Form OC-01 eff. 09.01.16
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 a
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 No
tice 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.
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 intestate heirs if there is a
complete or partial intestacy. This list shall:
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