NY Lien L § 76 (2021)
2021 New York Laws LIE - Lien Article 3-A - Definition and Enforcement of Trusts 76 - Right of Beneficiaries to Examine Books or Records and Make Copies, or to Receive Statement.

§  76.  Right  of  beneficiaries  to examine books or records and make   copies, or to receive statement. 1. Any beneficiary of the trust holding   a trust claim shall be entitled, upon request, after the  expiration  of   thirty days from the date his trust claim became payable, and thereafter   not oftener than once in each month, (a) to examine the books or records   of the trustee with respect to the trust, and to make copies of any part   or  parts  thereof  relating  to  the trust; or (b) at the beneficiary's   option to receive a verified statement setting forth  the  entries  with   respect to the trust contained in such books or records.2.  Request  for such examination and to make such copies, or for such   verified statement, shall be made in writing  served  personally  or  by   registered  or  certified mail. The request shall contain a statement of   the  name  and  address  of  the  beneficiary,  a  description  of   the   improvement  of  real  property,  or  home  improvement,  or  the public   improvement sufficient to identify it and to identify the trust,  and  a   statement  of  the  nature of the trust claim sufficient to identify it,   the amount then due and unpaid, and the due date thereof.3. Unless otherwise agreed, the examination and copying shall  be  had   within  ten  days  after  service  of the request, at a place within the   county  in  which  the  improvement,  or  home  improvement,  or  public   improvement is situated, designated by the trustee within such ten days,   and at a time during usual business hours, so designated by the trustee.   The  examination  and  copying  may be made by the beneficiary or by his   agent duly authorized in writing.4. Within  ten  days  after  service  of  a  request  for  a  verified   statement,  the  trustee  shall  serve upon the beneficiary named in the   request a statement, subscribed by the trustee or an officer thereof and   verified on his own knowledge, setting forth the entries with respect to   the trust contained in the books or records kept by the trustee pursuant   to section seventy-five and the names and addresses  of  the  person  or   persons  who,  on  behalf  of  or  as  officer, director or agent of the   trustee, made or consented to the making of the payments shown  in  such   statement.5.  A  trustee  to  whom a request is made for examination of books or   records and for copying therefrom or for a verified statement of entries   in books or records may apply to any court  having  jurisdiction  of  an   action  to  enforce the trust, to vacate such request on the ground that   the person making the request is not entitled to  such  examination  and   copying  or  to  receive such verified statement. If a trustee on whom a   request for examination and copying  or  for  a  verified  statement  is   served  as  provided in this section shall refuse to comply therewith or   shall fail to comply therewith within ten days, or shall  apply  to  the   court  for  an order to vacate the request, the beneficiary may apply to   such court for an order directing  that  the  trustee  comply  with  the   request.  Such  application  may  be  made in either case on three days'   notice and may be determined summarily upon affidavits of the parties.6. This section does not limit the power of the  court  in  an  action   pursuant to section seventy-seven of this chapter or in any other action   or  proceeding  affecting  trust assets or involving trust claims or the   administration  of  the  trust,  to  give  directions  with  respect  to   production or examination of any books or records of the trustee.