Fill and Sign the Your Partnership Income Tax Questions Answered Form

7.06 Partnership Data Summary Reviewer:_______________ Client/Matter Number:______Date:___________________ PARTNERSHIP WORKFORM [to be prepared for each partnership entity] Name of Partnership (list exact name and dates of usage and provide brief description of the reason for any name change):____________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Type of Partnership (general or limited):_______________________ _______________________________________________________________ _______________________________________________________________ State of Organization: _________________________________________ Title of Partnership Agreement (include parties, date and amendments): _______________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Effective Date:________________________________________________ Term:__________________________________________________________ Purpose of Partnership:________________________________________ _______________________________________________________________ _______________________________________________________________ Choice of Law Stated in Partnership Agreement:___________________ How Is Partnership Governed?____________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Partnership Interests Partner Capital Contribution Interest (% and type)_________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Summarize Each of the Following Agreement Provisions (if applicable): Guarantees:_________________________________________________ ____________________________________________________________ Restrictions on Transfer of Partnership Interests or Ability to Pledge or Assign Partnership Interests:______________________ ____________________________________________________________ ____________________________________________________________ Buy/Sell Provision (including "Shotgun Provision":____________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ Super-Majority Voting Provision:______________________________ _____________________________________________________________ _____________________________________________________________ Registration Rights:_________________________________________ _____________________________________________________________ _____________________________________________________________ Rights of First Refusal:______________________________________ _____________________________________________________________ _____________________________________________________________ Tag-Along, Drag-Along, or Similar Rights:______________________ ______________________________________________________________ ______________________________________________________________ Options:______________________________________________________ ______________________________________________________________ ______________________________________________________________ Events of Dissolution:_________________________________________ _______________________________________________________________ _______________________________________________________________ Any Other Provisions Relevant to the Contemplated Transaction: _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ List All Real Property Belonging to the Partnership: _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ List All Material Agreements, Rights and Personal Property Referenced or Belonging to the Partnership: _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Additional Comments or Issues: ______________________________________ ____________________________________________________________________ ____________________________________________________________________