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Canada Revenue Agency

Agence du revenu du Canada

T3 Summary (08)

SUMMARY OF TRUST INCOME ALLOCATIONS AND DESIGNATIONS NOTE: In this form, the text inserted between square brackets represents the regular print information. Complete this summary if the trust allocated income to a resident beneficiary, including a preferred beneficiary, in the year. Also complete it if the trust made any distribution of capital that would result in an adjustment to the adjusted cost base (ACB) of the beneficiary's interest in the trust. If you are filing your T3 slips on electronic media (CD, DVD, or diskette), see "Filing on electronic media" in Chapter 1 of the publication T4013, "T3 Trust Guide". File this summary with one copy of the related T3 slips, and the "T3 Trust Income Tax and Information Return". See Chapter 4 in the "T3 Trust Guide" for filing due dates. Do not staple the summary and slips to the return. continue on next page
T3 Summary ­ 1

See page 6 [the back] of this summary for instructions.

Identification
Name of trust Account number T ­ ­

Area code Telephone number ­ Summary for tax year Year From: Month Day To: Year Month Day

T3 Summary ­ 2

Name and mailing address of trustee, executor, liquidator, or administrator Address

City

Province/Territory

Postal code

Name and mailing address of the person to contact, if different from above Address

City

Province/Territory

Postal code

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T3 Summary ­ 3

Complete this area if you do not have an account number and you are submitting a paper return. If this is a testamentary trust, enter the social insurance number of the deceased. Is this the first return for the trust? Social Insurance Number

Yes

No

T3 slip totals
Summary of amounts allocated and designated to resident beneficiaries (including preferred beneficiaries) 10 Total number of T3 slips filed 21 Capital gains

23

Actual amount of dividends other than eligible dividends

30

Capital gains eligible for deduction

T3 Summary ­ 4

32

Taxable amount of dividends other than eligible dividends

49

Actual amount of eligible dividends

39

Dividend tax credit for dividends other than eligible dividends

50

Taxable amount of eligible dividends

26

Other income

51

Dividend tax credit for eligible dividends

Do not use this area

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T3 Summary ­ 5

Certification
I certify that the information given on the T3 Summary and the related T3 slips is, to the best of my knowledge, correct and complete. Signature of authorized person Position or title Year Month Day

Completing your T3 Summary
Identification Complete this area using the same information that you entered in the identification area on the "T3 Trust Income Tax and Information Return". T3 slip totals Line 10 ­ Enter the total number of T3 slips that you have included with this summary.

T3 Summary ­ 6

The other line numbers in this area are the same as the box numbers shown on a T3 slip. For each box number, add the amounts from all of the T3 slips filed with this summary, and enter the total on the corresponding line of this summary. Certification Ensure that you date and sign this area before sending us the summary. Keep a copy of the T3 Summary with the trust records.

Where to file
Trusts resident in Canada Ottawa Technology Centre Canada Revenue Agency Ottawa ON K1A 1A2 Non-resident trusts and deemed resident trusts International Tax Services Office Canada Revenue Agency Ottawa ON K1A 1A8 continue on next page
T3 Summary ­ 7

Electronic media filers Send us your CD, DVD, or diskette. Do not send us a paper copy of this summary or the T3 slips. Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2

Amending your T3 Summary
If you prepare and issue an amended T3 slip after you have filed the original with us, you may have to file an amended T3 Summary. If there is a change to the amounts in the boxes shown on the front of this summary, file an amended T3 Summary. If the amended T3 slip affects the amounts shown on the "T3 Trust Income Tax and Information Return", or on Schedule 9, "Income Allocations and Designations to Beneficiaries", do not file another T3 return. Instead, send us a completed Form T3-ADJ, "T3 Adjustment Request", or a letter providing the details of the change. Indicate the tax year you want us to change and attach any supporting documents. Include the trust's account number on the letter.
T3 Summary ­ 8