Philadelphia Cnty. C.P. CP-Orphans' Division Rule 2.10A

The report required by Pa. O.C. Rule 2.10(b) 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, verified by affidavit of the fiduciary and counsel for the fiduciary, in

which shall be 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 inquiry of or as 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) Non-Resident Distributee. If the fiduciary requests the Court to withhold

distribution to a non-resident distributee, he shall submit a written report, verified

by the affidavit of the fiduciary and counsel for the fiduciary, in which shall be set

forth:

(a) the relationship of the distributee to the decedent, and any available

information concerning the distributee's 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.