Accounts

 

 

PLEASE BE ADVISED:  Pursuant to the Pennsylvania Supreme Court Order under date of December 1, 2015, and the recently adopted Supreme Court Rules, which seek to standardize procedures throughout the Commonwealth and promote uniformity, complete new forms and information about the requirements for Accounts filed in the Orphans' Court can be accessed by clicking HERE and are currently being accepted by our office.  As of September 1, 2016, we can no longer accept any of the old Account forms.

 

Pursuant to the new Orphans' Court Rules, Accounts must adhere to the following:

 

 

 

 

SARAH E. EDWARDS, M.A., J.D.

REGISTER OF WILLS & CLERK OF ORPHANS’ COURT

BUTLER COUNTY, PENNSYLVANIA

 

 

FINAL ACCOUNTS CHECKLIST

NEW FILING REQUIREMENTS

Effective Sept. 1, 2016

 

FEES:            $125.00 for Account (includes up to 20 pages)*       

                        $2.00  for each extra page*

$25.00 for Petition for Adjudication/Statement of Proposed Distribution

$5.00 for Decree*

                        $10.00 for Decree of Realty*

 

·             *Attorney/Bank Certified/Cashier Checks made payable to Register of Wills

 

·        Cannot file until after 4 months from date of first COMPLETE advertisement

         (latter of first 2 advertising dates)

 

·        Enclose a self-addressed, stamped envelope for confirmation notice

 

·        TYPEWRITTEN  with ORIGINAL SIGNATURES & ACKNOWLEDGEMENTS

                       

·        PUT IN FOLLOWING ORDER:

 

     I.              Notice Coversheet on County website OC Form’s list

 

     II.            Real Estate Decree – filed in duplicate originals with backs completed for

                    any real estate that has not been sold and is now being distributed

                    on County website OC Form’s list

 

     III.           Accountselect proper fill-in account from County website OC Form’s List

     ·        All schedules shall include dates of all receipts and disbursements,

              description of receipt/disbursement and totals

 

     IV.          Petition for Adjudication/Distribution - link on forms page will go to the State

                   Website – select proper fill-in petition

 

       ORIGINAL Proofs of Publication attached

      ·        Copies of Will and any other pertaining instruments to the adjudication

      ·        ORIGINAL, NOTARIZED Affidavit of Service of Notice form

         COMPLETE with names/addresses/date & manner of service of all

         Account/Petition documents for everyone served

 

 

 

 

     V.           Decree for Judge to sign with attached Schedule of Distribution

 

     VI.          Notice of Charitable Gift (Pa. O.C. Rule 5.5) – if a charity is involved -

                   on County website OC Form’s list

 

 

 

 

Again, complete new forms and information about the requirements for Accounts filed in the Orphans' Court can be accessed by clicking HERE and are currently being accepted by our office. 

As of September 1, 2016, we can no longer accept any of the old Account forms.

 

Butler County does not require formal audits with personal appearance before the President Judge.  All accounts (Estate, Guardian, Trust) are filed with the Orphans' Court Division who presents them to the Judge on the NiSi date for review.  The requisite inserts are written proof the accounts have been filed in accordance with the statutes and Pennsylvania Rules of Court.