Section 6.12. Status report by personal representative

(a) Report of uncompleted administration. If administration of an estate has not been completed within two years of the decedent’s death, the personal representative or counsel shall file at such time, and annually thereafter until the administration is completed, a report with the Register of Wills showing the date by which the personal representative or counsel reasonably believes administration will be completed.

(b) Report of completed administration. Upon completion of the administration of an estate, the personal representative of his, her or its counsel shall file with the Register of Wills a report showing:

(1) completion of administration of the estate;

(2) whether a formal account was filed with the Orphans’ Court;

(3) whether a complete account was informally stated to all parties in interest;

(4) whether final distribution has been completed; and

(5) whether approvals of the accounts, receipts, joinders and releases have been filed with the Clerk of the Orphans’ Court.

(c) Form of report. The report required by this Rule shall be in substantially the form adopted by the Supreme Court.

(d) No fee. No fee shall be charged for filing the report required by this Rule.

(e) Copy of rule. Upon the grant of letters, the Register shall give a copy of this Rule to each personal representative and his, her or its counsel.

(f) Failure to file a report. After at least ten (10) days prior notice to a delinquent personal representative and counsel, the Clerk of the Orphans’ Court shall inform the Court of the failure to file the report required by this Rule with a request that the Court conduct a hearing to determine what sanctions, if any, should be imposed.

Committee Comment—2006

The form of status report has been revised and moved to the Appendix.

The provisions of this Rule 6.12 amended April 30, 1992, effective July 1, 1992, 22 Pa.B. 2678; amended October 16, 2006, effective 30 days from the date of entry of this order, 36 Pa.B. 6760. Immediately preceding text appears at serial pages (236792) to (236793).