Estate Forms under Rule 74, 74.1 and 75 of the Rules of Civil Procedure


Recent changes to the estate court forms and court rules

  • Reg. 388/23: Amendments made to the RCP to simplify probate application processes, effective April 1, 2024.
    • Forms amended: 74F, Affidavit Regarding a Holograph will.
    • New form created: 74G, Renunciation and Consent (replacing 74G Renunciation dated September 1, 2021, and 74H Consent dated September 1, 2021).
    • Consequential form amendments to Forms 74A, 74.1A, 74J (amended to reference new Form 74G rather than Form 74H).
    • A summary of the amendments can be found here and on the Ontario Regulatory Registry.
    • The new forms (dated November 1, 2023) must be filed as of April 1, 2024. The new forms will be accepted for filing prior to that date.

  • For amendments to the RCP that came into effect between January 2021 and July 2023, click here.

 

Filing Estate Court Documents

  1. Filing Probate Documents by Email

    Applications for probate certificates and supporting or responding documents may be filed by email to the Superior Court of Justice, by mail or in person.

    The documents that can be filed by email include:
         - applications for a Certificate of Appointment of Estate Trustee and Small Estate Certificate (Forms 74A, 74.1A, 74.1E, 74J)
         - draft certificates (Form 74C, 74.1C, 74.1F)
         - proof of service or declaration (Forms 74B, 74B.1, 74.1B)
         - supporting affidavits (Form 74D, 74E or 74F)
         - renunciations and consents (Forms 74G and 74H)
         - nomination of applicant by foreign estate trustee (Form 74K)
         - draft order (Form 74I)
         - proof of death document
         - certified copy of foreign grant

    Responding documents that can be filed by email include:
         - Notice of Objection (Form 75.1)
         - Request for Notice of Commencement of Proceeding (Form 74P)

    You must attach an Information Form (version dated December 2023) to your email requesting the filing of your documents. This form provides guidance on the documents which must be filed for each type of probate application.

    To learn more about how to electronically file a probate application or responding document, review the Superior Court of Justice Consolidated Practice Direction Part IV.

  2. Filing Estate Litigation Documents Electronically

    Documents commencing an action (Statement of Claim, Form 14A, Notice of Action, Form 14C) involving an estate can be filed with the court through the Civil Claims Online portal of Justice Services Online or in person.

         - Where Civil Claims Online is used to file a Statement of Claim or Notice of Action involving an estate, filers should select “Wills,
           estates” as the ”Type of claim” to ensure that it will be assigned a court file number with an estates (ES) extension. 
         - Do not use the “Civil Submissions Online” portal to file a Statement of Claim or Notice of Action in an estate litigation
           proceeding.
         - For more information see Superior Court of Justice Consolidated Practice Direction Part I.

    Documents to commence or respond to certain estate applications (Forms 14E, 38A, 74.44, 75.5, etc.) or motions (Forms 37A, 75.6, etc.) can be filed with the court through the Civil Submissions Online portal of Justice Services Online or in person.

         - This includes documents for an application to pass accounts, application or motions for directions, motion to compel an estate
           trustee or trustee to pass accounts, or a motion seeking another type of order for assistance, claims against an estate (will
           challenge, dependant’s support etc.), submission of rights to the court and estates mediations conducted pursuant to the
           Rules of Civil Procedure.
         - For more information see Superior Court of Justice Consolidated Practice Direction Part I. 

Resources

Learn how to apply for probate:

Learn how to calculate the value of an estate and the amount of estate administration tax, including the amount to be paid at the time of filing of a probate application.

Learn about court fees which may be payable to file your estate court document.

 

Estate Forms under Rule 74, 74.1 and 75 of the Rules of Civil Procedure

The prescribed forms under the Rules of Civil Procedure, R.R.O. 1990, Regulation 194, are contained in the table below. Many of these forms are provided in a fillable format.

Your completed form should be in 12 point (or 10 pitch) size, or neatly printed, with double spaces between the lines and a left-hand margin approximately 40 mm wide. See Rule 4 of the Rules of Civil Procedure for further requirements.

To view PDF files, you will require Adobe Acrobat® Reader version 5.0 (or higher). You can download this free software from Adobe's website.

If you do not have Microsoft Word installed on your computer, you can download the MS-Word Viewer. It will allow you to view the fillable forms. You can download this free software from Microsoft's website.

The estates forms contain check boxes. To put an X in a check box: Double-click on the box. In the menu that pops up, under Default Value, click “Checked.” Click "OK."

These forms also contain rows to provide information. You can add as many rows as required. To add a row, click “enable editing” in the top toolbar. Then select a row, right click on your mouse, select “insert rows above” or “insert rows below”.

 

CAUTION: Any forms shaded in grey in the table below have not yet come into force. Do not use them prior to their effective date, which is listed in the table below. Until the effective date, only use the current version of the form, which appears unshaded in the table below.

 


Estate Forms under Rule 74, 74.1 and 75 of the Rules of Civil Procedure
Form Number Form Title Version Date Effective Date HTML/PDF Form MS Word Form
74A Application for a Certificate of Appointment of Estate Trustee May 1, 2023 July 6, 2023

NA

rcp-e-74a-0523.docx
74A Application for a Certificate of Appointment of Estate Trustee Nov. 1, 2023 April 1, 2024

NA

rcp-e-74a-1123.docx
74B Affidavit of Service of Application for a Certificate of Appointment of Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74b-0921.docx
74B.1 Lawyer’s Certificate of Service of Application for a Certificate of Appointment of Estate Trustee Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74b-1-0822.docx
74C Certificate of Appointment of Estate Trustee Feb. 1, 2022 July 1, 2022

NA

rcp-e-74c-0222.docx
74D Affidavit of Execution of Will or Codicil Feb. 1, 2022 July 1, 2022

NA

rcp-e-74d-0222.docx
74E Affidavit of Condition of Will or Codicil Feb. 1, 2022 July 1, 2022

NA

rcp-e-74e-0222.docx
74F Affidavit Regarding a Holograph Will or Codicil Nov. 1, 2023 April 1, 2024

NA

rcp-e-74f-1123.docx
74F Affidavit Attesting to the Handwriting and Signature of a Holograph Will or Codicil Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74f-0921.docx
74G Renunciation and Consent Nov. 1, 2023 April 1, 2024

NA

rcp-e-74g-1123.docx
74G Renunciation Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74g-0921.docx
74H Consent Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74h-0921.docx
74I Order in an Estates Proceeding Jan. 2, 2024 March 11, 2024

NA

rcp-e-74i-0124.docx
74I Order in an Estates Proceeding Feb. 1, 2022 July 1, 2022

NA

rcp-e-74i-0222.docx
74J Application for Certificate or Confirmation of Appointment May 1, 2023 July 6, 2023

NA

rcp-e-74j-0523.docx
74J Application for Certificate or Confirmation of Appointment Nov. 1, 2023 April 1, 2024

NA

rcp-e-74j-1123.docx
74K Nomination of Applicant by Foreign Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74k-0921.docx
74L Bond - Insurance or Guarantee Company Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74l-0921.docx
74M Bond - Personal Sureties Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74m-0921.docx
74N Registrar's Notice to Estate Trustee Named in a Will or Codicil Deposited with the Court Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74n-0921.docx
74O Registrar's Notice to Applicant in an Application for a Certificate of Appointment of Estate Trustee Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74o-0921.docx
74P Request for Notice of Commencement of Proceeding Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74p-0921.docx
74.1A Application for a Small Estate Certificate (Estate valued at $150,000 or less) Nov. 1, 2023 April 1, 2024

NA

rcp-e-74-1a-1123.docx
74.1A Application for a Small Estate Certificate (Estate valued at $150,000 or less) May 1, 2023 July 6, 2023

NA

rcp-e-74-1a-0523.docx
74.1B Request to File an Application for a Small Estate Certificate or an Amended Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1b-0222.docx
74.1C Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1c-0222.docx
74.1D Registrar’s Notice to Applicant in an Application for a Small Estate Certificate or Amended Small Estate Certificate Nov. 1, 2020 April 1, 2021

NA

rcp-e-74-1d-1120.doc
74.1E Application to Amend Small Estate Certificate Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-74-1e-0921.docx
74.1F Amended Small Estate Certificate Feb. 1, 2022 July 1, 2022

NA

rcp-e-74-1f-0222.docx
74.43 Affidavit Verifying Estate Accounts Sept. 1, 2020 Jan. 1, 2021 rcp-e-74-43-0920.pdf rcp-e-74-43-0920.docx
74.44 Notice of Application to Pass Accounts Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-44-0822.doc
74.45 Notice of Objection to Accounts July 1, 2007 July 1, 2008 rcp-e-74-45-0707.pdf rcp-e-74-45-0707.docx
74.45.1 Request for Further Notice in Passing of Accounts May 1, 2017 July 1, 2017 rcp-e-74-45-1-0517.pdf rcp-e-74-45-1-0517.docx
74.46 Notice of No Objection to Accounts July 1, 2007 July 1, 2008 rcp-e-74-46-0707.pdf rcp-e-74-46-0707.docx
74.46.1 Notice of Non-Participation in Passing of Accounts July 1, 2007 July 1, 2008 rcp-e-74-46-1-0707.pdf rcp-e-74-46-1-0707.docx
74.47 Affidavit in Support of Unopposed Judgment on Passing of Accounts Sept. 1, 2020 Jan. 1, 2021 rcp-e-74-47-0920.pdf rcp-e-74-47-0920.docx
74.48 Notice of Withdrawal of Objection July 1, 2007 July 1, 2008 rcp-e-74-48-0707.pdf rcp-e-74-48-0707.docx
74.49 Request for Costs (Person other than Children’s Lawyer or Public Guardian and Trustee) July 1, 2007 July 1, 2008 rcp-e-74-49-0707.pdf rcp-e-74-49-0707.docx
74.49.1 Request for Costs (Children’s Lawyer or Public Guardian and Trustee) July 1, 2007 July 1, 2008 rcp-e-74-49-1-0707.pdf rcp-e-74-49-1-0707.docx
74.49.2 Request for Increased Costs (Estate Trustee) Aug. 1, 2022 Jan. 30, 2023 rcp-e-74-49-2-0822.pdf rcp-e-74-49-2-0822.docx
74.49.3 Request for Increased Costs (Person other than Estate Trustee) Aug. 1, 2022 Jan. 30, 2023 rcp-e-74-49-3-0822.pdf rcp-e-74-49-3-0822.docx
74.49.4 Reply to Notice of Objection to Accounts Feb. 1, 2015 Jan. 1, 2016 rcp-e-74-49-4-0215.pdf rcp-e-74-49-4-0215.docx
74.50 Judgment on Unopposed Passing of Accounts Jan. 2, 2024 March 11, 2024

NA

rcp-e-74-50-0124.docx
74.50 Judgment on Unopposed Passing of Accounts Aug. 1, 2022 Jan. 30, 2023 rcp-e-74-50-0822.pdf rcp-e-74-50-0822.docx
74.51 Judgment on Contested Passing of Accounts Jan. 2, 2024 March 11, 2024

NA

rcp-e-74-51-0124.docx
74.51 Judgment on Contested Passing of Accounts Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-74-51-0822.doc
75.1 Notice of Objection Sept. 1, 2021 Jan. 1, 2022

NA

rcp-e-75-1-0921.docx
75.10 Statement of Submission of Rights to the Court July 1, 2007 July 1, 2008 rcp-e-75-10-0707.pdf rcp-e-75-10-0707.docx
75.1A Request for Assignment of Mediator Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1a-feb21.doc
75.1B Notice by Mediator Jan. 2, 2024 March 11, 2024

NA

rcp-e-75-1b-0124.docx
75.1B Notice by Mediator Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-1b-0920.pdf rcp-e-75-1b-0920.doc
75.1C Statement of Issues Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1c-feb21.doc
75.1D Certificate of Non-Compliance Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-1d-feb21.doc
75.11 Notice of Settlement July 1, 2007 July 1, 2008 rcp-e-75-11-0707.pdf rcp-e-75-11-0707.docx
75.12 Rejection of Settlement July 1, 2007 July 1, 2008 rcp-e-75-12-0707.pdf rcp-e-75-12-0707.docx
75.13 Notice of Contestation July 1, 2007 July 1, 2008 rcp-75-13-e.pdf RCP_E_75.13_0707.doc
75.14 Claim Against Estate Feb. 1, 2021 April 6, 2021

NA

rcp-e-75-14-feb21.doc
75.2 Notice that Objection has been Filed Feb. 1, 2021 April 6, 2021 rcp-e-75-2-feb21.pdf rcp-e-75-2-feb21.docx
75.3 Notice to Objector Nov. 1, 2020 April 1, 2021 rcp-e-75-3-1120.pdf rcp-e-75-3-1120.docx
75.4 Notice of Appearance Nov. 1, 2020 April 1, 2021 rcp-e-75-4-1120.pdf rcp-e-75-4-1120.docx
75.5 Notice of Application for Directions Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-5-0920.pdf rcp-e-75-5-0920.doc
75.6 Notice of Motion for Directions Sept. 1, 2020 Jan. 1, 2021 rcp-e-75-6-0920.pdf rcp-e-75-6-0920.docx
75.7 Statement of Claim Pursuant to Order Giving Directions Jan. 2, 2024 March 11, 2024

NA

rcp-e-75-07-0124.docx
75.7 Statement of Claim Pursuant to Order Giving Directions Nov. 1, 2005 July 1, 2006 rcp-e-75-07-1105.pdf rcp-e-75-07-1105.docx
75.8 Order Giving Directions Where Pleadings Directed Jan. 2, 2024 March 11, 2024

NA

rcp-e-75-8-0124.docx
75.8 Order Giving Directions Where Pleadings Directed Aug. 1, 2022 Jan. 30, 2023

NA

rcp-e-75-8-0822.docx