New Jersey > Local County > Mercer > Surrogate > Trusteeships
Information Sheet Trusteeship-Individual - New Jersey
| Information Sheet Trusteeship-Individual Form. This is a New Jersey form and can be used in Trusteeships Surrogate Mercer Local County . |
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MERCER COUNTY SURROGATE'S COURT Diane Gerofsky, Surrogate INFORMATION SHEET TRUSTEESHIP INDIVIDUAL 1. Trustee(s) name and residing address and mailing address if it is different from residing:_____________________________________________________________________ _________________________________________________________________________ ____________________________________________________________________________ Telephone No(s):_____________________________________________________ 2. Where and when does the Trustee(s) wish to qualify? ______________________________________________________________________ 3. Trust created under _________________________________________________ (State under what Article or Paragraph or Item of the Will was the Trust created) 4. Specific Trust Title: __________________________________________________ (example for the benefit of a specific person (who), Family Trust, Marital Trust, Complex Trust, Simple Trust, Credit Shelter Trust, Charitable Trust, etc.) 5. Name of Trust Beneficiary Residing Address Interest under Trust _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 6. The initial Trusteeship fee includes 1 trustee short certificate, do you wish to order any additional trustee shorts? ____Yes ____No. How many? _______ 7. Is the trustee(s) appearing in the Trenton office? _____Yes _____No 8. Is the trustee(s) appearing at a satellite office? ______ Yes ______ No (if, yes, what date_______________________? Which Satellite office?: Lawrence Satellite__________________ Pennington Satellite_________________ Ewing Satellite_____________________ Hamilton Satellite___________________ East Windsor Satellite ______________ Princeton Twp. Satellite____________ PLEASE NOTE: When making your appointment with the Surrogate's Court for a satellite office, kindly return or fax this sheet to this office at least 24 hours prior to your appointment. MERCER COUNTY SURROGATE'S COURT PO BOX 8068 TRENTON, NEW JERSEY 08650-0068 Fax: (609) 278-1242 Telephone: (609) 989-6331 E-mail: dgerofsky@mercercounty.org American LegalNet, Inc. www.USCourtForms.com
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