Form AOC-820 "Petition for Appointment of Trustee Under Will" - Kentucky

What Is Form AOC-820?

This is a legal form that was released by the Kentucky Court of Justice - a government authority operating within Kentucky. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on August 1, 2011;
  • The latest edition provided by the Kentucky Court of Justice;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form AOC-820 by clicking the link below or browse more documents and templates provided by the Kentucky Court of Justice.

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Download Form AOC-820 "Petition for Appointment of Trustee Under Will" - Kentucky

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AOC-820
Doc. Code: PAT & OAT
Case No. ___________________
Rev. 8-11
Page 1 of 2
Court _______________________
Commonwealth of Kentucky
Court of Justice www.courts.ky.gov
P
F
A
etition
or
PPointment
County ______________________
o
t
u
W
KRS Chapter 386
F
rustee
nder
ill
IN RE: Estate of _______________________________________________________________________________
Residence: ____________________________________________________________________________, Kentucky
Social Security Number: _________________________
Date of Death: _________________________, 2______
The will was probated in ________________________ County on ______________________, 2______, of
which the original or an accurate copy is submitted herewith to the Court for examination.
Petitioner, _______________________________________________________________________, says that
the statements in the caption are true, and the names of the life tenant and remaindermen of the instant
trust are as follows (Write name, interest, age and address of each remainderman):
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
Petitioner states that the Trust, created under item _________ of the Will, consist of the following assets:
Personal Estate
$____________
Annual Income from Personal Estate
$____________
Real Estate
$____________
Annual Rents of Real Estate
$____________
Petitioner states that the applicant is indebted to or owes decedent ______________________________.
Petitioner prays the Court that _________________________________________________________________ be
appointed as Trustee under said will, and __________________________________________________________
is offered as surety.
Petitioner says that all statements in the foregoing petition are true.
Date: _________________________, 2_______
____________________________________________
Petitioner’s Signature
Petitioner’s Address:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Petitioner’s Social Security Number: ________________________________________________________________
Subscribed and sworn to before me by petitioner on ____________________________________, 2_______.
My commission will expire___________________, 2_______.
_____________________________________________
__________________________________________
Notary Public
County, Kentucky
This certifies that the within petition was prepared or subscribed by the undersigned in accordance with the
meaning and tenor of CR 11.
________________________________________
_________________________________________
Attorney’s Signature
Address/Phone Number
AOC-820
Doc. Code: PAT & OAT
Case No. ___________________
Rev. 8-11
Page 1 of 2
Court _______________________
Commonwealth of Kentucky
Court of Justice www.courts.ky.gov
P
F
A
etition
or
PPointment
County ______________________
o
t
u
W
KRS Chapter 386
F
rustee
nder
ill
IN RE: Estate of _______________________________________________________________________________
Residence: ____________________________________________________________________________, Kentucky
Social Security Number: _________________________
Date of Death: _________________________, 2______
The will was probated in ________________________ County on ______________________, 2______, of
which the original or an accurate copy is submitted herewith to the Court for examination.
Petitioner, _______________________________________________________________________, says that
the statements in the caption are true, and the names of the life tenant and remaindermen of the instant
trust are as follows (Write name, interest, age and address of each remainderman):
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
Petitioner states that the Trust, created under item _________ of the Will, consist of the following assets:
Personal Estate
$____________
Annual Income from Personal Estate
$____________
Real Estate
$____________
Annual Rents of Real Estate
$____________
Petitioner states that the applicant is indebted to or owes decedent ______________________________.
Petitioner prays the Court that _________________________________________________________________ be
appointed as Trustee under said will, and __________________________________________________________
is offered as surety.
Petitioner says that all statements in the foregoing petition are true.
Date: _________________________, 2_______
____________________________________________
Petitioner’s Signature
Petitioner’s Address:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Petitioner’s Social Security Number: ________________________________________________________________
Subscribed and sworn to before me by petitioner on ____________________________________, 2_______.
My commission will expire___________________, 2_______.
_____________________________________________
__________________________________________
Notary Public
County, Kentucky
This certifies that the within petition was prepared or subscribed by the undersigned in accordance with the
meaning and tenor of CR 11.
________________________________________
_________________________________________
Attorney’s Signature
Address/Phone Number
AOC-820
Doc. Code: PAT & OAT
Rev. 8-11
Page 2 of 2
IN RE: Estate of__________________________________________________________________________, a decedent
ORDER
Petition filed in open Court on _________________________________________, 2_______. Upon hearing,
the Court appoints _______________________________________________________________________________,
Trustee of said estate, and fixes bond in the sum of $___________________.
Date: __________________________, 2_______
_____________________________________________
Judge’s Signature
WAIVER OF NOTICE
The undersigned hereby waive notice of hearing and the right to appoint and request the court to make
the appointment herein applied for:
_____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
AFFIDAVIT OF SURETY
Affiant, _________________________________________________________________________________________,
states that affiant is a resident of ___________________________ County of the Commonwealth of Kentucky, and
that affiant has fee simple to and beyond amount of liens or encumbrances and homestead exemptions and subject
to execution, real estate of value of $___________located at ______________________________________________
in affiant’s own name. Value of Property: $________________ Encumbrances and $________________ Homestead.
___________________________________________
______________________________________
Surety’s Signature
Phone Number
Surety’s Address: _________________________________________________________________________________
_________________________________________________________________________________
Subscribed and sworn to before me by above-named affiant on _________________________________, 2_______.
______________________________________Clerk
By:__________________________________________D.C.
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