Lucas County Probate Court
Judge Jack R. Puffenberger



ESTATE FORMS

Standard Forms
This column represents forms that were adopted by the Ohio Supreme Court and or the Lucas County Probate Court for official use. These forms can be printed and used accordingly.

Web Interactive Forms
This column represents forms which were taken from the Standard Forms column, then modified to allow for web interaction. These forms can be completed on-line and then printed.

Please note that if there is not a link associated with a particular form or form packet, (form name or form packet description will be light blue and will be underlined), then the form  or the form packet is not currently available but is under development

Packets of forms are also available and are denoted by the shaded boxes below. Form packets include all of the required forms to file that particular packet. You may be required to file additional forms in conjunction with the forms within a given packet depending on the various circumstances which may be involved. 

Ohio Estate Tax Forms

STANDARD
Form 45(D)
Confidential Disclosure of Personal Identifiers - Effective September 1, 2011
WEB
Form 45(D)
Confidential Disclosure of Personal Identifiers - Effective September 1, 2011
STANDARD
Status Report
WEB
Status Report
STANDARD
Admit Will Only Packet (Forms 1-A, 2.0, 1.0, 2.3)
WEB
Admit Will Only Packet (Forms 1-A, 2.0, 1.0, 2.3)
STANDARD
Full Administration With Will Packet (Forms 1-A, 2.0, 1.0, 2.3, 4.0, RRCPF, 4.5)
WEB
Full Administration With Will Packet (Forms 1-A, 2.0, 1.0, 2.3, 4.0, RRCPF, 4.5)
STANDARD
Full Administration Without Will Packet (Forms 1-A, 4.0, RRCPF,1.0, 4.5)
WEB
Full Administration Without Will Packet (Forms 1-A, 4.0, RRCPF, 1.0, 4.5)
STANDARD
Form 1-A
New Case Information Statement
WEB
Form 1-A
New Case Information Statement
STANDARD
Form 1-B
Application to Extend Time
WEB
Form 1-B Application to Extend Time
STANDARD
Form 1.0
Surviving Spouse, Next of Kin, Legatees and Devisees
WEB
Form 1.0 Surviving Spouse, Next of Kin, Legatees and Devisees
STANDARD
Form 2-A  Application to Admit Foreign Record
WEB
Form 2-A  Application to Admit Foreign Record
STANDARD
Form 2-B
Entry to File Decedent's Will Without Probate
WEB
Form 2-B
Entry to File Decedent's Will Without Probate
STANDARD
Form 2.0
Application to Probate Will
WEB
Form 2.0 Application to Probate Will
STANDARD
Form 2.1
Waiver of Notice of Probate of Will
WEB
Form 2.1 Waiver of Notice of Probate of Will
STANDARD
Form 2.2
Notice of Probate of Will (New - Rev. 12/01/2002)
WEB
Form 2.2 Notice of Probate of Will (New - Rev. 12/01/2002)
STANDARD
Form 2.3
Entry Admitting Will to Probate
WEB
Form 2.3 Entry Admitting Will to Probate
STANDARD
Form 2.4
Certificate of Service of Notice of Probate of Will
WEB
Form 2.4 Certificate of Service of Notice of Probate of Will
STANDARD
Form 2.8 Application for Appointment of a Commissioner to Report on the Contents of a Safe Deposit Box
WEB
Form 2.8 Application for Appointment of a Commissioner to Report on the Contents of a Safe Deposit Box
STANDARD
Form 2.8RPT Report on Contents of Safe Deposit Box
WEB
Form 2.8RPT Report on Contents of Safe Deposit Box
STANDARD
Form 2.8JE ORDER - Report on Contents of Safe Deposit Box
WEB
Form 2.8JE ORDER - Report on Contents of Safe Deposit Box
STANDARD
Form 3.0
Appointment of Appraiser
WEB
Form 3.0 Appointment of Appraiser
STANDARD
Form 4.0
Application for Authority to Administer Estate
WEB
Form 4.0 Application for Authority to Administer Estate
STANDARD
Form RRCPF Release for Record Check on Proposed Fiduciary
WEB
Form RRCPF Release for Record Check on Proposed Fiduciary
STANDARD
Form 4.1
Supplemental Application for Ancillary Administration
WEB
Form 4.1 Supplemental Application for Ancillary Administration
STANDARD
Form 4.2
Fiduciary's Bond
WEB
Form 4.2 Fiduciary's Bond
STANDARD
Form 4.3
Waiver of Right to Administer
WEB
Form 4.3 Waiver of Right to Administer
STANDARD
Form 4.4
Notice of Hearing on Appointment of Fiduciary
WEB
Form 4.4
Notice of Hearing on Appointment of Fiduciary
STANDARD
Form 4.5
Entry Appointing Fiduciary; Letters of Authority
WEB
Form 4.5 Entry Appointing Fiduciary; Letters of Authority
STANDARD
Form 4.5SPA Entry Appointing Special Administrator; Letters of Authority
WEB
Form 4.5SPA Entry Appointing Special Administrator; Letters of Authority
STANDARD
Form 5.9
Report of Distribution
WEB
Form 5.9
Report of Distribution
STANDARD
Form 6.0
Inventory and Appraisal
WEB
Form 6.0 Inventory and Appraisal
STANDARD
Form 6.1
Schedule of Assets
WEB
Form 6.1
Schedule of Assets
STANDARD
Form 6.2
Waiver of Notice of Hearing on Inventory
WEB
Form 6.2 Waiver of Notice of Hearing on Inventory
STANDARD
Form 6.3
Notice of Hearing on Inventory
WEB
Form 6.3 Notice of Hearing on Inventory
STANDARD
Form JE-Inv
Judgment Entry - Inventory and Appraisal
WEB
Form JE-Inv
Judgment Entry - Inventory and Appraisal
STANDARD
Form 7.0 Notice to Administrator of Estate Recovery Program

Please mail form to: Medicaid Estate Recovery, ATTN: Robert Byrne, 150 E. Gay Street, 21st Floor, Columbus, Ohio 43215

WEB
Form 7.0 Notice to Administrator of Estate Recovery Program

Please mail form to: Medicaid Estate Recovery, ATTN: Robert Byrne, 150 E. Gay Street, 21st Floor, Columbus, Ohio 43215

STANDARD
Form 7.0A
Schedule of Claims
WEB
Form 7.0A Schedule of Claims
STANDARD
Form 7.RN Application to Reopen Estate to Report Newly Discovered Assets
WEB
Form 7.RN Application to Reopen Estate to Report Newly Discovered Assets
STANDARD
Form 7.1 Application for Family Allowance
WEB
Form 7.1 Application for Family Allowance
STANDARD
Form 7.2 Application for Apportionment of Family Allowance
WEB
Form 7.2 Application for Apportionment of Family Allowance
STANDARD
Form 8.0 Citation to Surviving Spouse to Exercise Elective Rights (for dates of death on or after 1/1/02)
WEB
Form 8.0 Citation to Surviving Spouse to Exercise Elective Rights (for dates of death on or after 1/1/02)
STANDARD
Form 8.0 Citation to Surviving Spouse to Elect to Take Under or Against Will (for dates of death prior to 1/1/02)
WEB
Form 8.0 Citation to Surviving Spouse to Elect to Take Under or Against Will (for dates of death prior to 1/1/02)
STANDARD
Form 8.1 Election of Surviving Spouse to Take Under Will
WEB
Form 8.1 Election of Surviving Spouse to Take Under Will
STANDARD
Form 8.2 Election of Surviving Spouse to Take Against Will
WEB
Form 8.2 Election of Surviving Spouse to Take Against Will
STANDARD
Form 8.3 Summary of General Rights of Surviving Spouse
WEB
Form 8.3Summary of General Rights of Surviving Spouse
STANDARD
Form 8.4 Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights
WEB
Form 8.4 Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights
STANDARD
Form 8.5 Return for Certificate of Service of Citation to Surviving Spouse to Exercise Elective Rights
WEB
Form 8.5 Return for Certificate of Service of Citation to Surviving Spouse to Exercise Elective Rights
STANDARD
Form 8.6 Waiver of Service to Surviving Spouse of the Citation to Elect
WEB
Form 8.6 Waiver of Service to Surviving Spouse of the Citation to Elect
STANDARD
Form 9-C Application for Transfer of Titled Vehicle
WEB
Form 9-C Application for Transfer of Titled Vehicle
STANDARD
Form 9.0 Application to Sell Personal Property
WEB
Form 9.0 Application to Sell Personal Property
STANDARD
Form 9.1 Entry Authorizing Sale of Personal Property
WEB
Form 9.1 Entry Authorizing Sale of Personal Property
STANDARD
Form 9.19 Journal Entry setting for Hearing and Ordering Notice of Application to Admit to Probate Spoliated or Lost Will
WEB
Form 9.19 Journal Entry setting for Hearing and Ordering Notice of Application to Admit to Probate Spoliated or Lost Will
STANDARD
Form 9.2 Notice of Sale of Personal Property
WEB
Form 9.2 Notice of Sale of Personal Property
STANDARD
Form 10.0 Application to Distribute in Kind
WEB
Form 10.0 Application to Distribute in Kind
STANDARD
Form 10.2 Notice of hearing on Application to Distribute in Kind
WEB
Form 10.2 Notice of hearing on Application to Distribute in Kind
STANDARD
Form 11.0 Consent to Power to Sell Real Estate
WEB
Form 11.0 Consent to Power to Sell Real Estate
STANDARD
Form 12.0 Application for Certificate of Transfer
WEB
Form 12.0 Application for Certificate of Transfer
STANDARD
Form 12.1 Certificate of Transfer
WEB
Form 12.1 Certificate of Transfer
STANDARD
Form 13.0 Fiduciary's Account
WEB
Form 13.0 Fiduciary's Account
STANDARD
Form 13.1 Receipts and Disbursements
WEB
Form 13.1 Receipts and Disbursements
STANDARD
Form 13.2 Assets Remaining in Fiduciary's Hands
WEB
Form 13.2 Assets Remaining in Fiduciary's Hands
STANDARD
Form 13.3 Entry Approving and Settling Account
WEB
Form 13.3 Entry Approving and Settling Account
STANDARD
Form 13.4 Waiver of Partial Account
WEB
Form 13.4 Waiver of Partial Account
STANDARD
Form 13.5 Notice of Hearing on Account
WEB
Form 13.5 Notice of Hearing on Account
STANDARD
Form 13.6 Certificate of Termination
WEB
Form 13.6 Certificate of Termination
STANDARD
Form 13.7 Waiver of Notice of Hearing on Account
WEB
Form 13.7 Waiver of Notice of Hearing on Account
STANDARD
Form 13.8 Application to Extend Administration
WEB
Form 13.8 Application to Extend Administration
STANDARD
Form 13.9 Certificate of Service of Account to Heirs or Beneficiaries
WEB
Form 13.9 Certificate of Service of Account to Heirs or Beneficiaries
STANDARD
Form 13.10 Notice to Extend Administration
WEB
Form 13.10 Notice to Extend Administration
STANDARD
Form 13-A Application and Entry Allowing Fees
WEB
Form 13-A Application and Entry Allowing Fees
STANDARD
Form 13-B Application to File Attorney Fee Contract
WEB
Form 13-B Application to File Attorney Fee Contract
STANDARD
Form 13-C Computation of Attorney Fees (Pursuant to Local Rule 71.1(A))
WEB
Form 13-C Computation of Attorney Fees (Pursuant to Local Rule 71.1(A))
STANDARD
Form 13-CF Computation of Executor/Administrator Commission
WEB
Form 13-CF Computation of Executor/Administrator Commission
STANDARD
Form 13-D Sworn Statement in Lieu of Account
WEB
Form 13-D Sworn Statement in Lieu of Account
STANDARD
Form 13-E Judgment Entry Approving Sworn Statement in Lieu of Account
WEB
Form 13-E Judgment Entry Approving Sworn Statement in Lieu of Account
STANDARD
Form 13-G Bond Release
WEB
Form 13-G Bond Release
STANDARD
Form EST 15.81 Bank Certification
WEB
Form EST 15.81 Bank Certification
STANDARD
Form 24.0 Representation of Insolvency
WEB
Form 24.0 Representation of Insolvency
STANDARD
Form 24.1 Judgment Entry Setting Hearing and Ordering Notice
WEB
Form 24.1 Judgment Entry Setting Hearing and Ordering Notice
STANDARD
Form 24.2 Notice of Hearing on Representation of Insolvency and Schedule of Claims
WEB
Form 24.2 Notice of Hearing on Representation of Insolvency and Schedule of Claims
STANDARD
Form 24.3 Verification of Service - Notice of Hearing on Representation of Insolvency and Schedule of Claims
WEB
Form 24.3 Verification of Service - Notice of Hearing on Representation of Insolvency and Schedule of Claims
STANDARD
Form 24.4 Insolvency Schedule of Claims
WEB
Form 24.4 Insolvency Schedule of Claims
STANDARD
Form 24.5 Continuation Page - Insolvency Schedule of Claims
WEB
Form 24.5 Continuation Page - Insolvency Schedule of Claims
STANDARD
Form 24.6 Judgment Entry of Insolvency
WEB
Form 24.6 Judgment Entry of Insolvency
STANDARD
Form LCPC-27.1 Application for Directions on Disposition of Unclaimed Funds
WEB
Form LCPC-27.1 Application for Directions on Disposition of Unclaimed Funds
STANDARD
Form LCPC-27.2 Judgment Entry Directing Payment of Unclaimed Funds Into County Treasury
WEB
Form LCPC-27.2 Judgment Entry Directing Payment of Unclaimed Funds Into County Treasury
STANDARD
Form LCPC-27.3 Judgment Entry Authorizing Investment of Unclaimed Funds
WEB
Form LCPC-27.3 Judgment Entry Authorizing Investment of Unclaimed Funds
STANDARD
Form LCPC-27.4 Memorandum of Investment
WEB
Form LCPC-27.4 Memorandum of Investment
Back to Top