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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.
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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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