Philadelphia Estate Practitioner Handbook
Blue Book
Green Book
Red Book - Practice and Procedure Before the Orphans’ Court Division of the Court of Common Pleas of Philadelphia County
  Preface
  Abbreviation and Citation Forms
  Table of Contents
Chapter 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
Chapter 2 - Petitions, Notice and Other Business of the Court
A - In General
B - Proceeding by Petition
C - Court En Banc
D - Discovery
E - Jury Trial
F - Declaratory Judgment
Chapter 3 - Accounts, Audits and Distribution
A - Accounts
B - Audits
C - Adjudications
D - Distribution
E - Review of Schedule of Distribution
F - Auditors, Masters and Official Examiners
G - Record of Risk Distributions
Chapter 4 - Claims By and Against the Estate
A - Claims by the Estate
B - Wrongful Death Actions
C - Claims Against the Estate
D - Claims by Department of Revenue
E - Claims by Internal Revenue Service
F - Compromise of Claims
Chapter 5 - Proceedings Involving Minors
A - Introduction
B - Procedure for Appointment
C - Administration of Minors' Estates
D - Allowances
E - Accounts and Distribution
F - Restricted Accounts
G - Distribution to or on Behalf of a Minor without the Appointment of a Guardian
H - Avoidance of Guardianship Proceedings
Chapter 6 - Proceedings Involving Incapacitated Persons
A - Introduction
B - Definition of Incapacitated Person
C - Jurisdiction and Venue
D - Types of Guardians
E - Procedure for Appointment of Guardian of Incapacitated Person's Person and / or Estate
F - Effect of Determination of Incapacity
G - Powers and Duties of Guardian
H - Adjudication of Capacity
I - Death of Incapacitated Person
J - Audits and Distribution
K - Avoidance of Incapacity Proceedings
Chapter 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
Chapter 8 - Charitable Gifts
A - Definition
B - The Attorney General as Parens Patriae
C - Cy Pres Doctrine
D - Charitable Corporations
E - General
Chapter 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
Chapter 10 - Miscellaneous Proceedings
A - Family Exemption
B - Spouse's Election
C - Settling Small Estates
D - Conversion to Total Return Unitrust
E - Attachment Process
Chapter 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
Durable Power of Attorney for Banking Transactions and Safe Deposit Box Access
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