5. Fill out the Estate Information Return

Within 180 days of getting the certificate, you must fill out and send an Estate Information Return to the Ontario Ministry of Finance.

The return asks for a lot of information about the person and their . The Ministry uses this to make sure that you paid the right amount of administration tax.

If more estate tax has to be paid, you have to pay it before you send the return. This might happen if:

  • you're selling the person's house and it sells for more than you thought it would when you filed the application, or
  • you find more assets that you didn't know about.

If these things happen, you must file an affidavit explaining what happened and pay the additional estate tax. An affidavit is a sworn statement in writing. This means you swear an oath or promise that what you've written is true. It's against the law to lie when swearing or affirming an affidavit.

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