5.02 Substantially Equal is an IRS tax code which states that equal payments must be made to all beneficiaries of a trust. This code applies to trusts where the payments are made in a series of substantially equal payments over a period of time. The payments must be made in accordance with the terms of the trust instrument, and the payments must be in equal amounts, and must be made in equal intervals of time. There are two types of 5.02 Substantially Equal: the 5.02(a) Substantially Equal Periodic Payment (SEPT) and the 5.02(b) Substantially Equal Unit rust Payment (SETUP). The SEPT requires that payments be made at least annually and the SETUP requires that payments be made at least quarterly.
5.02 Substantially Equal
State:
Multi-State
Control #:
US-JURY-7THCIR-5-02
Format:
Word
Instant download
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Public form
Description
Official Pattern Jury Instructions adopted by Federal 7th Circuit Court. All converted to Word format. Please see the official site for addional information. www.ca7.uscourts.gov/pattern-jury-instructions/pattern-jury.htm
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Item 2.01 Completion of acquisition or disposition of assets the equity in the net book value of assets or the amount paid or received for the assets upon acquisition or disposition exceeded 10% of the total assets of registrant and its consolidated subsidiaries, or.
The SEC requires public companies to disclose material information on Form 8-K within four days of a triggering event.
The SEC requires companies to file an 8-K to announce significant events relevant to shareholders. Companies have four business days to file an 8-K for most specified items. Public companies use Form 8-K as needed, unlike some other forms that must be filed annually or quarterly.
Form 8-K also provides substantial benefits to listed companies. By filing an 8-K in a timely fashion, the firm's management can meet specific disclosure requirements and avoid insider trading allegations. Companies may also use Form 8-K to notify investors of any events that they consider to be important.
In providing the disclosure required by this Item, identify the changes to the payment priorities, flow of funds or asset-backed securities as a result. Disclosure is required under this Item whether or not the registrant is a party to the transaction agreement that results in the occurrence identified.
A material definitive agreement is a document that provides for duties enforceable against a company or rights enforceable against a company that are material. In addition, certain milestones must be met for a material definitive agreement to be enforceable, such as third-party approvals and due diligence.
Item 2.01 Completion of Acquisition or Disposition of Assets It requires disclosure if a company, or any of its majority-owned subsidiaries, has acquired or disposed of a significant amount of assets, otherwise than in the ordinary course of business.