NEAR FINAL DRAFT 8/1/24

                                                                                                                                                                                          *242411*
2024 Schedule M2RT, Resident Trust Questionnaire 

Name of Trust                                                                                                                                                         Federal ID Number  Minnesota ID Number 
Check all boxes that apply to the trust, and provide additional requested information. 
1  One or more of the trustees (or the trust’s other fiduciaries) were residents (full-year or part-year) of Minnesota  
  at any time during the tax year   . . . . . .  . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .  .  .   1    
  1a. Enter all Minnesota and non-Minnesota names and addresses
 
2  One or more individuals or entities represented the trust or the trustee in Minnesota in connection  
  with the activities that led to the income on which Minnesota taxes (see instructions)   . .  . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . . .  . . . .  2                                                                                                                                                                    
  2a. Enter all Minnesota and non-Minnesota names and addresses
  
3  One or more of the trust’s tangible (real or personal) or intangible assets were located,  
  in whole or in part, in Minnesota at any time during the tax year   . . . .  . . . . . . .  . . . . .  . . . . .  . . . . . . .  . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . .  . . .  3                                                                                                                                                 
  3a. Describe the assets located in Minnesota and enter their fair market value on the applicable date(s)  

4  Administration of the trust took place in Minnesota at any time during the tax year                                                                                 . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . .  .  4                                                                                
  4a. Describe the trust administrative functions that took place in Minnesota
                                                                                                                                                                                          
5  The laws of Minnesota were specifically made applicable to the trust   . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  . . . . . .  . . . . .  . . .  .  5                                                                                                                                                       

  5aThe.                         trust containdocuments a choice of law provision designating Minnesota for that purpose                                                                  . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  .  .5a                                                                                              

  5b.The                                         wastrust                      under, formed or operationits                 governed is theby, laws Minnesotaof         . .  . . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .                                                                                          5b     

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                                                                                                                                                                                                  
  6a. Enter all Minnesota and non-Minnesota names and residential addresses
 
  6b. The resident beneficiaries have some degree of possession, control or enjoyment of the trust property or  
              a right to receive that property                                                                                                                    . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . 6b      

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                                                                                                                                                                                                         
  7a. Enter all Minnesota and non-Minnesota names and addresses
                                                                                                                                                                                          
  7b. The resident settlors or grantors retained power to dispose of the trust property which amounted to a potential  
             source of wealth to them  . . . .  . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . . .  . . . . .  . . . . . .  . . . . . .  . . 7b                                                                                                                     

8  Minnesota courts had continuing supervisory jurisdiction over the trust at any time during the tax year  . . .  . . . . . .  . . . . .  . . . . . . .  . . .  8                                                                                                                                                                                    

9  The trust was created by a will of a decedent who at death resided in Minnesota . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  . . . . . .  . . . . .  . . . . .  .  9                                                                                                                                                                   

  9a. The testamentary trust and the will under which it was created were probated in Minnesota . . .  . . . . . .  . . . . .  . . . . . . .  . . . . .  . . . 9a                                                                                                                                                                                     

10  Lines 1 through 9 do not apply to the trust  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                                                      10    

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