Bucks Cnty. C.P. Rule 13.3

Rule 13.3A Contents of Report.

The report contemplated by Pennsylvania Orphans' Court Rule 13.3 shall be

submitted at the audit and shall include substantially the following:

1. Unknown Distributee.

If it appears that the identity or whereabouts of a distributee is unknown, or there

are no known heirs, the fiduciary shall submit a written report at the audit, as part

of the Petition for Adjudication, verified by an affidavit of the fiduciary or his

counsel, in which shall set forth:

a. the nature of the investigation made to locate the heirs of the decedent, in

complete detail; and

b. in cases of intestacy, or where there are no known heirs, a family tree, as

complete as possible under the circumstances supported by such documentary

evidence as the fiduciary has been able to obtain.

The term "investigation" as used in this Rule shall include an inquiry of or to as

many of the following as may be pertinent and feasible: residents of the household

in which the decedent resided; friends and neighbors; labor union membership;

places of employment; social, fraternal or beneficial organizations; insurance

records; church membership; school records; Social Security, Veterans'

Administration, or military service records; naturalization records, if not native

born; and such other sources of information as the circumstances may suggest.

2. Nonresident Distributee.

If the fiduciary requests the Court to withhold distribution to a nonresident

distributee, he shall submit a written report at the audit, verified by the affidavit of

the fiduciary or his counsel, in which shall be set forth:

a. the relationship of the distributee to the decedent, and any available information

concerning his present whereabouts;

b. in cases of intestacy, a family tree, as complete as possible under the

circumstances, supported by such documentary evidence as the fiduciary has been

able to obtain; and

c. the reasons for the request that distribution be withheld, and the suggested

manner of withholding.

3. Nonresident Distributee. Notice to Attorney General.

When at the audit of an account or other proceeding in any estate in this Court, it

appears that any distributee is a nonresident and that distribution to him might or

should arguably be withheld for any lawful reason, notice of all of the facts and

circumstances shall be given to the attorney general who will be requested to

participate in the proceedings as amicus curiae.