As amended through February 1, 2024
Rule 2.1 - FORM OF ACCOUNTS AND ADDITIONAL REQUIREMENTS(a) Should the account filed fail to comply with the Uniform Fiduciary Accounting Standards, the Clerk shall notify the Accountant to immediately comply with the Standards prior to 30 days before Audit Submission Day. The corrected account shall be given to all interested parties. A failure to correct the account shall result in the account being stricken.(b) Counsel for all fiduciaries shall also submit: (1) An Orphans' Court Account Checklist;(2) Copies of all agreements with respect to settlements and compromises;(3) Accurate descriptions of all real property to be awarded in kind, described by metes and bounds in the manner appearing in the last deed of record, together with the recital of title to the decedent.(c) Counsel for personal representatives shall also attach: (1) A copy of letters, inventory, and inheritance tax appraisement;(2) A copy of the Will and codicils;(3) The official receipt for any inheritance tax paid;(4) The official receipt for any federal estate tax paid.(d) Counsel for Trustees shall also submit: (1) A copy of the letters, and of the Will and codicils, if any, creating the testamentary trust, or a copy of the trust instrument and any amendments thereto, creating the inter vivos trust;(e) Counsel for a Guardian of the Estate of an Incapacitated Person shall also submit: (1) A copy of the original inventory filed.Amended effective 3/1/2021; amended effective 1/1/2024.