Account Filing Checklist - Decedents Estate {10-132A}

COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION ACCOUNT FILING CHECKLIST · DECEDENT'S ESTATE ESTATE OF , DECEASED O. C. NUMBER OF ADDRESS & EMAIL ADDRESS PREPARER: ATTORNEY/ACCOUNTANT TELEPHONE NUMBER INSTRUCTIONS: Persons wishing to file an account must first complete this form, indicating in "preparer" column (YES or N/A) whether the items listed are included in the audit papers and/or the account. Items that are required in all cases are printed in BOLD. Upon review by the staff of the Clerk's Office, the account and related audit papers may be accepted for filing if complete or rejected if incomplete. ITEM O. C. CLERK [Pa. O.C. Rule 2.1(b)(4)(i)-(ii)] PREPARER 1) Account Cover Page and Summary Page 2) Account Signed by All Accountants and Verified by at Least One Accountant [Pa. O.C. Rule 2.1(b)(4)(iv)] 3) Petition for Adjudication/Statement of Proposed Distribution Signed by Counsel [Pa. O.C. Rule 2.4(e)] 4) Petition for Adjudication/Statement of Proposed Distribution Signed by at Least One Accountant [Pa. O.C. Rule 2.4(d)] 5) Petition for Adjudication/Statement of Proposed Distribution Verified by at Least One Accountant 6) If Will, Typed Copy of Will & Codicils [Pa. O.C. Rule 2.4(d)] 7) If Will, Copy of Will & Codicials Certified Correct 8) Copy of Letters Testamentary or Letters of Administration 9) Proof of Advertisement of Letters [Phila. O.C. Rule 2.4B(2)(b)] [Phila. O.C. Rule 2.4 B(2)(a)] [Phila. O.C. Rule 2.4 B(2)(a)] 10) Typed Copy of Inventory 11) Copy of Inventory Certified Correct 12) Statement of Method of Notice and Copy of Notice [Phila. O.C. Rule 2.4 B(2)(b)] [Pa.O.C.Rule 2.5] [Pa.O.C.Rule 4.4(a)(13)] 13) Notice of Charitable Gift to Attorney General 14) Petition to Appoint/Rrequest to Waive Guardian/Trustee Ad Litem 15) Inheritance Tax Receipts 16) Agreement of Compromise and Settlement 17) Agreement Regarding Accountant's Compensation 18) Certificate of Appointment of Foreign Fiduciary 19) Affidavit by Foreign Fiduciary 20) Income Accounting Waivers [Phila. O.C. Rule 2.4B(1)(f)] [Phila O.C. Rule 2.4B(1)(c)] [Phila O.C. Rule 2.4B(1)(d)] [Phila O.C. Rule 2.4B(8)(a)] [Phila O.C. Rule 2.4B(8)(b)] [Phila O.C. Rule 2.4B(1)(e)] REVIEWED BY DATE ACCEPTED REJECTED American LegalNet, Inc. www.FormsWorkFlow.com 10-132A (7-20-16)