Bucks Cnty. C.P. Rule 14.9A

Rule 14.9A Allowances

1. Petition Contents

When approval of the court is necessary under 20 Pa.C.S.A. § 5536 for an

allowance from an incapacitated person’s estate, the petition shall set forth:

a. the name of the guardian and the date of the appointment; if the

petitioner is not the guardian, his or her relationship to the

incapacitated person; and, if not related, the nature of his or her

interest;

b. a summary of the inventory or last report of the guardian, the date it

was filed, and a summary of the nature and present value of the estate;

c. the age, residence and the occupation, if any, of the incapacitated

person;

d. salary, income or benefits to which the incapacitated person is entitled

or which the guardian or another person is receiving on behalf of the

incapacitated person;

e. the names and addresses of all interested persons and, which one of

them, if any, are dependents of the incapacitated person;

f. an itemized statement of all claims of the incapacitated person’s

creditors known to petitioner; and

g. an itemized statement of the requested allowance and the reasons

therefor; and a statement of all previous allowances, or that no

previous allowances have been made by the court.

2. Exhibits

a. a copy of the decree appointing guardian;

b. statements and/or invoices evidencing requested allowance(s) and any

claim(s) against the estate; and

c. a copy of the inventory or last report of the guardian.

3. Notice to Veterans’ Administration

If any portion of the incapacitated person’s estate is or has been received from the

United States Veterans’ Administration, written notice of the requested allowance

shall be given to said agency.

4. Petition Practice

In addition to providing an order for hearing, all requirements set forth in Chapter

III of the Pennsylvania Orphans’ Court Rules shall be applicable, including the

submission of a verification by the petitioner, a certificate of service and a

proposed final decree.