Probate Form Guidance Ohio

Summary

When completing the Certification of Service of Accounts form in Montgomery County, Ohio, list the beneficiarys name under the following heirs or beneficiaries if their address is known, even if checks have not been written. If the forms options do not match your situation, consider indicating copies of fiduciary account mailed without specifying conditions. For further clarification, contact the Montgomery County Probate Court.

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probate Montgomery County, Ohio
Hello Addy! Here’s some general information about probate in Montgomery County, Ohio:
- Probate is the legal process of administering a deceased person's estate.
- The Montgomery County Probate Court handles matters like will validation, estate distribution, and guardianships.
Would you like more details on how to start the probate process?

Montgomery County Probate Court


Phone: (*) *-*
Address: * N Perry St, Dayton, OH *
Website: www.mcohio.org
I have the form that says certification of service of accounts to the heirs or beneficiary. This is where I mailed the beneficiary all copies of the account on what line do I put that name the one that says the following errors or beneficiary whose address is unknown, or the following beneficiaries of a specific requested device, who has received his distribution in which a receipt has been filed or exempted from court
Hello Addy,
For the "Certification of Service of Accounts" form in Montgomery County, Ohio, you should list the name of the beneficiary on the line that corresponds to the specific situation:
- If the beneficiary's address is unknown, list their name under "the following heirs or beneficiary whose address is unknown."
- If the beneficiary has received their distribution and a receipt has been filed or they are exempted from court, list their name under "the following beneficiaries of a specific requested devise, who has received his distribution in which a receipt has been filed or exempted from court."
If you need further assistance, please let me know!
I have not written checks because I’m still waiting for the court to give the OK I just had to mail all the fiduciary account to the beneficiary
Hello Addy,
It sounds like you are waiting for court approval before distributing checks to the beneficiaries. Have you received any communication from the court regarding the approval of the fiduciary accounts? If not, you might want to follow up with the Montgomery County Probate Court.
Would you like assistance with how to follow up with the court or any other aspect of your probate process?
No. But I have to mail the beneficiary a copy of all the fiduciary accounting
Hello Addy,
It seems you are waiting for court approval before distributing checks but need to mail the fiduciary accounting to the beneficiary. Ensure you:
- Send copies of all fiduciary accounts to each beneficiary.
- Keep proof of mailing for your records.
If you need more specific information, please let me know!
Where on the form certification of service of account to errors or beneficiaries. Do I put the name of the beneficiary that I mailed a fiduciary account to
Hello Addy,
For the "Certification of Service of Accounts" form in Montgomery County, Ohio, list the name of the beneficiary under the section for "the following heirs or beneficiaries."
- Ensure you specify the exact situation they fall under (e.g., address unknown, received distribution, etc.).
If you need more details, feel free to ask!
I know the address, but I have not written any checks so therefore both of those lines are not correct for me
Hello Addy,
If you know the beneficiary's address and have not written any checks, list their name under "the following heirs or beneficiaries" and leave the other specific conditions (address unknown, received distribution) blank or not applicable. Does that clarify your question?
so then I don’t put the name of the beneficiary anywhere on the form because the two choices they gave me do not match what I need to it to say
Hello Addy,
Given your situation, if the provided options on the form do not match your needs, you might consider:
- Listing the beneficiary under "the following heirs or beneficiaries" and indicating "copies of fiduciary account mailed" without specifying the conditions.
- Contacting Montgomery County Probate Court for guidance.
Would you like the court's contact details for further assistance?