Dauphin Cnty. C.P. RULE 14.1(c.1) - Post Adjudication Petitions

RULE 14.1(c.1) POST ADJUDICATION PETITIONS

(A) A Petition to Invade Principal shall contain the following:

(1) The name of the guardian and date of appointment, or, if the petitioner is

not the guardian, the petitioner’s relationship to the incapacitated person

or the nature of the petitioner’s interest.

(2) A summary of the inventory, the date it was filed and the nature and

present value of the estate and its income.

(3) The address and income, if any, of the incapacitated person.

(4) The names and addresses of the incapacitated person’s dependents

and/or all persons who would be entitled to an intestate share of the

incapacitated person’s estate.

(5) A statement of all claims of the incapacitated person’s creditors known to

petitioner.

(6) A statement of all previous distributions allowed by the Court.

(7) A statement of the amount requested and the reasons for the requested

distribution.

(B) A Petition for Payment of Attorney’s Fees, regardless of whether invasion of

principal is sought for payment of such fees, shall contain all the information set

forth in subsections (A)(1)-(7) of this rule in addition to the following:

(1) A detailed listing of the work performed by the attorney(s) to whom

payment is sought.

(2) A statement of the hourly rate charged by the attorney(s) for the work

performed.

(C) If any portion of the incapacitated person’s estate is received from the United

States Veterans’ Administration, notice of a Petition to Invade Principal or a

Petition for Payment of Attorneys’ Fees shall be given to that agency. See 20

Pa.C.S. §8411.

6-1-19