Fill and Sign the Trustsvermont Judiciary Form

Probate Court Form No. 117 (page 1 of 3) Summary of Account of Trustee STATE OF VERMONT PROBATE COURT DISTRICT OF IN RE TRUST OF __________________ DOCKET NO. _______________ FOR THE BENEFIT OF ____________________ SUMMARY OF ACCOUNT OF TRUSTEE I, _____________________________________, trustee of the above named trust estate account to the court as provided in this summary and the schedule attached hereto for the period ________________ to _________________________. SCHEDULE* INITIAL OR CURRENT OR CARRYING VALUE MARKET VALUE ** PRINCIPAL Total from inventory or previous accounting ___________________ _______________ Receipts A ___________________ _______________ Net gain (or loss) on sales or other disposition B ____________________ ________________ Less disbursements C ____________________ ________________ Balance before distributions ____________________ ________________ Distributions to beneficiaries D ____________________ ________________ Principal balance on handE ____________________ ________________ For information only: F ____________________ ________________ A. Investments made B. Changes in investment holdings INCOME Total from inventory or previous accounting ____________________ ________________ Receipts G _____________________ ________________ Less disbursements H _____________________ _________________ Balance before distributions _____________________ _________________ Distributions to beneficiaries I _____________________ _________________ Income balance on hand _____________________ _________________ Probate Court Form No. 117 (page 2 of 3) Summary of Account of Trustee Combined balance on hand_____________________ _________________ Proposed distribution to beneficiaries, or income balance in hands of trustee (for interim account only) J _____________________ _________________ NOTE:*Use of the Attached Schedules is optional, as long as the information is provided in the manner specified on the Schedules. The detail for relatively simple or brief accounts may be put on one. **Use current value if known or if directed by the court. I, _______________________, trustee of the above named trust estate declare under oath that I have fully and faithfully discharged the duties of my office to the present date; that the foregoing account is true and correct and discloses all significant transactions occurring during the accounting period; that all known expense of the estate have been paid in full, except as provided herein; that, to my knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. Dated _________________ Signed ____________________, Trustee Subscribed and sworn to this ____ day of ________________, 20__. Before me, ________________________ Notary Public/Judge/Justice of the Peace Probate Court Form No. 117 (page 3 of 3) Summary of Account of Trustee IN RE TRUST OF _____________________________________________________________________ FOR THE BENEFIT OF ________________________________________________________________ ACCOUNT PERIOD:_________________________ TO _______________________________________ NOTICE:A certificate of service must be filed with the Court by the person who submits this document. The certificate must list each person to whom copies of this document have been sent, together with the person’s address, the date of service and the manner of service (e.g., first class mail). See form 124. MOTION TO ALLOW ACCOUNT* I, ______________________________, trustee of the above named trust, move the court to allow this account. Dated at ________________ this ____________ day of ______________, 20__. Signed ____________________, Trustee ORDER Examined on oath and allowed, Dated _________________________ Signed _________________________, Judge Note * V. R. P. P. 66(d) requires that, in a trust proceeding, a motion to allow account be filed no less frequently than every third year.