Assets UI - AFI and Gift or Sale
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Description
### Summary
Current manual ToD filings involving estates without a court grant require two sequential transfers: (1) executor/administrator transmission to establish authority over the manufactured home, and (2) transfer from the executor/administrator to the beneficiary (sale/gift). Staff want this filing to be a guided, multi‑step digital flow that compels completion of both steps in a single session, with one end‑to‑end review by staff, while still assessing two statutory fees.
### Policy Ref
MHR 7(3) If an executor submits a notice of transfer under subsection (2), at the same time the executor must submit a notice of the transfer from the executor to the beneficiary.
### Business rules
- The filing must be completed as two sequential transactions in one guided session. Step 2 must start immediately after Step 1. A defer option will not be shown to the QS user.
- The existing sequencing will be maintained. Step 1 will transmit ownership to the executor or administrator. Step 2 will transfer from the executor or administrator to the beneficiary by sale or gift
- A defer option will not be shown.
- A transfer‑type checklist will present required uploads. The filer will attest that each listed document is included. System content validation will not be performed.
- During Step 1, the land‑ownership indicator will display the current state and remain read‑only. Help text will explain that no change occurs at transmission
- Both transactions will be submitted together for staff review and decision.
- On approval, the system will issue a verification statement that meets Regulation requirements.
- On rejection, an email and a PDF notice will be issued with staff‑typed reasons, BC Registries contact information, and refund details. The rejection PDF will be saved to DRS as correspondence for MVP.
Remove Unit Notes Section and do not display Doc ID section for QS
### BA Notes
- Document uploads are not validated for content; a typed checklist + attestation by the filer was recommended to ensure correct exhibits (e.g., death certificate, will, grant or affidavit + Exhibit A)
- “Complete later” option risks leaving step 2 unfinished. Preference was expressed to require immediate continuation into the second transfer after step 1, with both submitted together for review
- Clarifications are needed in the UI for declared value at death, required probate exhibits, lease‑land own.
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Manufactured Home Regulation, s. 7(3): if an executor files the transfer (small estate / no probate path), they must also file the transfer from the executor to the beneficiary at the same time. That’s a required “paperwork transfer”, not a sale or gift.
Manufactured Home Act: a “transfer” gets recorded by filing a notice of transfer in the form set by the registrar, per the regs. Nothing in this section says a sale or gift must happen.
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