Sch. Cnty. Pa. 1.8B

As amended through February 1, 2024

Rule 1.8B - ORPHANS- COURT ACCOUNT CHECKLIST

(a) The checklist must be executed by counsel of record and submitted with the Account in the following form:

COURT OF COMMON PLEAS OF SCHUYLKILL COUNTY ORPHANS' COURT DIVISION ORPHANS' COURT ACCOUNT CHECK LIST

File No. ____________ Audit No. _________ __________ Audit, 20__

Estate of _________________________________________________________

Account of _______________________________________________________ Executor, Administrator, Guardian, Trustee

FORM OF ACCOUNT SHALL COMPLY WITH STATE AND LOCAL ORPHANS' COURT RULES.

Certify whether the following have been filed (answer ''yes", "no" or ''N.A.'' if not applicable):

1. Statement of Proposed Distribution. _____________________

2. Proofs of Publication. _____________________

(a) Have 4 months elapsed since first complete Advertisement? __________

3. Inventory. ______________________

4. Copy of Federal Estate Tax Return. ______________________

(a) Has final clearance been obtained? ______________________

Certify as to the following:

5. Account contains:

(a) Complete description of real property on hand in kind (i.e. not converted), whether or not specifically devised ______________

(b) Legible true copy of the Will. ______________

(c) Copy of trust instrument or other document to be construed. ___________

(d) Itemized list of all assets making up balance for distribution. ___________

6. Are there any claims, whether admitted or not? _____________

7. Are there any disputed claims? _____________

8. Have all interested parties and claimants been given notice of audit as required by State and Local Orphans' Court Rules? _____________

9. Are there any disputed questions of fact or law? _____________

10. Has inheritance tax been paid in full? _____________

(a) Has final clearance from the Department of Revenue been received? ___

11. Does Account comply with State and Local Orphans' Court 2.1 ? ______

12. If a guardian's or trustee's account, indicate briefly the purpose for filing.

Dated: ______________ _______________________________

Signature of Attorney Filing Account

CERTIFICATION ONLY BY CLERK:

1. Original proofs of publication and statements of proposed distribution are attached to account.

2. Inventory has been filed and a copy attached to account.

3. Copy of Federal Estate Tax Return has been filed.

4. Inheritance Tax has been paid in full and appraisement received.

5. Account complies with State and Local 2.1.

Dated: __________ _______________________________

Signature of Certifying Clerk

Sch. Cnty. Pa. 1.8B

Amended effective 3/1/2021; amended effective 1/1/2024.