COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION ACCOUNT FILING CHECKLIST · GUARDIAN OF INCAPACITATED PERSON ESTATE OF , INCAP. O. C. NUMBER OF ADDRESS & EMAIL ADDRESS PREPARER: ATTORNEY/ACCOUNTANT TELEPHONE NUMBER INSTRUCTIONS: Persons wishing to file an account must first complete this form, indicating in "preparer" column (YES or N/A) whether the items listed are included in the audit papers and/or the account. Items that are required in all cases are printed in BOLD. Upon review by the staff of the Clerk's Office, the account and related audit papers may be accepted for filing if complete or rejected if incomplete. ITEM O. C. CLERK [Pa. O.C. Rule 2.1(b)(4)(i)-(ii)] PREPARER 1) Account Cover Page and Summary Page 2)Account Signed by All Accountants and Verified by at Least One Accountant [Pa. O.C. Rule 2.1(b)(4)(iv) 3) Petition for Adjudication/Statement of Proposed Distribution Signed by Counsel [Pa. O.C. Rule 2.4(e)] 4)Petition for Adjudication/Statement of Proposed Distribution Signed by at Least One Accountant [Pa. O.C. Rule 2.4(d)] 5) Petition for Adjudication/Statement of Proposed Distribution Verified by at Least One Accountant [Pa. O.C. Rule 2.4(d)] 6) Copy of Decree or Instrument Appointing Guardian [Phila. O.C. Rule 2.4B(6)(a)] 7) If Deceased, Statement of Appointment of Personal Representative [Phila. O.C. Rule 2.4B(6)(b)] 8) Statement of Method of Notice and Copy of Notice 9) Agreement of Compromise and Settlement 10) Agreement Regarding Accountant's Compensation 11) Certificate of Appointment of Foreign Fiduciary 12)Affidavit by Foreign Fiduciary 13) Income Accounting Waivers REVIEWED BY [Pa. O.C. Rule 2.5] [Phila. O.C. Rule 2.4B(1)(c)] [Phila. O.C. Rule 2.4B(1)(d)] [Phila. O.C. Rule 2.4B(8)(a)] [Phila. O.C. Rule 2.4B(8)(b)] [Phila O.C. Rule 2.4B(1)(e)] DATE ACCEPTED REJECTED 10-132D (7-20-16) American LegalNet, Inc. www.FormsWorkFlow.com