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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.

Free Web Forms. If you're curious about the advantages of Cuyahoga3 over the probate 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.



 
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