Fill and Sign the Annual Account and Petition for Approval Mississippi Form

IN THE CHANCERY COURT OF THE ___________ JUDICIAL DISTRICT OF ___________ COUNTY, MISSISSIPPI IN THE MATTER OF THE TRUST UNDER THE WILL OF ______________________, DECEASED CAUSE NO. ___________ NINETEENTH ANNUAL ACCOUNT AND PETITION FOR APPROVAL OF NINETEENTH ANNUAL ACCOUNT COMES NOW ________________(successor to ______________, which was successor to _______________), of ___________, ___________, Trustee under the Will of ________________, and petitions and represents unto this Honorable Court as follows: 1. That _______________- departed this life testate on or about ___________ ___, 20___, while an adult resident citizen of ________, __________, and her Last Will and Testament was duly admitted to probate by this Honorable Court in Cause No. _____. That in said Will, _________ conveyed the residue of her estate in trust to________________ for the use and beneft of her grandson, ____________, and her cousin, _______________, for the purposes set forth in said Will. 2. That attached hereto and made a part hereof is a true and correct Account of ______________, Trustee under the Will of ______________, which covers the period of __________ ___, 20___, through __________ ___, 20___. Said Account is a detailed itemized statement showing all receipts and disbursements made during said accounting period and showing a list of all assets of the trust estate in said Trustee's hands or under its control. As of __________ ___, 20___, said Account shows assets held by said Trustee with a market value in the amount of $___________. 3. Said Trustee would further show that it has vouchers covering the disbursements shown in said Account attached hereto, and that said vouchers are not being fled with said Account pursuant to Section 91 - 9 - 5 and Section 91 - 7 - 277, Mississippi Code of 1972 , as amended, but are on fle and shall remain on fle with ______________, and shall be available for inspection by any interested party. 4. That the law frm of __________________, has assisted said Trustee in carrying out its duties during the said accounting period and has prepared and will present this Petition, and that said frm should be paid for said services in an amount to be determined by this Honorable Court. 5. That said Will of _____________ provided that to the extent that the funds in any Conservatorship account for the beneft of her said grandson, _____________, were not entirely sufcient to provide for his care, support, maintenance and well being, then said Trustee, in its discretion, should pay, from the interest or corpus of this trust, such sums as would be in the best interests and for the care, support, maintenance and well being of her grandson, _________________. 6. That the assets of the Conservatorship of ______________ being administered in Cause No. _________ of this Honorable Court are not sufcient for the support and care of _________________, and it is therefore necessary for the Trustee to make expenditures in its discretion from the principal and income of this trust for the beneft and care of __________________ in accordance with said Will to the extent that such Conservatorship funds are not sufcient. WHEREFORE, Petitioner prays: 1. That said Account attached hereto and made a part hereof be received as the Nineteenth Annual Account of said Trustee and that said Nineteenth Annual Account be approved and allowed, and that all actions taken by said Trustee during the accounting period as refected in said Account be approved and confrmed. 2. That _______________ be allowed a commission of $________ for its services as Trustee during the accounting period of _________ ___, 20___ through _________ ___, 20___. 3. That said Trustee be allowed to pay the law frm of___________________, the sum of $___________ for its services to the Trustee, plus any reasonable out-of-pocket expenses which said frm has incurred in connection therewith. 4. That __________________, as Trustee, be authorized to continue to invest all monies not needed for current expenditures in accordance with Section 91 - 13 - 3, Mississippi Code of 1972 , as amended, and be authorized to pay in its discretion all reasonable expenses for the support and welfare of __________________, including all necessary sums for hospital and institutional care, medical and dental expenses, clothing, food, housing, recreation, and other similar necessary expenses, to the extent that such Conservatorship funds are insufcient. And your Petitioner prays for general relief. Respectfully submitted, _______________________, Trustee under the Will of _______________________ By: _____________________________ Vice President and Trust Ofcer ______________________ MB No. ______ ________________________________ ________________________________ ________________________________ Telephone - _____________________ Solicitors STATE OF MISSISSIPPI COUNTY OF ___________ Personally appeared before me, the undersigned authority at law in and for the aforesaid jurisdiction, the undersigned____________________, a Vice President and Trust Ofcer of ________________(successor to _______________), of _________, ____________, said Bank being the Trustee under the Will of __________________, who, after being duly sworn, states on oath that he signed the above and foregoing Petition for and on behalf of said Bank, after frst having been duly authorized so to do, and that the facts hereinabove set forth are true and correct as therein stated, and said __________________ further states on oath that the Account attached hereto and made a part of the above and foregoing Peti tion is true and correct as therein stated, and that __________________ is a Bank within the meaning of Section 91 - 7 - 277, Mississippi Code of 1972 , as amended, and as such is not required to fle vouchers, and that the vouchers listed in said Account are held by said Bank and may be inspected by an interested party or his or her attorney during the legal banking hours at the ofce of said Bank. ____________________________ SWORN to and subscribed before me, this the __________ day of _______, 20___. NOTARY PUBLIC My Commission Expires: _______________________