This datasheet can be used to request a calculation of the present value of an interest in a testamentary trust.

Return Details:

Where would you like the report returned to and who should be contacted if there are any queries:

Name:
Company:
Address:
City / State / Postcode:
Phone:
Fax:
Email:

Details of the Trust Structure:

Required Calculation Date:
Name of Estate:
Name of Life Tenant:
DOB of Life Tenant:
Sex of Life Tenant:	Male     Female
My client is:	The Life Tenant     One of the remaindermen
Is the interest of the remaindermen contingent on them not predeceasing the life tenant?	Yes      No

For more complex situations please provide details or a copy of the Will setting up the testamentary trust.

Details of the Trust Assets at Calculation Date

Value of the Assets:

Please enter below a broad description of the Assets (e.g. house, balanced investment portfolio, farm, etc.)

A copy of the Trust balance sheet is useful - but not essential.

Comments

Actuarial Fees
The fee for this report is $330 (including GST). Invoice will be forwarded with the report.

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