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STATE OF VERMONT PROBATE COURT DISTRICT OF SUMMARY (Vermont Judiciary)

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Probate Court Form No. 117
(page 1 of 3)
Summary of Account of Trustee
STATE OF VERMONT PROBATE COURT
DISTRICT OF
IN RE TRUST OF __________________ DOCKET NO. _______________
FOR THE BENEFIT OF ____________________
SUMMARY OF ACCOUNT OF TRUSTEE
I, _____________________________________, trustee of the above named trust estate account to
the court as provided in this summary and the schedule attached hereto for the period ________________
to _________________________.
SCHEDULE* INITIAL OR CURRENT OR
CARRYING VALUE MARKET VALUE **
PRINCIPAL
Total from inventory or
previous accounting ___________________ _______________
Receipts A ___________________ _______________
Net gain (or loss) on sales
or other disposition B ____________________ ________________
Less disbursements C ____________________ ________________
Balance before distributions ____________________ ________________
Distributions to beneficiaries D ____________________ ________________
Principal balance on hand E ____________________ ________________
For information only: F ____________________ ________________
A. Investments made
B. Changes in investment holdings
INCOME
Total from inventory or
previous accounting ____________________ ________________
Receipts G _____________________ ________________
Less disbursements H _____________________ _________________
Balance before distributions _____________________ _________________
Distributions to beneficiaries I _____________________ _________________
Income balance on hand _____________________ _________________
Probate Court Form No. 117
(page 2 of 3)
Summary of Account of Trustee
Combined balance on hand _____________________ _________________
Proposed distribution to
beneficiaries, or income
balance in hands of trustee
(for interim account only) J _____________________ _________________
NOTE: *Use of the Attached Schedules is optional, as long as the information is provided in the manner specified on the Schedules. The detail
for relatively simple or brief accounts may be put on one.
**Use current value if known or if directed by the court.
I, _______________________, trustee of the above named trust estate declare under oath that I have fully
and faithfully discharged the duties of my office to the present date; that the foregoing account is true and
correct and discloses all significant transactions occurring during the accounting period; that all known
expense of the estate have been paid in full, except as provided herein; that, to my knowledge, there are no
claims now outstanding against the estate; and that all taxes presently due from the estate have been paid.
Dated _________________ Signed ____________________, Trustee
Subscribed and sworn to this ____ day of
________________, 20__.
Before me, ________________________
Notary Public/Judge/Justice of the Peace
Probate Court Form No. 117
(page 3 of 3)
Summary of Account of Trustee
IN RE TRUST OF _____________________________________________________________________
FOR THE BENEFIT OF ________________________________________________________________
ACCOUNT PERIOD:_________________________ TO _______________________________________
NOTICE: A certificate of service must be filed with the Court by the person who submits this document. The certificate must list each
person to whom copies of this document have been sent, together with the person’s address, the date of service and the manner
of service (e.g., first class mail). See form 124.
MOTION TO ALLOW ACCOUNT*
I, ______________________________, trustee of the above named trust, move the court to allow this
account.
Dated at ________________ this ____________ day of ______________, 20__.
Signed ____________________, Trustee
ORDER
Examined on oath and allowed,
Dated _________________________ Signed _________________________, Judge
Note * V. R. P. P. 66(d) requires that, in a trust proceeding, a motion to allow account be filed no less frequently than every third year.
Probate Court Form No. 117
(Schedule A)
Receipts on Principal
SCHEDULE A
RECEIPTS ON PRINCIPAL
Assets which are listed on the inventory should be given the same valuation here. Assets acquired
subsequent to the date of death should be valued as of the date acquired. Show initial or carrying value and
current fair market value. Assets should be listed in the following categories: real estate; stocks and bonds;
cash; and tangible personal property.
Probate Court Form No. 117
(Schedule B)
Gains and Losses on Sales
and Other Dispositions
SCHEDULE B
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
State the date and nature of each transaction, showing net proceeds and gain or loss. Show total gains
and losses and net gain or loss for account period.
Probate Court Form No. 117
(Schedule C)
Disbursements on Principal
SCHEDULE C
DISBURSEMENTS ON PRINCIPAL
Each disbursement should be itemized showing date, amount, recipient and reason for disbursement.
Disbursements must be grouped in the following categories: federal and state taxes; fees; administration
expenses; and general disbursements. The subtotal for each category should be stated. Any attorney fees
must be justified as provided in Rule 66 (c) of the Vermont Rules of Probate Procedure. Trustee’s fees must
also be justified.
Probate Court Form No. 117
(Schedule D)
Distribution of Principal to
Beneficiaries
SCHEDULE D
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
State for each distribution: date, nature of distribution, value of distribution, and recipient of
distribution and provision of trust if any under which distribution is made. Show subtotal for each
beneficiary.
Probate Court Form No. 117
(Schedule E)
Principle Balance on Hand
SCHEDULE E
PRINCIPLE BALANCE ON HAND
Show each asset with current and acquisition value. Total the current and acquisition values of all
assets on hand.
Probate Form No. 117
(Schedule F)
Information Schedule- Principal
SCHEDULE F
INFORMATION SCHEDULE-PRINCIPAL
Show any investments made and any changes in investment holdings.
Probate Court Form No. 117
(Schedule G)
Receipts of Income
SCHEDULE G
RECEIPTS OF INCOME
Receipts of income should be shown in two categories-dividends and interest with a subtotal for each
category. Each entry should show the asset on which the income was earned, the time period for which the
income was received and the amount received. There should be a subtotal for each asset.
Probate Court Form No. 117
(Schedule H)
Disbursements of Income)
SCHEDULE H
DISBURSEMENTS OF INCOME
Show for each disbursement: date, nature of disbursement, recipient and amount. Disbursements
must be grouped in the following categories: federal and state taxes; fees; administration expenses; and
general disbursements. The subtotal for each category should be stated. Attorney’s fees must be justified
as provided in Rule 66(c) of the Vermont Rules of Probate Procedure.
Probate Court Form No. 117
(Schedule I)
Distribution of Income to
Beneficiaries
SCHEDULE I
DISTRIBUTION OF INCOME TO BENEFICIARIES
For each disbursement show date, amount, recipient and provision of trust, if any, under which
distribution is made.
Probate Court Form 117
(Schedule J)
Proposed Distributions to Beneficiaries
SCHEDULE J
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
For each beneficiary list the assets to be distributed to that beneficiary showing asset ,initial value,
current value and provision of trust under which distribution will be made. Show total value of distribution
for each beneficiary and total of all proposed distributions.
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STATE OF VERMONT PROBATE COURT DISTRICT OF SUMMARY (Vermont Judiciary)

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Completed 23 November 2020

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