Forms & Services


Administration of Estates

*NOTE* Pursuant to this Court’s Local Rule 75.1, which became effective August 12, 2021, any person wishing to represent themselves in any probate action in this court shall review, sign, and file the attached Self-Representation Acknowledgement when engaging in a probate proceeding without legal representation.

One of the largest responsibilities of the Probate Court would be the supervision of decedents’ estates.

The estate administration process involves the appointment of a fiduciary (executor or administrator) when necessary. This fiduciary has the responsibility to collect all of the assets of the decedent, pay any legal debts and obligations and distribute the remaining assets to those persons entitled to inherit.

There are three different proceedings that could be filed in a decedent’s estate. Please see the PROBATE FAQ section for more information on these estate proceedings.



Instructions for Estate Administration

Full Estate Administration Download
Relieving an Estate From Administration Download
Summary Release From Administration Download

Complete Form Packets for Estate Administration

Full Administration Packet With A Will Download
Full Administration Packet Without A Will Download
Relieving an Estate From Administration Packet With A Will Download
Relieving an Estate From Administration Packet Without A Will Download
Summary Release From Administration Download

Individual Forms For Estate Administration

1.0 Surviving Spouse, Children, Next of Kin, Legatees and Devisees Download
2.0 Application to Probate Will Download
2.1 Waiver of Notice of Probate of Will Download
2.2 Notice of Probate of Will Download
2.3 Entry Admitting Will to Probate Download
2.4 Certificate of Service of Notice of Probate of Will Download
3.0 Appointment of Appraiser Download
4.0 Application for Authority to Administer Estate Download
4.1 Supplemental Application for Ancillary Administration Download
4.2 Fiduciary's Bond Download
4.3 Waiver of Right to Administer Download
4.4 Notice and Citation of Hearing on Appointment of Fiduciary Download
4.5 Entry Appointing Fiduciary; Letter of Authority Download
5.0 Application to Relieve Estate From Administration Download
5.1 Assets and Liabilities of Estate to be Relieved From Administration Download
5.2 Waiver of Notice of Application to Relieve Estate From Administration Download
5.3 Notice of Application to Relieve Estate From Administration Download
5.6 Entry Relieving Estate From Administration Download
5.9 Report of Distribution Download
5.10 Application for Summary Release From Administration Download
5.11 Entry Granting Summary Release From Administration Download
6.0 Inventory and Appraisal Download
6.1 Schedule of Assets Download
6.2 Waiver Notice of Hearing on Inventory Download
6.3 Notice of Hearing On Inventory Download
7.0 Certification of Notice to Administrator of Medicaid Estate Recovery Program Download
7.0A Notice to Administrator of Medicaid Estate Recovery Program Download
8.0 Citation to Surviving Spouse to Exercise Elective Rights Download
8.1 Election of Surviving Spouse to Take Under Will Download
8.2 Election of Surviving Spouse to Take Against Will Download
8.3 Summary of General Rights of Surviving Spouse Download
8.4 Certificate of Service and Notice of Citation to Surviving Spouse to Exercise Elective Rights Download
8.5 Return of Certificate of Citation to Surviving Spouse to Exercise Elective Rights Download
8.6 Waiver of Service to Surviving Spouse of the Citation to Elect Download
9C Application to Transfer Motor Vehicle Download
9.C1 Application and Entry for Transfer of Watercraft Download
9.0 Application to Sell Personal Property Download
9.1 Entry Authorizing Sale of Personal Property Download
9.2 Notice of Sale of Personal Property Download
10.0 Application to Distribute in Kind Download
10.1 Entry Approving Distribution in Kind Download
10.2 Notice of Hearing on Application to Distribution in Kind Download
11.0 Consent to Power to Sell Real Estate Download
12.0 Application for A Certificate to Transfer Download
12.1 Certificate of Transfer Download
13.0 Fiduciary's Account Download
13.1 Receipts and Disbursements Download
13.2 Assets Remaining in Fiduciary's Hands Download
13.3 Entry Approving and Settling Account Download
13.5 Notice of Hearing On Account Download
13.6 Certificate of Termination Download
13.7 Waiver of Notice of Hearing on Account Download
13.8 Application to Extend Administration Download
13.9 Certificate of Service to Account to Heirs or Beneficiaries Download
13.10 Notice to Extend Administration Download
14.0 Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims Download
14.1 Waiver and Consent Wrongful Death and Survival Claims Download
14.2 Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims Download
14.3 Report of Distribution of Wrongful Death and Survival Claims Download
24.0 Representation of Insolvency Download
24.1 Judgment Entry Setting Hearing and Ordering Notice Download
24.2 Notice of Hearing on Representation of Insolvency and Schedule of Claims Download
24.3 Verification of Service Notice of Hearing on Representation of Insolvency and Schedule of Claims Download
24.4 Schedule of Claims Download
24.5 Continuation Schedule of Claims Download
24.6 Judgment Entry Insolvency Download
45D Confidential Disclosure of Personal Identifiers Download
Application - Computation of Fiduciary's Fees Download
Application and Entry to File Will for Record Only Download
Application to Dispense with the Filing of the Inventory and Final Account, and to Discharge Fiduciary Download
Application and Order Dispensing with Appraisement Download
Application and Order to Pay Attorney Fees Download
Application to Reopen Estate Download
Consent to Payment of Attorney Fees Download
Entry Granting Application to Reopen Estate Download
Executor/Administrator Fiduciary's Acceptance Download
Forms for Notice by Publication - Newspaper Download
Forms for Notice by Publication - Posting Download
Motion and Order Waiving Bond Download
Notice to Court of Decendent's Medicaid Status Download
Order to Pay Fiduciary's Fees Download
Report of Newly Discovered Assets Download
Statement of Intent Download

Wrongful Death

14.0 Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims Download
14.1 Waiver and Consent Wrongful Death and Survival Claims Download
14.2 Entry Approving Settlement and Distribution of Wrongful Death and Survival Claims Download
14.3 Report of Distribution of Wrongful Death and Survival Claims Download

Medical Records of Decedent

Occasionally an interested person may have a need to access the decedent’s medical and medical billing records for use in evaluating a potential wrongful death, personal injury, or survivorship action on behalf of a decedent. The estate may not yet be open. Revised Code Section 2113.032 provides a means by which any person who is eligible to be appointed as a personal representative of an estate under the law of this state or named as executor in a will may file an application to obtain the release of medical records and medical billing records of the decedent. The filing is made with the probate court of the Ohio county in which the decedent resided at death

Each application must be accompanied by a completed Form 1.0 identifying the name, address, and relationship of the decedent’s known surviving spouse, children, next of kin, legatees, and devisees, if any.

If the applicant is relying on the decedent’s will as the basis for the application, a copy of the will showing the name of the nominated individual must be filed with the application and the original must be displayed to the Court.

Unless waivers of notice from all interested parties are filed with the application, the Court will send a copy of the application to the interested parties and wait at least 10 days after the application is sent before acting upon the application. Absent waivers of notice from all interested parties, the application will be scheduled for a non-oral hearing to allow proper service of the notice.

The medical records case is open until the applicant files a final status report confirming that the records have been obtained. A status report from the applicant shall be due three months from the date of the issuance of the Court’s entry and again at succeeding six months intervals thereafter, until the final status report is filed confirming the records have been obtained.

Filing Instructions

  1. The decedent must have been a resident of Pike County at death.
  2. Completed applicable forms from those listed below.
  3. A completed Form 1.0 (Surviving Spouse, Children, Next of Kin, Legatees and Devisees). This form can be found in the standard probate forms for estates
  4. If the Will is the basis for the applicant’s eligibility to apply, then the original Will must be provided to the Court. (A copy will be made, and the original returned)
  5. A certified copy of the death certificate must be presented to the Court upon filing of the application. (A copy will be made, and the certified copy returned)
  6. Filing fees of $30.00

Release of Medical Records and Medical Billing Records

29.0 Application to Release Medical Records and Medical Billing Records Download
29.1 Entry Authorizing Release of Medical Records and Medical Billing Records Download
29.2 Report on Receipt of Medical Records and Medical Billing Records Download
29.3 Notice of Application to Release Medical Records and Medical Billing Records Download
29.4 Waiver of Notice/Consent Download

Appraisers

The Pike County Probate Judge will approve an appraiser if a business card or letterhead is attached to the filing.

Commonly used appraisers in Pike County Probate Court:

John Hall
100 N. Market St., #12
Waverly, Ohio 45690
(740) 222-0018

Thomas Brewster
1838 Tennyson Road
Piketon, Ohio 45661
(740) 357-0325

Ed Davis
230 Waverly Plaza, Suite 300
Waverly, Ohio 45690
(740) 947-2472

Creditor's Claims

Pursuant to Ohio Revised Code 2117.06(B), "Except as provided in section 2117.061 of the Revised Code, all claims shall be presented within six months after the death of the decedent…"

All claims shall meet the requirements of Ohio Revised Code 2117.06 and shall be accompanied with a filing fee of $10.00 per claim.

There are no standard probate forms for creditor's claims. If you have any questions concerning the filing of claims, including form and content, you should seek the advice of an attorney.