Tex. Prop. Code § 113.152

Contents Of Accounting

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Sec. 113.152. CONTENTS OF ACCOUNTING. A written statement of accounts shall show:

(1) all trust property that has come to the trustee's knowledge or into the trustee's possession and that has not been previously listed or inventoried as property of the trust;

(2) a complete account of receipts, disbursements, and other transactions regarding the trust property for the period covered by the account, including their source and nature, with receipts of principal and income shown separately;

(3) a listing of all property being administered, with an adequate description of each asset;

(4) the cash balance on hand and the name and location of the depository where the balance is kept; and

(5) all known liabilities owed by the trust.

Added by Acts 1983, 68th Leg., p. 3332, ch. 567, art. 2, Sec. 2, eff. Jan. 1, 1984.

SUBCHAPTER F. COMMON TRUST FUNDS

Notes of Decisions

Cited in 16 cases (3 in the last 5 years), 2002–2023 · leading case: Texas State Bank v. Amaro

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Texas State Bank v. Amaro (2002) tex “Tex. PROp.Code § 113.152. In the context of a terminating trust, the statutory requirements for an accounting form the basis winding up the trust to ascertain the balance due to the beneficiary.”

Grinnell v. Munson (2004) texapp “Tex. Prop.Code ANN. § 113.152 (Vernon 1995).”

In Re Estate of Dillard (2003) texapp “Tex. PROp.Code § 113.152 (Vernon 2001). Neither the original nor amended accounting proffered by Dillard complies with these directives.”

in the Matter of Bumstead Family Irrevocable Trust (2022) texapp · cites it 3× “Appellees further assert that we lack jurisdiction to review the provision of the July 20, 2020 order which requires Taylor to provide them with accountings for the trusts under 31 Texas Property Code § 113.152. See TEX. PROP.”

Deborah Patterson Howard Goughnour v. Robert H. Patterson, Jr., Trustee of the Deborah Patterson Howard Trust (2018) texapp “TEX. PROP. CODE ANN. § 113.152 (West 2014).”

Deborah Patterson Howard Goughnour v. Robert H. Patterson, Jr., Trustee of the Deborah Patterson Howard Trust (2019) texapp “TEX. PROP. CODE ANN. § 113.152 (West 2014).”

Woods v. McCarty (2020) arizctapp “But the superior court did not reach this issue, and the exhibits in the record on appeal are either partially redacted or so incomplete as to give little clue as to whether Michele actually received the information required in an accounting by Tex. Prop. Code § 113.152. We are…”

Darrell Williams, in His Capacity as Trustee As Independent of the Estate of Thea Elaine Williams-Douglas And Individual (2022) texapp “Marcia’s traditional motion for summary judgment asserted that Darrell breached his fiduciary duties to account and disclose, see Tex. Prop. Code § 113.152 (providing required contents of accounting); Montgomery v.”

Jennifer C. Cass and Nichole R. Malicoat v. Cheryl Anne Hughes, as Trustee of the Jimmy Celtyn Hughes QTIP Marital Trust (2023) texapp “See Tex. Prop. Code Ann. § 113.152 . Cass and Malicoat were also dissatisfied with Hughes’s response to their request for a formal accounting.”

Steven C. Grinnell v. David M. Munson, Nueces Minerals Co. and Tri-County Royalty Trust (2004) texapp “Tex. Prop. Code Ann. § 113.152 (Vernon 1995).”

Terry Anthony Wilson v. State (2003) texapp “Tex. Prop. Code §113.152 (Vernon 2001) . Neither the original nor amended accounting proffered by Dillard complies with these directives.”

the Estate of Iris Kirby Dillard (2003) texapp “Tex. Prop. Code §113.152 (Vernon 2001) . Neither the original nor amended accounting proffered by Dillard complies with these directives.”

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