Information Sheet For Trusteeship Individual printable pdf download

MERCER COUNTY SURROGATE’S COURT

Diane Gerofsky, Surrogate

INFORMATION SHEET FOR TRUSTEESHIP

INDIVIDUAL

In the Matter of the Estate of ______________________________

1. Trustee(s) name, residing address and mailing address if different from residing address and

telephone number

Name:__________________________________________________________________________

Address: __________________________________________________________________________

Telephone no: ________________________

2. Trust created under_________________________________________________________________

(State under which Article or Paragraph or Item of the Will the trust was created)

3. Specific Trust title:_________________________________________________________________

(Example: For the benefit of a specific person (who), Family Trust, Marital Trust, Complex

Trust, Simple trust, Credit Shelter Trust, Charitable Trust, etc.)

4. Name of Trust Beneficiary

Residing Address

Interest Under Trust

________________________________________________________________________________

__________________________________________________________________

________________________________________________________________________________

5. The initial Trusteeship fee includes 1 Trustee Short Certificate. Do you wish to order additional trustee

shorts? ________ No ___________ Yes

How many? ______________

6. Where and when does the trustee(s) wish to qualify?

Trustee(s) appearing in Trenton Office __________No _____________ Yes

Trustee(s) appearing at a Satellite office __________ No __________ Yes

(If yes, indicate which satellite and call for an appointment)

Lawrence Satellite_________

(First Tuesday each month)

Robbinsville Satellite _______

(First Thursday each month)

Ewing Satellite _________

(Second Tuesday each month)

Pennington Satellite________

(Second Thursday each month)

Hamilton Satellite__________

(Third Tuesday each month)

Hopewell Satellite__________

(Third Friday each month)

E Windsor Satellite________

(Fourth Tuesday each month)

Princeton Twp Satellite________

(Fourth Thursday each month)

PLEASE NOTE: When making your appointment with the Surrogate’s Court for a satellite office, kindly

return this sheet together with a copy of the Death Certificate to this office at least 48 hours prior to the

appointment. To schedule an appointment contact Kelly at (609) 989-6336.

MERCER COUNTY SURROGATE’S COURT

P.O. BOX 8068

TRENTON, NEW JERSEY 08650

Fax: (609) 278-1242

Phone: (609) 989-6331

Email:

Information Sheet For Trusteeship Individual

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