12 February 1990 External T.I. 9240 F - Inter-vivos Spouse Trust

By services, 18 January, 2022
Official title
Inter-vivos Spouse Trust
Language
French
CRA tags
73(1)
Document number
Citation name
9240
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
630278
Extra import data
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"field_external_guid": [],
"field_proprietary_citation": [],
"field_release_date_new": "1990-02-12 07:00:00",
"field_tags": []
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Main text
  EACC 9240
  February 12, 1990

Revenue Canada TaxationPublications DivisionLegislative and Government Affairs Branch 123 Slater StreetOttawa, OntarioK1P 5H2

Dear Sirs:

Attention: Mr. Roy Schultis

There seems to be a discrepancy between s. 73(1) of the Income Tax Act (the "Act") and paragraph 5(b) of the Interpretation Bulletin IT-209R concerning whether the beneficiary spouse needs to be a resident of Canada when an inter vivos spouse trust is created. Paragraph 5(b) of the Interpretation Bulletin IT-209R, states that both the taxpayer creating a spouse trust and his spouse must be resident in Canada at the time the trust is created.

However, my reading of s. 73(1) of the Act is that only the taxpayer and the transferee (i.e the trust ) need to be resident in Canada. It would be appreciated if you could send me some information clarifying this issue.

Yours very truly,