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
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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