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Checklist-Decedent Estate - Pennsylvania
| Checklist-Decedent Estate Form. This is a Pennsylvania form and can be used in Account Audit Orphans Court Chester Local County . |
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CHESTER COUNTY ORPHANS' COURT CHECKLIST - DECEDENT ESTATE Decedent's Name (include any "aka"): Case Number: Audit Number: Check here ONLY if another account is annexed as per Local Rule L6.1D Attorney: Attorney Address: Audit Date: Attorney ID Number: Attorney Phone Number: *****PLEASE NOTE: Accounts must be fastened securely at the top, NOT STAPLED OR SEALED***** Preparer ( if provided) Item Account - Face Sheet Residence (Name of Township, Borough, City) 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 by At Least One Fiduciary Account - Certified by Attorney per Local Rule L6.1B(3) Attorney's Entry of Appearance Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Notarized by At Least One Fiduciary Copy of Inventory and Appraisement Original or Certified Copy of Inheritance Tax Receipt (s) 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 and Codicil(s) All Copies Certified by Attorney to be True and Correct Original Letter of Appointment OR Short Certificate Original Proof of Publication (Chester County Law Reporter) Original Proof of Publication (Newspaper) 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 ____________________ ALL OF THE ABOVE ITEMS MUST BE ORIGINALS, EXCEPT AS OTHERWISE INDICATED American LegalNet, Inc. www.FormsWorkflow.com
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