Estate Information Return

To be used by the Ministry of Finance to enforce compliance with the Estate Administration Tax Act, 1998. If you applied for a Certificate of Appointment of Estate Trustee on or before December 31, 2019, please refer to the form and guide Up to December 31, 2019. If you applied for a Certificate of Appointment of Estate Trustee after January 1, 2020, please refer to the form and guide After January 1, 2020.

Need help downloading or filling forms?

Please check our Help page for solutions to common issues.

Alert!

PDF Forms will no longer work with older versions of Adobe Reader including Adobe Reader XI. Please update your free Adobe Reader to the latest version from the Acrobat Reader download page so that you can continue to access these forms.


Download Adobe Reader Free Version

Make the most of your experience with accessing, downloading, and filling forms acquired from the Central Forms Repository by watching this brief video overview.

single frame of the linked video. Click to begin playback in a new browser window
Download English Transcript

Forms, Links, and Information

Additional Information

Form Number 9955
Title Estate Information Return
Description To be used by the Ministry of Finance to enforce compliance with the Estate Administration Tax Act, 1998. If you applied for a Certificate of Appointment of Estate Trustee on or before December 31, 2019, please refer to the form and guide Up to December 31, 2019. If you applied for a Certificate of Appointment of Estate Trustee after January 1, 2020, please refer to the form and guide After January 1, 2020.