Final and Trust Return Checklist Contact Name*Contact Email* Contact Phone Number*Name of Deceased*Deceased's SIN*Executor's Name*Date of Death*Have any amounts been disbursed from the estate?*YesNoDetails*Amount disbursed, to who, when.Included Items Death Certificate (Photocopy is acceptable) Signed Notarized copy of Will (preferably a probated copy) that must go to CRA with the return. Photocopy of original is acceptable. If no Will, Papers of Administration Copy of Last Year’s Return Last Year’s Notice of Assessment Spouse’s return if we are not preparing current year for them Assets still owned at death List of assets from lawyer if stocks, GICs or bonds are involved Copy of 1994 Tax Return if Capital Gains Election was made on Capital Property or Stocks Dates Accounts were closed or indicate any accounts still open Date Stocks and Assets were transferred to Beneficiaries Original Costs of stocks or property GICs, principal interest rate, payment date, etc. Slips from charities named in Will Was there a Death Benefit issued from CPP? If Yes – need CPP T4AP File Attachments Drop files here or Accepted file types: pdf, doc, docx, jpg, png, txt, xls, xlsx. If including digital copies of required items, please attach them here.Trust Returns are done if the Estate received a CPP Death Benefit and if there is any income earned in the Estate after death. Date Final Return is Due If Deceased January – October 31, due April 30th of the following year If Deceased November – December 31, due 6 months after death Date Trust Returns are Due March 30th if a Calendar Year End is used for the trust (Calendar used on On-going Trusts) 3 Months after Trust Year End Date if any other Year End is usedConsent* I agree to receive further communications from C & V Income Tax Services. CAPTCHA This iframe contains the logic required to handle Ajax powered Gravity Forms.