ADA
local probate rule 8

PROBATE RULE 8: PETITION FOR INSTRUCTIONS AND OTHER INSTRUCTIONS

A. PETITION FOR INSTRUCTIONS
B. APPOINTMENT OF SUCCESSOR TRUSTEE

A. PETITION FOR INSTRUCTIONS

In decedents' estates, guardianships, and conservatorships, a petition for instructions is available only when no other procedure is provided by statute. For example, the Court will not determine how a will should be interpreted or the manner in which an estate should be distributed on a petition for instructions. Such direction can be obtained only by a petition for distribution or by a petition to determine persons entitled to distribution.

B. APPOINTMENT OF SUCCESSOR TRUSTEE

A petition seeking appointment of a successor trustee or co-trustee should include a description of the procedure required by the trust instrument for such appointment, detailed information demonstrating that the proposed trustee is qualified to be appointed as a trustee of the trust, whether some or all of the beneficiaries of the trust have been consulted about the appointment of the proposed trustee, and a recommendation for the amount of the bond of the proposed trustee or a showing of good cause why a bond should not be required.



Probate Rules of Court: Summary - Intro - 1 - 2 - 3 - 4 - 5 - 6 - 7
8 - 9 - 10 - 11 - 12 - 13 - 14 - 15 - 16 - 17 - 18 - 19 - 20
List of attached Probate local forms

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