| Current Value of Client Accounts | |
| Current Value Partners Accounts | |
| Other: | |
| Other: | |
| Total of above |
| Current Fair Market Value of Second Property(s) | |
| Adjusted Cost base of above Property(s) | |
| Capital Gain on Property(s) | |
| 50% of Above |
| Mutual Funds/Stocks/Other/Business Interests | |
| Adjusted Cost base of above | |
| Capital Gain in Equities | |
| 50% of Above |
| Total from RRSPs/RRIFs Section | |
| Total from Second Property Section | |
| Total from Equity Section | |
| Total of above | |
| Marginal Tax Rate & Estimated Probate | |
| Total Success Tax Due |
The above is an estimate of "The Success Tax" that will be due upon the death of the last spouse. This money will have to be paid to Revenue Canada, after the passing of the last spouse and within 6 Months or by April 30th of the following year. For more information visit Billgreen.ca Not Sure what the Success Tax is? Click Here. Or order a copy of "The Success Tax Shuffle" Here