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PERFECT FORM COMPLETE LIST OF FORMS

July, 2004

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Standard Clinton Hocking Miami Union
Federal Tax Columbiana Huron Montgomery Warren
Ohio Tax Crawford Jefferson Morgan Washington
Ohio Real Estate Cuyahoga Knox Muskingum Wayne
Allen Darke Lake Portage  
Athens Delaware Lawrence Preble  
Auglaize Fayette Licking Richland  
Brown Franklin Logan Scioto  
Butler Greene Madison Stark  
Clark Guernsey Mahoning Summit  
Clermont Hamilton Medina Trumbull  

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Supreme Court Standard Forms - Adoption

18.0 - (Front) Petition for Adoption of Minor
18.0 - (Back) Petition for Adoption of Minor
18.1 - Judgment Entry Setting Hearing and Ordering Notice
18.2 - (Front) Notice of Hearing on Petition for Adoption
18.2 - (Back) Notice of Hearing on Petition for Adoption
18.3 - Consent to Adoption
18.4 - Judgment Entry Finding Consent Not Required
18.5 - Interlocutory Order of Adoption
18.6 - Final Decree of Adoption (After Interlocutory Order)
18.7 - Final Decree of Adoption (Without Interlocutory Order)
18.8 - Adoption Certificate for Parents
18.9 - (Front) Petitioner's Account
18.9 - (Back) Petitioner's Account
19.0 - Petition for Adoption of Adult
19.1 - Final Order of Adoption of Adult
1653 - (Front) ODHS Medical Statement for Foster Care/Adoptive Applicant
1653 - (Back) ODHS Medical Statement for Foster Care/Adoptive Applicant
4270 - (Front) ODHS Placement/Adoption Related Expenditures Summary
4270 - (Back) ODHS Placement/Adoption Related Expenditures Summary
HEA 2754 - Information Concerning Adoptive Parents
HEA 2757 - Certificate of Adoption
HEA 2774 - (Front) Vital Statistics Authorization for Release - Parents
HEA 2774 - (Back) Vital Statistics Authorization for Release - Parents
HEA 2780 - (Front) Vital Statistics Authorization for Release - Siblings
HEA 2780 - (Back) Vital Statistics Authorization for Release - Siblings
HEA 3011 - Affidavit of Adopted Person - Pre 1964

Supreme Court Standard Forms - Change of Name

21.0 - (Front) Application for Change of Name of Adult
21.0 - (Back) Application for Change of Name of Adult
21.1 - Judgment Entry - Change of Name of Adult
21.2 - (Front) Application for Change of Name of Minor
21.2 - (Back) Application for Change of Name of Minor
21.3 - Judgment Entry - Change of Name of Minor
21.4 - Consent to Change of Name
21.5 - Notice of Hearing on Change of Name
HEA 2709 - Application for Certified Copies
(Prior 7/03) HEA 2709 - Application for Certified Copies
(Prior 9/01) HEA 2709 - Application for Certified Copies

Supreme Court Standard Forms - Decedent's Estate - Part 1

(Part 1) Checklist/Time Schedule
(Part 2) Checklist/Time Schedule
1.0 - (Front) Surviving Spouse, Children, Next of Kin, Legatees and Devisees
1.0 - (Back) Surviving Spouse, Children, Next of Kin, Legatees and Devisees (Version 1)
1.0 - (Back) Surviving Spouse, Children, Next of Kin, Legatees and Devisees (Version 2)
(Generic) Affidavit of Domicile
(Generic) (Front) Application and Entry for Fees
(Generic) (Back) Application and Entry for Fees
Application to Admit Foreign Records
2.0 - (Front) Application to Probate Will
2.0 - (Back) Application to Probate Will
2.1 - Waiver of Notice of Probate of 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
3.0 - Appointment of Appraiser
4.0 - (Front) Application for Authority to Administer Estate
4.0 - (Back) Application for Authority to Administer Estate
4.0 - (Front) (No Calculations) Application for Authority to Administer Estate
4.0SP - (Front) Application for Authority to Administer Estate/Citation to Elect
4.0SP - (Back) Application for Authority to Administer Estate/Citation to Elect
4.1 - Supplemental Application for Ancillary Administration
4.2 - Fiduciary's Bond
4.3 - Waiver of Right To Administer
4.4 - Notice and Citation of Hearing on Appointment of Fiduciary
4.5 - Entry Appointing Fiduciary; Letters of Authority
Fiduciary's Acceptance - Executor/Administrator (Version 1)
Fiduciary's Acceptance - Executor/Administrator (Version 2)
137-2 - (Front) Guardian's Inventory
137-2 - (Back) Guardian's Inventory

Supreme Court Standard Forms - Decedent's Estate - Part 2

5.0 - (Front) Application to Relieve Estate from Administration
5.0 - (Back) Application to Relieve Estate from Administration
5.1 - (Front) Assets and Liabilities to be Relieved
5.1 - (Back) Assets and Liabilities to be Relieved
5.2 - Waiver of Notice of Application to Relieve Estate From Administration
5.3 - Notice of Application to Relieve Estate
5.4 - (Front) (Single Estate) Publication of Notice
5.4 - (Back) (Single Estate) Publication of Notice
5.5 - (Front) (Multiple Estate) Publication of Notice
5.5 - (Back) (Multiple Estate) Publication of Notice
5.6 - (Front) Entry Relieving Estate from Administration
5.6 - (Back) Entry Relieving Estate from Administration
5.9 - Report of Distribution
5.10 (Front) Application for Summary Release
5.10 (Back) Application for Summary Release
5.11 - Entry Granting Summary Release
Journal Entry Ordering Notice by Publication of Hearing
1.0 - (Front) Application to Relieve Estate From Administration ($2,500 or less)
1.0 - (Back) Application to Relieve Estate From Administration ($2,500 or less)
Entry Relieving Estate From Administration ($2,500 or less)
(Generic) Affidavit (No Probatable Assets)
(Generic) Judgment Order (No Probatable Assets)
(Generic) Judgment Entry (No Probatable Assets)
6.0 - (Front) Inventory and Appraisal
6.0 - (Back) Inventory and Appraisal
6.1 - Schedule of Assets
6.1 - (Front) Schedule of Assets (Manual Input)
6.1 - (Back) Schedule of Assets (Manual Input)
6.2 - Waiver of Notice of Hearing on Inventory
6.3 - Notice of Hearing on Inventory
Entry Scheduling Inventory/Account for Hearing
Entry Approving Inventory and Appraisal
Report of Newly Discovered Assets (Version 1)
Report of Newly Discovered Assets (Version 2)
(Generic) Motion to Dispense With Appointment of Appraiser
(Generic) Order (No Appraiser)
7.0 - Notice to Administrator of Estate Recovery Program
7.1 - Application for Family Allowance
7.2 - (Front) Application for Apportionment of Family Allowance (Version 1)
7.2 - (Front) Application for Apportionment of Family Allowance (Version 2)
7.2 - (Back) Application for Apportionment of Family Allowance
43-M Affidavit in Lieu of Schedule of Claims (Judgment Entry)
8.0 - Citation to Surviving Spouse to Exercise Elective Rights
8.1 - Election of Surviving Spouse to Take Under Will
8.2 - Election Of Surviving Spouse to Take Against Will
8.3 - (Front) Summary of General Rights of Surviving Spouse
8.3 - (Back) Summary of General Rights of Surviving Spouse
8.4 - Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights
8.5 - Return for Certificate of Service of Citation to Surviving Spouse to Exercise Elective Rights
8.6 - Waiver of Citation to Surviving Spouse
Disclaimer of Testamentary Succession (Version 1)
Disclaimer of Testamentary Succession (Version 2)
9.0 - (Front) Application to Sell Personal Property
9.0 - (Back) Application to Sell Personal Property
9.1 - Entry Authorizing Sale of Personal Property
9.2 - Notice of Sale of Personal Property
9.C - Application and Entry Transfer Motor Vehicle
Affidavit to Transfer Title of Automobile
(2 Autos) (Generic) Automobile Transfer Affidavit

Supreme Court Standard Forms - Decedent's Estate - Part 3

10.0 - (Front) Application to Distribute in Kind
10.0 - (Back) Application to Distribute in Kind
10.1 - Entry Approving Distribution in Kind
10.2 - Notice of Hearing on Application to Distribute in Kind
10.4A - Notice To Distributee
Waiver of Summons on Petition to Sell Real Estate
11.0 - (Front) Consent to Power to Sell Real Estate
11.0 - (Back) Consent to Power to Sell Real Estate
12.0 - (Front) Application for Certificate of Transfer
12.0 - (Back) Application for Certificate of Transfer
12.1 - (Front) Certificate of Transfer (Version 1)
12.1 - (Front) Certificate of Transfer (Version 2)
12.1 - (Back) Certificate of Transfer
12.1 - Additional Information
12.2 - Entry Issuing Certificate of Transfer
13.0 - (Front) Fiduciary's Account
13.0 - (Back) Fiduciary's Account
13.1 - Receipts and Disbursements
13.1 - (Front) Receipts and Disbursements (Manual Input)
13.1 - (Back) Receipts and Disbursements (Manual Input)
13.2 - Assets Remaining in Fiduciary's Hands
13.2 - (Front) Assets Remaining in Fiduciary's Hands (Manual Input)
13.2 - (Back) Assets Remaining in Fiduciary's Hands (Manual Input)
13.3 - Entry Approving and Settling the Account
13.4 - Waiver of Partial Account
13.5 - Notice of Hearing on Account
13.6 - Certificate of Termination
13.7 - Waiver of Notice of Hearing on Account
13.8 - Application to Extend Administration
13.9 - Certificate of Service of Account to Heirs or Beneficiaries
13.10 - Notice to Extend Administration
Entry Setting Hearing on Account
14.0 - (Front) Application to Approve Settlement and Distribution of Wrongful Death Survival Claims (Version 1)
14.0 - (Front) Application to Approve Settlement and Distribution of Wrongful Death Survival Claims (Version 2) (Additional Input Lines)
14.0 - (Back) Application to Approve Settlement and Distribution of Wrongful Death Survival Claims
14.1 - Waiver and Consent Wrongful Death and Survival Claims
14.2 - (Front) Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims (Version 1)
14.2 - (Front) Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims (Version 2) (Additional Input Lines)
14.2 - (Back) Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims
14.3 - (Front) Report of Distribution of Wrongful Death and Survival Claims (Version 1)
14.3 - (Front) Report of Distribution of Wrongful Death and Survival Claims (Version 2) (Additional Input Lines)
14.3 - (Back) Report of Distribution of Wrongful Death and Survival Claims
Application and Entry Extending Time (Version 1)
Application and Entry Extending Time (Version 2)
Notice of Hearing on Application for Attorney's Fees
Waiver of Notice of Hearing on Application for Attorney Fees and Consent to Payment of Attorney Fees
Attorney's Certificate
(Generic) Affidavit of Service
(Generic) Affidavit
(Generic) Application
(Generic) Entry
(Generic) (Front) Notice/Return
(Generic) (Back) Notice/Return
Entry Finding Estate Insolvent and Ordering Payment on Claims
Voucher

Supreme Court Standard Forms - Decedent's Estate - Miscellaneous

(Front) Application to Admit to Record Authenticated Copy of Will
(Back) Application to Admit to Record Authenticated Copy of Will
2.2A - Affidavit of Giving Notice
Declination of Executor and of Administration With the Will Annexed
(Front) Report of Newly Discovered Assets
(Back) Report of Newly Discovered Assets
(Front) Judgment Entry - Purchasing Real Estate
(Back) Judgment Entry - Purchasing Real Estate
9.CSP- (Front) Application and Entry for Transfer of Watercraft, Motor, etc.
9.CSP- (Back) Application and Entry for Transfer of Watercraft, Motor, etc.
Affidavit to Transfer Title of Automobile
Authority to Transfer Title of Automobile
9.4 - (Front) Order of Private Sale, Personal Property
9.4 - (Back) Order of Private Sale, Personal Property
(Front) Order of Public Sale, Personal Property
(Back) Order of Public Sale, Personal Property
(Front) Statement in Lieu of and for an Account
(Back) Statement in Lieu of and for an Account
(Front) Citation to File
(Back) Citation to File
Application and Entry to Extend Time
Certificate to Copies

Supreme Court Standard Forms - Decedent's Estate - Prior

1.0 - (Front) Application to Relieve Estate From Administration ($2,500 or less)
1.0 - (Front) Surviving Spouse, Children, Next of Kin, Legatees and Devisees
1.0 - (Back) Surviving Spouse, Children, Next of Kin, Legatees and Devisees
2.0 - (Front) Application to Probate Will
2.1 - Waiver of Notice of Probate of Will
2.2 - Notice of Probate of Will
4.0 - (Front) Application for Authority to Administer Estate
4.0 - (Back) Application for Authority to Administer Estate
6.0 - (Front) Inventory and Appraisal
6.1 - Schedule of Assets (Version 1) (No Sorting)
6.1 - Schedule of Assets (Version 2) (Sorted by Category)
6.1 - Schedule of Assets (Version 3) (Sorted by Category, Signature Lines on Front)
8.1 - Election of Surviving Spouse to Take Under Will
8.2 - Election of Surviving Spouse to Take Against Will
9.0 - (Back) Application to Sell Personal Property
13.0 - (Front) Fiduciary's Account (Version 1)
13.0 - (Front) Fiduciary's Account
13.0 - (Back) Fiduciary's Account
13.1 - Receipts and Disbursements (Version 1) (Voucher Number Sort by Main Category)
13.1 - Receipts and Disbursements (Version 2) (Signature Lines on Front and Category Sort)
13.1 -Receipts and Disbursements (Version 3) (Voucher Number Sort by Sub-Category)
13.2 - Assets Remaining in Fiduciary's Hands (Version 1) (No Sorting)
13.2 - Assets Remaining in Fiduciary's Hands (Version 2) (No Sorting, Front Signature Lines)
13.2 - Assets Remaining in Fiduciary's Hands (Version 3) (Sorted by Category)
13.3 - (12/01/2002) Entry Approving and Settling the Account
13.3 - (01/01/2002) Entry Approving and Settling the Account
13.3 - (Prior 3/96) Entry Approving and Settling the Account
13.8 - Application to Extend Administration
14.0 - (01/14/2003) (Back) Application to Approve Settlement and Distribution of Wrongful Death Survival Claims
Application and Entry Extending Time (Version 2)
(Generic) Affidavit
(Generic) (Front) Notice/Return
(Generic) (Front) Application and Entry for Fees

Supreme Court Standard Forms - Trust

10 - Application for Appointment of Trustee
143 - (Front) Application for Appointment of Testamentary Trustee
143 - (Back) Application for Appointment of Testamentary Trustee
143-E - (Front) Letters of Authority to Trustee (Testamentary)
143-E - (Back) Letters of Authority to Trustee (Testamentary)
(Front) Letters of Authority to Trustee - Testamentary
(Back) Letters of Authority to Trustee - Testamentary
Bond of Testamentary Trustee
(Front) Appointment of Testamentary Trustee
(Back) Appointment of Testamentary Trustee
143-G - (Front) Journal Entries - Appointment of Testamentary Trustee
143-G - (Back) Journal Entries - Appointment of Testamentary Trustee
143-DF - Fiduciary's Acceptance
Trustee's Acceptance
137-2 - (Front) Trustee's Inventory
137-2 - (Back) Trustee's Inventory
(Front) Trustee's Inventory
(Back) Trustee's Inventory
(Front) Trustee's Account
(Back) Trustee's Account
13.3 - Entry Approving and Settling the Account
(Generic) (Front) Application and Entry for Fees
(Generic) (Back) Application and Entry for Fees
(Generic) (Front) Notice/Return
(Generic) (Back) Notice/Return
(Generic) Affidavit
Application and Entry Extending Time (Version 2)
(Generic) Application
(Generic) Entry

Supreme Court Standard Forms - Guardianship - Part 1

13.3 - Entry Approving and Settling the Account
13.3 - (Prior) Entry Approving and Settling the Account
13.5 - Notice of Hearing on Account
13.5 - (Generic) Notice of Hearing on Account
13.7 - Waiver of Notice of Hearing on Account
15.0 - Next of Kin of Proposed Ward
15.01 - Judgment Entry Setting Hearing on Application
15.1 - Waiver of Notice and Consent
15.2 - Fiduciary's Acceptance (Guardian)
15.3 - Guardian's Bond
15.4 - Letters of Guardianship
15.5 - Guardian's Inventory
15.6 - Application to Release Funds to Guardian
15.7 - Application for Authority to Expend Funds
15.8 - (Front) Guardian's Account
15.8 - (Back) Guardian's Account
15.81 - Bank Certificates
15.9 - Oath of Guardian
15.9A - Application to Terminate Guardianship
15.9B - Entry Terminating Guardianship
15.10 - Authorization to Release Confidential Information
16.0 - (Front) Application for Appointment of Guardian
16.0 - (Back) Application for Appointment of Guardian
16.1 - Affidavit
16.2 - Selection of Guardian By Minor Over Fourteen Years
16.3 - (Front) Notice of Hearing for Appointment of Guardian of Minor
16.3 - (Back) Notice of Hearing for Appointment of Guardian of Minor
16.4 - (Front) Notice of Hearing on Appointment for Appointment
16.4 - (Back) Notice of Hearing on Appointment for Appointment
16.5 - Judgment Entry Appointment of Guardian of Minor
17.0 - (Front) Application for Appointment of Guardian of Alleged Incompetent
17.0 - (Back) Application for Appointment of Guardian of Alleged Incompetent
17.1 - (Front) Statement of Expert Evaluation (Supreme Court Form)
17.1 - (Back) Statement of Expert Evaluation (Supreme Court Form)
17.1 - (Page 1) Statement of Expert Evaluation
17.1 - (Page 2) Statement of Expert Evaluation
17.1 - (Page 3) Statement of Expert Evaluation
17.1 - (Page 4) Statement of Expert Evaluation
17.3 - (Front) Notice to Prospective Ward of Application and Hearing
17.3 - (Back) Notice to Prospective Ward of Application and Hearing
17.4 - (Front) Notice of Hearing for Appointment of Guardian
17.4 - (Back) Notice of Hearing for Appointment of Guardian
17.5 - Judgment Entry Appt. of Guardian for Incompetent
17.7 - (Front) Guardian's Report
17.7 - (Back) Guardian's Report
22.0 - (Front) Application to Settle a Minor's Claim
22.0 - (Back) Application to Settle a Minor's Claim (Version 1)
22.0 - (Back) Application to Settle a Minor's Claim (Version 2)
22.1 - Waiver and Consent to Settle Minor's Claim
22.2 - Entry Approving Settlement of a Minor's Claim (Version 1)
22.2 - Entry Approving Settlement of a Minor's Claim (Version 2)
22.3 - Verification of Receipt and Deposit
22.4 - Report of Distribution and Entry Minor's Claim
Ex Parte Judgment Entry
Entry Setting Hearing on Account
Journal Entries on Petition to Terminate Guardianship
Application and Entry Extending Time (Version 1)
Application and Entry Extending Time (Version 2)
(Prior) Application and Entry Extending Time (Version 2)
(Front) Statement in Lieu of and for an Account
(Back) Statement in Lieu of and for an Account
Stock or Bond Assignment (Version 1)
Stock or Bond Assignment (Version 2)
Irrevocable Stock or Bond Power (Version 1)
Irrevocable Stock or Bond Power (Version 2)
(Generic) Affidavit
(Generic) (Front) Application and Entry for Fees
(Generic) (Back) Application and Entry for Fees
(Generic) (Front) Notice/Return
(Generic) (Back) Notice/Return
(Generic) Application
(Generic) Entry

Supreme Court Standard Forms - Guardianship - Misc

17.8 - (Front) Investigator's Report on Guardianship
17.8 - (Back) Investigator's Report on Guardianship
Application to Admit Foreign Records
Bank Certificate
Judgment Entry Setting Hearing on Application for Appointment of Guardian
Statement of Intent for Guardianship of Incompetent
Certificate to Copies
Petition to Terminate Guardianship

Supreme Court Standard Forms - Conservatorship

20.0 - (Page 1) Application for Appointment of Conservator
20.0 - (Page 2) Application for Appointment of Conservator
20.1 - Judgment Entry - Appointment of Conservator
20.2 - (Page 1) Letters of Conservatorship
20.2 - (Page 2) Letters of Conservatorship



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Federal - Federal Miscellaneous - 2002

SS-4 - Application for Employer Identification Number
W-7 - Application for IRS Individual Taxpayer Identification Number
W-9 - Request for Taxpayer Identification Number and Certification
56 - Notice Concerning Fiduciary Relationship
709-A -(Front) U.S. Short Form Gift Tax Return
2350 - (Front) Application for Extension of Time To File U.S. Income Tax Return
2688 - Application for Additional Extension of Time To File U.S. Individual Incom Tax Return
2758 - Application for Extension of Time to File Certain Excise, Income, Information, and Other Returns
2848 - (Front) Power of Attorney and Declaration of Representative
(Prior) 2848 - (Front) Power of Attorney and Declaration of Representative
2848 - (Back) Power of Attorney and Declaration of Representative
4768 - Application for Extension of Time to File a Return and/or Pay Estate (and GST) Tax
4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
8736 - Application for Automatic Extension of Time to File U.S. Return for a Partnership, REMIC, or for Certain Trusts
8800 - Application for Additional Extension of Time to File U.S. Return for a Partnership, REMIC, or for Certain Trusts

Federal - Federal Miscellaneous - 2003

SS-4 - Application for Employer Identification Number
W-7 - Application for IRS Individual Taxpayer Identification Number
W-9 - Request for Taxpayer Identification Number and Certification
56 - Notice Concerning Fiduciary Relationship
709-A -(Front) U.S. Short Form Gift Tax Return
2350 - (Front) Application for Extension of Time To File U.S. Income Tax Return
2688 - Application for Additional Extension of Time To File U.S. Individual Incom Tax Return
2758 - Application for Extension of Time to File Certain Excise, Income, Information, and Other Returns
2848 - (Front) Power of Attorney and Declaration of Representative
2848 - (Back) Power of Attorney and Declaration of Representative
4768 - (Page 1) Application for Extension of Time to File a Return and/or Pay Estate (and GST) Tax
4768 - (Page 2) Application for Extension of Time to File a Return and/or Pay Estate (and GST) Tax
4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
8736 - Application for Automatic Extension of Time to File U.S. Return for a Partnership, REMIC, or for Certain Trusts
8800 - Application for Additional Extension of Time to File U.S. Return for a Partnership, REMIC, or for Certain Trusts

Federal - Federal 706 - 2002 - Automatic Input

Form 706 - (Pages 1, 2, & 3) and Worksheet
Form 706 - Schedule A - Real Estate (Page 4)
Form 706 - Schedule A-1 - Section 2032A Valuation (Pages 8, 9, 10, & 11)
Form 706 - Schedule B - Stocks and Bonds (Page 12)
Form 706 - Schedule C - Mortgages, Notes, and Cash (Page 13)
Form 706 - Schedule D - Insurance on Decedent's Life (Page 15)
Form 706 - Schedule E - Jointly Owned Property (Page 17)
Form 706 - Schedule F - Other Miscellaneous Property Not Reportable Elsewhere (Page 19)
Form 706 - Schedule G & Schedule H - Transfers & Powers of Appointment (Page 21)
Form 706 - Schedule I - Annuities (Page 22)
Form 706 - Schedule J - Funeral & Administration Expenses (Page 23)
Form 706 - Schedule K - Debts of the Decedent, and Mortgages and Liens (Page 25)
Form 706 - Schedule L - Net Losses During Administration and Expenses (Page 26)
Form 706 - Schedule M - Bequests, etc., to Surviving Spouse (Page 27)
Form 706 - Schedule O - Charitable, Public, and Similar Gifts and Bequests (Page 31)
Form 706 - Schedule P & Schedule Q - Credit for Foreign Death Taxes & Prior Transfers (Page 32)
Form 706 - Schedule R - Generation-Skipping Transfer Tax (Pages 33, 34, & 35)
Form 706 - Schedule R-1 - Generation-Skipping Transfer Tax (Page 36)
Form 706 - Schedule T - Qualified Family-Owned Business Interest Deduction (Pages 38, 39, 40, & 41)
Form 706 - Schedule U - Qualified Conservation Easement Exclusion (Page 42)
Form 706 - Estate Tax Closing Document (Page 45)

Federal - Federal 706 - 2002 - Manual Input

Form 706 - (Pages 1, 2, & 3) and Worksheet
Form 706 - Schedule A - Real Estate (Page 4)
Form 706 - Schedule A-1 - Section 2032A Valuation (Pages 8, 9, 10, & 11)
Form 706 - Schedule B - Stocks and Bonds (Page 12)
Form 706 - Schedule C - Mortgages, Notes, and Cash (Page 13)
Form 706 - Schedule D - Insurance on Decedent's Life (Page 15)
Form 706 - Schedule E - Jointly Owned Property (Page 17)
Form 706 - Schedule F - Other Miscellaneous Property Not Reportable Elsewhere (Page 19)
Form 706 - Schedule G & Schedule H - Transfers & Powers of Appointment (Page 21)
Form 706 - Schedule I - Annuities (Page 22)
Form 706 - Schedule J - Funeral & Administration Expenses (Page 23)
Form 706 - Schedule K - Debts of the Decedent, and Mortgages and Liens (Page 25)
Form 706 - Schedule L - Net Losses During Administration and Expenses (Page 26)
Form 706 - Schedule M - Bequests, etc., to Surviving Spouse (Page 27)
Form 706 - Schedule O - Charitable, Public, and Similar Gifts and Bequests (Page 31)
Form 706 - Schedule P & Schedule Q - Credit for Foreign Death Taxes & Prior Transfers (Page 32)
Form 706 - Schedule R - Generation-Skipping Transfer Tax (Pages 33, 34, & 35)
Form 706 - Schedule R-1 - Generation-Skipping Transfer Tax (Page 36)
Form 706 - Schedule T - Qualified Family-Owned Business Interest Deduction (Pages 38, 39, 40, & 41)
Form 706 - Schedule U - Qualified Conservation Easement Exclusion (Page 42)
Form 706 - Continuation Schedule (Page 43)
Form 706 - Estate Tax Closing Document (Page 45)

Federal - Federal 706 - 2002 - Instructions

Form 706 - Instructions
Form 706 - Schedule A - (Page 5)
Form 706 - Schedule A-1 - (Pages 6 & 7)
Form 706 - Schedule C - (Page 14)
Form 706 - Schedule D - (Page 16)
Form 706 - Schedule E - (Page 18)
Form 706 - Schedule F - (Page 20)
Form 706 - Schedule J - (Page 24)
Form 706 - Schedule M - (Pages 28, 29, & 30)
Form 706 - Schedule R-1 - (Page 37)
Form 706 - Continuation Schedule - (Page 44)
Form 706 - Estate Tax Closing Document - (Page 46)

Federal - Federal 706 - 2003 - Automatic Input

Form 706 - (Pages 1, 2, & 3) and Worksheet
Form 706 - Schedule A - Real Estate (Page 4)
Form 706 - Schedule A-1 - Section 2032A Valuation (Pages 8, 9, 10, & 11)
Form 706 - Schedule B - Stocks and Bonds (Page 12)
Form 706 - Schedule C - Mortgages, Notes, and Cash (Page 13)
Form 706 - Schedule D - Insurance on Decedent's Life (Page 15)
Form 706 - Schedule E - Jointly Owned Property (Page 17)
Form 706 - Schedule F - Other Miscellaneous Property Not Reportable Elsewhere (Page 19)
Form 706 - Schedule G & Schedule H - Transfers & Powers of Appointment (Page 21)
Form 706 - Schedule I - Annuities (Page 22)
Form 706 - Schedule J - Funeral & Administration Expenses (Page 23)
Form 706 - Schedule K - Debts of the Decedent, and Mortgages and Liens (Page 25)
Form 706 - Schedule L - Net Losses During Administration and Expenses (Page 26)
Form 706 - Schedule M - Bequests, etc., to Surviving Spouse (Page 27)
Form 706 - Schedule O - Charitable, Public, and Similar Gifts and Bequests (Page 31)
Form 706 - Schedule P & Schedule Q - Credit for Foreign Death Taxes & Prior Transfers (Page 32)
Form 706 - Schedule R - Generation-Skipping Transfer Tax (Pages 33, 34, & 35)
Form 706 - Schedule R-1 - Generation-Skipping Transfer Tax (Page 36)
Form 706 - Schedule T - Qualified Family-Owned Business Interest Deduction (Pages 38, 39, 40, & 41)
Form 706 - Schedule U - Qualified Conservation Easement Exclusion (Page 42)
Form 706 - Estate Tax Closing Document (Page 45)

Federal - Federal 706 - 2003 - Manual Input

Form 706 - (Pages 1, 2, & 3) and Worksheet
Form 706 - Schedule A - Real Estate (Page 4)
Form 706 - Schedule A-1 - Section 2032A Valuation (Pages 8, 9, 10, & 11)
Form 706 - Schedule B - Stocks and Bonds (Page 12)
Form 706 - Schedule C - Mortgages, Notes, and Cash (Page 13)
Form 706 - Schedule D - Insurance on Decedent's Life (Page 15)
Form 706 - Schedule E - Jointly Owned Property (Page 17)
Form 706 - Schedule F - Other Miscellaneous Property Not Reportable Elsewhere (Page 19)
Form 706 - Schedule G & Schedule H - Transfers & Powers of Appointment (Page 21)
Form 706 - Schedule I - Annuities (Page 22)
Form 706 - Schedule J - Funeral & Administration Expenses (Page 23)
Form 706 - Schedule K - Debts of the Decedent, and Mortgages and Liens (Page 25)
Form 706 - Schedule L - Net Losses During Administration and Expenses (Page 26)
Form 706 - Schedule M - Bequests, etc., to Surviving Spouse (Page 27)
Form 706 - Schedule O - Charitable, Public, and Similar Gifts and Bequests (Page 31)
Form 706 - Schedule P & Schedule Q - Credit for Foreign Death Taxes & Prior Transfers (Page 32)
Form 706 - Schedule R - Generation-Skipping Transfer Tax (Pages 33, 34, & 35)
Form 706 - Schedule R-1 - Generation-Skipping Transfer Tax (Page 36)
Form 706 - Schedule T - Qualified Family-Owned Business Interest Deduction (Pages 38, 39, 40, & 41)
Form 706 - Schedule U - Qualified Conservation Easement Exclusion (Page 42)
Form 706 - Continuation Schedule (Page 43)
Form 706 - Estate Tax Closing Document (Page 45)

Federal - Federal 706 - 2003 - Instructions

Form 706 - Instructions
Form 706 - Schedule A - (Page 5)
Form 706 - Schedule A-1 - (Pages 6 & 7)
Form 706 - Schedule C - (Page 14)
Form 706 - Schedule D - (Page 16)
Form 706 - Schedule E - (Page 18)
Form 706 - Schedule F - (Page 20)
Form 706 - Schedule J - (Page 24)
Form 706 - Schedule M - (Pages 28, 29, & 30)
Form 706 - Schedule R-1 - (Page 37)
Form 706 - Continuation Schedule - (Page 44)
Form 706 - Estate Tax Closing Document - (Page 46)

Federal - Federal 709 - 2003

Form 709 - United States Gift (Page 1)
Form 709 - United States Gift (Page 2)
Form 709 - United States Gift (Page 3)
Form 709 - United States Gift (Page 4)



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Ohio Estate Tax - DOD 1/1/01-12/31/01

Form 2 - (Page 1) Ohio Estate Tax Return for All Resident Filings
Form 2 - (Page 2) Recapitulation of Assets
Form 2 - (Page 3) Information
Form 2 - Schedule A - Real Estate
Form 2 - Schedule B - Stocks and Bonds
Form 2 - Schedule C - Mortgages, Notes and Cash
Form 2 - Schedule D - Insurance
Form 2 - Schedule E - Joint & Survivorship Assets, Part I
Form 2 - Schedule E - Joint & Survivorship Assets, Part II
Form 2 - Schedule F - Miscellaneous Property
Form 2 - Schedule G - Transfers During Decedent's Life
Form 2 - Schedule H - Powers of Appointment
Form 2 - Schedule I - Annuities, Pensions, Retirement, Etc.
Form 2 - Schedule J - Debts and Administration Expenses
Form 2 - Schedule K - Charitable Deduction
Form 2 - Schedule L and Schedule M, Part I
Form 2 - Schedule M, Part II - Bequest to Surviving Spouse
Form 2-X - (Front) Amended - Ohio Estate Tax Resident Return
Form 2-X - (Back) Amended - Ohio Estate Tax Resident Return
Form 4 - (Front) Ohio Non-Resident Estate Tax Return
Form 4 - (Back) Ohio Non-Resident Estate Tax Return
Form 5 - Ohio Estate/Additional Tax Return Filing Notice
Form 12 - (2000) (P1) Application For Consent to Transfer Property (Version 1)
Form 12 - (2000) (P1) Application For Consent to Transfer Property (Version 2)
Form 12 - (2000) (P2) Application For Consent to Transfer Property
Form 12 - (2000) (P3) Application For Consent to Transfer Property
Form 12A - (Front) Application for Consent to Transfer Property - Non-Resident (Version 1)
Form 12A - (Front) Application for Consent to Transfer Property - Non-Resident (Version 2)
Form 12A - (Back) Application for Consent to Transfer Property
Form 13 - (Page 1) Application for Consent to Transfer Insurance Proceeds
Form 13 - (Page 2) Application for Consent to Transfer Insurance Proceeds
Form 13 - (Page 3) Application for Consent to Transfers Insurance Proceeds
Form 14 - Ohio Estate Tax - Consent to Transfer Property
Form 14-A - Ohio Estate Tax - Non-Resident Tax Release
Form 17 - Ohio Estate and Additional Tax Estimated Payment Notice
Form 17 -A - Tax Estimated Payment Notice - Payment Under Protest
Form 18 - Close Corporation Valuation Form (Page 1)
Form 18 - Close Corporation Valuation Form (Page 2)
Form 18 - Close Corporation Valuation Form (Page 3)
Form 18 - Close Corporation Valuation Form (Page 4)
Form 21 - (Front) Application for Certificate of Release of Ohio Estate Tax Lien
Form 21 - (Back) Application for Certificate of Release of Ohio Estate Tax Lien
Form 22 - (Part 1) (Front) Certificate of Estate Tax Payment
Form 22 - (Part 1) (Back) Instructions for Completion
Form 22 - (Part 2) (Front) Certificate of Estate Tax Payment
Form 22 - (Part 2) (Back) Certificate of Estate Tax Payment
Form 24 - (Front) Application Extension of Time to File Estate Tax Return
Form 34 - (Page 1) Qualified Farm Property Valuation Election Application
Form 34 - (Page 2) Qualified Farm Property Valuation Election Application
Form 34 - (Page 3) Qualified Farm Property Valuation Election Application
Form 34 - (Page 4) Qualified Farm Property Valuation Election Application
Form 35 - Worksheet for Developing the Value of Qualified Farm Property
Form 36 - (Page 1) Qualified Farm Property Valuation Election Application (Section 5731.011 O.R.C.)
Form 36 - (Page 2) Qualified Farm Property Valuation Election Application (Section 5731.011 O.R.C.)
Form 41 - (Front) Application for Extension of Time to Pay Ohio Estate Tax
Form 41 - (Back) Application for Extension of Time to Pay Ohio Estate Tax

Ohio Estate Tax - DOD on/after 1/1/02

Form 2 - (Page 1) Ohio Estate Tax Return for All Resident Filings
Form 2 - (Page 2) Ohio Estate Tax Return for All Resident Filings
Form 2 - (Page 3) Ohio Estate Tax Return for All Resident Filings
Form 2 - Schedule A - Real Estate
Form 2 - Schedule A - Real Estate (Manual Input)
Form 2 - Schedule B - Stocks and Bonds
Form 2 - Schedule C - Mortgages, Notes and Cash
Form 2 - Schedule D - Insurance
Form 2 - Schedule E - Joint & Survivorship Assets, Part I
Form 2 - Schedule E - Joint & Survivorship Assets, Part II
Form 2 - Schedule F - Miscellaneous Property
Form 2 - Schedule G - Transfers During Decedent's Life
Form 2 - Schedule H - Powers of Appointment
Form 2 - Schedule I - Annuities, Pensions, Retirement, Etc.
Form 2 - Schedule J - Debts and Administration Expenses
Form 2 - Schedule K - Charitable Deduction
Form 2 - Schedule L - Marital Deduction Reconciliation
Form 2 - Schedule M part I - Bequests to Surviving Spouse Property Interests which are Not Subject to a QTIP Election
Form 2 - Schedule M part II - Bequest to Surviving Spouse Property Interests which are Subject to a QTIP Election
Form 2-X - (Front) Amended - Ohio Estate Tax Resident Return
Form 2-X - (Back) Amended - Ohio Estate Tax Resident Return
Form 3 - (Front) Ohio Resident Additional Tax Return
Form 3 - (Back) Ohio Resident Additional Tax Return
Form 3G - (Page 1) Ohio Resident Generation-Skipping Transfer Tax Return
Form 3G - (Page 2) Ohio Resident Generation-Skipping Transfer Tax Return
Form 4 - (Front) Ohio Nonresident Estate Tax Return
Form 4 - (Back) Ohio Nonresident Estate Tax Return
Form 5 - Ohio Estate and Additional Tax Return Filing Notice
Form 12 - (Page 1) Application For Consent to Transfer Property (Auto-Input)
Form 12 - (Page 1) Application for Consent to Transfer Property (Version 1)
Form 12 - (Page 1) Application for Consent to Transfer Property (Version 2)
Form 12 - (Page 2) Application for Consent to Transfer Property
Form 12 - (Page 3) Application for Consent to Transfer Property
Form 12A - (Front) Application for Consent to Transfer Property - Nonresident (Version 1)
Form 12A - (Front) Application for Consent to Transfer Property - Nonresident (Version 2)
Form 12A - (Back) Application for Consent to Transfer Property
Form 13 - (Page 1) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 13 - (Page 2) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 13 - (Page 3) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 14 - Ohio Estate Tax - Consent to Transfer Property (Auto-Input)
Form 14 - Ohio Estate Tax - Consent to Transfer Property
Form 14-A - Ohio Estate Tax - Nonresident Tax Release
Form 17 - Ohio Estate and Additional Tax Estimated Payment Notice
Form 17-A - Tax Estimated Payment Notice - Payment Under Protest
Form 18 - (Page 1) Close Corporation Valuation Form
Form 18 - (Page 2) Close Corporation Valuation Form
Form 18 - (Page 3) Close Corporation Valuation Form
Form 18 - (Page 4) Close Corporation Valuation Form
Form 21 - (Front) Application for Certificate of Release of Ohio Estate Tax Lien
Form 21 - (Back) Application for Certificate of Release of Ohio Estate Tax Lien
Form 22 - (Page 1) Certificate of Estate Tax Payment
Form 22 - (Page 3) Certificate of Estate Tax Payment
Form 22 - Instructions for Completion (Pages 2 & 4)
Form 24 - (Page 1) - Application for Extension of Time to File Estate Tax Return
Form 24 - (Page 2) - Application for Extension of Time to File Estate Tax Return
Form 34 - (Page 1) Qualified Farm Property Valuation Election Application
Form 34 - (Page 2) Qualified Farm Property Valuation Election Application
Form 34 - (Page 3) Qualified Farm Property Valuation Election Application
Form 34 - (Page 4) Qualified Farm Property Valuation Election Application
Form 35 - Worksheet for Developing the Value of Qualified Farm Property
Form 36 - (Page 1) Qualified Farm Property Annual Report for Estate Tax Valuation
Form 36 - (Page 2) Qualified Farm Property Annual Report for Estate Tax Valuation
Form 41 - (Front) Application for Extension of Time to Pay Ohio Estate Tax
Form 41 - (Back) Application for Extension of Time to Pay Ohio Estate Tax

Prior - DOD 1/1/02-12/31/02

Form 2-X - (Front) Amended - Ohio Estate Tax Resident Return
Form 2-X - (Back) Amended - Ohio Estate Tax Resident Return
Form 4 - (Front) Ohio Nonresident Estate Tax Return
Form 4 - (Back) Ohio Nonresident Estate Tax Return
Form 5 - Ohio Estate and Additional Tax Return Filing Notice
Form 12 - (2000) (Page 1) Application for Consent to Transfer Property (Version 1)
Form 12 - (2000) (Page 1) Application for Consent to Transfer Property (Version 2)
Form 12 - (2000) (Page 2) Application for Consent to Transfer Property
Form 12 - (2000) (Page 3) Application for Consent to Transfer Property
Form 12A - (Front) Application for Consent to Transfer Property - Nonresident (Version 1)
Form 12A - (Front) Application for Consent to Transfer Property - Nonresident (Version 2)
Form 12A - (Back) Application for Consent to Transfer Property
Form 13 - (Page 1) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 13 - (Page 2) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 13 - (Page 3) Application for Consent to Transfer the Proceeds of Insurance Contracts
Form 14 - Ohio Estate Tax - Consent to Transfer Property
Form 14-A - Ohio Estate Tax - Nonresident Tax Release
Form 17 - Ohio Estate and Additional Tax Estimated Payment Notice
Form 17-A - Tax Estimated Payment Notice - Payment Under Protest
Form 18 - (Page 1) Close Corporation Valuation Form
Form 18 - (Page 2) Close Corporation Valuation Form
Form 18 - (Page 3) Close Corporation Valuation Form
Form 18 - (Page 4) Close Corporation Valuation Form
Form 21 - (Front) A