Computation Of Trustees Fees {APP F}

PROBATE COURT OF MONTGOMERY COUNTY, OHIO ALICE O. McCOLLUM, JUDGE APPENDIX F COMPUTATION OF TRUSTEE FEES LOCAL RULE 74.1 TRUST OF CASE NO. __________________________________ __________________________________ Income from investments and installment receipts: Investments: Installment receipts: Total value: Rentals from real estate: Total value: $____________ X 10% (.10) = $____________ $____________ $____________ $____________ X 5% (.05) = $____________ Intangible personal property invested: Total value: $____________ X .25% (.0025) = $____________ Periodic distributions of personal property corpus: Total value: $____________ X 1% (.01) = $____________ $____________ TOTAL ALLOWED TRUSTEE FEES: Note: Per Local Rule 74.1 (B), corporate trustee fees may be det ermined as follows: A fee may be charged on the same basis as the corporate trustee charges its clients as trustee of a living trust. Each corporate fiduciary shall file its current fee schedule with this Court. Any amendments to the schedule must be filed before a fee computed under the amended schedule is credited to an a ccount. The fee schedule shall be limited to a maximum 1% fee for all trust estates with a market value of $75,000.00 or less. 9/10/2014 American LegalNet, Inc. www.FormsWorkFlow.com