COURT OF COMMON PLEAS OF PHILADELPHIA · ORPHANS' COURT DIVISION ACCOUNT FILING CHECKLIST · TRUST (TESTAMENTARY/INTER VIVOS) ESTATE OF ,DECEASED/SETTLOR 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) Typed Copy of Trust Instrument 7) Copy of Trust Instrument, Certified Correct [Phila. O.C. Rule 2.4B(3)] 8) Copy of Original Trust Instrument/Original Letters Testamentary, Certified Correct [Phila. O.C. Rule 2.4B(3)] 9) Statement of Method of Notice and Copy of Notice [Pa.O.C.Rule 2.5] [Pa.O.C.Rule 4.4(a)(13)] 10) Notice of Charitable Gift to Attorney General 11) Petition to Appoint/Request to Waive Guardian/Trustee Ad Litem 12) Inheritance Tax Receipts 13) Agreement of Compromise and Settlement [Phila. O.C. Rule 2.4B(1)(f)] [Phila O.C. Rule 2.4B(1)(c)] 14) Agreement Regarding Accountant's Compensation 15) Certificate of Appointment of Foreign Fiducuary 16) Affidavit of Foreign Fiducuary 17) Income Accounting Waivers [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)] REVIEWED BY DATE ACCEPTED REJECTED 10-132B (7-20-16) American LegalNet, Inc. www.FormsWorkFlow.com