PA · rules
York Cnty. C.P. Local Rules of Orphans' Court Procedure Rule 14.2.1
Petition for Adjudication
(a) (15) If guardianship of the estate is sought:
(iii) a detailed averment by petitioner outlining all efforts made to
determine the gross value of the estate, any income source and
identification of all assets belonging to the alleged incapacitated
person.
(iv) a statement whether the proposed guardian has declared
bankruptcy, and if so, the name of the court and final disposition.
(v) a statement whether the proposed guardian has been charged or
convicted of a crime, not including a traffic offense. If so, state the
charge, the court, and the final disposition.
(a) (16) If any of the writings referenced in Pennsylvania Orphans’ Court Rule
14.2(a)(6)-(a)(8) are not attached, petitioner shall include a specific averment in
the petition which outlines all efforts by anyone to locate said documents;
(b) Nomination of Guardian. In the event that a professional guardian is sought,
petitioner shall identify efforts to engage a family member or personal friend or
acquaintance of the alleged incapacitated person to serve and the reason that a
professional guardian is sought over a person familiar to the alleged
incapacitated person.
(c) Exhibits.
(3) Proposed findings of facts and proposed final decree shall be filed
contemporaneously with the petition or electronically provided to chambers
at least three (3) business days prior to the hearing;
(7) Contemporaneously with filing the petition, Petitioner shall file the
following documents with a Confidential Document Form attached. The
document shall be served on both counsel for the alleged incapacitated
person and the incapacitated person. The exhibit shall not be served,
however, on persons or institutions identified in Pa.RO.C.P 14.2(f)(2):
An affidavit or statement from an individual qualified by training and
experience in evaluating individuals with incapacities of the type alleged by
the petitioner supporting the allegations contained in the petition. Any such
statement shall indicate physical and mental capacity limitations and
recommendations for level of care required to maintain the AIP safely and
whether a limited guardian or other less restrictive alternative could be
directed to provide for the safety and well being of the AIP
Provenance
- Source
- yorkcountypa.gov
- Retrieved
- 2026-09-30
- Edition
- 2026-09-30
- Content hash
74b2a6342e26864e71d392671ea48854fb409aaed6dac963a29bb90759d355bf
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