633.752 Intermediate report of trustees. Unless specifically relieved from so doing by the instrument creating the trust or by order of the court, the trustee shall make a written report under oath to the court once each yearwithin ninety days of the close of the reporting period, and more often if required by the court.Such report shall state: 1. The period covered by the report.2. All changes in beneficiaries since the last previous report.3. Any changes in investments since the last previous report, including a list of all assets, and recommendations of the trustee for the retention or disposition of any property held bythe trustee. 4. A detailed accounting for all cash receipts and disbursements, and for all property of the trust, unless such accounting shall be waived in writing by all beneficiaries. [C66, 71, 73, 75, 77, 79, 81, §633.700]2005 Acts, ch 3, §105; 2007 Acts, ch 134, §18, 28; 2008 Acts, ch 1032, §87; 2010 Acts, ch 1086, §25 C2011, §633.752Referred to in §633.753 Sat Dec 23 11:28:16 2023 Iowa Code 2024, Section 633.752 (36, 0)
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