Addendum To Court Order And Trust Document Form. This is a Washington form and can be use in King Local County.
Tags: Addendum To Court Order And Trust Document, Washington Local County, King
COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : : Index No. Calendar No. : ADDENDUM TO COURT ORDER AND TRUST DOCUMENT JUDICIAL SUBPOENA Plaintiff(s) -against- The Order Approving Settlement/Trust and/or the: Trust Declaration to which this addendum is attached, shall be superseded to the extent that any portion thereof is : inconsistent with the provisions set forth in this Addendum. The Trust is approved specifically with and according to the provisions set forth below. : Defendant(s) : . .1.. . . . . Separate. . . . . . . . .Caption,. .Cause. .Number. . . . . . . . . . . . Case, . . . . . . . . . . . . . . . . . . . . . . . The Original or a copy of this Order and Trust Document shall be filed in its own case file, captioned, “In the Trust of _______________” with a type “4” cause number assigned. Counsel or the Trustee is authorized to pay the filing fee from the trust principal, or as a THE PEOPLE OF THE STATE OF NEW YORK cost advanced. TO 2. Periodic Accountings. The Trustee shall prepare an annual Report and Accounting. It shall be filed and submitted to the court for review and approval, upon notice to all interested parties. GREETINGS: 4. Jurisdiction. The administration of the Trust shall be subject to the continuing WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before jurisdiction of King County Superior Court. Jurisdiction and venue to supervise , the Honorable at the Court the Trust shall be changed only upon order of this court, entered upon petition, located at County of in room notice, ,andthe good cause shown., 20 on for day of , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the 5. Fiduciary and Attorney’s Fees. The amount, rate, and extent of compensation for the Trustee and any Special Representative, Guardian ad Litem, Guardian, and their counsel shall all be subject to court approval. The Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to Court shall review the fee requests for a maximum penalty of $50 and all damages sustained as a the party on whose behalf this subpoena was issued based upon an itemized statement of services and costs, comply. result of your failure to as contained in a Fee Declaration or as other otherwise presented in writing under oath. The Trustee’s fees for investment or management of the estate shall be separately stated within the fee request. , one of the Justices of the Witness, Honorable Court in County, day of , 20 6. Conflicts. No Trustee, Special Representative or Guardian ad Litem, Guardian and their counsel shall be eligible to vote for or authorize a distribution to one’s personal account (including the marital community) or for one’s own personal (Attorney must sign above and type name below) benefit, whether direct or indirect (including the relief of one’s duty of parental support). 7. Trustee. Any person or entity authorized by the court to hold, invest, or determine the disposition of any of the trust principal or trust income shall be considered a Trustee for the purposes of this addendum, and shall be fully responsible and liable for their acts and decisions and a fiduciary. They shall have Office as P.O. Address the full and unconditional responsibility of a fiduciary notwithstanding their title and the existence of co-trustees or other fiduciaries for the trust. A parent or person owing a duty of support to the beneficiary shall be ineligible to serve as Telephone No.: Trustee. Facsimile No.: Attorney(s) for E-Mail Address: Mobile Tel. No.: Addendum to Court Order or Trust Document – 04/01 - Page #1 American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : Index No. : 8. : Plaintiff(s) Calendar No. JUDICIAL SUBPOENA Successor Trustee. In the event that the Trustee seeks to resign, is removed, -againstor becomes disqualified to serve, the matter: shall be promptly called to the court’s attention, and the court shall appoint a Successor Trustee. : 9. Final Report. Upon termination of the trust: for any reason, the Trustee shall prepare and file a Final Report and Accounting within 90 days, and promptly submit the same to the court Defendant(s) upon notice to all interested parties. for approval, : ...................................................... 10. Delegation/Dilution of Trust Responsibilities. There shall be no Trust Advisory Committee or Registered Representative designated for the trust. The THE PEOPLE OF THE STATE OF NEW YORK Trustee shall have the full fiduciary authority and responsibility to administer, manage, allocate, invest, and distribute trust funds. TO 11. Security/Protection of the Funds. Each Trustee who is other than a bank or trust company shall be bonded in the greater amount of $25,000 or 10% of the trust GREETINGS: principal, or such specific amount as is specifically set forth in the Order Approving Trust. The amount of funds exceeding 20% of the trust principal shall WE placed in a blocked financial account, with withdrawals you and eachcourt order. before be COMMAND YOU, that all business and excuses being laid aside, only upon of you attend , the Honorable at or Approval may be by specific order,the pursuant Court budget approved by the to a located at County of court. in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the 12. Amendments. The court shall retain the exclusive right to amend the trust as may be needed from time to time. This shall occur only upon order of the court, entered upon petition, notice, and for good cause shown. Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable Court in County, , one of the Justices of the day of , 20 (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: Addendum to Court Order or Trust Document – 04/01 - Page #2 American LegalNet, Inc. www.USCourtForms.com