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Level 2
June 15, 2024
Question

Is-help with my deceasedDads1310 form.A revocable trust. I’m an only child and everything was left to me. Part 1- check C? No court appoint. Part 2 How to fill it out?

  • June 15, 2024
  • 2 replies
  • 1 view
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2 replies

Level 15
June 15, 2024

Choose C and answer the questions following according to your situation. 

Level 15
June 15, 2024

Part I would be "C" if no court appointment.

 

 

Level 2
June 15, 2024

Thanks. In part 2, I’d put no for will? He had a revocable trust. Question 2A: am I a court appointed personal representative since there is a revocable trust? 

Level 15
June 15, 2024

@edwardtrixie wrote:

In part 2, I’d put no for will? He had a revocable trust.


Yes. A trust is not a will.

 

 

 


@edwardtrixie wrote:

....am I a court appointed personal representative since there is a revocable trust? 


No. You are not a court appointed representative by virtue of being a trustee of a trust.