California Allocation of Estimated Tax
FORM
TAXABLE YEAR
2013
541-T
Payments for Beneficiaries
For calendar year 2013 or fiscal year beginning (mm/dd/yyyy)
and ending (mm/dd/yyyy)
Name of estate or trust
FEIN
-
Name and title of fiduciary
Address of fiduciary (suite, room, PO Box, or PMB no.)
City
State
ZIP Code
-
Calendar year trusts: File this form no later than March 6, 2014.
If you are filing this form for the final year of the estate or trust, check this box
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 Total amount of estimated taxes to be allocated to beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ ___________________
2 Allocation to beneficiaries:
(a)
(b)
(c)
(d)
(e)
No.
Beneficiary’s name and address
Beneficiary’s
Amount of estimated
Proration
SSN/ITIN or FEIN
tax payment allocated to
percentage
beneficiary
I
%
II
%
III
%
IV
%
V
%
VI
%
VII
%
VIII
%
IX
%
X
%
3 Total from additional sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4 Total amounts allocated . (Must equal line 1, above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Under penalties of perjury, I declare that I have examined this allocation, 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 taxpayer) is based on all information of which preparer
has any knowledge.
Sign Here
Signature of fiduciary or officer representing fiduciary
Date
Phone
Telephone number of the fiduciary or officer representing the fiduciary.
(
)
FRANCHISE TAX BOARD
Mailing
PO BOX 942840
Address
SACRAMENTO CA 94240-0001
Note: Do not file with Form 541.
Form 541-T C1 2013
7031133
For Privacy Notice, get FTB 1131 ENG/SP.