First year client and his wife passed away. I have T4RSP for refund of premiums of $108,000 but the 60L transfer is for $156,000. Is it likely that I am still missing a slip? I am confused as to why the transfer would be more than the amount on the slips.
Has anyone else encountered this?
You don’t mention, but I assume that you have already done your due diligence in examining the will, and had the Executor sign a new Engagement letter, and discussed with the Executor the contents of the engagement letter regarding the importance of giving you ALL copies of required tax information, including the financial institutions documentation and account statements for the period around the date of death?
If the executor has refused to provided you with this required documentation, show them the door. If they do give it to you, that should give you your answer.