Rule 5.15 Confirmation of Trustee Appointment
Chapter V: Rules Governing Specific Types of Petitions
Rule Text
(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.