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Orphan's Court Rules

CONTENTS

RULE 1 - JUDGES AND LOCAL RULES

Rule 1.2.1. Citation of Rules.

Rule 1.2.2. Petitions and Motions.

Rule 1.2.3. Briefs.

Rule 1.2.4. Attorneys.

Rule 1.2.5. Depository of the Court.

RULE 2 - CONSTRUCTION AND APPLICATION OF RULES

Rule 2.3.1. Definitions.

RULE 3 - PLEADINGS AND PRACTICE

Rule 3.2.1. Pleadings, Motions and Petitions.

Rule 3.2.2. Pleadings, Disposition, Issues of Fact or Law.

Rule 3.4.1. Form. Exhibits.

Rule 3.4.2. Consents. Joinders. Form.

RULE 5 - NOTICE

Rule 5.1.1. Notice. Legal Publication.

Rule 5.2.1. Method. Person under Incapacity. No Guardian or Trustee.

Rule 5.4.1. Notice. Additional Requirements.

Rule 5.5.1. Charities. Notice to the Attorney General.

RULE 6 - ACCOUNTS AND DISTRIBUTION

Rule 6.1.1 Accounts Required. Time for Filing. Family Settlement Agreement in Lieu of Audit and Confirmation.

Rule 6.1.2. Form of Accounts. Additional requirements.

Rule 6.3.1. Notice To Parties in Interest.

Rule 6.4.1. Accounts. Time for Filing.

Rule 6.9.1. Accounts. Papers to be Submitted.

Rule 6.10.1. Objections. Form and Content.

Rule 6.10.2. Objections. Time for Filing.

Rule 6.10.3 Objections. Deposit on Account of Fees and Costs.

Rule 6.10.4 Objections. Service. Return.

Rule 6.10.5. Objections. Failure to Make, Effect.

Rule 6.11.1. Accounts. Confirmation.

Rule 6.11.2. Distribution Under Section 3534 of P.E.F. Code.

Rule 6.11.3. Settlement of Small Estates. Contents of Petition.

RULE 7 - EXCEPTIONS

Rule 7.1.1. Exceptions. Form and Contents.

Rule 7.1.2. Exceptions. Time for Filing.

Rule 7.1.3. Exceptions. Partial Distribution.

RULE 8 - AUDITORS AND MASTERS

Rule 8.1.1 Appointment.

Rule 8.1.2. Notice of Hearing. Hearings.

Rule 8.5.1. Transcript of Testimony.

Rule 8.6.1. Filing of Report. Notice of Filing. Proof of Notice.

Rule 8.7.1. Report of Auditor or Master. Disposition Procedure.

Rule 8.8.l. Compensation and Security.

RULE 9 - OFFICIAL EXAMINERS

Rule 9.1.1. Official Examiners.

Rule 9.1.2. Official Examiners. Compensation.

RULE 10 - REGISTER OF WILLS

Rule 10.1.1. Appeals from Grant of Letters

Rule 10.1.2. Form of Appeal from Register of Wills Decision.

Rule 10.2.1. Inheritance Tax Appeals.

RULE 12 - SPECIAL PETITIONS

Rule 12.1.1. Family Exemption. Appraisal

Rule 12.1.2. Family Exemption. Allowance.

Rule 12.1.3. Family Exemption. Risk Distribution Prior to Confirmation.

Rule 12.2.1. Allowance to Surviving Spouse of Intestate. Appraisal.

Rule 12.3.1. Election of Surviving Spouse. Filing of Petition for Extension of Time.

Rule 12.5.1. Appointment of Guardian for Minor. Consents Required.

Rule 12.5.2. Guardians. Minors. Bond. Restricted Account.

Rule 12.5.4. Minor's Estate. Allowances. Approval of Court.

Rule 12.9.1. Public Sale of Real Property. Contents of Petition.

Rule 12.9.2. Notice of Public Sale of Real Property.

Rule 12.9.3. Public Sale of Real Property. Return of Sale.

Rule 12.9.4. Public Sale of Real Property. Decree.

Rule 12.10.1. Private Sale of Real Property.

Rule 12.10.2. Private Sale of Real Property. Public Notice of Sale. Form of Notice.

Rule 12.10.4. Confirmation of Sale.

Rule 12.11.1. Mortgage of Real Property.

Rule 12.11.2. Pledge, Lease, or Exchange of Real Property.

Rule 12.12.1. Inalienable Property. Public Sale.

Rule 12.12.3. Inalienable Property. Private Sale.

Rule 12.12.4. Inalienable Property. Mortgage.

RULE 14-GUARDIANSHIP OF INCAPACITATED PERSONS

Rule 14.1. Form of Preliminary Decree.

Rule 14.2. Testimony Regarding Incapacity or Incompetency. Deposition.

Rule 14.3. Accounts of Guardians.

Rule 14.4. Annual Report of Guardian of Person of Incapacitated Person

RULE 15-ADOPTIONS

Rule 15.1. Local Rules.

Rule 15.1.1. Local Practice and Procedure.

Rule 15.1.2. Exhibits.

Rule 15.2.1. Voluntary Relinquishment to Agency.

Rule 15.3.1. Voluntary Relinquishment to Adult Intending to Adopt Child.

Rule 15.3.2. Alternative Procedure for Relinquishment.

Rule 15.4.1 Involuntary Termination of Parental Rights.

Rule 15.4.2. Form of Petition for Involuntary Termination.

Rule 15.4.3. Form of Decree Nisi and Final Decree

Rule 15.8.1. Registration with the Court of Authorized Persons.



Index to Orphans' Court Rules

References are to Rule Numbers

 

 

ACCOUNTS AND DISTRIBUTION

        See also Family Exemptions

  Accounts

        Account to be filed in every estate

6.1.1

        Additional requirements regarding form

6.91

        Advertisement

6.3.1

        Audit of

6.11.1, 6.3.1

        Confirmation of

6.11.1

        Continued audit

6.1.2

        Distributions under Section 3534 of PEF Code

6.11.2

        Exceptions to (see Objections, infra)

 

        Execution of

6.1.2

        Family Settlement Agreement in lieu of audit and confirmation

6.1.1

        Filing, time for

6.4.1

        Form of

6.1.2

        Incapacitated person's estate, by guardian of

14.3

        Notice to parties in interest

6.3.1

        Objections

6.10.1

        Objections, deposit for costs and fees

6.10.3

        Objections, effect of failure to make

6.10.5

        Objections, proof of service

6.10.4

        Service

6.3.1

        Small estates, petition for settlement of

6.11.3

        Statement of  proposed distribution

6.9.1

Distribution

 

        Distributions under Section 3534 of PEF Code

6.11.2

        Partial distribution pending exceptions

7.1.3

        Risk distribution prior to confirmation

12.1.3

        Statement of proposed distribution

6.9.1

ADJUDICATIONS

 

        Exceptions to

7.1.1-7.1.3

ADOPTIONS

 

        Affidavit of search, form of

15.4.2

        Exhibits required

15.1.2

        Consents, petition to confirm

15.3.2

        Counsel, appointment of

15.4.1

        Decree, form of

15.43

        Forms

15.4.2-15.4.3

        Guardian ad litem, appointment of

15.4.1

        Involuntary termination of parental rights

15.4.1

        Involuntary termination of parental rights, form of decree for

15.4.2

Involuntary termination of parental rights, form of petition

15.4.2

        Involuntary termination of parental rights, procedure

15.4.1

        Local practice and procedure

15.1.1

        Petition to confirm consents

15.3.2

        Registration with the Court of authorized persons

15.8.1

        Relinquishment, alternative procedure

15.3.2

        Representation of minors

15.4.1

        Voluntary relinquishment to adult intending to adopt

15.3.1

        Voluntary relinquishment to agency

15.2.1

ALLOWANCE TO SURVIVING SPOUSE

 

        Appraisal of property

12.2.1

APPEALS

 

        Appeal from register of wills, form of

10.1.2

        Inheritance tax appeals

10.2.1

APPRAISALS

 

        Allowance to surviving spouse

12.2.1

        Family exemption,

12.1.1

        Private sale of real property

12.10.1

ARGUMENT LIST

 

        Exceptions to accounts

6.3.1, 6.11.1

ATTORNEYS

 

        Endorsement of pleadings

1.2.4, 3.4.1

        Service of pleadings upon

3.2.1

        Signature on pleadings

3.4.1

AUDITORS AND MASTERS

 

        Appointment of

8.1.1

        Compensation of.

8.8.1

        Exceptions to reports of.

7.1.2, 8.7.1

        Hearing of

8.1.2

        Notice of hearing

8.1.2

        Reports of, confirmation procedure

8.7.1

        Reports of, filing

8.6.1

        Security for payment of costs and fees.

8.8.1

        Testimony, transcript of

8.5.1

AUDITS (see Accounts and Distribution, supra)

 

BRIEFS

 

        Form  of

1.2.3

BUSINESS OF COURTS

 

        See also Pleading and Practice

 

        Argument list

6.3.1, 6.11.1

        Attorneys

1.2.4

        Authorized persons, registration with the Court

15.8.1

        Citation of rules

1.2.1

        Pleadings, motions and petitions

3.2.1

CHARITIES

 

          Notice to the Attorney General, when required

5.5.1

CITATION

 

       Definition of

2.3.1

CITATION OF RULES

 

      Citation of  Rules

1.2.1

DEPOSITORY OF THE COURT

 

Deposit of money or securities

1.2.5

EXAMINERS, OFFICIAL

 

      Appointment of

9.1.1

      Compensation of

9.1.2

EXCEPTIONS

 

        Form and contents

7.1.1

        Partial distribution

7.1.3

        Proof of service

7.1.2

        Time for filing

7.1.2

FAMILY EXEMPTION

 

        Allowance prior to confirmation, petition for

12.1.2

        Appraisal

12.1.1

        Objections

12.1.2

        Risk distribution

12.1.3

FAMILY SETTLEMENT AGREEMENT

 

        Contents of

6.1.1

        In lieu of audit and confirmation of account

6.1.1

FEES AND COSTS

 

        Master's fees and costs, deposit for

8.8.1

        Official examiner

9.1.2

FILING OF PAPERS

 

        See also Accounts and Distribution

 

        Attorney's name and I.D. number to be noted on pleadings

1.2.4

        Exceptions

7.1.2

 

        Petitions and motions to cite statutory authority or rule number

1.2.2

FORMS

 

       Account

 

           Form of

6.1.2

           Notice of confirmation

6.3.1

       Adoption

 

            Affidavit of search

15.4.2

            Involuntary termination of parental rights, decree of

15.4.3

            Involuntary termination of parental rights, petition for

15.4.2

       Consent or joinder

3.4.2

       Incapacitated persons

 

           Account of guardian of

14.3

           Annual report of guardian of

14.4

           Decree for guardianship, preliminary

14.1