Phil. Est. Pract. Handbook, ch. 9, 9.2

2002 Edition

Petition For Confirmation of Appointment of Trustee

DECREE

Now,__________________, 20_____ , upon consideration of the annexed Petition, it is hereby ORDERED and DECREED that the appointment of Jane R. Dunn as Trustee of the non-marital trust under the Will of Joseph B. Dunn, Deceased, is confirmed.

_________________

PETITION

The Petition of Jane R. Dunn respectfully states that:

1. Joseph B. Dunn died on February 7, 2000, a resident of Philadelphia, Pennsylvania, leaving a Will dated June 2, 1988, a true and correct copy of which is attached hereto as Exhibit "A."

2. Petitioner was appointed Trustee of the non-marital trust under the Will of Joseph B. Dunn, Deceased, by Item TWELFTH of the Will. Her acceptance of the appointment is attached hereto as Exhibit "B."

3. This Petition is filed because life insurance policy proceeds were made payable to the Trustee of the non-marital trust under the Will of Joseph B. Dunn, Deceased and the insurers will not make payment of the proceeds to Petitioner until her appointment as Trustee is confirmed by this Court.

4. The pertinent provisions of the Will of the decedent creating the trust and providing for the appointment of the Trustee are as follows:

"THIRD: I direct my Executor to divide my residuary estate into two fractional portions, one to be known as the 'marital portion' and the other to be known as the 'non-marital portion'...

"SIXTH: I give the non-marital portion to my Trustee IN TRUST upon the following terms and conditions:...

"TWELFTH: I nominate, constitute and appoint my wife, Jane R. Dunn, as Executor and Trustee hereunder..."

Wherefore, Petitioner respectfully requests that this Court confirm her appointment as Trustee of the non-marital trust under the Will of Joseph B. Dunn, Deceased.

Jane R. Dunn

ACCEPTANCE OF APPOINTMENT TO SERVE AS TRUSTEE

I hereby accept my appointment as Trustee of the non-marital trust under the Will of Joseph B. Dunn, Deceased, who died on February 7, 2000, a resident of Philadelphia, Pennsylvania.

Dated:

Jane R. Dunn

Phil. Est. Pract. Handbook, ch. 9, 9.2

See Rule 12.6.A.