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Arthur Rubin
Arthur Rubin, Tax Preparer
Category: Canada Tax
Satisfied Customers: 30
Experience:  Tax preparer with 23 years experience, including US/Canada tax returns.
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How are shares handled with death of mother to siblings,

Customer Question

How are shares handled with death of mother to siblings , regardin mineral rights in a company
JA: Estate laws vary by state. What state are you in?
Customer: Sask. Canada
JA: What documents or supporting evidence do you have?
Customer: A Family mineral holding company
JA: Anything else you want the lawyer to know before I connect you?
Customer: Can shares be rolled without any taxation
Submitted: 1 month ago.
Category: Canada Tax
Expert:  Legal Ease replied 1 month ago.

Hello! My name is***** you for your question. I'm reviewing it now, and will post back again shortly.

Expert:  Legal Ease replied 1 month ago.

Is there a Will?

Customer: replied 1 month ago.
Customer: replied 1 month ago.
We understood when company was formed ,shares could roll to the spouse,children or grand children as long tere was a blood relation with no tax implications.
Expert:  Legal Ease replied 1 month ago.

This is better answered in our Canada tax category so I will ask the site to have it moved and opt out.

Thanks

Customer: replied 1 month ago.
OK thank you

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