FORMS FOR USE BEFORE THE REGISTER OF WILLS AND THE
FORMSFOR USEBEFORE THEREGISTER OF WILLSAND THEORPHANS’ COURT DIVISIONIN PHILADELPHIA
FOREWORDIt is with great pleasure that the Probate and Trust Law Sectionof the Philadelphia Bar Association presents this 2002 edition of“Forms for Use Before the Register of Wills and Orphans’ CourtDivision in Philadelphia,” informally referred to as “The GreenBook.” The purpose of this version, as was the purpose of itspredecessors, is to provide those who practice in the PhiladelphiaOrphans’ Court Division with a tool - a good forms book.This book would not have been possible without the diligentefforts and the dedication of a great many people to whom heartfeltthanks is owed: the hardworking members of the Section’s “GreenBook” Committee, who wrote the materials presented: Mary JaneBarrett, Susan G. Collins, Kim D. Fetrow, Julia B. Fisher, Kevin P.Gilboy, Leanna J. Harmon, Martha R. Hurt, Steven R. Klammer,George Mathew, John F. Raimondi, Margaret E. W. Sager,Elizabeth D. Shevlin, Nina Booz Stryker and Margaret G.Thompson; the tireless editorial team: George S. Forde, Jr.,Eugene H. Gillin and Ralph N. Teeters; and, the patient Chairs ofthe Section who supported our efforts throughout: Linda A. Fisher,Benjamin R. Neilson, Margaret E. W. Sager, Edmund L. Harvey, Jr.and Norman E. Donoghue, II.The greatest thanks and appreciation are also extended to oursponsor, Wachovia Wealth Management.It should be emphasized that the forms included in this volumerepresent the Committee’s view of suggested forms for practice inaccordance with the current Court rules and statues which govern ourpractice. As each case is uniquely different and the rules and statutesare in constant flux, each practitioner should consult the latest rulesand statutes and use the materials contained in this volume merely as aguide in shaping pleadings to reflect his or her own case.Daphne Goldman, ChairThe "Green Book" CommitteeProbate and Trust Law SectionPhiladelphia Bar Association
ACKNOWLEDGMENTThe Philadelphia Orphans’ Court is privileged to be the ultimatebeneficiary of the Philadelphia Bar Association Probate and TrustLaw Section’s 21st century revision of “Forms for Use Before theRegister of Wills and the Orphans’ Court Division in Philadelphia” –the Green Book.The quality of practice in the Orphans’ Court will be greatlyenhanced by the updates to this well-respected form book, whichprovides novice and experienced Orphans’ Court practitioners withsuggested forms which follow the relevant statutes and rules of court incommon situations. Lawyers who utilize well prepared samples insurepleadings with fewer mistakes, and the Court is thus enabled toadjudicate matters with greater ease and efficiency.In addition, this latest edition incorporates the advances oftechnology by providing links to computerized forms which can bedownloaded from the Court’s website, contributing to the quality ofthe work-product and ultimate convenience to the practitioner.The many volunteers of the Probate and Trust Law Section are to becommended for many hours of work which resulted in this superbaddition to the Orphans’ Court practitioner’s library, and thegenerosity of Wachovia Wealth Management in underwriting itspublication is gratefully acknowledged.Joseph D. O’KeefeAdministrative JudgeOrphans’ Court Division
TABLE OF CONTENTSCHAPTER 1GENERAL FORM OF PETITION1.1General Types of Petitions1.2General Requirements of a PetitionForm furnished: Cover Sheet1.3General Form of Caption1.4General Form of Affidavit or Verification1.5Orphans’ Court Division Number1.6Common Orphans’ Court Filing ProblemsForms Furnished:Account Filing Checklist - Guardian of MinorAccount Filing Checklist - Decedent’s EstateAccount Filing Checklist - Trust (Testamentary/Inter Vivos)Account Filing Checklist - Guardian of Incapacitated PersonMinors and Incapacitated Person Litigation ChecklistWrongful Death and Survival Actions Checklist1.7CHAPTER 2Form of Completed Petition and AnswerPROCEDURE2.1Praecipe2.2Notice Letter and Certification2.3Affidavit of Service2.4Petition for Production of Documents2.5Petition to Open and Review an Adjudication based upon anErroneous Statement of Fact2.6Petition for Declaratory Judgment2.7Enforcement Procedure2.7.1Petition for Citation to Show Cause Why an AccountShould Not be Filed in Accordance with Section 3501.1of the PEF Code2.7.2Petition for Order to File an Account2.7.3Petition for Citation for Writ of Attachment2.7.4Petition for Attachment Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
TABLE OF CONTENTSCHAPTER 33.1APPEALING AN ACTION OF THE REGISTER OF WILLSAppealing the Register’s ActionForm Furnished: Appeal from Register of Wills3.2Petition to the Orphans’ Court Division to Show Cause Why theAction of the Register in Admitting to Probate a Certain WillShould Not Be Set Aside and a Later Will Admitted to Probate3.3Petition to the Orphans’ Court Division to Show Cause Why anAppeal from the Register Should Not Be Sustained for Lack ofTestamentary Capacity and Undue InfluenceCHAPTER 4ADMINISTRATION OF ESTATES AND TRUSTS4.1Notice of Beneficial Interest in Estate under Rule 5.64.2Certification of Notice Under Rule 5.64.3Petition for Leave to Continue Decedent’s Business In Accordancewith 20 Pa. C.S.A. §33144.4Notice of Claim in Accordance with 20 Pa. C.S.A.§3532(b)(2)4.5Petition for Leave to Compromise in Accordance with20 Pa. C.S.A. §33234.6Disclaimer in Accordance with 20 Pa. C.S.A. §62014.7Petition to Divide a Trust into Separate Trusts in Accordance with20 Pa. C.S.A. §71914.8Petition to Fix the Amount of Additional Security Upon Sale by anAdministrator of Real Property in Accordance with20 Pa. C.S.A. §33514.9Petition to Terminate Trust under Pa. C.S.A. §6102CHAPTER 5FAMILY EXEMPTION, ELECTIVE SHAREAND MISCELLANEOUS PETITIONS5.1Claim for Family Exemption in Accordance with20 Pa. C.S.A. §31215.2Election to Take under Will and Conveyances5.3Election to Take an Elective Share ib Accordance with20 Pa. C.S.A. §2203(a) Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
TABLE OF CONTENTS5.4Petition to Extend the Time to Take an Elective Share inAccordance with 20 Pa.C.S.A. §2210(b)5.5Petition to Enforce the Rights of an Electing Spouse inAccordance with 20 Pa. C.S.A. §2211(c)5.6Petition to Restrain the Payment or Transfer of Property inAccordance with 20 Pa. C.S.A. §2211(d)5.7Petition for Settlement of Small Estate in Accordance with20 Pa. C.S.A. §31025.8Petition For Settlement Of Insolvent Estate Under20 Pa. C.S.A. §33925.9Petition for Finding of Death in Accordance with20 Pa. C.S.A. §5701CHAPTER 6INVENTORY, ACCOUNTS AND DISTRIBUTION6.1Inventory6.2Petition for Citation to Show Cause Why an Inventory ShouldNot Be Filed in Accordance with 20 Pa. C.S.A. §33016.3Executor’s and Trustee’s Accounts6.3.1Executor’s Account6.3.2Trustee’s Account6.4Preliminary Audit Statement6.5Petition for Appointment of Guardian ad Litem and Trusteead Litem in Accordance with Rule 12.4.A6.6Waiver of Ad Litem Appointment6.7Notice of Charitable GiftForm furnished: Notice of Charitable Gift6.8Audit Notice Letter6.9Appearance SlipForm furnished: Appearance Slip6.10Petition for Adjudication and Statement of Proposed Distribution Decedent’s Estate6.11Objections to Account6.12Exception to Adjudication6.13Schedule of Distribution Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
TABLE OF CONTENTS6.14Notice of Filing of Schedule of Distribution6.15Excerpt from Schedule of Distribution for Recording Awardof Real EstateForm furnished: Excerpt from Schedule of Distribution6.16Petition for Order to Pay Award6.17Satisfaction of Award6.18Receipt, Release, Refunding and Indemnification AgreementCHAPTER 7PROCEEDINGS INVOLVING MINORS7.1Petition for the Appointment of a Guardian of the Estateof a Minor under the Age of 14 Years in Accordance with20 Pa. C.S.A. §5111(a)7.2Petition for the Appointment of a Guardian of the Estate of aMinor under the Age of 14 Years in Accordance with20 Pa. C. S.A. §5111(a) to Bring Litigation7.3Petition for the Appointment of a Guardian of the Person of aMinor under the Age of 14 Years in Accordance with20 Pa. C.S.A. §5111 (a)7.4Petition for the Appointment of a Guardian of the Estate of aMinor over the Age of 14 Years in Accordance with20 Pa. C. S.A. §5111(a), and for the Deposit of Funds intoa Restricted Bank Account in Lieu of the Entry of Security inAccordance with Philadelphia Rule 12.5.37.5Petition for Distribution of Principal for the Education of aMinor in Accordance with 20 Pa. C.S.A. §51647.6Petition for the Appointment of a Successor Custodian underthe Pennsylvania Uniform Transfers to Minors Act inAccordance with 20 Pa. C.S.A. §5318(d)Chapter 88.1PROCEEDINGS INVOLVING INCAPACITATEDPERSONSPetition for Adjudication of Incapacity and for Appointment ofGuardian of the Estate and Person in Accordance with20 Pa. C.S.A. §5511 Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
TABLE OF CONTENTS8.2Petition for Appointment of Emergency Guardian of the Personin Accordance with 20 Pa. C.S.A. §55138.3Annual Report of Guardian of the Estate of an IncapacitatedPersonForm Furnished: Annual Report of Guardian of the Estate8.4Annual Report of Guardian of the Person of an IncapacitatedPersonForm furnished: Annual Report of Guardian of the Person8.5Petition for Allowance from Incapacitated Person’s Estate to Payfor the Maintenance of the Incapacitated Person in Accordancewith 20 Pa. C.S.A. §5536(a) and to pay Counsel Fees8.6Petition for Adjudication of Capacity in Accordance with20 Pa. C.S.A. §55178.7Petition To Create Funeral Expense Trust In Accordance with20 Pa. C.S.A. §55378.8Petition For Approval of Gifts on Behalf of Incapacitated PersonPursuant to 20 Pa. C.S.A. §5536(b)CHAPTER 9APPOINTMENT, REMOVALAND DISCHARGE OF FIDUCIARIES9.1Petition for Appointment of Trustee in Accordance with20 Pa. C.S.A. §71019.2Petition for Confirmation of Appointment of Trustee9.3Petition for Removal of Trustee in Accordance with20 Pa. C.S.A. §71219.4Petition to the Orphans’ Court Division to Show Cause WhyAdministrator Should Not Be Removed in Accordance with20 Pa. C.S.A. §§3182 and 31839.5Petition for Discharge of Personal Representative and Surety inAccordance with 20 Pa. C.S.A. §31849.6Petition for Change of Situs of Trust in Accordance with20 Pa. C.S.A. §725CHAPTER 1010.1INHERITANCE TAXForms and Disputed Tax Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
TABLE OF CONTENTS10.2Protest10.3Appeal from Register and Petition for Citation to Show Cause whyAppeal from Notice of Appraisement should not be sustainedForm Furnished: Appeal from Register of WillsCHAPTER 11SETTLEMENT OR COMPROMISE OF ACTIONSINVOLVING MINORS, INCAPACITATED PERSONS,OR WRONGFUL DEATH CLAIMS11.1General Rules and Procedures11.2Minors and Incapacitated Persons Litigation ChecklistForm Furnished11.3Petition for Leave to Settle or Compromise Minor’s Action11.4Petition for Leave to Settle or Compromise an IncapacitatedPerson’s Action (with Special Needs trust and StructuredSettlement)11.5Affidavit Confirming Compliance with Order (Minor/IncapacitatedPerson Action)11.6Petition for Approval to Special Needs Trust under42 U.S.C. §1396p(d)(4)(A) for Disabled Minor/IncapacitatedPerson11.7Special Needs Trust11.8Petition for Allowances from Special Needs Trust11.9Notice of Filing of Wrongful Death Action Pursuant toPa. R.C.P. 2205 and Phila. R.Civ.P. *220611.10Wrongful Death and Survival Actions ChecklistForm Furnished11.11Petition for Leave to Settle or Compromise Wrongful Deathand Survival Action11.12Consent to Settlement of Wrongful Death and Survival Action11.13Notice of Filing of Petition to Settle Wrongful Death and SurvivalActions Pursuant to Phila. Civ. R. *2206(B)11.14Affidavit Confirming Compliance with Order (WrongfulDeath/Survival Action) Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
CHAPTER 1GENERAL FORM OF PETITION1.1GENERAL TYPES OF PETITIONSThere are two petition procedures to begin proceedings in Orphans’ Court Division (the“Orphans’ Court”). Both require filings with the Clerk of the Orphans’ Court (the “Clerk”).One must decide whether a Rule 1.2.A petition, as so designated in the PhiladelphiaOrphans’ Court Rules (the “Rules”), or a petition for citation under Rule 3.5.B, isappropriate.A Rule 1.2.A petition is used when a party wishes court approval of a proposed act.Typically, this would be approval to invade principal held in a restricted account, leave totake discovery, the appointment of a guardian for a minor, or a request for the fixing ofadditional security in order to sell real estate.A Rule 1.2.A petition, when filed, is held by the Clerk for the requisite twenty days underthe Rules. Counsel is required to give notice to and serve a copy of the petition on allinterested parties at the time of filing. The notice must state that an answer may be filed withthe Clerk within twenty days, and that failure to file an answer will result in the matter goingbefore the court as uncontested. See 3.2. A copy of the notice letter must be attached to thepetition as an exhibit. No notice is required of a Rule 1.2.A petition when the consents of allinterested parties are attached to the petition.Counsel should indicate on the cover sheet which is affixed to the petition whether noticeis required and whether the joinders of all parties are attached. If no notice is required or alljoinders are attached, the petition would then be sent by the Clerk directly to the MotionJudge.If a party wishes to compel another party to perform an act, then a petition for citation underRule 3.5.B must be filed, in which the individual is cited to show cause why he should notbe compelled to perform the designated act. A citation is a writ issued out of a court ofcompetent jurisdiction, commanding a person or entity named therein to appear on a daynamed and do something therein mentioned, or show cause why the person or entity shouldnot. The purpose of a citation is to obtain in personam jurisdiction over a person or entity.If a citation is required, counsel should prepare a petition requesting the court to issue acitation. The petition would fall under Rule 1.2.A.(1) as a petition for which no notice isrequired. Once the petition has been approved by the court, the Clerk will prepare the Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.1GENERAL TYPES OF PETITIONScitation to be served by counsel upon all interested parties along with a copy of the petition.The preliminary decree awarding the citation states that the citation is “Returnable sec. leg.”(meaning “returnable according to law”). The Clerk typically fixes a return date of forty-fivedays from the date the judge signs the preliminary decree. Pursuant to Section 765 of theProbate, Estates and Fiduciaries Code (the “PEF Code”), when no time is specifically fixedby the Orphans’ Court, the citation is effective for six months from the date the judge awardsthe citation. Under the Orphans’ Court Rules, any party cited must be given at least twentydays notice in which to file an answer with the Clerk. Service of the citation and petition maybe made by an adult person, by the Sheriff of the county wherein the citation issued, or bydeputized service by the Sheriff of any county in which service can be had. The citation canalso be served by registered mail, by publication, or written acceptance of service by or onbehalf of the person to whom the citation is directed. After service of the citation and petitionhas been made, the original citation with proof of service must be filed with the Clerk. If theparty to whom a citation has been awarded fails or is unable to serve the citation and petitionwithin the time provided, an alias citation may be requested. In the event the party to whoman alias citation has been awarded fails or is unable to serve the citation and petition withinthe time provided, a pluries citation may be requested. Any subsequent citations requestedare also called pluries citations. Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.2GENERAL REQUIREMENTS OF A PETITIONGenerally, a petition should contain the following:1.A preliminary decree page attached to the front of the petition where indicated.2.A decree page attached to the front of the petition (except for petitions filed with theRegister of Wills).3.The petition itself which should contain:a. A caption, which should include a heading stating the purpose of the petition(see 1.3);b. A statement of the facts in numbered paragraphs conforming to therequirements of the applicable court rule;c. A request for the relief desired; andd. The signature of the petitioner with his name typed under it.4.An affidavit or verification (see 1.4).5.Any required exhibits, consents or approvals. With respect to petitions requiringnotice, counsel’s certification listing the persons notified, stating the date and mannerof service, together with a copy of the notice given, should be attached to the petitionas a separate exhibit.6.A cover sheet in the form required by the Orphans’ Court. The form of cover sheetmay be obtained from the Court’s website http://courts.phila.gov/forms.html [copyon following page].The petition should be prepared on 8-1/2” x 11” paper and should be typewritten (doublespaced) or printed. See Rule 1.2.A, Sup. Ct. O.C. Rule 3.4 and Rule 3.4.A. Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
FOR COURT USE ONLYCourt of Common Pleas of Philadelphia CountyOrphans’ Court DivisionASSIGNED TO JUDGECONTROL NO.Cover SheetResponding parties must include this number on all filings.NAME OF ESTATEORPHANS’ COURT NUMBERTYPE OF ESTATE9 Decedent's Estate9 Principal (power of attorney)9 Trust Inter Vivos9 Non-Profit Corporation9 Testamentary Trust9 Other (specify)9 Incapacitated Person9 MinorFILING PARTY'S RELATIONSHIP TO ESTATEPLEADING OR DOCUMENT FILEDNAME OF FILING PARTY (NOT COUNSEL FOR THE PARTY)ADDRESSATTORNEYS MUST CHECK ONE BOXTO THE CLERK OF ORPHANS' COURT:9 Kindly enter my appearance on behalf of9 I have entered my appearance on behalf ofNAME OF FILING ATTORNEY OR PARTYPHONE NUMBERADDRESSFAX NUMBERSUPREME COURT IDENTIFICATION NO.E-MAIL ADDRESSSIGNATURE OF FILING ATTORNEY OR PARTYDATEOTHER PARTIES (Name, address, and telephone number of unrepresented parties or all counsel already of record. If needed, use separate sheet.)A STAMPED, SELF-ADDRESSED ENVELOPE MUST BE ATTACHED FOR EACH ATTORNEY OF RECORD ANDUNREPRESENTED PARTIES (FOR PRELIMINARY DECREES ATTACH AN ENVELOPE FOR THE FILING PARTY ONLY).Is notice required?9 No9 Yes. Copy of notice attached to pleading.Date of Notice:9 Yes. All joinders are attached.If Citation is requested:1. Was Citation against Respondentpreviously issued?9Yes9Has another petition been decided in this case?9NoIs another petition pending?No2. If yes, date of service:9Yes99YesNoIf yes, identify the Judge:FOR COURT USE ONLY - FIRST FILINGS ONLY (If Applicable)DATE OF BIRTHDATE OF DEATHREGISTER OF WILLS NUMBERDATE OF DEED OF TRUSTThe Filing Party shall complete the information at the bottom of the Cover Sheet filed with the Clerk, and not the service copies. The informationwill only be used by the Clerk. The Clerk shall not release this information to the general public. Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.3GENERAL FORM OF CAPTION1.3.1With respect to petitions filed in the Orphans’ Court, the caption appearing on the decreepage and on any consents or approvals should read as follows:IN THE COURT OF COMMON PLEAS OFPHILADELPHIA COUNTY, PENNSYLVANIAORPHANS’ COURT DIVISIONof 20No.Estate of JOSEPH B. DUNN, DeceasedDECREE1.3.2The caption appearing on petitions, answers and replies filed in the Orphans’ Court shouldread as follows:IN THE COURT OF COMMON PLEAS OFPHILADELPHIA COUNTY, PENNSYLVANIAORPHANS’ COURT DIVISIONNo.of 20Estate of JOSEPH B. DUNN, DeceasedPETITION FOR [title of petition]To the Honorable, the Judges of said Court: Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.3GENERAL FORM OF CAPTION1.3.3The caption appearing on petitions filed with the Register of Wills should read as follows:REGISTER OF WILLS OFPHILADELPHIA COUNTY, PENNSYLVANIANo.of 20Estate of JOSEPH B. DUNN, DeceasedPETITION FOR [title of petition], Register of Wills of Philadelphia County:To the Honorable1.3.4With respect to petitions to settle or compromise actions involving minors, incapacitatedpersons, or wrongful death claims which are filed in the Trial Division, the caption appearingon the order page and on any consents or approvals should read as follows:IN THE COURT OF COMMON PLEAS OFPHILADELPHIA COUNTY, PENNSYLVANIAFIRST JUDICIAL DISTRICTJOHN DUNN, by his Guardian,HENRY DOEv.THOMAS WHITE::::::CIVIL TRIAL DIVISIONAPRIL TERM, 20NO. 3050ORDER Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.3GENERAL FORM OF CAPTION1.3.5The caption appearing on petitions, answers and replies filed in the Trial Division shouldread as follows:IN THE COURT OF COMMON PLEAS OFPHILADELPHIA COUNTY, PENNSYLVANIAFIRST JUDICIAL DISTRICTJOHN DUNN, by his Guardian,HENRY DOEvTHOMAS WHITE::::::CIVIL TRIAL DIVISIONAPRIL TERM, 20NO. 3050PETITION [title of petition]To The Honorable, the Judges of the said Court: Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.4GENERAL FORM OF AFFIDAVIT OR VERIFICATION1.4.1The affidavit to be executed by an individual should read as follows:COMMONWEALTH OF PENNSYLVANIACOUNTY OF PHILADELPHIA)) ss.)Jane R. Dunn, being duly sworn according to law, deposes and says that the facts setforth in the foregoing petition are true and correct to the best of her knowledge, informationand belief [ and that all adult parties in interest have consented to this petition]. Bracketed material should appear when appropriate. See Philadelphia Orphans’ Court Rule 3.4.A(4).Jane R. DunnPetitionerSworn and subscribed to beforeme thisday of, 20.Notary Public Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.4GENERAL FORM OF AFFIDAVIT OR VERIFICATION1.4.2The affidavit to be executed on behalf of a corporate fiduciary should read as follows:COMMONWEALTH OF PENNSYLVANIACOUNTY OF PHILADELPHIA)) ss.)Thomas Morgan, being duly sworn according to law, deposes and says that he is avice-president of the above named Upstanding Trust Company and that the facts set forth inthe foregoing petition are true and correct to the best of his knowledge, information andbelief [ and that all adult parties in interest have consented to this petition]. Bracketed material should appear when appropriate. See Philadelphia Orphans’ Court Rule 3.4.A.(4).Thomas MorganPetitionerSworn and subscribed to beforeme thisday of, 20.Notary Public Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.4GENERAL FORM OF AFFIDAVIT OR VERIFICATION1.4.3Sample Verification. The verification to be executed by an individual (the form can bemodified for execution by a corporate fiduciary) should read as follows:I, Thomas Morgan, verify that I am the Petitioner in the within petition, and that thefacts contained in the foregoing petition are true and correct to the best of my knowledge,information and belief; and that this verification is subject to the penalties of 18 Pa. C.S.A.§4904 relative to unsworn falsification to authorities.Thomas MorganPetitionerDated: Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.5ORPHANS’ COURT DIVISION NUMBERWhen a petition, account or any document is filed for the first time in the Orphans’ Court,the Clerk will assign an Orphans’ Court number. This number will remain the same on anyfuture filings in that matter (decedent’s estate, minor’s estate, incapacity proceeding or trust).It is always a different number from the one which may have been previously assigned bythe Register of Wills.This number is easily found in the Orphans’ Court Number Index Book in the Clerk’s officeand should be used on all pleadings for that matter or on the Orphans’ Court Online DocketAccess system, available through the Court’s website http://courts.phila.gov/cpo.html. Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.6COMMON ORPHANS’ COURT FILING PROBLEMSCommon Orphans’ Court filing problems are:1.Failure to have a completed cover page, which should include the individualattorney’s full name with identification number, address and telephone number, onall pleadings.2.Missing or incomplete affidavit or verification.3.Missing Decree page.4.Improper caption, or no caption.a. If decedent’s estate matter: “Estate of JOHN DOE, Deceased”b. If minor’s estate: “Estate of JOHN DOE, JR., a Minor”c. If an incapacity proceeding:Incapacitated Person”“Estate of MARY DOE, an Allegedd. After a guardian has been appointed for incapacitated person: “Estate ofMARY DOE, an Incapacitated Person”e. If deed of trust: “Trust of JOSEPH DOE, Settlor under Deed of Trust datedJanuary 1, 2000”5.Requesting a parent to be appointed as sole guardian of a minor’s estate (PEF Code§5112 (3)).6.Requesting principal allowance(s) prior to appointment of a guardian. A petition forallowance cannot be incorporated in a petition for appointment of guardian.7.Failure to include (i) counsel’s certification that estate is solvent; and (ii) the estate’stotal inventory value in a petition to fix or waive additional security.8.Failure to include evidence of the deposit in petition for allowance in minor’s estate,when the funds had been ordered “deposited in restricted savings certificate and/oraccount.”9.Failure to adhere to the local Philadelphia Orphans’ Court Rules. Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
1.6COMMON ORPHANS’ COURT FILING PROBLEMS10.Failure to state properly an account filed for audit.11.In audit papers filed with an account:a. Failure to complete the applicable checklist. [Copies on following pages.](1) Account Filing Checklist - Guardian of Minor(2) Account Filing Checklist - Decedent’s Estate(3) Account Filing Checklist - Trust (Testamentary/Inter Vivos)(4) Account Filing Checklist - Guardian of Incapacitated Person(5) Minors and Incapacitated Person Checklist(6) Wrongful Death and Survival Actions Checklistb. Failure to include all information requested in the petition foradjudication/statement of proposed distribution.c. Failure to attach all the required supporting documents.d. Failure to include certification of counsel on all copies being presented to thecourt.e. Failure to include in audit notice: date, time, courtroom, judge, statement ofissues before the court, and statement that a person must be present orrepresented by counsel to press a claim or make an objection.f. Failure to give timely audit notice.g. Lack of specific reference to deaths of named beneficiaries or remaindermen.h. Failure to refer to principal disbursements in account or audit notice (ratherthan only on appearance slip). Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
COURT OF COMMON PLEAS OF PHILADELPHIAACCOUNT FILING CHECKLISTESTATE OF ORPHANS' COURT DIVISIONGUARDIAN OF MINORPREPARER: ATTORNEY/ACCOUNTANTTELEPHONE NUMBER, MINORO.C. NUMBERADDRESSOFINSTRUCTIONS:Persons wishing to file an account must first complete this form, indicating in "preparer" column (YES orN/A) whether the items listed are included in the audit papers and/or the account. Items that are required inall cases are printed in BOLD. Upon review by the staff of the Clerk's Office, the account and related auditpapers may be accepted for filing if complete or rejected if incomplete.PREPARERITEMO.C. CLERK1a) ACCOUNT COVER SHEET and SUMMARY PAGE [O.C. Rule 6.1]1b) ACCOUNT SIGNED by ALL ACCOUNTANTS/VERIFIED by at LEASTONE ACCOUNTANT [O.C. Rule 6.1.A.]2a) PETITION for ADJUDICATION & STATEMENT of PROPOSEDDISTRIBUTION filed [O.C. Rule 6.9.A.]2b) PETITION for ADJUDICATION & STATEMENT of PROPOSEDDISTRIBUTION SIGNED by EACH ACCOUNTANT [O.C. Rule 6.9.B.]2c) PETITION for ADJUDICATION & STATEMENT of PROPOSEDDISTRIBUTION VERIFIED by at LEAST ONE ACCOUNTANT[O.C. Rule 6.9.B.]3a) COPY of DECREE/TYPED COPY of INSTRUMENT APPOINTINGGUARDIAN [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)99ACCEPTEDCERTIFICATION REGARDING PRIOR FILED ORIGINALS[O.C. Rule 6.9.D.(7)]REVIEWED BYDATEREJECTED10-132 (Rev. 6/01) Philadelphia Bar Association and Wachovia Bank, National AssociationGreen Book
COURT OF COMMON PLEAS OF PHILADELPHIAACCOUNT FILING CHECKLISTESTATE OF ORPHANS' COURT DIVISIONDECEDENT'S ESTATEPREPARER: ATTORNEY/ACCOUNTANTTELEPHONE NUMBER, DECEASEDO.C. NUMBERADDRESSOFINSTRUCTIONS:Persons wishing to file an account must first complete this form, indicating in "preparer" column (YES orN/A) whether the items listed are included in the audit papers and/or the account. Items that are required inall cases are printed in BOLD. Upon review by the staff of the Clerk's Office, the account and related auditpapers may be accepted for filing if complete or rejected if incomplete.PREPARERITEMO.C. CLERK1a)ACCOUNT COVER
TABLE OF CONTENTS CHAPTER 3 APPEALING AN ACTION OF THE REGISTER OF WILLS 3.1 Appealing the Register’s Action Form Furnished: Appeal from Register of Wills 3.2 Petition to the Orphans’ Court Division to Show Cause Why the Action of the Register in Admitting to Probate a Certain Will Sho
May 02, 2018 · D. Program Evaluation ͟The organization has provided a description of the framework for how each program will be evaluated. The framework should include all the elements below: ͟The evaluation methods are cost-effective for the organization ͟Quantitative and qualitative data is being collected (at Basics tier, data collection must have begun)
Silat is a combative art of self-defense and survival rooted from Matay archipelago. It was traced at thé early of Langkasuka Kingdom (2nd century CE) till thé reign of Melaka (Malaysia) Sultanate era (13th century). Silat has now evolved to become part of social culture and tradition with thé appearance of a fine physical and spiritual .
On an exceptional basis, Member States may request UNESCO to provide thé candidates with access to thé platform so they can complète thé form by themselves. Thèse requests must be addressed to esd rize unesco. or by 15 A ril 2021 UNESCO will provide thé nomineewith accessto thé platform via their émail address.
̶The leading indicator of employee engagement is based on the quality of the relationship between employee and supervisor Empower your managers! ̶Help them understand the impact on the organization ̶Share important changes, plan options, tasks, and deadlines ̶Provide key messages and talking points ̶Prepare them to answer employee questions
Dr. Sunita Bharatwal** Dr. Pawan Garga*** Abstract Customer satisfaction is derived from thè functionalities and values, a product or Service can provide. The current study aims to segregate thè dimensions of ordine Service quality and gather insights on its impact on web shopping. The trends of purchases have
Bruksanvisning för bilstereo . Bruksanvisning for bilstereo . Instrukcja obsługi samochodowego odtwarzacza stereo . Operating Instructions for Car Stereo . 610-104 . SV . Bruksanvisning i original
Chính Văn.- Còn đức Thế tôn thì tuệ giác cực kỳ trong sạch 8: hiện hành bất nhị 9, đạt đến vô tướng 10, đứng vào chỗ đứng của các đức Thế tôn 11, thể hiện tính bình đẳng của các Ngài, đến chỗ không còn chướng ngại 12, giáo pháp không thể khuynh đảo, tâm thức không bị cản trở, cái được
10 tips och tricks för att lyckas med ert sap-projekt 20 SAPSANYTT 2/2015 De flesta projektledare känner säkert till Cobb’s paradox. Martin Cobb verkade som CIO för sekretariatet för Treasury Board of Canada 1995 då han ställde frågan
