OLD line(s): 58
<!-- ======================== Part I - Identification ======================--> | NEW line(s): 58
<!-- =============== Part I - Identification ================ --> |
OLD line(s): 144,146
<xsd:choice> <!--Fiduciary United States Phone Numeric --> <xsd:element name="FiduciaryUSPhoneNum" type="PhoneNumberType" minOccurs="0"> | NEW line(s): 144,146
<xsd:choice minOccurs="0"> <!--Fiduciary United States Phone Number --> <xsd:element name="FiduciaryUSPhoneNum" type="PhoneNumberType"> |
OLD line(s): 154,155
<!--Fiduciary Foreign Phone Numeric --> <xsd:element name="FiduciaryForeignPhoneNum" type="ForeignPhoneNumberType" minOccurs="0"> | NEW line(s): 154,155
<!--Fiduciary Foreign Phone Number --> <xsd:element name="FiduciaryForeignPhoneNum" type="ForeignPhoneNumberType"> |
OLD line(s): 165
<!-- ======================== Part II - Authority ======================--> | NEW line(s): 165
<!-- =============== Part I - Section A Authority ================ --> |
OLD line(s): 168,170
<xsd:element name="TestateGrp"> <xsd:complexType> <xsd:sequence> | NEW line(s): 167
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OLD line(s): 176
<LineNumber>1a1</LineNumber> | NEW line(s): 173
<LineNumber>1a</LineNumber> |
OLD line(s): 181,196
<!--Decedent Death Date --> <xsd:element name="DecedentDeathDate" type="DateType"> <xsd:annotation> <xsd:documentation> <Description>Decedent Death Date</Description> <LineNumber>1a2</LineNumber> <ELFFieldNumber>0250</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:complexType> </xsd:element> <xsd:element name="IntestateGrp"> <xsd:complexType> <xsd:sequence> | NEW line(s): 177
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OLD line(s): 202
<LineNumber>1b1</LineNumber> | NEW line(s): 183
<LineNumber>1b</LineNumber> |
OLD line(s): 207,208
<!--Court Order Date --> <xsd:element name="CourtOrderDate" type="DateType" minOccurs="0"> | NEW line(s): 188
<xsd:element name="GuardianOrConservatorInd" type="CheckboxType"> |
OLD line(s): 211,213
<Description>Court Order Date</Description> <LineNumber>1b2</LineNumber> <ELFFieldNumber>0270</ELFFieldNumber> | NEW line(s): 191,193
<Description>Court appointment as guardian or conservator</Description> <LineNumber>1c</LineNumber> <ELFFieldNumber>NL</ELFFieldNumber> |
OLD line(s): 217,219
<xsd:choice minOccurs="0"> <!--Death Date Code --> <xsd:element name="DeathDateCd"> | NEW line(s): 197,198
<!--Valid Trust Or Amendment Indicator --> <xsd:element name="ValidTrustOrAmendmentInd" type="CheckboxType"> |
OLD line(s): 222,224
<Description>Death Date Code</Description> <LineNumber>1b2</LineNumber> <ELFFieldNumber>0270</ELFFieldNumber> | NEW line(s): 201,203
<Description>Valid Trust Or Amendment Indicator</Description> <LineNumber>1d</LineNumber> <ELFFieldNumber>0280</ELFFieldNumber> |
OLD line(s): 227,231
<xsd:simpleType> <xsd:restriction base="TextType"> <xsd:enumeration value="'DATE OF DEATH"/> </xsd:restriction> </xsd:simpleType> | NEW line(s): 205
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OLD line(s): 233,234
<!--Assignment Date Code --> <xsd:element name="AssignmentDateCd"> | NEW line(s): 207,208
<!--Bankruptcy or assignment for the benefit of creditors --> <xsd:element name="BankruptcyOrAssignmentInd" type="CheckboxType"> |
OLD line(s): 237,239
<Description>Assignment Date Code</Description> <LineNumber>1b2</LineNumber> <ELFFieldNumber>0270</ELFFieldNumber> | NEW line(s): 211,213
<Description>Bankruptcy or assignment for the benefit of creditors</Description> <LineNumber>1e</LineNumber> <ELFFieldNumber>NL</ELFFieldNumber> |
OLD line(s): 242,246
<xsd:simpleType> <xsd:restriction base="TextType"> <xsd:enumeration value="ASSIGNMENT DATE"/> </xsd:restriction> </xsd:simpleType> | NEW line(s): 215
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OLD line(s): 248,261
</xsd:choice> </xsd:sequence> </xsd:complexType> </xsd:element> <!--Valid Trust Or Amendment Indicator --> <xsd:element name="ValidTrustOrAmendmentInd" type="CheckboxType"> <xsd:annotation> <xsd:documentation> <Description>Valid Trust Or Amendment Indicator</Description> <LineNumber>1c</LineNumber> <ELFFieldNumber>0280</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> | NEW line(s): 216
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OLD line(s): 270
<LineNumber>1d</LineNumber> | NEW line(s): 225
<LineNumber>1f</LineNumber> |
OLD line(s): 280
<LineNumber>1d</LineNumber> | NEW line(s): 235
<LineNumber>1f</LineNumber> |
OLD line(s): 290,293
<!-- ======================== Part III - Nature of Liability and Tax Notices ======================--> <!--Tax Type Description --> <xsd:element name="TaxTypeDescription" minOccurs="0"> | NEW line(s): 245,246
<!-- Decedent Death Date --> <xsd:element name="DecedentDeathDate" type="DateType" minOccurs="0"> |
OLD line(s): 296,298
<Description>Tax Type Description</Description> <LineNumber>2</LineNumber> <ELFFieldNumber>0310</ELFFieldNumber> | NEW line(s): 249,251
<Description>Decedent Death Date</Description> <LineNumber>2a</LineNumber> <ELFFieldNumber>0250</ELFFieldNumber> |
OLD line(s): 301,305
<xsd:simpleType> <xsd:restriction base="TextType"> <xsd:enumeration value="INCOME"/> </xsd:restriction> </xsd:simpleType> | NEW line(s): 253
|
OLD line(s): 307,309
<!--Tax Form Numeric --> <xsd:element name="TaxFormNum" minOccurs="0"> | NEW line(s): 255,256
<!-- Enter the date of appointment, taking office, or assignment or transfer of assets --> <xsd:element name="FiduciaryAuthorityDt" type="DateType" minOccurs="0"> |
OLD line(s): 312,314
<Description>Tax Form Numeric</Description> <LineNumber>3</LineNumber> <ELFFieldNumber>0320</ELFFieldNumber> | NEW line(s): 259,261
<Description>Enter the date of appointment, taking office, or assignment or transfer of assets</Description> <LineNumber>2b</LineNumber> <ELFFieldNumber>0250</ELFFieldNumber> |
OLD line(s): 317,321
<xsd:simpleType> <xsd:restriction base="TextType"> <xsd:enumeration value="1040"/> </xsd:restriction> </xsd:simpleType> | NEW line(s): 263
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OLD line(s): 324,349
<xsd:element name="TaxNoticeYearOrTaxPeriodGrp" minOccurs="0" maxOccurs="3"> <xsd:complexType> <xsd:sequence> <!--Tax Notice Year Date --> <xsd:element name="TaxNoticeYrDt" type="YearType"> <xsd:annotation> <xsd:documentation> <Description>Tax Notice Year Date</Description> <LineNumber>4</LineNumber> <ELFFieldNumber>0330 0332 0334</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Tax Period Ending Date --> <xsd:element name="TaxPeriodEndDate" type="DateType"> <xsd:annotation> <xsd:documentation> <Description>Tax Period Ending Date</Description> <LineNumber>4</LineNumber> <ELFFieldNumber>0340 0342 0344</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:complexType> </xsd:element> | NEW line(s): 266
<!-- =============== Part I - Section B Nature of Liability and Tax Notices =============== --> |
OLD line(s): 351,353
<xsd:choice minOccurs="0"> <!--Fiduciary Receives All Notice Indicator --> <xsd:element name="FiduciaryReceivesAllNoticeInd" type="CheckboxType"> | NEW line(s): 268,269
<!-- Type of Taxes --> <xsd:element name="IncomeInd" type="CheckboxType" minOccurs="0"> |
OLD line(s): 356,358
<Description>Fiduciary Receives All Notice Indicator</Description> <LineNumber>5</LineNumber> <ELFFieldNumber>0351</ELFFieldNumber> | NEW line(s): 272,274
<Description>Type of Taxes</Description> <LineNumber>3</LineNumber> <ELFFieldNumber>NL</ELFFieldNumber> |
OLD line(s): 362,413
<xsd:element name="FiduciaryReceivesSomeNtcGrp"> <xsd:complexType> <xsd:sequence> <!--Fiduciary Receives Some Notice Indicator --> <xsd:element name="FiduciaryReceivesSomeNoticeInd" type="CheckboxType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Fiduciary Receives Some Notice Indicator</Description> <LineNumber>6</LineNumber> <ELFFieldNumber>0352</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Tax Form Numeric --> <xsd:element name="TaxFormNum" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Form Numeric</Description> <LineNumber>6</LineNumber> <ELFFieldNumber>0353</ELFFieldNumber> </xsd:documentation> </xsd:annotation> <xsd:simpleType> <xsd:restriction base="TextType"> <xsd:enumeration value="1040"/> </xsd:restriction> </xsd:simpleType> </xsd:element> <!--Tax Notice Year Date --> <xsd:element name="TaxNoticeYrDt" type="YearType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Notice Year Date</Description> <LineNumber>6</LineNumber> <ELFFieldNumber>0354 0355 0356</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Tax Period Ending Date --> <xsd:element name="TaxPeriodEndDate" type="DateType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Period Ending Date</Description> <LineNumber>6</LineNumber> <ELFFieldNumber>0357 0358 0359</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:complexType> </xsd:element> </xsd:choice> | NEW line(s): 277
|
OLD line(s): 415,421
<!-- ======================== Part IV - Revocation or Temination of Notice ======================--> <!-- Section A - Total Revocation or Termination --> <xsd:element name="FidcuiaryTotalRevocation" minOccurs="0"> <xsd:complexType> <xsd:sequence> <!--Total Revocation Indicator --> <xsd:element name="TotalRevocationInd" type="CheckboxType" minOccurs="0"> | NEW line(s): 279,280
<!-- Type of Form --> <xsd:element name="TaxFormNum1040Ind" type="CheckboxType" minOccurs="0"> |
OLD line(s): 424,426
<Description>Total Revocation Indicator</Description> <LineNumber>7</LineNumber> <ELFFieldNumber>0360</ELFFieldNumber> | NEW line(s): 283,285
<Description>Type of Form</Description> <LineNumber>4e</LineNumber> <ELFFieldNumber>NL</ELFFieldNumber> |
OLD line(s): 430,472
<!--Court Order Revocation Indicator --> <xsd:element name="CourtOrderRevocationInd" type="CheckboxType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Court Order Revocation Indicator</Description> <LineNumber>7a</LineNumber> <ELFFieldNumber>0370</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Certifier Dissolution Or Termination Indicator --> <xsd:element name="CertDissolutionOrTermInd" type="CheckboxType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Certifier Dissolution Or Termination Indicator</Description> <LineNumber>7b</LineNumber> <ELFFieldNumber>0380</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Other Revocation Indicator --> <xsd:element name="OtherRevocationInd" type="CheckboxType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Other Revocation Indicator</Description> <LineNumber>7c</LineNumber> <ELFFieldNumber>0390</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Other Revocation Explanantion --> <xsd:element name="OtherRevocationExplanantion" type="LineExplanationType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Other Revocation Explanantion</Description> <LineNumber>7c</LineNumber> <ELFFieldNumber>0400</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:complexType> </xsd:element> | NEW line(s): 288
|
OLD line(s): 474,475
<!-- Section B - Partial Revocation or Termination --> <xsd:element name="FidcuiaryPartialRevocation" minOccurs="0"> | NEW line(s): 290
<xsd:element name="FidcryAuthDoesNotCoverAllYrGrp" minOccurs="0"> |
OLD line(s): 478,479
<!--Partial Revocationind --> <xsd:element name="PartialRevocationind" type="CheckboxType" minOccurs="0"> | NEW line(s): 293,294
<!-- If authority does not cover all years or tax periods checkbox --> <xsd:element name="AuthDoesNotCoverAllTaxYearInd" type="CheckboxType" minOccurs="0"> |
OLD line(s): 482,484
<Description>Partial Revocationind</Description> <LineNumber>8a</LineNumber> <ELFFieldNumber>0410</ELFFieldNumber> | NEW line(s): 297,299
<Description>If authority does not cover all years or tax periods checkbox</Description> <LineNumber>5</LineNumber> <ELFFieldNumber>NL</ELFFieldNumber> |
OLD line(s): 488,529
<!--Grantee Name --> <xsd:element name="GranteeName" type="NameLine1Type" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Grantee Name</Description> <LineNumber>8b</LineNumber> <ELFFieldNumber>0420</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Grantee Date --> <xsd:element name="GranteeDt" type="DateType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Grantee Date</Description> <LineNumber>8b</LineNumber> <ELFFieldNumber>0425</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <xsd:choice minOccurs="0"> <!--Grantee United States Address --> <xsd:element name="GranteeUSAddress" type="USAddressType"> <xsd:annotation> <xsd:documentation> <Description>Grantee United States Address</Description> <LineNumber>8b</LineNumber> <ELFFieldNumber>0430 0440 0450 0460</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--Grantee Foreign Address --> <xsd:element name="GranteeForeignAddress" type="ForeignAddressType"> <xsd:annotation> <xsd:documentation> <Description>Grantee Foreign Address</Description> <LineNumber>8</LineNumber> <ELFFieldNumber>0462 0464 0466</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:choice> | NEW line(s): 303,304
<!-- Specific Tax Years or Tax Periods covered by fiduciary authority --> <xsd:element name="TaxYearOrTaxPeriodGrp" type="TaxYearOrTaxPeriodGrpType" minOccurs="0" maxOccurs="unbounded" /> |
OLD line(s): 534,535
<!-- Section C - Substitute Fiduciary --> <xsd:element name="FiduciarySubstitueGrp" minOccurs="0"> | NEW line(s): 309
<xsd:element name="FiduciaryRcvCopyOfCommunGrp" minOccurs="0"> |
OLD line(s): 538,539
<!--New Or Substitute Fiduciary Indicator --> <xsd:element name="NewOrSubstituteFiduciaryInd" type="CheckboxType" minOccurs="0"> | NEW line(s): 312,313
<!-- Fiduciary Receives All Notice Indicator --> <xsd:element name="FiduciaryReceivesAllNoticeInd" type="CheckboxType" minOccurs="0"> |
OLD line(s): 542,544
<Description>New Or Substitute Fiduciary Indicator</Description> <LineNumber>9</LineNumber> <ELFFieldNumber>0470</ELFFieldNumber> | NEW line(s): 316,318
<Description>Fiduciary Receives All Notice Indicator</Description> <LineNumber>6</LineNumber> <ELFFieldNumber>0351</ELFFieldNumber> |
OLD line(s): 548,579
<!--New Or Substitue Fiduciary Name --> <xsd:element name="NewOrSubstitueFiduciaryName" type="NameLine1Type" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>New Or Substitue Fiduciary Name</Description> <LineNumber>9</LineNumber> <ELFFieldNumber>0480 0485 0490</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <xsd:choice minOccurs="0"> <!--New Or Substitute Fiduciary United States Address --> <xsd:element name="NewOrSubstFiduciaryUSAddress" type="USAddressType"> <xsd:annotation> <xsd:documentation> <Description>New Or Substitute Fiduciary United States Address</Description> <LineNumber>9</LineNumber> <ELFFieldNumber>0482 0487 0492</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!--New Or Substitute Fiduciary Foreign Address --> <xsd:element name="NewOrSubstFiduciaryFrgnAddress" type="OtherForeignAddressType"> <xsd:annotation> <xsd:documentation> <Description>New Or Substitute Fiduciary Foreign Address</Description> <LineNumber>9</LineNumber> <ELFFieldNumber>0482 0487 0492</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:choice> | NEW line(s): 322,323
<!-- Specific Tax Years or Tax Periods for communications --> <xsd:element name="TaxYearOrTaxPeriodGrp" type="TaxYearOrTaxPeriodGrpType" minOccurs="0" maxOccurs="unbounded" /> |
OLD line(s): 584
<!-- ======================== Part V - Court and Administrative Proceedings ======================--> | NEW line(s): 328
<!-- ================ Part II - Court and Administrative Proceedings ================ --> |
OLD line(s): 599
<xsd:attribute name="referenceDocumentName" type="StringType" fixed="ScheduleOfProceedings" /> | NEW line(s): 343,349
<xsd:attribute name="referenceDocumentName" type="StringType" fixed="ScheduleOfProceedings"> <xsd:annotation> <xsd:documentation> <ELFFieldNumber>NL</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:attribute> |
OLD line(s): 617
<xsd:length value="35"/> | NEW line(s): 367
<xsd:maxLength value="35"/> |
OLD line(s): 655
<!--Docket Numeric --> | NEW line(s): 405
<!--Docket Number --> |
OLD line(s): 659
<Description>Docket Numeric</Description> | NEW line(s): 409
<Description>Docket Number</Description> |
OLD line(s): 665
<xsd:length value="18"/> | NEW line(s): 415
<xsd:maxLength value="18"/> |
OLD line(s): 691
<xsd:element name="OtherProceedingPlaceName" type="TextType" minOccurs="0"> | NEW line(s): 441
<xsd:element name="OtherProceedingPlaceName" type="LineExplanationType" minOccurs="0"> |
OLD line(s): 701
| NEW line(s): 452,488
<!-- Type for Tax Year of Tax Period used on Line 5 and Line 6 --> <xsd:complexType name="TaxYearOrTaxPeriodGrpType"> <xsd:sequence> <!-- Tax Year --> <xsd:element name="TaxYear" type="YearType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Year</Description> <LineNumber>5, 6</LineNumber> <ELFFieldNumber>0330 0332 0334</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!-- Tax Period Begin Date --> <xsd:element name="TaxPeriodBeginDate" type="DateType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Period Begin Date</Description> <LineNumber>5, 6</LineNumber> <ELFFieldNumber>0340 0342 0344</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> <!-- Tax Period End Date --> <xsd:element name="TaxPeriodEndDate" type="DateType" minOccurs="0"> <xsd:annotation> <xsd:documentation> <Description>Tax Period End Date</Description> <LineNumber>5, 6</LineNumber> <ELFFieldNumber>0340 0342 0344</ELFFieldNumber> </xsd:documentation> </xsd:annotation> </xsd:element> </xsd:sequence> </xsd:complexType> |