Private Corporation Details Description: Province of Taxation: Province of Incorporation: Corporate End Year: Share Structure *Applies to Share Structure, Outstanding Shareholder Loans to the Private Corporation, Investment Accounts, and Other Assets. Common Shares Preferred Shares Redemption Value per Share: Preferred Automatic Annual Dividend Yield (% of Redemption Value) Type of Dividend (Taxable or n-taxable) Historical Data tional Accounts RDTOH End-of-Year Value for Previous Year: CDA End-of-Year Value for Previous Year: Capital Losses Carryover End-of-Year Value for Previous Year: Before May 23, 1985: After May 22nd, 1985 and before 1988: In 1988 and 1989: After 1989 and before 2000: In 2000: After 2000 and before last year: Divident Refund for Previous Year: Outstanding Shareholder Loans to the Private Corporation Shareholder: Shareholder: Share Holder: Investment Accounts and Subaccounts Description: Market Value: Cost Basis: Annual Fee %: Frequency: Tax Deduction:
Pre-Retirement Return Rates Total: Interest Rate: Dividends: Capital Gains: Deferred Growth: Standard Deviation: Reinvest After Tax Income? Retirement Return Rates Total: Interest Rate: Dividends: Capital Gains: Deferred Growth: Standard Deviation: Reinvest After Tax Income? Subaccounts Other Assets Deferred Growth: Standard Deviation: Deferred Growth: Standard Deviation: Deferred Growth: Standard Deviation: Deferred Growth: Standard Deviation:
Life Insurance Policies 1. Life Insurance Policy Frequency: Amount: Cease at Age: Cease on Date: 2. Life Insurance Policy Frequency: Amount: Cease at Age: Cease on Date: 3. Life Insurance Policy Frequency: Amount: Cease at Age: Cease on Date: Contributions Inter-Company Dividends Received Inflation: Inflation: Inflation:
Shareholder Loans to the Private Corporation Share Purchases Shareholder:: Share Type: Received Amount: Frequency: Inflation: Shareholder: Share Type: Received Amount: Frequency: Inflation: Shareholder: Share Type: Received Amount: Frequency: Inflation: Withdrawals Manual Dividend Distributions Inflation: Inflation: Inflation: Shareholder Loan Repayments Shareholder: Amount: Frequency: Shareholder: Amount: Frequency: Shareholder: Amount: Frequency: Share Redemptions Inflation: Inflation:
Inflation: Estate Details Share Options at First Death: Share Options at Second Death: Estate Freeze: Date freeze went into effect: