Estate_Planning_Beneficiaries

受益人有权获得遗产的财务信息

在大多数情况下,当一个人去世时,他们会留下形成他们的资产 房地产。 通常,委任个人代表(遗嘱执行人或受托人)管理和分配该遗产。在获得此角色时,个人代表将获得法律要求遵守的一些职责。为了承认这些责任,他们必须在宣誓书中宣誓他们将合法地管理死者的遗产并接受这些职责。本文将重点关注个人代表的责任。

To account for an estate means providing information relating to two different stages, firstly about the status of the estate, and secondly about how the estate was administered and any work that was done. This information should include payments made by the estate and also any expenses and executor’s fees charged. A personal representative is required to retain detailed and accurate information of all transactions throughout their management of the contents of the estate. In some instances failing to keep accurate records can lead to the personal representative being held personally responsible for a transaction.

具体而言,法律要求个人代表必须每两年在所有受益人或法院批准其帐户,除非另有约定或命令。必须包含的信息是:

  • 遗产的资产和负债声明;

 

  • 按时间顺序列出的资本交易描述;

 

  • 按时间顺序列出的收入交易说明;

 

  • 一份声明,显示遗嘱执行人或管理人就其遗产工作申索的建议费用;和

 

  • 一份陈述,列明过去和拟议的遗产分配。

另外,有一个 普通法义务 随时准备提供有关遗产管理进度的信息。虽然普通法税的详细程度因个人对遗产的权益而有所不同,但欠受益人的披露金额处于最高水平。受益人可以在任何时间检查帐户以及与遗产有关的其他文件。另外,在被要求之后未向受益人交代可能导致在帐户通过时命令个人代表支付受益人的费用。

 

正如您所看到的,如果他们对财产管理或其分配感到困惑,那么对于受益人和其他人来说,账户责任是一项重要的责任。如果您是受益人且个人代表未向您提供会计或适当信息,请务必咨询房地产律师。我们经验丰富的员工之一将很乐意为您提供必要的建议和信息,使财务管理或分销过程对您来说无压力且轻松;你所要做的就是 联系我们 预订第一次咨询。

 

 

Jade_Velletta_Company Jade grew up in Shawnigan Lake and is very proud to call Victoria her home. Before pursuing her education in law, she completed her undergraduate degree at the University of British Columbia obtaining a Bachelor of Science. After living in places such as Saudi Arabia and France, Jade gained a unique set of experiences which contributed to her decision to travel abroad in pursuit of her legal education. Jade is excited to be commencing her articles with Velletta & Company in August of 2017. Although her interests reside in family law, Velletta & Company offers a broad range of experience in many different areas of law which Jade will actively engage.

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