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Form 56 Notice Concerning Fiduciary Relationship 56 - Official Federal Forms
| Form 56 Notice Concerning Fiduciary Relationship Form. This is a national form and can be used in Department Of Treasury . |
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Form (Rev. December 2011) Department of the Treasury Internal Revenue Service 56 Notice Concerning Fiduciary Relationship (Internal Revenue Code sections 6036 and 6903) OMB No. 1545-0013 Part I Identification Identifying number Decedent's social security no. Name of person for whom you are acting (as shown on the tax return) Address of person for whom you are acting (number, street, and room or suite no.) City or town, state, and ZIP code (If a foreign address, see instructions.) Fiduciary's name Address of fiduciary (number, street, and room or suite no.) City or town, state, and ZIP code Telephone number (optional) ( ) Section A. Authority Authority for fiduciary relationship. Check applicable box: a Court appointment of testate estate (valid will exists) b Court appointment of intestate estate (no valid will exists) Court appointment as guardian or conservator c d Valid trust instrument and amendments e Bankruptcy or assignment for the benefit or creditors Other. Describe f 2a If box 1a or 1b is checked, enter the date of death 2b If box 1c--1f is checked, enter the date of appointment, taking office, or assignment or transfer of assets 1 Section B. Nature of Liability and Tax Notices 3 Type of taxes (check all that apply): Excise Other (describe) Income Gift Estate Generation-skipping transfer Employment 4 Federal tax form number (check all that apply): a e 1040, 1040-A, or 1040-EZ f 1041 g 706 series b 709 c 1120 h Other (list) 940 d 941, 943, 944 5 If your authority as a fiduciary does not cover all years or tax periods, check here . and list the specific years or periods . . . . . . . . . . . . 6 If the fiduciary listed wants a copy of notices or other written communications (see the instructions) check this box . . . . and enter the year(s) or period(s) for the corresponding line 4 item checked. If more than 1 form entered on line 4h, enter the form number. Complete only if the line 6 box is checked. If this item is checked: 4a 4c 4e 4g 4h: Enter year(s) or period(s) 4b 4d 4f 4h: 4h: Cat. No. 16375I Form 56 (Rev. 12-2011) If this item is checked: Enter year(s) or period(s) For Paperwork Reduction Act and Privacy Act Notice, see the separate instructions. American LegalNet, Inc. www.FormsWorkFlow.com Form 56 (Rev. 12-2011) Page 2 Part II Court and Administrative Proceedings Date proceeding initiated Name of court (if other than a court proceeding, identify the type of proceeding and name of agency) Address of court Docket number of proceeding City or town, state, and ZIP code Date Time a.m. p.m. Place of other proceedings Part III Please Sign Here Signature I certify that I have the authority to execute this notice concerning fiduciary relationship on behalf of the taxpayer. Fiduciary's signature Title, if applicable Date Form 56 (Rev. 12-2011) American LegalNet, Inc. www.FormsWorkFlow.com
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