Filing an Estate Information Return

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Filing an Estate Information Return

Beginning January 1, 2015, an Estate Information Return must be received by the Ministry of Finance within 90 calendar days after a Certificate of Appointment of Estate Trustee has been issued. However, this does not apply to anyone who applied for a Certificate of Appointment of Estate Trustee prior to January 1, 2015.

Exceptions
There is no requirement to file an Estate Information Return with the Ministry of Finance if you have received any of the following:

  • a Certificate of Appointment of Succeeding Estate Trustee with a Will
  • a Certificate of Appointment of Succeeding Estate Trustee with a Will Limited to the Assets Referred to in the Will
  • a Certificate of Appointment of Succeeding Estate Trustee without a Will
  • a Certificate of Appointment of Estate Trustee During Litigation.
  • There is also no requirement to file an Estate Information Return if:
  • you applied for the estate certificate prior to January 1, 2015
  • you were not issued an estate certificate after an Application for Certificate of Appointment of Estate Trustee was made (e.g., your application was withdrawn), or the full amount of estate administration tax has been paid in respect of a deceased’s estate, and there is no change to be reported about the assets of the estate, but a subsequent estate application is required to be filed (such as to appoint a succeeding Estate Trustee), and no additional tax is payable.