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The estate trustee of the estate in Brantford Ontario has
The estate trustee of the estate in Brantford Ontario has distributed $70,000 to the grandchildren, distributed all investment money, distributed 3 properties to herself (did not pay for them) and is … read more
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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
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Thanks for taking my question. I've messaged in a few times
Hello, thanks for taking my question. I've messaged in a few times trying to get the correct answer but I keep getting contradictory answers where I get a little confused. I'm the sole beneficiary of … 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
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We have just received Certificate of Appointment as Estate
we have just received Certificate of Appointment as Estate Trustee with a will for my mother's estate. There are not reimbursements or payments outstanding. The estate taxes were delivered to our lawy… read more
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I am 1 of 3 beneficiaries to my fathers estate. All known
I am 1 of 3 beneficiaries to my fathers estate. All known assets were converted to cash over 3 years ago. There are 3 executors to the estate of which 2 are also beneficiaries. Total beneficiaries wou… read more
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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
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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
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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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estate, where any financial assets are simply divided
For an estate, where any financial assets are simply divided evenly among beneficiaries , what is the typical procedure to transfer funds to the beneficiaries?… 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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My father passed away on Nov 17/12 in Ontario.The value
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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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I am the executor of my late husbands will/estate. in the
I am the executor of my late husbands will/estate. in the will he stated I had to cash in 2 investments and put the proceeds into an estate account along with his cash amount. I was to pay any taxes r… read more
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When a condo is left as part of an estate to two individuals
When a condo is left as part of an estate to two individuals equally and no other parties are involved is it necessary to transfer title once the probate is completed. Does it not automatically become… 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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My Brother recently dies and left his entire estate to his
My Brother recently dies and left his entire estate to his two neices, my daughters - equally. I am the executor and trustee of his estate. The bulk of this inheritence is in "locked-in" RRSPs (GICs)-… read more
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