As amended through January 4, 2024
Rule 6.9.1 - Accounts. Papers To Be Submitted.(a)All Accounts. Counsel for all fiduciaries shall submit: (1) Copies of all agreements with respect to settlements and compromises; (2) Accurate descriptions of all real property to be awarded in kind, described by metes and bounds in the manner appearing in the last deed of record, together with recital of title into the decedent; and (3) Statement of Proposed Distribution. (b)Accounts of Trustees. Counsel for Trustees shall also submit: (1) a waiver of an income accounting executed by all of the income beneficiaries, if the account does not contain a complete income accounting; and (2) a Statement of Proposed Distribution.(c) Accounts of Guardians of the Estates of Minors. Counsel for a Guardian of the estate of a minor shall also submit: (1) where the former minor has attained the age of eighteen (18) years, his/her written stipulation setting forth that he/she attained the age of eighteen (18) years on a certain designated date, that he/she has examined the account and has found it correct; and that he/she has received the balance or balances shown in the account and requests that the guardian be discharged;(2) where the former minor has attained the age of eighteen (18) years but has not executed the stipulation referred to in paragraph (18) of this Rule, then in place thereof a Statement of Proposed Distribution shall be filed;(3) where the minor is deceased, or has been adjudged an incapacitated person under the P.E.F. Code, or is an absentee or presumed decedent, or the guardian has resigned or has been removed, a statement of Proposed Distribution shall be filed. (d)Accounts of Guardians of Estates of Incompetents/ Incapacitated Persons. The annual account of the guardian for an incompetent or incapacitated person shall be in the form prescribed by Carbon County Orphans Court Rule No. 14.3.