Form OC-2 "Petition for Adjudication / Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

What Is Form OC-2?

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-2 by clicking the link below or browse more documents and templates provided by the Pennsylvania Court of Common Pleas.

ADVERTISEMENT
ADVERTISEMENT

Download Form OC-2 "Petition for Adjudication / Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

1299 times
Rate (4.3 / 5) 65 votes
TRUST
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
NAME OF TRUST
(TRUST UNDER WILL OF ______________________________________________
or
TRUST UNDER DEED OF _____________________________________________
)
DATED
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 Trust Accounts. If
space is insufficient, riders may be attached. Attach the papers required under items 2, 4,
15-19, 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: __________________________________________________________________________
Form OC-02 eff. 09.01.16
Page 1 of 11
TRUST
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
NAME OF TRUST
(TRUST UNDER WILL OF ______________________________________________
or
TRUST UNDER DEED OF _____________________________________________
)
DATED
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 Trust Accounts. If
space is insufficient, riders may be attached. Attach the papers required under items 2, 4,
15-19, 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: __________________________________________________________________________
Form OC-02 eff. 09.01.16
Page 1 of 11
Name of Trust:
1. Name(s) and address(es) of Petitioner(s):
Petitioner:
Petitioner:
Name:
_________________________________________
________________________________________________________
Address: __________________________________________
________________________________________________________
__________________________________________
________________________________________________________
Identify any Trustees who have not joined in the Petition for Adjudication/Statement of
Proposed Distribution and/or the Account and state reason:
2. Pursuant to 20 Pa.C.S. § 7799.1, if property from a personal representative or a trustee of
another trust is being received by this Trust, an Account of the administration of such estate
or trust may be annexed to the Trust Account. Is any such Account annexed to this Trust
Account? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If so, the annexed Account and the appropriate fully completed Petition for Adjudication/Statement
of Proposed Distribution for the annexed matter should be filed as Exhibits to this Petition.
3. Check if any of the following issues are involved in this case:
A. Appointment of Trustee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B. Interpretation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C. Discharge of Trustee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
D. Transfer of Situs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
E. Appointment of Ad Litem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F. Minor, Unborn or Unascertained Beneficiary(ies) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G. Principal Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
H. Partial/Full Termination of Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I. Missing Beneficiary(ies) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J. Cy Pres . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
K. Other Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
List:
Page 2 of 11
Form OC-02 eff. 09.01.16
Name of Trust:
Please note:
A detailed explanation of issues checked should be set forth at item 15 below.
4. Testamentary Trust:
Decedent's date of death: ________________________________________________
Date of Decedent's Will: ________________________________________________
Date(s) of Codicil(s): ___________________________________________________
Date of probate: _______________________________________________________
Judicial District or County where Letters were issued:
_____________________
or
Inter Vivos Trust:
Date of Trust:
Date(s) of Amendment(s):
If Settlor is deceased and letters were not issued or the personal representative
did not advertise the estate, state dates when the Trustee advertised Settlor’s death and
attach proofs of advertising:
Is this inter vivos trust a Special Needs Trust established under
42 U.S.C. § 1396p(d)(4)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
5. Explain why venue is proper before this Court (see 20 Pa.C.S. § 7714), and why the Trust’s
situs is located in this judicial district or county (see 20 Pa.C.S. § 7708).
6. A. If any other Court has taken jurisdiction of any matter relating to this Trust, explain:
B. Is this the first accounting of this Trust? . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Form OC-02 eff. 09.01.16
Page 3 of 11
Name of Trust:
C. If not, identify prior accountings, the accounting periods covered, and the dates of
adjudication of the prior accountings.
7. A. State how each Trustee was appointed:
B. If a Petitioner is not a Trustee (e.g., executor or administrator of deceased trustee, agent or
guardian of an incapacitated trustee), explain:
8. State how and when the present fund was awarded to Trustee(s):
9.
Period covered by this Account:
.
to
Current fair market value of the Trust principal is $______________________ (see page
10.
of Account.)
11.
State concisely the dispositive provisions of the Trust:
Form OC-02 eff. 09.01.16
Page 4 of 11
Name of Trust:
12. Explain the reason for filing this Account (if filed because of the death of a party, state
name of person, relationship to Trust and date of death):
13. A. State the amount of Pennsylvania Transfer Inheritance Tax paid (including postponed
tax on remainder interests), the dates of payment and the interests upon which such
amounts were paid:
Date
Payment
Interest
B. If any such taxes remain unpaid or are in dispute, explain:
14. Describe any questions requiring adjudication and state the position of Petitioner(s) as
to each question and give details of any issues identified in item 3:
15. 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 16 below. If any person is being asked to
represent the interests of another interested party (whether sui juris or not), the person
asked to serve as a representative has been so notified and given an opportunity to
decline pursuant to 20 Pa.C.S. § 7725. In addition, notice of any questions requiring
adjudication as discussed in item 14 above has been or will be given to all persons affected
thereby. If one of the beneficiaries is a trust or estate and any of the accountants is also a
fiduciary of the receiving trust or estate, provide written notice of the Account's filing to the
beneficiaries of the receiving trust or estate, as applicable, if known.
Form OC-02 eff. 09.01.16
Page 5 of 11
Page of 11