As a personal representative of a deceased estate, you must notify us of the commencement of the administration of the estate within one month of your date of appointment. You may be penalised if you fail to notify us within this time.

The date of appointment refers to the date on which the Supreme Court of Victoria or other relevant authority issued you with the grant of representation via:

  • Grant of probate (as executor, where the deceased died with a valid will), or
  • Letters of administration (as administrator, where the deceased died without a valid will)

Note: if you are a personal representative of a deceased estate, please do not lodge an acquisition notice of an interest in land (LTX-Trust-08).

1

Gather required information

The following information is needed to complete the Deceased Estate Commencement of Administration LTX-Trust-13 application form, but please refer to the form for specific instructions:

  • Your personal details (as personal representative), including your address, date of birth and SRO customer number (if known),
  • Details of the deceased, including residential address at time of death, date of death and SRO customer number (if known), and
  • If there is more than one personal representative for the estate, each of their personal details, including their address, date of birth and SRO customer number (if known)

If there are multiple personal representatives, only one needs to submit this form on behalf of all.

2

Complete the form

The application form can be completed:

  • On screen, then printed and signed, or
  • Downloaded as a PDF, printed, completed and signed

Either way, you must sign the form to certify the information disclosed is true and correct.

If you are completing this form by hand, please use block letters in blue or black ballpoint pen.

If there are multiple personal representatives, complete the Schedule A attached to form and include it with your application. If there are multiple personal representatives, only one need submit this form on behalf of all.

We use all the information in your statement to update our records and may pass on the changes to other government agencies where we are authorised to do so.

Download the form

3

Attach your supporting documents

You need to send the following supporting documents with your form:

  • A complete copy of the grant of probate issued by the Supreme Court of Victoria or equivalent authority including a copy of the annexed will and testamentary instruments (note the date of issue), or
  • A complete copy of the letters of administration issued by the Supreme Court or equivalent authority (note the date of issue)
4

Lodge your form

You can email or mail your form to us.

Email

Email the signed and completed form to contact@sro.vic.gov.au and attach any supporting documents.

Mail

Mail the signed and completed form and supporting documents to:

State Revenue Office
GPO Box 1641
MELBOURNE
VIC 3001

or

State Revenue Office
DX 260090
MELBOURNE

Next steps

We will contact you to confirm we have received your form and supporting documents.

A concessionary period applies once the notice of commencement of administration of a deceased estate is lodged with us, to allow time to complete the administration of the deceased estate.

You must advise us once the administration of the deceased estate is completed.