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 5.10 Application for Summary Release 
    PDF Document Icon 5.11 Entry for Summary Release
      
     

    Summary Release From Administration - Additional Forms
    PDF Document Icon MC 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

    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 4.2 Fiduciary Bond
    PDF Document Icon MC 4.2A Waiver of Fiduciary Bond
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     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 of Application to Relieve Estate from Administration
    PDF Document Icon 5.4 Publication of Notice (Proof of Publication)
    PDF Document Icon 5.6 Entry Relieving Estate from Administration

    Release of Estate From Administration - Additional Forms
    PDF Document Icon 2.4 Certificate of Service of Notice of Probate of Will
    PDF Document Icon MC 3.1 Judgment Entry Appointing Additional Appraisers
    PDF Document Icon MC Form 3D - Application and Entry for Extension of Time
    PDF Document Icon MC 5.7A Report of Distribution - Estate Relieved from Administration
    PDF Document Icon MC 5.7 Report Form (Release of Administration)
    PDF Document Icon 7.0 Certification of Notice to Administrator of Medicaid Estate Recovery Program 
    PDF Document Icon 7.0(A) Notice to Administrator of Medicaid Estate Recovery Program
    PDF Document Icon 12.0 Application for Certificate of Transfer (and Entry)
    PDF Document Icon 12.1 Certficate of Transfer


    Full Administration
    PDF Document Icon1.0 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
    PDF Document Icon 4.0 Application for Authority to Administer Estate
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    4.1 Suppl. Application for Ancillary Administration
    PDF Document Icon 4.2 Fiduciary Bond
    PDF Document Icon 
    4.3 Waiver of Right to Administer
    PDF Document Icon MC 4.3A Waiver of Notice of Application for Authority dtd 06-25-12
    PDF Document Icon 4.4 Notice of Hearing on Appointment of Fiduciary
    PDF Document Icon 
    4.5 Entry Appointing Fiduciary; Letters of Authority
    PDF Document Icon MC 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
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    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 IconMC 3.1 Judgment Entry Appointing Additional Appraisers
    PDF Document IconMC 
    Form 3D - Application and Entry for Extension of Time
    PDF Document IconMC 
    5B Entry Setting Hearing
    PDF Document IconMC 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
    PDF Document IconMC 
    6.4 Entry Approving Inventory and Appraisal  
    PDF Document IconMC 6.6 Report of Newly Discovered Assets and Judgment Entry
    PDF Document IconMC 6.7 Entry Setting Inventory for Hearing
    PDF Document Icon 7.0 Certification of Notice to Administrator of Medicaid Estate Recovery Program
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     7.0(A) Notice to Administrator of Medicaid Estate Recovery Program
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    7.1 Application for Family Allowance
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    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 MC 9.0A  Application and Entry for Sale/Transfer 
    PDF Document Icon 9.1 Entry Authorizing Sale of Personal Property
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    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 Icon10.2 Notice-Hearing on Application to Distribute in Kind
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    11.0 Consent to Power to Sell Real Estate
    PDF Document Icon12.0 Application for Certificate of Transfer (and Entry)
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    12.1 Certficate of Transfer
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    13.0 Fiduciary Account
    PDF Document Icon13.10 Notice to Extend Administration
    PDF Document Icon13.1 Receipts and Disbursements
    PDF Document IconMC 
    13.11 Statement in Lieu of Account
    PDF Document IconMC 13.12 Entry Setting Account for Hearing
    PDF Document Icon13.2 Assets Remaining in Fiduciary Hands
    PDF Document Icon13.3 Entry Settling Account and Discharging Fiduciary
    PDF Document Icon13.4 Waiver of Partial Account
    PDF Document Icon13.5 Notice of Hearing on Account
    PDF Document Icon13.6 Certificate of Termination
    PDF Document Icon13.7 Waiver of Notice of Hearing on Account
    PDF Document Icon13.8 Application and Entry to Extend Administration
    PDF Document IconMC 
    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
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    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 24.0  Representation of Insolvency
    PDF Document Icon 24.1  Judgment Entry Setting Hearing and Ordering Notice
    PDF Document Icon 24.2  Notice of Hearing on Representation of Insolvency and Schedule of Claims
    PDF Document Icon 24.3  Verification of Service Notice of Hearing on Representation of Insolvency Sch Claims
    PDF Document Icon 24.4  Insolvency Schedule of Claims
    PDF Document Icon 24.5  Continuation Insolvency Schedule of Claims
    PDF Document Icon 24.6  Judgment Entry of Insolvency
    PDF Document IconMC 
    100 Application to Reopen Estate and Qualify Fiduciary
    PDF Document IconMC 101 Report of Distribution - Reopen Estate
    PDF Document IconMC 102 Entry Granting Application to Reopen Estate and Qualify Fiduciary
    PDF Document Icon Appendix B - Computation of Attorney Fees 
    PDF Document Icon Appendix C - Consent to Payment of Attorney Fees on Partial
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     Appendix D -  Computation of Executor and Administrator 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 IconMC SR 1 Status Report

    Safe Deposit Box - Form
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     1.0 Surviving Spouse, Next of Kin, Legatees and Devisees
    PDF Document Icon MC 
    6.5 Application for Appointment of a Commissioner to Report on the Contents of a Safe Deposit Box
    PDF Document Icon MC 6.5A Report on Contents of Safe Deposit Box

     

    News
    EFFECTIVE IMMEDIATELY NAME CHANGES
    NAME CHANGE FORMS MUST BE TYPE WRITTEN  Read More...
    More News...
    Highlights
    Attention: New Probate Forms and Revised Probate Forms have been posted on the Probate Webpage.

    FUTURE COURT CLOSINGS IN 2014:

    November 27, Thanksgiving Day

    November 28, Day after Thanksgiving Day

    December 10, Court closes at 11:15 a.m. for Staff Development

    December 19, Court closed from 11:30 a.m. until 1:30 p.m. for a Staff Meeting

    December 25, Christmas Day

    December 26, Day After Christmas 

     

     


    Montgomery County Probate Court is proud to announce that Judge Alice O. McCollum is participating in the National Adoption Day on Thursday, November 20, 2014.
    This local celebration is part of the nationwide effort to call attention to the thousands of foster children waiting for adoption and to celebrate all the families that do adopt.