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Another question: I received a "RELEASE OF ESTATE TRUSTREE
Hi Debra, Another question: I received a "RELEASE OF ESTATE TRUSTREE WITH A WILL IN THE ESTATE OF" it goes on "in the Will am satisfied that I have received all money and other assets of the estate to… read more
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Probate of the estate had been achieved in2016.Each of 4
Probate of the estate had been achieved in2016.Each of 4 beneficiaries were paid $20000(we are entitled to 1/4 of the remainder of the estate) At that time a Tax Clearance Certificate was not received… read more
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Estate Law, British Columbia, Canada: There is a 200 day
Estate Law, British Columbia, Canada: There is a 200 day waiting period after the bulk of the payout from an estate in / after probate (I am not sure which in / after). The bulk of the payout was Janu… read more
Debra
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I have encountered a situation where an estate has been
I have encountered a situation where an estate has been distributed by the estate trustee but it now appears that the trustee did not pay taxes owing to CRA and distributed that estate without getting… read more
Debra
Debra
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My brother is the executor of my dad's estate. There are
My brother is the executor of my dad's estate. There are five siblings named as beneficiaries. My Dad's will is simple: ‘liquidate the assets and divide by five'. However, my brother and one and one o… read more
Debra
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How do i get a copy of the will of my mother who passed
how do i get a copy of the will of my mother who passed january 2016 and in which i am named, as one of three children, as a beneficiary, when my brother who is named executor refused to communicate? … read more
Debra
Debra
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Doctoral Degree
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My mother, who lived in Windsor, Ont passed away in April
My mother, who lived in Windsor, Ont passed away in April 2016. She named one of my brothers as executor, and all three brothers as beneficiaries.Months have passed and the Ont courts did confirm my b… read more
Debra
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Mom died in 2013 May 02 and I'm the oldest son of her five
Mom died in 2013 May 02 and I'm the oldest son of her five children and was assigned as a sole executor. Shortly after Mom's death I arranged for distribution of the various accounts that Mom had set … read more
Debra
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Lyn and about an estate , Executors want beneficiaries
Executors want beneficiaries to sign a 'final receipt and receipt of estate trustees' and a ' ledger/proposed distribution' form to release an interim distribution. There is still funds left to cover any other expenses, taxes lawyer fees etc while waiting for the tax clearance certificate. Lawyers cover letter for trustees says there are cheques waiting for (8) beneficiary's upon receipt of signed documents. My question is, how can a final release be signed before the estate is finished and does EVERY beneficiary need to sign BEFORE any money is distributed. We are being led to believe if you sign, you get your money....if you don't, you wait ...this seems like blackmail. The estate lawyer has stated in his cover letter that he works for the trustees only and cannot answer any questions. The release also states that if there are insufficient funds left to satisfy any liability against the estate, I agree to reimburse and indemnify the estate my proportionate share etc. I personally would like to wait until the Clearance Certificate before signing a release.BTW...the trustees are also beneficiary's and are not talking to most of the siblings (fellow beneficiary's) … read more
Debra
Debra
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My Canadian Aunt died 4 years ago 8/5/2011. I was and I
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The executor (my sibling) of my parent's estate wants to distribute
The executor (my sibling) of my parent's estate wants to distribute without tax clearance, but wants me to agree to share liability to CRA if future problems arise. Should i agree?… read more
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my father passed away in 2007 and my brother and I are both
my father passed away in 2007 and my brother and I are both executors and beneficeries to his estate, the problem is my brother will not sign a release to get the last amount of money out of the estat… read more
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Thank you for taking my question! I am one of 4 beneficiaries
Thank you for taking my question! I am one of 4 beneficiaries of an 'Estate' in Ontario. My brother is the 'Executor' of the estate and I am generally accepting and supportive of how he has handled th… read more
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My sister passed away in 2010 and I just finished filing out
My sister passed away in 2010 and I just finished filing out an application for the clearance certificate when I found out that there was a BC pension that would be paid to the estate. I am the execut… read more
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My mother-in-law passed away in late December 2010 in Alberta.
My mother-in-law passed away in late December 2010 in Alberta. She had a will which named all of her six children as benificiaries of her estate. She owned a mobile home on a rented lot, which is curr… read more
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Synopsis - two co-executors dealt with a $2M estate from 2005
Synopsis - two co-executors dealt with a $2M estate from 2005 to 2009. Lawyer and accountant consulted throughout. Partial distributions to 22 beneficiaries throughout. Clearance certificate obtained.… read more
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Unknown to my wife and I , we were appointed as co-executors
Unknown to my wife and I , we were appointed as co-executors of my brother's Ontario WILL ( 1975 ). The estate is insolvent and in our capacity as executors, all unsecured creditors have written off t… read more
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I am the executor for my lates aunt's estate. She was a BC resident; I live in Manitoba. I have liquidated all assets and now have a big pile of cash. I also have a big pile of bills (re: the funeral,… read more
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