Estate Forms
Estate Tax Form 22
Instructions and Packets
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
2379 Clermont Center Dr.
Batavia, OH 45103
