Summary Of Account Of Trustee (Without Schedule) {PC 117} | Pdf Fpdf Docx | Vermont

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Summary Of Account Of Trustee (Without Schedule) {PC 117} | Pdf Fpdf Docx | Vermont

Summary Of Account Of Trustee (Without Schedule) {PC 117}

This is a Vermont form that can be used for Probate Court within Statewide.

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Probate Court Form No. 117(page 1 of 3)Summary of Account of TrusteeSTATE OF VERMONT PROBATE COURTDISTRICT OFIN RE TRUST OF DOCKET NO. FOR THE BENEFIT OF SUMMARY OF ACCOUNT OF TRUSTEEI, , trustee of the above named trust estate account tothe court as provided in this summary and the schedule attached hereto for the period to .SCHEDULE*INITIAL ORCURRENT ORCARRYING VALUEMARKET VALUE **PRINCIPAL Total from inventory orprevious accountingReceiptsANet gain (or loss) on sales or other dispositionBLess disbursementsCBalance before distributionsDistributions to beneficiariesDPrincipal balance on handEFor information only:FA. Investments madeB. Changes in investment holdingsINCOME Total from inventory orprevious accountingReceiptsGLess disbursementsHBalance before distributionsDistributions to beneficiariesIIncome balance on hand American LegalNet, Inc. www.FormsWorkFlow.com Probate Court Form No. 117(page 2 of 3)Summary of Account of TrusteeCombined balance on handProposed distribution tobeneficiaries, or incomebalance in hands of trustee(for interim account only)JNOTE:*Use of the Attached Schedules is optional, as long as the information is provided in the manner specified on the Schedules. The detailfor relatively simple or brief accounts may be put on one. **Use current value if known or if directed by the court.I, , trustee of the above named trust estate declare under oath that I have fullyand faithfully discharged the duties of my office to the present date; that the foregoing account is true andcorrect and discloses all significant transactions occurring during the accounting period; that all knownexpense of the estate have been paid in full, except as provided herein; that, to my knowledge, there are noclaims now outstanding against the estate; and that all taxes presently due from the estate have been paid.Dated Signed , TrusteeSubscribed and sworn to this day of, 20.Before me, Notary Public/Judge/Justice of the Peace American LegalNet, Inc. www.FormsWorkFlow.com Probate Court Form No. 117(page 3 of 3)Summary of Account of TrusteeIN RE TRUST OF FOR THE BENEFIT OF ACCOUNT PERIOD: TO NOTICE:A certificate of service must be filed with the Court by the person who submits this document. The certificate must list eachperson to whom copies of this document have been sent, together with the person222s address, the date of service and the mannerof service (e.g., first class mail). See form 124.MOTION TO ALLOW ACCOUNT*I, , trustee of the above named trust, move the court to allow thisaccount.Dated at this day of , 20.Signed , TrusteeORDERExamined on oath and allowed,Dated Signed , JudgeNote* V. R. P. P. 66(d) requires that, in a trust proceeding, a motion to allow account be filed no less frequently than every third year. American LegalNet, Inc. www.FormsWorkFlow.com

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