Notification of Distribution From a
Generation-Skipping Trust
OMB No. 1545-1143
Form
706-GS(D-1)
(Rev. October 2008)
Complete for each skip person distributee. See separate instructions.
Department of The Treasury
Internal Revenue Service
Copy A: Send to IRS
For calendar year
General Information
2a
Trust’s employer identification number (see instructions)
1a
Skip person distributee’s identifying number (see instructions)
2b
Trust’s name, address, and ZIP code
1b
Skip person distributee’s name, address, and ZIP code
Distributions
3
Describe each distribution below. (see instructions)
e
Value
(see instructions)
d
Inclusion
ratio
c
Date of
distribution
b
Description of property
a
Item
no.
1
Trust Information (see instructions)
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
©
4
No
Yes
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
5
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
6
Has any exemption been allocated to this trust by reason of the deemed allocation rules?
7
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
©
Address
©
Form 706-GS(D-1) (Rev. 10-2008)
For Paperwork Reduction Act Notice, see page 5 of the separate trustee’s instructions.
Cat. No. 10328B
Date
©
Part I
Part II
Part III
f
Tentative transfer
(multiply col. e by col. d)
click to sign
signature
click to edit
click to sign
signature
click to edit