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Fiduciarys Acceptance (Trustee) Form. This is a Ohio form and can be use in Shelby County (Court Of Common Pleas).
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Tags: Fiduciarys Acceptance (Trustee), 24.6, Ohio County (Court Of Common Pleas), Shelby
PROBATE COURT OF SHELBY COUNTY, OHIO
TRUST OF _______________________________________________________
FOR THE BENEFIT OF _____________________________________________
CASE NO. _______________________________________________________
FIDUCIARY’S ACCEPTANCE (TRUSTEE)
I, the undersigned, hereby accept the duties which are required of me by law, and such additional
duties as are ordered by the Court having jurisdiction of the subject matter of the trust, as
testamentary trustee.
Making and filing an inventory of the real and personal property contained in the trust within three
months after appointment.
Administering the trust estate in accordance with law and the Will of testator.
Depositing funds which come into my hands in a lawful depository located within this state.
Investing surplus funds in a lawful manner.
Making and filing an account at least once each year, or each two years if permitted by an order
of this Court.
Filing a final account within thirty days after the trusteeship is terminated.
I acknowledge that I am subject to removal as such fiduciary if I fail to perform such duties.
I also acknowledge that I am subject to possible penalties for improper conversion of the property
which I hold as fiduciary.
______________________________________
Fiduciary
NOTE: Sec. 2109.02. Every fiduciary, before entering upon the execution of a trust, shall receive letters of appointment
from a probate court having jurisdiction of the subject matter of the trust.
The duties of a fiduciary shall be those required by law, and such additional duties as the court orders. Letters of
appointment shall not issue until a fiduciary has executed a written acceptance of his duties, acknowledging that he is
subject to removal for failure to perform his duties, and that he is subject to possible penalties for conversion of property
he holds as a fiduciary. The written acceptance may be filed with the application for appointment.
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