The Public Trustee of Manitoba
Fee Schedule
Effective April 1, 2008 the following fees are charged:
Client Administration
| * | Capital Receipts | 2.5% |
| ** | Capital Disbursements | 2.5% |
| * | Income Receipts | 3.0% |
| Income Disbursements | 3.0% | |
| Annual Asset Management Fee | 0.9% | |
| Per Diem Appeal Fee | $300.00 | |
| File Closing Fee - Deceased Estates | $300.00 |
* No fees are charged for receipts of tax refunds.
** No final capital disbursement fees are charged on closing a client account.
Deceased Estates
| Capital Receipts | 2.5% |
| Capital Disbursements | 2.5% |
| Income Receipts | 3.0% |
| Income Disbursements | 3.0% |
| Annual Asset Management Fee | 0.9% |
| Heir Location and Proof Fee | $75.00/hour |
| Minimum Estate Administration Fee | $1,500.00 |
| Administration Order Application | $100.00 |
Children's Trusts
| * | Capital Disbursements | 2.5% |
| Income Receipts | 3.0% | |
| Income Disbursements | 3.0% | |
| Annual Asset Management Fee | 0.6% |
* No final capital disbursement fees are charged if a children's trust is transferred to client administration, but a capital receipt fee is charged by client administration on the transferred funds.
Additional Fees
The following additional fees are charged where required:
Legal:
Where legal services are required, fees will be charged as appropriate.
Income Tax:
Net filed returns:
| Social Allowance (GST credit only) | $35.00 |
| Basic | $50.00 |
Paper filed returns:
| Social Allowance (GST credit only) | $50.00 |
| Basic | $65.00 |
Taxation Trusts:
| Infant | $45.00 |
| Adult | $45.00 |
| Estate (T3) | $140.00 |
Taxation Deceased:
| T1 Final and Estate (T3) | $150.00 |
| (Additional time is charged in 1/4 hour increments of $15.00) | |
Deceased Estates:
$100.00 minimum plus $20.00 for each 15 minutes in excess of 30 minutes spent in completing the service.
Inspection:
| Inspection Services (basic) | $60.00/hour |
| Inspection Services (assets hauled) | $70.00/hour |
| Travel Time | $40.00/hour |
Passing of Accounts
The Public Trustee will seek Court approval of its fees by passing its accounts in The Court of
Queen's Bench in the following circumstances:
- where an heir to an estate refuses to sign a Release to the Public Trustee; and
- where an heir to an estate is legally incapable of giving a Release and has no one authorized to give it on his or her behalf.
When accounts are passed, The Court reviews all Public Trustee fees.
GST
All fees are subject to 5% Goods and Services Tax.
Rates subject to change without notice.
For more information please contact the Public Trustee General Office at (204) 945-2700 or by email: publictrustee@gov.mb.ca
