Everything you need to know about Pennsylvania Form OC-02, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related PA probate forms.
There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.
Petition For Adjudication - Trust Estate Eff 1 1 20 is a commonly used form within Pennsylvania. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:
PA Form OC-02, which may also referred to as Petition For Adjudication - Trust Estate Eff 1 1 20, is a probate form in Pennsylvania. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Adjudication - Trust Estate Eff 1 1 20:
This form pertains to the State of Pennsylvania
The official Pennsylvania source for this form is here.
Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form OC-02 - Petition For Adjudication - Trust Estate Eff 1 1 20 up to date, certain details can change from time-to-time with little or no communication.
Double check that you have both the correct form name and the correct form ID. Some Pennsylvania probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.
Fill out all relevant fields in Form OC-02, take a break, and then review. Probate and estate settlement processes in PA are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!
Note: If you don’t currently know all of the answers and are accessing Form OC-02 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).
Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.
This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.
It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.
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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.
While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.
Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Pennsylvania.
The sooner you begin, the faster Pennsylvania can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?
In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.
Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.
It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Pennsylvania. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.
If a house in the State of Pennsylvania is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.
If you’re not using Atticus to get specific forms, deadlines, and timelines for Pennsylvania probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Pennsylvania probate clerk or court for exact answers regarding Form OC-02, and when in doubt— consult a qualified trust & estates lawyer for that area.
Petition For Adjudication - Trust Estate Eff 1 1 20 is one of the many probate court forms available for download through Atticus.
It may also be available through some Pennsylvania probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Pennsylvania.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form OC-02 - Petition For Adjudication - Trust Estate Eff 1 1 20 f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Pennsylvania probate court office.
Petition For Adjudication - Trust Estate Eff 1 1 20 is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Pennsylvania-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
PA Form OC-02, which may also referred to as Petition For Adjudication - Trust Estate Eff 1 1 20, is a probate form in Pennsylvania. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Form OC-02 - Petition For Adjudication - Trust Estate Eff 1 1 20 is a probate form in Pennsylvania.
Pennsylvania has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Pennsylvania.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Pennsylvania, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a PA executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Pennsylvania Form OC-02 - Petition For Adjudication - Trust Estate Eff 1 1 20. You can use this to get an idea of the context of the form and what type of information is needed.
TRUST COURT OF COMMON PLEAS OF ORPHANS’ COURT DIVISION NAME OF TRUST (TRUST UNDER WILL OF________________________________________ or TRUST UNDER DEED OF ______________________________________ DATED ) No. PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 2.4 This form shall be used in all cases involving the Audit or Confirmation of Trust Accounts. If space is insufficient, riders may be attached. Attach the papers required under items 2, 4, 15-19, as applicable, and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: ________________________________________________________________ Supreme Court I.D. No.: ___________________________________________________________ Name of Law Firm: _______________________________________________________________ Address: ____________________________________________________________ _________________________________________________________ Telephone:___________________________________________________________ Fax: ___________________________________________________________________________ Email: _______________________________________________________________ Form OC-02 rev.01.01.20 Page 1 of 11 Page 2 of 11 Form OC-02 rev. 01.01.20 Name of Trust: 1. Name(s) and address(es) of Petitioner(s): Petitioner: Petitioner: Name: _________________________________________ ________________________________________________________ Address: __________________________________________ ________________________________________________________ __________________________________________ ________________________________________________________ Identify any Trustees who have not joined in the Petition for Adjudication/Statement of Proposed Distribution and/or the Account and state reason: 2. Pursuant to 20 Pa.C.S. § 7799.1, if property from a personal representative or a trustee estate or trust may be annexed to the Trust Account. Is any such Account annexed to this 3. Check if any of the following issues are involved in this case: List: Appointment of Trustee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B. Interpretation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C. Discharge of Trustee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D. Transfer of Situs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E. Appointment of Ad Litem. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F. Minor, Unborn or Unascertained Beneficiary(ies) . . . . . . . . . . . . . . . . . . . G. Principal Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H. Partial/Full Termination of Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I. Missing Beneficiary(ies) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J. Cy Pres . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K. Other Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Trust Account? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No If so, the annexed Account and the appropriate fully completed Petition for Adjudication/ Statement of Proposed Distribution for the annexed matter should be filed as Exhibits to this Petition. of another trust is being received by this Trust, an Account of the administration of such A. Page 3 of 11 Form OC-02 rev.01.01.20 Name of Trust: Please note: A detailed explanation of issues checked should be set forth at item 14 below. 4. Testamentary Trust: Judicial District or County where Letters were issued: or Inter Vivos Trust: Date of Trust: Date(s) of Amendment(s): If Settlor is deceased and letters were not issued or the personal representative did not advertise the estate, state dates when the Trustee advertised Settlor’s death and attach proofs of advertising: 5. Explain why venue is proper before this Court (see 20 Pa.C.S. § 7714), and why the Trust’s situs is located in this judicial district or county (see 20 Pa.C.S. § 7708). 6. A. If any other Court has taken jurisdiction of any matter relating to this Trust, explain: Is this the first accounting of this Trust? . . . . . . . . . . . . . . . . . . . Yes No Decedents' date of death: _____________________________________________ Date of Decedents' Will: _____________________________________________ Date(s) of Codicil(s): Date of probate: _____________________________________________ _____________________________________________ Is this inter vivos trust a Special Needs Trust established under 42 U.S.C. § 1396p(d)(4)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No _____________________ B. Page 4 of 11 Form OC-02 rev. 01.01.20 Name of Trust: C. If not, identify prior accountings, the accounting periods covered, and the dates of adjudication of the prior accountings. 7. A. State how each Trustee was appointed: B . If a Petitioner is not a Trustee (e.g., executor or administrator of deceased trustee, agent, or guardian of an incapacitated trustee), explain: 8. State how and when the present fund was awarded to Trustee(s): 9. to . 10. 11. Period covered by this Account: Current fair market value of the Trust principal is $______________________ (see page of Account.) State concisely the dispositive provisions of the Trust: Page 5 of 11 For m OC-02 rev. 01.01.20 Name of Trust: 12. Explain the reason for filing this Account (if filed because of the death of a party, state name of person, relationship to Trust, and date of death): 13. A. State the amount of Pennsylvania Transfer Inheritance Tax paid (including postponed tax on remainder interests), the dates of payment and the interests upon which such amounts were paid: DatePaymentInterest 14. Describe any questions requiring adjudication, state the position of Petitioner(s) as to each question, and give details of any issues identified in item 3: 15. 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 16 below. If any person is being asked to represent the interests of another interested party (whether sui juris or not), the person asked to serve as a representative has been so notified and given an opportunity to decline pursuant to 20 Pa.C.S. § 7725. In addition, notice of any questions requiring adjudication as discussed in item 14 above has been or will be given to all persons affected thereby. If one of the beneficiaries is a trust or 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 receiving trust or estate, as applicable, if known. B. If any such taxes remain unpaid or are in dispute, explain: Page 6 of 11 Form OC-02 rev.01.01.20 Name of Trust: 16.List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the Trust (if beneficiary is a trust, name the trust and trustee as the Interested Party), whether such interest is vested or contingent, charitable or non- charitable. This list shall: A .State each party’s relationship to the Settlor/Decedent and the nature of each party’s interest(s); Name and Address of Each Interested Party Relationship and Comments, if any Interest A.If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such notice. Unless contained in the attached Notice, attach a copy of the written notice provided to any person who is being asked to represent another or attach such person’s consent to serve. 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 Notice 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 Petitioner(s) or counsel certifying that such Notice has been given. Unless contained in the Notice or previously attached, a copy of the written notice provided to any person who is being asked to represent another or such person’s consent to serve 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. C.If any such interested party 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. E.If the Account before the Court is a Special Needs Trust established under 42 U.S.C. § 1396p(d)(4), Notice has been or will also be given to the Pennsylvania Department of Human Services, Special Needs Trust Depository and to the applicable department of any other state that has provided the special needs beneficiary with medical care under a state medical assistance program (Department). In addition, the Department's letter of no objection (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. Page 7 of 11 Form OC-02 rev. 01.01.20 Name of Trust: If any interested party (whether sui juris or not) is not receiving Notice of the filing of the Account and the Petition for Adjudication/Statement of Proposed Distribution because another individual is proposed to represent such interested party pursuant to 20 Pa.C.S. §§ 7721-7726, provide the information below for each proposed representative. If there is more than one proposed representative, attach a rider setting forth the information below for each additional proposed representative: Nameof Proposed Representative: Describe Proposed Representative's Interest(s) in Trust: Name of the interested parties or description of the class of interested parties whom the person named above is to represent and describe such persons' interest in Trust: (iii) Specify the subparagraph(s) under 20 Pa. C.S. § 7723 authorizing representation: __________________________________________________________________ (iv) Is there any conflict of interest? . . . . . . . . . . . . . . . . . . . . Yes No If yes, explain conflict and why representation should be permitted: (ii) Has any person who is proposed to be represented as identified No in the question above notified a Trustee in writing that he or she objects to such representation? . . . . . . . . . . . . . . . . . Yes If yes, provide Name(s) of Person(s) objecting to being represented: Name and Address of Each Interested Party Relationship and Comments if AnyInterest B . (i) Page 8 of 11 Form OC-02 rev. 01.01.20 Name of Trust: C. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian, and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address, and relationship of each. D. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed (see Pa. O.C. Rule 5.5). E. If distribution is to be made to the personal representative of a deceased party, If Proposed Representative has neither consented to act in writing nor declined in writing to act, provide date of the letter in which Proposed Representative was notified that he or she is to represent another person or class of interested parties:______________________________ If no, has Proposed Representative declined in writing to act in the representative capacity as requested? . . . . . . Yes No (v)Has Proposed Representative provided written consent? Yes No state date of death, date and place of grant of Letters, and type of Letters granted. Page 9 of 11 Form OC-02 rev. 01.01.20 Name of Trust: 17. If Petitioner(s) has/have knowledge that a Trust share has been assigned, renounced, disclaimed, or attached, provide a copy of the assignment, renunciation, disclaimer, or attachment, together with any relevant supporting documentation and list the attached documents below. 18. If a Trustee’s principal commission is claimed: A . If based on a written agreement, attach a copy thereof. B. If a principal commission is claimed, state amount.$____________________ C. If a principal c ommission is claimed, state the amounts and dates of any principal commissions previously paid in prior accounting periods. 19. I f a reserve is requested, state amount and purpose. Amount: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the interested parties? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . No If so, attach a copy of the notice. 20. If prescribed by local rule as permitted by Pa. O.C. Rule 2.9, is the Court being asked to direct the filing of a Schedule of Distribution? Ye s No _________________________________________________________________ ________________________________________________________________ _ ________________________________________________________________ ________________________________________________________________ _________________________________________________________________ Purpose: Yes Page 10 of 11 Form OC-02 rev. 01.01.20 Name of Trust: Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s)Amount/Proportion B. Principal: Proposed Distributee(s)Amount/Proportion Submitted By: (All petitioners must sign. Place additional signatures on attachment if necessary): Corporate Fiduciary (if applicable) _______________________________________ Name of Corporate Fiduciary _______________________________________ Name of Representative and Title _______________________________________ Signature of Officer/Representative ___________________________________ Name of Petitioner ___________________________________ Signature of Petitioner ___________________________________ Name of Petitioner ___________________________________ Signature of Petitioner Page 11 of 11 Form OC-02 rev. 01.01.20 Name of Trust: (Verification must be by at least one petitioner.) Verification for Individual Petitioner The undersigned hereby verifies that the averment of facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 (relating to unsworn falsification to authorities). Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ S tatement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Verification for Corporate Petitioner The undersigned hereby verifies that he/she ___________________________ is title ___________________________________ of the above-named name of corporation _________________________________________________ and that the averment of facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 (relating to unsworn falsification to authorities). ________________________ Date ____________________________________ Signature of Petitioner ________________________ Date ___________________________________ Signature of Representative for Corporate Petitioner ________________________ Date __________________________________ Signature of Counsel for Petitioner
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