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.
- Initial Instruction Sheet for Pro Se Estates (32 KB)
- Information Regarding Ownership of Property (18 KB)
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 |
| 7.1 | Application for Family Allowance | Download |
| 7.2 | Application for Apportionment of Family Allowance | 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 |
| 13.4 | Waiver of Partial 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 |
| 13.11 | Application to Disburse Attorney Decedent’s Trust Account(s) | 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 | |
| Motion and Entry to Release Information from Bank Accounts Prior to Opening Estate | 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 |
Instructions for a Wrongful Death Claim
| Filing Instructions for an Application to Approve Settlement and Distribution of Wrongful Death Claims | 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 |
| Wrongful Death - Notice of Claim | Download | |
| Wrongful Death - Beneficiaries - Other Next of Kin | Download | |
| Wrongful Death - Verification of Fiduciary | 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
- The decedent must have been a resident of Pike County at death.
- Completed applicable forms from those listed below.
- 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
- 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)
- 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)
- 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 Hall100 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.