Form Char001 - Trusts And Estates Registration Form

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CHA R001
STATE OF NEW YORK
TRUSTS AND ESTATES REGISTRATION FORM
DEPARTMENT OF LAW
CORPORATIONS AND UNINCORPORATED ASSOCIATIONS:
CHARITIES BUREAU
COMPLETE CHAR410 – DO NOT USE THIS FORM.
REGISTRATION SECTION
120 BROADWAY
Fo r Office U se Only
NEW YORK, NY 10271
Registration No
INSTRUCTIONS - TYPE or PRINT - in ink the answers to all items applicable to the registrant.
NOTE:
If the ch aritable interest is contingent or d eferre d by reaso n of intervening no n-ch aritable interests, then the
trust or estate is not required to register until the contingency occurs or the non-charitable interests terminate.
PA RT I: COMPLETE APPLICABLE SECTION OF THIS PART
A) TRUST:
Ch eck type of trust:
Intervivos
Testamentary
Date of T rust:
/
/
Date of am end me nts/codicils:
Name of G ranto r/Testator:
Fiscal Year End: Month
Day
Beneficiary(ies) with dates of death, if applicable:
Name
Date of D eath
/
/
/
/
/
/
Trust M ailing Ad dress:
c/o In divid ual, L aw Firm , etc.:
Street Address:
City:
State:
Zip:
Daytim e Phone :
Fax :
Em ail Ad dress:
Attach copy of w ill and cod icils or trust & Com plete Part II.
B) ESTATE:
Decedent/T estator’s Na me :
Date of D eath:
/
/
Adm itted to probate by d ecree of Surrogate’s Co urt of
County on
/
/
(date)
Co urt File No .:
Fiscal Year End: Month
Day
Estate M ailing Ad dress:
c/o In divid ual, L aw Firm , etc.:
Street Address:
City:
State:
Zip:
Daytim e Phone :
Fax :
Em ail Ad dress:
Attach copy of (1) will, codicils and decree admitting will to probate; (2) federal IRS Form 706; and (3) NYS
ET-90. C omp lete Part II.

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