Fiduciary'S Acceptance (Trustee) - Probate Court Of Clermont County
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1PROBATE COURT OF CLERMONT COUNTY, OHIO
JAMES A. SHRIVER, JUDGE
IN THE MATTER OF THE TESTAMENTARY TRUST OF
CASE NO.
FIDUCIARY’S ACCEPTANCE
(TRUSTEE)
I, the undersigned, hereby accept the duties which are required of me by law, and such additional duties as
are ordered by the Court having jurisdiction of the subject matter of the trust, as testamentary trustee.
1) Making and filing an inventory of the real and personal property contained in the trust estate within 3
months after appointment.
2) Administering the trust estate in accordance with law and the Will of testator.
3) Depositing funds which come into my hands in a lawful depository located within this state.
4) Investing surplus funds in a lawful manner.
5) Making and filing an account at least once in each two years.
6) Filing a final account within 30 days after the trusteeship is terminated.
I acknowledge that I am subject to removal as such fiduciary if I fail to perform such duties. I further
acknowledge that I am subject to possible civil and criminal penalties for improper conversion of the
property that I hold as a fiduciary.
Date
Fiduciary
NO TE : Every fiduciary, before entering upon the execution of a trust, shall receive letters of appointment from a Probate Co urt
having jurisdiction of the subject matter of the trust. [ORC 2109.02 ].
The duties of a 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 his duties, acknowledging that he is subject to removal for
failure to perform his duties, and that he is subject to possible penalties for conversion of property he holds as a fiduciary . The
written ac ceptance may be filed with the applicatio n for ap pointment.
40.2 - FIDUCIARY’S ACCEPTANCE
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