Cuyahoga County Probate Forms
Background
For years, Basic Ohio Probate
Forms (WBOPF) has been Ohio’s number one probate software.
Although the probate form set was standardized by the Ohio Supreme Court
years ago, there have evolved more than a few county specific forms.
Cuyahoga County Form 3.0 Appointment of Appraiser was one notable
example.
In response, we put together a new Cuyahoga
County version of our
WBOPF program. And we did a whole lot more
with this new release than just add a couple forms. The Cuyahoga County
version has been substantially rewritten to provide more ease of use,
better worksheet printouts, and exquisite printed forms. And yes, there
are a bunch of new, county-specific forms such as those listed in the
table below and continued on the next page.
Face-Lift
Cuyahoga County Probate Forms’s
(Cuyahoga) got a new look you’re going to like. We’ve
taken a lesson from the most successful new programs that are based on
large scale user studies. We’ve integrated the forms with the
instructions for completing them, and put everything in the order you
need to proceed from beginning to end. Take a look at the opening screen
of our free demo. One look should give you a pretty good idea of how
we’ve enhanced user friendliness.
A Probate Processor
No Learning Curve.
Cuyahoga is a stand-alone, standard Windows
program that follows standard Windows programming conventions.
It is not a simple template, HotDocs or script, but instead is
a true Windows
program. What this means is that opening, saving and printing files is
done just like it is in your word processor. You won’t need to learn
needlessly different or complex new ways to do the same old thing. If
your program doesn’t have an immediately recognizable menu bar and
interface, it’s not following Windows protocol and it's going
to require more effort to learn. In this regard, you may notice a
resemblance between our new Version 3 and one
of the established leaders in forms software - Turbo Tax.
The Court's Free Web Forms.
If you're curious about the advantages and
disadvantages of the court's PDF web forms, click here.
Notices, Consents & Waivers
Over half the standard probate forms involve
the spouse, kin and legatees, so you’ll be wanting your probate program
to fully complete all the necessary notices, consents and waivers.
Cuyahoga
does just that! If you have 20 beneficiaries, Cuyahoga
completes all the notices, etc. automatically - one for each individual
or entity that needs one. No work-arounds or cutting and pasting.
What You See Is What You Get.
When you look at our Inventory or
Accounting, you see the form as it would be printed. You don’t need to
go through a preview process (similar to word processors in the 80’s) to
see what your form will look like.
Additional Features
-
The Next
Generation program designed and customized for Windows
7, although it runs in all Windows
64- and 32-bit environments back to XP, i.e.,
Vista and XP.
-
Handles calculations automatically;
most forms complete themselves! This includes not just the
mathematically-oriented forms like the inventory and accounting
forms, but also all consents, waivers and notices will contain the
beneficiary name and address information automatically.
-
Exports probate files to the
Ohio Estate Tax program that can, in turn, export a
file to the U.S. Estate Tax program - a true single entry system.
-
Capable of sending forms to your
word processor for final review, formatting and printing.
This facilitates emailing, faxing, making PDFs, etc. The
functionality of your word processor is your only limitation.
-
Inventory and Accounting
forms can be sorted and printed in the order that you entered items
or by category.
-
Multiple forms. If there
are 10 kin, in 10 different states, and each needs a particular
notice, you can prepare all 10 notices in one step.
-
Saves and loads probate estates as
ordinary simple text files. There is no need to follow
ridiculous procedures like saving each form or page individually.
Your entire set of forms is saved and opened just as you would any
word processing file - after all you don't save each page of
document individually do you? Of course not, your word processor
saves all the pages at the same time.
Click
here to try free, fully functioning demo.
New Forms
We’ve added special Cuyahoga County specific
forms as well as various transfer documents and enclosure letters. We
took a survey of Cuyahoga County law offices and incorporated every
suggestion of forms they wanted to see added to WBOPF.
The complete list is in the table below. Not 2,000 forms that you don’t
need and won’t use, but all of the key forms that you’ll use for every
estate you handle. For example, transferring real estate to the
surviving spouse, transferring motor vehicles, transferring stocks and
bonds and a core set of handy enclosure letters that can be customized
to look like your office stationary. If it’s useful, you’re going to
find it in Cuyahoga’s inventory of forms. Note that many of the probate
forms come in multiple pages. An inventory for example can be up to 80
pages long, or you could send Form 2.2 Notice to Probate to 80 different
heirs!
List of Included Forms
| Form 1.0 |
Surviving Spouse, Next of Kin, Legatees &
Devisees |
| Form 2.0 |
Application to Probate Will |
| Form 2.1 |
Waiver of Notice of Probate of Will |
| Form 2.2 |
Notice of Probate of Will |
| Form 2.3 |
Entry Admitting Will |
| Form 2.4 |
Certificate of Service of Notice of Probate of
Will |
| Form 3.0 |
Appointment of Appraiser |
| Form 4.0 |
Application for Authority to Administer |
| Form 4.1 |
Supplemental Application for Ancillary
Administration |
| Form 4.2 |
Fiduciary's Bond |
| Form 4.3 |
Waiver of Right to Administer |
| Form 4.4 |
Notice of Hearing on Appointment of Fiduciary |
| Form 4.5 |
Entry Appointing Fiduciary; Letters of Authority |
|
|
Fiduciary's Acceptance |
| Form 5.0 |
Application to Relieve Estate from
Administration |
| Form 5.1 |
Assets and Liabilities of Estate to be Relieved |
| Form 5.2 |
Waiver of Notice of Application to Relieve
Estate |
| Form 5.3 |
Notice of Application to Relieve Estate from
Administration |
| Form 5.4 |
Publication of Notice |
| Form 5.6 |
Entry Relieving Estate from Administration |
| Form 5.9 |
Report of Distribution |
| Form 5.10 |
Application for Summary Release from
Administration |
| Form 5.11 |
Entry Granting Summary Release from
Administration |
| Form 6.0 |
Inventory and Appraisal |
| Form 6.1 |
Schedule of Assets |
| Form 6.2 |
Waiver of Notice on Hearing |
| Form 6.3 |
Notice of Hearing |
| Form 7.0 |
Notice to Administrator of Estate Recovery
Program |
| Form 7.1 |
Application for Family Allowance |
| Form 7.2 |
Application for Apportionment of Family
Allowance |
| Form 8.0 |
Citation to Surviving Spouse to Elect Against
Will |
| Form 8.1 |
Election of Surviving Spouse to Take Under Will |
| Form 8.2 |
Election of Surviving Spouse to Take Against
Will |
| Form 8.3 |
Summary of General Rights of Surviving Spouse |
| Form 8.4 |
Certificate of Service & Notice of Citation to
Surviving Spouse |
| Form 8.5 |
Return for Certificate of Service of Citation to
Surviving Spouse |
| Form 8.6 |
Waiver of Service to Surviving Spouse of the
Citation |
| Form 9.0 |
Application to Sell Personal Property |
| Form 9.1 |
Schedule of Personal Property for Sale |
| Form 9.2 |
Notice of Sale of Personal Property |
| Form 10.0 |
Application to Distribute in Kind |
| Form 10.1 |
Schedule of Property to be Distributed in Kind |
| Form 10.2 |
Notice of Hearing on Application to Distribute
in Kind |
| Form 10.3 |
Entry Approving Distribution in Kind |
| Form 10.4 |
Notice to Distributee |
| Form 11.0 |
Consent to Power to Sell Real Estate |
| Form 12.0 |
Application for Certificate of Transfer |
| Form 12.1 |
Certificate of Transfer |
| Form 12.2 |
Entry Issuing Certificate of Transfer |
| Form 13.0 |
Fiduciary's Account |
| Form 13.1 |
Receipts and Disbursements |
| Form 13.2 |
Assets Remaining in Hands of Fiduciary |
| Form 13.3 |
Entry Approving and Settling Account |
| Form 13.4 |
Waiver of Partial Account |
| Form 13.5 |
Notice of Hearing on Account |
| Form 13.6 |
Certificate of Termination |
| Form 13.7 |
Waiver of Notice of Hearing on Account |
| Form 13.8 |
Application to Extend Administration |
| Form 13.9 |
Certificate of Service of Account to Heirs or
Beneficiaries |
| Form 13.10 |
Notice to Extend Administration |
| GenInfo |
General Information Worksheet |
| |
Probate Form Tracker |
| Form SS-4 |
Application for Employer Identification Number |
| Form 56 |
Notice Concerning Fiduciary Relationship |
| Form 2848 |
Power of Attorney and Declaration of
Representation |
| Form 4868 |
Application for Extension of Time to File a
Return |
| |
Application for Allowance of Attorney Fee
w/Exhibit |
| |
Judgment Entry Granting Attorney Fee |
More Cuyahoga County Specific Probate Forms
|
| Form 3.0 |
Appointment of Appraiser |
| Form 4.2 |
Fiduciary's Bond |
| Form 6.3 |
Notice of Hearing on Inventory |
| Form 13.7a |
Waiver of Notice and Consent to Account |
| Form 13.8 |
Application and Entry to Extend Administration |
| |
Computation of Executor or Administrator Fee |
| |
Computation of Attorney Fee |
Miscellaneous Transfer Forms
|
| BMV 3773 |
Surviving Spouse Vehicle Transfer Affidavit |
| BMV 3774 |
Application for Certificate of Motor Vehicle
Title |
| |
Real Estate Affidavit of Surviving Spouse or
Joint Survivor |
| DTE 100 |
Real Property Conveyance Fee Statement |
| DTE 100(ex) |
Real Property Conveyance Fee Exemption |
| |
Power of Attorney for Transferring
Stock/Bonds/Debentures |
| |
Affidavit of Domicile |
Enclosure Letters
|
| |
Wills, notice and consents to probate will |
| |
Accounting, waiver and consents |
| |
Letters of authority; statement of duties |
| |
To life insurance company enclosing policy |
| |
Inventory and waiver of notice |
| |
Instructions to appraiser |
| |
Filing with Probate Court |
Print Shop Perfect Probate Forms
Every form is fully formatted, picture
perfect and ready to file. Strict compliance with the typographical
specification set forth in Rules 51 and 52 of the Supreme Court Rules
for Superintendence for Courts of Common Pleas assures acceptability in
all Probate Courts. All these forms were redesigned for two reasons: to
comply with the Supreme Court typographical specification, and to be
easier to read and understand (larger print/more white space).
No Repetition - Automated Forms
You enter basic information one time.
Cuyahoga automatically completes the forms based on your
single entry (i.e., decedent's name, address, date of death;
applicant or fiduciary's name, address and telephone number; attorney's
name, address, telephone number and registration number; surviving
spouse's name, address and telephone number; all court information,
county name, court title, presiding judge, etc.). Enter assets
and liabilities once. Then simply direct the entries to the appropriate
forms by pointing and clicking. That means you type lengthy legal
descriptions a single time. Enter any information you want and use it as
a default over and over in different decedent files without retyping!
Word Processor Compatibility
You'll love this exciting new feature. With
it you can send a form to your word processor so you can modify your
forms to be indistinguishable from the Court's own "approved" forms.
Even though all Probate Courts must, by law, accept the Supreme Court's
"Standard Probate Forms," it doesn't always work that way and you've
probably heard the maxim "You can't fight city hall." So in addition to
printing forms that comply with each of the hundred or more
specifications in Rules 51 and 52, Cuyahoga
also lets you change the forms in your word processor to include any
county- or office-specific modifications you desire.
Compatibility With Ohio Estate Tax
for Windows
Better yet is Cuyahoga's
compatibility with our Ohio Estate Tax for Windows (WOET)
software. Cuyahoga files can be converted into
nearly complete WOET files that you need only
check over and then print. This, in itself, saves hours of time and
reduces errors that may occur in the preparation of the Ohio Estate Tax
form. The process is extremely easy. Simply mark an asset or debt to
direct it to a particular schedule of the Ohio Estate Tax form. Our new
WOET program can read the codes you enter and
import the contents of the probate file into a WOET
file. It's no harder than opening a file!
A Complete, Stand-Alone Probate System
Cuyahoga is not a
WordPerfect add-on or macro. Cuyahoga is
a complete system in itself. It automatically completes and formats the
probate forms based on information you enter in the worksheets. It
prints picture perfect probate forms on all printers—laser, ink jet,
even dot matrix printers. All printer fonts are part of Windows
and maintained internally and automatically. Additional software fonts
or hardware font cartridges are unnecessary.
Regardless of being a stand-alone
Windows
program, Cuyahoga can turn your finished forms
into word processing documents, emails, faxes or pdf files.
User Friendly, No Prohibitive Learning Curve, No Expensive Training
Needed
When we say we use the standard Windows
interface, it means that our program looks and feels like your word
processor. It has a file menu with saving and printing commands in the
customary locations. for the user this means that you can dive right in
instead of having to learn new ways to do things you already know how to
do. Unconventional buttons and interface gimmickry are okay for games,
but business and legal software should always stick to the Windows
interface you're familiar with. Cuyahoga does
just that.
User Friendly Prices
When you realize that other legal software (i.e.,
bankruptcy packages, probate software, office management systems, etc.)
start at about $500 and up, you can appreciate the price-conscious value
of Cuyahoga. Like all the other software in
the Puritas Springs Software legal library, we designed
and priced Cuyahoga to give you maximum bang
for the buck! No other legal software gives you the same specialized,
comprehensive assistance so inexpensively.
Click here for
price information.