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TABLE OF CONTENTS
 
 
1.
  JURISDICTION OF THE COURT
A. Status Before 1969 Constitutional Amendment
    B. The Effect of the 1969 Amendment to the Pennsylvania Constitution
    C. General Powers
    D. Mandatory and Exclusive Jurisdiction
.
    E Concurrent (Non-Mandatory) Jurisdiction
    F. No Jurisdiction
    G. Survival and Wrongful Death Actions
    1. Survival Actions
    2. Wrongful Death Actions
       
2.
  PETITIONS, NOTICE AND OTHER BUSINESS OF THE COURT
    A. In General
    B. Proceeding by Petition
   
1.
Generally
   
2.
Petition and Notice
    a. Preliminary Procedures
    b. Certification of Service
    c. Filing
    d. Responses
    e. Disposition
    3. Petition and Citation
    a. General Requirements and Procedure
    b. Method of Service
    c. Proof of Service
    4. Court En Banc
    C. Court En Banc
    1. Generally
    2. Scheduling of Arguments
    3. Service
    4. Argument
    D. Discovery
    E. Jury Trial
    F. Declaratory Judgment
     
3.
  ACCOUNTS, AUDITS AND DISTRIBUTION
    A. Accounts
      1. Preparation
      2. Filing
    B. Audits
    1. Notice
    2. Forms
    3. Procedure for Audit
    C. Adjudications
    1. Form of Adjudication
    2. Awards
    3. Distribution In Cash or In Kind
    4. Awards “subject to distribution already made”
    5. “Leave” to Transfer Securities
    6. Award Subject to Unpaid Inheritance Tax
    7. Reserve for Unpaid Federal Estate Tax
    8. Exceptions and Appeals
    9. Review of Adjudication
    D. Distribution
      1. Schedule of Distribution
      2. Notice and Consents
      3. Re-appraisement of Securities
      4. Unconverted Real Estate
    E. Review of Schedule of Distribution
    1. Objections
    2. Disposition of Schedule
    F. Auditors, Masters and Official Examiners
    G. Record of Risk Distributions
4.
  CLAIMS BY AND AGAINST THE ESTATE
    A. Claims by the Estate
    1. In General
    2. Survival Actions
    B. Wrongful Death Actions
    1. Generally
    2. Proceeds of Recovery
    3. Purpose
    4. Statute of Limitations
    C. Claims Against the Estate
    1. Creditors’ Rights in Securing Letters
    2. Creditors’ Claim
    3. Statute of Limitations
    4. Payment of Claims
    5. Judgment Creditors
    6. Execution on Judgments
    7. Claims Not Reduced to Judgment
    8. Specific Performance of Contracts
    9. Election against Will
    D. Claims by Department of Revenue
    E. Claims by Internal Revenue Service
    1. Notice of Fiduciary Relationship
    2. Request for Prompt Assessment
    3. Priority of Claim
    F. Compromise of Claims
5.
  PROCEEDINGS INVOLVING MINORS
    A. Introduction
    B. Procedure for Appointment
    1. Jurisdiction and Venue
    2. Petition
    a. In General
    b. Parties
    c. The Guardians
    d. Allowances
    e. Consents of Interested Parties
    f. Other Exhibits
    g. Security
    h. Notice and Decree
    C. Administration of Minors’ Estates
    D. Allowances
    E. Accounts and Distribution
    1. Necessity to Account
    2. Audit of a Guardian’s Account
    F. Restricted Accounts
    G. Distribution to or on Behalf of a Minor without the Appointment of a Guardian
    1. Small Estates
    2. Minor as Civil Suit Plaintiff - Blocked Accounts
    H. Avoidance of Guardianship Proceedings
6.
  PROCEEDINGS INVOLVING INCAPACITATED PERSONS
    A. Introduction
    B. Definition of Incapacitated Person
    C. Jurisdiction and Venue
    D. Types of Guardians
    1. Emergency Guardian
    2. Guardian of the Person or Estate
    E. Procedure for Appointment of Guardian of Incapacitated Person’s Person and / or Estate
    1. Petition
    2. Hearing Judge
    3. Notice
    4. Hearing
    F. Effect of Determination of Incapacity
    G. Powers and Duties of Guardian
    1. Filing Bond
    2. Right of Possession and Sale
    3. Inventory and Production of Will
    4. Notice to Commonwealth
    5. Expenditures from Estate
    6. Estate Planning
    H. Adjudication of Capacity
    I. Death of Incapacitated Person
    J. Audits and Distribution
    1. “Piggyback” Account
    2. Separate Account
    K. Avoidance of Incapacity Proceedings
7.
  APPOINTMENT AND DISCHARGE OF FIDUCIARIES OTHER THAN GUARDIANS
    A. In General
    B. Personal Representatives
    C. Trustees
    D. Guardians and Trustees Ad Litem
    E Custodians Under Uniform Transfers to Minors Act
8.
  CHARITABLE GIFTS
    A. Definition
    B. The Attorney General as Parens Patriae
    C. Cy Pres Doctrine
    D. Charitable Corporations
    E. General
9.
  PROCEEDINGS INVOLVING REAL ESTATE
      Introduction
    A. Distribution
    B. Sale by or to a Personal Representative
    C. Determination of Title
    D. Partition
    E. Inalienable Interests
    F. Real Estate of a Presumed Decedent
    1. Less Than Seven (7) Years
    2. After Seven (7) Years
10.
  MISCELLANEOUS PROCEEDINGS
    A. Family Exemption
    1. When Allowed
    2. When Claimed
    3. Procedure
    B. Spouse’s Election
    1. When Available
    2. When Made
    3. How Made
    C. Settling Small Estates
    D. Conversion to Total Return Unitrust
    E. Attachment Process
    1. Petition for Citation to Show Cause Why an Account Should Not be Filed
    2. Petition for Order to Compel
    3. Petition for Citation for Writ of Attachment
    4. Petition for Writ of Attachment
11.
  PROCEEDINGS INVOLVING NON-PROFIT CORPORATIONS
    A. Jurisdiction and Venue
    B. Method of Proceeding in the Orphans’ Court; Standing
    C. Accounts
    D. Types of Property Owned by Non-Profit Corporations
    E. Nondiversion of Charitable Property and Fundamental Changes