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What information is required for the statement of assets and liabilities?

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Rule 9B(1) of the Non-Contentious Probate Rules 1967 (WA) require an applicant for a grant of Probate or Letters of Administration to provide a statement of the deceased’s assets and liabilities as at the date of their death. The statement must include all real estate in Western Australia and all movable property and debts, whether in Western Australia or elsewhere.

Note that any property the deceased owned as a joint tenant with another person(s) who survived them does not form part of their estate, rather it passes to the surviving joint tenant by survivorship.

Download our checklist to help you collate the information needed for the statement of assets and liabilities.

 

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