You must contact the clerk prior to filing.

• An Application to administer the Estate must also be filed (see below).

• A hearing is required.

• Bond may be required. 

• Notice to any potential heir is required

• The applicant must be a resident of the State of Ohio.

• If the decedent created a will, the original will. Check with the Probate Clerk to see if there is a will on file.

• Certified copy of death certificate. 

• Receipt of paid funeral bill or, if not available, the funeral bill. The receipt or funeral bill should indicate who paid the bill and the amount paid or who is the person responsible for payment. 

• Title(s) of automobile(s), bank account numbers, and stock certificate numbers in the estate. 

• You must contact the Ohio Department of Medicaid 

• Creditor's Claims MUST be filed no later than six months from the date of death of the decedent pursuant to ORC 2117.06. 

MEDICAID REIMBURSEMENT must be verified in writing from Medicaid

• • Standard Probate Form 7.0 - Certification of Notice to Administrator of Medicaid Estate Recovery Program

  • Standard Probate Form 7.0(A) - Notice to Administrator of Medicaid Estate Recovery

Forms Required

• Form AC-440 Motion to Appoint Special Administrator (Word | PDF )

• Form AC-001 - Notice of Appearance (Word | PDF) Required for Attorneys and any party not represented by an attorney

• Form AC-002 - Waiver of Counsel (Word | PDF) Required for any party not  represented by an attorney

• Standard Probate Form 1.0: Surviving Spouse, Children, Next of Kin, Legatees, and Devisees - List of Surviving Spouse, Next of Kin, Legatees & Devisees (1.0) - On Form 1.0, list all next of kin (those people who are or would be entitled to inherit if there were no will) on the front. List those people named in the will, if there is one, on Page 2 of Form 1.0. - Be sure to specify complete addresses of all listed. - List all children of the decedent on the front of the form even if the entire estate will go to the surviving spouse.  If an heir is deceased and had children, be sure to list the relationship of the child to the sppecific deceased heir. 

• Form AC-400  Affidavit of One and the Same (Word | PDF). Required if any person designated in the will or the Form 1.0 has any variance in their current name. 

If there is a will

1. Standard Probate Form 2.0 Application to Probate Will  - Application to Probate Will 

2. Standard Probate Form 2.1 Waiver of Notice of Probate of Will  - Waiver of Notice of Probate of Will. All parties who are listed on the front and back of Form 1.0 are entitled to be notified of the probate of the will. You must either obtain a waiver from each individual (Form 2.1) or perfect certified mail notice (2.2) on each individual. If certified mail notice is used, present certified mail return (green card) and a copy of the notice that was sent to each individual to the court.

3. Standard Probate Form 2.3 Entry Admitting Will to Probate

   • Fill in the name of the decedent only

4. Standard Probate Form 2.4 Certificate of Service of Notice of Probate of Will  - Certification of Service of Notice of Probate of Will. Filed after all waivers and/or certified mail notices of probate of will have been obtained - within 2 months of admitting will to probate or applicant and attorney will be cited to appear. NOTE: Any will contest must be filed within 3 months pursuant to R.C. 2107.71, 2107.76. There is no form.  

All cases

1. Standard Probate Form 4.0 - Application for Authority to Administer Estate. Applicant must estimate the value of the estate. If applicant owes the estate or is owed by the estate, the applicant must report this. Any claim that the applicant has against the estate must be filed within three months of appointment.

2. Standard Probate Form 4.1- Supplemental Application for Ancillary Administration (if applicable)

3. Standard Probate Form 4.2- Fiduciary's Bond. Required in Estates with property in excess of $5,000.00 unless waived by the Will. 

4. Standard Probate Form 4.3 -Waiver of Right to Administer Estate. All next of kin and the surviving spouse - everyone on the front of form 1.0 - must waive their right to administer estate if the person applying is not the person nominated in the will.

5. Standard Probate Form 4.4 - Notice and Citation of Hearing on Appointment of Fiduciary - If the applicant was not appointed by the will to be executor, those next of kin and surviving spouse who have not waived their right to administer must be sent certified mail notice. The Court will obtain a date but the fiduciary is responsible for sending the notice. 

   • Form AC-416 - Required Attachment to Hearing Notice for Estate Administration Hearings ( Word | PDF ) must be sent to heirs with any hearing notice. Proof must be provided that this form was sent. 

6. Standard Probate Form 4.5 - Entry Appointing Fiduciary; Letters of Authority 

7. Form AC-422 - Fiduciary's Acceptance - Estate (Word | PDF) Note: The Court will hold applicant responsible for the duties described on the form.