COURT COUNTY OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .COURT OF COMMON PLEAS OF PHILADELPHIA ORPHANS' COURT DIVISION:::::::Index No.ACCOUNT FILING CHECKLIST TRUST (TESTAMENTARY/INTER VIVOS)Calendar No.ESTATE OFPREPARER: ATTORNEY/ACCOUNTANTTELEPHONE NUMBER,DECEASED/SETTLORJUDICIAL SUBPOENAADDRESSPlaintiff(s) -against-Defendant(s)O. C. NUMBEROFPREPARERITEMO. C. CLERK 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.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .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 [O.C. Rule 6.9.D.(3)(b)] 3b) CERTIFIED CORRECT [O.C. Rule 6.9.D.(3)(b)] 4a) ORIGINAL TRUST INSTRUMENT/ORIGINAL LETTERS TESTAMENTARYTHE PEOPLE OF THE STATE OF NEW YORK TOGREETINGS:WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before Court at the the Honorable,located at County ofo'clock in the day of, on the, 20, at or adjourned date, to testify and give evidence as a witness in this action on the part of thenoon, and at any recessed in room[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]Your failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply., one of the Justices of theCourt in Witness, Honorableday of, 20 County,(Attorney must sign above and type name below)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 [O.C. Rule 6.9.D.(6)(a)] 10b) AFFIDAVIT by FOREIGN FIDUCIARY [O.C. Rule 6.9.D.(6)(b)] 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)]Attorney(s) forOffice and P.O. AddressDATEREVIEWED BYTelephone No.: Facsimile No.: E-Mail Address:ACCEPTEDREJECTEDMobile Tel. No.:10-132B (Rev. 10/02)American LegalNet, Inc. www.USCourtForms.com
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