Get Form Oc-01 - Rev. 10-13-06 - Petition For Adjudication - Decedent's ... - Eriecountygov

Filling out the Form OC-01 is an essential step in initiating the petition for adjudication of a decedent's estate. This guide provides a clear and user-friendly approach to completing the form accurately and efficiently.

Follow the steps to successfully complete the Form OC-01 online.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling in the name of the decedent, along with the date of death, which should be noted in the designated fields. Be sure to include any relevant documents such as Letters Testamentary or Letters of Administration.
3. Complete the section on the petitioner's information, including the name and address of the petitioner, and identify any executors or administrators involved who have not joined the petition.
4. Indicate if this is the first accounting by the fiduciary by selecting 'Yes' or 'No'. If applicable, detail prior accountings and the respective dates.
5. State if the decedent was survived by a spouse, providing the spouse's name if applicable. Follow up with questions regarding the elective share and any necessary additional details.
6. Enter the names and relationships of the decedent’s surviving children or issue in the intestacy section, along with any relevant details regarding children born after the execution of a Will or Codicil.
7. List any known claimants against the estate, stating their claims and whether each claim is admitted. Indicate the family exemption details if claimed.
8. Provide information regarding any required notices and specify all parties interested in the estate.
9. Ensure to attach any necessary documentation, including proofs of notice and additional receipts or disbursements since the previous accounting.
10. Conclude by stating your proposed distribution shares for both income and principal, ensuring all petitioners sign at the designated areas.
11. Once all information is filled, review the form for accuracy. You can then save changes, download, print, or share the completed form as needed.

Get started on completing your documents online today!