For A Grant Or The Resealing Of A Grant]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Application By A Non-Resident Executor Or Administrator]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Deemed residence of, and service on, a non-resident executor/ Administrator]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Deemed residence of, and service on, a non-resident executor/ Administrator]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Finding as to domicile]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Record of grant]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Registrar's powers]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Court practice]] | ||
+ | |||
+ | [[Miscellaneous administration provisions: Service]] |