Form OC-4 "Petition for Adjudication / Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

What Is Form OC-4?

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;
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  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form OC-4 by clicking the link below or browse more documents and templates provided by the Pennsylvania Court of Common Pleas.

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Download Form OC-4 "Petition for Adjudication / Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

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GUARDIANSHIP OF MINOR
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
, A MINOR
ESTATE OF
ACCOUNT OF ___________________________________________________, GUARDIAN
No.
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 2.4
This form shall be used in all cases involving the Audit or Confirmation of the Account of
a Guardian of the Estate of a minor or late minor. If space is insufficient, riders may be
attached. Attach the papers required under items 2 and 5, as applicable, and any instrument
pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: _______________________________________________________________
Supreme Court I.D. No.: __________________________________________________________
Name of Law Firm: ______________________________________________________________
Address: ______________________________________________________________________
______________________________________________________________________
Telephone: ____________________________________________________________________
Fax: __________________________________________________________________________
Email: ________________________________________________________________________
Page 1 of 6
Form OC-04 eff. 09.01.16
GUARDIANSHIP OF MINOR
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
, A MINOR
ESTATE OF
ACCOUNT OF ___________________________________________________, GUARDIAN
No.
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 2.4
This form shall be used in all cases involving the Audit or Confirmation of the Account of
a Guardian of the Estate of a minor or late minor. If space is insufficient, riders may be
attached. Attach the papers required under items 2 and 5, as applicable, and any instrument
pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: _______________________________________________________________
Supreme Court I.D. No.: __________________________________________________________
Name of Law Firm: ______________________________________________________________
Address: ______________________________________________________________________
______________________________________________________________________
Telephone: ____________________________________________________________________
Fax: __________________________________________________________________________
Email: ________________________________________________________________________
Page 1 of 6
Form OC-04 eff. 09.01.16
, A Minor
Estate of
1.
Name(s) and address(es) of Petitioner(s):
Petitioner:
Petitioner:
Name:
Address:
Identify any Guardian of the Estate who have not joined in the Petition for
Adjudication/Statement of Proposed Distribution and/or the Account and state reason:
Judicial District or County Appointing Guardian:
_________________________
2.
Date of Appointment as Guardian:
Attach copy(ies) of Decree(s).
A. Explain the reason for filing this Account (if minor has come of age, state date minor
3.
attained majority).
B . Is this the first accounting for this estate? . . . . . . . . . . . . . . . . . . . . .
Yes
No
If not, identify prior accountings, the accounting periods covered, and the dates of
adjudication of the prior accountings.
A. Identify each unpaid claim against the minor or the minor's estate and describe in
4.
detail (if none, so state):
Page 2 of 6
Form OC-04 eff. 09.01.16
, A Minor
Estate of
B. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
C. If guardian or attorney fees are being claimed, state amount and the period covered
for the requested fees:
5.
Written Notice of the Account's filing as required by Pa. O.C. Rule 2.5 has been or will be
given to all interested parties listed in item 6 below. In addition, notice of any known
unpaid claim not admitted, all questions requiring adjudication, and any requested fees as
discussed in item 4 above has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit or
filed before the date of the last day for filing objections in counties without
separate Orphans' Court Divisions together with a statement executed by a
Petitioner or counsel certifying that such Notice has been given.
C. If any such interested party is not sui juris (e.g., minors or incapacitated persons),
Notice of the Account's filing has been or will be given to the appropriate
representative on such party’s behalf as required by Pa. O.C. Rule 4.2.
Page 3 of 6
Form OC-04 eff. 09.01.16
Estate of
, A Minor
6.
List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming
any interest in the estate, including the minor’s heirs at law. This list shall:
A. State each party’s relationship to the minor and the nature of each party's
interest(s):
Name and Address of Each Interested Party
Relationship and Comments, if any
Interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of kin
of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed
(see Pa. O.C. Rule 5.5).
7.
If prescribed by local rule as permitted by Pa. O.C. Rule 2.9, is the
No
Court being asked to direct the filing of a Schedule of Distribution? . . . . . .
Yes
Page 4 of 6
Form OC-04 eff. 09.01.16
, A Minor
Estate of
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Amount/Proportion
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Submitted By:
(All petitioners must sign. Place additional
signatures on attachment if necessary):
Corporate Fiduciary (if applicable)
__________________________________________
____________________________________________
Name of Corporate Fiduciary
Name of Petitioner
___________________________________________
____________________________________________
Signature of Petitioner
Name of Representative and Title
___________________________________________
____________________________________________
Signature of Officer/Representative
Name of Petitioner
____________________________________________
Signature of Petitioner
Form OC-04 eff. 09.01.16
Page 5 of 6
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