Checklist-Trust And Power Of Attorney

CHESTER COUNTY ORPHANS' COURT CHECKLIST ­ TRUST and POWER OF ATTORNEY Settlor's/Decedent's/Principal's Name: Party(ies) for whom Trust is established:(FBO) Case Number: Audit Date: Check here ONLY if another account is ANNEXED as per 20 Pa. C.S.A §7799.1 Attorney: Attorney Address: Attorney ID Number: Attorney Phone Number: ***DOCUMENTS MUST BE ASSEMBLED ACCORDING TO THE ORDER ON THIS CHECKLIST*** Preparer (if provided) Documents Account - Face Sheet must include the following: Account (Specify First, Interim, First and Final, etc.) Value of Gross Estate (Total of Principal and Income Receipts) Account - Summary Sheet with Proper Pagination Account - Composition of Net Balance of Principal Account - Composition of Net Balance of Income Account - Signed by ALL Fiduciaries Account - Verified by At Least One Fiduciary Attorney's Entry of Appearance Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Verified by At Least One Fiduciary Charitable Gift Clearance Certificate (if applicable) O/C Clerk Auditor If not submitted at this time, enter date Notice sent to Attorney General ________________________ Copy of Will/Codicil(s) or Trust/Amendment(s) or Power of Attorney certified by Attorney to be True and Correct Original Trust Instrument/Amendment(s), if not previously filed, must be submitted as per Local Rule L1.2D Copy of Notice of Audit and Proof of Service of Sending Notice of Audit If not submitted at this time, enter date to be filed _____________________________ Waiver(s) of Income Accounting (if applicable) All accounts must conform to Local Rules of the Orphans' Court Division of the Court of Common Pleas of Chester County. Forms and further information are provided at www.chesco.org/wills American LegalNet, Inc. www.FormsWorkFlow.com P:\Test\Account Checklists\10-19-2016\ChecklistTrust.DOC