164.915 - Transfer of amount from income to principal to make certain principal disbursements.

164.915  Transfer of amount from income to principal to make certain principal disbursements.

      1.  If a trustee makes or expects to make a principal disbursement described in this section, the trustee may transfer an appropriate amount from income to principal in one or more accounting periods to reimburse principal or to provide a reserve for future principal disbursements.

      2.  Principal disbursements to which subsection 1 applies include the following, but only to the extent that the trustee has not been and does not expect to be reimbursed by a third party:

      (a) An amount chargeable to income but paid from principal because it is unusually large, including extraordinary repairs;

      (b) A capital improvement to a principal asset, whether in the form of changes to an existing asset or the construction of a new asset, including special assessments;

      (c) Disbursements made to prepare property for rental, including tenant allowances, leasehold improvements and broker’s commissions;

      (d) Periodic payments on an obligation secured by a principal asset to the extent that the amount transferred from income to principal for depreciation is less than the periodic payments; and

      (e) Disbursements described in paragraph (g) of subsection 1 of NRS 164.905.

      3.  If the asset whose ownership gives rise to the disbursements becomes subject to a successive income interest after an income interest ends, a trustee may continue to transfer amounts from income to principal as provided in subsection 1.

      (Added to NRS by 2003, 1981)