El texto completo de esta guía está en inglés; el resumen anterior está en su idioma. Los resúmenes de las leyes y el inglés siguen siendo la fuente de referencia.
Records · 5 min de lectura
The duty
20 Pa.C.S. §7780 provides that a trustee keeps adequate records of the trust's administration, keeps the trust property separate from the trustee's own, and causes it to be designated so that the trust's interest appears, where feasible, in records a third party maintains.
What the records feed
Each current beneficiary may request periodic written financial reports concerning the trust at least annually (20 Pa.C.S. §7780.3(i)(5)). Where reports are sent at least annually, each with a conspicuous written statement of the rule, the 30-month period for challenging a disclosed transaction runs from the report (§7785(a)) — which is why a report built from complete records matters.
Notices and searches
A trustee keeps a record of each notice and how it was sent (20 Pa.C.S. §7709). Where a person's identity or location is unknown and not reasonably ascertainable, the trustee keeps a written record of the efforts to find the person — the statute says to keep it indefinitely.
Las leyes, textualmente
Methods and waiver of notice - UTC 109
20 Pa.C.S. §7709 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Recordkeeping and identification of trust property - UTC 810
20 Pa.C.S. §7780 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Duty to inform and report
20 Pa.C.S. §7780.3 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Limitation of action against trustee
20 Pa.C.S. §7785 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Preguntas frecuentes
What records must a Pennsylvania trustee keep?
Adequate records of the administration, with trust property kept separate and designated as the trust's where feasible (20 Pa.C.S. §7780).
Can a Pennsylvania trustee use a personal bank account for the trust?
The statute has the trustee keep trust property separate from the trustee's own and designated as the trust's where feasible (20 Pa.C.S. §7780).
How long should a Pennsylvania trustee keep records?
The statute names one record to keep indefinitely — the efforts to find a person who could not be located (20 Pa.C.S. §7709); claims are generally barred five years after the events §7785(b) lists.
Lecturas relacionadas
El Centro de Aprendizaje es información general sobre la ley de Pensilvania — no es asesoría legal ni sustituye el consejo de un abogado de Pensilvania con licencia sobre sus hechos específicos. TrusteeClear es software, no un bufete.