B-5.1, r. 1 - Regulation respecting the application of the Unclaimed Property Act

Schedule Disposition versions

2024-04-01

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,564;

(2) for the administration of the succession: $5,213;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,793 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,793 per immovable property;

(4) for the rendering of account and the delivery of property: $1,158.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $58 nor more than $1,158;

(2) for the liquidation of the property: 10% of the net proceeds of the liquidation of the property, up to $1,158.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $387;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,793.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $58 nor more than $1,158;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,793.

(4.1) The fees prescribed in sections 1 to 4 are adjusted on 1 April of each year on the basis of the rate of increase in the general Consumer Price Index for Canada for the period ending on 31 December of the preceding year, as determined by Statistics Canada under the Statistics Act (R.S.C. 1985, c. S-19).

Once adjusted, the fees are reduced to the nearest dollar where they include a dollar fraction under $0.50; they are increased to the nearest dollar where they include a dollar fraction equal to or over $0.50.

The fee adjustment has effect from 1 April.

The Minister informs the public of the annual adjustment by way of a notice published in the Gazette officielle du Québec or by such other means as the Minister considers appropriate.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I; O.C. 1036-2023, ss. 5 and 6.

2023-07-20

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,518;

(2) for the administration of the succession: $5,061;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,624 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,624 per immovable property;

(4) for the rendering of account and the delivery of property: $1,124.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $56.50 nor more than $1,124;

(2) for the liquidation of the property: 10% of the net proceeds of the liquidation of the property, up to $1,124.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $376;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,624.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $56.50 nor more than $1,124;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,624.

(4.1) The fees prescribed in sections 1 to 4 are adjusted on 1 April of each year on the basis of the rate of increase in the general Consumer Price Index for Canada for the period ending on 31 December of the preceding year, as determined by Statistics Canada under the Statistics Act (R.S.C. 1985, c. S-19).

Once adjusted, the fees are reduced to the nearest dollar where they include a dollar fraction under $0.50; they are increased to the nearest dollar where they include a dollar fraction equal to or over $0.50.

The fee adjustment has effect from 1 April.

The Minister informs the public of the annual adjustment by way of a notice published in the Gazette officielle du Québec or by such other means as the Minister considers appropriate.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I; O.C. 1036-2023, ss. 5 and 6.

2023-01-01

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,518;

(2) for the administration of the succession: $5,061;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,624 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,624 per immovable property;

(4) for the rendering of account and the delivery of property: $1,124.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $56.50 nor more than $1,124;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,624.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $376;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,624.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $56.50 nor more than $1,124;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,624.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2022-01-01

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,474;

(2) for the administration of the succession: $4,914;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,460 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,460 per immovable property;

(4) for the rendering of account and the delivery of property: $1,091.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $54.75 nor more than $1,091;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,460.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $365;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,460.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $54.75 nor more than $1,091;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,460.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2021-01-01

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,436;

(2) for the administration of the succession: $4,788;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,320 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,320 per immovable property;

(4) for the rendering of account and the delivery of property: $1,063.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $53.25 nor more than $1,063;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,320.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $356;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,320.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $53.25 nor more than $1,063;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,320.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2020-01-01

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,418;

(2) for the administration of the succession: $4,728;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,254 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,254 per immovable property;

(4) for the rendering of account and the delivery of property: $1,050.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $52.50 nor more than $1,050;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,254.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $352;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,254.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $52.50 nor more than $1,050;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,254.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2019-01-05

SCHEDULE I

(s. 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,394;

(2) for the administration of the succession: $4,648;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,165 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,165 per immovable property;

(4) for the rendering of account and the delivery of property: $1,032.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $51.50 nor more than $1,032;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,165.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $346;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,165.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $51.50 nor more than $1,032;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,165.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2018-01-01

SCHEDULE I

(section 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,371;

(2) for the administration of the succession: $4,570;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,078 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,078 per immovable property;

(4) for the rendering of account and the delivery of property: $1,015.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50.75 nor more than $1,015;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,078.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $340;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,078.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50.75 nor more than $1,015;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,078.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2017-01-01

SCHEDULE I

(section 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,360;

(2) for the administration of the succession: $4,533;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,037 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,037 per immovable property;

(4) for the rendering of account and the delivery of property: $1,007.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50,25 nor more than $1,007;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,037.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $337;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,037.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50,25 nor more than $1,007;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,037.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.

2015-09-01

SCHEDULE I

(section 8)

(1) The fees that the Minister may charge for the liquidation of a succession that falls to the State are as follows:

(1) for the opening of a file: $1,350;

(2) for the administration of the succession: $4,500;

(3) for the liquidation of property: 15% of the net proceeds of the liquidation of movable property, up to $5,000 and 15% of the net proceeds of the liquidation of each immovable property, up to $5,000 per immovable property;

(4) for the rendering of account and the delivery of property: $1,000.

(2) The fees that the Minister may charge for the provisional administration of property referred to in the first paragraph of section 3 of the Act, except property referred to in subparagraph 7 of the first paragraph of section 3, are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50 nor more than $1,000;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,000.

(3) The fees that the Minister may charge for the provisional administration of property referred to in subparagraph 7 of the first paragraph of section 3 of the Act are as follows:

(1) for the administration, rendering of account and delivery of the property: $335;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,000.

(4) The fees that the Minister may charge for the administration of a property not referred to in any of sections 1 to 3 of this Schedule are as follows:

(1) for the administration, rendering of account and delivery of the property: 10% of the property value, but not less than $50 nor more than $1,000;

(2) for the liquidation of the property: 15% of the net proceeds of the liquidation of the property, up to $5,000.

(5) The Minister may take quarterly, for the management of joint portfolios, fees corresponding to 1.5% per year of the average assets under administration, up to the rate of return of the portfolios.

For the purposes of the first paragraph, the average assets under administration are equal to the result obtained by dividing the amount equal to the sum of the assets at the end of each month in the quarter preceding that in which the fees are taken, by 3.

(6) The Minister may charge, for each copy of a document on which appears the information requested under section 21 of the Act, the tariff provided for in the Regulation respecting fees for the transcription, reproduction or transmission of documents or personal information (chapter A-2.1, r. 3).

O.C. 584-2015, Sch. I.