PART 1 - Assets owned by the Deceased
*Values must be as of the date of death*
This part lists the assets owned by the Deceased, including all assets owned by the Deceased as a tenant-in-common (When there are 2 or more owners to the asset and one of them dies, this asset transfers to the estate rather then the other owner),but does not include assets owned jointly by the Deceased.
Land/Real Estate/Mines and Minerals (attach a separate sheet if required)
Municipal Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Legal description (if applicable)
Estimated gross value
Within Alberta
Estimated gross value
Outside of Alberta
Mortgages and other financial encumbrances
Within Alberta
Mortgages and other financial encumbrances
Outside of Alberta
Estimated net value
Within Alberta
Estimated net value
Outside of Alberta
Attach a separate sheet if required
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Add Second Land/Real Estate/Mines and Minerals
Municipal Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Legal description (if applicable)
Estimated gross value
Within Alberta
Estimated gross value
Outside of Alberta
Mortgages and other financial encumbrances
Within Alberta
Mortgages and other financial encumbrances
Outside of Alberta
Estimated net value
Within Alberta
Estimated net value
Outside of Alberta
Attach a separate sheet if required
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Bank and investment accounts
Bank and investment accounts (attach a separate sheet if required)
Financial institution
Description (including account number)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Attach a separate sheet if required
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Add second bank and investment account
Financial institution
Description (including account number)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Add third bank and investment account
Financial institution
Description (including account number)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Add fourth bank and investment account
Financial institution
Description (including account number)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Shares in public or private companies (attach a separate sheet if required)
Company
Description
Value
Within Alberta
Value
Outside of Alberta
Attach a separate sheet if required
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Add second shares in public or private company
Company
Description
Value
Within Alberta
Value
Outside of Alberta
Annuities, pensions and benefit plans payable to the Estate
Annuities, pensions and benefit plans payable to the Estate (attach a separate sheet if required)
Provider of annuity/pension/benefit:
Value within Alberta
Outside of Alberta
Attach a separate sheet if required
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Add second annuities, pensions and benefit plans payable to the Estate
Provider of annuity/pension/benefit:
Value within Alberta
Life Insurance payable to the Estate
Life Insurance payable to the Estate (attach a separate sheet if required)
Life insurance provider
Value within Alberta
Attach a separate sheet if required
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Household goods and personal effects
Household goods and personal effects (attach a separate sheet if required)
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Attach a separate sheet if required
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Add second household goods and personal effects
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Add third household goods and personal effects
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Add fourth household goods and personal effects
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Vehicles (Automobiles, Trailers, ATVs etc.)
Vehicles (Automobiles, Trailers, ATVs etc.)
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Add second vehicle (Automobiles, Trailers, ATVs etc.)
Item
Estimated value
Within Alberta
Estimated value
Outside of Alberta
Submit
Should be Empty: