About Model Charitable Remainder Unitrust Account
This account presents a detailed financial statement of trust administration transactions and balances for a charitable remainder unitrust established by deed.
When you'd use it: Filed periodically (typically annually or as required by the trust instrument) to report to the court and interested parties the trustee's management of principal and income during the accounting period.
Where to get the official form
The official version of Model Charitable Remainder Unitrust Account is published as a PDF by the Pennsylvania courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:
Download Model Charitable Remainder Unitrust Account (PDF) →
Source: pacourts.us
Link last checked: May 31, 2026
How to file Model Charitable Remainder Unitrust Account in Pennsylvania
- Step 1 — Confirm you have the correct formUse Model Charitable Remainder Unitrust Account when filed periodically (typically annually or as required by the trust instrument) to report to the court and interested parties the trustee's management of principal and income during the accounting period. Double-check it's the right form for your situation — Pennsylvania probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
- Step 2 — Complete every required fieldFill out Model Charitable Remainder Unitrust Account carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
- Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
- Step 4 — File it with the correct courtSubmit Model Charitable Remainder Unitrust Account to the probate court or county clerk handling the estate — usually in the Pennsylvania county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).