Montgomery County, Ohio
 
Judge Alice O. McCollum
 
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Estate Form

The following forms are provided as a service to the public. These forms have either been adopted by the Ohio Supreme Court as Standard Probate Forms and/or by this Court as Local Probate Forms. These forms are believed to be correct but may need to be modified to meet the circumstances of a particular case. In addition, the following forms may not address all matters that may come before this Court, and the applicant and/or counsel may need to draft their own form where the Supreme Court has not adopted Standard Probate Forms and/or this Court has not adopted Local Probate Forms for a particular matter.

 The Montgomery County Probate Court does not require Social Security number and Driver's License number information on
Estate, Trusts, Guardianship, Name Change, Civil and Miscellaneous Forms.

Summary Release From Administration
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1.0 Surviving Spouse, Next of Kin, Legatees and Devisees
PDF Document Icon Form 3E - Application to Waive Court Costs in Combat Related Deaths
PDF Document Icon 5.10 Application for Summary Release
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5.11 Entry for Summary Release 
 

Summary Release From Administration - Additional Forms
PDF Document Icon 6.5 Appl for Appoint of Commr to Rpt Cont of Safe Dep Box
PDF Document Icon 6.5A Report on Contents of Safe Deposit Box
PDF Document Icon 9.0A - Application and Entry for Sale/Transfer
PDF Document Icon 12.0 Application for Certificate of Transfer (and Entry)
PDF Document Icon 12.1 Certficate of Transfer
PDF Document Icon M2 Personal Identifiers Omission Form


Release of Estate From Administration
PDF Document Icon 1.0 Surviving Spouse, Next of Kin, Legatees and Devisees
PDF Document Icon 2.0 Application To Probate Will (DOD 01-01-2003)
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2.1 Waiver of Notice of Probate Of Will
PDF Document Icon 2.2 Notice of Probate of Will
PDF Document Icon 2.3 Entry Admitting Will to Probate
PDF Document Icon Form 3E - Application to Waive Court Costs in Combat Related Deaths
PDF Document Icon 4.2 Fiduciary Bond
PDF Document Icon 5.0 Application to Relieve Estate From Administration
PDF Document Icon 5.1 Assets & Liabilities-Estate-Relieved from Administration
PDF Document Icon 5.2 Waiver of Notice of Application to Relieve
PDF Document Icon 5.3 Notice-Application to Relieve Estate from Administration
PDF Document Icon 5.4 Publication of Notice (Proof of Publication)
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5.6 Entry Relieving Estate from Administration
PDF Document Icon 42.A Waiver of Fiduciary Bond

Release of Estate From Administration - Additional Forms
PDF Document Icon 2.4 Certificate of Service of Notice of Probate of Will
PDF Document Icon 3.1 Judgment Entry Appointing Additional Appraisers
PDF Document Icon Form 3D - Application and Entry for Extension of Time
PDF Document Icon 5.7A Report of Distribution - Estate Relieved from Administration
PDF Document Icon 5.7 Report Form (Release of Administration)
PDF Document Icon 6.5 Appl for Appoint of Commr to Rpt Cont of Safe Dep Box
PDF Document Icon 6.5A Report on Contents of Safe Deposit Box
PDF Document Icon 7.0 Notice to Administrator of Estate Recovery Program
PDF Document Icon 12.0 Application for Certificate of Transfer (and Entry)
PDF Document Icon 12.1 Certficate of Transfer
PDF Document Icon M2 Personal Identifiers Omission Form

Full Administration
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1.0 Surviving Spouse, Next of Kin, Legatees and Devisees
PDF Document Icon 2.0 Application To Probate Will (DOD 01-01-2003)
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2.1 Waiver of Notice of Probate Of Will
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2.2 Notice of Probate of Will
PDF Document Icon 2.3 Entry Admitting Will to Probate
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Form 3E - Application to Waive Court Costs in Combat Related Deaths
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4.0 Application for Authority to Administer Estate
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4.1 Suppl. Application for Ancilliary Administration
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4.2 Fiduciary Bond
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4.3 Waiver of Right to Administer
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4.4 Notice of Hearing on Appointment of Fiduciary
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4.5 Entry Appointing Fiduciary; Letters of Authority
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4.8 Fiduciary Acceptance
PDF Document Icon 8.0 Citation to Surviving Spouse to Excercise Elective
PDF Document Icon 8.3 Summary of General Rights of Surviving Spouse
PDF Document Icon 8.4 Certificate of Service and Notice of Citation to Surviving Spouse Excercise Elective Rights
PDF Document Icon 8.5 Return Certificate of Service and Notice of Citation to Surviving Spouse to Excercise Elective Rights
PDF Document Icon 8.6 Waiver of Sevice to Surviving Spouse of the Citation to Elect

Full Administration - Additional Forms
PDF Document Icon 2.4 Certificate of Service of Notice of Probate of Will
PDF Document Icon 3.0 Appointment of Appraiser
PDF Document Icon 3.1 Judgment Entry Appointing Additional Appraisers
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Form 3D - Application and Entry for Extension of Time
PDF Document Icon 5B Entry Setting Hearing
PDF Document Icon 5.B.1 Entry Setting Hearing
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6.0 Inventory and Appraisal
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6.1 Schedule of Assets
PDF Document Icon 6.2 Waiver of Notice of Hearing on Inventory
PDF Document Icon 6.3 Notice of Hearing on Inventory
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6.4 Entry Approving Inventory and Appraisal
PDF Document Icon 6.5 Appl for Appoint of Commr to Rpt Cont of Safe Dep Box
PDF Document Icon 6.5A Report on Contents of Safe Deposit Box
PDF Document Icon 6.6 Report of Newly Discovered Assets and Judgment Entry
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7.0 Notice to Administrator of Estate Recovery Program
PDF Document Icon 7.1 Application for Family Allowance
PDF Document Icon 7.2 Application for Apportionment of Family Allowance 
PDF Document Icon 8.1 Election of Surviving Spouse to Take Under Will
PDF Document Icon 8.2 Election of Surviving Spouse to Take Against Will
PDF Document Icon 9.0 Application to Sell Personal Property
PDF Document Icon 9.0A - Application and Entry for Sale/Transfer
PDF Document Icon 9.1 Entry Authorizing Sale of Personal Property
PDF Document Icon 9.2 Notice of Sale of Personal Property
PDF Document Icon 10.0 Application to Distribute in Kind
PDF Document Icon 10.1 Entry Approving Distribution in Kind
PDF Document Icon 10.2 Notice-Hearing on Application to Distribute in Kind 
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11.0 Consent to Power to Sell Real Estate
PDF Document Icon 12.0 Application for Certificate of Transfer (and Entry)
PDF Document Icon 12.1 Certficate of Transfer
PDF Document Icon 13.0 Fiduciary Account
PDF Document Icon 13.10 Notice to Extend Administration
PDF Document Icon 13.1 Receipts and Disbursements
PDF Document Icon 13.11 Statement in Lieu of Account
PDF Document Icon 13.12 Entry Setting Account for Hearing
PDF Document Icon 13.2 Assets Remaining in Fiduciary Hands
PDF Document Icon 13.3 Entry Settling Account and Discharging Fiduciary
PDF Document Icon 13.4 Waiver of Partial Account
PDF Document Icon 13.5 Notice of Hearing on Account
PDF Document Icon 13.6 Certificate of Termination
PDF Document Icon 13.7 Waiver of Notice of Hearing on Account
PDF Document Icon13.8 Application and Entry to Extend Administration
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13.81 Application and Entry for Additional Extension to Administer Estate
PDF Document Icon 13.9 Certficate of Service of Account to Heirs-Beneficiaries
PDF Document Icon 14.0 Appl-Approve Settlement-Distribution Wrongful Death Claims
PDF Document Icon 14.1 Waiver & Consent-Wrongful Death and Survival Claims
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14.2 Entry Appr Settlement & Distribution-Wrongful Death Claims     
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14.3 Report of Distribution of Wrongful Death & Survival Claims
PDF Document Icon 100 Application to Reopen Estate and Qualify Fiduciary
PDF Document Icon 101 Report of Distribution - Reopen Estate
PDF Document Icon 102 Entry Granting Application to Reopen Estate and Qualify Fiduciary
PDF Document Icon Appendix B - Computation of Attorney Fees 
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APPENDIX C Consent to Payment of Attorney Fees on Partial
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APPENDIX D Computation of Fiduciary Fees
PDF Document Icon Clerk of Courts Form: Affidavit of Surviving Spouse Transfer (Watercraft) Click Here
PDF Document Icon Clerk of Courts Form: Affidavit of Surviving Spouse Transfer (Auto) (Click Here)
PDF Document Icon M2 Personal Identifiers Omission Form
PDF Document Icon MSC 6 Request for Digital Audio Copy of Hearing on CD
PDF Document Icon SR 1 Status Report


Highlights
Thanksgiving Holiday
Montgomery County Probate Court will be closed November 26th and the 27th, for the Thanksgiving holiday.
Magistrates will be unavailable Friday.

On Friday, November 20th, 2009 the Probate Court Magistrate's will attend the Local Bench Bar Seminar.

 
Copyright © 2009, Montgomery County, Ohio
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