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COMMONWEALTH OF PilNNSYLVANIA' DiPARlMElNT OF UEAllH I YI1AL RiCaRD!
CERTIFICATE OF DEATH
"'lIII'fllNI
W
,IRMANUIf
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tlJ ioU J.I
IN Tl(E SUpp,EME COURT OF PENNSYLVANIA - PMU/',
') 1, i I,~ '( Lf
RE I AMENDMENTS TO SUPREME
COURT ORPHANS' COURT RULES
I NO. 103
SUPREME COURT RULES DOCKET NO.1
ORDER
PER CURl'AM I
AND NOW, this 30th day of April, 1~92, the supreme court.
orphans' court Rules are amended as folloWSI
1. New Rule 5.6 requiring the giving of notice to
beneficiaries and intestate heirs is adopted as set forth in
Attachment A hereto. Rule 5.6 shall apply to decedents dying on
or after July 1, 1992;
account to be filed with the Register of Wills is repealed and
Rule 6.6 requiring the filing of all fiduciary accounts with the
Clerk of the orphans' Court is amended as set forth in Attachment
B hereto. These changes shall be effective on the date of this
2. Rule 6.5 requiring a personal representative's
order; and
3. Existing Rule 6.12 requiring the filing of status
reports by a personal representative is repealed and new Rule 6.12
is adopted in its place as set forth in Attachment C hereto.
These changes shall apply to decedents dying on or after July 1,
1992.
TRUE COpy FROM RECORD
Attest: May 1. 199Z
, "ltl(Jd:.tZ.
ATRICI J NSON
Assistant Chief Clerk,
Supreme CoW't of Pennsylvania,
Eastern District
A'l'TACUMENT C
RtJIJE 6. 12 STATUS REl'OR'l'
BY PERSONAL REPRESEN'rA'rIVE:
(a) Report of unc~lIn1>le_tec!._~dmi_nistration. If
administration of an estate has not been completed within two
years of the del1edent's death, the personal representative or
counsel shall file at such time, and annually thereafter until
the administration is completed, a report wl.Lh the Regl.ster of
Wills showing the date by which the personal representative or
counsel reasonably believes administration will be completed.
(b) Report of com.EJetest~dmj._I1J;st~.'!.tion. Upon
completion of the administl:aLi.on of an estat.e, the personal
representative or his, her or its counsel shall file with the
Register of Wills a report showing:
(1) completion of administration of the estate;
(2) whether a formal account was filed with the
Orphans' Court;
(3) whether a complete account was informally
stated to all parties in interest;
(4) whet.her final distribution has been completed;
and
joinders
Orphans'
(5) whether approvals of the account, receipts,
and releases have been filed with the Clerk of the
Court.
(c) FOI!1) of re.2.~rt. The report required by this Rule
shall be in substantially the prescribed form.
(d) No fee. No fee shall be ~iliarged for. filing the
report required by this Rille.
(e) Copy of rule. Upon the grant of letters, the
Register shall give a copy of this Rule to each personal
representative and his, her or its counsel.
(f) Fa.!l~~ii.le_i'l__!:.HPOr:~:. AftHr at: least ten (lO)
days prior notice to a delinquent personal representative and
counsel, the Clerk of the Orphans' Court shall inform the Court
of the failure to file the report required by this Rule with a
request that the Court conduct a hearing to determine what
sanctions, if any, should be imposed.
.,....-..
Oi/all/OS 16:4i I'M ill 161 .J1I15
-.----- -----
.'
~
.--.----.--...
,
Q penon of UlfI :r
lll'eviously been ,
llnSII on petition \
: . eopy of th,
taUon 01' llot{('fi1
,bUoatloll. N.t. ,
lul...d wh.... .11
)r their cOll8Bnla
~.
ISCOVF;RY,
:NTS ANI)
t'lMONY
,J rule or special
.tin/l to dOp<>;1'
'nLl and perp.~
0\ provided fut
il'l the pndice
to the p....U,.
''''''I, OOllrt or
8; Nov. :!4, 19701
t week, bu~ At
,ch publlcation.
In 1I,ucCQssive
",hllcaUoD .nd
'ent for wW,b
.' MONTHS
mbly tho 1'1''''
c<ltlAin day Is
I be compult\d
excluding tho
un, and .ha.U
lot month 80
ler ll!\ the dlY
ltlon is made,
, I..t month I.
lInputed sholl
loaring ot N"
1'Il0nal scrvlce,
lorby mail, if
.IIIS&W
IjIJUIlVOU3
2!!)1,'~CL__________.,__.
._!!!!!!-_~c~
te) If hl.o I'Cllldenro I. II0t lo,owII, by pullUmtloll
once a week during three Buccvuive eat. ,udlU' woeb 111
UIO legal perioell!'J\l, U any, and III I nflW1lPllj"" ot
8"neral circlllltlon "ubluhed at or ne. r his I..t kn.own
1'e~jdflllt1! wtthln the tountyj or
(d) in Ilueh ot.h(',.r tlllU1nor au Ule cO\lr~ "ball ttired
RIJI.r, 5.? M~l'I'II(1)i I'E ItSON
UNDJ<1R INCAPACITY
Whunover 1I0tico I. In I.. 'g/vlIlI . p",~.on wh. III 001
,ul jurtll, noUce ohall b. Kfven lo hi, gUArdian or
lnIote.. bllt If thore l.o no .uch g\lllrdJan or lrwotee,
notice .b.n b. Rlvell in ouch m.nne.. 11lI the ,oUrl by
l""el'9l ruI. or opecllll order ,h:ll1 dire It. Tho tetu"'
ot IUch notice or an BYl'Jnn~nt of lueh J)oU<!tI iri .
pleadlnll' Iholl o.t forth the In.al'loit) of tho pel'llO;'
who ill not oul juris and tho name alld addr.", Ilt hl.&
rep......lllAtiv. or other p..~on who Iu.. been noUlled
on hill hehllf.
Amellded Nl'Iv. 24, 1915, ,"ecOveJI"', 1,19"16, '
RULE 5.8 TIME FOR NOTIC~l
Whenovcr 110\1.. of the,intcnUulI t" do any oct l.o
required, ."oh notice sholl be given I' 10""t ten day.
prior to the doing of U,. .ct, uldel\! a ~Ifferent period
(, opedflod by a rulo adopted by the Sdpreme ('Alurt
or by In Act of A.s5embly.
RULE 5.4 RETURN 01>' NOTICE
Return of noUee ohaJ] he hy aIIIdavit ot tho pOrllOtl
,.rving, mlliltng, publiohlng or d..uv.r\rlg oucb notice.
RULE 5.5 CHARI1'IES; NOne.; TO
TilE ATTORNE"Gl~NgRAJ,
In "".ry procweding hi u.e 0'1.hOl18' Court Involving
.1' a(feoting a charltahl. Interest wltll the fIl<eUpUOll
herelnon"". a.t forth. .t .....t lif\.ee', da)'ll odvance
II'ritwn ,lIeU.e ,thereof ohallbe given \<J the Atto",oy
General of the ('Almmenwealth of PeInsylvanla at hU1
principal om... at Horri>burg, PeIlll8YIvaniA, or to a
deputy of W. wbom be sholl hove designated for sucb
purpOlle for the Judle\al dWTid'in 'l'hleh th. proeood,
!nil' Is pending. The noUee ehalllnnlll d. or b. .erom-
plIlied hy such of the foUowirlg .. mar be aPP""prtate
(a) the c.jition ofthe '''0:'''.'-' ., ".-.
. " ,~.' .' . ' '.: 'T' .: . , .: : I ; _ .', I" I I.' I. .
(b) I d..cripUon of the nature or the proceoding;, '
(e) the date, lime and p1:wJ wbon tho mltter ill ,to
be heard'by.th. c.ourt toth. 'e~nt then known;
(d) Ibu naine of U.. decoden4 ..tllor, incompetent
or minor, it notdl.~olo..d.~i_tl1~. ,.ptt<,n;
(e) . eopy 01 th.will or 'othe. lnlItnunent er..Ung
the oharilAhle intl!Mlot; , .
(0 I.h,' nomo arId add,,,,,a of any .peciJic ,I~rity
whlcJl may bu arroelA1d hY ~bo pro""""inBi
(g) It Ule cluuit.bl. Int....tls a p..",ilt lnteroot, a
desoription .nel the 'l'p'Oxlnlaw mark..l value of th.t
iutere&t;
Ih) It U.. rllarilAbl. Inte...slls I tutUll> hlte"",t Ind
tho lI.timlted pre..nt vllue ot the property Invelved
..ooed. $26,000, . btle! de",ril.Uon theroof lno'udlng
UIO conditio.. l"eoodent w illl venUnll' In e.l\loyu,ent
and pOlBol:ltllun, the llaR)efl .nd a6"'" o( pe~on8 known
to MV. lotm'eew preceding INch ch.ariLo~lu Inter-eo4
Ind the .pproxim.to market value of t.bo property
Involvod: .
(I) a dU$cril'tion of any un""",lvod elalJn and' any
mlte.rial qUl'lltton of Interpl'llt.olion or dlotl'nIl1Uonllke-
Iy to be submltte.d for IdJudl..Uqn wbiel. mlY atr.ot
tho valuo of the oharlwblo lnte....t; .
0) Ule name. and .del......'. of all tldudario.;
(k) tile nama and IIddrOOll of coun,.1 for the fiducia.
ry i and
(/) th,. IIIUne .mi add"",. ot co\lMel for any nharity
wl,. hoa r."lved nlltice .r h.. app..rod rOt It snd the
na",e of UIO 'Mrlly whlrb h. rep.....nts.
Proot lit .ervto. or tile .I..vo noti,e by Nlglolllred or
certified nloll or Bl1 sclmOl'llcdllIDOnt of s\lc.h neU...
reeelved frolll tbe Attonl'7 .0e"el1ll or Ida deputy
.hall be filed 'of rocord In eYetY pro.eedlng involVIng.
charitable Inte.....t erior to'tht .nb-y of any decro..
Unle.. th. Orpl1l11ls' Court. dJrect<l othetwlsu by
100.11.1 rule .dopted an.." theetl'eotlv8 'date h....of, no
noUco to the Attorney 0<>......1' ',ir 'hiA designatad
deputy ,h.n ber.qlllrcd wlU, tCllpOOt to a pe<llnlary
legacy to .. charity in the flO1ollnt of $26,000 or res.,
whirh b..- been or wll\ he 1,l.Idln full.
Adollted Jan. P./il t9f.R, ('ffl'cthC': .'eh.l, 19GR.. Amended Nov.
24t 1975, eCfQctlvo ,Jln. 1, W'W.
!!ute 5.~,__ .____.
ORI'IIANS' COlJll1' IllJJ.~l!l
.,----~-_.........--~--"--- -~.----".-----.-,~---.-~.--.-
NIITley. OF B~NErl~~AL INTEREST IN Esnn~'
(4) the AttorneY o..lIenl on beh.lf 01 any cll&1"itablo
be!ll!fkiarY whoae ln~rCllt ex_de $26,000 or ...h\,h
...w not be paid In fun;
(5) tile Attorney O.n'.11I1 on bebalf of ony gO""nl'
mental benollcllll'Y or in def..,\t of O,e other h,"'" of
tile ""tate;
(6) the trnot.e 01 any trust wht,h 10 . b.nefici.ry;
and .
(7) the opoo.., children or olher Intestate holro 01
tM decedent ao dewnnlnod under Ch.pter ?ol of the
Probate E,t;lte.. .nd ~"'iduc1arlc" Codo.
(b) ContenU of Notice. Th. notice .hall eoolaio
the 10Uowlng information:
(1) the d.te .nd pi"'" of d.redent'. dr.ath;
(2) wh.ther d..."dent died te.tAte or lntesUte;
(3) the county in '\\'hlch origillalletten wore grv.nl-
cd; . .
(4) the name.. addr-e. and telephone nwnbel'B of
all ,ppolnted penone.l representative. and Olelr coun.
sel; wd
(5) a copy of tM will or . description of the benen.
clary'. int.el'e.t In tile ....tate. .
(e) Monno,' of Notic.. Notice .hall be given by
personal .ervlce or by tirst.cl.as, prepaid man to ."h
party ...ho... .dd...... la known or reRSonably availablo
\0 tho penlonal r.p......nLoUv..
(d) Cortll1catlon 01 Notice. Wtthln wn (10) day.
alter giving the no~c. ...quired by subdlvioion (.) of
uu. Rule; \h. peno,,"' ...p.....nt.a~ .r hi. counsel
shall tlle with tho Reglst.er or Olerk ilL., h.". or l~,
c.rtiflcation In eubStantWly tho attAched tonn Ulat
notice has been given"" required by this Rule. No
fee ohall be oharged bY tho RegIst.r ur Clerk for filing
ti.e certification required by plll'8graph (d).
(e) F.II..... to File c.rtIfi..lion, Upon the foll-
ore by, the penonat repreeeutattve or hill counsel to
file the ,srtllIcatlon on a tlmoly bosl., the Register
shall, alWr \1m (l0) do)'! prior written nodce \0 the
delinquent lIduciarY and Ill. eOUJUleI, l'otify the Court
of ouch. deUnquency along with a request th.t the
Court cooduct . hoorlng \0 detennlne ther san
do... ahould be 1m ed u on the ·
~een . at' " I ':. '
(() Elf",t 01 Notice. Thla Rule shaD 1I0t alter,
diminish or confer eddltJonlll: "ub.tanti'm rlghblupon
anybenellclarY. '.' .'r' ....
(gl Copl.... of Rul.. Th. llegL.w shall dellvor a
copy of thiJ> Rulo to.."h p".nlOn~ ,"\,res.nlAtive and
counflelllt 0\" timfll letters are granted.
AdoptAld AprtI 90. 11l9Z, \0 .pply to d""ed,"~ ,1)'Ina 00 or
.....,.Jl1Iyl.lm.
;K
IIH'ORE TUrl REGlSl'ER OP WIl,l.'l, COUN1'V
OF _.:._, I'F:NNSYI,VANIA . , ,
In rtl "~Gt.ato of _----1 der~.(l~edl
, .'
1<.._
01 _----
1'C; _'_ ,. ..~------ (beneficiary)
_-----.-.---..~-...- (addreSS)
,.~_._____--., .___.--.,---w-"
'/le.80 Loken.tice of the dMth of decedent and the
gr...t of leltel'll to tile I"'NOnol lepl'1l,"o\Jltivet.)
n'''Cd below. You may have A benel1ciollntor..t In
th" eotAW ..., foll_: '
---~- - ..-~-_.-------------.-
--.--..-
~---_.-
(ii'addiUolllll.pac~ is needed,~k ofp;jlo)--'
N;,me of decooont ------ ----
LIL$t known lliddn"-"s or 'de~cdent -"
--~----~_._----_.--------_. ..,--.-----
n IW of d..th ,-.---,..~-~--------:--.
I'i,",e of death ----.
Clllnty of graot of orl[:lnal l.tteN -
ll"edont died _ W1ut..- inle.talc.
A cOl'y of the 8\1U .__ Ls ._Is llolaltaehed..
N.lll.(S), addnJos(r-,' and telephone oumberiS) of olI
1> ,nonal rep.....entative. appointed
l\~me
Addre..
'relephone
---~--
----,-.-..~.-
----:
NlUllelh), .dlire..(es) .nd tnlophone nwnber(.) of ell
~ IUl\E'tel '
N.m.
Ad<\r"s
, ".
. Telophon.
_~r'---'~
. , .
JldclitionallnronIlaUon may be 'ohtaiJ\ed from U\P. uu-
,eralr,ned, ". '. . ..
llate . Sigri8tUr~ ~,-~~~',' ~-~~.-
'Name .~-. ....---:-.-:........----
Adlire.o _-~_...:..._.-:
'.~,-~.:_.~~
11 ' 'TelophoM ....-~. ,~--"
Caooclty. _ Personal Representative'
708
~ Ad .-~
" . 01'.... April ao. 1
., .M JnIJ' I, 1m.
I
"
,
CERTIFICATION
Name of Decoden
Date 01 De.th: -
Wlll No. ---
To U,e Regiat.or;
, I c.rt.lly thal n
uy Rul<i 6.6(a) of t
on or mailed lc
abeve--uptlo""d e'
~~
.,
R
Accountll ohall COI
(a) Thc dates (
sources of the T'
disbursemenUl ar.
be stated except
have been recelvl>
to the wne reci'
period of lime. "
not be Itemized 1
only with dalee 01
cov.red.
(b) Bxeept ...In
order of the local
odmln\stntloll, d
principal, ..d it,,,
(e) As/l.ls heli
filing thr. luor.ount
(d) Testamont.!
appointive asseU.
, (.iE.,h loc.a\
Iueonolatent with
IlCCO\lnl8.
. . (0 Accounts III
tJal. conlonnlty ....
Iorm.' IJ>lI",V"" 1
approved by lite
wc.alth.-wIUeltev<
(g) '1l1e \lnlfOl
and .ccompanylnl
onuncnded hy th
Accounting Slant
,
'.
~.
LJ
STATUS REPORT UNDER RULE 6.12
Name of Decedent:~~ ~
Pate of Death: 10 -:l {-- f'1
will NO. Iff7-(}tJljf:,jp
$/15'4-
n
J.r" .
Admin. No.f~ ;l/r7-1>1('j,j,
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State, whether administration of the estate is complete:
Yes >( No
,
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to NO. 1 is Yes, state the following:
a. Did the personal ~~~~tative file a final
account with the Court? Yes No ; J '.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an ~
a~count informally to the parties in interest? Yes No~
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ~/jff
".,
.1/'11-
or""'pf int )
;B-1..- ,7J;IIsL..(1. I fr-.~
I It",(f(
(1/1 [1'5 L- /0"3 ~_
Tel. No.
Capacity: ~personal Representative
~// ~
Signature
/; Ai!l k( /---
Name (Please type
7t;~-
yjtJ &/-bfi?.rA-t
Address
Counsel for personal
representative
(MAH: rmf/ AM3)