Free Account Filing Checklist - Trust (Testamentary/Inter Vivos) - Pennsylvania

COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION

ACCOUNT FILING CHECKLIST · TRUST (TESTAMENTARY/INTER VIVOS)
ESTATE OF ,DECEASED/SETTLOR 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

PREPARER

1a) ACCOUNT COVERSHEET and SUMMARY PAGE [O.C. Rule 6.1] 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) TYPED COPY of TRUST INSTRUMENT 3b) CERTIFIED CORRECT
[O.C. Rule 6.9.D.(3)(b)] [O.C. Rule 6.9.D.(3)(b)]

4a) ORIGINAL TRUST INSTRUMENT/ORIGINAL LETTERS TESTAMENTARY
[O.C. Rule 6.9.D.(3)(a)]

4b) CERTIFIED CORRECT

[O.C. Rule 6.9.D.(3)(b)]

5a) STATEMENT of METHOD of NOTICE [O.C. Rule 6.9.D.(1)(f)] 5b) NOTICE OF CHARITABLE GIFT TO ATTORNEY GENERAL [O.C. Rule 5.5] 6) PETITION to APPOINT/REQUEST to WAIVE GUARDIAN/TRUSTEE AD LITEM
[O.C. Rule 12.4.A.]

7) INHERITANCE TAX RECEIPTS

[O.C. Rule 6.9.D.(1)(e)]

8) AGREEMENT of COMPROMISE and SETTLEMENT [O.C. Rule 6.9.D.(1)(b)] 9) AGREEMENT REGARDING ACCOUNTANT'S COMPENSATION [O.C. Rule 6.9.D.(1)(c)] 10a) CERTIFICATE of APPOINTMENT OF FOREIGN FIDUCIARY 10b) AFFIDAVIT by FOREIGN FIDUCIARY
[O.C. Rule 6.9.D.(6)(b)] [O.C. Rule 6.9.D.(6)(a)]

11) CERTIFICATION REGARDING PRIOR FILED ORIGINALS [O.C. Rule 6.9.D.(7)] 12) INCOME ACCOUNTING WAIVERS [O.C. RULE 6.9.D.(1)(d)]

REVIEWED BY

DATE

ACCEPTED REJECTED
10-132B (Rev. 10/02)