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Status Report Under Rule 6.12 Form. This is a Pennsylvania form and can be use in Montgomery Local County.
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Tags: Status Report Under Rule 6.12, Pennsylvania Local County, Montgomery
STATUS REPORT UNDER RULE 6.12
Name of Decedent: _____________________________________________________________
Date of Death:
_____________________________________________________________
File Number:
__________________________________
Pursuant to Rule 6.12 of the Supreme Court Orphans’ Court Rules, I report the following with
respect to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ________
No ________
2. If the answer is No, state when the Personal Representative reasonable believes that the
Administration will be complete: ___________________________________________
_______________________________________________________________________
3. If the answer to No. 1 is Yes, State the following:
a. Did the Personal Representative file a Final Account with the Court?
Yes _______ No ________
b. The separate Orphans’ Court No. (If any) for the account is: ___________________
c. Did the Personal Representative state an Account informally to the Parties in Interest?
Yes _______ No ________
d. Did the Personal Representative file receipts, releases, joinders or approvals of formal
or informal accounts with the Clerk of the Orphans’ Court? Yes_____ No _____
DATE: _______________________
Signature: ____________________________________
Name: _______________________________________
Address: _____________________________________
Telephone: ___________________________________
_________ Personal Representative
_________ Counsel for Personal Representative
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RULE 6.12
STATUS REPORT BY PERSONAL REPRESENTATIVE
(a) REPORT of UNCOMPLETED ADMINISTRATION. If administration on an estate has not
been completed with in two (2) years of the Decedent’s Death. The Personal Representative
or Counsel shall file at such time, and annually thereafter until the Administration is completed,
a report with the Register of Wills showing the date by which the Personal Representative or
Counsel reasonably believes Administration will be completed.
(b) REPORT of COMPLETED ADMINISTRATION. Upon completion of the Administration of an
Estate, the Personal Representative or his, her or its Counsel shall file with the Register of Wills a
Report showing:
(1)
(2)
(3)
(4)
(5)
Completion of Administration of the Estate:
Whether a Formal Account was filed with Orphans’ Court:
Whether a complete Account was informally stated to all parties in interest:
Whether Final Distribution has been completed: and
Whether Approvals of the Account, Receipts, Joinders, and Releases have been
filed with the Clerk of the Orphans’ Court.
(c) FORM of REPORT
form.
The report required by this Rule shall be in substantially the prescribed
(d) NO FEE No fee shall be charged for filing of report required by this Rule
(e) COPY of RULE Upon the Grant of Letters the Register shall give a copy of this Rule to each
Personal Representative and his, her or its Counsel.
(f) FAILURE to FILE a REPORT After at least (10) days prior notice to a delinquent Personal
Representative and Counsel the Clerk of the Orphans’ Court shall inform the Court of the failure
to file the report required by this Rule with a request that the Court conduct a hearing to
determine what sanctions if any should be imposed.
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