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FORM 74.4.1 Courts of Justice Act APPLICATION FOR CERTIFICATE OF APPOINTMENT OF ESTATE TRUSTEE WITH A WILL (INDIVIDUAL APPLICANT) LIMITED TO THE ASSETS REFERRED TO IN THE WILL ONTARIO SUPERIOR COURT.

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How to fill out the Form 74 4 online

This guide provides a comprehensive overview of the process for completing the Form 74 4 online. Follow these clear steps to ensure you accurately fill out the application for certificate of appointment of estate trustee with a will.

Follow the steps to successfully complete the Form 74 4 online.

  1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by providing the applicant's details at the top of the form. Enter your full name and address in the designated fields.
  3. Next, complete the section regarding details about the deceased person. Fill in their first, second, and third given names, surname, and any other names they may have used. Include the date of birth and last known address.
  4. Indicate whether the deceased had a fixed place of abode in Ontario and provide details of their last occupation. Also, include the place and date of death.
  5. Complete the section for the last will and any codicils, providing their dates and answering whether the deceased was of legal age at the time the will was made.
  6. In the next section, indicate marital status and answer questions regarding the deceased's marriage and any relevant details that may affect the application.
  7. Provide an assessment of the value of assets as referred to in the will, ensuring not to include excluded items like joint property.
  8. Address questions about any persons entitled to an interest in the estate and provide explanations as needed.
  9. Complete the affidavit section by confirming your age, the truthfulness of the information, and your commitment to administer the estate according to the law.
  10. Finally, review all entries for accuracy. Once confirmed, you can choose to save changes, download the completed form, print it for your records, or share it as required.

Complete your Form 74 4 online today and ensure accurate submission for your estate management needs.

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Probate is required for most estates in Ontario. In a few, relatively rare cases, the requirement to probate is waived or avoided by pre-death planning.

Form Description: Application for a Certificate of Appointment of Estate Trustee. Version Date: Nov. 1, 2023. Effective From: April 1, 2024.

There's a common-law rule of thumb that an estate's executor has 1 year from the date of death to settle the estate. This includes: Collecting all estate assets. Paying all estate debts and liabilities.

In Ontario, there is no probate fee for estates with assets up to and including $50,000. For estates of more than $50,000, tax is charged at a rate of $15 for each $1,000 of the estate's value. For example, an estate valued at $500,000 would be calculated as follows.

How to obtain a Certificate of Appointment without a Will in Ontario. In Ontario, the application is made to the Superior Court of Justice. The applicant must file the application in the office of the county or district where the deceased was living when they died.

Ways to reduce or avoid probate fees Joint ownership with right of survivorship. ... Naming beneficiaries on registered accounts. ... Establishing living trusts. ... Gifting assets while you are alive. ... Write a will—and make sure it's valid. ... Reduce the value of your estate. ... Consider segregated funds.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232