FP-5 Information Request
I would imagine we are not the only individuals who hold their properties in a trust so this email--and their reply, if timely?--may be of interest to other folks on the forum.
I would welcome any information others may have on the subject that can be verified and insure my/our protest form is submitted properly.
My wife and I hold all our properties in our family trust and both she and I are the trustees.
What specifically do we have to do to sign the protest form?
As trustees, are we considered--for the purpose of the protest--as owners or agents.
If as a trustee, I/we considered an owner, will one protest form be sufficient or must both trustees file separately?
If as a trustee, I/we are considered agents, must we file information from the trust to verify that we are indeed trustees?
Also, if 1/we are considered agents, are we both required to file individual protest forms?
Are we as trustees allowed to sign as owner of the properties or do we both have to sign a protest form individually?
As you are aware, time is of the essence!
Thank you for your assistance!
Hank Hallmark
760-249-3069
thehallmarks@verizon.net