Form 7510 PDF Details

Form 7510 is a required form for estate and gift tax returns. The form must be filed by executors of estates with gross assets exceeding $5,000,000 or individuals making gifts totaling more than $v5,000,000 in a single year. The purpose of the form is to report information about the taxable estate or gift and to calculate the tax due. Knowing what assets are included on Form 7510 can help taxpayers make informed decisions about their estate planning.

QuestionAnswer
Form NameForm 7510
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesyyyymmdd conducted telephonically online, pritable form 7501, form 7510 da, da form 7510 fillable

Form Preview Example

EEO COUNSELOR'S REPORT

For use of this form see AR 690-600, the proponent agency is OSA.

1. DA DOCKET NUMBER

AUTHORITY:

PRINCIPAL PURPOSE:

PRIVACY ACT STATEMENT (5 U.S.C. §552a)

Public Law 92-261

Used for processing of complaints of discrimination because of race, color, national origin, religion, sex, age, physical and/or mental disability, or reprisal by Department of the Army civilian employees, former employees, applicants for employment and some contract employees.

ROUTINE USES: Information will be used (a) as a data source for complaint information for production of summary descriptive statistics and analytical studies of complaints processing and resolution efforts; (b )to respond to general requests for information under the Freedom of Information Act; (c ) to respond to requests from legitimate outside individuals or agencies

(White House, Congress, Equal Employment Opportunity Commission) regarding the status of a complaint or appeal; or

(d)to adjudicate complaint or appeal.

DISCLOSURE: Voluntary, however, failure to complete all appropriate portions of this form may lead to delay in processing and/or rejection of complaint on the basis of inadequate data on which to continue processing.

SECTION l - PRE-COMPLAINT INTAKE INTERVIEW

2. NAME OF AGGRIEVED (Print-Last, First, Middle Initial)

3. JOB TITLE

4. PAY PLAN/SERIES/

5. DUTY ORGANIZATION (Complete address including office symbol)

GRADE

 

6.

WORK TELEPHONE

7. HOME TELEPHONE

8. HOME ADDRESS

 

 

 

 

 

 

 

 

9.

DATE OF ALLEGED

10. 45THCALENDAR DAY

 

11.

REASON FOR DELAYED CONTACT BEYOND 45 DAYS, IF APPLICABLE

DISCRIMINATORY ACTION

AFTER EVENT (YYYYMMDD)

 

 

 

(YYYYMMDD)

 

 

 

 

 

 

 

 

 

 

 

12. DATE OF INITIAL

13. 30TH CALENDAR DAY

 

14.

90TH CALENDAR DAY AFTER

15. DATE COUNSELING

CONTACT WITH EEO

AFTER INITIAL CONTACT WITH

INITIAL CONTACT WITH EEO OFFICIAL

EXTENSION GRANTED, IF

OFFICIAL (YYYYMMDD)

EEO OFFICIAL (YYYYMMDD)

(YYYYMMDD)

APPLICABLE (YYYYMMDD)

 

 

 

 

 

 

 

16.DATE PRE-COMPLAINT INTAKE INTERVIEW CONDUCTED (YYYYMMDD)

17. PRE-COMPLAINT INTAKE INTERVIEW CONDUCTED:

Telephonically

 

In-Person

 

Other (facsimile/e-mail)

 

 

 

 

 

SECTION II - ORGANIZATION WHERE ALLEGED DISCRIMINATION OCCURRED (Complete address including office symbol)

SECTION III - RESPONDING MANAGEMENT OFFICIAL(s) INFORMATION (Include name, complete work address and phone number if known.)

DA FORM 7510, JUL 2010

Page 1 of 5

APD PE v1.00ES

SECTION IV - BASIS OF COMPLAINT (Identify specific race, color, religion, national origin, disability, age, sex, or reprisal if alleged.)

RACE

 

 

 

 

 

 

COLOR

AGE

 

 

DATE OF BIRTH

 

 

 

RELIGION

 

 

 

DISABILITY

Mental

REPRISAL

 

 

 

 

 

 

 

SEX

Male

Female

NATIONAL ORIGIN

Physical

(Date(s) of prior EEO activity)

SECTION V - MATTER(S) GIVING RISE TO COMPLAINT (Specify who, what, where, and when.) (Use additional sheet of paper if necessary.)

SECTION Vl - RELIEF SOUGHT

DA FORM 7510, JUL 2010

Page 2 of 5

APD PE v1.00ES

SECTION Vll - RIGHTS AND RESPONSIBILITIES

THE AGGRIEVED WAS PROVIDED WITH THE AGGRIEVED PERSON'S RIGHTS AND RESPONSIBILITIES NOTICE AND WAS SPECIFICALLY ADVISED OF THE FOLLOWING:

The basis(es) for filing pre-complaint, formal complaint, and/or class complaint, and of right to file a formal complaint of discrimination.

The pre-complaint, formal and/or class complaint process.

The 45-day calendar requirement from effective date of personnel action or of the date of the matter alleged to be discriminatory.

The role of the EEO counselor, including that the counselor is not an advocate for either the aggrieved person or the agency and acts strictly as a neutral.

The activity's Alternate Dispute Resolution ( ADR) Program and right to elect either ADR (if offered) or traditional EEO counseling.

The right to remain anonymous during the pre-complaint process.

The right to representation throughout the complaint process.

Responsibility of the aggrieved to notify the EEO office in writing of any change in address and/or phone number.

Responsibility of the aggrieved to notify the EEO office in writing of non-attorney or attorney representation, including address and phone number.

The possible election requirement between a negotiated grievance procedure, MSPB procedure and the EEO complaint process. The election options in age and wage-based discrimination complaints.

SECTION Vlll - ELECTION OF REPRESENTATION

ATTORNEY

NON-ATTORNEY

NON-REPRESENTATIVE

 

 

 

NAME OF REPRESENTATIVE

 

ADDRESS

 

 

 

TELEPHONE NUMBER

FAX

E-MAIL

SECTION IX - ALTERNATE DISPUTE RESOLUTION (ADR)

Matter determined not appropriate for ADR

(Aggrieved must sign and date)

Matter determined appropriate for ADR

(EEO Officer must initial and date)

Wishes to participate in ADR, if offered

(EEO Officer must initial and date)

Date of written offer of ADR

Date of Agreement to Participate in ADR

Name of assigned ADR facilitator/mediator

Date ADR facilitator/mediator assigned

Result of ADR:

ADR was successful. Negotiated settlement agreement, signed on(YYYYMMDD), is attached.

ADR was not successful. The aggrieved was issued a Notice of Right to File a Formal Complaint of Discrimination on

(YYYYMMDD) and notified of requirement to file a formal complaint within 15 calendar days after receipt of Notice of Right to File. The aggrieved was provided a DA Form 2590, Formal Complaint of Discrimination.

SECTION X - TRADITIONAL EEO COUNSELING (EEO official to complete only those which apply.)

Election of traditional counseling.

Name of assigned EEO counselor

Date EEO counselor assigned

Election to remain anonymous.

Election to waive right to remain anonymous.

Declined to pursue matter under Title VII.

DA FORM 7510, JUL 2010

Page 3 of 5

APD PE v1.00ES

SECTION Xl - WITNESS INQUIRY

a.Witness Information (List all witness data here. Number sequentially and include name, title, organization, phone number, and relevant basis(es) information.)

b. Witness Statements

DA FORM 7510, JUL 2010

Page 4 of 5

APD PE v1.00ES

SECTION Xl - WITNESS INQUIRY (Cont'd)

Witness Statements (Cont'd)

c. Documents Reviewed (List)

d. Reviewed Documents Revealed

SECTION Xll - OUTCOME OF PRE-COMPLAINT INQUIRY

Resolution was not accomplished, therefore, I conducted the final interview with aggrieved on

 

 

 

(YYYYMMDD) at which

time I informed the aggrieved of the full scope of my inquiry and the reason(s) articulated by management for action(s) taken.

I provided the aggrieved with a Notice of Right to File a Formal Complaint of Discrimination and a DA Form 2590, Formal Complaint of

Discrimination. The aggrieved is aware of the requirement to file a formal complaint within 15 calendar days of the final interview if not

satisfied with the results of my inquiry.

 

 

 

 

 

 

Resolution was accomplished. Negotiated settlement agreement, signed on

 

(YYYYMMDD), is attached.

 

 

 

 

PRINTED NAME OF EEO COUNSELOR

SIGNATURE OF EEO COUNSELOR

 

 

 

 

 

 

 

Attachments:

 

 

 

 

DATE SUBMITTED TO EEO OFFICER

1. Extension of counseling (if applicable)

 

 

 

 

(YYYYMMDD)

2. Copies of reviewed documents

 

 

 

 

 

 

 

 

 

 

 

 

 

DA FORM 7510, JUL 2010

 

 

 

 

 

Page 5 of 5

APD PE v1.00ES