PART 2 – Assets owned jointly by the Deceased and persons other than a spouse or adult interdependent partner
*Values must be as of the date of death*
You must determine whether assets owned jointly by the Deceased and persons other than a spouse or adult interdependent partner form part of the Deceased’s estate or if ownership of the assets passes to the surviving joint owner or owners.
Applicable
Not applicable, the deceased did not have any assets owned jointly by the Deceased and persons other than a spouse or adult interdependent partner
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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)
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Gross value
Within Alberta
Gross value
Outside of Alberta
Mortgages and other financial encumbrances
Within Alberta
Mortgages and other financial encumbrances
Outside of Alberta
Net value
Within Alberta
Net value
Outside of Alberta
Net value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Net value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
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)
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Gross value
Within Alberta
Gross value
Outside of Alberta
Mortgages and other financial encumbrances
Within Alberta
Mortgages and other financial encumbrances
Outside of Alberta
Net value
Within Alberta
Net value
Outside of Alberta
Net value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Net value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Attach a separate sheet if required
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Jointly-owned bank and investment accounts
Jointly-owned bank and investment accounts (attach a separate sheet if required)
Financial institution
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Attach a separate sheet if required
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Add second jointly-owned bank and investment account
Financial institution
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Add third jointly-owned bank and investment account
Financial institution
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Balance on Date of Death
Within Alberta
Balance on Date of Death
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Shares in public or private companies
Jointly-owned shares in public or private companies (attach a separate sheet if required)
Company
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Value
Within Alberta
Value
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Attach a separate sheet if required
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Household goods and personal effects
Jointly-owned household goods and personal effects (attach a separate sheet if required)
Item
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Value
Within Alberta
Value
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Attach a separate sheet if required
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Other property
Other jointly-owned property (attach a separate sheet if required)
Item
Joint asset
Joint asset passes outside of estate
Joint asset forms part of estate
Joint owner(s) (if known)
Value
Within Alberta
Value
Outside of Alberta
Value to estate
Within Alberta (indicate nil if asset passes outside of estate)
Value to estate
Outside of Alberta (indicate nil if asset passes outside of estate)
Attach a separate sheet if required
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