Current through Register Vol. 54, No. 24, June 15, 2024
Rule 5.15 - Confirmation of Trustee Appointment(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.