633.700  Intermediate report of trustees.

Unless specifically relieved from so doing, by the instrument creating the trust, or by order of the court, the trustee shall make a written report, under oath, to the court, once each year, and oftener, if required by the court. Such report shall state:

1.  The period covered by the report.

2.  All changes in beneficiaries since the last previous report.

3.  Any changes in investments since the last previous report, including a list of all assets, and recommendations of the trustee for the retention or disposition of any property held by the trustee.

4.  A detailed accounting for all cash receipts and disbursements, and for all property of the trust, unless such accounting shall be waived in writing by all beneficiaries.

Section History: Early form

  [C66, 71, 73, 75, 77, 79, 81, § 633.700]

Internal References

  Referred to in § 633.701

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