§ 633.753 — Final report of trustee

Iowa § 633.753

• Jurisdiction: Iowa
• Title XV: JUDICIAL BRANCH AND JUDICIAL PROCEDURES
• Ch. 633: PROBATE CODE

Text

Upon the partial or total termination of a trust, or upon the transfer of the trusteeship
due to resignation, removal, dissolution, or other disqualification of the trustee of any trust
pendingincourt,thetrusteeshallmakeafinalreporttothecourt,showingfortheperiodsince
the filing of the last report the facts required for an intermediate report; provided, however,
that unless specifically required by the court to do so, the trustee shall not in any event, be
required to report such facts for any period of time as to which the trustee has, under any of
the provisions of section 633.752, been expressly relieved from reporting. In any event, the
final report of the trustee shall include the following:
1. The name and last known address of each beneficiary.
2. A statement as to those beneficiaries who are known to be minors or under any other
legal disability.
3. Distributions made or to be made to each beneficiary at the time of such termination.

Legislative History

[C66, 71, 73, 75, 77, 79, 81, §633.701]