As part of the estate settlement process, if the deceased had a Canadian Goods and Services Tax number, you will need to obtain all relevant information about the deceased's tax account from the Canada Revenue Agency before you can proceed with the estate inventory of the deceased's assets.
This letter can also be used in the event that the deceased has received a refund cheque issued by the government authorities, which could not be cashed before the death of the beneficiary.
The information request letter available on this site is suitable for most situations.
In accordance with the provisions of any applicable legislation, including what is commonly referred to as Bill 25, it is highly likely that the Canada Revenue Agency will require certain documents before sending you the data and information it holds concerning the deceased:
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 other online notarized declaration of legal heirs service.
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.