As of January 1, 2015, anyone who has received a Certificate of Appointment of Estate Trustee must file with the Ministry of Finance within 90 days of the Certificate being issues, a Estate Information Return. There is also a further obligation for the estate representative to file an amended estate information return if the representative becomes aware that any information given to the Ministry is incorrect or incomplete. An amended information return must be filed within 30 days of becoming aware of the discrepancy. This obligation to correct any errors with the Ministry of Finance continues for four years after being issued with the Certificate of Appointment of Estate Trustee.
Follow the link provided for the Estate Information Return which can be completed and printed http://www.forms.ssb.gov.on.ca/mbs/ssb/forms/ssbforms.nsf/GetFileAttach/9955E~1/$File/9955E.pdf
Anyone who has received a Certificate of Appointment of Estate Trustee prior to January, 2015 is not required to submit an Estate Information Return. However, those with a Certificate dated after January 1, 2015, is required to remit the completed form to the Ministry of Finance in the allotted time period. Completed forms can be mailed, couriered or faxed. Follow the link provided to obtain more information about the Estate Information Return http://www.forms.ssb.gov.on.ca/mbs/ssb/forms/ssbforms.nsf/GetFileAttach/9955E~2/$File/9955E_Guide.pdf
