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COMMONWEALTH OF PENNSYLVANIA

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Orphans’ Court and Administration Forms



INDEX TO APPENDIX


ORPHANS’ COURT AND REGISTER OF WILLS FORMS
ADOPTED BY SUPREME COURT
PURSUANT TO Pa. O.C. Rule 1.8



Available as Fill-in Forms on Website
of Administrative Office of Pennsylvania Courts
https://www.pacourts.us/forms/for-the-public/orphans-court-forms


Orphans’ Court and Administration Forms

 A.  Audit and Administration Forms

   1.  Decedent’s Estate: Petition for Adjudication/Statement of
Proposed Distribution Pursuant to Pa. O.C. Rule 2.4… OC-01

   2.  Trust: Petition for Adjudication/Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 2.4 … OC-02

   3.  Guardianship of Incapacitated Person: Petition for
Adjudication/Statement of Proposed Distribution Pursuant to
Pa. O.C. Rule 2.4 … OC-03

   4.  Guardianship of Minor: Petition for Adjudication/Statement
of Proposed Distribution Pursuant to Pa. O.C. Rule 2.4 … OC-04

   5.  Principal’s Estate (Under Power of Attorney): Petition for
Adjudication/Statement of Proposed Distribution Pursuant to
Pa. O.C. Rule 2.4 … OC-05

   6.  Notice of Charitable Gift (In Accordance with Pa. O.C.
Rule 4.4) … OC-06

   7.  Notice of Claim … OC-07

 B.  Guardianship Forms

   1.  Important Notice—Citation with Notice (Pa. O.C. Rule 14.2)… G-01

   2.  Report of Guardian of the Estate … G-02

   3.  Report of Guardian of the Person … G-03

   4.  Guardian’s Inventory for a Minor … G-04

   5.  Guardian’s Inventory for an Incapacitated Person … G-05

   6.  Guardianship of Incapacitated Person: Petition for
Adjudication/Statement of Proposed Distribution Pursuant to
Pa. O.C. Rule 2.4 … OC-03*

   7.  Guardianship of Minor: Petition for Adjudication/Statement
of Proposed Distribution Pursuant to Pa. O.C. Rule 2.4 … OC-04**

   8.  Expert Report … G-06

   9.  Notice of Filing … G-07

   * Form OC-3 is not reprinted here and is located under Audit and Administration Forms at No. 3.

   ** Form OC-4 is not reprinted here and is located under Audit and Administration Forms at No. 4.

 C.  Abortion Control Act Forms

   1.  Minor’s Application for Judicial Authorization of an Abortion
(Pa. O.C. Rule 16.10)… ACA-01

   2.  Confidential Unsworn Verification by a Minor (Pa. O.C.
Rule 16.10)… ACA-02

 D.  Register of Wills Forms

   1.  Estate Information Sheet… ***

   2.  Petition for Grant of Letters …RW-02

   3.  Oath of Subscribing Witness(es)… RW-03

   4.  Oath of Non-subscribing Witness(es)… RW-04

   5.  Oath of Witness(es) to Will Executed by Mark… RW-05

   6.  Renunciation … RW-06

   7.  Notice of Estate Administration Pursuant to Pa. O.C.
Rule 10.5 …RW-07

   8.  Certification of Notice under Pa. O.C. Rule 10.5… RW-08

   9.  Inventory … RW-09

   10.  Pa. O.C. Rule 10.6 Status Report … RW-10

   *** The Estate Information Sheet is not a form adopted by the Supreme Court. It is available on the Department of Revenue website (www. revenue.pa.gov), and is no longer maintained with the Register of Wills Forms.

 E.  Model Forms of Account

   1.  National Fiduciary Accounting Standards Project—1983
Report of Fiduciary Accounting Standards Committee

   2.  Model Estate Account

   3.  Model Trust Account

   4.  Model Charitable Remainder Unitrust Account

 F.  Adoption Forms

   1.  Notice of Orphans’ Court Proceedings to be Filed With Clerk in
Dependency Proceeding by Solicitor of County Agency
(Pa. O.C. Rule 15.5)

     a.   Praecipe to Clerk in Dependency Proceeding of Filing of a
Petition to Terminate Parental Rights, Confirm Consent,
or Adopt…A-01

     b.   Praecipe to Clerk in Dependency Proceeding of Entry of
Decision Disposing of Petition…A-02

     c.   Praecipe to Clerk in Dependency Proceeding of Filing of
Notice of Appeal…A-03

     d.   Praecipe to Clerk in Dependency Proceeding of Entry of
Decision Disposing of Appeal…A-04

   2.  Notice to Provide Medical Information and Determine Access
to Identifying Information…A-05

   3.  Foreign Adoption Forms

     a.   Forms for Registration of Foreign Adoption Decree
(Pa. O.C. Rule 15.14)

       i)   Instructions for Filing Petition…A-06

       ii)   Petition to Register Foreign Adoption Decree…A-07

       iii)   Proposed Final Decree…A-08

     b.   Forms for Adoption of a Foreign Born Child
(Pa. O.C. 15.15)

       i)   Petition for Adoption of a Foreign Born Child…A-09

       ii)   Report of the Intermediary…A-10

       iii)   Preliminary Decree…A-11

       iv)   Final Decree…A-12

   Source

 The provisions of this Appendix adopted October 16, 2006, effective 30 days from the date of entry of this order, 36 Pa.B. 6760; amended March 29, 2007, effective 30 days from the date of entry of this order; amended January 3, 2011, effective in sixty days, 41 Pa.B. 336; amended October 11, 2011, effective in thirty days, 41 Pa.B. 5743; amended March 19, 2013, effective April 19, 2013 for all termination and adoption petitions filed after that date, 43 Pa.B. 1836; amended August 9, 2016, effective September 1, 2016, 46 Pa.B. 5479; amended June 1, 2018, Forms G-02 through G-05 effective July 1, 2018 for all new report filings as of that date. The remainder effective June 1, 2019, 48 Pa.B. 3524; amended October 31, 2019, effective January 1, 2020, 49 Pa.B. 6804; amended July 22, 2021, effective July 1, 2022, 51 Pa.B. 4267; amended December 16, 2022, effective January 1, 2023, 52 Pa.B. 8199. Immediately preceding text appears at serial pages (409827) to (409829), (399721) to (399762), (383193) to (383196), (396103) to (396106), (392709) to (392732), (396107) to (397114), (383211) to (383214), (399763) to (399842) and (409831) to (409848).

   

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

   

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

DECEDENT’S ESTATE

TRUST

TRUST

TRUST

TRUST

TRUST

TRUST

TRUST

TRUST

TRUST

TRUST

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF INCAPACITATED PERSON

GUARDIANSHIP OF MINOR

GUARDIANSHIP OF MINOR

GUARDIANSHIP OF MINOR

GUARDIANSHIP OF MINOR

GUARDIANSHIP OF MINOR

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

PRINCIPAL’S ESTATE

   

NOTICE OF CHARITABLE GIFT

   

NOTICE OF CHARITABLE GIFT

   

NOTICE OF CHARITABLE GIFT

   

NOTICE OF CHARITABLE GIFT

NOTICE OF CLAIM

CITATION WITH NOTICE

CITATION WITH NOTICE

GUARDIAN OF THE ESTATE

GUARDIAN OF THE ESTATE

GUARDIAN OF THE ESTATE

GUARDIAN OF THE ESTATE

GUARDIAN OF THE ESTATE

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

   

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN OF THE PERSON

GUARDIAN’S INVENTORY

   

GUARDIAN OF THE PERSON

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

GUARDIAN’S INVENTORY

   

EXPERT REPORT

   

EXPERT REPORT

   

ALLEGED INCAPACITATED PERSON

   

ALLEGED INCAPACITATED PERSON

   

ALLEGED INCAPACITATED PERSON

   

ALLEGED INCAPACITATED PERSON

   

ALLEGED INCAPACITATED PERSON

   

ALLEGED INCAPACITATED PERSON

   

AUTHORIZATION OF AN ABORTION

AUTHORIZATION OF AN ABORTION

CONFIDENTIAL VERIFICATION

CONFIDENTIAL VERIFICATION

PETITION FOR PROBATE AND GRANT OF LETTERS

PETITION FOR PROBATE AND GRANT OF LETTERS

OATH OF SUBSCRIBING WITNESS(ES)

OATH OF NON-SUBSCRIBING WITNESS(ES)

OATH OF WITHNESS(ES) TO WILL EXECUTED BY MARK

RENUNCIATION

NOTICE OF ESTATE ADMINISTRATION

CERTIFICATION OF NOTICE UNDER Pa.O.C. Rule 5.6(a)

INVENTORY

Pa.O.C. Rule 6.12 STATUS REPORT

1983 REPORT OF FIDUCIARY ACCOUNTING STANDARDS COMMITTEE

Performance Accounting Distinguished

Model Accounts

II. A fiduciary account shall begin with a concise summary of its purpose and content.

Illustrations:

IV. A fiduciary account shall include both carrying values—

The value of assets at the beginning and ending of each accounting period

V. Gains and losses incurred during the acounting period shall be shown separately in the same schedule.

Model Estate Account

SUMMARY OF ACCOUNT

PRINIPAL RECEIPTS

PRINCIPAL RECEIPTS (cont’d)

PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITION

DISBURSEMENTS OF PRINCIPAL

DISBURSEMENTS OF PRINCIPAL (cont’d)

DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES

PRINCIPAL BALANCE ON HAND

PRINCIPAL INVESTMENTS MADE

CHANGES IN PRINCIPAL HOLDINGS

RECEIPTS OF INCOME

DISBURSEMENTS OF INCOME

DISTRIBUTIONS OF INCOME TO BENEFICIARIES

VERIFICATION

Model Trust Account

SUMMARY OF ACCOUNT

PRINCIPAL RECEIPTS

PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS

PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS (cont’d)

DISBURSEMENTS OF PRINCIPAL

DISBURSEMENTS OF PRINCIPAL (cont’d)

DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES

PRINCIPAL BALANCE ON HAND

PRINCIPAL INVESTMENTS MADE

CHANGES IN PRINCIPAL HOLDINGS

CHANGES IN PRINCIPAL HOLDINGS (cont’d)

CHANGES IN PRINCIPAL HOLDINGS (cont’d)

RECEIPTS OF INCOME

DISBURSEMENTS OF INCOME

DISTRIBUTIONS OF INCOME TO BENEFICIARIES

INCOME BALANCE ON HAND

VERIFICATION

Model Charitable Remainder Unitrust Account

SUMMARY OF ACCOUNT

PRINCIPAL RECEIPTS

PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS

DISBURSEMENTS OF PRINCIPAL

PRINCIPAL BALANCE ON HAND

PRINCIPAL INVESTMENTS MADE

CHANGES IN PRINCIPAL HOLDINGS

CHANGES IN PRINCIPAL HOLDINGS (cont’d)

RECEIPTS OF INCOME

RECEIPTS OF INCOME (cont’d)

RECEIPTS OF INCOME (cont’d)

RECEIPTS OF INCOME (cont’d)

RECEIPTS OF INCOME (cont’d)

RECEIPTS OF INCOME (cont’d)

RECEIPTS OF INCOME (cont’d)

DISBURSEMENTS OF INCOME

DISTRIBUTIONS OF INCOME TO BENEFICIARIES

DISTRIBUTIONS OF INCOME TO BENEFICIARIES (cont’d)

INCOME BALANCE ON HAND

UNITRUST STATEMENT 2001

UNITRUST STATEMENT 2002

UNITRUST STATEMENT 2003

UNITRUST STATEMENT 2003 (cont’d)

UNITRUST STATEMENT 2004

UNITRUST STATEMENT 2004 (cont’d)

UNITRUST STATEMENT 2005

UNITRUST STATEMENT 2005 (cont’d)

VERIFICATION

   

   

   

   

   

   

 

   

   

   

   

   

   

   





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