PROBATE COURT OF WOOD COUNTY, OHIO David E. Woessner, Judge IN THE MATTER OF THE: Wrongful Death Trust Inter Vivos Trust Testamentary Trust Special Needs Trust Of _________________________________________________________________________________, Deceased, Grantor Case No. ___________________________ FIDUCIARY'S ACCEPTANCE TRUSTEE [R.C. 2109.02] I hereby accept the duties which are required of me by law, and such additional duties as are ordered by the Court. As Trustee of this estate I will: 1. 2. Make and file an inventory of the real and personal assets of the trust within three (3) months after appointment, or such time as extended by the Court; Deposit funds which come into my hands in a lawful depository located within this state: The trust checking accounts must provide canceled checks, as these canceled checks must be displayed when filing accounts; Keep trust funds in separate trust accounts at all times during the administration of the trust; Invest all funds in a lawful manner; Timely pay bond premium, if any; st Make and file a 1 account within one (1) year following my appointment or such time as ordered by the Court; file additional accounts on at least an annual basis; 3. 4. 5. 6. 7. 8. 9. 10. Timely file all tax documents as required by law; Submit all filings with original signatures; in all matters with multiple fiduciaries, the signature of all fiduciaries is required; persons who are not an attorney may not sign on behalf of an attorney; Obey all orders of the Court; and; Immediately notify the Probate Court if I change my address. I acknowledge that I am subject to removal as trustee if I fail to perform my fiduciary duties. I also acknowledge that I am subject to possible civil and criminal penalties for improper conversion of the property which I hold as fiduciary. NOTE: ORC §2109.02 states that every fiduciary, before entering into 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 those duties, acknowledging the possibility of removal for failure to perform those duties, and further being subject to possible penalties for conversion of property held as a fiduciary. The written acceptance of duties may be filed with the application for appointment. ____________________________ Date __________________________________________________________________ Trustee FORM 143-DF - FIDUCIARY'S ACCEPTANCE TRUSTEE American LegalNet, Inc. www.FormsWorkFlow.com 8/2012