Charities Form 001a - Trusts And Estates Registration Form Char001

Charities Form 001a - Trusts And Estates Registration Form Char001 - 2000

Charities Form 001a

Page 1 of 2

STATE OF NEW YORK

OFFICE OF THE ATTORNEY GENERAL

OFFICE USE ONLY

CHARITIES BUREAU

EPTL # _________

120 BROADWAY, NEW YORK, NY 10271

TRUSTS AND ESTATES REGISTRATION FORM

CHAR001

CORPORATIONS AND UNICORPORATED ASSOCIATIONS: COMPLETE CHAR410 -- DO NOT USE THIS FORM.

NOTE: If the charitable interest is contingent or deferred by reason of intervening non-charitable

interests, then the trust or estate is not required to register until the contingency occurs or the

non-charitable interests terminate.

PART I: COMPLETE APPLICABLE SECTION OF THIS PART

A) TRUST

Type - (check type)

[ ] Intervivos

[ ] Testamentary

Date of Trust _______________ ; Date of amendments, codicils__________________ ;

Fiscal Year End: Month_____ Day____

Name of Grantor/Testator_________________________________________________

Beneficiary (ies) with dates of death, if applicable________________________________

_____________________________________________________________________

Trust Mailing Address:

c/o Individual, Law Firm, etc.__________________________________

Address_____________________________________________________

Daytime Phone__________________________________

* Attach copy of will & codicils or trust & Complete part II

B) ESTATE

Decedent/Testator's Name_______________________________________________

Date of Death_________________________________________________________

Admitted to probate by decree of Surrogate's Court

of__________________ County on____ /____/____(date)

Court File No._____________________ ; Fiscal Year End: Month____Day____

Estate Mailing Address:

c/o Individual, Law Firm, etc.___________________________________

Address___________________________________________________

3/3/00

Charities Form 001a - Trusts And Estates Registration Form Char001 - 2000