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Maria inherited a property from her grandmother in 2020 with a fair market value of $600,000. Her grandmother originally purchased it for $200,000 in 1995. Maria sells the property in 2024 for $750,000. For capital gains purposes, what is Maria's adjusted cost base?

Correct Answer

B) $600,000 (fair market value at time of inheritance)

When property is inherited in Canada, the beneficiary receives a 'stepped-up basis' equal to the fair market value at the time of inheritance. This means Maria's adjusted cost base is $600,000, and her capital gain would be $150,000 ($750,000 - $600,000), not the full appreciation since 1995.

Answer Options
A
$200,000 (grandmother's original purchase price)
B
$600,000 (fair market value at time of inheritance)
C
$400,000 (average of original price and inherited value)
D
$750,000 (current sale price)

Why This Is the Correct Answer

When property is inherited in Canada, the beneficiary receives a 'stepped-up basis' equal to the fair market value at the time of inheritance. This means Maria's adjusted cost base is $600,000, and her capital gain would be $150,000 ($750,000 - $600,000), not the full appreciation since 1995.

Deep Dive: Understanding the Answer

When property is inherited in Canada, the beneficiary receives a 'stepped-up basis' equal to the fair market value at the time of inheritance. This means Maria's adjusted cost base is $600,000, and her capital gain would be $150,000 ($750,000 - $600,000), not the full appreciation since 1995.

This question tests your understanding of Real Estate Taxation concepts that are commonly assessed on Canadian real estate licensing exams. The correct answer, “$600,000 (fair market value at time of inheritance)”, reflects a fundamental principle that real estate professionals in Canada must understand.

Specifically, this falls under the sub-topic of Capital Gains, which is an important area within Real Estate Taxation that appears regularly on provincial licensing exams across Canada.

About Real Estate Taxation

Property tax, land transfer tax, GST/HST on real estate, capital gains, and tax planning.

Real Estate Taxation is one of the core areas covered on Canadian real estate licensing exams, including RECO (Ontario), BCFSA (British Columbia), and RECA (Alberta). Understanding these concepts is essential for anyone pursuing a career in Canadian real estate.

Study Tips for Real Estate Taxation

  • Know when GST/HST applies to real estate transactions and when it does not.
  • Understand land transfer tax calculations for your province.
  • Review the principal residence exemption for capital gains.
  • Study the tax implications of non-resident buyers (NRST).

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