Iowa Code

Iowa Code § 633A.6202 (2026)

Petitions — purposes of proceedings

✓ current as of July 2026

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1. Except as otherwise provided in section 633A.3103, a trustee, beneficiary, or other interested party of a trust may petition the court concerning the internal affairs of the trust or to determine the existence of the trust.

2. Proceedings concerning the internal affairs of a trust include proceedings to do any of the following:

a. Construe and determine the terms of a trust.

b. Determine the existence of any immunity, power, privilege, duty, or right.

c. Determine the validity of a trust provision.

d. Ascertain beneficiaries and determine to whom property shall pass or be delivered upon final or partial termination of the trust.

e. Settle accounts and pass upon the acts of any trustee, trust director, or trust protector, including the exercise of discretionary powers.

f. Instruct any trustee, trust director, or trust protector.

g. Compel the trustee to report information about the trust or account to the beneficiary.

h. Grant powers to or modify powers of any trustee, trust director, or trust protector.

i. Fix or allow payment of the compensation of the trustee or any trust director or trust protector or review the reasonableness of the compensation.

j. Appoint or remove any trustee, trust director, or trust protector.

k. Accept the resignation of any trustee, trust director, or trust protector.

l. Compel redress of a breach of trust by any available remedy.

m. Approve or direct the modification or termination of the trust.

n. Approve or direct the combination or division of trusts.

o. Authorize or direct transfer of a trust or trust property to or from another jurisdiction.

p. Determine liability of a trust for debts or the expenses of administration of the estate of a deceased settlor.

q. Determine any other issue that will aid in the administration of the trust. 99 Acts, ch 125, §95, 109 C2001, §633.6202 2002 Acts, ch 1119, §191; 2005 Acts, ch 38, §54, 55 CS2005, §633A.6202 2024 Acts, ch 1081, §2, 3 Referred to in §633A.4106, 633A.4107, 633A.4601, 633A.6301\n\n PART 3 SETTLEMENT AGREEMENTS AND REPRESENTATION \n

Notes of Decisions

Cited in 8 cases (3 in the last 5 years), 2017–2024 · leading case: Serena Konrardy & Carrie Rigdon, n/k/a Carrie Burmeister v. Vincent Angerer Trust & Dewitt Bank & Trust Co., as Tr. of the Vincent Angerer Trust (Iowa Ct. App. 2018).

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Serena Konrardy & Carrie Rigdon, n/k/a Carrie Burmeister v. Vincent Angerer Trust & Dewitt Bank & Trust Co., as Tr. of the Vincent Angerer Trust (Iowa Ct. App. 2018). · cites it 4× “§ 633A.6202(1) (stating a trust beneficiary may petition the court concerning the internal affairs of the trust).”

In the Matter of the Trust of Bobby Dean Churchill (Iowa Ct. App. 2024). · cites it 3× “See Iowa Code § 633A.6202(2)(a) (2022) (authorizing petitions to “[c]onstrue and determine the terms of a trust”).”

In the Matter of the Sievers Fam. Revocable Trust Dated July 17, 2002, Linda Barger Beneficiary-Appellant (Iowa Ct. App. 2017). · cites it 2× “Linda Barger appeals the district court’s ruling declining to invoke jurisdiction and intervene in her parents’ trust’s internal matters pursuant to Iowa Code section 633A.6202 (2013). AFFIRMED. Larry J.”

In the Matter of the Barbara Mills Trust Dated April 16, 2015, Molly Bodish, Tr.-Appellant. (Iowa Ct. App. 2017). · cites it 2× “See Iowa Code § 633A.6202 (2016). In time, the beneficiaries sought attorney fees.”

In the Matter of the Luella Taylor Trust & In the Matter of the Quentin L. Taylor Trust (Iowa Ct. App. 2018). · cites it 2× “See generally Iowa Code § 633A.6202(2)(a) (2017) (allowing trustee to petition the court to “[c]onstrue and determine the terms of a trust”).”

Shawn Shelton v. The Trust Created by the Jt. Trust Agreement of Larry E. Shelton & Katherine Shelton, Mary Joleen Pavelka, Jan Marie Gwinn, & Ann Jetora Mueller f/k/a Jetora Ann Mueller (Iowa Ct. App. 2021). · cites it 2× “When we issued our decision in late February 2020, ten motions were 6 The trustees include in their appellate briefing a motion to dismiss, arguing that because the district court found that Shawn is not a beneficiary “he lacks standing to prosecute the instant appeal” under…”

Maxwell R. Alberhasky v. George Rodney Alberhasky & Grayson H. Alberhasky (Iowa Ct. App. 2019). “”); § 633A.6202(1) (“[A] trustee or beneficiary of a trust may petition the court concerning the internal affairs of the trust or to determine the existence of the trust.”

In the Matter of the Trust of Kyle Mark Hane (Iowa Ct. App. 2024). “§ 633A.6202(2)(j) (noting proceedings concerning the internal affairs of the trust 7 include appointing a trustee).”

— Iowa Code § 633A.6202(1) — 2 cases

Serena Konrardy & Carrie Rigdon, n/k/a Carrie Burmeister v. Vincent Angerer Trust & Dewitt Bank & Trust Co., as Tr. of the Vincent Angerer Trust (Iowa Ct. App. 2018). “§ 633A.6202(1) (stating a trust beneficiary may petition the court concerning the internal affairs of the trust).”

— Iowa Code § 633A.6202(2) — 1 case

— Iowa Code § 633A.6202(2)(a) — 3 cases

In the Matter of the Luella Taylor Trust & In the Matter of the Quentin L. Taylor Trust (Iowa Ct. App. 2018). “See generally Iowa Code § 633A.6202(2)(a) (2017) (allowing trustee to petition the court to “[c]onstrue and determine the terms of a trust”).”

In the Matter of the Trust of Bobby Dean Churchill (Iowa Ct. App. 2024). “See Iowa Code § 633A.6202(2)(a) (2022) (authorizing petitions to “[c]onstrue and determine the terms of a trust”).”

— Iowa Code § 633A.6202(2)(j) — 2 cases

In the Matter of the Trust of Bobby Dean Churchill (Iowa Ct. App. 2024). “See Iowa Code § 633A.6202(2)(a) (2022) (authorizing petitions to “[c]onstrue and determine the terms of a trust”).”

In the Matter of the Trust of Kyle Mark Hane (Iowa Ct. App. 2024). “§ 633A.6202(2)(j) (noting proceedings concerning the internal affairs of the trust 7 include appointing a trustee).”

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