PEXA supports the electronic lodgement of a Survivorship followed by Transmission, known asApplication to Register Death (all applicants deceased)in South Australia.
If all parties in aJoint Tenancypasses away, aSurvivorship with Transmissionapplication should be made to confirm the pre-deceased Proprietors and appoint the Executor/Administrator of the last deceased Proprietor. In PEXA, the last deceased Proprietor is known as the Primary Deceased.
From Release 9.0.1, you'll be able to lodge a Survivorship Application on its own in a PEXA Workspace, or together in the same Workspace as a Transfer or Mortgage.
Note: You are required to provide supporting documentation in PEXA to lodge a Transmission so please ensure that you are in possession of the correct documentation.
If one or more Proprietors in aJoint Tenancypasses away and there is a surviving tenant remaining ontitle, please lodge aStandalone Survivorshipinstead.
If aSole Proprietorpasses away, please lodge aTransmissioninstead.
Create theWorkspacein the role ofIncoming Proprietor. with the following settings:
Financial Settlement = No
Review theLand Title.
Confirm the Proprietors are deceased:
Navigate to theParticipantsscreen and selectCog > Edit Partyagainst the deceased Proprietors.
SelectThe Proprietor is Deceased.
ClickAdd Details of Deathand complete the details.
Savethe changes. The Proprietor now appears as deceased on theParticipantsscreen.
Repeat step 3 for all deceased Proprietors.
Represent the Executor/Administrator/Legal Personal Representative:
On theParticipantsscreen, clickCreate Party.
SelectI Represent this Party.
Ensure the role ofIncoming Proprietoris selected.
Complete the required information forParty Details:
Date of birth
Party Capacity to be recorded on Title
Create a Survivorship document for each of the pre-deceased Proprietors (except for the last deceased):
Navigate to theDocumentsscreen and then selectCreate Document > Survivorship.
Check theLand Title.
If there are multiple titles in the workspace, select the correct title.
If there is a single title, the title will be automatically populated.
Check theDeceased Proprietor Details:
The correct Proprietor is registered as deceased.
Their details ofdeathare correct. To update their details of death, clickEdit Details of Death.
UnderApplicant Details, check that the surviving Proprietors' details are correct and complete.
UnderGrantee Details, check that the Name, Party Capacity, and Address are correct.
Repeat Step 5 until a Survivorship document is created for all pre-deceased Proprietors (except for the last deceased).
Create the Transmission: The Transmission Application is created for the Proprietor who passed away last.
On theDocumentsscreen, selectCreate Documents > Transmission.
UnderApplicant Details, check that the correctParty Capacityis selected and theAddressis correct.
UnderTenancy, check that the details for the last deceased Proprietor are correct.
The Evidence Type will populate automatically, depending on the Party Capacity entered.
Enter the Evidence Date.
If there are additional evidence types that support this transaction, add them by clickingAdd Evidence.
Attach evidence to Transmission: You are required to attach supporting documentation for the Transmission (e.g. Probate/Letters of Administration).
Navigate to theFilesscreen and clickUpload Files.
Browse for the file and complete the required fields. Note: UnderFile Description, select theLand Registry Attachment Fileapplicable to theEvidence Type you are uploading.
SelectCog > Attachto attach the file to the Transmission.
View, sign and lodge the documents: Note: The document status for documents within the Lodgement Instructions must bePreparedbefore you can sign the documents.
On theDocumentscreen, select the Cog > Editagainst the Lodgement Instructions. Ensure to check the order of lodgement.
On theDocumentscreen, select the Cog > Viewagainst the Survivorship(s) and Transmission and review the details.
On theDocumentscreen, select theCog > Signagainst the Lodgement Instructions.
Select the checkboxes for Lodgement Instructions, Survivorship(s), and Transmission and clickSign Documents. The documents will be verified with the Land Registry and once they are successfully verified and signed, you can lodge the documents.
SelectCog > Submit for Lodgementto lodge the documents with the Land Registry.
If you need to lodge a Transfer, ensure the documents areLodgedandRegisteredprior to creating a Transfer Workspace.