633A.3110 Notice to creditors, heirs, and surviving spouse. 1. As used in this section, 'heir' means only such person who would, in an intestate estate, be entitled to a share under section 633.219. 2. The trustee may give notice as described in this section to creditors, heirs, and the surviving spouse of the settlor for the purpose of establishing their rights to contest the trustand to file claims against the trust assets. a. No later than the end of the one-year period beginning with the settlor’s date of death, the trustee may publish a notice once each week for two consecutive weeks in a daily orweekly newspaper of general circulation published in the county in which the settlor was aresident at the time of death. If the settlor was not a resident of Iowa, but the principal placeof administration is in Iowa, the trustee shall publish notice in the county that is the principalplace of administration pursuant to section 633A.6102. b. If notice is published pursuant to paragraph 'a', the trustee shall also give notice by ordinary mail within one year of the settlor’s death to the surviving spouse and the heirs of thedecedent whose identities are reasonably ascertainable, at 'a', the trustee shall also give notice by ordinary mail within one year of the settlor’s death to the surviving spouse and the heirs of thedecedent whose identities are reasonably ascertainable, at such person’s last known address. c. If notice is published pursuant to paragraph 'a', the trustee shall also give notice to creditors of the settlor who are known or reasonably ascertainable within the period for filingclaims specified in the published notice and who the trustee believes own or possess a claim,which will not or may not be paid or otherwise satisfied during the administration of the trust,by ordinary mail to each person at the person’s last known address. d. The notices described in this subsection shall, if given, include notification of the settlor’s death, and the fact that any action to contest the validity of the trust must bebrought within the later to occur of four months from the date of the second publicationof the notice made pursuant to paragraph 'a' or thirty days from the date of mailing ofthe notice pursuant to paragraph 'b', and that any claim against the trust assets will beforever barred unless proof of a creditor’s claim is mailed to the trustee by days from the date of mailing ofthe notice pursuant to paragraph 'b', and that any claim against the trust assets will beforever barred unless proof of a creditor’s claim is mailed to the trustee by certified mail,return receipt requested, within the later to occur of four months from the date of secondpublication of notice made pursuant to paragraph 'a' or thirty days from the date of mailingof the notice pursuant to paragraph 'b', if required. A person who is not entitled to receive amailed notice or who does not make a claim within the appropriate period is forever barredfrom asserting any claim against the trust or the trust assets. 3. If notice is published pursuant to subsection 2, paragraph 'a', claims of creditors that are discovered or which become reasonably ascertainable after the end of the notice periodare barred. 4. If notice is not published and given as provided in this section, the right to challenge the trust and file claims against the trust assets are limited as provided in sections 633A.3108and 633A.3109. 5. The notice described in subsection 2 shall be substantially in the following form: To all persons regarding..............................., deceased, who ovided in sections 633A.3108and 633A.3109. 5. The notice described in subsection 2 shall be substantially in the following form: To all persons regarding..............................., deceased, who died on or about........................................(date). You are hereby notifiedthat.......................... is the trustee of the................ Trust. Any action to contest the validity of the trust must be brought in the District Court of.... County, Iowa, within the later to occur of fourmonths from the date of second publication of this notice, or thirtydays from the date of mailing this notice to all heirs of the decedentsettlor and the spouse of the decedent settlor whose identities arereasonably ascertainable. Any suit not filed within this period shallbe forever barred. Notice is further given that any person or entity possessing a claim against the trust must mail proof of the claim to the trustee atthe address listed below via certified mail, return receipt requested,by the later to occur of four months from the date of the secondpublication of this notice or thirty days from the date of mailingthis notice if required, or the claim shall be forever barred, uested,by the later to occur of four months from the date of the secondpublication of this notice or thirty days from the date of mailingthis notice if required, or the claim shall be forever barred, unlesspaid or otherwise satisfied. Sat Dec 23 12:13:18 2023 Iowa Code 2024, Section 633A.3110 (27, 0) §633A.3110, IOWA TRUST CODE 2 Dated this............ day of........................(month),...............(year) .......................................................... Trust...............................................TrusteeAddress:.................................................................................... Date of second publication............ day of........................(month),................(year) 6. The proof of claim must be in writing stating the party’s name and address and describing the nature and amount of the claim, if ascertainable, and accompanied by anaffidavit of the party or a representative of the party verifying the amount that is due, orwhen the amount will become due, that no payments have been made on the claim that arenot credited, and that no offsets to the claim exist. 7. ntative of the party verifying the amount that is due, orwhen the amount will become due, that no payments have been made on the claim that arenot credited, and that no offsets to the claim exist. 7. At any time after receipt by the trustee of a proof of claim, the trustee may give the party submitting the claim a written notice of disallowance of the claim. The notice shallbe given by certified mail, return receipt requested, addressed to the party at the addressstated in the claim, and to the attorney of record of the party submitting the claim. Suchnotice of disallowance shall advise the party submitting the claim that the claim has beendisallowed and will be forever barred unless suit is filed against the trustee to enforce theclaim within thirty days of the date of the mailing of the notice of disallowance. If suit is filed,the provisions in chapter 633 relating to actions to enforce a claim shall apply with the trustand trustee substituted for the estate and personal representative. 8. The trustee and creditor may agree to extend the limitations period for filing an action to enforce the claim. ply with the trustand trustee substituted for the estate and personal representative. 8. The trustee and creditor may agree to extend the limitations period for filing an action to enforce the claim. If the creditor fails to properly file its claim within the established timeperiod or bring an action to enforce its claim within the established time period, the creditor’sclaim shall be forever barred. 9. The trustee shall give notice to the beneficiaries of the trust as required by section 633A.4213. 10. The trustee shall give notice to the surviving spouse of the right to elect to take an elective share of the trust as required by section 633.237 and the right to an allowance forthe surviving spouse and any dependents of the settlor residing with the surviving spouse asrequired by section 633A.3114. 11. The trustee shall give notice to eligible children not residing with the surviving spouse of their right to an allowance as required by section 633A.3115. 12. The form of notice set forth in subsection 5 may also contain the following optional language in substantially the following form which, if included, shall serve to bar any claimagainst the assets of the decedent’s estate in rth in subsection 5 may also contain the following optional language in substantially the following form which, if included, shall serve to bar any claimagainst the assets of the decedent’s estate in the same manner and subject to the samelimitations as provided in section 633A.3109 with respect to the assets of the trust: Notice is further given that the will of the decedent has been admitted to probate without present administration in the[above-named] court, that such will designates the trust as theresidual beneficiary of the estate, that all persons indebted to theestate of the decedent are requested to make immediate payment tothe undersigned trustee, and that any person or entity possessinga claim against the estate must mail proof of the claim to thetrustee at the address listed below by certified mail, return receiptrequested, by the later to occur of four months from the date ofthe second publication of this notice or thirty days from the date ofmailing this notice if required, or the claim shall be forever barred,unless paid or otherwise satisfied. 99 Acts, ch 125, §34, 109C2001, §633.31102005 Acts, ch 38, §54 Sat Dec 23 12:13:18 2023 Iowa Code 2024, Section 633A.3110 red, or the claim shall be forever barred,unless paid or otherwise satisfied. 99 Acts, ch 125, §34, 109C2001, §633.31102005 Acts, ch 38, §54 Sat Dec 23 12:13:18 2023 Iowa Code 2024, Section 633A.3110 (27, 0) CS2005, §633A.31102012 Acts, ch 1123, §21, 32; 2013 Acts, ch 90, §179; 2015 Acts, ch 30, §182; 2020 Acts, ch 1063, §364; 2022 Acts, ch 1084, §1 Referred to in §633A.3108, 633A.3109 Sat Dec 23 12:13:18 2023 Iowa Code 2024, Section 633A.3110 (27, 0)
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