Need advice re: Oregon Trust filing requirements

[WhiteOleander]

I have a client who passed away in July of this year. She had a revocable trust that became irrevocable when she died. The client had moved here to Texas several years ago from Oregon. The trust was written while she resided in Oregon.

The trustee has asked for a estimated projection for taxes that will be owed on the 1041 for 2010. The client had sold some property in Oregon prior to her death on a seller financed note. The payments will now be paid to the trust. So, there will be income to the trust for several years to come.

What I need to understand is whether or not the trust must file in Oregon since the property is located in Oregon. I have done some research. But I don't seem to be able to find the actual requirements in Oregon. Thanks.

[Davc]

http://www.oregon.gov/DOR/BUS/docs/2002Forms/02-101-042.pdf?ga=t

Page 1. Interest on the sale is not sourced.

[WhiteOleander]

Thank you very much. I will study it.

[JohnH]

I don't have an answer to your question, but I will relate an experience I had with Oregon DOR a couple of weeks ago. I had an unusual personal income tax situation that I wanted to be certain I was handling correctly. I emailed Oregon DOR with the details and an attached spreadsheet (with all client identifying info removed).

Within 4 hours I received an acknowledgement of my question from their tax services unit, advising me that it had been forwarded to an auditor. About 2 hours later I received a detailed response from their audit unit. The response was tailored to my situation and right on point (not some boilerplate reply). Very impressive, IMO.

[WhiteOleander]

Thanks John. I may do that also.