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1.
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Failure to have a completed cover page, which
should include the individual attorney's full name with identification
number, address and telephone number, on all pleadings.
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2.
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Missing or incomplete affidavit or verification.
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3.
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Missing Decree page.
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4.
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Improper caption, or no caption.
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a. |
If decedent's estate matter: "Estate of JOHN
DOE, Deceased"
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b. |
If minor's estate: "Estate of JOHN DOE, JR.,
a Minor"
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c. |
If an incapacity proceeding: "Estate of MARY
DOE, an Alleged Incapacitated Person"
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d. |
After a guardian has been appointed for incapacitated
person: "Estate of MARY DOE, an Incapacitated Person"
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e. |
If deed of trust: "Trust of JOSEPH DOE, Settlor
under Deed of Trust dated January 1, 2000"
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5.
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Requesting a parent to be appointed as sole
guardian of a minor's estate (PEF Code §5112 (3)).
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6.
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Requesting principal allowance(s) prior to appointment
of a guardian. A petition for allowance cannot be incorporated in
a petition for appointment of guardian.
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7.
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Failure to include (i) counsel's certification
that estate is solvent; and (ii) the estate's total inventory value
in a petition to fix or waive additional security.
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8.
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Failure to include evidence of the deposit in
petition for allowance in minor's estate, when the funds had been
ordered "deposited in restricted savings certificate and/or account."
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9.
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Failure to adhere to the local Philadelphia
Orphans' Court Rules.
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10.
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Failure to state properly an account filed for
audit.
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11.
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In audit papers filed with an account:
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a. |
Failure to complete the required checklist.
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b. |
Failure to include all information requested
in the petition for adjudication/statement of proposed distribution.
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c. |
Failure to attach all the required supporting
documents.
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d. |
Failure to include certification of counsel
on all copies being presented to the court.
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e. |
Failure to include in
audit notice: date, time, courtroom, judge, statement of issues before
the court, and statement that a person must be present or represented
by counsel to press a claim or make an objection. |
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f. |
Failure to give timely
audit notice. |
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g. |
Lack of specific reference
to deaths of named beneficiaries or remaindermen. |
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h. |
Failure to refer to principal
disbursements in account or audit notice (rather than only on appearance
slip). |