Paper 2 · 100 marks

Wills & Estates Syllabus

The complete LPC competency exam coverage. Click a topic to cycle through your study status, then jump to the AI tutor for a deep dive.

Wills & Testate Succession

Drafting wills, codicils and the court's discretion on validity.

Drafting of Wills

Structure, attestation clauses, common drafting pitfalls.

Wills Act 7 of 1953, s 2(1)(a)

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Amendments & Codicils

Valid amendments to a will and execution of codicils.

Wills Act 7 of 1953, s 2(1)(b)

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Court's Overriding Discretion

When a court may declare a defective document a valid will.

Wills Act 7 of 1953, s 2(3)

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Formalities & Capacity

Execution of wills, capacity, invalidity and revival.

Formalities & Execution

Witness requirements, signature, initialling each page.

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Capacity

Capacity to make a will, to benefit, and on intestacy.

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Invalidity Generally

Mistake, fraud, duress and undue influence.

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Revocation & Revival

How wills are revoked, and when revival applies.

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Custody & Registration

Safekeeping and lodging of wills with the Master.

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Heirs, Legatees & Vesting

Dies, conditions, vesting, substitution, legacies, accrual.

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Administration of Estates

Massed estates, intestate succession and estate administration.

Massed Estates

Mechanics and tax consequences of massing.

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Intestate Succession

Order of succession when no valid will exists.

Intestate Succession Act 81 of 1987

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Administration of Estates

Reporting, appointment of executor, winding up.

Administration of Estates Act 66 of 1965

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Liquidation & Distribution Account

Drafting the L&D Account and supporting statements.

Liquidation Account

Listing assets and liabilities of the estate.

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Recapitulation Statement

Reconciling cash on hand, payments and balances.

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Distribution Account

Awarding the residue to heirs and legatees.

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Income & Expenditure Account

Post-death income and administration expenses.

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Fiduciary Asset Account

Reporting fiduciary assets that fall in.

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Estate Duty Addendum

Calculating dutiable amount and duty payable.

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Executor's Certificate

Final certification by the executor.

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Estate Duty

Calculation of estate duty and duty payable.

Estate Duty Calculation

Section 4 deductions, s 4A abatement, apportionment.

Estate Duty Act 45 of 1955Notice R1942 of 23 September 1977 (Annuity Tables)

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Spousal & Matrimonial Acts

Maintenance of spouses and matrimonial property regimes.

Maintenance of Surviving Spouses

Right to claim maintenance from the estate.

Maintenance of Surviving Spouses Act 27 of 1990

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Matrimonial Affairs

Accrual claims and matrimonial property at death.

Matrimonial Affairs Act 37 of 1953, s 5(3)(b)

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