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Checklist - Trusts - Pennsylvania
| Checklist - Trusts Form. This is a Pennsylvania form and can be used in Orphans Court Probate Delaware Local County . |
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DELAWARE COUNTY ORPHANS' COURT CHECKLIST - TRUSTS Settlor's/Decedent's Name (Include any "a.k.a"): Party/Parties for whom Trust is established: (FBO) Estate/Trust No: Attorney: Audit No: Attorney Address: Audit Date: Attorney ID No: Attorney Telephone No: Accounts must be fastened securely at the top and the pages numbered consecutively at the bottom Accountant Item Account Face Sheet 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 Notarized for At Least One Fiduciary Attorney's Entry of Appearance (to be filed at Audit) Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Notarized for At Least One Fiduciary Charitable Gift Clearance Certificate (if Applicable) If not submitted at this time, enter date Notice sent to Attorney General ______________ O/C Clerk Auditor Copy of Will/Codicil(s) OR Trust Document Certified by Attorney to be True and Correct Deed of Trust "ORIGINAL" Deed of Trust MUST BE SUBMITTED the first time an accounting is filed. Copy of Notice of Audit Affidavit of Sending Notice of Audit If Copy of Notice of Audit & Affidavit not submitted, enter date to be filed ______________ Waiver(s) of Income Accounting (If applicable) ALL OF THE ABOVE ITEMS MUST BE ORIGINALS, EXCEPT OTHERWISE INDICATED Revised May 1, 1999 American LegalNet, Inc. www.FormsWorkFlow.com
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