Accounting Packet (For Trusts Under Wills) {CM125} | Pdf Fpdf Docx | Delaware

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Accounting Packet (For Trusts Under Wills) {CM125} | Pdf Fpdf Docx | Delaware

Last updated: 10/13/2025

Accounting Packet (For Trusts Under Wills) {CM125}

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Description

CM125 - ACCOUNTING PACKET (FOR TRUSTS UNDER WILLS). This form is issued by the Delaware Court of Chancery for trustees managing trusts created by wills. This comprehensive packet provides the official structure for preparing and filing a trustee’s accounting, as required under Court of Chancery Rule 119. It includes detailed schedules for reporting principal, income, deductions, and disbursements (Schedules A–F), as well as forms for listing beneficiaries, waivers of notice, and trustee certifications (Forms C-16-A for interim and C-16-B for final accountings). Trustees must include supporting documentation such as bank statements, cancelled checks, receipts, and invoices. www.FormsWorkflow.com

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