Checklist-Decedent Estate

CHESTER COUNTY ORPHANS' COURT CHECKLIST - DECEDENT ESTATE Decedent's Name: Case Number: Audit Date: Check here ONLY if another account is ANNEXED as per 20 Pa. C.S.A §7799.1 Attorney: Attorney Address: Attorney ID Number: Attorney Phone Number: ***DOCUMENTS MUST BE ASSEMBLED ACCORDING TO THE ORDER ON THIS CHECKLIST*** Preparer (if provided) Documents Account - Face Sheet must include the following: 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 - Verified by At Least One Fiduciary Attorney's Entry of Appearance Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Verified by At Least One Fiduciary O/C Clerk Auditor Copy(ies) of Inheritance Tax Receipt(s) or PA Revenue Notice(s) of Appraisement Charitable Gift Clearance Certificate (if applicable) If not submitted at this time, enter date Notice sent to Attorney General __________________________ Copy of Will and Codicil(s) Certified by Attorney to be True and Correct Copy of Proofs of Publication in Chester County Law Reporter and Newspaper Copy of Notice of Audit and Proof of Service of Sending Notice of Audit If not submitted at this time, enter date to be filed _____________________________ All accounts must conform to Local Rules of the Orphans' Court Division of the Court of Common Pleas of Chester County. Forms and further information are provided at www.chesco.org/wills American LegalNet, Inc. www.FormsWorkFlow.com