FiduciaryBond

Description
This aggregate contains information relating to Fiduciary Bonds.

Type : Aggregate
DataType : FiduciaryBond_Type

Elements
AllowancePerMonthAmtThe monthly monetary amount of any court approved allowance.
AnyDisputesIndThis is used to indicate if there are any legal disputes.
AppointmentDtThe date of appointment of the described entity or person.
AuditFrequencyCdThis coded element identifies how often the insured or principal will be audited. This element uses the Frequency code list.
BeneficiariesThis aggregate contains the key elements for capturing beneficiary information.
BlockedAccountsIndAn indicator that the estate's assets will or will not be placed in blocked accounts.
CaseCauseNumberThe identifying number assigned to the litigation or action by the courts.
CaseTitleThe title of the probate as it appears in Court records, e.g., In the Matter of the Estate of John A. Doe, Deceased.
ContinuingBusinessForEstateIndIndicates whether or not the Principal will continue operating a business owned by the deceased/ward.
CourtApprovedAllowanceForWardIndAn indicator if the court has specified the use of certain funds to support the ward(s).
DeathDtThe date of death.
EstateInterestPctThe percentage of interest the Principal has as a beneficiary of the estate.
EstatesLiquidAssetsAmtThe actual or estimated worth of all liquid assets in the estate, e.g., cash, securities, bank accounts, etc.
IndebtedToEstateIndAn indicator if the Principal is indebted to the estate.
IsTheAppointmentOrWillBeingContestedIndDetermines if anyone is taking legal exception to either the name/appointed Administrator et al, of the Last Will and testament.
JointControlAssetsIndAn indicator that joint control of the estate's assets will or will not be exercised.
MiscPartyThis aggregate provides information about a miscellaneous individual or organization.
NatureEstateIdentification of the type of estate, e.g., deceased, minor, incapacitated, etc.
OtherSafeguardsDescDescription of any other safeguards that will be used with the estate's assets.
ProbateSummaryDescDescription of the details of the case.
SolePrincipalEstateBeneficiaryIndAn indicator if the Principal is the sole or principal beneficiary of the estate.
SucceedingAnotherFiduciaryIndAn indicator if there is or has been a previous fiduciary for the estate.
TotalEstateAssetsAmtThe actual or estimated worth of all the estate's assets.

Attributes
idThis attribute is an identifier to a specific element.