Estate liquidation - Letter requesting a clearance certificate from the Canada Revenue Agency

Description

• Towards the end of an estate settlement, a prudent liquidator will obtain a clearance certificate from theCanada Revenue Agency before proceeding with the distribution of assets to the heirs.
• Obtaining this certificate before distributing the assets is particularly important to ensure that the liquidator is not held personally liable for any tax debts owed by the deceased.
• The cover letter for requesting a clearance certificate, available on this site, is suitable for most situations.
• In accordance with the provisions of applicable legislation, including Bill 25, it is highly likely that the Canada Revenue Agency will require certain documents before sending you the data and information it holds on the deceased:
  • A death certificate issued by the Directeur de l'état civil.
  • A will search issued by the Chambre des notaires du Québec and the <Barreau du Québec.
  • A declaration of legal heirs or designation of liquidator to establish the list of heirs, if the person died without leaving a will or leaving an incomplete will. If necessary, you can use our online notarized declaration of legal heirs> service.
  • A copy of the will, if the person died leaving a will.

• Discover a wealth of information about settling or liquidating an estate by visiting our legal FAQ.

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