DELAWARE COUNTY ORPHANS’ COURT CHECKLIST – INCAPACITATED PERSON/MINOR Incapacitated Person’s/Minor’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, if ward is deceased) 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 Date Account Stated to _________________________________ (Date of Ward’s death, Attainment of Majority by minor, etc.) 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 Guardian’s Inventory Copy of Guardian’s Appointment Copy of Will/Codicil(s) (if applicable) Certified by Attorney to be True and Correct Copy of Letter of Appointment/Short Certificate (if applicable) Copy of Notice of Audit Affidavit of Sending Notice of Audit If Notice of Audit & Affidavit is not submitted, note 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