As amended through November 14, 2024
Rule 101 - Appendix of Exhibits to Consent Petition(a) The party submitting the consent petition shall file contemporaneously an appendix of exhibits containing all documents relevant to the Court's review of the petition, including but not limited to: (1) The trust instrument;(2) The terms of any proposed modification of the trust's governing instrument;(3) A blacklined version of the proposed modified trust instrument or other appropriate document indicating plainly in what respect the proposed modified trust instrument differs from the current trust instrument;(4) Any orders relating to the trust instrument;(5) A family tree or other document showing the relationship to the trustor of those having a beneficial interest in the trust; and(6) Consents or statements of non-objection to the relief sought in the petition from all whose interest in the trust is affected by the petition, which may include, but shall not be limited to, consents from: (i) Trustees and other fiduciaries, unless they have otherwise signified their consent or non-objection to the petition by acting as a petitioner or accepting a fiduciary position;(ii) Trust beneficiaries, who will generally be those with a present interest in the trust and those whose interest in the trust would vest, without regard to the exercise or non-exercise of a power of appointment, if the present interest in the trust terminated on the date the petition is filed;(iii) The trustor of the trust, if living; and(iv) All other persons having an interest in the trust according to the express terms of the trust instrument (such as, but not limited to, holders of powers and persons having other rights, held in a nonfiduciary capacity, relating to trust property).