(1) A fiduciary shall allocate:

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Terms Used In Utah Code 22-3-402

  • Fiduciary: A trustee, executor, or administrator.
     (1)(a) to income an amount received as a distribution of income, including a unitrust distribution under Part 3, Unitrust, from a trust or estate in which the fiduciary has an interest, other than an interest the fiduciary purchased in a trust that is an investment entity; and
     (1)(b) to principal an amount received as a distribution of principal from the trust or estate.
(2) If a fiduciary purchases, or receives from a settlor, an interest in a trust that is an investment entity, Section 22-3-401, 22-3-415, or 22-3-416 applies to a receipt from the trust.