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My dad passed in 2018, his final taxes were filed in 2019. I
My dad passed in 2018, his final taxes were filed in 2019. I did not receive a notice of assessment or any communication from Revenue Canada until Thursday. There is a large tax bill resulting from an… read more
Debra
Debra
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Doctoral Degree
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My next question... As previously mentioned, I have chosen
Hi Debra - and my next question...As previously mentioned, I have chosen not to sign the trustee/executor release presented to me by my brother David in the estate matter we discussed, as I believe th… read more
Debra
Debra
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Doctoral Degree
144,169 satisfied customers
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
Debra
Debra
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Doctoral Degree
144,169 satisfied customers
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
Debra
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Doctoral Degree
144,169 satisfied customers
I am a non resident of BC I would like to sell my condo is
I am a non resident of BC I would like to sell my condo is it true that CRA withholds 25%. … read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
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
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
I am not sure if this questions should be asked here, or in
Hello. I am not sure if this questions should be asked here, or in the Estate Law Category. Sorry if I have chosen incorrectly. I am a beneficiary of my sister's estate. My brother is the executor. Th… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
I have had an estate matter that has been going on since Sep
I have had an estate matter that has been going on since Sep 2013. My brother is a US resident and sole executor and beneficiary of my father's Ontario, Canada estate. I am the only other beneficiary.… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
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
Lawyer
Doctoral Degree
144,169 satisfied customers
My mom passed Aug 2012. The executor is my aunt, her sister.
My mom passed Aug 2012. The executor is my aunt, her sister. The last of my mom's estate, her house, was sold and put in trust Oct 2013. The first payment to the beneficiaries (100K) was disbursed May… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
My Canadian Aunt died 4 years ago 8/5/2011. I was and I
My Canadian Aunt died 4 years ago 8/5/2011. I was and I accepted being an heir. I am American and have lived in the US my whole life. There were two initial co-liquidators. Neither of which I was. I w… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
Sorry to say but I believe a lawyer handling probate for my
Sorry to say but I believe a lawyer handling probate for my fathers estate is using unfair billing and conflict of interest in try to make himself Executor. My Brother is named as Executor in the will… read more
LawyerProfessor
LawyerProfessor
Lawyer
Master's Degree
838 satisfied customers
your mothers estate has been done now for three years ,but
your mothers estate has been done now for three years ,but the estate lawyer has been holding 11000 back. since he has been paid taxes are cleared what legal avenue do we have to get the final release… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
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
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
My father passed away on Nov 17/12 in Ontario.The value
My father passed away on Nov 17/12 in Ontario. The value of his estate is $430,000 which is strictly investments one of which is $390,000. My brother is a foreign executor and now chooses to make a 95… read more
Law.Hut
Law.Hut
Lawyer
Law degree (Juris Doctor)
6,458 satisfied customers
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
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
is it legal to disburse the money from an estate worth less
is it legal to disburse the money from an estate worth less than $10,000. without the counsel from a lawyer… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
My father died in March 2010. His sister is trustee of the
My father died in March 2010. His sister is trustee of the estate. Prior to him dying, he gave two of my brothers Power of attourney for his bank account and also changed his GICs to a joint account w… read more
Debra
Debra
Lawyer
Doctoral Degree
144,169 satisfied customers
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