Form 1041 - Fiduciary Income Tax Return (For Estates And Trusts) - 1947 Page 4
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Schedule G.—BENEFICIARIES’ SHARES OF INCOME AND CREDITS. (Include as beneficiaries persons to
whom amounts were paid or set aside for religious, charitable, etc., purposes.) (See Instructions 4 and 16)
2. If return is for a trust,
3. Taxable income less
5. Federal income tax paid
6. Income and profits
4. Partially tax-exempt
1. Name and address of each beneficiary
state relationship of
any partially tax-exempt
at source (2% of item 3,
taxes paid to a foreign
interest included in
(Designate nonresident aliens, if any)
grantor to each individual
interest included in
page 1, less item 25,
country or United States
item 4, page 1
beneficiary
item 4, page 1
page 1)
possession
(a)
$
$
$
$
(b)
(c)
(d)
(e)
(f)
(g)
Totals
X X X X X X X X
$
$
$
$
QUESTIONS
1.
Was an income tax return filed for the preceding year?
If so,
personal holding company as defined in section 501 of the Internal
Revenue Code? (Answer “Yes” or “No”.)
If answer is
to which collector’s office was it sent?
“Yes,”attach list showing name and address of each such
2.
Date estate or trust was created
corporation and amount of stockholdings.
3.
If copy of will or trust instrument and statement required under
6.
If return is for a trust, state name and address of grantor
General Instruction I have been previously furnished, state when
and where filed
4.
Check whether this return was prepared on the cash
or
7.
If return is for an estate, has a United States Estate Tax Return
accrual
basis
been filed? (Answer “Yes” or “No”)
If answer is “No,”
5.
Did the estate or trust at any time during the taxable year own
will such a return be filed? “Yes”
“No”
“Uncertain”
directly or indirectly any stock of a foreign corporation or of a
(Check which.)
AFFIDAVIT (See instruction F)
I swear (or affirm) that this return (including any accompanying schedules and statements) has been examined by me, and to the best of my
knowledge and belief, is a true, correct, and complete return.
(Signature of person (other than taxpayer or agent)
(Date)
(Signature of fiduciary or officer representing fiduciary)
(Date)
preparing return)
(Name of firm or employer, if any)
(Address of fiduciary or officer)
Subscribed and sworn to before me this
Subscribed and sworn to before me this
day of
, 194
day of
, 194
,
,
(Signature of officer administering oath)
(Title)
(Signature of officer administering oath)
(Title)
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