Corporate Trustees Account
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Corporate Trustees Account Form. This is a Wisconsin form and can be use in Circuit Court Statewide.
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Tags: Corporate Trustees Account, PR-1935, Wisconsin Statewide, Circuit Court
COUNTY
STATE OF WISCONSIN, CIRCUIT COURT,
For Official Use
Amended
IN THE MATTER OF THE ESTATE OF
Corporate Trustee's Account
Annual
Interim
Final
Informal Administration
Formal Administration
For the following trust:
Case No.
•
•
•
•
•
•
INSTRUCTIONS TO CORPORATE TRUSTEE FOR COMPLETING THIS FORM
Complete the top line with the name of estate, trust and case number.
Complete the dates for this accounting.
Complete the date of the ending balance and the amount.
Attach statement of account to this form.
All trustees must sign this form before a notary.
Send completed form and statement of account to the Register in Probate office by April
th
15 or date given by the Court.
1. This is an accurate account of the administration of the trust for the period from (Date)
.
through (Date)
2. The ending balance as of (Date)
cost basis.
Ending balance reflects
.
is $
fair market value.
STOP! YOU MUST SIGN THIS FORM IN FRONT OF A NOTARY.
State of
County of
Subscribed and sworn to before me on
Trustee
Name Printed or Typed
Notary Public/Court Official
Address
Name Printed or Typed
My commission/term expires:
Telephone Number
Date
State of
County of
Subscribed and sworn to before me on
Trustee
Name Printed or Typed
Notary Public/Court Official
Address
Name Printed or Typed
Telephone Number
My commission/term expires:
Date
Form completed by: (Name)
Address
Telephone Number
Bar Number (If any)
PR-1935, 10/10 Corporate Trustee's Account (Informal Administration and Formal Administration)
§701.16(4) and (5), Wisconsin Statutes
This form shall not be modified. It may be supplemented with additional material.
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