Free Account Filing Checklist - Guardian of Incapacitated Person - Pennsylvania

COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION

ACCOUNT FILING CHECKLIST · GUARDIAN OF INCAPACITATED PERSON
ESTATE OF , INCAP. O. C. NUMBER OF 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
[O.C. Rule 6.1]

PREPARER

1a) ACCOUNT COVERSHEET and SUMMARY PAGE

1b) ACCOUNT SIGNED by ALL ACCOUNTANTS/VERIFIED by at LEAST ONE ACCOUNTANT [O.C. Rule 6.1.A.]
2a) PETITION for ADJUDICATION & STATEMENT of PROPOSED DISTRIBUTION

filed [O.C. Rule 6.9.A.] 2b) PETITION for ADJUDICATION & STATEMENT of PROPOSED DISTRIBUTION SIGNED by EACH ACCOUNTANT [O.C. Rule 6.9.B.] 2c) PETITION for ADJUDICATION & STATEMENT of PROPOSED DISTRIBUTION VERIFIED by at LEAST ONE ACCOUNTANT
[O.C. Rule 6.9.B.]

3) COPY of DECREE or INSTRUMENT APPOINTING GUARDIAN

[O.C. Rule 6.9.D.(5)(a)]

4) STATEMENT of APPOINTMENT OF PERSONAL REPRESENTATIVE [O.C. Rule 6.9.D.(5)(b)] 5) STATEMENT of METHOD of NOTICE [O.C. Rule 6.9.D.(1)(f)] 6) AGREEMENT of COMPROMISE and SETTLEMENT [O.C. Rule 6.9.D.(1)(b)] 7) AGREEMENT REGARDING ACCOUNTANT'S COMPENSATION
[O.C. Rule 6.9.D.(1)(c)]

8a) CERTIFICATE of APPOINTMENT OF FOREIGN FIDUCIARY [O.C. Rule 6.9.D.(6)(a)] 8b) AFFIDAVIT by FOREIGN FIDUCIARY [O.C. Rule 6.9.D.(6)(b)] 9) CERTIFICATION REGARDING PRIOR FILED ORIGINALS [O.C. Rule 6.9.D.(7)]
REVIEWED BY DATE

ACCEPTED REJECTED
10-132D (Rec. 10/02)