Form OC-06 "Notice of Charitable Gift (In Accordance With Pa. O.c. Rule 4.4)" - Pennsylvania

What Is Form OC-06?

This is a legal form that was released by the Pennsylvania Court of Common Pleas - a government authority operating within Pennsylvania. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on September 1, 2016;
  • The latest edition provided by the Pennsylvania Court of Common Pleas;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form OC-06 by clicking the link below or browse more documents and templates provided by the Pennsylvania Court of Common Pleas.

ADVERTISEMENT
ADVERTISEMENT

Download Form OC-06 "Notice of Charitable Gift (In Accordance With Pa. O.c. Rule 4.4)" - Pennsylvania

608 times
Rate (4.6 / 5) 36 votes
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. O.C. Rule 4.4)
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
DECEASED
ESTATE OF
SETTLOR
,
No.
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
1. The nature of the present proceeding is an Account:
Yes
No
If no, please
proceed to Question 2.
(a) The Account is filed in a court with a separate Orphans’ Court Division and has
been or will be listed for Audit on __________________,
in_________________________________________________________________.
(State name of Courthouse and town/city.)
The time and place of the Audit is Court Room _____________ at __________ o'clock.
If not provided herein, the time and location will be provided upon request when that
information becomes available.
(b) The Account is filed in a court without a separate Orphans’ Court Division, and the
last day for filing written objections is __________________, at
__________ o’clock.
Any objection shall be filed with __________________________________________
on or before the date and time above.
(State name of Courthouse and town/city.)
(c) The Account concerns an estate or trust in which a charity has an interest or is a
No
potential distributee.
Yes
If NO, the Account concerns an estate or trust in which all or part of the balance of
assets remaining on hand will be distributed to:
an estate in which a charity has an interest; or
a trust in which a charity is named as a qualified beneficiary as defined in
20 Pa.C.S. § 7703.
* If more space is required, attach additional sheets.
Form OC-06 eff. 09.01.16
Page 1 of 4
NOTICE OF CHARITABLE GIFT
(In Accordance with Pa. O.C. Rule 4.4)
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
DECEASED
ESTATE OF
SETTLOR
,
No.
Chief, Charitable Trusts and Organizations Section
Office of the Attorney General
Dear Sir or Madam:
Notice is given of a charitable gift as follows:
1. The nature of the present proceeding is an Account:
Yes
No
If no, please
proceed to Question 2.
(a) The Account is filed in a court with a separate Orphans’ Court Division and has
been or will be listed for Audit on __________________,
in_________________________________________________________________.
(State name of Courthouse and town/city.)
The time and place of the Audit is Court Room _____________ at __________ o'clock.
If not provided herein, the time and location will be provided upon request when that
information becomes available.
(b) The Account is filed in a court without a separate Orphans’ Court Division, and the
last day for filing written objections is __________________, at
__________ o’clock.
Any objection shall be filed with __________________________________________
on or before the date and time above.
(State name of Courthouse and town/city.)
(c) The Account concerns an estate or trust in which a charity has an interest or is a
No
potential distributee.
Yes
If NO, the Account concerns an estate or trust in which all or part of the balance of
assets remaining on hand will be distributed to:
an estate in which a charity has an interest; or
a trust in which a charity is named as a qualified beneficiary as defined in
20 Pa.C.S. § 7703.
* If more space is required, attach additional sheets.
Form OC-06 eff. 09.01.16
Page 1 of 4
,
SETTLOR
DECEASED
Estate of
2.
If the proceedings are other than an Account, state the nature of the proceedings and the
place, date and time fixed for hearing:
3. Charitable gifts are made as follows:
(a) Give full names and addresses of charities, and the names and addresses of counsel
for any charity who has received notice or has appeared for it:
(b) If pecuniary legacies, state exact amounts and indicate whether legacies will be or have
been paid in full; if not, give reasons therefor.
(c) If the charitable interest is a future interest and the estimated present value of the charity's
future interest exceeds $25,000, a brief description thereof including the conditions
precedent to its vesting in enjoyment and possession, the names and ages of persons
known to have interests preceding such charitable interest, and the approximate market
value of the property involved.
Page 2 of 4
Form OC-06 eff. 09.01.16
DECEASED
SETTLOR
,
Estate of
(d) If residuary gift, state nature and value of share.
4. Provide a brief statement of all pertinent questions to be presented to the Court for
adjudication or other disposition, including unresolved claims and any material questions
of interpretation or distribution which may affect the value of the charitable interest.
5. The names and addresses of the fiduciaries are (state whether Executors and/or Trustees):
6. The names and addresses of counsel for the fiduciaries:
Form OC-06 eff. 09.01.16
Page 3 of 4
DECEASED
SETTLOR
,
Estate of
7. (a) A copy of the instrument creating the gift is attached hereto.
(b) If the gift is other than a pecuniary legacy which will be paid in full, there is attached hereto:
(1) A copy of the Account, if one has been filed
(2) A copy of any other relevant documents
Very truly yours,
________________________
Date
Signature
Name of Counsel
Supreme Court I.D. No.
Name of Law Firm
Address
Telephone
Email
Form OC-06 eff. 09.01.16
Page 4 of 4
Page of 4