Judge Alice O. McCollum
  • Alice O. McCollum
    Probate Judge
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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)
    PDF Document Icon 
    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 Icon5.4 Publication of Notice (Proof of Publication)
    PDF Document Icon 
    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)
    PDF Document Icon 
    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 
    4.0 Application for Authority to Administer Estate
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    4.1 Suppl. Application for Ancilliary Administration
    PDF Document Icon 
    4.2 Fiduciary Bond
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    4.3 Waiver of Right to Administer
    PDF Document Icon 4.4 Notice of Hearing on Appointment of Fiduciary
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    4.5 Entry Appointing Fiduciary; Letters of Authority
    PDF Document Icon 
    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 Icon6.3 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
    PDF Document Icon 
    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 
    PDF Document Icon 
    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
    PDF Document Icon 
    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     
    PDF Document Icon 
    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
    PDF Document Icon 
    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

    News
    Probate Court
    The Probate Court will be closed September 6, 2010  Read More...
    September 1, 2010 cost increase
    There will be a cost increase for name changes effective September 1, 2010.  Read More...
    More News...