Pennsylvania Code
Title 231 - RULES OF CIVIL PROCEDURE
Part II - ORPHANS' COURT RULES
Chapter V - RULES GOVERNING SPECIFIC TYPES OF PETITIONS
Rule 5.15 - Confirmation of Trustee Appointment
Universal Citation: 231 PA Code ยง 5.15
Current through Register Vol. 54, No. 44, November 2, 2024
(a) Contents of Petition. Where an initial or successor trustee is appointed pursuant to a trust instrument or by the unanimous agreement of all qualified beneficiaries (as defined in 20 Pa.C.S. § 7703) pursuant to 20 Pa.C.S. § 7764, a petition for the court to confirm such appointment shall conform to the requirements provided by the Rules in Chapter III and shall set forth the following:
(1) the reason for filing the
petition; and
(2) the pertinent
provisions of the instrument creating the trust and providing for the
appointment of the trustee.
(b) Exhibits. The following shall be attached to the petition:
(1) a copy
of the trust instrument duly certified by counsel to be a true and correct
copy; and
(2) the designated
trustee's written consent to serve.
Note: Rule 5.15 is substantively identical to former Rule 12.14.
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