CHESTER COUNTY ORPHANS' COURT CHECKLIST - INCAPACITATED PERSON/MINOR Incapacitated Person's/Minor's Name Case Number: Audit Date: Check here ONLY if another account is ANNEXED as per 20 Pa. C.S.A §7799.1 Attorney: Attorney Address: Attorney ID Number: Attorney Phone Number: ***DOCUMENTS MUST BE ASSEMBLED ACCORDING TO THE ORDER ON THIS CHECKLIST*** Preparer (if provided) Documents Account - Face Sheet must include the following: 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 - Verified by At Least One Fiduciary Attorney's Entry of Appearance Petition for Adjudication and Statement of Proposed Distribution Signed by ALL Fiduciaries Verified by At Least One Fiduciary Copy of Notice of Audit and Proof of Service of Sending Notice of Audit If not submitted at this time, enter date to be filed _____________________________ O/C Clerk Auditor All accounts must conform to Local Rules of the Orphans' Court Division of the Court of Common Pleas of Chester County. Forms and further information are provided at www.chesco.org/wills American LegalNet, Inc. www.FormsWorkFlow.com P:\Test\Account Checklists\10-19-2016\ChecklistIncap.DOC