Jefferson County probate forms

Application of Guardian to Provide Direct Services to Ward

14.0 — Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims

FORM-29 — Application to Release Medical Records and Medical Billing Records

27.9 — Application to Terminate Guardianship

Certificate of Estate Tax Payment

Certifies that all required estate taxes have been paid, often necessary for closing an estate.

14.2 — Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims

FORM – Application for Appointment of a Commissioner to Report on the contents of a Safe Deposit Box

Requests the court to appoint a commissioner to inventory the contents of a decedent's safe deposit box.

FORM – Guardian Applicant Information

Provides personal and background information required from an individual applying to be appointed as a guardian.

10.0 — FORM 10.0 – Application to Distribute in Kind

Applies to the court for permission to distribute specific estate assets as physical items rather than converting them to cash.

1.0 — Form 100.3-A – Application to Probate Lost, Spoilated, or Destroyed Will

Applies to initiate the probate process for a will that is lost, spoiled, or destroyed.

FORM-11 — FORM 11.0 – Consent to Power to Sell Real Estate

Grants consent to the fiduciary to sell real estate belonging to the estate without further court order.

FORM-12 — FORM 12.0 – Application for Certificate of Transfer

Applies for a certificate to legally transfer ownership of real estate from the decedent's estate to the designated heirs or beneficiaries.

FORM-13 — FORM 13.0 – Fiduciary’s Account

Provides a detailed financial accounting of all income, expenses, and distributions made by the estate's fiduciary.

FORM-13 — FORM 13.0F – Statement in Lieu of and for a Final Account

Submits a statement in place of a full final account, often used when all estate assets have been distributed.

FORM-13 — FORM 13.0SP – Statement in Lieu of and for a Partial Account

Submits a statement in place of a full partial account, detailing interim financial activities of the estate.

FORM-13 — FORM 13.10 – Notice to Extend Administration

Notifies interested parties that an application has been filed to extend the period of estate administration.

FORM-13 — FORM 13.2 – Assets Remaining in Fiduciary’s Hands

Reports the specific assets that remain under the fiduciary's control at the time of filing.

FORM-13 — FORM 13.4 – Waiver of Partial Account

Allows interested parties to waive the requirement for the fiduciary to file a partial account of the estate.

FORM-13 — FORM 13.8 – Application to Extend Administration

Applies to the court for permission to extend the statutory period for administering the estate.

FORM-13 — FORM 13.9 – Certificate of Service of Account to Heirs or Beneficiaries

Certifies that a copy of the estate account has been properly served to all legal heirs or beneficiaries.

FORM-15 — FORM 15.01 – Judgement Entry Setting Hearing on Application for Appointment of Guardian

FORM-15 — FORM 15.1 – Waiver of Notice and Consent

Allows an interested party to waive formal notice and consent to a proposed action in a guardianship case.

FORM-15 — FORM 15.2 – Fiduciary’s Acceptance – Guardian

Confirms the appointed guardian's acceptance of their fiduciary duties and responsibilities to the ward.

FORM-15 — FORM 15.3 – Guardian’s Bond

Establishes a financial guarantee to ensure the guardian faithfully performs their duties and protects the ward's assets.

FORM-15 — FORM 15.3A – Application for Deposit in Lieu of Bond

Requests court permission to deposit funds or securities instead of obtaining a traditional guardian's bond.

FORM-15 — FORM 15.5 – Guardian’s Inventory

Lists and values all assets belonging to the ward under the guardian's care at the time of appointment.

FORM-15 — FORM 15.6 – Application to Release Funds to Guardian

Requests court authorization to release specific funds to the guardian for the ward's benefit or expenses.

FORM-15 — FORM 15.7 – Application for Authority to Expend Funds

Seeks court approval for the guardian to spend the ward's funds for specific purposes or needs.

FORM-15 — FORM 15.8 – Guardian’s Account

Provides a detailed financial report of all income, expenses, and remaining assets managed by the guardian for the ward.

FORM-15 — FORM 15.9 – Oath of Guardian

Swears that the appointed guardian will faithfully and impartially perform their duties according to law.

FORM-16 — FORM 16.0 – Application for Appointment of Guardian of Minor

Applies to the court for the legal appointment of a guardian to care for a minor child.

FORM-16 — FORM 16.1 – Affidavit

Provides a sworn statement of facts supporting the application for the appointment of a guardian for a minor.

FORM-17 — FORM 17.0 – Application for Appointment of Guardian

Used to formally request the court to appoint a guardian for an individual.

FORM-17 — FORM 17.7 – Guardians Report

Filed by a guardian to report on the status and well-being of their ward to the court.

2.0 — FORM 2.0 – Application to Probate Will

2.1 — FORM 2.1 – Waiver of Notice of Probate of Will

Allows an interested party to forgo receiving formal notification of the will's probate proceedings.

2.2 — FORM 2.2 – Notice of Probate of Will

2.4 — FORM 2.4 – Certificate of Service of Notice of Probate of Will

Confirms that all required parties have received proper notice of the will's probate proceedings.

MS-22 — FORM 22.0 – Application to Settle a Minor’s Claim

Used to formally request court approval to settle a legal claim involving a minor.

FORM-22 — FORM 22.1 – Waiver and Consent to Settle Minor’s Claim

Documents a party's waiver of rights and consent to the settlement of a minor's claim.

4.0 — FORM 4.0 – Application for Authority to Administer Estate

Requests the court to grant an individual the legal authority to manage and settle a decedent's estate.

4.3 — FORM 4.3 – Waiver of Right to Administer

Allows an individual with priority to administer an estate to voluntarily relinquish that right.

4.8 — FORM 4.8 – Fiduciary’s Acceptance

Confirms that a designated fiduciary accepts their appointment and responsibilities in an estate or guardianship.

5.0 — FORM 5.0 – Application to Relieve Estate from Administration

Applies to the court to relieve an estate from formal administration due to its small size or other qualifying factors.

5.1 — FORM 5.1 – Assets and Liabilities of Estate to Be Relieved from Administration

Provides a detailed list of all assets and liabilities for an estate seeking to be relieved from formal administration.

5.10 — FORM 5.10 – Application for Summary Release from Administration

Applies for a summary release from administration, typically for very small estates that meet specific statutory requirements.

5.11 — FORM 5.11 – Entry Granting Summary Release from Administration

Serves as the court order officially granting a summary release from formal estate administration.

5.2 — FORM 5.2 – Waiver of Notice of Application to Relieve Estate From Administration

Allows interested parties to waive their right to receive formal notice regarding an application to relieve an estate from administration.

5.6 — FORM 5.6 – Entry Relieving Estate From Administration

Serves as the court order officially granting the request to relieve an estate from formal administration.

5.9 — FORM 5.9 – Report of Distribution – Release from Administration

Reports how the assets of an estate were distributed after the estate was released from formal administration.

6.0 — FORM 6.0 – Inventory and Appraisal

Lists and appraises all assets belonging to the decedent's estate at the time of death.

FORM-66 — FORM 66.05 – Affidavit of Guardian Applicant

7.0 — FORM 7.0 – Certification of Notice to Administrator of Medicaid Estate Recovery Program

Certifies that proper notice has been provided to the Administrator of the Medicaid Estate Recovery Program.

9.0 — FORM 9.0 – Application to Sell Personal Property

Applies to the court for permission to sell specific personal property belonging to the estate.

9.0 — FORM 9.0 – Consent to Sell Personal Property and Waiver of Notice

Provides consent from interested parties to sell personal property and waives their right to receive formal notice of the sale.

FORM 9.C – Application for Transfer of Motor Vehicle, Watercraft, Motor, Trailer, Mobile Home, Recreational Vehicle

Applies to transfer ownership of a motor vehicle, watercraft, trailer, mobile home, or recreational vehicle from the estate.

FORM BCPC 447 – Application to Admit Authenticated Record of Extracounty Administration

Applies to admit an authenticated record of estate administration from another county.

FORM EXTAC – Application to Extend Time

Used to formally request the court for an extension of a deadline.

FORM EXTINV – Application to Extend Time to File Inventory

Applies to extend the deadline for filing the inventory of an estate's assets.

Form MIBPP – Verification of Bond Premium Paid

Verifies that the premium for a required probate bond has been paid.

FORM MIESWOGDJE – Order Dispensing with Guardianship and Distribution of Property

Orders the dispensing of guardianship and permits the distribution of property without a formal guardian.

FORM MIESWOGDN – Disposal of Minor’s Estate without appointment of Guardian

Facilitates the disposal of a minor's estate without requiring the appointment of a guardian.

General Affidavit 1

Used to make a sworn statement of facts for various purposes within the probate court.

General Affidavit for Publication

Provides a general affidavit used for publishing legal notices in probate proceedings.

Information Concerning the Prospective Guardian/Applicant

14.3 — Report of Distribution of Wrongful Death and Survival Claims

Statement in Lieu for a Partial Account

4.1 — Supplemental Application for Ancillary Administration

14.1 — Waiver and Consent Wrongful Death and Survival Claims

Ohio Estate and Additional Tax Return Filing Notice

Provides notice of filing requirements for Ohio estate and additional tax returns.

FORM-15 — FORM 15.3B – Order for Deposit in Lieu of Bond

Orders the deposit of funds or securities with the court as an alternative to a guardian's bond.

FORM-16 — FORM 16.1 – Judgement Entry – Appointment of Guardian of Minor

Records the court's official decision to appoint a guardian for a minor.

FORM-17 — FORM 17.5 – Judgment Entry – Appointment of Guardian for Incompetent Person

Records the court's official decision to appoint a guardian for an incompetent person.

MS-22 — FORM 22.2 – Entry Approving Settlement of a Minor’s Claim

Records the court's official approval of the settlement for a minor's legal claim.

MS-22 — FORM 22.4 – Report of Distribution and Entry Minor’s Claim

Reports how funds from a minor's claim settlement were distributed and records the court entry.

FORM BCPC 448 – Entry Admitting Authenticated Record of Extracounty Administration

Enters an order admitting an authenticated record of estate administration from another county.

Probate Court Local Rules 2026

Provides the specific rules and procedures governing cases and administration within the Jefferson County Probate Court.