Estate Tax Form 22

Instructions and Packets

• Estate Packet
• Instructions For Summary Release From Administration
• Summary Release Packet
• Instructions For Relief From Administration
• Regular Release Packet
• Will Packet

Forms

• 1.0 Surviving Spouse Next Of Kin
• 1.01 Classification Form For Estates
• 1.02 Application & Entry For Appointment Of A Commissioner To Report On The Contents Of Safe Deposit Box And Report On Contents Of Safe Deposit Box
• 1.03 Trust Verification
• 2.0 Application To Probate Will
• 2.01 Application to Admit Lost, Spoliated, or Destroyed Will to Probate
• 2.02 Entry Setting Hearing and Ordering Notice
• 2.03 Waiver of Notice and Consent to Admit Lost, Spoliated, or Destroyed Will to Probate
• 2.04 Notice of Hearing on Application to Admit Lost, Spoliated, or Destroyed Will to Probate
• 2.1 Waiver Of Notice Probate Will
• 2.2 Notice Of Probate Of Will
• 2.3 Entry Admitting Will To Probate
• 2.4 Certificate Of Service Of Notice Of Probate Of Will
• 2.5 Waiver Of Right To Contest Will
• 3.0 Appointment Of Appraiser
• 4.0 Application To Administer Estate
• 4.01 Entry Setting Hearing On Application To Administer Estate
• 4.1 Supplemental Application For Ancillary Administration
• 4.2 Fiduciary’s Bond
• 4.2A Application To Appoint Fiduciary w/out Bond, Waive Filing Inv. & Acct.
• 4.3 Waiver Of Right To Administrator
• 4.4 Notice Of Hearing On Appointment Of Fiduciary
• 4.5 Entry Appointing Fiduciary Letters Of Authority
• 4.6 Declination By Executor Named In Will
• 4.8 Fiduciary’s Acceptance
• 4.9 Order That Assets Remain
• 4.10 Application To Re-Open Estate And Qualify Fiduciary
• 4.11 Entry Granting Application To Reopen Estate And Qualify Fiduciary
• 4.12 Report Of Distribution-Reopen Estate
• 4.13 Motion To Appoint Special Administrator
• 4.14 Judgment Entry Appointing Special Administrator
• 4.15 Letters Of Authority For Special Administrators
• 4.16 Judgment Entry Terminating Special Administration And Ordering Special Final Account
• 5.0 Application To Relieve Estate From Administration
• 5.01 Entry Setting Hearing And Ordering Notice
• 5.1 Assets And Liabilities Of Estate To Be Relieved From Administration (Date of Death Prior To April 6th, 2017)
• 5.1 Assets And Liabilities Of Estate To Be Relieved From Administration (Date of Death Post April 5th, 2017)
• 5.2 Waiver Of Notice Of Application To Relieve Estate From Administration
• 5.3 Notice Of Application To Relieve Estate From Administration
• 5.6 Entry Relieving Estate From Administration
• 5.9 Report Of Distribution
• 5.10 Application For Summary Release From Administration
• 5.11 Entry Granting Summary Release From Administration
• 6.0 Inventory And Appraisal (Date of Death Prior to April 6, 2017)
• 6.0 Inventory And Appraisal (Date of Death Post April 5, 2017)
• 6.1 Schedule Of Assets
• 6.2 Waiver Of Notice Of Hearing On Inventory
• 6.2A Waiver Of Appraisal And Consent To Inventory Value
• 6.3 Notice Of Hearing On Inventory
• 6.3A Attorney Certification
• 6.4 Entry Setting Hearing On Inventory
• 6.5 Entry Approving Inventory
• 7.0 Certification Of Notice To Administrator Of Medicaid Estate Recovery Program
• 7.0(A) Notice To Administrator Of Medicaid Estate Recovery Program
• 7.01 Medicaid Recovery Acknowledgment
• 7.1 Application For Family Allowance
• 7.2 Application For Apportionment Of Family Allowance
• 7.21 Entry Setting Hearing And Ordering Notice
• 7.22 Entry On Apportionment
• 7.5 Release Of Claim And Waiver Of Right To Allowance For Support Pursuant To ORC 2106.13 And 2117.25
• 8.0 Citation To Surviving Spouse To Exercise Elective Rights
• 8.1 Election Of Surviving Spouse To Take Under Will
• 8.02 Entry Dispensing With Citation To Surviving Spouse
• 8.2 Election Of Surviving Spouse To Take Against Will
• 8.3 Summary Of General Rights Of Surviving Spouse (Date Of Death Prior To April 6, 2017)
• 8.3 Summary Of General Rights Of Surviving Spouse (Date Of Death Post April 5, 2017)
• 8.4 Certificate Of Service And Notice Of Citation To Surviving Spouse-Elective Rights
• 8.5 Return For Certificate of Service of Citation To Surviving Spouse-Elective Rights
• 8.6 Waiver Of Service To Surviving Spouse Of The Citation To Elect
• 8.8 Application And Entry For Appointment Of Commissioner Where Spouse Is Under Disability
• 9.0 Application to Sell Personal Property
• 9.1 Entry Authorizing Sale Of Personal Property
• 9.2 Notice Of Sale Of Personal Property
• 9.4 Application And Entry for Sale-Transfer Of Motor Vehicle
• 10.0 Application To Distribute In Kind
• 10.01 Entry Setting Hearing And Ordering Notice
• 10.1 Entry Approving Distribution In Kind
• 10.2 Notice Of Hearing On Application To Distribute In Kind
• 10.5 Application To Approve Attorney Fee (ESTATES OPENED MAY 1, 2014 AND AFTER)
• ATTORNEY FEES FOR ESTATES
• 11.0 Consent To Power To Sell Real Estate
• 11.A Waiver Of Bond On Consent To Power To Sell Real Estate
• 12.0 Application For Certificate Of Transfer
• 12.1 Certificate Of Transfer
• 12.3 Sole Asset Certificate Of Transfer
• 13.0 Fiduciary’s Account
• 13.1 Receipts And Disbursements
• 13.2 Assets Remaining In Fiduciary’s Hand
• 13.3 Entry Approving And Settling Account
• 13.4 Waiver Of Partial Account
• 13.5 Notice Of Hearing On Account
• 13.5A Entry Setting Hearing On Account
• 13.6 Certificate Of Termination
• 13.7 Waiver Of Notice Of Hearing On Account
• 13.9 Certificate Of Service Of Account To Heirs And Beneficiaries
• 13.10 Notice To Extend Administration
• 13.11 Application To Disburse Attorney Decedent’s Trust Account(s)
• 13.81 Application And Entry To Extend Administration
• 14.0 Application To Approve Settlement And Distribution Of Wrongful Death & Survival Claim
• 14.E Entry Granting Application To Waive Hearing On Application To Approve Settlement And Distribution Of Wrongful Death And Survival Claim
• 14.W Application To Waive Hearing On Application To Approve Settlement And Distribution Of Wrongful Death And Survival Claim
• 14.01 Entry Setting Hearing And Ordering Notice
• 14.02 Notice Of Hearing On Application To Approve Settlement And Distribution Of Wrongful Death And Survival Claims
• 14.1 Waiver And Consent Wrongful Death And Survival Claims
• 14.10 Waiver And Consent To Wrongful Death And Survivorship Claim
• 14.2 Entry Approving Settlement And Distribution of Wrongful Death & Survival Claims
• 14.3 Report of Distribution Of Wrongful Death And Survival Claims and Entry
• 14.4 Affidavit of Medical Claims and Subrogation
• 14.5 Notice Of Wrongful Death Claim By “Other Next of Kin”
• 14.6 Verification Of Fiduciary
• 14.9 Application to Appoint a Guardian Ad Litem
• 14.9E Entry Appointing a Guardian Ad Litem
• 24.0 Representation Of Insolvency
• 24.1 Judgment Entry Setting Hearing And Ordering Notice
• 24.2 Notice Of Hearing On Representation Of Insolvency And Schedule Of Claims
• 24.3 Verification Of Service Notice Of Hearing On Representation Of Insolvency And Schedule Of Claims
• 24.4 Insolvency Schedule Of Claims
• 24.5 Continuation Insolvency Schedule Of Claims
• 24.5A Schedule Of Claims Form No Longer Required-For Reference Purposes Only- Enter All Information On 24.4/24.5 Effective September 23, 2013
• 24.6 Judgment Entry Of Insolvency
• 29.0 Application To Release Medical Records And Medical Billing Records
• 29.01 Entry Setting Hearing On Application To Release Medical Records And Medical Billing Records
• 29.1 Entry Authorizing Release of Medical Records and Medical Billing Records
• 29.2 Report On Receipt Of Medical Records And Medical Billing Records
• 29.3 Notice Of Application To Release Medical Records And Medical Billing Records
• 29.4 Waiver Of Notice/Consent
• 34X.15 Application To File Will For Record Only
• 39.L Report Of Newly Discovered Assets
• 102.00 Will For Deposit
• 102.01 Certificate Of Deposit OF Will
• 102.15 Entry Filing Earlier Dated Will For Record Purposes Only
• 102.40 Affidavit For Unknown Address Of Heirs
• 104.03 Affidavit Finding One And The Same Person
• 110.58 Application To Deposit Funds Into The County Treasury
• 110.59 Entry Authorizing Deposit Of Funds Into The County Treasury
• 110.60 Application For Payment Of Unclaimed Inheritance
• 110.61 Entry Ordering Payment Of Unclaimed Inheritance
• 113.44 Application To Dispense With Filing Of The Inventory And Final Account
• 113.45 Entry Dispensing With Filing The Inventory And Final Account
• 113.46 Status Report
• 129.0 Application & Entry Admitting Foreign Will
• 200.CERT Entry Setting Hearing/Notice of Hearing
• 200.ORD Entry Setting Hearing/Notice of Hearing
• 200.10 Affidavit In Proof of Service
• 200.11 Praecipe For Subpoena
• 200.13 Subpoena
• 200.21 Request For Change Of Address
• 200.30 Application To Prepare Transcript
• 200.31 Request For Digital Audio Copy Of Hearing On CD
• 200.40 Motion To Release Information
• 200.47 Written Request For Service On Motion To Seal Or Unseal Records
• 200.60 Resignation Of Fiduciary
• 200.61 Entry Accepting Resignation Of Fiduciary
• 204.15 Citation For Unpaid Bond (Notice To Appear)
• 204.16 Verification Of Payment Of Bond Premium
• 205.00 Application to Admit Authenticated Record
• 205.01 Entry Admitting Authenticated Record
• 210.05 Certificate of Fee Agreement
• 240.00 Application To Distribute Unclaimed Funds
• 240.01 Order Of Distribution
• 245.XX Application To Extend Time
• 270.00 Personal Identifiers Omission Form
• MX150 Application And Entry For Designation Of Successor Custodian Under Ohio Transfers To Minors Act