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definition of control, page b). If the controlling party(s) are ether corporations/general <br /> partnerships, submit their corporate (Form 1120) or general partnership (Form 1065) tax <br /> returns. <br /> If the corporation or individual. income tax returns contain <br /> returns (Form 1 a65 for partnerships, submit the partnership <br /> ) an y'partnership in which you are a general partner,:and the K-1's for <br /> any Partnership in which you are a limited partner. Refer to the-Partnership Section tc� <br /> distinguish what constitutes a complete,partnership return. <br /> If any of the returns contain revenue from another corporation, list the corporation;and your <br /> Percentage of ownership. If an officer, list the position you held during the;three cantrol years. <br /> If a majority shazeholder in another corporation, submit the CO <br /> (Forrn 11,20 or 1`120S). List the corporate officers, their tespuicome tax returns <br /> ective office and Percentage of <br /> Ownership. Include all of the Schedules, Forms; and accompanying Statements, <br /> If both a shareholder and a co <br /> rparate officer in another corporation, submit the corporation <br /> returns (Foran f 120 or 1120S). List the corporate officers, their respective office and <br /> percentage of ownership. Include all of the Schedules; Forms; and accompanying Statements... <br /> If any of the income tax returns contain revenue from an estate or trust, sr� <br /> income tax:returns hm i the fiduciary: <br /> (Form. 1D4;1) for that estate or trust: List Che 0rantor(s), Trucstee(s), and. <br /> Beneficiary(s), of the trust or estate.. Refer to the Fiduciary <br /> constitutes:a complete tiduciarp leturni. 50Ctron to distinguish.what <br /> Estate�rvsts <br /> Submit the complete, signed and dated, copies of the fiduci <br /> for the three control ary income tar returns (Form 1041) <br /> Years. prelude Ball of your Schedules {A,.D, K,.etc,); .Forms; and <br /> accompanying Statements. <br /> Submit, under:persalt of r' <br /> Y Pe Jam'. a.written response to the following questions;for a trust. <br /> 1• <br /> Who:-are the <br /> grarctcrrs of`the trust? <br /> 2. Has the <br /> grantor rnstrtuted any other trusts? If ser, list the trust <br /> .through 7 s and answer questions 1 <br /> 3. Who are%the trustees' <br /> .. Who are the beneficiaries and what percentage of the trust do they:own? <br /> 5 What is the;familial relationship between the grantors„trustees, and benefxiaries? <br /> 6: What is the purpose of`the trust instrument? <br /> 7. is the adtnurstrator of the trust? <br /> Submit, under penalty of perjury, a written;response to the following questions for an estate:. <br /> 1. oto is tht testator ofthe estate? <br /> 2. Does the will establish.a testamentary trust? <br /> 31 <br /> Who is the executor or administ <br /> are the brator of the will? <br /> VVho eneficiaries and'what percentage of the estate are they entitled to. <br />