AOC-820 Doc. Code: PAT & OAT Rev. 12-03 Page 1 of 2 Commonwealth of Kentucky Court of Justice
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Case No._____________________ Court________________________
PETITION FOR APPOINTMENT OF TRUSTEE UNDER WILL
County_______________________
IN RE: Estate of___________________________________________________________________________________ Residence:_______________________________________________________________________________, Kentucky Social Security Number:______________________________ Date of Death: _________________________, 2______ The will was probated in________________________County on____________________, 2______, of which the original or an accurate copy is submitted herewith to the Court for examination. Petitioner, _______________________________________________________________________________, says that the statements in the caption are true, and the names of the life tenant and remaindermen of the instant trust are as follows (Write name, interest, age and address of each remainderman): ________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________ Petitioner states that the Trust, created under item_________________of the Will, consist of the following assets: Personal Estate Real Estate $____________ $____________ Annual Income from Personal Estate Annual Rents of Real Estate $____________ $____________
Petitioner states that the applicant is indebted to or owes decedent____________________________________. Petitioner prays the Court that____________________________________________________________________be appointed as Trustee under said will, and____________________________________________________________ is offered as surety. Petitioner says that all statements in the foregoing petition are true. Date: _________________________, 2_______ Petitioner's Address: _____________________________________________ Petitioner's Signature ____________________________________________________________________________ ________________________________________________________________________ ____________________________________________________________________________ Petitioner's Social Security Number: ___________________________________________________________________ Subscribed and sworn to before me by petitioner on ______________________________________, 2_______. My commission will expire___________________, 2_______. _____________________________________________ Notary Public __________________________________________ County, Kentucky
This certifies that the within petition was prepared or subscribed by the undersigned in accordance with the meaning and tenor of CR 11. ________________________________________ Attorney's Signature _________________________________________ Address/Phone Number
AOC-820 Doc. Code: PAT & OAT Rev. 12-03 Page 2 of 2
IN RE: Estate of__________________________________________________________________________, a decedent
ORDER Petition filed in open Court on _________________________________________, 2_______. Upon hearing, the Court appoints________________________________________________________________________________, Trustee of said estate, and fixes bond in the sum of $___________________.
Date: __________________________, 2_______
_____________________________________________ Judge's Signature
WAIVER OF NOTICE The undersigned hereby waive notice of hearing and the right to appoint and request the court to make the appointment herein applied for: _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
AFFIDAVIT OF SURETY Affiant,__________________________________________________________________________________________, states that affiant is a resident of ___________________________ County of the Commonwealth of Kentucky, and that affiant has fee simple to and beyond amount of liens or encumbrances and homestead exemptions and subject to execution, real estate of value of $___________located at__________________________________________________ in affiant's own name. Value of Property: $________________ Encumbrances and $________________ Homestead. ___________________________________________ Surety's Signature ______________________________________ Phone Number
Surety's Address: _________________________________________________________________________________
Subscribed and sworn to before me by above-named affiant on _________________________________, 2_______. ______________________________________Clerk By:__________________________________________D.C.