Information Sheet For Trusteeship Individual

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MERCER COUNTY SURROGATE’S COURT
Diane Gerofsky, Surrogate
INFORMATION SHEET FOR TRUSTEESHIP
INDIVIDUAL
In the Matter of the Estate of ______________________________
1. Trustee(s) name, residing address and mailing address if different from residing address and
telephone number
Name:__________________________________________________________________________
Address: __________________________________________________________________________
Telephone no: ________________________
2. Trust created under_________________________________________________________________
(State under which Article or Paragraph or Item of the Will the trust was created)
3. Specific Trust title:_________________________________________________________________
(Example: For the benefit of a specific person (who), Family Trust, Marital Trust, Complex
Trust, Simple trust, Credit Shelter Trust, Charitable Trust, etc.)
4. Name of Trust Beneficiary
Residing Address
Interest Under Trust
________________________________________________________________________________
__________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
5. The initial Trusteeship fee includes 1 Trustee Short Certificate. Do you wish to order additional trustee
shorts? ________ No ___________ Yes
How many? ______________
6. Where and when does the trustee(s) wish to qualify?
Trustee(s) appearing in Trenton Office __________No _____________ Yes
Trustee(s) appearing at a Satellite office __________ No __________ Yes
(If yes, indicate which satellite and call for an appointment)
Lawrence Satellite_________
(First Tuesday each month)
Robbinsville Satellite _______
(First Thursday each month)
Ewing Satellite _________
(Second Tuesday each month)
Pennington Satellite________
(Second Thursday each month)
Hamilton Satellite__________
(Third Tuesday each month)
Hopewell Satellite__________
(Third Friday each month)
E Windsor Satellite________
(Fourth Tuesday each month)
Princeton Twp Satellite________
(Fourth Thursday each month)
PLEASE NOTE: When making your appointment with the Surrogate’s Court for a satellite office, kindly
return this sheet together with a copy of the Death Certificate to this office at least 48 hours prior to the
appointment. To schedule an appointment contact Kelly at (609) 989-6336.
MERCER COUNTY SURROGATE’S COURT
P.O. BOX 8068
TRENTON, NEW JERSEY 08650
Fax: (609) 278-1242
Phone: (609) 989-6331
Email:

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