DELAWARE COUNTY ORPHANS’ COURT CHECKLIST - DECEDENT’S ESTATE Decedent’s Name (Include any “a.k.a”): Estate No: Attorney: Audit No: Attorney Address: Attorney ID No: Audit Date: Attorney Telephone No: Accounts must be fastened securely at the top and the pages numbered consecutively at the bottom Accountant Item O/C Clerk Auditor Account – Face Sheet Residence (Name of Township, Borough, City) 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 – Notarized for At Least One Fiduciary Attorney’s Entry of Appearance (to be filed at Audit) Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Notarized for At Least One Fiduciary Copy of Inventory and Appraisement Original or Certified Copy of Inheritance Tax Receipt (s) Charitable Gift Clearance Certificate (if Applicable) If not submitted at this time, enter date Notice sent to Attorney General ______________ Copy of Will/Codicil (s) Certified by Attorney to be True and Correct Original Letters of Appointment OR Short Certificate Original Proof of Publication Delaware County Legal Journal Original Proof of Publication (Newspaper) Copy of Notice of Audit Affidavit of Sending Notice of Audit If Copy of Notice of Audit & Affidavit not submitted, enter date to be filed ______________ ALL OF THE ABOVE ITEMS MUST BE ORIGINALS, EXCEPT OTHERWISE INDICATED Revised May 1, 1999 American LegalNet, Inc. www.FormsWorkflow.com