Pennsylvania Code & Bulletin
COMMONWEALTH OF PENNSYLVANIA

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The Pennsylvania Code website reflects the Pennsylvania Code changes effective through 54 Pa.B. 1032 (February 24, 2024).

231 Pa. Code Rule 5.15. Confirmation of Trustee Appointment.

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.



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