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Petition For Adjudication-Statement Of Proposed Distribution (Decedents Estate) OC-01 - Pennsylvania

Petition For Adjudication-Statement Of Proposed Distribution (Decedents Estate) Form. This is a Pennsylvania form and can be used in Audit And Administration Orphans Court Statewide .
 Fillable pdf Last Modified 11/28/2006
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DECEDENT'S ESTATE COURT OF COMMON PLEAS OF COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF No. , DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Supreme Court I.D. No.: Name of Law Firm: Address: Telephone: Fax: Form OC-01 rev. 10.13.06 Page 1 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of 1. Name(s) and address(es) of Petitioner(s): Name: , Deceased Address: Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . Yes No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on Letters Testamentary or . Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? Yes No If yes, state amount: Yes No Are proofs of advertising of the grant of Letters attached? . . . . . . . . . Dates of advertising of the grant of Letters: Form OC-01 rev. 10.13.06 Page 2 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If yes, name of the surviving spouse: , Deceased Yes No 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . (See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code) If yes, date of election: Yes No 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If yes, give names and dates of birth: Name: Date of Birth: Yes No Yes No 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Form OC-01 rev. 10.13.06 Page 3 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of 8. , Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Relationship and Comments, if any Interest Form OC-01 rev. 10.13.06 Page 4 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of , Deceased Name and Address of Each Party in Interest Relationship and Comments, if any Interest B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-01 rev. 10.13.06 Page 5 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of 10. , Deceased Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted? Will Claim Be Paid In Full? " Yes " No " Yes " No " Yes " No " Yes " No " Yes " No " Yes " No " Yes " No " Yes " No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " Yes Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " Yes Family exemption claimant's name and relationship: Name: Relationship: 11. " No " No Form OC-01 rev. 10.13.06 Page 6 of 10 American LegalNet, Inc. www.FormsWorkflow.com Estate of 12. , Deceased The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon wh
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