Case File
efta-efta01147199DOJ Data Set 9OtherDS9 Document EFTA01147199
Date
Unknown
Source
DOJ Data Set 9
Reference
efta-efta01147199
Pages
60
Persons
0
Integrity
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Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
THE
TRUST AGREEMENT
Dated:
Wel3I4TWADIVVOW0ILD0K1269:ML0001
EFTA01147199
TABLE OF CONTENTS
ARTICLE
PAGE
I
: TRUST FUND
1
II
: THE BLACK 2006 FAMILY TRUST
1
III
: SEPARATE TRUSTS FOR ISSUE
4
IV
: SPECIAL DISTRIBUTION RULES
9
V
: ADDITIONS
16
VI
: TRUSTEES' INVESTMENT AND ADMINISTRATIVE POWERS
17
VII
: RESTRICTIONS ON POWERS
30
VIII
: IRREVOCABILITY; MODIFICATION
32
IX
: ACCOUNTING BY TRUSTEES
37
X
: TRUSTEE DESIGNATIONS, RESIGNATIONS, AND REMOVALS
38
XI
: ACTION BY TRUSTEES
42
XII
: LIABILITY AND INDEMNITY OF TRUSTEES
43
XIII
: DEFINITIONS AND RULES OF CONSTRUCTION
45
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To Be Completed
Substitute Form W-9
No Foreign Situs Assets
by U.S. Grantors of U.S. Grantor Trusts With
e.)
O.
T
(LS
.a.
a..-.
Name (as abeam oo your income tax noun)
Business name, if different from above
Check appropriate boa: Ell badividuaV
0 Corporatioo
0 Parmership
older a
Sole Proprietor
0 Exempt from
backup withholding
Address (number. street. and apt. or suite ao.)
City. state, and ZIP code
Part I
Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on Line I
to avoid backup withholding. For individuals, this is your social security number (SSN).
However, for a resident alien, sole proprietor, or disregarded entity, see Part I of the instructions
on page 3 of the Form W-9 on the MS website. For other entities, it is your employer
identification number (EN).
Social security number
I
l
l
i
l
l
i
l
I
or
Employer identificiatico number
I I
l
l
i
i
i l l
Part II
Certification
Under penalties of perjury.
I. The number shown
2. I am not subject to
Revenue Service (IRS)
notified me that I am
3. I am a U.S. person
Certification Instructions.
withholding because
For mortgage interest
arrangement (IRA),
provide your correct
I certify that:
on this form is my-correct taxpayer identification number (or I am waiting for
backup withholding because: (a) I am exempt from backup withholding, or (b)
that I am subject to backup withholding as a result of a failure to report all interest
no longer subject to backup withholding, and
(including a U.S. resident alien).
You must cross out item 2 above if you have been notified by the IRS that
you have failed to report all interest and dividends on your tax return. For real estate
paid. acquisition or abandonment of secured property. cancellation of debt, contributions
and generally, payments other than interest and dividends, you
not required to
TIN
a number to be issued to me), and
I have not been notified by the Internal
or dividends, or (e) the IRS has
you are currently subject to backup
transactions, item 2 does not apply.
to an individual retirement
sign the Certification, but you must
as
OW= of a trust that has its sins
taxpayer identification number.
that may be relevant to grantors that
records. This form should NOT be
Sign Here
Sig
U.S
Instructions
This form should be co
n
, or
income tax purposes, is treat
and all of its assets located within the UnitedStates.
The top part of the form should reflect the name and address of the grantor. Part I should reflect the grantor's
The grantor should make the certification required in Part II. Further instructions, including instructions
are entities, can be found on the Form W-9 posted to the IRS website.
When completed, this form or a copy thereof should be given to the trustee of the trust and kept with trust
delivered to financial institutions or other payors.
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