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Certification Of Notice Under Rule 5.6 Form. This is a Pennsylvania form and can be use in Montgomery Local County.
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Tags: Certification Of Notice Under Rule 5.6, Pennsylvania Local County, Montgomery
CERTIFICATION OF NOTICE UNDER RULE 5.6
Name of Decedent: ____________________________________________________________
Date of Death: _______________________________
File Number: _______________________________
To the Register:
I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans’ Court Rule was
served on or mailed to the following beneficiaries of the above captioned Estate on _______________________
NAME
ADDRESS
Notice has now been given to all persons entitled thereto under RULE 5.6(a) except: _______
Date: __________________________ Signature
Name
___________________________________________
___________________________________________
(PLEASE TYPE OR PRINT)
Address
___________________________________________
___________________________________________
Telephone (
)______________________________________
Capacity: _______
_______
Personal Representative
Counsel for Personal Representative
American LegalNet, Inc.
www.FormsWorkflow.com
RULE 5.6
NOTICE TO BENEFICIARIES AND INTESTATE HEIRS
a)
REQUIREMENT OF NOTICE. Within three (3) months after the Grant of Letters, the Personal Representative to
to whom original letters have been granted, or the Personal Representative’s Counsel, shall send a written notice
of Estate Administration in the form set forth in Rule 5.6
(1) Every Person, Corporation, Association, Entity or other Party named in, or have interest under the Will.
(2) The Decedent’s Spouse and Children, whether or not they are named in, or have interest under, the Will.
(3) Where there is an Intestacy in whole or in part, to every person entitled to Inherit as an Intestate Heir under
Chapter 21 of the Probate, Estate and Fiduciaries Code.
(4) The Appointed Guardian of the Estate, Parent or Legal Custodian of any Beneficiary who is a Minor Child
Under the age of Eighteen (18) years:
(5) The appointed Guardian of the Estate, or, in the absence of such appointment, the Institution or Person with
Custody of any Beneficiary who is an Adjudicated Incapacitated Person.
(6) The Attorney General on behalf of any charitable Beneficiary whose interest exceeds $25,000 or which will not
Be paid in full.
(7) The Attorney General on behalf of any Governmental Beneficiary.
(8) The Trustee of any Trust which is a Beneficiary; and
(9) Such other Persons and in such manner as may be required by any Local Rule of Court.
(b)
DEFINITION of BENEFICIARY. “Beneficiary” shall be deemed to include any person who may have an interest
by virtue of the Pennsylvania Anti-Lapse Statue, 20 Pa. C.S. § 2514.
MANNER of NOTICE. Notice shall be given by Personal Service or by First Class, Prepaid Mail to each person
Entitled to notice under subdivision (a) (1)-(9) whose address is known or reasonably available to the
Personal Representative.
CERTIFICATION of NOTICE. Within 10 days after giving notice required by subdivision of this Rule,
The Personal Representative or the Personal Representative’s Counsel shall file with the Register of Wills a
Certification in the set forth Rule 5.6 that notice has been given as required by this Rule. No Fee shall be
charged by the Register of Wills for filing the Certification required by this Subdivision.
FAILURE to FILE CERTIFICATION. Upon the failure by the Personal Representative, or the Personal
Representative’s Counsel, to file the Certification on a timely basis, the Register shall after tens (10) days
prior written notice to the Delinquent Personal Representative and his Counsel, Notify the Court of such
delinquency.
EFFECT of NOTICE. This rule shall not alter, diminish or confer existing rights.
COPIES of RULE. The Register shall deliver a copy of RULE 5.6 to each Personal Representative and Counsel
at the time Letters are Granted.
(c)
(d)
(e)
(f)
(g)