Chapter 12 - Collation

Question 1

Collation

Answer 1

Collation is a process where, under certain circumstances, a descendant who received certain benefits from a testator during the testator’s lifetime must bring in such benefits before he or she may inherit from the estate of the testator to ensure a fair distribution of the deceased estate among all the descendants.

Question 2

Collatable benefits

Answer 2

1. Money or property given as part of his or her inheritance
2. Money or property given for advancement in trade, business or a profession
3. Money or property given to the heir as a marriage settlement, excluding expenditure on the festivities for a child’s wedding
4. Other money or property given to the heir which is a gift of a substantial nature in relation to the donor’s means resulting in inequitable treatment so far as the other heirs are concerned.
5. Debts owed by the heir to the deceased.

Question 3

Non-collatable benefits

Answer 3

1. Normal expenditure on maintenance, education or travel
2. remuneratory donation
3. a simple unconditional gift