2023 Ruling 2022-0958521R3 - foreign absorptive mergers -- summary under Article 13

After giving effect to some preliminary transactions, a U.S. corporation which was a qualifying person for purposes of the Canada-US Treaty (the “Treaty”) wholly-owned four stacked corporations in Country 1. The “bottom” Country 1 corporation, in turn, wholly-owned a resident of Canada (Canco). The shares of Canco and of the above Country 1 corporations were taxable Canadian property (TCP).

The proposed transactions included the US corporation contributing its shares of a Country 1 corporation to a newly-formed wholly-owned US corporation, which is a qualifying person.

CRA ruled that this disposition will be exempted under Art. XIII(4) of the Treaty (presumably, because the transferred TCP was not shares of a company resident in Canada).

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