TERMINATING TENANCIES & DECEASED ESTATES VERSION 4.1 OCTOBER 2009 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Page 1 Terminating Tenancies & Deceased Estates Version 4.1 September 2009 Published by the Office of Housing, Victorian Government Department of Human Services, Melbourne, Victoria Australia. Copyright State of Victoria, Department of Human Services, 2008. This publication is copyright. You may make limited copies of this document in accordance with the Copyright Act 1968 (Cth), including copies for research, study, criticism, review or news reporting. Apart from this, you may not publish, reproduce, adapt, modify, communicate or otherwise use any part of this document (in particular for commercial purposes). Authorised by the State Government of Victoria, 50 Lonsdale Street, Melbourne.Table of Contents Page 2 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Table of Contents Table of Contents Table of Contents ....................................................................................... 3 Revision History ......................................................................................... 5 5.1 Purpose and Scope ............................................................................. 7 5.2 Definitions ........................................................................................ 8 5.3 References .......................................................................................10 5.4 Introduction .....................................................................................11 5.5 Terminating Tenancies Policy ..............................................................12 5.5.1 Reasons for Terminating a Tenancy ..............................................12 5.5.2 Tenant Vacates or is Evicted ........................................................12 5.5.3 Removal of Goods From the Property ............................................13 5.5.4 Giving Notice .............................................................................13 5.5.5 Termination Date .......................................................................13 5.5.6 Terminating a Joint Tenancy ........................................................13 5.5.7 Requests for Transfer of Tenancy .................................................14 5.6 Deceased Estates Policy .....................................................................15 5.6.1 Obtaining Notification of Death ....................................................15 5.6.2 Identifying the appropriate LPR ....................................................15 5.6.3 No Known Next of Kin .................................................................15 5.6.4 Access to the Property of Deceased Tenants ..................................16 5.6.5 Tenancy Termination Date...........................................................17 5.6.6 Remaining Residents & Illegal Occupants ......................................18 5.7 Terminating Tenancies Procedures ......................................................19 5.7.1 Vacating Advice for Terminating Tenants .......................................19 5.7.2 Terminating the Account .............................................................19 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Page 3 5.7.3 Remaining Occupants when the Tenant Vacates ............................. 20 5.7.4 Account Balances for Vacating Tenants ......................................... 21 5.8 Deceased Estates Procedures.............................................................. 22 5.8.1 Notifying Next of Kin .................................................................. 22 5.8.2 Identifying the LPR ..................................................................... 22 5.8.3 State Trustees Ltd ...................................................................... 23 5.8.4 Correspondence Address ............................................................. 24 5.8.5 Obtaining Notification of Death .................................................... 24 5.8.6 Regaining Possession of the Property.......................................... 25 5.8.7 Removal of Goods From the Property ............................................ 26 5.8.8 Outstanding Account Balances for Deceased Tenants ...................... 26 5.9 Terminating Tenancies & Deceased Estates Appendix ............................ 27 5.9.1 Tenant’s General Notice of Termination ......................................... 27 5.9.2 Vacating Instructions .................................................................. 28 5.9.3 Vacated Arrears Agreement ......................................................... 29 5.9.4 Procedural Flowchart for Terminating the Tenancy of a Sole Tenant .. 30 5.9.5 Letter to Request Written Advice of Death ..................................... 31 5.9.6 Kin Notification of Death by Legal Personal Representative or Next of ............................................................................................... 32 5.9.7 Legal Personal Representative Declaration re. Outstanding Charges . 33 5.9.8 Continued (reverse side) ............................................................. 34 5.9.9 Referral to State Trustees ........................................................... 35 5.9.10 Notification of Death by State Trustees to the OOH (example)Error! Bookmark n 5.9.11 Notice to Vacate to Legal Personal Representative or Next of Kin .... 36 5.9.12 General application to VCAT if unable to serve Notice to Vacate (example) ............................................................................................ 37 5.9.13 Application to VCAT where Legal Personal Rep refuses to leave (example) ............................................................................................ 38 Page 4 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Revision History Terminating Tenancies & Deceased Estates Policy & Procedures The following table shows the development of this manual. Version Amend./ Section Number Pages Effective from Details Dec 1999 First issue of the manual 5-5 Jan 2000 Clarification of tenancy termination date All May 2004 1.0 1.1 1 2.0 Second issue of the chapter. Chapter has been completely revised & updated to include amendments to the Residential Tenancy Act 1997. Changes include: separation of Terminating Tenancies policies & procedures from Deceased Estates policies & procedures; clarification of procedures where one co-tenant from a joint tenancy terminates and offers vacant possession; ‘return of keys receipt’ added to “Tenant’s General Notice of Termination” (appendix); instructions for issuing new NTV pursuant to s.228 (1)(b) to the legal personal representative following the death of a sole tenant; instructions for making an application to VCAT pursuant to s.228 (2) for an order to terminate a deceased tenancy where no legal personal representative or next of kin have been identified and State Trustees are unwilling to assist. 3.0 Through out All July 2005 Reissue of the chapter to comply with DHS publishing guidelines. 3.1 Through out All March 2007 Update of Head Office contact details. Through out All October 2008 Updated the entire chapter to include consideration for the Charter of Human Rights Legislation. 4.0 Page 5 Hyperlinks to other OOH manuals. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Version 4.1 Page 6 Amend./ Section Number Pages Effective from Details Updated appendices to include new DHS letterhead on letters. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.1 Purpose and Scope Purpose The purpose of this chapter is to outline the processes by which the Office of Housing concludes the tenancy agreement between the tenant and the Director of Housing where the tenant vacates or is deceased. This chapter aims to ensure the Office of Housing provides a fair and consistent application of policy for all clients. Scope How to Use This Chapter Page 7 The policy and procedures of this chapter in conjunction with the Public Housing Customer Service Charter applies to all tenants and, where the sole tenant is deceased, the Legal Personal Representative or Next of Kin. The procedures should be read in association with the policy, and where appropriate, referral should be made to other Office of Housing manuals and documents to ensure the intent of the policy is achieved when administering procedures. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.2 Definitions Term Definition Administrator Where there is no Last Will and Testament, the next of kin or a state appointed trustee, who is authorised to manage the affairs of someone after death (otherwise referred to as a legal representative). Beneficiary A person who has an entitlement to benefit from a deceased estate. Deceased estate The total of a person’s financial affairs: money, property, possessions, debts and liabilities, at the time of their death. Executor/Executrix of an estate Where there is a Last Will and Testament, the person appointed to handle the affairs of someone after their death (otherwise referred to as a Legal Personal Representative). The executor may or may not be the next of kin. Legal Personal Representative Referred to as the Legal Personal Representative in the RTA (1997). For the purpose of this manual, Legal Personal Representative refers to the person with the greatest legal right to administer the deceased estate, and may be the next of kin, the executor or an administrator. Letters of administration Letters of administration confer on the administrator appointed by the court the powers and duties necessary to fully administer and discharge the deceased estate. Next of Kin The closest living relative (by blood or marriage) of a deceased person. Where there is no executor of a deceased estate they are considered by the OOH to be the deceased tenant’s Legal Personal Representative. Occupier A general term to refer to an individual who has taken up residence in an Office of Housing property. The individual may be a Tenant, Resident or Illegal Occupant. Order of Abandonment An order granted by the Victorian Civil & Administrative Tribunal declaring a rental property to be abandoned and awarding possession to the landlord. Sole Tenant The only tenant of a rental property, having signed the residential tenancy agreement. A sole tenant may live alone or with a resident(s). Page 8 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Term Definition State Trustees A Victorian Government owned company, which provides a range of trustee, executor, and personal financial administration services including deceased estate administration. Termination of tenancy The conclusion of a Residential Tenancy Agreement between a tenant or tenants and the Director of Housing as Landlord in relation to a rented property. Vacant possession When a property is free from occupation and free from any claim to a right to possession. The Office of Housing gains vacant possession of a property when a warrant is executed, an Order of Abandonment granted or when a tenant (or a deceased tenant’s Legal Personal Representative) has returned the keys to the property. Page 9 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.3 References Reference Abbreviation Administration and Probate Act (1958) APA1958 Legal Personal Representative LPR Maintenance Charge Against the Tenant MCAT Next of Kin NOK Office of Housing OOH Residential Tenancies Act (1997) RTA1997 Victorian Civil and Administrative Tribunal VCAT Legal Services LS Symbol L Refers to another Human Services manual or document Refers to a Legal Act Refers to Internet Site Page 10 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.4 Introduction The Office of Housing (OOH) as landlord enters into a Residential Tenancy Agreement with all eligible clients who are to reside in public rental housing. This agreement details the rights and responsibilities of both the landlord and the tenant(s) in relation to the rented premises, for the duration of the tenancy. The termination of an OOH tenancy concludes the tenancy agreement between the tenant and the Director of Housing. The OOH policy and procedures, which govern this process, are outlined in the following chapter. The chapter comprises four parts. The Policy is a statement of intent, which provides the direction and broad principles to be applied. Procedures provide the instructions on how the policy is to be implemented. The Appendix provides examples of documents, legal notices, correspondence and a procedural flowchart, which may be used by the reader. Page 11 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Terminating Tenancies Policy 5.5 Terminating Tenancies Policy 5.5.1 Reasons for Terminating a Tenancy The Office of Housing (OOH) terminates a tenancy agreement and takes vacant possession of the rental property when any of the following occur: the tenant transfers to another OOH property. the tenant moves out of public housing. For example the tenant is moving into private rental or they have bought their own home. the OOH obtains a Warrant of Possession from the Victorian Civil and Administrative Tribunal (VCAT) and evicts the tenant. the tenant is deceased, and there are no remaining household members eligible for a transfer of tenancy, and the Legal Personal Representative (LPR)/Next of Kin (NOK) offers up vacant possession, or a Notice to Vacate is served on the LPR/NOK and VCAT makes an Order of Possession, or where no LPR/NOK has been identified, and State Trustees are unwilling to assist, staff must apply to VCAT for an order to terminate the tenancy, and if required, reapply to VCAT to obtain an Order of Possession. Transfer of Tenancy chapter in this manual 5.5.2 Tenant Vacates or is Evicted Note: When tenancy rights are transferred from one household member to another, the tenancy is terminated and another one created. The OOH does not take vacant possession of the property. The tenancy terminates (in accordance with the RTA 1997), and the OOH takes possession of the property when: the tenant offers up vacant possession to the OOH; or where a Warrant of Possession is executed. Termination of a tenancy in the above circumstances renders the rented property free from occupation and free from any claim to a right of possession by another party. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Page 12 5.5.3 Removal of Goods From the Property Abandoned Properties & Goods chapter in this Manual It is the responsibility of the tenant to arrange removal of all goods from the property before returning the keys. Goods left behind in the property are treated as abandoned goods. If the OOH incurs costs for rubbish disposal these are charged to the vacated account by way of a Maintenance Claim Against the Tenant (MCAT). When the estate is administered by State Trustees they arrange payment of the MCAT from either the tenant’s account or their own funds. 5.5.4 Giving Notice The OOH requires tenants to give written notice prior to vacating their property. Notice is given by completing a ‘Tenant’s General Notice of Termination’ form or by supplying the same information in a letter to the Housing office. Appendix 5.9.1 Written notice 28 days prior to vacating, pursuant to s.235 of the Residential Tenancies Act 1997 (RTA) is preferred, however it is not mandatory. It is understood that tenants will not always be able to provide 28 days notice, in particular those who are relocating to another OOH property or are moving to a nursing home. Tenant’s General Notice of Termination RTA 1997, s.235, s.237 Note: The tenants remain responsible for payment of the rent up until the termination date. 5.5.5 Termination Date Appendix 5.9.1 Tenant’s General Notice of Termination If a tenant vacates their rental property after giving less than 28 days notice, the tenancy and rent charges are terminated on the day that vacant possession is offered up to the OOH. If keys and a ‘Tenant’s General Notice of Termination’ form are returned after hours the tenancy termination date is backdated to the previous day. For example, if the keys are left under the door on the weekend the account is terminated from the Sunday. If a tenant gives notice but later decides not to move out, they are not obliged to do so, however the tenant should notify the housing office immediately. It is very important that staff ensure that the vacating tenant signs a ‘Tenant’s General Notice of Termination’ form. If the tenant returns the keys without the termination form, staff should obtain an Order of Abandonment to regain possession of the property. 5.5.6 Terminating a Joint Tenancy The RTA allows a co-tenant from a joint tenancy to terminate and offer vacant possession of their property on behalf of other cotenants. Tenant’s General Notice It is preferred that all OOH tenants subject to a joint tenancy sign the ‘Tenant’s General Notice of Termination form’, however if this is not possible, vacant possession may be offered by one tenant. Page 13 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Appendix 5.9.1 of Termination Transfer of Tenancy chapter in this Manual 5.5.7 Requests for Transfer of Tenancy Transfer of Tenancy chapter in this Manual If one tenant from a joint tenancy wishes to terminate the account, it is important that Housing staff establish the intentions of any remaining tenants or residents. If the entire household do not wish to vacate the property, Housing staff should contact any remaining tenants or residents and assess their eligibility according to OOH Transfers of Tenancy policy. If a household member indicates that they wish to assume the tenancy, the OOH assesses their eligibility for a transfer of tenancy under OOH Transfers of Tenancy policy and procedures. If a transfer of tenancy is not approved, and the occupants do not leave the property, the OOH takes steps to terminate the tenancy and commence Illegal Occupancy proceedings against the occupants to obtain an Order of Possession. In extenuating circumstances, the Housing Services Manager (HSM) has the discretion to delay the eviction on the grounds of severe hardship. Illegal Occupants and Squatters chapter in this Manual Page 14 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.6 Deceased Estates Policy 5.6.1 Obtaining Notification of Death The OOH seeks to promptly identify the most appropriate, available person to act as the Legal Personal Representative (LPR) or Next of Kin (NOK) of a deceased tenant in order to notify the OOH of the tenant’s death and to offer up vacant possession of their property. The OOH takes reasonable steps to substantiate the legitimacy of an LPR/NOK. If there is no executor, the NOK is regarded as the LPR. Where an executor has been appointed by the deceased in their Will, their rights to administer the estate supersede those of the NOK. In this instance the executor, not the NOK, is the LPR. Appendix 5.9.6 Notification of Death by LPR or NOK RTA 1997, s228 (1)(a), 322 & 344 The OOH must receive a completed ‘Notification of Death form’ from the LPR or NOK. Termination of the tenancy occurs automatically 28 days after receipt of the form, however the OOH may only take vacant possession and terminate the tenancy on ISIP when the keys have been returned or VCAT grants an Order of Possession under the relevant section of the RTA – s.322 for LPR (where a Notice to Vacate has been served), or s.344 for NOK (where the premises has been occupied without consent). Note: The rights of an LPR in law are superior to a NOK of the deceased. An LPR is appointed as an executor by the deceased in their Will, or by a court which grants letters of administration to an individual so that they may act as an LPR. 5.6.2 Identifying the appropriate LPR To be entitled to remove goods from the rental property and offer up vacant possession, the LPR must: be the executor appointed by the tenant in their Last Will and Testament (Will), or in the absence of a Will, complete a ‘Notification of Death’ form to the effect that they are the NOK of the deceased, eligible to apply to the Supreme Court of Victoria for letters of administration, or be a State Trustee, when no other legal representative is available. Appendix 5.9.6 Notification of Death by LPR or NOK 5.6.3 No Known Next of Kin Appendix 5.9.9 Referral to State Trustees State Trustees Page 15 State Trustees Where no LPR/NOK of a deceased tenant is known, the OOH contacts the Victoria Police and/or State Trustees. Under the Administration and Probate Act (1958), administration of a deceased estate vests with State Trustees in the instance that: no LPR/NOK exists, or the LPR/NOK has not been identified or cannot be located. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 APA 1958, s.19, s.24A (e) RTA 1997, s.228 (2) Appendix 5.9.11 General Application to VCAT if unable to serve NTV 5.6.4 Access to the Property of Deceased Tenants State Trustees will attempt to locate an LPR, and administer the estate until such time as a more suitable administrator is located. State Trustees should be requested by staff to provide the OOH with written notification of the death as soon as possible, and notify the OOH of their intention to act as administrators of the deceased estate. If no LPR or NOK has been identified, and State Trustees are unwilling to assist, staff must apply to VCAT for an order to terminate the tenancy pursuant to s.228 (2). Please contact Legal Services prior to applying to VCAT for an order of termination. Gaining Entry OOH Staff may not enter the property of a deceased sole tenant until vacant possession has been offered by the identified NOK/LPR, or by executing a warrant of possession. Until vacant possession has been obtained, only the NOK/LPR (including State Trustees), or a person authorised by the LPR (including OOH staff) can enter. If neither the OOH nor the LPR is in possession of the keys, the OOH arranges a contractor to change the locks in the presence of housing staff. The keys are given to the LPR. Access to Properties chapter in this manual Access may be provided by the OOH to another person under the conditions described under “Supervised Access” in this section. When the OOH does not have the keys to the property but it is keyed to a master key system, master keys may be used by housing staff under the conditions described in “Supervised Access”. Supervised Access Access to Properties chapter in this manual The OOH contacts the LPR for verbal permission to allow access supervised by the OOH in circumstances where: clothing of the deceased is required for the funeral, arrangements need to be made to feed and/or remove pets, or perishables require disposal. The person requesting access is advised that they will be accompanied by a staff member, and they are not to remove any personal papers or belongings of the deceased, with the exception of funeral requisites, perishables and pets. Note: Where a person wishes to reclaim their own belongings which are stored at the rental property and ownership can be proven as the third party’s belongings, it is appropriate to allow those items only to be taken. For example, a passport, or other personal documents. Page 16 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Where an LPR has not been identified, supervised access may be given to a member of the Victoria Police to locate paperwork identifying the LPR/NOK. Unsupervised Access Only the following people are permitted unsupervised access to the rental property: an LPR of the deceased estate, or in the absence of an LPR, the NOK, a property inspector for State Trustees acting as LPR, or Police Officers authorised by State Trustees to act on their behalf. Removal of Goods from the Property Abandoned Properties & Goods chapter in this Manual It is the responsibility of the LPR of the deceased to arrange removal of all goods from the property before returning the keys. Goods left behind in the property are treated as abandoned goods. If the OOH incurs costs for rubbish disposal these are charged to the deceased estate by way of a Maintenance Charge Against the Tenant (MCAT). Please note that the MCAT should be deactivated in the event that there are insufficient funds in the estate to cover the charge. When the estate is administered by State Trustees they arrange payment of the MCAT from either the estate or their own funds. 5.6.5 Tenancy Termination Date RTA 1997, s.228 (1)(a) & s.228 (1)(b) Appendix 5.9.6 Notification of Death by LPR/NOK Appendix 5.9.10 NTV to LPR/NOK Appendix 5.9.12 Application to VCAT where LPR Refuses to Leave Page 17 Terminating the Tenancy & Regaining Possession In accordance with the RTA 1997, there are three ways to terminate a tenancy after the death of a sole tenant: 1. Receiving a ‘Notification of Death’ form from the NOK, LPR or State Trustees. The tenancy terminates after expiration of 28 days of receipt of the notice or the notice itself can specify an earlier date. Vacant possession is accepted when the LPR or NOK returns the keys to the housing office; 2. By serving a Notice to Vacate pursuant to s.228 (1)(b) on the LPR/NOK. Staff may only issue this Notice to Vacate if the LPR refuses to submit a ‘Notification of Death’ form. The termination date is 28 days after receipt of the Notice to Vacate by the LPR or NOK. This termination is automatic but if the occupant refuses to leave and offer vacant possession, staff will need to apply to VCAT to obtain an Order for Possession. Contact Legal Services prior to issuing a Notice to Vacate; or Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 RTA 1997, s.228 (2) Appendix 5.9.11 General Application to VCAT if unable to serve NTV 3. By making a general application to VCAT pursuant to s.228 (2) to request an order to terminate the tenancy. This application should only be made where staff have been unable to identify a LPR or NOK and State Trustees are unwilling to assist. Once VCAT have granted the order, a further application will be required to seek an Order for Possession. Contact Legal Services prior to applying to VCAT for an order to terminate the tenancy. Note: Rent continues to be charged to the deceased estate in accordance with the rebated rent entitlement at the time of death, until the tenancy is terminated. 5.6.6 Remaining Residents & Illegal Occupants RTA 1997, s228 (1)(b), s322 & s344 Transfer of Tenancy chapter in the manual Once the tenancy has been terminated in accordance with one of the methods described above, the steps to regain possession will be determined by who is in occupation of the premises. For example, if the LPR is residing in the property and refuses to leave after expiration of the Notice to Vacate pursuant to s.228 (1)(b), staff should seek an Order for Possession pursuant to s.322. If anyone else is residing in the property, (including remaining residents or NOK who have applied for, and not been approved for a transfer of tenancy status) the tenancy must be terminated prior to commencing legal action. An application to VCAT for an Order of Possession can then be made pursuant to s.344 on the basis they are illegal occupants. Contact Legal Services prior to terminating the tenancy or applying to VCAT for an Order for Possession. Illegal Occupancy & Squatters chapter in this manual Page 18 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.7 Terminating Tenancies Procedures 5.7.1 Vacating Advice for Terminating Tenants When a tenant advises that they intend to vacate their rental property, advise them that: Written notification, signed by the tenant, is required. The OOH requests that 28 days notice be given wherever possible. Rent will be charged on the property until the general notice of termination and keys are returned to the Housing Office. A condition inspection of the rental conducted, before they vacate if possible. RTA 1997, s.235 Appendix: 5.9.1 Tenant’s General Notice of Termination property will be Provide the tenant with the following: Appendix: 5.9.2 Vacating Instructions A Tenant’s General Notice of Termination’ Form for them to complete and return as soon as possible, and An account statement to show any outstanding charges that need to be repaid. On receipt of written advice, record the tenant’s intention to vacate on ISIP and place the written advice on the tenancy file. Vacating Inspection Maintenance Manual 5.7.2 Terminating the Account Appendix: 5.9.1 Tenant’s General Notice of Termination When a tenant advises of their intention to vacate, arrange an inspection of the rental property in order to complete a Tenancy Condition Report. The inspection should occur prior to the tenant vacating wherever possible. Termination of Tenancy by the Tenant Terminate the tenancy on ISIP from the date the ‘Tenant’s General Notice of Termination’ form is submitted and keys are returned to the housing office. Provide a return of keys receipt and record this in the vacated key register. If the keys are mailed to the office with a general notice of termination form, send a return of keys receipt and record this in the vacated key register. Where the keys are returned to the non-controlling office, the register should be updated to reflect the date the keys were received, and also the date that the keys were forwarded to the controlling office. Upon receipt of the keys, the controlling office can then confirm the actual termination date with the office that initially received the keys. Label and retain the keys to be given to the contractor Page 19 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 undertaking the vacant unit maintenance. Issue the tenant with an ISIP termination letter either by hand or by sending it to their forwarding address. If the forwarding address is not known, send the letter to the rental property as the last known address. Movable Units Movable Unit chapter of this manual When a movable unit is vacated, terminate the tenancy in the same way as for other tenancies. Terminate the account on ISIP and send the labelled keys and a copy of the ISIP vacancy notice to: Movable Units, Level 26, 50 Lonsdale Street, MELBOURNE 3000 Police Witness Protection Program Allocations manual When a tenant vacates because they are relocating as part of the Police Witness Protection Program, do not enter a forwarding address or make file notes in order to ensure confidentiality of their new location. If the tenant is transferring to another OOH property, their old and new accounts must not be linked for the same reason. Where ISIP requires the client to be linked with previous records, the Client Reference Number will need to be removed from those accounts. 5.7.3 Remaining Occupants when the Tenant Vacates Transfer of Tenancy chapter in this manual Illegal Occupants & Squatters chapter in this manual Page 20 When a tenant vacates and an occupant who is not a signatory of the tenancy agreement remains in the rental property, determine whether the occupant is: a resident who may be eligible to have the tenancy transferred into their name, an illegal occupant, or a squatter. If the occupant is eligible for tenancy rights but has not submitted a transfer of tenancy application, contact them to ensure they understand that they must do so if they wish to remain in the rental property. If the occupant is ineligible to have the tenancy transferred into their name, they cannot remain in the rental property. Take appropriate action to terminate the tenancy and regain possession of the property in accordance with Illegal Occupants and Squatters policy and procedures. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.7.4 Account Balances for Vacating Tenants Credit at the Time of Vacating Vacated Tenants Accounts chapter in this Manual Arrears at the Time of Vacating Appendix: 5.9.3 Vacated Arrears Agreement If vacating an account results in a credit balance, advise the tenant that this money will be refunded once the account has been finalised by Revenue and Accounts Receivable, Vacated Tenants Section. When a tenant has an outstanding debt of rent and/or maintenance (MCAT) charges at the time of vacating the rental property, inform them of the amount owing and request that they pay it in full. If the tenant cannot pay all charges owed, negotiate an “Agreement to Repay Rental/Maintenance Arrears”. A ‘Vacated Arrears Agreement’ may be signed if the ISIP form is not available. Make a copy of the completed agreement for the tenant and fax it to Revenue and Accounts Receivable Section, Finance and Business Services Branch, on fax: (03) 9096 9127. If a Legal Agreement is in place, inform the tenant that they are obliged to continue their arrears repayments as per the agreement until all the debt is repaid. Ensure that the tenant signs a ‘Vacated Arrears Agreement’ with the same weekly repayment amount as the Legal Agreement, to acknowledge their understanding that payments must continue. Make copies of both agreements for the tenant and fax them to Revenue and Accounts Receivable Section, Finance and Business Services Branch, on fax: (03) 9096 9127. Page 21 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.8 Deceased Estates Procedures 5.8.1 Notifying Next of Kin Deceased Tenant’s Next of Kin is Unknown Appendix: 5.9.4 If the tenant died in hospital, the hospital will inform the NOK. Procedural Flowchart If the Housing office becomes aware of the death of a tenant before a NOK has been located and the tenant did not die in hospital, inform the Victorian Police. The Police will make initial enquiries to determine the NOK and inform them of the tenant’s death. Provide any relevant information from the file to the appropriate organisation to aid their investigations. Request that the NOK, when found and notified, be asked to contact the Housing office. Ask that the Housing office is also provided with the LPR/NOK’s name, address and telephone number. Note: It is not the role of the OOH to inform a tenant’s NOK of their death. If the NOK contacts the Housing office before they have been notified of the tenant’s death, refer them to the appropriate organisation. For example, the police or hospital. 5.8.2 Identifying the LPR L Legal Services When the NOK is in contact with the Housing office, take reasonable steps to identify the tenant’s LPR. Ask the NOK whether the tenant left a Will, and if so, whether they are the appointed executor of that Will. If you become aware that two or more potential LPRs are in dispute as to who should administer the estate, contact Legal Services. Tenant Has Left a Will If the tenant has left a Will, the executor of the Will is the LPR and the only person whom the housing office can allow to finalise the tenancy and remove goods from the property. The LPR must provide: Appendix 5.9.6 Notification of Death by LPR or NOK Identification, a certified copy of the Will or the original to be copied by the housing office, and a completed ‘Notification of Death’ form. Tenant Has Not Left a Will Page 22 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 If the NOK claims that the tenant has not left a Will but that they will be applying for Letters of Administration to administer the estate, they must provide: Appendix 5.9.6 Notification of Death by LPR/NOK 5.8.3 State Trustees Ltd Appendix 5.9.9 Referral to State Trustees Ltd RTA, s228 identification, a completed ‘Notification of Death’ form, the death certificate showing them as NOK, or If the death certificate is not available, an official document showing the relationship of the NOK to the deceased. For example a birth certificate identifying the tenant as a parent, or a marriage certificate identifying the tenant as a spouse. If after five working days the Police have been unsuccessful in locating the NOK, request assistance from State Trustees Ltd by completing and faxing the ‘Referral to State Trustees Ltd’ form on fax: (03) 9667-6287. State Trustees Ltd will continue the search, and until the NOK/LPR are determined. They are empowered to act in the capacity of legal representative. In this capacity, ask them to make a formal notification of death in writing to the OOH. State Trustees Ltd are required to inspect the property and if there are any goods or vehicles on the property, to arrange for their distribution to relatives, sale or disposal. A property inspector contacts the housing office to arrange access for an inspection, which should be conducted as soon as possible to avoid delaying the vacant unit maintenance. If the property inspection has not been conducted or arranged to be conducted within five working days of sending the referral to State Trustees Ltd, contact them to arrange an inspection time. If the Housing office is in possession of the keys, give the keys to the property inspector after identification is sighted confirming that they are an employee of State Trustees Ltd. If the Housing office does not have keys to the property but there are master keys, accompany the property inspector to allow access to the premises. Make a time to return and secure the property when the inspection is complete. If the Housing office is not in possession of the keys, arrange for a contractor to change the locks, in the presence of a Housing Services Officer (HSO). Store the keys on behalf of State Trustees Ltd, as executor, at the Housing office. Note: In some regional areas State Trustees Ltd may request the assistance of the local Police or Real Estate Agent to act on their behalf. If this occurs, confirm that this authority has been given by way of a phone call to State Trustees Ltd. Page 23 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.8.4 Correspondence Address When the death of a sole tenant/occupant has been confirmed, alter the correspondence address on ISIP so it reads: The Estate of X (Deceased) c/o <insert number and street name of the rental address> <insert suburb or town of the rental address> All other correspondence to the LPR and/or occupiers of the property should also be addressed in this way, unless another address is established for the LPR. In this case the address only is changed. Do not address mail to an individual. Note: Legal notices are not to be sent until the Housing office has confirmed that the NOK are aware of the death. 5.8.5 Obtaining Notification of Death Obtaining Written Notification of the Tenant’s Death Appendix 5.9.5 Inform the LPR that they will have a maximum of 28 days from the date the ‘Notification of Death’ form is submitted to the Housing office to offer vacant possession and return the keys to the Housing office. Letter to Request Written Advice of Death Appendix 5.9.6 Notification of Death by LPR or NOK Appendix 5.9.2 Vacating Instructions Once the identity of the LPR has been established, send a ‘Letter to Request Written Advice of Death’, advising the LPR to complete the ‘Notification of Death’ form to be submitted to the Housing office within five days. On receipt of the ‘Notification of Death’ form, offer the LPR a rental account statement and indicate the “paid to” date. Offer them a ‘Vacating Instructions’ form. Explain that the rent will continue to be charged to the estate until all goods are removed and vacant possession is offered up through return of the keys. Terminate the tenancy on ISIP from the date keys are received from the LPR/NOK. Ensure that a Notification of Death form has been completed. Appendix 5.9.5 Letter to Request Written Advice of Death RTA 1997, s.228 (1)(b) Appendix 5.9.10 NTV to LPR or NOK Appendix 5.9.12 Application to VCAT where LPR refuses to Leave Page 24 If the Notification of Death Form is Not Provided If written notification of the tenant’s death has not been provided by the deceased tenant’s LPR within five days of sending the ‘Letter to Request Written Advice of Death’, serve a Notice to Vacate on the LPR or NOK pursuant to s228 (1)(b). If no response is received, wait 28 days plus three days postage, then apply to VCAT for an Order for Possession pursuant to s322. Contact Legal Services prior to issuing a Notice to Vacate or making an application to VCAT. If written notification has not been provided by the deceased tenant’s NOK who has taken up residence in the property, they Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 L Legal Services should be treated as an illegal occupant. Serve a NTV on the LPR or NOK pursuant to s228 (1)(b). Staff should then apply to VCAT for an Order for Possession pursuant to s344. Contact Legal Services prior to issuing a Notice to Vacate or making an application to VCAT. Where the OOH obtains from VCAT an Order for Possession, and the LPR or NOK refuses to offer vacant possession, apply for, and execute a Warrant of Possession. 5.8.6 Regaining Possession of Property L Legal Services If Vacant Possession is Not Offered the If written notification of death is submitted to the Housing office by the LPR but vacant possession is not offered up within 28 days of its receipt, contact the LPR and any remaining household members. Remind them that it is OOH policy to seek the termination of a tenancy 28 days after receiving written notification of the tenant’s death. Contact Legal Services for advice regarding legal action. If There is No LPR/Next of Kin/State Trustees RTA 1997, s228 (2) Appendix 5.9.11 General Application to VCAT if Unable to Serve NTV If no LPR / NOK have been identified and State Trustees are unwilling to assist, termination of the tenancy must be obtained by applying to VCAT for an order of termination pursuant to s228 (2). Please contact Legal Services for advice prior to applying for an order of termination. If VCAT have granted an order of termination, and there are occupants residing in the property who refuse to leave, contact Legal Services for advice prior to applying for an order of possession or taking legal action to regain possession of the property. RTA 1997, s228 (1)(b) & s344 Appendix 5.9.10 NTV to LPR or NOK Illegal Occupants & Squatters chapter in this manual Appendix 5.9.6 Notification of Death by LPR/ NOK Page 25 Remaining & Illegal Occupants Where there are remaining household members in the deceased tenant’s property, and they are not eligible for a transfer of tenancy, or they are eligible and have been advised that they need to apply for tenancy rights but have declined to do so, staff must terminate the tenancy prior to commencing illegal occupancy proceedings. Serve the appropriate Notice to Vacate (refer to section 5.6.5 in this chapter) and make an application to VCAT for an Order of Possession. The steps to regain possession of will be determined by who is in occupation of the premises (refer to section 5.6.6 in this chapter). Contact Legal Services prior to serving a Notice to Vacate or making an application to VCAT for an Order for Possession. Note: Housing staff should terminate a deceased tenancy by issuing a Notice to Vacate as a last resort. It is preferred that termination be acquired by obtaining a ‘Notification of Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 Death’ form and vacant possession from the LPR where possible. 5.8.7 Removal of Goods From the Property Abandoned Property & Goods chapter in this Manual Appendix 5.9.7 LPR Declaration re Outstanding Charges Inform the LPR that it is their responsibility to arrange removal of all goods from the property before returning the keys. When goods remain in the rental property after the tenancy is terminated, and they are assessed as being of no monetary value according to Abandoned Goods policy and procedures, raise an MCAT to the deceased estate for rubbish removal. If the LPR later advises that there are insufficient funds in the estate to pay the charge, ask them to complete a ‘LPR Declaration re Outstanding Charges’ to that effect and deactivate the MCAT. When the estate is administered by State Trustees Ltd they will arrange payment of the MCAT from either the estate or their own funds. An MCAT against State Trustees Ltd as administrator should never be pursued at VCAT. 5.8.8 Outstanding Account Balances for Deceased Tenants Credit Balances For Deceased Tenants Vacated Tenants Accounts chapter in this Manual Arrears for Deceased Tenants Page 26 If terminating the tenancy of a deceased tenant results in a credit balance, advise their LPR that this money will be refunded once the account has been finalised by Revenue and Accounts Receivable, Vacated Tenants Section (refer to s15.6.2 in the Vacated Tenants Accounts chapter in this manual). Where the tenant is deceased, Revenue and Accounts Receivable Section, Finance and Business Services Branch will inform the deceased’s estate or legal representative of the amount owing and request payment in full. If there are insufficient funds available in the deceased’s estate, the debt will be written off by Finance and Business Services Branch. Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9 Terminating Tenancies & Deceased Estates Appendix 5.9.1 Tenant’s General Notice of Termination Department of Human Services Incorporating: Community Services and Housing TENANT’S GENERAL NOTICE OF TERMINATION I/we wish to terminate the tenancy agreement with the Director of Housing, in accordance with the Residential Tenancies Act 1997, for the premises at: __________________________________________________________________ I/We understand that the consent, once given, is irrevocable in accordance with s218 of the RTA1997. As tenant/s of the above property, I/we intend to vacate the premises on: ____/____/____ (date) at ___________ am/pm (time) for the following reasons: __________________________________________________________ ____________________________________________________________________ My/Our forwarding address is: Tenant: ________________________________________________ Tenant: ________________________________________________ I understand that rent will continue to be charged until all keys to the property are surrendered to the Office of Housing. I have read and understood the vacating instructions form. Tenant’s Signature(s): _______________________________ Date: ____/____/___ __________________________________________ OFFICE USE ONLY Notice received (date): _____/_____/_____Keys received (date): _____/_____/_____ Key Register Reference Number: _______ Office Date Stamp ---------------------------------------------------------------------------------------------------------------------------------------TENANT’S RECEIPT – RETURN OF KEYS (GENERAL NOTICE OF TERMINATION) Retain as proof of return of keys Tenant’s Name: _______________________________________Date: ____/____/____ Property Address: ____________________________________________________________________ Notice received: ______________________ Keys received: _________________________________ Receiving Office: ____________Key Register Reference Number: ___________________ Office Date Stamp: Issuing Officer: _________________________ OFFICE USE ONLY Page 27 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.2 Vacating Instructions Department of Human Services Incorporating: Community Services and Housing VACATING INSTRUCTIONS The Tenancy Agreement you signed at commencement of your tenancy requires the following to be undertaken prior to you vacating: When preparing to vacate: give 28 days written notice of intention to vacate; ensure the property is in good repair; return all alterations carried out on the property to its original condition unless there is written agreement from the Housing Office for the alteration to remain. Otherwise you may be charged for the cost of returning the property to its original condition; and ensure any garden area belonging to the property is mowed and left in a tidy condition. On the day you intend to vacate: Take care to avoid damage to the property; as you will be charged for Any damage to the premises. remove all rubbish and unwanted goods from the property or be prepared to be charged for their removal; leave the property in a reasonably clean condition; leave any stairs, landings and passages adjoining the premises in a reasonably clean and tidy condition (do not leave unwanted furniture or other large items in common areas or for domestic rubbish collection); return all keys to your local Housing Office and sign a “Tenant’s General Notice of Termination” form; and notify your local Housing Office of any damage to the property. ANYTHING NOT CONSIDERED AS FAIR WEAR AND TEAR WILL BE TREATED AS DAMAGE AND CHARGES WILL BE INCURRED. For information regarding the above, please contact your local office. Page 28 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.3 Vacated Arrears Agreement Department of Human Services Incorporating: Community Services and Housing VACATED ARREARS AGREEMENT RE:Vacated Rental Account Number:____________________________________________ Vacated Tenant’s Full Name:______________________________________________ Vacated Address:______________________________________________ Suburb or Town:____________________________ P/Code: __________ Date Tenant(s) Vacated: ___________________________ I/We ______________________________________________________________________ of ____________________________________________________________ agree to pay $ _________________ per week / per fortnight (New address) / per month (Circle one) commencing _________________ (Date of first payment) until the amount(s) owing in my rental balance: $ ____________________ DR other charges balance*: $ ____________________ DR are repaid in full. I can be contacted on: __________________________ and (Telephone number) I understand that failure to adhere to this agreement may result in the commencement of legal action by the Director of Housing, and that I will be responsible for any legal costs incurred, including solicitors’ fees. Tenant’s Signature(s) ________________________Date: ________________________ _________________________ _____/_____/_____ _____/_____/_____ _____/_____/_____ Signature of Witness __________________________________ Date: Name of Witness *Note: Page 29 _____/_____/_____ __________________________ Position: _______________________ Your other charges balance is comprised of tenant responsibility maintenance charges and/or water charges. This balance may change if tenant responsibility damage is identified and substantiated at the VCAT. (This is an ISIP generated Document) Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.4 Procedural Flowchart for Terminating the Tenancy of a Sole Tenant OOH is informed of death of sole tenant Refer Yesto Transfer of Tenancy Chapter Are there remaining household members who are eligible to be given tenancy rights? Advise household of ineligibility and continue process No Identify Legal Personal Representative / Next of Kin If no Legal Personal Representative or Next of Kin exist and State Trustees are unwilling to be involved, apply to VCAT for an order to terminate the tenancy pursuant to s.228(2) No If unknown contact the Probate Office on 9603-9296 to verify death or State Trustees on 9667-6444 to determine if they wish to be involved and issue a Death Certificate Contact or write to the Legal Personal Representative / Next of Kin and request a Notification of Death form to be submitted within 5 days Please contact Legal Services prior to issuing a Notice to Vacate or making application to VCAT for a termination/posses sion order Page 30 If no notification is received within 5 days serve a NTV pursuant to s.228(1)(b) on the Legal Personal Representative or Next of Kin. If notification & vacant possession is not offered after expiration of the notice (28 days), apply to VCAT for an Order of Possession Where there are occupants in the premises that are not eligible for a transfer of tenancy and are determined as illegal occupants / squatters, contact Legal Services prior to commencing legal action Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.5 Letter to Request Written Advice of Death NB - This letter is only sent if the Next of Kin have already been informed of the death. Department of Human Services Incorporating: Community Services and Housing The Estate of <insert tenant’s name> (Deceased) c/o <insert address of Legal Personal Representative/ Next of Kin> if known, or OOH property address> <insert date> To The Estate of <insert tenant’s name>, The Office of Housing has reason to believe that <insert tenant’s name> formerly of: <insert tenant’s OOH rental address> has recently passed away. Our records identify you as the next of kin / legal personal representative. The Office of Housing respectfully requests your prompt co-operation to make the property available for reletting, due to the high demand for public housing. You can assist in the following ways: Written Notification The OOH requests that the legal personal representative / next of kin of a deceased sole tenant provide written notification of the death to the Office of Housing 28 days before the tenancy can be terminated. A form entitled “Notification of Death by Legal Personal Representative or Next of Kin” is attached to this letter to assist you. Please complete and return this form no later than 5 working days from now. If you are unable to provide notification because you are not the legal representative of the person named above, please inform the Housing Office immediately. Returning Vacant Possession to the Office of Housing The Director entered into a tenancy agreement with the late <name> on <date>. The Director understands that <name> died on or about <date>. There are very substantial demands on the Director’s housing stock; and, in order to meet those demands, the Director has decided that it would be appropriate to recover possession of the premises that were the subject of the tenancy agreement with <name>. Removal of Goods from the Property Once written notification is received from you, the Housing Office will arrange a date with you before which you will remove the deceased’s possessions from the rental property and return the keys to the Housing Office. This date can be no more than 28 days after your written notification of the death is received. If you are the legal personal representative / next of kin but are unable to remove all of the tenant’s goods due to illness, disability or because you do not live in Victoria, you may appoint State Trustees to act on your behalf. If this relates to you, please contact State Trustees immediately on phone: (03) 9667 6444 to discuss your options, and notify the Housing Office of what you are planning to do, on <insert phone number>. Yours sincerely, Housing Services Officer <insert location> Housing Office <attach Notification of Death by Legal Personal Representative or Next of Kin form> Page 31 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.6 Notification of Death by Legal Personal Representative or Next of Kin Department of Human Services Incorporating: Community Services and Housing Notification of Death by Legal Personal Representative or Next of Kin To: The Director of Housing, ___________________ Housing Office (As Landlord) At: ___________________________________________________ (Office Address) Re. The Estate of _________________________________________ (OOH Tenant) Take Notice that the above named tenant of the Office of Housing has recently passed away. They were formerly of: __________________________________________________________ _______________________ Postcode __________ (OOH Rental Address) And I, _________________________________ (Your Name), Date of Birth ___/___/___ (Yours) of __________________________________________________________(Your Address) ________________________ Postcode __________ Phone: _______________________ as legal personal representative / next of kin of the deceased (please circle one), hereby authorise the termination on __________ (Date no more than 28 days from today) of the tenancy of the above tenant. I acknowledge that this notification is pursuant to section 228(1)(a) of the Residential Tenancies Act 1997. I further acknowledge that any rent paid by me for the above property is on behalf of the former tenant’s deceased estate and does not entitle me to tenancy rights. After terminating the account, please notify me as legal personal representative or next of kin of the deceased, of any outstanding rent and/or charges owing on the deceased tenant’s rental account at your earliest convenience. I declare that all information requested in this Notification of Death by Legal Personal Representative or Next of Kin has been provided and is true and correct. Signed: ______________________________________ Date: _________________ Page 32 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.7 Legal Personal Representative Declaration regarding Outstanding Charges Department of Human Services Incorporating: Community Services and Housing LEGAL REPRESENTATIVE DECLARATION (Re: Outstanding Credit/Charges) Re: The Estate of ________________________________________________ (deceased), formerly of ____________________________________________________ ___________________________________P/Code___________ (OOH rental property). I, _______________________________________(name of declarant / legal representative) of ___________________________________________________ ___________________________________P/Code__________ 1. (address of declarant) I solemnly and sincerely declare that (tick one option): ( ) I am executor to the deceased estate of the above named tenant, according to their Last Will and Testament. OR ( ) to the best of my knowledge I am the nearest living relative of the above named tenant and am therefore entitled to apply to the Supreme Court of Victoria for letters of administration in relation to his/her deceased estate, pursuant to the Administration & Probate Act (1958). 2. Having read the Office of Housing Policy on Terminating Tenancies and Deceased Estates on the reverse side of this form, I DECLARE that (tick the appropriate option): ( ) I agree to accept liability to arrange, on behalf of the deceased estate and in accordance with the above policy and procedures, the payment from the estate of all charges owed by the tenant to the Office of Housing, in so far as there are sufficient funds in the estate to cover them. Any outstanding credit is to be forwarded to me, as the legal representative of the deceased estate. OR ( ) I have investigated the deceased estate, including the tenant’s rental account, and assessed it’s value as being less than the rubbish disposal costs incurred by the deceased estate, therefore I request that that this charge be waived. AND I acknowledge that this declaration is true and correct and I make it in the belief that a person making a false declaration is liable to the penalties of perjury. DECLARED at __________________________________________ in the state of Victoria, on the ______ day of _________________ in the year _______. DECLARED by ____________________________ (Full name of declarant) Before me ____________________________ (Full name of witness) ____________________________ (Signature of declarant) ___________________________ (Signature of witness) At ________________________________________ Position Title __________________ Page 33 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.8 Continued (reverse side) OFFICE OF HOUSING TERMINATING TENANCIES AND DECEASED ESTATES Policy & Procedure Excerpts (2008) “The tenant/s remain responsible for payment of the rent up until the termination date” (section 5.5.4) “Rent continues to be charged to the deceased estate in accordance with the rebated rent entitlement at the time of death, until the tenancy is terminated” (section 5.6.5) “It is the responsibility of the Legal Personal Representative of the deceased to arrange removal of all goods from the property before returning the keys. Goods left behind in the property are treated as abandoned goods. If the OOH incurs costs for rubbish disposal these are charged to the deceased estate by way of a Maintenance Claim Against the Tenant (MCAT). The MCAT is deactivated in the event that there are insufficient funds in the estate to cover the charge” (section 5.6.4) If terminating the tenancy of a deceased tenant results in a credit balance, advise the Legal Personal Representative that this money will be refunded once the account has been finalised by Revenue & Accounts Receivable, Vacated Tenants Section. (section 5.8.8) Page 34 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.9 Referral to State Trustees Department of Human Services Incorporating: Community Services and Housing REFERRAL TO STATE TRUSTEES Ltd. To: The Manager, Deceased Estate Administration State Trustees Limited 168 Exhibition Street MELBOURNE 3000 The Office of Housing has reason to believe that the tenant named below is recently deceased: Tenant’s Name: ______________________________Date of Birth: ______________ Rented Premises At: ____________________________________________________________ _____________________________________ P/Code: ______________ It is a condition of the Residential Tenancies Act (1997) that the Landlord must receive written notification of the death of a tenant from the legal personal representative before terminating the tenancy. As Landlord of the above premises the Director of Housing requests your assistance because no legal personal representative has been identified. At your earliest convenience, please provide: (Housing Officer to indicate assistance required with a ()) ( ) written advice to the Housing Office that State Trustees will be acting as the legal personal representative of the deceased tenant named above ( ) an inspection and removal of the deceased’s goods from the above rental premises Please contact the following Housing Office to discuss the matter further: Housing Office: ________________________________________________________________________ Postal Address: Contact Person: Page 35 ______________________________P/Code: _____________ ______________________Ph: ________________________ Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.10 Notice to Vacate to Legal Personal Representative or Next of Kin FORM 3 Residential Tenancies Act 1997 (Section 319) RESIDENTIAL TENANCIES REGULATIONS 1998 (Regulation 8) NOTICE TO VACATE TO TENANT OF RENTED PREMISES 1. This notice is given to (insert LPR or Next of Kin name): ** 2. Regarding the rented premises at: (insert address of rented premises) 3. Your address is: (if same as address in 2, write "as above") 4. ** ** I am giving you this notice as [x] the landlord [ ] the owner [ ] the mortgagee (mark one only) 5. Landlord's/owner's/mortgagee's name: DIRECTOR OF HOUSING 6. Landlord’s or owner’s or mortgagee’s addresses for serving documents (can be an agent's): 7. ** HOUSING OFFICE ** (details of address) Contact telephone numbers for landlord/owner/mortgagee: 8. I require you to vacate on or before (insert date): 4pm on postage*> (TERMINATION DATE) 9. ** <*28 days plus 3 days Reason for notice to vacate: (Insert the reason for the notice to vacate, if a reason is required by the Act) The deceased’s tenancy will terminate at the expiration of 28 days after the Landlord has served this notice to vacate on the Legal Personal Representative or Next of Kin of the deceased, pursuant to section 228 (1)(b) of the Residential Tenancies Act 1997. 10. This notice is given: *By hand *By registered post (*delete whichever is inapplicable) On this date <****> 11. Signature: 12. Page 36 ……………………………………………………… For and on behalf of the Director of Housing Name of agent (if an agent is serving the notice): Not applicable Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 ** complete these details 5.9.11 General application to VCAT if unable to serve Notice to Vacate (example) Page 37 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009 5.9.12 Application to VCAT where Legal Personal Rep refuses to leave (example) Page 38 Terminating Tenancies & Deceased Estates: Version 4.1 September 2009
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