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Checklist-Trust And Power Of Attorney - Pennsylvania
| Checklist-Trust And Power Of Attorney 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 TRUSTS and POWER OF ATTORNEY Settlor's/Decedent's/Principal's Name (include any "aka"): Party(ies) for whom Trust is established:(FBO) 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 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 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/Amendment(s) OR Power of Attorney All Copies Certified by Attorney to be True and Correct Original Trust Instrument and Amendment(s) submitted as per Local Rule L1.2D 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 AS OTHERWISE INDICATED American LegalNet, Inc. www.FormsWorkflow.com
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