Disclosure of information concerning beneficiaries
Sec. 4. (Disclosure of Information Concerning Beneficiaries)
(a) Any person may petition the court for disclosure of
information concerning beneficiaries or the trust estate. The court
may order the disclosure of all or any part of the information
requested in the petition only after the petitioner has shown both a
reasonable need for it and that the trustee has either refused or
neglected to provide the information on written request delivered to
the trustee.
(b) The court shall, upon petition, order the disclosure of the
identity of the beneficiaries or their agents, if any, and any other
information concerning the trust, in any case in which:
(1) in a trust of real estate, there is a violation of a state law or
an ordinance or resolution of a political subdivision relating to
the structure or condition of buildings, or the health and safety
of occupants of or visitors to buildings; or
(2) there has been or may be a deed, sale, lease, purchase,
mortgage, assignment or similar transfer of any interest in trust
property to or from any unit of state or local government or
agency or official thereof;
and the trustee has refused to disclose the identities of the
beneficiaries within a reasonable time after written demand.
(Formerly: Acts 1971, P.L.416, SEC.5.)
Last modified: May 27, 2006