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Local Rules of the Court of Common Pleas Of Mercer County
Orphans' Court Rules

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RULE 9. OFFICIAL EXAMINERS

9.1. Appointment of Official Examiner.

The court by general rule or special order may appoint an official examiner or examiners who shall examine the assets held by any fiduciary in his fiduciary capacity whenever directed by the court.

Local Rule 9.1:1 Appointment and Duties of Official Examiners.

In the exercise of its visitorial and supervisory powers over charitable trusts the Court will, in its discretion, from time to time, by general rule or special order, direct the official examiner, or a special examiner appointed for the purpose, to make an examination of the assets of a designated trust and an investigation to determine whether the purposes of the trust are being carried out in the manner provided by the trust instrument; and to submit to the Court a written report thereon which shall follow as nearly as may be the form prescribed by these Local Rules for a master's report and shall contain specific recommendation for the Court's consideration.

Local Rule 9.1:2 Compensation of Official Examiners

  1. In General -- Each estate or trust shall be liable for the compensation of the examiner based upon a schedule of fees fixed by the Court. In special circumstances, the compensation of the examiner will be fixed by special order of the Court.
  2. Charitable Trusts -- Each charitable estate or trust shall be liable for the compensation of the examiner in such amount as the Court shall specifically fix in each case.
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