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    f56 - 2011 J Lew Fiduciary

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    phard2345
    1) Jack Lew, Secretary of the Treasury, has been appointed as the fiduciary for the estate of Patrick Wayne Harding. 2) As fiduciary, Lew is responsible for filing tax returns and handling tax matters on behalf of Harding's estate. This includes income, estate, and generation-skipping transfer taxes. 3) The notice provides Lew's contact information and details of the fiduciary relationship and confirms his authority to receive tax notices and communicate with the IRS regarding Harding's estate.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    f56 - 2011 J Lew Fiduciary

    Uploaded by

    phard2345
    607 views2 pages
    1) Jack Lew, Secretary of the Treasury, has been appointed as the fiduciary for the estate of Patrick Wayne Harding. 2) As fiduciary, Lew is responsible for filing tax returns and handling tax matters on behalf of Harding's estate. This includes income, estate, and generation-skipping transfer taxes. 3) The notice provides Lew's contact information and details of the fiduciary relationship and confirms his authority to receive tax notices and communicate with the IRS regarding Harding's estate.

    Original Description:

    Form 56

    Original Title

    f56--2011 J Lew Fiduciary

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    © © All Rights Reserved

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    1) Jack Lew, Secretary of the Treasury, has been appointed as the fiduciary for the estate of Patrick Wayne Harding. 2) As fiduciary, Lew is responsible for filing tax returns and handling tax matters on behalf of Harding's estate. This includes income, estate, and generation-skipping transfer taxes. 3) The notice provides Lew's contact information and details of the fiduciary relationship and confirms his authority to receive tax notices and communicate with the IRS regarding Harding's estate.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    607 views2 pages

    f56 - 2011 J Lew Fiduciary

    Uploaded by

    phard2345
    1) Jack Lew, Secretary of the Treasury, has been appointed as the fiduciary for the estate of Patrick Wayne Harding. 2) As fiduciary, Lew is responsible for filing tax returns and handling tax matters on behalf of Harding's estate. This includes income, estate, and generation-skipping transfer taxes. 3) The notice provides Lew's contact information and details of the fiduciary relationship and confirms his authority to receive tax notices and communicate with the IRS regarding Harding's estate.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    56

    Form
    (Rev. December 2011)
    Department of the Treasury
    Internal Revenue Service

    Notice Concerning Fiduciary Relationship

    OMB No. 1545-0013

    (Internal Revenue Code sections 6036 and 6903)

    Identification

    Part I

    Name of person for whom you are acting (as shown on the tax return)

    Decedents social security no.

    Identifying number

    PATRICK WAYNE HARDING

    98-0624588

    Address of person for whom you are acting (number, street, and room or suite no.)

    224 SHELDON HEATH ROAD


    City or town, state, and ZIP code (If a foreign address, see instructions.)

    BIRMINGHAM UNITED KINGDOM B26 2RY


    Fiduciarys name

    Jack Lew d/b/a UNITED STATES SECRETARY OF THE TREASURY


    Address of fiduciary (number, street, and room or suite no.)

    1500 PENNSYLVANIA AVENUE, NW


    City or town, state, and ZIP code

    Telephone number (optional)

    WASHINGTON D.C. 20220, UNITED STATES

    Section A. Authority
    1

    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
    f Other. Describe Appointment of Fiduciary
    2a If box 1a or 1b is checked, enter the date of death
    2b If box 1c1f is checked, enter the date of appointment, taking office, or assignment or transfer of assets

    Section B. Nature of Liability and Tax Notices


    3

    Type of taxes (check all that apply):


    Excise
    Other (describe)

    Federal tax form number (check all that apply): a


    e
    1040, 1040-A, or 1040-EZ f
    1041
    g

    If your authority as a fiduciary does not cover all years or tax periods, check here .
    and list the specific years or periods

    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.

    Income

    Gift

    Estate

    Generation-skipping transfer

    706 series b
    709 c
    1120 h
    Other (list)

    940

    Employment

    941, 943, 944

    Complete only if the line 6 box is checked.


    If this item
    is checked:
    4a
    4c
    4e
    4g
    4h:

    If this item
    is checked:

    Enter year(s) or period(s)

    Enter year(s) or period(s)

    4b
    4d
    4f
    4h:
    4h:

    For Paperwork Reduction Act and Privacy Act Notice, see the separate instructions.

    Cat. No. 16375I

    Form 56 (Rev. 12-2011)

    Form 56 (Rev. 12-2011)

    Page

    Court and Administrative Proceedings

    Part II

    Name of court (if other than a court proceeding, identify the type of proceeding and name of agency)

    Date proceeding initiated

    Address of court

    Docket number of proceeding

    City or town, state, and ZIP code

    Date

    Time

    a.m.

    Place of other proceedings

    p.m.

    Signature

    Part III

    I certify that I have the authority to execute this notice concerning fiduciary relationship on behalf of the taxpayer.

    Please
    Sign
    Here

    Fiduciarys signature

    Title, if applicable

    Date
    Form 56 (Rev. 12-2011)

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