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TABLE OF CONTENTS
 
 
CHAPTER 1   INTRODUCTION
A.
General
B.
Offices and Office Hours
C.
Jurisdiction
D.
Legal Counsel
E.
Statute
F.
Rules of Court
G.
Further References
H.
Qualification of Personal Representative and Terminology
   
CHAPTER 2
  LETTERS TESTAMENTARY
A.
Probate Procedure
B.
Special Problems
   
1.
Probate of Signed Copy or Photocopy of Signed Copy of Will
   
2.
Holographic Will or Will with Strikeouts, Interlineations or Libelous Statements - "Copy Fair"
   
3.
Will in Foreign Language
     
CHAPTER 3   LETTERS OF ADMINISTRATION
A.
Regular Letters of Administration
B.
Letters of Administration c.t.a., d.b.n., and d.b.n.c.t.a.
C.
Other Letters of Administration
D.
Common Law Spouse
E.
Letters of Administration "For Suit Purposes Only"
F.
Letters of Administration on Petition of Creditor
     
CHAPTER 4   INDIVIDUAL PERSONAL REPRESENTATIVES
A.
When Bond Is Not Required
B.
When Bond Is Required
     
CHAPTER 5   CERTIFICATIONS
A.
Short Certificates
B.
Certified Copy of Letters and Exemplified Copy of Record
     
CHAPTER 6 INVENTORY
     
CHAPTER 7 NOTICE OF BENEFICIAL INTEREST
     
CHAPTER 8 STATUS REPORT
     
CHAPTER 9 LODGING AND COMPELLING PRODUCTION OF A WILL
     
CHAPTER 10   CAVEATS
A.
Informal Caveat
B.
Formal Caveat
C.
Caveat Conference and Hearing
     
CHAPTER 11   HEARINGS BEFORE THE REGISTER
A.
Petition for Citation
B.
Return Date
C.
Practice and Procedure
     
CHAPTER 12 CERTIFICATION OF RECORD TO THE ORPHANS' COURT
     
CHAPTER 13 PETITION TO REVOKE LETTERS
     
CHAPTER 14 APPEALS FROM DECREES OF THE REGISTER OF WILLS
     
CHAPTER 15 FOREIGN FIDUCIARIES
     
CHAPTER 16 REGISTER AS AGENT FOR DEPARTMENT OF REVENUE
     
CHAPTER 17   RESEARCHING WILLS, PROBATE RECORDS, AND INHERITANCE TAX RECORDS
A.
Probate Records for Wills and Administrations
B.
Inheritance Tax
C.
Foreign Fiduciary Affidavits TABLE OF CONTENTS OF APPENDICES
     
APPENDIX A    
Pre-printed forms may be obtained from the Register's Office; certain pre-printed forms may be obtained via the internet: http://courts.phila.gov/forms.html
 
1.
 
 
2.
 
 
3.
 
 
4.
 
 
5.
 
 
6.
 
 
7.
 
 
8.
 
 
9.
 
 
10.
 
  Petition for Grant of Letters
  Estate Information Sheet
  Oath of Subscribing Witness
  Renunciation
  Inventory
  Status Report
  Notice of Beneficial Interest
  Certification of Notice
  Notice of Appeal
  Foreign Fiduciary Affidavit
     
APPENDIX B    
Forms to be drafted by counsel
 
1.
 
  Petition for Citation to Show Cause Why Photocopy of Will Should Not be Probated
 
2.
 
  Petition for Citation to Show Cause Why Petitioner Should Not be Appointed Administrator
 
3.
 
  Petition for Leave to Resign as Executor
 
4.
 
  Petition for Citation to Show Cause Why Petitioner Should Not Be Compelled to Produce the Will of Decedent
 
5.
 
  Informal Caveat
 
6.
 
  Formal Caveat
     
APPENDIX C - List of Approved Corporate Fiduciaries
     
APPENDIX D - Fee Schedule of Register of Wills
     
APPENDIX E - List of Helpful Names and Telephone Numbers
     
APPENDIX F - Timetable for Estate Settlement