Form OC-1 "Petition for Adjudication /Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

What Is Form OC-1?

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 January 1, 2020;
  • 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-1 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-1 "Petition for Adjudication /Statement of Proposed Distribution Pursuant to Pa. O.c. Rule 2.4" - Pennsylvania

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DECEDENT’S ESTATE
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
ESTATE OF________________________________, DECEASED
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 Decedent’s Estate. If space is insufficient, riders may be attached.
Attach the papers required under items 1, 2, 4, 8, 10, 16-19, 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: _______________________________________________________________________
Page 1 of 11
Form OC-01 rev 01.01.20
DECEDENT’S ESTATE
COURT OF COMMON PLEAS OF
ORPHANS’ COURT DIVISION
ESTATE OF________________________________, DECEASED
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 Decedent’s Estate. If space is insufficient, riders may be attached.
Attach the papers required under items 1, 2, 4, 8, 10, 16-19, 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: _______________________________________________________________________
Page 1 of 11
Form OC-01 rev 01.01.20
Estate of
, Deceased
1. Name(s) and address(es) of Petitioner(s):
Petitioner:
Petitioner:
Name:___________________________________________
___________________________________________________
Address: ________________________________________
___________________________________________________
__________________________________________
___________________________________________________
Identify any Executors or Administrators who have not joined in the Petition
for Adjudication/Statement of Proposed Distribution and/or the Account and
state reason:
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.
Pursuant to 20 Pa.C.S. § 3501.2, if property from a trustee, guardian, or agent
acting under a power of attorney is being received into the estate, an Account of
the administration of such trust, guardianship, or principal’s estate may be
annexed to the Estate Account.
Is any such Account annexed to this Estate
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.
.
2.
Decedent died on
Letters Testamentary or
Letters of Administration were granted to Petitioner(s) on
Date of Will (if applicable):
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required?
Yes
No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? . . .
Yes
No
Dates of advertising of the grant of Letters:
Page 2 of 11
Form OC-01 rev. 01.01.20
Estate of
, Deceased
3.
Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
If yes, name of the surviving spouse:
4.
Has the surviving spouse filed to take an elective share? . .
Yes
No
N/A
(see 20 Pa.C.S. §§ 2201 et seq.)
If yes, attach a copy of the election and state date of election:
5.
In the case of an intestacy, state the names of the decedent’s surviving children or
surviving issue of deceased children (if none, so state):
6.
Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . Yes
N/A
No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
N/A
If yes, give names and dates of birth:
Name:
Date of Birth:
Was a request for a statement of claim, as required by the Medical Assistance
7.
Estate Recovery Act, 62 P.S. § 1412, sent to the Department of
No
Yes
N/A
Human Services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Page 3 of 11
Form OC-01 rev. 01.01.20
Estate of
, Deceased
8. 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 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring adjudication as
discussed in item 15 below has been or will be given to all persons affected thereby. If one
of the beneficiaries is a trust or another 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 trust or receiving estate, as applicable, if known.
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 person is not sui juris (e.g., minors or incapacitated persons),
Notice has been or will be given to the appropriate representative on such party’s
behalf as required by Pa. O.C. Rule 4.2.
D. If any charitable interest is involved, Notice has been or will also be given to the
Attorney General as required under Pa. O.C. Rule 4.4. In addition, the Attorney
General’s clearance certificate (or proof of service of Notice and a copy of such
Notice) must be submitted herewith or at the Audit or filed before the date of the last
day for filing objections in counties without separate Orphans' Court Divisions.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will (if
beneficiary is a trust, name the trust and trustee as the Interested Party) or Codicil(s) or as
interstate heirs if there is a complete or partial intestacy. This list Shall:
A. State each party’s relationship to the decedent and the nature of each party’s
interest(s):
Name and Address of Each Interested Party Relationship and Comments, if any
Interest
Page 4 of 11
Form OC-01 rev. 01.01.20
Estate of
, Deceased
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).
Page 5 of 11
Form OC-01 rev. 01.01.20
Page of 11