Grant Application (Cts12964)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Grant Application (Cts12964) is a commonly used form within Alberta. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Grant Application (Cts12964)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Grant Application (Cts12964):

• This form pertains to the State of Alberta

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Alberta’s Form GA1 - Grant Application (Cts12964) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Alberta form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Alberta probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form GA1, take a break, and then review. Probate and estate settlement processes in AB are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form GA1 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form GA1 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Grant Application (Cts12964) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Alberta.

5 reasons you should submit GA1 as quickly as possible:

1. The sooner you begin, the faster Alberta can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Alberta. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Alberta is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Alberta probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Alberta probate clerk or court for exact answers regarding Form GA1, and when in doubt— consult a qualified trust & estates lawyer for that area.

Grant Application (Cts12964) is one of the many probate court forms available for download through Atticus.

It may also be available through some Alberta probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Alberta.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form GA1 - Grant Application (Cts12964) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Alberta probate court office.

Grant Application (Cts12964) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Alberta-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Alberta Form GA1 - Grant Application (Cts12964). You can use this to get an idea of the context of the form and what type of information is needed.

CTS12964 Rev. 2022-06 Page 1 of 44 Form GA1 Grant Application Court File Number Court Court of King's Bench of Alberta (Surrogate Matter) Judicial Centre Estate Name Clerk's Stamp Address for Service and Contact Information for Party Filing this Document Address City or Town Province Postal Code Phone Email Address Part 1 - The Deceased 1.1 Information about the Deceased Please provide the following information about the Deceased: Legal Last NameLegal First NameLegal Middle Name Other Names Known by Not applicable Date of Birth yyyy-mm-ddDate of Death yyyy-mm-dd Was the Deceased habitually resident in Alberta? YesNo If the answer to the above question is “yes”, please enter the address of the Deceased’s habitual residence in Alberta below: AddressPostal CodeCity or Town Province If the answer to the above question is “no”, please answer the following questions: Did the Deceased own property in Alberta?YesNo What was the province (or other jurisdiction) of the Deceased’s habitual residence? If the answer to the above question is “yes”, please enter the address(es) of the property in Alberta owned by the Deceased below: Address Postal CodeCity or Town Province Address Postal CodeCity or Town Province Address Postal CodeCity or Town Province Address Postal CodeCity or Town Province CTS12964 Rev. 2022-06 Page 2 of 44 Did the Deceased leave a will? YesNo 1.2 Net Value of the Deceased’s Estate in Alberta Use the inventory (Form GA2) to calculate the net value of the Deceased’s estate in Alberta. Check the box below that corresponds to the net value of the Deceased’s estate in Alberta. If the inventory describes the value of any of the Deceased’s assets as “to be determined”, indicate this below by checking the box. If part of the Deceased’s estate has already been administered under the authority of a prior grant, check the box below that corresponds to the net value of the Deceased’s unadministered property. This information is used to calculate the applicable Court fee for issuing the grant. Residuary beneficiaries and other interested parties will receive more detailed information about the Deceased’s estate in the inventory that will be served on them by the Applicant(s). $10,000 or under Over $10,000 but not more than $25,000 Over $25,000 but not more than $125,000 Over $125,000 but not more than $250,000 Over $250,000 Check if applicable: The inventory (Form GA2) describes the values of one or more of the Deceased’s assets as “to be determined”. If this box is checked, the Applicant must serve all residuary beneficiaries and other interested parties with an updated inventory when the values of the Deceased’s assets become known. The applicant must confirm service of the updated inventory using Form GA5. Additional Court fees may apply. 1.3 Prior Grants Please indicate which of the following grants, if any, have already been issued by the Court of King’s Bench of Alberta in relation to the Deceased’s estate. Prior grants issued by the Court of King’s Bench of Alberta Not Applicable - no prior grants issued by the Court of King’s Bench of Alberta Administration Administration with will annexed Probate Other (e.g., supplemental grant) This application will be considered an application for a grant of administration of unadministered property. This application will be considered an application for a grant of administration of unadministered property. This application will be considered an application for a grant of double probate if the Applicant is named as a personal representative in the Deceased’s will. This application will be considered an application for a grant of administration of unadministered property if the Applicant is not named as a personal representative in the Deceased’s will. Describe Not Applicable - no prior grants Prior grants issued by a foreign court Has a foreign court issued a grant in relation to the Deceased’s estate?YesNo CTS12964 Rev. 2022-06 Page 3 of 44 If the answer to the above question is “yes”, please answer the following question for each foreign grant: Was the foreign grant issued by any of the following? ● a court in a province or territory of Canada other than Alberta ● a court in the United Kingdom ● a court in a British possession, colony or dependency ● a court in a member nation of the British Commonwealth YesNo If the foreign grant was issued by a court in one of the listed jurisdictions, this application will be considered an application to reseal the foreign grant. If the foreign grant was not issued by a court in one of the listed jurisdictions, this application will be considered an application for an ancillary grant. Part 2 - The Applicant(s) Where there are 2 or more Applicants, each Applicant must provide a separate response to the questions in this Part unless the responses of all Applicants are identical. 2.1 Information about the Applicant(s) Please provide the following information about each person applying for appointment as a personal representative (the “Applicant(s)”). Legal First NameLegal Middle NameLegal Last Name Other Names Known by Email address of the Applicant Applicant 1 Not applicable AddressPostal CodeCity or Town Province Legal First NameLegal Middle NameLegal Last Name Other Names Known by Email address of the Applicant Applicant 2 Not applicable AddressPostal CodeCity or Town Province Law Firm(s) Representing Applicant(s) Not Applicable Name of Law Firm Applicant(s) Represented by this Law Firm Address of Law Firm CTS12964 Rev. 2022-06 Page 4 of 44 City or Town Province Postal Code Email Address of Responsible Lawyer Lawyer's File Number Responsible Lawyer First NameMiddle NameLast Name 2.2 Priority of Applicant(s) Priority among Applicants where a will exists Not applicable because the Deceased did not leave a will Section 13(1)(a) of the Estate Administration Act states that, unless the Court orders otherwise, the priority to be given to an Applicant for a grant, if a will exists, is as follows, in descending order of priority: (i)to a personal representative named in the will, unless that person is incapable of acting or unwilling to act; (ii)to a personal representative appointed by the person expressly authorized in the will to appoint a personal representative; (iii)to a residuary beneficiary named in the will; (iv)to a life tenant of the residue named in the will; (v)to a beneficiary under an intestacy if the residue is not completely disposed of in the will; (vi)to a beneficiary receiving a specific gift in the will; (vii)to a contingent beneficiary of the residue in the will; (viii)to a contingent beneficiary of a specific gift in the will; (ix)to the Crown in right of Alberta. Where a will exists, section 13(2) of the Estate Administration Act requires that between Applicants of equal priority, preference must be given to a resident of Alberta unless the Court, on application, rules otherwise. Section 13(4) of the Estate Administration Act permits the persons who are entitled to administer the estate to nominate a person to administer the estate if the Deceased died leaving a will but did not appoint a personal representative or if the personal representative named in the will is incapable of acting or unwilling to act. Section 14 of the Public Trustee Act states that where a person dies anywhere leaving property in Alberta and a minor or a represented adult for whom the Public Trustee is trustee has an interest in the estate, the Public Trustee has the same priority to apply as the minor or the represented adult for whom the Public Trustee is trustee would have if they were an adult of full legal capacity. In addition, where a person dies anywhere leaving property in Alberta and a minor or a represented adult for whom the Public Trustee is trustee has an interest in the estate, the Public Trustee has priority to apply over any person who is not a resident of Alberta in the following circumstances: (i)the Deceased did not leave a will; (ii)the Deceased’s will does not appoint an executor; (iii)any executors appointed by the Deceased’s will have renounced their right to apply, have died or cannot be located. YesNo Do the Applicant or Applicants have priority to apply over all other persons named as personal representative in the will? Explain below why the Applicant is applying if the Applicant is not the person with priority to apply. If a person having equal or higher priority to apply is deceased or unable to act, this should be stated below. It is not necessary to provide proof of death or incapacity. If the Applicant’s priority to apply is dependent upon the renunciations and/or nominations of other persons, identify those persons renouncing and/or nominating below and attach completed Form GA11 (renunciation) and/or Form GA13 (nomination), as appropriate. CTS12964 Rev. 2022-06 Page 5 of 44 YesNoAre the Applicant or Applicants 18 years of age or older? Section 13(5) of the Estate Administration Act requires the Court to grant authority to administer the estate to another person the Court considers appropriate if the sole executor named in a will is a minor. On becoming an adult, the executor named in the will may be granted the authority to administer the remainder of the estate. Possible revocation of appointment due to change in Applicant’s relationship with the Deceased Under section 25 of the Wills and Succession Act, the appointment of an individual as personal representative is revoked in certain circumstances where the relationship between the Deceased and the Applicant has changed unless the Court, in interpreting the will, finds otherwise. At any time on or after February 1, 2012, and after the will was made, was the marriage of the Applicant to the Deceased terminated by a divorce judgment? At any time on or after February 1, 2012, and after the will was made, was the marriage of the Applicant to the Deceased found by a court to be void? At any time on or after February 1, 2012, and after the will was made, had the Applicant ceased to be the adult interdependent partner of the Deceased? If the answer to any of the above questions is “yes”, the Applicant’s appointment as personal representative will be deemed to have been revoked by operation of law unless the Court, in interpreting the will, finds that the Deceased had a contrary intention. If the Applicant believes the Deceased had a contrary intention, the Applicant must apply to Court for an order interpreting the Deceased’s will before proceeding further. Notice of the application in Form C 1/C 2 must be served upon the person or persons who have the next highest priority to apply for the grant. YesNoN/A YesNoN/A YesNoN/A Renunciations Not applicable Last NameFirst NameMiddle Name Attach completed Form GA11 for each person renouncing Name of person(s) renouncing Last NameFirst NameMiddle Name Attach completed Form GA11 for each person renouncing Name of person(s) renouncing Nominations Not applicable Last NameFirst NameMiddle Name Attach completed Form GA13 for each person nominating Name of person(s) nominating Last NameFirst NameMiddle Name Attach completed Form GA13 for each person nominating Name of person(s) nominating Priority Among Applicants Where No Will Exists Not applicable because the Deceased left a will CTS12964 Rev. 2022-06 Page 6 of 44 Section 13(1)(b) of the Estate Administration Act states that, unless the Court orders otherwise, the priority to be given to an applicant for a grant, if no will exists, is as follows, in descending order of priority: (i)to the surviving spouse or surviving adult interdependent partner; (ii)to a child of the Deceased; (iii) to a grandchild of the Deceased; (iv) to a descendant of the Deceased other than a child or grandchild; (v) to a parent of the Deceased; (vi)to a brother or sister of the Deceased; (vii) to a child of the Deceased’s brother or sister if the child is a beneficiary under the intestacy; (viii) to the next of kin of the Deceased determined in accordance with sections 67 and 68 of the Wills and Succession Act who are beneficiaries under the intestacy and are not otherwise described above; (ix) to a person who has an interest in the estate because of a relationship with the Deceased; (x)to a claimant; (xi) to the Crown in right of Alberta. Where no will exists, section 13(2) of the Estate Administration Act requires the following preferences be given, unless the Court, on application, rules otherwise: (i) that between Applicants of equal priority, preference must be given to a resident of Alberta; (ii)that as between a surviving spouse and a surviving adult interdependent partner, preference be given to the surviving spouse or surviving adult interdependent partner who lived with the Deceased immediately or most recently before the Deceased’s death. Section 13(4) of the Estate Administration Act permits the persons who are entitled to administer the estate to nominate a person to administer the estate if the Deceased died intestate. Section 14 of the Public Trustee Act states that the Public Trustee has the same priority to apply as a minor or a represented adult for whom the Public Trustee is trustee would have if they were an adult of full legal capacity. In addition, the Public Trustee has priority to apply over any person who is not a resident of Alberta in the following circumstances: (i)the Deceased did not leave a will; (ii) the Deceased’s will does not appoint an executor; (ii) any executors appointed by the Deceased’s will have renounced their right to apply, have died or cannot be located. Do the Applicant or Applicants have priority to apply where no will exists?YesNo Explain below why the Applicant is applying if the Applicant is not the person with priority to apply. If a person having equal or higher priority to apply is deceased or unable to act, this should be stated below. It is not necessary to provide proof of death or incapacity. If the Applicant’s priority to apply is dependent upon the renunciations and/or nominations of other persons, identify those persons renouncing and/or nominating below and attach completed Form GA11 (renunciation) and/or Form GA13 (nomination), as appropriate. Renunciations Not applicable Last NameFirst NameMiddle Name Attach completed Form GA11 for each person renouncing Name of person(s) renouncing CTS12964 Rev. 2022-06 Page 7 of 44 Last NameFirst NameMiddle Name Attach completed Form GA11 for each person renouncing Name of person(s) renouncing Nominations Not applicable Last NameFirst NameMiddle Name Attach completed Form GA13 for each person nominating Name of person(s) nominating Last NameFirst NameMiddle Name Attach completed Form GA13 for each person nominating Name of person(s) nominating 2.3 Bond or permission required The Surrogate Rules require that unless at least one of the Applicants resides in Alberta, the Applicant or Applicants must either provide a bond or obtain permission from the Court to proceed. Does at least one of the Applicants reside in Alberta? YesNo If yes, the Applicant or Applicants may proceed without a bond. If no, the Applicant(s) must either provide a bond, or obtain the Court's permission to proceed without a bond, with a bond in a reduced amount, or alternate security. Providing a Bond If a bond is required, the Surrogate Rules require that the bond be from an insurer licensed under the Insurance Act to undertake fidelity insurance as defined in the Classes of Insurance Regulation (AR 144/2011). The amount of the bond must be equal to the gross value of the Deceased’s property in Alberta. Not applicable because the Applicant is requesting the Court's permission to proceed without a bond, with a bond in a reduced amount, or other security What is the gross value of the Deceased’s estate in Alberta? (attach completed Form GA2) Amount of Bond Name of insurer licensed to undertake fidelity insurance (attach bond) Obtaining the Court’s Permission to Proceed The Court may, in its discretion, permit the Applicant(s) to proceed without a bond, by providing a bond for a reduced amount or by providing other security approved by the Court. The Applicant(s) may request the Court’s permission to proceed by completing the section below. Not applicable because the applicant is providing a bond (see above) What is the gross value of the Deceased’s estate in Alberta? (attach completed Form GA2) The Applicant(s) make(s) the following proposal: (select one of the following options) CTS12964 Rev. 2022-06 Page 8 of 44 One or more of the Applicants is requesting the Court’s permission to proceed without a bond. The Applicant(s) is (are) requesting the Court’s permission to reduce the amount of the bond. The Applicant(s) is (are) requesting the Court’s permission for approval of security other than a bond. Briefly explain why this proposal has been made. What bond amount is proposed? Briefly explain why this amount has been proposed. What alternate security is proposed? Briefly explain why this proposal has been made. Consent of Beneficiaries When determining whether to proceed without requiring a bond, the Court will take into consideration whether some or all of the beneficiaries have consented to the Applicant(s)’s proposal to proceed without a bond, to proceed with a reduced bond amount or to proceed with alternate security. Not applicable Last Name of BeneficiaryFirst Name of BeneficiaryMiddle Name of Beneficiary Attach completed Forms GA2 and GA14 Last Name of BeneficiaryFirst Name of BeneficiaryMiddle Name of Beneficiary Attach completed Forms GA2 and GA14 Last Name of BeneficiaryFirst Name of BeneficiaryMiddle Name of Beneficiary Attach completed Forms GA2 and GA14 Last Name of BeneficiaryFirst Name of BeneficiaryMiddle Name of Beneficiary Attach completed Forms GA2 and GA14 2.4 Information about the will and any codicils Not applicable because the Deceased did not leave a will. Date of Will (yyyy-mm-dd) Date(s) of Codicil(s) (yyyy-mm-dd) Not applicable Does the will refer to a document that forms part of the will? Yes No If the answer to the above questions is “yes”, the Applicant(s) must either attach the document to this application or explain below why the document is not attached. CTS12964 Rev. 2022-06 Page 9 of 44 Does the Applicant or do the Applicants know of any other document that forms part of the will? Yes No If the answer to the above questions is “yes”, the Applicant(s) must either attach the document to this application or explain below why the document is not attached. Was the Deceased at least 18 years of age when the will was made? Yes No Did the Deceased have a spouse or adult interdependent partner when the will was made?YesNo YesNo Was the Deceased a member of a regular force as defined in the National Defence Act (Canada)? YesNo Was the deceased a member of another component of the Canadian Forces placed on active service under the National Defence Act (Canada) when the will was made? YesNo Was the Deceased authorized to make a will by an order of the Court under section 36 of the Wills and Succession Act? If the answer to the above question is “no”, please answer the following questions: Did the Deceased marry or enter into an adult interdependent partner agreement after the date of the will and before February 1, 2012? YesNo Is there a declaration in the will that it is made in contemplation of the Deceased’s marriage or entry into an adult interdependent partner agreement? YesNo YesNo Was the will made in exercise of power of appointment of real or personal property that would not in default of the appointment pass to the heir, executor, or administrator of the testator or to the persons entitled to the estate of the testator if the testator died intestate? If the answer to the above question is “yes”, please answer the following questions: Part 3 - Persons requiring notification 3.1 Beneficiaries Applicants are required by the Surrogate Rules to serve notice in Form GA3 on persons who are beneficiaries of the Deceased’s estate. Wills must be carefully reviewed to identify the Deceased’s intended beneficiaries and the nature of the gifts those beneficiaries are to receive. Gifts in a will can be immediate, postponed, or contingent. Beneficiaries who are to receive an immediate gift or a postponed gift must be served notice in Form GA3. Beneficiaries who are to receive only a contingent gift need not be served any form of notice. Beneficiaries - specific gifts Provide the following information for each person who is a beneficiary that is to receive a specific gift in the will. These beneficiaries receive only specified amounts of money or specific property items. They do not share in the residue of the estate. Not applicable because the Deceased did not leave a will or left no specific gifts Beneficiary 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? CTS12964 Rev. 2022-06 Page 10 of 44 Yes - by an attorneyYes - by a trusteeNoNotice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 11 of 44 Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 3 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 4 CTS12964 Rev. 2022-06 Page 12 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 5 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? CTS12964 Rev. 2022-06 Page 13 of 44 Yes - by an attorneyYes - by a trusteeNoNotice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift Has this gift adeemed?YesNo A gift has adeemed if it has been sold, given away, converted or destroyed during the lifetime of the deceased. YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this beneficiary a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this beneficiary still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 14 of 44 Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Residuary Beneficiaries Provide the following information for each person who is a residuary beneficiary of the Deceased’s estate. Not applicable because the Deceased did not leave a will Beneficiary 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this person a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this person still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. AddressPostal CodeCity or Town Province CTS12964 Rev. 2022-06 Page 15 of 44 Email Address Beneficiary 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this person a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this person still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressPostal CodeCity or Town Province Beneficiaries on Intestacy Provide the following information for each person who is a beneficiary on intestacy. Not applicable because the Deceased left a will and no intestacy arises under the will Beneficiary 1 Legal Last NameLegal First NameLegal Middle Name Relationship to Deceased Gift CTS12964 Rev. 2022-06 Page 16 of 44 Applicable section of the Wills and Succession Act YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be serve on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this person a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this person still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 2 Legal Last NameLegal First NameLegal Middle Name Relationship to Deceased Gift Applicable section of the Wills and Succession Act YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be serve on the person's attorney or trustee. Name of Attorney or Trustee Not applicable CTS12964 Rev. 2022-06 Page 17 of 44 YesNoWas this person a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this person still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 3 Legal Last NameLegal First NameLegal Middle Name Relationship to Deceased Gift Applicable section of the Wills and Succession Act YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be serve on the person's attorney or trustee. Name of Attorney or Trustee Not applicable YesNoWas this person a minor on the Deceased’s date of death? If “yes”, notice is to be served on the Public Trustee (Form GA4). YesNoIs this person still a minor?If “yes”, notice is to be served on the minor’s guardian(s) (Form GA3). YesNoDoes this person have the legal capacity to be served?If “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 18 of 44 Complete Address for Service This is the beneficiary’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the beneficiary’s email address.This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code 3.2 Void Gifts Not applicable because the Deceased did not leave a will YesNoAre there any void gifts? YesNo Did a beneficiary act as a witness to the signature of the Deceased on the will? YesNo Did the spouse or adult interdependent partner of a beneficiary act as a witness to the signature of the Deceased on the will? Answer the following questions only if the will was made on or after February 1, 2012. Was the will signed on the Deceased’s behalf by a beneficiary? Was the will signed on the Deceased’s behalf by the spouse or adult interdependent partner of a beneficiary? Did a beneficiary act as an interpreter who provided translation services in respect of making the will? Did the spouse or adult interdependent partner of a beneficiary act as an interpreter who provided translation services in respect of making the will? YesNo YesNo YesNo YesNo Intended Recipients of Void Gifts Provide the following information for each person who is an intended recipient of a void gift. Not applicable because there are no void gifts Beneficiary 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. CTS12964 Rev. 2022-06 Page 19 of 44 Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Beneficiary 3 CTS12964 Rev. 2022-06 Page 20 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code 3.3 Revoked Gifts Not applicable because the Deceased did not leave a will YesNoAre there any revoked gifts? Answer the questions below to indicate if a gift has been revoked (subject to a finding by the Court, in interpreting the will, that the Deceased had a contrary intention). YesNo At any time on or after February 1, 2012, and after the will was made, was the marriage of the intended recipient to the Deceased terminated by a divorce judgment? YesNo At any time on or after February 1, 2012, and after the will was made, was the marriage of the intended recipient to the Deceased found by a court to be void? YesNo At any time on or after February 1, 2012, and after the will was made, had the intended recipient ceased to be the adult interdependent partner of the Deceased? Intended Recipients of Revoked Gifts Please provide the following information for each person who is an intended recipient of a revoked gift. Not applicable because there are no revoked gifts Beneficiary 1 CTS12964 Rev. 2022-06 Page 21 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? Yes - by an attorneyYes - by a trusteeNo This person does not have legal capacity to be served Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address Address City or Town Province Postal Code Beneficiary 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? Yes - by an attorneyYes - by a trusteeNo This person does not have legal capacity to be served Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 22 of 44 Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address Address City or Town Province Postal Code Beneficiary 3 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Gift YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? Yes - by an attorneyYes - by a trusteeNo This person does not have legal capacity to be served Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address Address City or Town Province Postal Code Beneficiary 4 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable CTS12964 Rev. 2022-06 Page 23 of 44 Gift YesNoDoes this person have capacity to make decisions respecting financial matters? If the person lacks capacity, is this person represented by either an attorney or trustee? Yes - by an attorneyYes - by a trusteeNo This person does not have legal capacity to be served Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the recipient’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the recipient’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address Address City or Town Province Postal Code 3.4 Persons with potential claims against the estate - Part 5 of the Wills and Succession Act The Applicant(s) is (are) required by section 11(1) of the Estate Administration Act to serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members under Part 5 of the Wills and Succession Act on certain family members. Spouse The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on the Deceased’s spouse unless the spouse is entitled to receive the Deceased’s entire estate. Please provide the following information about any spouse of the Deceased. Not applicable Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? This person does not have legal capacity to be served Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 24 of 44 Complete Address for Service This is the spouse's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the spouse’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult interdependent partner The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on the Deceased’s adult interdependent partner unless the adult interdependent partner is entitled to receive the Deceased’s entire estate. Please refer to the Adult Interdependent Relationships Act for a definition of the term “adult interdependent partner”. Please provide the following information about any adult interdependent partner of the Deceased. Not applicable Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult interdependent partner’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult interdependent partner’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Children - unable to earn a livelihood (physical disability) The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on each child of the Deceased who, on the date of the Deceased’s death, was an adult who was unable by reason of physical disability to earn a livelihood. CTS12964 Rev. 2022-06 Page 25 of 44 Please provide the following information about any adult child of the Deceased who is unable to earn a livelihood due to physical disability. Not applicable Adult Child 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 26 of 44 Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 3 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 4 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary CTS12964 Rev. 2022-06 Page 27 of 44 YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 5 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code CTS12964 Rev. 2022-06 Page 28 of 44 Adult Children - full-time students The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on each child of the Deceased who was, on the date of the Deceased’s death, (a) at least 18 but less than 22 years of age, and (b) unable to withdraw from their parents’ charge because the child was a full-time student as determined in accordance with the Family Law Act and its regulations. Please provide the following information about any adult child of the Deceased who was a full-time student. Not applicable Adult Child 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? CTS12964 Rev. 2022-06 Page 29 of 44 Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 3 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 4 CTS12964 Rev. 2022-06 Page 30 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 5 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 31 of 44 Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Children - unable to earn a livelihood (mental disability) The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on the attorney or trustee of each adult (a) who is a child of the Deceased, (b) who was an adult on the date of the Deceased’s death, and (c) who is unable to earn a livelihood by reason of mental disability. Please provide the following information about any adult child of the Deceased who is unable to earn a livelihood due to mental disability. Not applicable Adult Child 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 32 of 44 Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Adult Child 3 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? CTS12964 Rev. 2022-06 Page 33 of 44 Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult child’s address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult child's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Minor children, grandchildren and great-grandchildren The Applicant(s) must serve a copy of this grant application and a notice in Form GA4 pertaining to the rights of family members on the Public Trustee, if the Deceased is survived by (a) a child who was a minor on the date of the Deceased’s death, or (b) a grandchild or great-grandchild who was a minor on the date of the Deceased’s death and in respect of whom the Deceased stood in the place of a parent on the date of the Deceased ’s death. Please provide the following information about any child, grandchild or great-grandchild of the Deceased described in (a) or (b) above. Not applicable Minor's Legal Last NameMinor's Legal First NameMinor's Legal Middle Name Name in Will (if different than above) Not applicable Also a beneficiary Minor's Date of Birth yyyy-mm-dd Minor's Relationship to the Deceased ChildGrandchild Great-grandchild Guardians The Applicant(s) must serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of family members on each guardian of (a) a child who was a minor on the date of the Deceased’s death, and (b) a grandchild or great-grandchild who was a minor on the date of the Deceased’s death and in respect of whom the Deceased stood in the place of a parent on the date of the Deceased’s death. Please provide the following information about any guardian of a child, grandchild or great-grandchild of the Deceased described in (a) or (b) above. Not applicable CTS12964 Rev. 2022-06 Page 34 of 44 Guardian 1 Guardian's Legal Last NameGuardian's Legal First NameGuardian's Legal Middle Name Name in Will (if different than above) Not applicable Minor's Date of Birth yyyy-mm-dd Minor's Relationship to the Deceased ChildGrandchild Great-grandchild Minor's Legal Last NameMinor's Legal First NameMinor's Legal Middle Name Guardian's Complete Address for ServiceCity or Town Province Postal Code Guardian's Email Address Guardian 2 Guardian's Legal Last NameGuardian's Legal First NameGuardian's Legal Middle Name Name in Will (if different than above) Not applicable Minor's Date of Birth yyyy-mm-dd Minor's Relationship to the Deceased ChildGrandchild Great-grandchild Minor's Legal Last NameMinor's Legal First NameMinor's Legal Middle Name Guardian's Complete Address for ServiceCity or Town Province Postal Code Guardian's Email Address 3.5 Persons with Potential Claims Against the Estate - Family Property Act Spouse Section 11(2) of the Estate Administration Act requires the Applicant(s) to serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of a spouse under the Family Property Act on any spouse (as defined in that Act) unless that spouse is entitled to receive the Deceased’s entire estate. Generally, the Family Property Act requires that an application for a family property order by a spouse or former spouse be commenced not later than 2 years after whichever of the following applies: (a) the date upon which the divorce judgment is issued in divorce proceedings; (b) the date upon which a declaration of nullity of marriage has been made with respect to the Deceased’s death; (c) the date upon which a judgment of judicial separation has been granted to one of the spouses; (d) the date upon which a declaration of irreconcilability has been made under the Family Law Act. Please provide the following information about any spouse of the Deceased. Not applicable CTS12964 Rev. 2022-06 Page 35 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the spouse's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the spouse’s email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Former Spouses The Applicant(s) must also serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of a spouse under the Family Property Act on a former spouse if the former spouse has a right to make a claim against the Deceased’s estate under the Family Property Act. Generally, the Family Property Act requires that an application for a family property order by a spouse or former spouse be commenced not later than 2 years after whichever of the following applies: (a) the date upon which the divorce judgment is issued in divorce proceedings; (b) the date upon which a declaration of nullity of marriage has been made with respect to the Deceased’s death; (c) the date upon which a judgment of judicial separation has been granted to one of the spouses; (d) the date upon which a declaration of irreconcilability has been made under the Family Law Act. Please provide the following information about any spouse of the Deceased. Not applicable Former Spouse 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? CTS12964 Rev. 2022-06 Page 36 of 44 Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the former spouse's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the former spouse’s email addressThis is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Former Spouse 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the former spouse's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the former spouse’s email addressThis is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code CTS12964 Rev. 2022-06 Page 37 of 44 Adult Interdependent Partner Section 11(2.1) of the Estate Administration Act requires the Applicant(s) to serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of an adult interdependent partner under the Family Property Act on any adult interdependent partner (as defined in that Act) unless that adult interdependent partner is entitled to receive the Deceased’s entire estate. Generally, the Family Property Act requires that an application by an adult interdependent partner or former adult interdependent partner for a family property order be commenced not later than 2 years after the date the applicant under the Family Property Act knew or, in the circumstances, ought to have known that the applicant had become a former adult interdependent partner. Please provide the following information about any adult interdependent partner of the Deceased. Not applicable Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the adult interdependent partner's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the adult interdependent partner's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddresCity or Town Province Postal Code Former Adult Interdependent Partners The Applicant(s) must also serve a copy of this grant application and a notice in Form GA3 pertaining to the rights of an adult interdependent partner under the Family Property Act on any former adult interdependent partner if that former adult interdependent partner has a right to make a claim against the Deceased’s estate under the Family Property Act. The Family Property Act requires that an application by an adult interdependent partner or former adult interdependent partner for a family property order be commenced not later than 2 years after the date the applicant under the Family Property Act knew, or in the circumstances ought to have known, that the applicant had become a former adult interdependent partner. Please provide the following information about any former adult interdependent partner of the Deceased who has a right to make a claim against the Deceased’s estate under the Family Property Act. Not applicable Former Adult Interdependent Partner 1 CTS12964 Rev. 2022-06 Page 38 of 44 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. Complete Address for Service This is the former adult interdependent partner's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the former adult interdependent partner's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code Former Adult Interdependent Partner 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Also a beneficiaryReceives entire estate YesNoDoes this person have capacity to make decisions respecting financial matters? Yes - by an attorneyYes - by a trusteeNo If the person lacks capacity, is this person represented by either an attorney or trustee? Notice is to be served on the person's attorney or trustee. Name of Attorney or Trustee Not applicable Does this person have the legal capacity to be served?YesNoIf “yes”, provide the complete address for service below. CTS12964 Rev. 2022-06 Page 39 of 44 Complete Address for Service This is the former adult interdependent partner's address.This is the attorney’s address. This is the trustee’s address.This person cannot be located. Email Address This is the former adult interdependent partner's email address. This is the attorney’s email address. This is the trustee’s email address. Email Address AddressCity or Town Province Postal Code 3.6 Persons Declared by the Court to be Missing Persons Under the Public Trustee Act Section 12(1)(c)(iii) of the Estate Administration Act requires the Applicant(s) to serve notice in Form GA4 on the Public Trustee in accordance with the Surrogate Rules if the Court has declared that person to be a missing person under the Public Trustee Act. Please provide the following information about any person declared to be a missing person under the Public Trustee Act. Not applicable Missing Person 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Person’s Interest in Estate Beneficiary of a specific gift Residuary beneficiary Intended recipient of void gift Beneficiary on intestacy Potential claimant - Wills and Succession Act Potential claimant - Family Property Act Intended recipient of revoked gift Missing Person 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Person’s Interest in Estate Beneficiary of a specific gift Residuary beneficiary Intended recipient of void gift Beneficiary on intestacy Potential claimant - Wills and Succession Act Potential claimant - Family Property Act Intended recipient of revoked gift CTS12964 Rev. 2022-06 Page 40 of 44 3.7 Persons Not Notified The Estate Administration Act and the Surrogate Rules require the following persons to be notified. However, for the reasons given below, the following persons have not been notified: Not applicable Person 1 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Person’s Interest in Estate Beneficiary of a specific gift Residuary beneficiary Intended recipient of void gift Beneficiary on intestacy Potential claimant - Wills and Succession Act Potential claimant - Family Property Act Intended recipient of revoked gift Reason for not Notifying This person does not have legal capacity to be served. Other (describe). This person cannot be located. Proposal for Service Dispense with service Substitutional service Describe the proposal for service below: Person 2 Legal Last NameLegal First NameLegal Middle Name Name in Will (if different than above) Not applicable Person’s Interest in Estate Beneficiary of a specific gift Residuary beneficiary Intended recipient of void gift Beneficiary on intestacy Potential claimant - Wills and Succession Act Potential claimant - Family Property Act Intended recipient of revoked gift CTS12964 Rev. 2022-06 Page 41 of 44 Reason for not Notifying This person does not have legal capacity to be served. Other (describe). This person cannot be located. Proposal for Service Dispense with service Substitutional service Describe the proposal for service below: Part 4 - Documents and Other Information for the Court’s Consideration 4.1 Documents The following documents form part of this grant application. Proof of Death Death certificate or funeral director’s statement of death Testamentary Documents (attach originals) Will Codicil(s) Fee agreement governing compensation payable to personal representative Mutual will agreement Other documents incorporated by reference into the will Describe below Court Orders Order interpreting will Order validating will Order rectifying will Order validating gift Other order Describe below Other Documents Affidavit(s) of witness to will or codicil (Form GA8) Affidavit(s) of handwriting (Form GA9) Affidavit(s) verifying translation of a non-English will (Form GA10) Renunciation(s) (Form GA11) Nomination(s) (Form GA13) CTS12964 Rev. 2022-06 Page 42 of 44 Other documents Describe below Documents Required for Bonding Bond Inventory (Form GA2) Consent(s) to waiver bond (Form GA14) Documents Required for Grants of Double Probate Current grant of probate Documents Required to Reseal Grants and for Ancillary Grants Certified copy of foreign grant Inventory (Form GA2) Certificate of foreign court confirming foreign grant is unrevoked and fully effective 4.2 Other Information for the Court’s consideration Provide any additional information that the Court should consider with this grant application. 4.3 Express Authorizations - Digital Assets An express authorization from the Court may be required by a digital asset provider to enable a personal representative to deal with the deceased’s digital assets (e.g., email or social media accounts). Describe any express authorizations being requested. 4.4 Proposed Conditions and Limitations on Grant Use this section to describe to the Court any conditions or limitations that the Applicant(s) propose(s) for the grant. Describe Below None Other No distribution to beneficiaries without further order of the Court Part 5 - Applicant’s Oath or Affirmation Oath or Affirmation The Applicant(s) (severally) swear(s) or affirm(s) as follows: 5.1. All information contained in this grant application is true to the best of my knowledge and belief. 5.2. I believe the original will (and codicil(s), if any) attached to this grant application are the will (and codicil(s), if any) made by the Deceased. I do not know of any later wills or codicils. (If the Deceased did not leave a will, then strike out this paragraph and ensure that the Applicant(s) and the Commissioner for Oaths place their initials in the margin.) 5.3. I acknowledge that I am required by law to carry out the core tasks of a personal representative, which are as follows: CTS12964 Rev. 2022-06 Page 43 of 44 (a) identifying the estate assets and liabilities; (b) administering and managing the estate; (c) satisfying the debts and obligations of the estate; (d) distributing and accounting for the administration of the estate. I further acknowledge that the core tasks of a personal representative may include, but are not limited to, those activities described in the Schedule to the Estate Administration Act. I have reviewed the current version of the Schedule. 5.4. I acknowledge that I am required by law to perform my role as personal representative (a) honestly and in good faith, (b) in accordance with the Deceased’s intentions and with the will and codicils, and (c) with the care, diligence and skill that a person of ordinary prudence would exercise in comparable circumstances where a fiduciary relationship exists. I further acknowledge that I may be required by law to exercise a greater degree of skill if, because of my profession, occupation or business, I possess or ought to possess a particular degree of skill that is relevant to the performance of my role of personal representative and that is greater than that which a person of ordinary prudence would be expected to exercise in dealing with the property of another person. 5.5. I undertake to give notice of this grant application to all persons entitled to receive notice according to law. 5.6. I undertake to serve an inventory of the Deceased’s assets and liabilities in Form GA2 on all persons entitled to receive one according to law. I undertake to file proof of service of the inventory in Form GA5. 5.7. If the value of any asset or debt listed in the inventory served by me is described as “to be determined”, I undertake to serve an amended inventory in Form GA2 on all persons entitled to receive one according to law when updated information becomes available. I undertake to file proof of service of the amended inventory in Form GA5. 5.8. I acknowledge that as personal representative, I am required by law to distribute the estate as soon as practicable. 5.9. I will not distribute any property to a trustee described in Form GA20 until the trustee has signed an Affidavit of Trustee in Form GA20, which I undertake to retain. 5.10. I undertake to notify all beneficiaries and persons with potential claims against the estate who have been identified in this grant application by providing them with a notice of grant issuing in Form GA7 when the grant has issued. 5.11. I will faithfully administer the Deceased’s estate according to law and will give a true accounting of its administration to the persons entitled to it when lawfully required. BEFORE A COMMISSIONER FOR OATHS IN AND FOR THE PROVINCE OF ALBERTA AT Applicant 1 SWORN OR AFFIRMED , ALBERTA ON month day , 20 BASIS FOR AFFIRMATION CONFIRMED Name of Applicant Signature of ApplicantA Commissioner for Oaths in and for Alberta Appointment Expiry Date yyyy-mm-dd BEFORE A COMMISSIONER FOR OATHS IN AND FOR THE PROVINCE OF ALBERTA AT Applicant 2 SWORN OR AFFIRMED , ALBERTA CTS12964 Rev. 2022-06 Page 44 o 44 ON month day , 20 BASIS FOR AFFIRMATION CONFIRMED Name of Applicant Signature of ApplicantA Commissioner for Oaths in and for Alberta Appointment Expiry Date yyyy-mm-dd COURT USE ONLY ORDER: ISSUE A GRANTTYPE OF GRANT TO ISSUE PROBATE ADMINISTRATION ADMINISTRATION WITH WILL ANNEXED DOUBLE PROBATE ADMINISTRATION OF UNADMINISTERED PROPERTY OTHER: Date yyyy-mm-dd Justice of the Court of King's Bench of Alberta CONDITIONS AND LIMITATIONS: