MPC 859 (3/19/12) ACC
of
page
TRUST ACCOUNT
Commonwealth of Massachusetts
The Trial Court
Probate and Family Court
Docket No.
Division
case name
(date)
(date)
Trustee Information:
Name:
Last Name
First Name
MI
(Address)
(City/Town)
(State)
(Zip)
(Apt, Unit, No. etc.)
Address
under trust section
for the benefit of
This is the
(1
st
, 2
nd
, etc.)
ANNUAL
AMENDED
FINAL ACCOUNT
FOR THE REPORTING PERIOD FROM
(MM/DD/YYYY)
TO
(MM/DD/YYYY)
If Final Account, indicate why:
Appointment terminated
Trust terminated
Judicial Order
Summarize the financial activity below after completing the detailed accounting information in Schedules A, B, C, D, E and F.
Attach additional sheets for each applicable schedule.
Notice to Interested Persons. Interested persons have the responsibility to protect their own rights and interests within the
time and in the manner provided by the Massachusetts Uniform Probate Code, including the appropriateness of disbursements,
the compensation of fiduciaries, attorneys, and others, and the distribution of estate assets. The Court will not review or
adjudicate these or other matters unless specifically requested to do so by an interested person or the Fiduciary.
SUMMARY OF SCHEDULES
SCHEDULE A - Principal amounts received:
SCHEDULE B - Principal payments and charges:
SCHEDULE C - Principal balance invested:
$
$
TOTAL
$
SCHEDULE D - Income received:
$
SCHEDULE E - Payments from income:
$
SCHEDULE F - Income balance:
$
click to add
click to remove
MPC 859 (3/19/12) ACC
of
page
I state under penalty of perjury that this is a true and complete report of the administration of this trust, during the
period shown, both dates inclusive, to the best of my knowledge, information and belief. I understand that this
Account is subject to audit and verification.
I understand that I am required to maintain supporting documentation for all receipts and disbursements including
detailed billing statements from any professional. The Court or any Interested Persons may request copies at any
time.
Signature of Trustee
Date
Signature of Co-Trustee (if applicable)
Date
(Address)
(Apt, Unit, No. etc.)
(City/Town)
(State)
(Zip)
Print Name
BBO No.:
Primary Phone #:
Attorney for Trustee:
Signature of Attorney
Email:
Reset Form