Fiduciarys Acceptance Trustee {25.1A}

PROBATE COURT OF MONTGOMERY COUNTY, OHIO ALICE O. McCOLLUM, JUDGE IN THE MATTER OF THE: CASE NO. ____________________ WRONGFUL DEATH TRUST for the benefit of: _______________________________________ INTER VIVOS TRUST for the benefit of: _____________________________________________ TESTAMENTARY TRUST for the benefit of: __________________________________________ SPECIAL NEEDS TRUST for the benefit of: __________________________________________ 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) 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; Make and file a 1st 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; 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, 2) 3) 4) 5) 6) 7) 8) 9) I acknowledge that I am required to notify this Court of any change in my permanent address and that I may be removed if I fail to notify this Court of a change in my permanent 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 the 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 M.C. FORM 25.1A - FIDUCIARY'S ACCEPTANCE TRUSTEE 02/27/12 American LegalNet, Inc. www.FormsWorkFlow.com