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4 NEAR FINAL DRAFT 8/8/24 4
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6 *242411*6
7 2024 Schedule M2RT, Resident Trust Questionnaire 7
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9 ESTATE TRUST NAMEXXXXXXXXXXXXXXXXXXXXXXX 123456789 123456789 9
10 Name of Trust Federal ID Number Minnesota ID Number 10
11 Check all boxes that apply to the trust, and provide additional requested information. 11
12 1 One or more of the trustees (or the trust’s other fiduciaries) were residents (full-year or part-year) of Minnesota 12
13 at any time during the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 X 13
14 1a. Enter all Minnesota and non-Minnesota names and addresses 14
15 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 15
16 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 16
17 2 One or more individuals or entities represented the trust or the trustee in Minnesota in connection 17
18 with the activities that led to the income on which Minnesota taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 X 18
19 2a. Enter all Minnesota and non-Minnesota names and addresses 19
20 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 20
21 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 21
22 3 One or more of the trust’s tangible (real or personal) or intangible assets were located, 22
23 in whole or in part, in Minnesota at any time during the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 X 23
24 3a. Describe the assets located in Minnesota and enter their fair market value on the applicable date(s) 24
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26 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 26
27 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 27
28 4 Administration of the trust took place in Minnesota at any time during the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 X 28
29 4a. Describe the trust administrative functions that took place in Minnesota 29
30 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 30
31 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 31
32 5 The laws of Minnesota were specifically made applicable to the trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 X 32
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34 5a. The trust documents contain a choice lawof provision designating Minnesota for that purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . .5a X 34
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36 5b. The wastrust formed under, operationits or by, theis governed laws Minnesotaof . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b X 36
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38 6 One or more of the trust’s beneficiaries were residents (full-year or part-year) of Minnesota at any time during the tax year . . . . . . . . 6 X 38
39 6a. Enter all Minnesota and non-Minnesota names and residential addresses 39
40 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 40
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6b. The resident beneficiaries have some degree of possession, control or enjoyment of the trust property or
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a right to receive that property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b
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45 7 One or more of the trust’s settlors or grantors were residents (full-year or part-year) of Minnesota at any time during the tax year . 7 X 45
46 7a. Enter all Minnesota and non-Minnesota names and addresses 46
47 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 47
48 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 48
49 7b. The resident settlors or grantors retained power to dispose of the trust property which amounted to a potential 49
50 source of wealth to them . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b X 50
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52 8 Minnesota courts had continuing supervisory jurisdiction over the trust at any time during the tax year . . . . . . . . . . . . . . . . . . . . . . . . 8 X 52
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54 9 The trust was created by a will of a decedent who at death resided in Minnesota . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 X 54
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56 9a. The testamentary trust and the will under which it was created were probated in Minnesota . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a X 56
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58 10 Lines 1 through 9 do not apply to the trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X 58
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