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South West Ohio & Standard Forms


PERFECT PROBATE 4.4a

Southwestern Ohio and Standard Forms
INDEX FOR ESTATE, TAX AND MISC. FORMS

Account

  • Affidavit and Entry in Lieu of Current Account (Hamilton 113.01)
  • Affidavit as to Current Account
  • Certificate in Lieu of an Account
  • Certificate of Giving of Notice of Hearing on Account (Preble 13.4)
  • Certificate of Service of Notice of Hearing on Account (Warren 13.9)
  • Custodial Account Procedures (Hamilton)
  • Entry Approving and Settling the Account (13.3)
  • Entry Approving and Settling the Account (Clermont ES13.5)
  • Entry Dispensing with Current Account
  • Entry Recording Partial Account (Clermont ENTACCTPAR)
  • Entry Ordering Rel. of Asset to Cust. Dep. in Lieu of Bond (Hamilton 204.06)
  • Entry Scheduling Inventory/Account for Hearing
  • Entry Setting Hearing on Account (Hamilton 13.8)
  • Entry Setting Hearing on Account
  • Fiduciary's Account (13.0)
  • Notice of Hearing on Account (13.5)
  • Points of Contact for Custodial Accounts (Hamilton)
  • Statement in Lieu of Account (Montgomery)
  • Statement in Lieu of and for an Account (Butler)
  • Trustee's Account (Hamilton 24.8)
  • Trustee's Account
  • Verification of Receipt and Deposit - Custodial Acct. (Hamilton 204.07)
  • Waiver of Notice of Hearing on Account (13.7)
  • Waiver of Partial Account (13.4)

Administrator (See Fiduciary)

  • Affidavit and Entry in Lieu of Current Account (Hamilton 113.01)
  • Affidavit as to Current Account
  • Affidavit (Generic)
  • Automobile Transfer Affidavit (Hamilton)
  • Automobile Transfer Affidavit (Montgomery)
  • Automobile Transfer Affidavit (Standard)
  • Automobile Transfer Affidavit - (2 Autos) (Generic)
  • Butler Affidavit
  • Concerning Section 2109.30(B)
  • Finding One and the Same Person
  • No Probatable Assets (Generic)
  • Notice of Hearing to Disinter Remains (Hamilton 612.05)
  • Proof of Service (Hamilton 200.10)
  • Service (Generic)
  • Supporting Affidavit(s) (621.01)
  • Service by Publication when Residence of Heirs is Unknown
  • Substantiating Decedent's Domicile (ET 20)
  • Surviving Spouse Affidavit - Automobile (Butler)
  • Surviving Spouse Affidavit - Watercraft (Butler)
  • Surviving Spouse Affidavit - Watercraft (Montgomery)
  • Warren Affidavit

Ancillary

  • Supplemental Application for Ancillary Administration (4.1)

Application

  • Additional Extension of Time to File Return (2688)
  • Admit Authenticated Copy (Hamilton 104.59)
  • and Entry Sale/Transfer of Motor Vehicle (Hamilton 9.4)
  • and Entry Sale/Transfer of Motor Vehicle (9.C)
  • and Entry Sale/Transfer of Motor Vehicle (Clermont 9.C)
  • and Entry Sale/Transfer of Motor Vehicle (Greene 9.C)
  • and Entry Extending Time
  • and Order for Deposit of Minor's Funds
  • Application (Generic)
  • Application to Correct Certificate of Marriage (621.00)
  • Appointment of Testamentary Trustee (143)
  • Appointment of Testamentary Trustee (Clermont 143)
  • Appointment of Testamentary Trustee (Montgomery)
  • Appointment of a Trustee (Hamilton 24.1)
  • Apportionment of Family Allowance (7.2)
  • Approve Wrongful Death Proceeds (14.0)
  • Approve Fee Release from Administration (Clermont)
  • Authority to Administer Estate (4.0)
  • Authority to Administer Estate/Citation to Elect (4.0SP)
  • Authority to Transfer (Montgomery)
  • Automatic Extension of Time to File Tax Return (4868)
  • Certificate of Release of Ohio Estate Tax Lien (ET 21)
  • Certificate of Transfer (12.0)
  • Certificate of Transfer (Montgomery 12.0)
  • Consent and Entry Approving Attorney Fee (Clermont)
  • Consent to Transfer Proceeds (ET 13)
  • Consent to Transfer Property (ET 12)
  • Consent to Transfer Property (ET 12-14)
  • Consent to Transfer Property of Non-Resident Decedent (ET 12-A)
  • Copy of Birth Certificate (HEA 2709) ST-M
  • Distribute in Kind (10.0)
  • Employer Identification Number (SS-4)
  • Entry Approving Application for Attorney Fees (Clermont)
  • Entry Granting Appl. to Reopen Estate and Qualify Fiduciary (Hamilton 104.51)
  • Entry Setting Hearing on Appl. to Administer Estate (Hamilton 4.01)
  • Entry Setting Hearing on Appl. to Correct Certificate of Marriage (621.02)
  • Extension of Time to File (2350)
  • Extension of Time to Pay Ohio Estate Tax (ET 41)
  • Family Allowance (7.1)
  • IRS Individual Taxpayer Identification Number (W-7)
  • Notice of Application to Relieve Estate (5.3)
  • Notice of Hearing on Application for Attorney's Fees (Hamilton 210.07)
  • Notice of Hearing on Application for Attorney's Fees
  • Notice of Hearing on Appl. to Distribute in Kind (10.2)
  • Order to Disinter Remains (Hamilton)
  • Pay Attorney Fees (Butler 78-A)
  • Probate Will (2.0)
  • Procedural Guideline - Appl. for Order to Disinter Remains (Hamilton)
  • Qualified Farm Property Valuation Election Application (ET 34)
  • Release of Funds to Cust. Dep. in Lieu of Bond (Hamilton 204.05)
  • Relieve Estate from Administration (5.0)
  • Relieve Estate from Administration - $2,500 or less
  • Relieve Estate from Administration (Short Form) (Hamilton 5.05)
  • Reopen Estate and Qualify Fiduciary (Hamilton 104.50)
  • Sell Personal Property (9.0)
  • Short Form Release of Administration (Clermont 5.0A)
  • Short Form Release of Administration (Miami) (Montgomery)
  • Supplemental for Ancillary Administration (4.1)
  • Waiver of Notice of Application to Disinter Remains (Hamilton)
  • Waiver of Notice of Application to Relieve Estate (5.2)
  • Waiver of Notice of Hearing on Application for Attorney Fees/Consent

Appointment

  • Application for Appointment of Testamentary Trustee (143)
  • Application for Appointment of Testamentary Trustee (Clermont 143)
  • Application for Appointment of Testamentary Trustee (Montgomery)
  • Application for Appointment of Trustee (Hamilton 24.1)
  • Appraiser (3.0)
  • Appraiser, Out of County Real Estate (Montgomery)
  • Consent to Appointment of Trustee (Hamilton 24.2)
  • Entry Appointing Fiduciary; Letters of Authority (4.5)
  • Entry Appointing Testamentary Trustee (Clermont 143G)
  • Entry Appointing Trustee (Clermont 24.7)
  • Entry Appointing Trustee; Letters of Authority (Hamilton 24.4)
  • Journal Entries - Appointment of Testamentary Trustee (143-G)
  • Judgment Entry Appointing Additional Appraisers (Montgomery)
  • Judgment Entry Appointing Additional or Special Appraisers (Montgomery)
  • Motion to Disp. with Appt. of Appraiser (Generic)
  • Notice of Hearing on Appointment of Fiduciary (4.4)
  • Waiver of Notice of Hearing on Appointment of Administrator

Apportionment

  • Application for Apportionment of Family Allowance (7.2)
  • Entry on Apportionment (Hamilton 7.22)

Appraiser

  • Appointment of Appraiser (3.0)
  • Appointment of Appraiser, Out of County Real Estate (Montgomery)
  • Entry Approving Inventory and Appraisal
  • Inventory and Appraisal (Miami 6.0)
  • Inventory and Appraisal (6.0)
  • Judgement Entry Appointing Additional Appraisers (Montgomery)
  • Judgement Entry Appointing Additional or Special Appraisers (Montgomery)
  • Judgment Entry Approving Inventory and Appraisal (Greene)
  • Motion to Disp. with Appt. of Appraiser (Generic)
  • Order - No Appraiser (Generic)

Assets

  • Affidavit - No Probatable Assets (Generic)
  • Application for Consent to Transfer Property (ET 12)
  • Judgment Entry - No Probatable Assets (Generic)
  • Judgment Order - No Probatable Assets (Generic)
  • Liabilities to be Relieved from Administration (5.1)
  • Letter of Inst. (To Party in Possession of Assets) (Hamilton)
  • Notice of Insufficient Assets to Pay Creditors in Full
  • Ohio Estate Tax - Consent to Transfer Property (ET 14)
  • Order that Assets Remain in Hamilton County, Ohio (Hamilton 204.12)
  • Remaining in Fiduciary's Hands (13.2)
  • Remaining in Trustee's Hands (Hamilton 24.82)
  • Report of Newly Discovered Assets
  • Schedule of Property to be Distributed in Kind (Hamilton 10.1)

Attorney Fees, Etc.

  • Application and Entry for Fees (Generic)
  • Application, Consent and Entry Approving Attorney Fee (Clermont)
  • Application to Pay Attorney Fees (Butler 78-A)
  • Attorney's Certificate
  • Calculation of Attorney Fee (Clark)
  • Computation of Attorney Fees (Miami)
  • Computation of Attorney Fees (Montgomery)
  • Computation of Attorney/Fiduciary Fee (Greene)
  • Consent to Payment of Attorney Fees (Hamilton 210.05)
  • Entry Approving Application for Attorney Fees (Clermont)
  • Notice of Hearing on Application for Attorney's Fees (Hamilton 210.07)
  • Power of Attorney and Declaration of Representative (2848)
  • Waiver of Notice of Hearing on Application for Attorney Fees/Consent
  • Worksheet - Attorney Fees - Estate (Preble)

Automobile (See Motor Vehicle)

Bond

  • Appl. to Release of Funds to Cust. Dep. in Lieu of Bond (Hamilton 204.05)
  • Entry Ordering Release of Asset to Cust. Dep. in Lieu of Bond (Hamilton)
  • Fiduciary's Bond (4.2)
  • Irrevocable Stock or Bond Power
  • Trustee's Bond (Hamilton 24.3)

Certificate

  • Application for Certificate of Release of Ohio Estate Tax Lien (ET 21)
  • Application for Certificate of Transfer (12.0)
  • Application for Certificate of Transfer (Montgomery 12.0)
  • Application for Copy of Birth Certificate (HEA 2709)
  • Attorney's Certificate
  • Entry Issuing Certificate of Transfer (12.2)
  • Entry Issuing Certificate of Transfer (Montgomery)
  • Estate Tax Payment (ET 22)
  • Giving of Notice of Hearing on Account (Preble 13.4)
  • Giving of Notice of Hearing on Inventory (Preble 6.4)
  • Lieu of Account (Montgomery)
  • Request for Taxpayer Identification Number and Certification (W-9)
  • Service of Notice of Hearing on Account (Warren 13.9)
  • Service of Notice of Probate of Will (2.4)
  • Subordination of Ohio Estate Tax Lien (ET 36-A)
  • Termination (13.6)
  • Transfer (12.1)
  • Wills on Deposit (Hamilton 1.02)

Classification

  • Classification Form for Estates (Hamilton 1.01)
  • Classification Form for Estates (Clermont 1.01)

Computation

  • Attorney Fees (Miami)
  • Attorney Fees (Montgomery)
  • Attorney/Fiduciary Fee (Greene)
  • Fiduciary Fees (Miami)

Consent

  • Application, Consent and Entry Approving Attorney Fees (Clermont)
  • Application for Consent to Transfer Proceeds (ET 13)
  • Application for Consent to Transfer Property (ET 12)
  • Application for Consent to Transfer Property (ET 12-14)
  • Appl. for Con. to Trans. Property of Non-Resident Decedent (ET 12-A)
  • Ohio Estate Tax - Consent to Transfer Property (ET 14)
  • Payment of Attorney Fees (Hamilton 210.05)
  • Power to Sell Real Estate (11.0)
  • Waiver and Consent, Wrongful Death and Survival Claims (14.1)
  • Waiver of Notice of Hearing Application on Attorney Fees/Consent

Declination

  • Executor Named in Will (Butler)

Disclaimer

  • Testamentary Succession

Disinter (See Inter)

Distribution

  • Application to Approve Settlement and Distribution of Claims (14.0)
  • Application to Distribute in Kind (10.0)
  • Entry Approving Distribution in Kind (10.1)
  • Entry Approving Distribution in Kind (Hamilton 10.3)
  • Entry Approving Report of Distribution (14.4)
  • Entry Approving Settlement and Distribution of Survival Claims (14.2)
  • Notice of Hearing on Appl. to Distribute in Kind (10.2)
  • Notice to Distributee (Hamilton 10.4) (10.4A)
  • Receipts and Disbursements (13.1)
  • Receipts and Disbursements Trust (Hamilton 24.81)
  • Report of Distribution and Judgment Entry (Hamilton 104.52)
  • Report of Distribution of Wrongful Death and Survival Claims (14.3)
  • Report of Distribution - Release from Administration (5.9)
  • Report of Distribution - Reopened Estate (Hamilton 104.52)

Election

  • Application for Authority to Administer Estate/Citation to Elect (4.0SP)
  • Surviving Spouse to Take Against Will (8.2)
  • Surv. Spouse to Take Decedent's Entire Interest in House (Hamilton 108.40)
  • Surviving Spouse to Take Under will (8.1)

Entry

  • Admitting Authenticated Record (Hamilton 104.60)
  • Admitting Will to Probate (2.3)
  • Affidavit and Entry in Lieu of Current Account (Hamilton 113.01)
  • Application, Consent and Entry Approving Attorney Fee (Clermont)
  • Application and Entry Extending Time
  • Appl. and Entry for Sale/Transfer of Motor Vehicle (Hamilton 9.4)
  • Appl. and Entry for Sale/Transfer of Motor Vehicle (Clermont 9.C)
  • Appl. and Entry for Sale/Transfer of Motor Vehicle (Greene 9.C)
  • Appl. and Entry for Sale/Transfer of Motor Vehicle (9.C)
  • Appointing Fiduciary; Letters of Authority (4.5)
  • Appointing Testamentary Trustee (Clermont 143G)
  • Appointing Trustee (Clermont 24.7)
  • Appointing Trustee; Letters of Authority (Hamilton 24.4)
  • Apportionment (7.22)
  • Approving and Settling the Account (13.3)
  • Approving and Settling the Account (Clermont ES13.5)
  • Approving Application for Attorney Fees (Clermont)
  • Approving Distribution in Kind (10.1)
  • Approving Distribution in Kind (Hamilton 10.3)
  • Approving Inventory (Hamilton 6.5)
  • Approving Inventory and Appraisal
  • Approving Report of Distribution (14.4)
  • Approving Settl. and Dist. of Wrongful Death and Surv. Claims (14.2)
  • Authorizing Sale of Personal Property (9.1)
  • Creating Trust and Approving Trust Form - Wrongful Death Trust
  • Dispensing with Current Account
  • Entry (Generic)
  • Entry Setting Hearing on App. to Correct Certificate of Marriage (621.02)
  • Finding Estate Insolvent and Ordering Payment on Claims
  • Finding One and the Same Person
  • Granting App. to Reopen Estate and Qualify Fiduciary (Hamilton 104.51)
  • Issuing Certificate of Transfer (12.2)
  • Issuing Certificate of Transfer (Montgomery)
  • Journal Entries - Appointment of Testamentary Trustee (143-G)
  • Journal Entry Ordering Notice by Publication of Hearing
  • Judgment Entry Appointing Add. or Special Appraisers (Montgomery)
  • Judgment Entry Correcting Certificate of Marriage (621.03)
  • Judgment Entry - Inventory and Appraisal (Greene)
  • Judgment Entry for Automobile Transfer (Montgomery)
  • Judgment Entry - No Probatable Assets (Generic)
  • Recording Partial Account (Clermont ENTACCTPAR)
  • Entry Ordering Rel. of Asset to Cust. Dep. in Lieu of Bond (Hamilton 204.06)
  • Relieving Estate from Administration (5.6)
  • Relieving Estate from Administration - $2,500 or less
  • Relieving Estate from Admin. - $2,500 or less (Short Form) (Hamilton 5.65)
  • Report of Distribution and Reopened Estate (Hamilton 104.52)
  • Scheduling Inventory/Account for Hearing
  • Setting Hearing and Ordering Notice (Hamilton 5.01)
  • Setting Hearing and Ordering Notice (Hamilton 7.21)
  • Setting Hearing and Ordering Notice (Hamilton 10.01)
  • Setting Hearing and Ordering Notice (Hamilton 14.01)
  • Setting Hearing on Account (Hamilton 13.8)
  • Entry Setting Hearing on Account
  • Setting Hearing on Appl. to Administer Estate (Hamilton 4.01)
  • Setting Hearing on Inventory (Hamilton 6.4)
  • Waiver of Notice/Entry Setting Hearing (6.0)

Executor (See Fiduciary)

Extension

  • Application and Entry Extending Time
  • Application for Additional Extension of Time to File Return (ET 2688)
  • Application for Automatic Extension of Time to File Tax Return (4868)
  • Application for Extension of Time to File (2350)
  • Application for Extension of Time to Pay Ohio Estate Tax (ET 41)
  • Time to File Estate Tax Return (ET 24)

Fiduciary

  • Acceptance (1-DF)
  • Acceptance (Hamilton 4.8)
  • Acceptance - Trustee (143-DF)
  • Account (Miami 13.0)
  • Account (Miami 13.0)
  • Account (13.0)
  • Application for Authority to Administer Estate/Citation to Elect (4.0SP)
  • Application to Admit Authenticated Copy (Hamilton 104.59)
  • Application to Reopen Estate and Qualify Fiduciary (Hamilton 104.50)
  • Assets Remaining in Fiduciary's Hands (13.2)
  • Bond (4.2)
  • Calculation of Fiduciary Fee (Clark)
  • Computation of Attorney/Fiduciary Fee (Greene)
  • Computation of Fiduciary Fees (Miami)
  • Entry Admitting Authenticated Record (Hamilton 104.60)
  • Entry Appointing Fiduciary; Letters of Authority (4.5)
  • Entry Granting Appl. to Reopen Estate and Qualify Fiduciary (Hamilton 104.51)
  • Notice of Hearing on Appointment of Fiduciary (4.4)
  • Waiver of Notice of Hearing on Appointment of Administrator
  • Waiver of Right to Administer (4.3)

Hearing

  • Affidavit of Notice of Hearing to Disinter Remains (Hamilton)
  • Certificate of Giving of Notice of Hearing on Account (Preble 13.4)
  • Certificate of Giving of Notice of Hearing on Inventory (Preble 6.4)
  • Certificate of Service of Notice of Hearing on Account (Warren 13.9)
  • Entry Scheduling Inventory/Account for Hearing
  • Entry Setting Hearing and Ordering Notice (Hamilton 5.01)
  • Entry Setting Hearing and Ordering Notice (Hamilton 7.21)
  • Entry Setting Hearing and Ordering Notice (Hamilton 10.01)
  • Entry Setting Hearing and Ordering Notice (Hamilton 14.01)
  • Entry Setting Hearing on Account (Hamilton 13.8)
  • Entry Setting Hearing on Account
  • Entry Setting Hearing on Appl. to Administer Estate (Hamilton 4.01)
  • Entry Setting Hearing on Inventory (Hamilton 6.4)
  • Journal Entry Ordering Notice by Publication of Hearing
  • Notice of Hearing on Account (13.5)
  • Notice of Hearing on Application for Attorney's Fees (Hamilton 210.07)
  • Notice of Hearing on Application for Attorney's Fees
  • Notice of Hearing on Appl. to Distribute in Kind (10.2)
  • Notice of Hearing on Appointment of Fiduciary (4.4)
  • Notice of Hearing on Inventory (6.3)
  • Notice of Hearing to Disinter Remains (Hamilton)
  • Waiver of Notice/Entry Setting Hearing (6.0)
  • Waiver of Notice of Hearing on Account (13.7)
  • Waiver of Notice of Hearing on Application for Attorney Fees Consent
  • Waiver of Notice of Hearing on Appointment of Administrator
  • Waiver of Notice of Hearing Inventory (6.2)

Inter

  • Affidavit of Notice of Hearing to Disinter Remains (Hamilton 612.05)
  • Application for Order to Disinter Remains (Hamilton 612.00)
  • Entry Setting Hearing on Application (Hamilton 612.02)
  • Notice of Hearing to Disinter Remains (Hamilton 612.04)
  • Order to Disinter Remains (Hamilton 612.06)
  • Procedural Guideline - Appl. for Order to Disinter Remains (Hamilton)
  • Surviving Spouse and Next of Kin (Hamilton 612.01)
  • Verification of Reinterment (Hamilton 612.07)
  • Waiver of Notice of Application to Disinter Remains (Hamilton 612.03)

Inventory

  • and Appraisal (Miami 6.0)
  • and Appraisal (6.0)
  • Certificate of Giving of Notice of Hearing on Inventory (Preble 6.4)
  • Entry Approving Inventory (Hamilton 6.5)
  • Entry Approving Inventory and Appraisal
  • Entry Scheduling Inventory/Account for Hearing
  • Entry Setting Hearing on Inventory (Hamilton 6.4)
  • Judgment Entry Approving Inventory and Appraisal (Greene)
  • Notice of Hearing on Inventory (6.3)
  • Trustee's Inventory (Hamilton 24.5)
  • Trustee's Inventory (137-2)
  • Trustee's Inventory (Clermont 137-2)
  • Waiver of Notice of Hearing on Inventory (6.2)

Journal Entry

  • Appointment of Testamentary Trustee (143-G)
  • Ordering Notice by Publication of Hearing

Judgment Entry

  • Appointment of Additional Appraisers (Montgomery)
  • Judgment Entry Appointing Additional or Special Appraisers (Montgomery)
  • Judgment Entry Correcting Certificate of Marriage (621.03)
  • Automobile Transfer
  • Inventory and Appraisal (Greene)
  • No Probatable Assets (Generic)
  • Report of Distribution - Reopened Estate (Hamilton 104.52)

Motor Vehicle

  • Application and Entry Sale/Transfer Motor Vehicle (Hamilton 9.4)
  • Application and Entry Sale/Transfer Motor Vehicle (Clermont 9.C)
  • Application and Entry Sale/Transfer Motor Vehicle (9.C)
  • Automobile Transfer Affidavit
  • Automobile Transfer Affidavit (2 Autos)(Generic)
  • Judgment Entry for Automobile Transfer (Montgomery)
  • Surviving Spouse Affidavit - Automobile

Notice

  • Affidavit of Notice of Hearing to Disinter Remains (Hamilton)
  • Application to Relieve Estate (5.3)
  • Certificate of Giving of Notice of Hearing on Account (Preble 13.4)
  • Certificate of Giving of Notice of Hearing on Inventory (Preble 6.4)
  • Certificate of Service of Notice of Hearing on Account (Warren 13.9)
  • Certificate of Service of Notice of Probate of Will (2.4)
  • Distributee (Hamilton 10.4) (10.4A)
  • Entry Setting Hearing and Ordering Notice (Hamilton 5.01)
  • Entry Setting Hearing and Ordering Notice (Hamilton 7.21)
  • Entry Setting Hearing and Ordering Notice (Hamilton 10.01)
  • Entry Setting Hearing and Ordering Notice (Hamilton 14.01)
  • Hearing on Account (13.5)
  • Hearing on Application for Attorney Fees (Hamilton 210.07)
  • Hearing on Application for Attorney Fees
  • Hearing on Application to Distribute in Kind (10.2)
  • Hearing on Appointment of Fiduciary (4.4)
  • Hearing on Inventory (6.3)
  • Hearing to Disinter Remains (Hamilton)
  • Journal Entry Ordering Notice by Publication of Hearing
  • Notice of Insufficient Assets to Pay Creditors in Full
  • Ohio Estate/Additional Tax Return Filing Notice (ET 5)
  • Probate of Will (2.2)
  • Publication of Admission of Will to Probate
  • Publication of Notice - Multiple Estate (5.5)
  • Publication of Notice - Single Estate (5.4)
  • Sale of Personal Property (9.2)
  • Waiver of Notice/Entry Setting Hearing (6.0)
  • Waiver of Notice of Application to Disinter Remains (Hamilton)
  • Waiver of Notice of Application to Relieve Estate (5.2)
  • Waiver of Notice of Hearing on Account (13.7)
  • Waiver of Notice of Hearing on Application for Attorney Fees/Consent
  • Waiver of Notice of Hearing on Appointment of Administrator
  • Waiver of Notice of Hearing on Inventory (6.2)
  • Waiver of Notice of Probate of Will (2.1)

Personal Property

  • Application to Sell Personal Property (9.0)
  • Entry Authorizing Sale of Personal Property (9.1)
  • Instructions for Comp. Qualified Farm Property Valuation (ET 34(A))
  • Notice of Sale of Personal Property (9.2)

Publication

  • Affidavit for Service by Pub. when Res. of Heirs is Unknown
  • Journal Entry Ordering Notice by Publication of Hearing
  • Notice - Multiple Estates (5.5)
  • Notice - Single Estates (5.4)

Real Estate

  • Appointment of Appraiser, Out of County Real Estate (Montgomery)
  • Consent to Power to Sell Real Estate (11.0)
  • Estate Tax Form 2 Schedule A - Real Estate

Receipts

  • and Disbursements (13.1)
  • and Disbursements - Trust (Hamilton 24.81)
  • Verification of Receipt and Deposit of Custodial Acct. (Hamilton 204.07)
  • Voucher (Montgomery)

Reinter (See Inter)

Relief from Administration

  • Application to Approve Fee Release from Administration (Clermont)
  • Application to Relieve Estate from Administration (5.0)
  • Application to Relieve Estate from Administration - $2,500 or Less
  • Appl. to Relieve Estate from Administration (Short Form) (Hamilton 5.05)
  • Application for Short form Relief of Administration (Clermont 5.0A)
  • Application for Short Form Release of Administration (Miami) (Montgomery)
  • Assets and Liabilities to be Relieved (5.1)
  • Entry Relieving Estate from Administration (5.6)
  • Entry Relieving Estate from Administration - $2,500 or Less
  • Entry Rel. Estate from Admin. - 2,500 or Less (Short Form) (Hamilton 5.65)
  • Notice of Application to Relieve Estate (5.3)
  • Order - Short Form (Miami)
  • Order - Short Form (Montgomery)
  • Report Form Release from Administration (Montgomery)
  • Report of Distribution - Release from Administration (5.9)
  • Waiver of Notice of Application to Relieve Estate (5.2)

Report

  • Annual Report for Closely Held Business Interests (ET 40-A)
  • Distribution of Wrongful Death and Survival Claims (14.3)
  • Distribution - Release from Administration (5.9)
  • Distribution - Reopened Estate (Hamilton 104.52)
  • Newly Discovered Assets
  • Form 36 - Qualified Farm Property Annual Report Tax-2
  • Release from Administration (Montgomery)
  • Status Report (Hamilton 113.46)

Schedule

  • Assets (6.1)
  • Claims (Greene 7.0)
  • Entry Scheduling Inventory/Account for Hearing

Sheriff

  • Directions for Sheriff (Hamilton)

Statement

  • Intent (Darke)
  • Intent (Miami)
  • Lieu of an Account (Montgomery)
  • Lieu of and for an Account (Butler)

Stock

  • Irrevocable Stock or Bond Power ST-M
  • Schedule B - Stocks and Bonds (ET 2)Tax1

Subpoena

  • Duces Tecum (Hamilton 200.13)
  • Federal Subpoena in a Civil Case (AO 88)
  • Praecipe for Subpoena (Hamilton 200.11)
  • Praecipe for Subpoena (Hamilton 200.11)
  • Praecipe for Subpoena (Montgomery)

Surviving Spouse

  • Disclaimer of Testamentary Succession
  • Election of Surviving Spouse to Take Against Will (8.2)
  • Elec. of Surv. Sps. to take Dcdnt's Entire Int. in House (Hamilton 108.40)
  • Elec. of Surv. Sps. to Take Dcdnt's Entire Int. in House (Hamilton 108.40)
  • Election of Surviving Spouse to Take Under Will (8.1)
  • Surviving Spouse Affidavit - Automobile (Butler)
  • Surviving Spouse Affidavit - Watercraft (Butler)
  • Surviving Spouse Affidavit - Watercraft (Montgomery)
  • Surviving Spouse, Next of Kin, Legatees (1.0)
  • Surviving Spouse, Next of Kin, Legatees - Continuation (1.0)
  • Surviving Spouse, Next of Kin, Legatees (1.0)

Tax

  • Estate Tax Bulletin 1
  • Estate Tax Bulletin 3A
  • Estate Tax Bulletin 5
  • Form W-7 - Application for IRS Individual Taxpayer Identification Number
  • Form W-9 - Request for Taxpayer Identification Number and Certification
  • Form 1-B - Ohio E.T. Res. Decedent's Nontaxable Return
  • Form 2 - Ohio Estate Tax Return Instructions (No Entry Req.)
  • Form 2 - (Page 1) Ohio Estate Tax Return for All Res. 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 - Continuation Schedule
  • Form 2-X(i) - Amended - Ohio Estate Tax Resident Return
  • Form 3 - Ohio Resident Additional Tax Return
  • Form 3-G - Ohio Resident Generation-Skipping Transfer Tax
  • Form 3-N - Ohio Non-Resident Additional Tax Return
  • Form 4 - Ohio Non-Resident Estate Tax Return
  • Form 5 - Ohio Estate/Additional Tax Return Filing Notice
  • Form 12 - Appl. for Consent to transfer Property
  • Form 12A - Appl. for Consent to Tran. Prop. - Non-Res.
  • Form 12-14 - Appl. For Consent to Transfer Property
  • Form 13 - Appl. for Consent to Trans. Insurance Proc.
  • Form 14 - Ohio Estate Tax - Consent to Transfer Property
  • Form 14-A - Ohio Estate Tax - Non-Resident Tax Release
  • Form 17 - Ohio Estate Tax - Tax Estimated Payment Notice
  • Form 17-A - Tax Estimated Payment Notice - Payment Under Protest
  • Form 18 - Close Corporation Form
  • Form 20 - Affidavit Substantiating Decedent's Domicile
  • Form 21 - App. for Cert. of Rel. of Ohio Est. Tax Lien
  • Form 22 - Certificate of Estate Tax Payment
  • Form 24 - Ext. of Time to File Estate Tax Return
  • Form 34 - Qualified Farm Prop. Valuation Election Application
  • Form 34(A) - Instructions for Compl. Qualified Farm Property Val.
  • Form 36-A - Cert. of Subordination of Ohio Estate Tax Lien
  • Form 36 - Qualified Farm Property Annual Report Tax-2
  • Form 40-A - Annual Report for Closely Held Business Interests
  • Form 709-A - United States Short Form Gift Tax Return
  • Form 2350 - Application for Extension of Time to File
  • Form 2688 - Application for Additional Extension of Time to File Return
  • Form 2848 - Power of Attorney and Declaration of Representative
  • Form 4868 - Application for Automatic Extension of Time to File Tax Return
  • Form 41 - Appl. for Ext. of Time to Pay Oh. Est. Tax
  • SS-4 - Application for Employer Identification Number

Transfer

  • Application for Authority to Transfer (Montgomery)
  • Application and Entry Sale/Transfer of Motor Vehicle (Hamilton 9.4)
  • Application and Entry Sale/Transfer of Motor Vehicle (Clermont 9.C)
  • Application and Entry Sale/Transfer of Motor Vehicle (9.C)
  • Application for Certificate of Transfer (12.0)
  • Application for Certificate of Transfer (Montgomery 12.0)
  • Application for Consent to Transfer Proceeds (ET 13)
  • Application for Consent to Transfer Property (ET 12)
  • Application for Consent to Transfer Property (ET 12-14)
  • Appl. for Con. to Trans. Property of Non-Resident Decedent (ET 12-A)
  • Automobile Transfer Affidavit
  • Automobile Transfer Affidavit (2 Autos)
  • Certificate of Transfer (12.1)
  • Consent to Transfer Property (ET 14)
  • Entry Issuing Certificate of Transfer (12.2)
  • Entry Issuing Certificate of Transfer (Montgomery)
  • Judgment Entry for Automobile Transfer (Montgomery)
  • Watercraft Transfer Affidavit (Montgomery)

Trust

  • Acceptance of Duties of Trustee (Montgomery)
  • Account (Hamilton 24.8)
  • Account
  • Application for Appointment of Testamentary Trustee (143)
  • Application for Appointment of Testamentary Trustee (Clermont 143)
  • Application for Appointment of Testamentary Trustee (Montgomery)
  • Application for Appointment of Trustee (Hamilton 24.1)
  • Assets Remaining in Trustee's Hands (24.82)
  • Beneficiaries (Hamilton 24.0)
  • Bond (Hamilton 24.3)
  • Consent to Appointment of Trustee (Hamilton 24.2)
  • Entry Appointing Testamentary Trustee (Clermont 143G)
  • Entry Appointing Trustee (Clermont 24.7)
  • Entry Appointing Trustee; Letters of Authority (Hamilton 24.4)
  • Entry Creating Trust and Approving Trust Form - Wrongful Death (Hamilton)
  • Fiduciary's Acceptance - Trustee (143-DF)
  • Journal Entries - Appointment of Testamentary Trustee (143-G)
  • Inventory (137-2)
  • Inventory (Clermont 137-2)
  • Inventory (Hamilton 24.5)
  • Irrevocable Trust Agreement (Hamilton 124.50)
  • Letters of Authority to Trustee- Testamentary (143-E)
  • Receipts and Disbursements Trust (Hamilton 24.81)
  • Wrongful Death - Trust Procedural Outline (Hamilton)

Voucher

  • Voucher
  • Voucher (Montgomery)

Waiver

  • and Consent Wrongful Death and Survival Claims (14.1)
  • Notice/Entry Setting Hearing (6.0)
  • Notice of Application to Disinter Remains (Hamilton)
  • Notice of Application to Relieve Estate (5.2)
  • Notice of Hearing on Account (13.7)
  • Notice of Hearing on Application for Attorney Fees/Consent
  • Notice of Hearing on Appointment of Administrator
  • Notice of Hearing on Inventory (6.2)
  • Notice of Probate of Will (2.1)
  • Partial Account (13.4)
  • Right to Administer (4.3)

Will

  • Application to Probate Will (2.0)
  • Certification of Wills on Deposit (Hamilton 1.02)
  • Declination by Executor Named in Will (Butler)
  • Election of Surviving Spouse to Take Against Will (8.2)
  • Election of Surviving Spouse to Take Under Will (8.1)
  • Entry Admitting Will to Probate (2.3)
  • Notice by Pub. of Admission of Will to Probate
  • Notice of Probate of Will (2.2)
  • Waiver of Notice of Probate of Will (2.1)
  • Certificate of Service of Notice of Probate of Will (2.4)

Wrongful Death

  • Application to Approve Settlement and Wrongful Death Proceeds (14.0)
  • Entry Approving Settl. and Dist. of Wrongful Death Proceeds (14.2)
  • Entry Creating Trust/Approving Form - Wrongful Death (Hamilton)
  • Entry Setting Hearing and Ordering Notice (Hamilton 14.01)
  • Report of distribution of Wrongful Death and Survival Claims (14.3)
  • Trust Procedural Outline - Wrongful Death (Hamilton)
  • Waiver and Consent - Wrongful Death and Survival Claims (14.1)



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