Section 17453 Of Chapter 6. Transfer Of Trust From Another Jurisdiction From California Probate Code >> Division 9. >> Part 5. >> Chapter 6.
17453
. The petition for transfer shall set forth all of the
following:
(a) The names and places of residence of the following:
(1) The trustee administering the trust in the other jurisdiction.
(2) The proposed trustee to whom administration of the trust or
trust property will be transferred.
(b) The names, ages, and places of residence of all living
beneficiaries, as far as known to the petitioner.
(c) Whether administration of the trust has been subject to
supervision in a jurisdiction outside this state. If so, the petition
shall state whether a petition or appropriate request for transfer
of place of administration of the trust or trust property to this
state has been filed, if necessary, with the court in the other
jurisdiction, and the status of the petition or request.
(d) Whether the trustee proposed to administer the trust in this
state has agreed to accept the trust in this state. If the trustee
has agreed, the acceptance shall be attached as an exhibit to the
petition or otherwise filed with the court.
(e) A general statement of the qualifications of the trustee
proposed to administer the trust in this state and the amount of any
bond to be requested. If the trustee is an individual, the statement
shall include the trustee's age.
(f) A copy of the trust instrument or a statement of the terms of
the trust instrument in effect at the time the petition is filed,
including all amendments thereto.
(g) A statement of the character, condition, location, and value
of the trust property sought to be transferred.
(h) A statement of the reasons for the transfer.