For those who are applying for NRST tax refund now, you must answer a question in each case. Are you ready?
The oath must also include the following statements:
Statement 1: NRST rebate:
I (fill in name) are applying for a rebate on the NRST paid when I purchased this property, property address (fill in the specific address of the property you hold)
I (set out name) am applying for a rebate of the NRST paid at the time I acquired my home, with the municipal address of (fill in the municipal address).
Statement 2: Proof of Residence
I have lived in this property as my primary residence since (date/month/year) and have lived there until (now or date/month/year)And also attach proof of residence every month since you moved in (such as monthly bank statements, Internet bills, phone bills, etc.Note: House insurance, water and electricity bills, and local tax bills are not recognized by the government)
I started to occupy the home as my principal residence on (YYYY/MM/DD) and have continued to occupy it to (Present or YYYY/MM/DD). Attached hereto as an exhibit is evidence for each month of my occupation of the home as my principal residence.
Statement 3: Actual beneficiary of the land
I am the actual beneficiary of the land since the (house handover date), that is, the date of payment of Registration of Instrument No. (AANNNNNN) and land transfer tax ($NNNNNN) and overseas buyer tax ($NNNNNN)
I am the beneficial owner of the land and always have been since (set out date) when the beneficial ownership was acquired by the registration of Instrument No. (AANNNNNN) and the applicable land transfer tax ($NNNNNN) and NRST ( $NNNNNN) was paid.
Statement 4: Other beneficiaries of the land
The other beneficial owners of the land are (list names) and their relationship to me at the time I purchased the house is (list relationship status)If not, ignore it
The other beneficial owners of the land are (set out names) and their relationship to me at the time I purchased the home is (set out relationship status).
Statement 5: Assignment
The other transferees mentioned in the Transfer are (list names) and their relationship to me at the time of purchasing the house is (list relationship status)If not, ignore it
Other transferees named in the conveyance are (set out names) and their relationship to me at the time I purchased the home is (set out relationship status).
Statement 6: Beneficiaries of Funds
The beneficiary of all funds used in the purchase of this land and the residence contained therein is (property owner, name) and the source of funds is (name)(If any part of the funds comes from anyone other than the beneficial owner, such as a gift from a parent, please fully explain the situation)
All monies and other considerations utilized in the acquisition of the land relating to the conveyance were beneficially owned by (set out the name) and the source of the funds was (set out the name). (If the origin of any part of the consideration was anyone or anything other than the beneficial owner (i.e a gift), fully explain the circumstances).
Statement 7: Annual Income
My annual income is $nnnnn; Attached here are my personal income tax returns, as well as notices of assessment or notices of reassessment from the year before I purchased the landAlso attached is my bank account statement proving that I paid my mortgage, utility bills, rates, condominium fees and insurance
That my annual income is $NNNNNN; and attached hereto as an exhibit are my Income Tax Return(s) and accompanying Notice of Assessment or Notice of Reassessment(s) since the year before the purchase of the land. Attached hereto as an exhibit are my bank account statements evidencing payment of the mortgage, utilities, municipal taxes, condo fees, insurance.
Statement 8: Spouse’s annual income
My annual income is $nnnnn; Attached here are my personal income tax returns, as well as notices of assessment or notices of reassessment from the year before I purchased the landAlso attached is my bank account statement proving that I paid my mortgage, utility bills, rates, condominium fees and insurance
That my annual income is $NNNNNN; and attached hereto as an exhibit are my Income Tax Return(s) and accompanying Notice of Assessment or Notice of Reassessment(s) since the year before the purchase of the land. Attached hereto as an exhibit are my bank account statements evidencing payment of the mortgage, utilities, municipal taxes, condo fees, insurance.
Statement 9: Funding of Land Costs
If the applicant’s income (and his or her spouse’s income) is not sufficient to cover home purchase expenses (such as mortgage, utility bills, property taxes, condominium management fees, insurance, and maintenance costs), please indicate that it will be used to pay for the land Where the funds for the fees will come from
If the applicant's income (and his or her spouse's income) is not sufficient to cover expenses for the house (e.g., mortgage, utilities, municipal taxes, condo fees, insurance, and upkeep) explain where the funds to pay for the land and its expenses came from.
Statement 10: All Obligations
All obligations, including any mortgage obligations, liabilities, acts or omissions, while I own the property, belong to me and will be performed by me
All obligations, including any mortgage obligations, responsibilities, acts or omissions pertaining to the land during the period of time it was and is vested in me has and will be performed by me.
Statement 11: Purchase and Sale Agreement
Attached hereto is a copy of the sale and purchase agreement under which I acquired beneficial ownership of the land and paid NRST;
Attached hereto as an exhibit is a photocopy of the agreement of purchase and sale pursuant to which I obtained beneficial ownership of the land and paid the NRST;
Statement 12: Land for Sale
If the land is sold, all proceeds from the sale will belong to (name, usually the property owner)
If the land were to be sold, all proceeds of the sale will belong to (set out name)
Statement 13: Land Title
If I pass away, the land will pass through my estate and be handled by applicable inheritance lawsOr, if not, explain how land ownership changes after your death
If I should die, the land would pass through my estate and be disposed of through the applicable inheritance laws. Or, if not, explain how ownership of the land would change upon your death.
Statement 14: Property Rights
I am entitled to all relevant interests and proceeds of the property, or the interests and proceeds of the property belong to (insert name)
I am entitled to all income from the property OR, the income from the property belongs to (set out name).
Statement 15: Trust Land
I do not hold trust land for anyone, or, I hold trust land (fill in name and relationship)
I do not hold the land in trust for anyone OR, I hold the land in trust for (set out the name and relationship).
Note: The Compliance Branch of the Ministry of Finance may require further evidence to prove the actual ownership and transfer of the land.If the land is being purchased from a source other than the beneficial owner, an Affidavit from the Source of Funds may be required
Note: The Compliance Branch of the Ministry of Finance may require further evidence of the beneficial ownership of the land and the circumstances surrounding the conveyance. If the source of the funds to purchase the land is not from the beneficial owner , an affidavit from the source of the funds may be required.
