[39 Pa.B. 1478]
[Saturday, March 28, 2009]
[Continued from previous Web Page]
INDEX
Rule No. ABSENTEE Method of serving notice 5.2.2 ACCOUNTS Advertisement 6.6.1 Audit Attendance 6.4.3 Audit list 1.2.1 Audit statement 6.9.1 Date of audit 6.4.2 Particular audit 6.4.1 Postponement 6.4.1 Finality of adjudication 7.1.2, 7.1.6 Form Additional requirements 6.1.1 Execution and verification 6.1.3 Non-conforming 6.6.2 Sales between estate and accountant 6.1.2 Small estates 6.1.5 Guardians of incapacitated persons Adjudication of capacity 14.3.1 Emergency guardianship 14.2.4 Final account 14.2.5 Post adjudication duties 14.2.5 Guardians of minors 6.2.2 Notice to parties in interest 6.3.1 Objections to account 6.10.1 Receipts for disbursements 6.1.4, 6.9.4 Release of fiduciary and surety 1.2.8 Unknown or non-resident distributees 6.9.2, 6.9.3 ADDRESS Adoption Confirmation of consent to adoption including step-parent 15.5.1 Involuntary termination of parental rights 15.4.1, 15.4.2, Counsel 3.4.1 Determination of title to real property 6.11.2 Family exemption 12.1.1 Guardianship Adjudication of capacity 14.3.1 Minor's estates 12.5.4 Petition 14.2.1 Public sale of real property 12.9.1 Legatees, devisees and beneficiaries 5.6.1 Public sale of real property Guardian 12.9.1 Personal representative 12.9.1 Public sale 5.4.2 Return of notice 5.4.1 Trustee 12.9.1 Service of pleadings 1.2.3 Settlement of small estates 12.0.1 ADJUDICATION Account receipts and disbursements 6.9.4 Determination of title to real property 6.11.2 Enforcement of adjudication 10.8.2(f) Exceptions to adjudication 7.1.2, 7.1.6 Guardianship Adjudication of capacity 14.3.1 Duties of guardian 14.2.5 Minor's estate 6.2.2 Petition for guardianship of incapacitated person 14.2.1 ADOPTION Consents to adoption Confirmation of consent including step-parent adoption 15.5.1 Notice 15.5.1 Procedure 15.5.1 Step-parent adoption 15.5.1 Involuntary termination of parent whose identity or whereabouts cannot be ascertained Affidavit of diligent search 15.4.1 Exceptions to decree 15.4.1 Service by publication 15.4.1 Motion court procedure 15.1.1 Petition to confirm consent including step-parent adoption 15.5.1 Petition to terminate putative father's rights under § 2503(d) and § 2504(c) Department of Vital statistics certification 15.4.2 Notice 15.4.2 Petition generally 15.4.2 Procedure 15.4.2 Step-parent 15.5.1 Voluntary relinquishment of parental rights Included in petition to terminate putative father's rights 15.4.2 Procedure 15.1.1 ADVERTISEMENT Accounts 6.6.1 Determination of title to real property 6.11.2 Grant of letters 6.1.3 Involuntary termination of parental rights 15.4.1 Legal periodical 1.2.10 Public sale of real property 5.1.1 Return of notice by publication 5.4.1 Settlement of small estate 12.0.1 AFFIDAVITS AND VERIFICATIONS Accounts 6.1.1, 6.1.3 Audit statement 6.9.1 Guardianship 14.2.1, 14.2.3 Involuntary termination of parental rights 15.4.1 Private sale of real property 12.10.2 Return of service of notice 5.4.1, 5.4.2 Sureties 1.2.4 Unknown or non-resident distributees 6.9.3, 13.3.1 AGREEMENT OF COUNSEL Depositions, discovery and production of documents 3.6.1 Pre-trial conference 3.7.1 ALLOWANCE Minor's estate 12.5.4 ANSWER Answer to preliminary objections 3.2.1 Disposition of pleadings 3.2.2 Failure to answer 3.2.2 Form of pleadings 3.4.1 Pleadings allowed 3.2.1 Required when new matter asserted 3.2.1 Service of pleadings 3.5.1 APPEAL Effect of exceptions 7.1.6 Final order after exceptions 7.1.4 From Register of Wills Non pros 10.8.2(c) APPOINTMENTS Auditors 8.1.1 Certificate of appointment of fiduciary 1.2.5 Examiners 9.1.1 Guardians Emergency Guardian 14.2.4 Guardian of incapacitated person 14.1.1, 14.2.1 Guardian of minor 12.5.1, 12.5.2 Successor guardian 14.2.6 Masters 8.1.1 Successor co-trustee 12.6.2 Trustee 12.6.1 APPRAISEMENTS Included in petition for family exemption 12.1.1 Inalienable property private sale 12.12.1 Petition to fix or waive additional security 12.10.5 Public sale of real property 12.9.1 ARGUMENT Briefs 3.5.1, 7.1.5 Exceptions 7.1.5 Time fixed 1.2.2 ATTORNEY GENERAL Determination of title to real property 6.11.2 Settlement of small estate 12.0.1 ATTORNEY IN FACT Guardianship petition 14.2.1 Notice of guardianship hearing 14.1.1 ATTORNEYS Appearance 1.2.3 Auditors and masters 8.1.1 Certification that receipt for distribution unavailable 6.1.4 Discovery agreements 3.6.1, 3.7.1 Notice of representation of incapacitated person 14.2.1 Notice to counsel of record 1.2.3 Petition to Terminate parental rights or confirm consent 15.4.2, 15.5.1 Service of pleadings upon 1.2.3, 3.5.1 Signature and verification 3.4.1 Surety 1.2.3 Trustee account 1.2.6 AUDITORS Appointment 8.1.1, 8.1.2 Compensation 8.8.2 Court confirmation of report 8.7.1 Exceptions 8.6.1, 8.7.1 Hearings 8.1.2 Reports 8.1.2, 8.6.1 Security for compensation and expenses 8.8.1 AUDITS Accounts Advertisement 6.6.1 Form 6.1.1 Objections 6.10.1 Audit list Attendance at audit 6.4.3 Date held 1.2.1 Filing for audit list 6.4.1 Postponement of audit 6.4.2 Audit statement 6.9.1 Distributees Special situations 13.3.1 Unknown or non-resident 6.9.2, 6.9.3 Exceptions 7.1.2 Guardian Incapacitated person 14.2.5 Minor 6.2.2 BENEFICIARIES Unknown or non-resident distributees 6.9.2 Settlement of small estate 12.0.1 BONDS Appeal from Register of Wills Non pros for failure to present bond 10.8.2(c) Auditors and masters 8.8.1 Guardians 14.2.5 Inalienable property Mortgage 12.12.1 Private sale 12.12.1 Public sale 12.12.1 Minor's estate Guardian's bond 12.5.2 Sale or mortgage of minor's real property 12.5.3 Real property Petition to fix or waive additional security 12.10.5 Private sale 12.10.4 Public sale 12.9.1, 12.9.4 Surety on additional bond 12.10.5 Sureties Attorney as surety 1.2.3 Certificate of appointment 1.2.5 Corporate sureties and fiduciaries 1.2.4, 1.2.7 Duty of fiduciary and surety 1.2.4 Release of fiduciary and surety 1.2.8 BRIEFS Exceptions 7.1.5 Filing and serving 3.1.5 BUSINESS OF COURT Arguments 1.2.1 Audit List 1.2.1 Definitions 2.3.1 Legal Periodical 1.2.10 Motion Court 1.2.1 Return days 1.2.11 CAPTION Pleadings 3.4.1 CERTIFIED CASES Pleadings 10.8.2(d) CITATION Guardianship Emergency guardianship 14.2.4 Incapacitated person 14.1.1 Inalienable property 12.12.2 Involuntary termination of parental rights 15.4.1 Pleadings 3.2.1, 3.4.1 Register of Wills Enforcement of decrees 10.8.2(g) Failure to comply with citation 10.8.2(f) CLAIMANTS Account notice to unpaid creditors 6.1.3, 6.3.1 Audit statement notice to unpaid creditors 6.9.1 Determination of title to real property 6.11.2 Guardians of minor's estates 6.2.2 Settlement of small estates 12.0.1 COMPENSATION Auditor 8.8.2 Examiner 9.1.3 Master 8.8.2 Security for 8.8.1 CONFIRMATION Account Audit 6.4.2 Guardian of minor's estate 6.2.2 Notice to parties in interest 6.3.1 Release of fiduciary and surety 1.2.8 Adoption Petition to confirm consent 15.5.1 Petition to terminate putative father's rights 15.4.2 Procedure 15.1.1, 15.5.1 Step-parents 15.5.1 Advertisement 6.11.2 Family exemption valuation of property 12.1.1 Master or auditor's report 8.7.1 Real property Inalienable property 12.12.1 Private sale 12.10.4 Public sale 5.4.2, 12.9.4 Schedule of distribution Real property 6.11.1 Title to property 6.11.1 Settlement of small estates 6.1.5 Unpaid creditors 6.3.1 CONSENTS Adoption 15.1.1, 15.4.2, 15.5.1 Auditors and masters 8.1.1 Family exemption 12.1.1 General requirements 3.4.1 Inalienable property 12.12.1 Mortgagee 12.9.2 Trustee 12.6.1 CONSTRUCTION AND APPLICATION OF RULES Definitions 2.3.1 CORPORATIONS Fiduciaries Bond 1.2.7 Certificate of approval 1.2.7 Release 1.2.8 Receipts for disbursements 6.1.4 Sureties Certificate of insurance 1.2.4 Duties 1.2.4 COSTS Auditor or master expenses 8.8.1 Enforcement of decrees 10.8.2(g) Settlement of small estates 12.0.1 COUNSEL Appearance 1.2.3 Auditors and masters 8.1.1 Certification that receipt for distribution unavailable 6.1.4 Discovery agreements 3.6.1, 3.7.1 Notice of representation of incapacitated person 14.2.1 Notice to counsel of record 1.2.3 Petition to terminate parental rights or confirm consent 15.4.2, 15.5.1 Service of pleadings upon 1.2.3, 3.5.1 Signature and verification 3.4.1 Surety 1.2.3 Trustee account 1.2.6 COURT Audit Court 1.2.1, 6.4.2, 6.4.3 Definitions 2.3.1 Motion Court 1.2.1 Pleadings allowed 3.2.1 Pre-trial conference 3.7.1 Return days 1.2.11 CREDITORS Account notice to unpaid creditors 6.1.3, 6.3.1 Audit statement notice to unpaid creditors 6.9.1 Determination of title to real property 6.11.2 Guardians of minor's estates 6.2.2 Settlement of small estates 12.0.1 DECLARATORY JUDGMENT Pleadings 3.2.1 DECREES Adoption Petition to confirm consent 15.5.1 Termination of parental rights 15.4.1, 15.4.2 Enforcement 10.8.2(g) Exceptions Additional exceptions 7.1.5 Effect 7.1.4, 7.1.6 Finality of decree 7.1.2, 7.1.3 Form 3.4.1, 7.1.5 Guardianship 14.1.1 Procedure 7.1.5 DEEDS Sale of real property by personal representative 12.9.1 Sale of real property by trustee 12.9.1 DEPARTMENT OF REVENUE Unknown or non-resident distributees, report of fiduciary 6.9.2 DEPOSITIONS Depositions, discovery and production of documents 3.6.1 Perpetuation of testimony 3.6.2 DISBURSEMENTS Accounts Form generally 6.1 Execution and verification 6.1.3 Guardians of minors 6.2.2 Receipts 6.1.4 Sales between estate and accountant 6.1.2 Small estates 6.1.5 Additional receipts in statement of proposed distribution 6.9.4 Audit statement 6.9.1 Certification by counsel that receipt is unavailable 6.1.4 Filing of receipts 6.1.4 Finality of certain orders, decrees and adjudications 7.1.2 Guardian of incapacitated person 14.2.5 Minor's accounts 6.2.2 Objections to statement of proposed distribution 6.10.1 Real property 6.11.1 Report of fiduciary 6.9.3 Settlement of small estates 12.0.1 Unknown or non-resident distributees 6.9.2, 13.3.1 DISCOVERY Depositions 3.6.1 Perpetuation of testimony 3.6.2 Production of documents 3.6.1 Will contest 3.6.1 DISTRIBUTEES Audit statement 6.9.1 Notice to parties in interest 6.3.1 Receipts for disbursement 6.1.4 Report of fiduciary 6.9.3 Schedule of distribution 6.11.1 Unknown or non-resident 6.9.2, 13.3.1 DISTRIBUTION Accounts Form generally 6.1 Execution and verification 6.1.3 Guardians of minors 6.2.2 Receipts 6.1.4 Sales between estate and accountant 6.1.2 Small estates 6.1.5 Additional receipts and disbursements 6.9.4 Audit statement 6.9.1 Certification by counsel that receipt is unavailable 6.1.4 Finality of certain orders, decrees and adjudications 7.1.2 Guardian of incapacitated person 14.2.5 Minor's accounts 6.2.2 Objections to statement of proposed distribution 6.10.1 Real property 6.11.1 Report of fiduciary 6.9.3 Settlement of small estates 12.0.1 Unknown or non-resident distributees 6.9.2, 13.3.1 DURABLE POWER OF ATTORNEY Guardianship petition 14.2.1 Notice of guardianship hearing 14.1.1 EXAMINERS Appointment 9.1.1 Compensation 9.1.3 Findings of fact 9.1.2 Special duties 9.1.2 EXCEPTIONS Additional exceptions 7.1.5 Form 7.1.5 Procedure 7.1.5 Service 7.1.5 Time for filing 7.1.5 Appeal 7.1.4, 7.1.6 Auditors and masters 8.6.1, 8.7.1 Definitions 2.3.1 Effect of exceptions Adjudications, orders and decrees 7.1.6 Appeal 7.1.4, 7.1.6 Decree nisi 7.1.4 Filing 7.1.1 Finality of certain orders, decrees and adjudications Adjudication approving account, audit statement or statement of proposed distribution 7.1.2 Claim for family exemption 7.1.2 Other petitions where notice given 7.1.2 Public or private sale of real estate 7.1.2 Settlement of estate, guardianship or trust administration 7.1.2 Settlement of small estate 7.1.2 Finality of other orders and decrees 7.1.3 Involuntary termination decree 15.4.1 Notice to parties in interest 7.1.2 Orders and decrees Argument or hearing 7.1.5 Briefs 7.1.5 Procedure following exceptions Other exceptions 7.1.7 Form 7.1.5 Procedure 7.1.5 Service 7.1.5 EXHIBITS Determination of title to real property 6.11.2 Real Property Inalienable property 12.12.1 Mortgage 12.11.1 Private sale 12.10.2 Public sale 12.9.2 Settlement of small estates 12.0.1 Trustee appointment 12.6.1 EXPENSES Auditor or master 8.8.1 Enforcement of decrees 10.8.2(f) Settlement of small estates 12.0.1 FAMILY EXEMPTION Finality of claim 7.1.2 General requirements 12.1.1 Notice 12.1.1 Settlement of small estates 12.0.1 FIDUCIARIES Appointment of successor co-fiduciary 12.6.2 Corporate fiduciaries 1.2.7 Examiners 9.1.1, 9.1.2 Inalienable property 12.12.1, 12.12.3 Individual fiduciaries 1.2.6 Minor's estate Guardian's bond 12.5.2 Sale or mortgage of minor's real property 12.5.3 Person under incapacity with no fiduciary 5.2.1 Real property Mortgage 12.11.1 Petition to fix or waive additional security 12.10.5 Private sale 12.10.1, 12.10.3, 12.10.4 Public sale 12.9.1, 12.9.4 Surety on additional bond 12.10.5 Sureties Attorney as surety 1.2.3 Certificate of appointment 1.2.5 Corporate sureties and fiduciaries 1.2.4, 1.2.7 Duty of fiduciary 1.2.4 Individual surety 1.2.4 Release of fiduciary and surety 1.2.8 Unknown or non-resident distributees 6.9.2, 6.9.3, 13.3.1 FILING Accounts Audit generally 6.4.1, 6.4.2 Audit statement 6.9.1 Docketing 6.6.2 Generally 6.1.3 Objections 6.10.1 Adoption procedure 15.1.1, 15.4.2, 15.5.1 Appeal from register of wills Auditors and masters 8.6.1, 8.8.1 Bond Guardian of minor's estate 12.5.2 Individual and corporate surety 1.2.4, 1.2.7 Exceptions Additional exceptions 7.1.5 Auditor and masters report 8.6.1 Effect 7.1.4, 7.1.6 Finality of orders 7.1.2, 7.1.3 Form and service 7.1.5 Generally 7.1.1, 7.1.2 Guardianship petitions 14.1.1, 14.2.4 Pleadings 3.5.1 Receipts for disbursement 6.1.4 Small estates 6.1.5 GUARDIANSHIP Adoption notice 15.4.2, 15.5.1 Emergency guardianship Notice 14.2.4 Procedure 14.2.4 Testimony 14.2.4 Hearing Date 14.1.1 Evidence 14.2.1 Physician's affidavit 14.2.1 Presence of incapacitated person 14.2.1 Proof of service 14.2.3, 14.3.1 Modification of guardianship Accounting 14.2.5, 14.3.1 Additional assets 14.2.5 Adjudication of capacity 14.3.1 Death of ward 14.2.5 Discharge of guardian 14.2.6, 14.3.1 Review hearing 14.2.6 Petition for appointment of guardian of incapacitated person General requirements 14.2.1 Notice of representation 14.2.1 Post adjudication duties Accounting 14.2.5, 14.3.1 Additional assets 14.2.5 Annual report 14.2.5 Death of ward 14.2.5 Segregation of assets 1.2.6 Testamentary writings, living wills and advanced health care directive 14.2.5 Procedure Citation 14.1.1 Emergency guardianship 14.2.4 General requirements 14.2.1 Hearing date 14.1.1 Notice to incapacitated person with no fiduciary 5.2.1 Service of petition 14.1.1 Minors Account of guardian 6.2.2 Allowance 12.5.4 Appearance of minor 12.5.1 Bond 12.5.2 Discharge of guardian 6.2.2 Disposition of assets 12.5.3 Mortgage or sale of real property 12.5.3 Restricted account 12.5.2 Real property Mortgage of real property 12.11.1 Private sale 12.10.1, 12.10.2, 12.10.4 Public sale 12.9.1, 12.9.2, 12.9.4 HEARINGS Adoption 15.1.1 Auditor or Master 8.1.2, 8.7.1 Briefs 3.5.1, 7.1.5 Demand for jury trial 10.8.2(e) Depositions, discovery and production of documents 3.6.1 Exceptions 7.1.5 Guardianship of incapacitated person 14.1.1 Objections at the time of audit 6.4.2 Perpetuation of testimony 3.6.2 Pre-trial conference 3.7.1 HEIRS Determination of title to real property 6.11.2 Investigation to locate 6.9.3 Settlement of small estates 12.0.1 Unknown distributee 13.3.1 INALIENABLE PROPERTY Mortgage 12.12.1 Notice to parties 12.12.2 Private sale 12.12.1 Public sale 12.12.1 Real estate or fiduciaries in other counties 12.12.3 INCAPACITATED PERSONS Emergency guardianship Notice 14.2.4 Procedure 14.2.4 Testimony 14.2.4 Hearing Date 14.1.1 Evidence and physician's affidavit 14.2.1 Presence of incapacitated person 14.2.1 Proof of service 14.2.3, 14.3.1 Modification of guardianship Accounting 14.2.5, 14.3.1 Additional assets 14.2.5 Adjudication of capacity 14.3.1 Death of ward 14.2.5 Discharge of guardian 14.2.6, 14.3.1 Review hearing 14.2.6 Petition for appointment of guardian of incapacitated person General requirements 14.2.1 Notice of guardianship proceedings 14.1.1 Notice of representation 14.2.1 Persons to be served 14.1.1 Post adjudication duties Accounting 14.2.5, 14.3.1 Additional assets 14.2.5 Annual report 14.2.5 Death of ward 14.2.5 Segregation of assets 1.2.6 Testamentary writings, living wills and advanced health care directive 14.2.5 Procedure Citation 14.1.1 Emergency guardianship 14.2.4 General requirements 14.2.1 Hearing date 14.1.1 Notice to incapacitated person with no fiduciary 5.2.1 Service of petition 14.1.1 Real property Inalienable property 12.12.1 Mortgage of real property 12.11.1 Private sale 12.10.1, 12.10.2, 12.10.4 Public sale 12.9.1, 12.9.2, 12.9.4 Settlement Committee comment 12.5.5 Compromise or discontinuance 12.5.5 Contents of petition 12.5.5 Filing of petition 12.5.5 Form of petition 12.5.5 Manner of presentment 12.5.5 Notice of hearing 12.5.5 INVENTORY Family exemption 12.1.1 Guardianship of incapacitated person 14.2.5 Personal representative additional security 12.10.5 Public sale of real property 12.9.1 Settlement of small estates 12.0.1 INVOLUNTARY TERMINATION OF PARENTAL RIGHTS Involuntary termination of parent whose identity or whereabouts cannot be ascertained Affidavit of diligent search 15.4.1 Exceptions to decree 15.4.1 Service by publication 15.4.1 Motion court procedure 15.1.1 Petition to terminate putative father's rights under § 2503(d) and § 2504(c) Department of Vital statistics certification 15.4.2 Notice 15.4.2 Petition generally 15.4.2 Procedure 15.4.2 JUDGMENT Non pros for failure to post appeal bond 10.8.2(c) JURY Demand for jury trial 10.8.2(e) LEGAL JOURNAL Designation of legal periodical 1.2.10 MASTERS Appointment 8.1.1, 8.1.2 Compensation 8.8.2 Court confirmation of report 8.7.1 Exceptions 8.6.1, 8.7.1 Hearings 8.1.2 Reports 8.1.2, 8.6.1 Security for compensation and expenses 8.8.1 MINORS Estate Account by guardian of the estate 6.2.2 Allowance 12.5.4 Amount not exceeding statute 12.5.3 Distribution of balance 6.2.2 Mortgage or sale of real property 12.5.3, 12.9.1 Restricted account 12.5.2 Segregation and designation of assets 1.2.6 Guardianship Appearance before the court 12.5.1 Appointment of guardian 12.5.1 Discharge of guardian 6.2.2 Settlement Committee comment 12.5.5 Compromise or discontinuance 12.5.5 Contents of petition 12.5.5 Filing of petition 12.5.5 Form of petition 12.5.5 Manner of presentment 12.5.5 Notice of hearing 12.5.5 Settlement of small estates 12.0.1 MORTGAGES Inalienable property 12.12.1 Petition for sale or mortgage of real property Additional requirements 12.11.1 Consent of mortgagee as exhibit 12.9.2 Guardian of incapacitated person 12.9.1 Minor's estate 12.5.3 Security 12.10.5 MOTION COURT Cover sheet 3.4.1 Family / orphans' court administrator 14.1.1, 15.1.1 Notice requirements 3.4.1 Schedule 1.2.1 MOTIONS Appointment of auditor or master 8.1.1 Form generally 3.4.1 Presentation Family / orphans' court administrator 14.1.1, 15.1.1 Motion court 1.2.1 Pre-trial conference 3.7.1 Service by publication 15.4.1 NEWSPAPERS Accounts 6.6.1 Determination of title to real property 6.11.2 Grant of letters 6.1.3 Involuntary termination of parental rights 15.4.1 Legal periodical 1.2.10 Public sale of real property 5.1.1 Return of notice by publication 5.4.1 Settlement of small estates 12.0.1 NEXT OF KIN Adjudication of capacity 14.3.1 Incapacitated person with no fiduciary 5.2.1 Guardian's petition to sell minor's real property 12.9.1 NON-RESIDENT DISTRIBUTEES Contents of fiduciary's report 6.9.3 Report by fiduciary at audit of account 6.9.2 NOTICE Accounts and distribution Advertisement 6.6.1 Audit court 6.4.2 Audit statement 6.9.1 Guardians of minors 6.2.2 Parties in interest 6.3.1 Unpaid creditors 6.1.3 Action upon default of notice 10.8.2(f) 10.8.2(g) Adoption Generally 15.1.1 Petition to confirm consent 15.5.1 Petition to terminate parental rights 15.4.2 Unknown putative father 15.4.1 Auditor and master 8.1.2, 8.6.1 Counsel of record 1.2.3 Finality of order 7.1.2 Guardianship Adjudication of capacity 14.3.1 Emergency petition 14.2.4 General requirements 14.1.1 Incapacitated person 14.1.1 Notice of representation 14.2.1 Legal Periodical 1.2.10 Legatees, devisees and beneficiaries of dispositive instruments 5.6.1 Method of serving notice Person under incapacity with no fiduciary 5.2.1 Presumed decedent and unascertained persons 5.2.2 Public sale of real property 5.1.1 Notice to plead 3.4.1 Return of Notice Additional requirements 5.4.1 Public sale of real property 5.4.2 Special Petitions Family exemption 12.1.1 Inalienable property 12.12.1 Mortgage of real property 12.11.1 Private sale 12.10.2 Public sale 12.9.1, 12.9.2, 12.9.3 Settlement of small estates 12.0.1 Title to real property 6.11.2 OBJECTIONS Accounts and distribution Audit statement 6.9.1 Hearing on objections 6.4.2 Notice to file objections 6.9.1 Objections to account or statement of proposed distribution 6.10.1 Definition 2.3.1 Finality of certain orders, decrees and adjudications 7.1.2 Notice to parties in interest 7.1.2 Waiver of objections 7.1.2 Pleadings Answer to preliminary objections 3.2.2 Failure to answer preliminary objections 3.2.2 Preliminary objections 3.2.1 Public sale of real property 12.9.3 OFFICIAL EXAMINERS Appointment 9.1.1 Compensation 9.1.3 Findings of fact 9.1.2 Special duties 9.1.2 ORDERS Exceptions to orders and decrees 7.1.3, 7.1.5 Finality of certain orders Adjudication approving account 7.1.2 Claim for family exemption 7.1.2 Public or private sale of real estate 7.1.2 Settlement of guardianship or trust administration 7.1.2 Settlement of small estate 7.1.2 Special order Attorney acting as surety 1.2.3 Depositions, discovery and production of documents 3.6.1 Examiners 9.1.1 Notice to absentee, presumed decedent or unascertained person 5.2.2 Notice to person under incapacity with no fiduciary 15.2.1 Perpetuation of testimony 3.6.2 Release and substitution of surety 1.2.8 Stay of order 7.1.4, 7.1.6 PERPETUATION OF TESTIMONY General rule 3.6.2 PERSONAL PROPERTY Family exemption 12.1.1 Minor's estates 12.5.3, 12.5.4 Settlement of small estates 12.0.1 PERSONAL REPRESENTATIVE Discharge 12.7.1 Family exemption 12.1.1 Petition for private sale of real property Contents of petition 12.10.1 Exhibits 12.10.2 Finality of order 7.1.2 Higher offer 12.10.3 Mortgage 12.11.1 Security 12.10.4, 12.10.5 Petition for public sale of real property Contents of petition 12.9.1 Exhibits 12.9.2 Finality of order 7.1.2 Mortgage 12.11.1 Notice 5.1.1 Personal representative, trustee, guardian 12.9.1 Return of notice 5.4.2 Security 12.9.4 Settlement of small estates 12.0.1 PETITIONS Adoption Confirmation of consent including step-parent 15.5.1 Form of petition generally 15.1.1 Termination of parental rights 15.4.2 Unknown putative father 15.4.1 Appeal from register of wills Enforcement of decree 10.8.2(f) Form of petition 10.2.1 Appointment of auditor or master 8.1.1 Citation or declaratory relief 3.2.1 Declaration of title to real property 6.11.2 Deposition, discovery and production of documents 3.6.1 Failure to answer 3.2.2 Family exemption 12.1.1 Finality of certain orders, decrees and adjudications 7.1.2 Form generally 3.4.1 Guardianship Adjudication of capacity 14.3.1 Emergency 14.2.4 Form of petition 14.2.1 Modification 14.2.6 Procedure 14.1.1 Minor's estate Allowance 12.5.4 Appearance before the court 12.5.1 Disposition of assets 12.5.3 Mortgage or sale of real property 12.5.3 Pleadings generally 3.2.1 Real property Inalienable property 12.12.1 Mortgage 12.11.1 Private sale 12.10.1, 12.10.2 Public sale 12.9.1, 12.9.2 Waive or fix additional security 12.10.5 Return of notice 5.4.1, 5.4.2 Settlement of small estates By personal representative 6.1.5 Finality of orders, decrees and adjudications 7.1.2 Form of petition 12.0.1 Trustee Appointment 12.6.1 Successor co-trustee 12.6.2 PLEADINGS Adoption 15.1.1 Briefs 3.5.1 Certified cases 10.8.2(d) Depositions, discovery and production of documents 3.6.1 Disposition of Pleadings Failure to answer petition 3.2.2 Failure to answer preliminary objections 3.2.2 Failure to reply 3.2.2 General practice and procedure 3.2.1 Form of pleadings Attorney supreme court identification number 3.4.1 Consents 3.4.1 Cover sheet 3.4.1 Decree 3.4.1 Endorsements 3.4.1 Paper size 3.4.1 Typing 3.4.1 Notice to plead 3.4.1 Signature and Verification 3.4.1 Guardianship of incapacitated persons 14.1.1 Notice requirements Certification of notice 3.4.1 Contents of notice 3.4.1 Failure to give notice 3.4.1 Length of notice required 3.4.1 Perpetuation of testimony 3.6.2 Pleadings allowed Answer 3.2.1 Answer to preliminary objections 3.2.1 Citation 3.2.1 Declaratory relief 3.2.1 New Matter 3.2.1 Petition 3.2.1 Preliminary objections 3.2.1 Reply 3.2.1 Pre-trial conference Admissions of fact and documents 3.7.1 Agreements of counsel 3.7.1 Amendments to pleadings 3.7.1 Service of copies 3.5.1 POWER OF ATTORNEY Guardianship petition 14.2.1 Notice of guardianship hearing 14.1.1 PRESUMED DECEDENTS Method of serving notice 5.2.2 PRIVATE SALE OF REAL PROPERTY Committee comment 12.10.1 Contents of petition 12.10.1 Exhibits 12.10.2 Finality of order 7.1.2 Higher offer 12.10.3 Inalienable property 12.12.1 Mortgage 12.11.1 Petition to fix or waive security 12.10.5 Sale between estate and accountant 6.1.2 Security 12.10.4, 12.10.5 PROBATE Definition Probate, Estates and Fiduciaries Code (PEF) 2.3.1 Notice to named individuals in dispositive instruments 5.6.1 PRODUCTION OF DOCUMENTS Depositions and discovery 3.6.1 Production of documents 3.6.1 Will contest 3.6.1 PUBLIC SALE OF REAL PROPERTY Confirmation 12.9.2 Contents of petition 12.9.1 Exhibits 12.9.2 Finality of order 7.1.2 Inalienable property 12.12.1 Mortgage 12.12.1 Notice 5.1.1, 12.9.2 Personal representative, trustee, guardian 12.9.1 Petition to fix or waive security 12.10.5 Return of notice 5.4.2 Schedule of distribution 6.11.2 Security 12.9.4 PUBLICATION Accounts 6.6.1 Determination of title to real property 6.11.2 Grant of letters 6.1.3 Involuntary termination of parental rights 15.4.1 Legal periodical 1.2.10 Public sale of real property 5.1.1 Return of notice by publication 5.4.1 REAL PROPERTY Determination of title 6.11.2 Minor's estate 12.5.3 Private sale of real property Contents of petition 12.10.1 Exhibits 12.10.2 Finality of order 7.1.2 Higher offer 12.10.3 Inalienable property 12.12.1 Mortgage 12.11.1 Petition to fix or waive security 12.10.5 Sale between estate and accountant 6.1.2 Security 12.10.4, 12.10.5 Public sale of real property Confirmation 12.9.2 Contents of petition 12.9.1 Exhibits 12.9.2 Finality of order 7.1.2 Inalienable property 12.12.1 Mortgage 12.12.1 Notice 5.1.1, 12.9.2 Personal representative, trustee, guardian 12.9.1 Petition to fix or waive security 12.10.5 Return of notice 5.4.2 Schedule of distribution 6.11.2 Security 12.9.4 RECEIPTS Account 6.1.4 Additional receipts in statement of proposed distribution 6.9.4 Certification by counsel that receipt is unavailable 6.1.4 Filing of receipts 6.1.4 Registered or certified mail 5.4.1 RECOMMENDATIONS Compensation of auditor or master 8.8.2 Examiners 9.1.2 RECORDS List of corporate sureties 1.2.4 Removal from Clerk's office 1.2.3 REGISTER OF WILLS Appeal procedure Certified cases 10.8.2(d) Jury trial 10.8.2(e) Non pros 10.8.2(c) Decrees Enforcement 10.8.2(f) Sequestration of property 10.8.2(f) Writ of attachment 10.8.2(f) Forms 3.4.1, 6.1.1 REPLY Disposition of pleadings 3.2.2 Failure to reply 3.2.2 Form of pleadings 3.4.1 Pleadings allowed 3.2.1 Required when new matter asserted 3.2.1 Service of pleadings 3.5.1 REPORTS Adoption including step-parent 15.4.2, 15.5.1 Auditors and masters 8.1.2, 8.6.1, 8.7.1 Examiners 9.1.1, 9.1.2 Guardian of incapacitated person 14.2.5, 14.3.1 Sales and purchases between estate and accountant 6.1.1 Unknown or non-resident distributees report of investigation 6.9.2, 6.9.3, 13.3.1 RESIDENCE Adoption Confirmation of consent to adoption including step-parent 15.5.1 Involuntary termination of parental rights 15.4.1, 15.4.2 Counsel 3.4.1 Determination of title to real property 6.11.2 Family exemption 12.1.1 Guardianship Adjudication of capacity 14.3.1 Minor's estates 12.5.4 Petition 14.2.1 Public sale of real property 12.9.1 Legatees, devisees and beneficiaries 5.6.1 Public sale of real property Guardian 12.9.1 Personal representative 12.9.1 Public sale 5.4.2 Return of notice 5.4.1 Trustee 12.9.1 Service of pleadings 1.2.3 Settlement of small estates 12.0.1 RETURN Public sale of real property Approval or confirmation 5.4.2, 12.9.3 Return of sale 5.1.1 Security 12.9.4 Return days 1.2.11 Return of notice Personal service 5.4.1 Publication 5.4.1 Registered or certified mail 5.4.1 SALARY Auditor 8.8.2 Examiner 9.1.3 Master 8.8.2 Security for 8.8.1 SALES Minor's estate 12.5.3 Private sale of real property Contents of petition 12.10.1 Exhibits 12.10.2 Finality of order 7.1.2 Higher offer 12.10.3 Inalienable property 12.12.1 Mortgage 12.11.1 Sale between estate and accountant 6.1.2 Security 12.10.4, 12.10.5 Public sale of real property Contents of petition 12.9.1, 12.9.2 Finality of order 7.1.2 Inalienable property 12.12.1 Mortgage 12.11.1, 12.12.1 Notice 5.1.1 Personal representative, trustee, guardian 12.9.1 Return of notice 5.4.2 Security 12.9.4 SECURITY Appeal from Register of Wills Non pros for failure to present bond 10.8.2(c) Auditors and masters 8.8.1 Guardians 14.2.5 Inalienable property Mortgage 12.12.1 Sale 12.12.1 Minor's estate Guardian's bond 12.5.2 Sale or mortgage of minor's real property 12.5.3 Real property Petition to fix or waive additional security 12.10.5 Private sale 12.10.4 Public sale 12.9.1, 12.9.4 Surety on additional bond 12.10.5 Sureties Attorney as surety 1.2.3 Certificate of appointment 1.2.5 Corporate sureties and fiduciaries 1.2.4, 1.2.7 Duty of fiduciary 1.2.4 Individual surety 1.2.4 Release of fiduciary and surety 1.2.8 SERVICE Action upon default 10.8.2(f), 10.8.2(g) Adoption Involuntary termination of unknown putative father 15.4.1 Petition to confirm consent 15.5.1 Petition to terminate parental rights 15.4.2 Copies of pleadings 3.5.1 Exceptions 7.1.5 Guardianship Adjudication of capacity 14.3.1 Modification 14.2.6 Petition 14.1.1 Proof of service 14.2.3 Personal service 5.4.1 Unknown or non-resident distributees 6.9.3 Registered or certified mail 5.4.1 Title to real property 6.11.2 SMALL ESTATES Deposit in attorney's trustee account 1.2.6 Discharge of personal representative 12.7.1 Family exemption included 12.1.1 Finality of order 7.1.2 General requirements 6.1.5 Guardian's final account 14.2.5 Petition 12.0.1 Unknown distributee 13.3.1 SPECIAL ORDERS Attorney acting as surety 1.2.3 Depositions, discovery and production of documents 3.6.1 Examiners 9.1.1 Notice to absentee, presumed decedent or unascertained person 5.2.2 Notice to person under incapacity with no fiduciary 15.2.1 Perpetuation of testimony 3.6.2 Release and substitution of surety 1.2.8 SPECIAL PETITIONS Family exemption Included in petition to settle small estate 12.1.1 Notice requirements 12.1.1 Petition 12.1.1 Minor's estates Allowance 12.5.4 Estate not in excess of PEF code 12.5.3 Mortgage or sale of real property 12.5.3 Presence of minor 12.5.1 Public sale of real property 12.9.1 Restricted account 12.5.2 Mortgage of real property 12.5.3, 12.11.1 Private sale of real property Exhibits 12.10.2 Higher offer 12.10.2 Security 12.10.4, 12.10.5 Public sale of real property Confirmation 12.9.3 Exhibits 12.9.2 Guardians 12.9.1 Notice 12.9.3 Personal representatives 12.9.1 Security 12.9.4 Trustees 12.9.1 Settlement of small estates Discharge of personal representative 12.7.1 Exhibits 12.0.1 Notice requirements 12.0.1 Petition 12.0.1 Trustees Appointment 12.6.1 Exhibits 12.6.1 Public sale of real property 12.9.1 Successor co-trustee 12.6.2 SPOUSE Family exemption 12.1.1 Minor's estate 12.5.4 Notice for person under incapacity 5.2.1 STATEMENTS Audit Accounts of guardians of estates of minors 6.2.2 Date of audit 6.4.2 Finality of orders, decrees and adjudications 7.1.2 General requirements 6.9.1 Hearing on objections 6.4.2 Notice to be given 6.9.1, 7.1.2 Waiver of objections 6.10.1, 7.1.2 Physician's statement for guardianship 14.2.1 Inheritance tax statement in settlement of small estates 12.0.1 Proposed distribution Additional receipts and disbursements 6.9.4 Finality of orders, decrees and adjudications 7.1.2 Notice to be given 6.9.1, 7.1.2 Objections 6.10.1 Waiver of objections 6.10.1, 7.1.2 SUI JURIS Appeals from Register of Wills 10.2.1 Guardianship petitions 14.1.1 Method of serving notice 5.2.1 SURETIES Appeal from Register of Wills Non pros for failure to present bond 10.8.2(c) Auditors and masters 8.8.1 Guardians 14.2.5 Inalienable property 12.12.1 Minor's estate Guardian's bond 12.5.2 Sale or mortgage of minor's real property 12.5.3 Real property Petition to fix or waive additional security 12.10.5 Private sale 12.10.4 Public sale 12.9.1, 12.9.4 Surety on additional bond 12.10.5 Sureties Attorney as surety 1.2.3 Certificate of appointment 1.2.5 Corporate sureties and fiduciaries 1.2.4, 1.2.7 Duty of fiduciary 1.2.4 Individual surety 1.2.4 Release of fiduciary and surety 1.2.8 SURVIVING SPOUSE Family exemption 12.1.1 Minor's estate 12.5.4 Notice for person under incapacity 5.2.1 TESTIMONY Adoption hearing 15.5.1 Depositions, discovery and production of documents 3.6.1 Guardianship hearing 14.2.2, 14.2.4 Perpetuation of testimony 3.6.2 Pre-trial conference 3.7.1 TRIAL Demand for jury trial 10.8.2(e) Depositions, discovery and production of documents 3.6.1 Perpetuation of testimony 3.6.2 Pre-trial conference 3.7.1 TRUSTS AND TRUSTEES Appointment of trustee Exhibits 12.6.1 Successor co-trustee 12.6.2 Attorney's trustee account 1.2.6 Examiner 9.1.2 Finality of orders, decrees and adjudications 7.1.2 Inter vivos trusts 1.2.9 Method of serving notice 5.2.1, 5.6.1 Real property Inalienable property 12.12.3 Mortgage 12.11.1 Private sale 12.10.1, 12.10.2, 12.10.4 Public sale 12.9.1, 12.9.2, 12.9.4 UNIFORM FIDUCIARY ACCOUNTING STANDARDS Accounts 6.1.1 UNKNOWN DISTRIBUTEES Contents of fiduciary's report 6.9.3 Report by fiduciary at audit of account 6.9.2 Settlement of small estate 12.0.1, 13.3.1 VERIFICATIONS AND AFFIDAVITS Accounts 6.1.1, 6.1.3 Audit statement 6.9.1 Guardianship 14.2.1, 14.2.3 Involuntary termination of parental rights 15.4.1 Private sale of real property 12.10.2 Return of service of notice 5.4.1, 5.4.2 Sureties 1.2.4 Unknown or non-resident distributees 6.9.3, 13.3.1 VOLUNTARY RELINQUISHMENT OF PARENTAL RIGHTS Included in petition to terminate putative father's rights 15.4.2 Procedure 15.1.1 WAIVER Finality of certain orders, decrees and adjudications 7.1.2 Inalienable property 12.12.1 Objections to account or statement of proposed distribution 6.10.1 Petition to waive additional security 12.10.5
ANY CORRECTIONS OR ADDITIONS MAY BE DIRECTED TO THE ORPHANS' COURT RULES COMMITTEE
[Pa.B. Doc. No. 09-556. Filed for public inspection March 27, 2009, 9:00 a.m.]
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