Phil. Cnty. Pa. 5.16F

As amended through December 18, 2021
Rule 5.16F - Fiduciaries in Military Service. Appointment of Substituted Fiduciary Pro Tem under 20 Pa.C.S. Section 4301
(1) Contents of Petition. A petition under 20 Pa.C.S. § 4301 shall set forth:
(a) the facts necessary to confer jurisdiction upon the Court;
(b) the estimated value of the estate;
(c) the names of all interested parties, the nature and extent of their interest, stating who are minors or incapacitated persons, whether or not they are sui juris, and, if not, the names of their fiduciaries (if any) and a statement of how they were appointed; and whether or not they join in the petition or consent;
(d) that notice in accordance with Pa. O.C. Rule 3.5 has been given to all interested parties;
(e) the name and address of the person proposed as a substituted fiduciary pro tem, if such an appointment is requested; the nature and relationship of such person to the estate or to the parties; and
(f) such other facts as may be necessary to enable the Court to pass judgment on the matter.
(2) Exhibits. A copy of the will, deed, trust agreement or other relevant instrument, the consent of the co-trustees and a verified return of notice shall be attached to the petition.

Phil. Cnty. Pa. 5.16F

Amended effective 1/6/2018; amended effective 6/1/2019.