COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION
ACCOUNT FILING CHECKLIST · GUARDIAN OF MINOR
ESTATE OF , MINOR 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.] 3a) COPY of DECREE/TYPED COPY of INSTRUMENT APPOINTING GUARDIAN
[O.C. Rule 6.9.D.(4)(a)]
4) STATEMENT of METHOD of NOTICE [O.C. Rule 6.9.D.(1)(f)] 5) STATEMENT OF FORMER MINOR [O.C. Rule 6.9.D.(4)(c)]
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
10-132 (Rev. 10/02)