Form 706-Gs(D-1) - Notification Of Distribution From A Generation-Skipping Trust

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706-GS(D-1)
Notification of Distribution From a
Form
OMB No. 1545-1143
Generation-Skipping Trust
(Rev. October 2008)
Complete for each skip person distributee. See separate instructions.
Copy A: Send to IRS
Department of The Treasury
For calendar year
Internal Revenue Service
Part I
General Information
1a Skip person distributee’s identifying number (see instructions)
2a Trust’s employer identification number (see instructions)
1b Skip person distributee’s name, address, and ZIP code
2b Trust’s name, address, and ZIP code
Part II
Distributions
3
Describe each distribution below. (see instructions)
a
c
d
e
f
b
Item
Date of
Inclusion
Value
Tentative transfer
Description of property
no.
distribution
ratio
(see instructions)
(multiply col. e by col. d)
1
Part III
Trust Information (see instructions)
4
If this is not an explicit trust, check here and attach a statement describing the arrangement that makes its effect
substantially similar to an explicit trust
Yes
No
5
Has any property been contributed to this trust since the last Form 706-GS(T) or (D-1) was filed? If “Yes,” attach
a schedule showing how the trust’s inclusion ratio has been refigured
6
Have any contributions been made to this trust since the last Form 706-GS(T) or (D-1) was filed that were not
included in calculating the trust’s inclusion ratio? If “Yes,” attach a statement explaining why the contributions
were not included
7
Has any exemption been allocated to this trust by reason of the deemed allocation rules?
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct, and complete. Declaration of preparer other than trustee is based on all information of which preparer has any knowledge.
Signature of trustee
Date
Signature of preparer other than trustee
Date
Address
706-GS(D-1)
For Paperwork Reduction Act Notice, see page 5 of the separate trustee’s instructions.
Cat. No. 10328B
Form
(Rev. 10-2008)

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