We know our Cuyahoga County users didn’t like the fact that they couldn’t use
the standard Form 3.0, and we didn’t like it either. In response, we’ve put
together a new Cuyahoga County version of our WBOPF
program. But we did a whole lot more to 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.
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.
No Learning Curve. Our Cuyahoga program 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.
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.
Quality Not Quantity
Instead of paying for thousands of
forms that you never use or that are incorrect, we give you the
complete set of “Standard Probate Forms” as defined and promulgated
by the Ohio Supreme Court under Rules 51 and 52 of the Rules for the
Superintendence of Common Pleas Courts. You might ask yourself, what good is
a Motor Vehicle Transfer form that is either the wrong form or that
you need to fill out manually? If all you want is dumb, PDF
templates, you can usually find them free at most probate court or
government web sites. If a program supplies a motor vehicle form,
shouldn't it complete the form? Some probate programs we're
familiar with don't include the correct local form AND don't
complete it!
Scrollable 2-Sided Forms
Front and back sides of the same form are viewed together in a
single, scrollable format. There’s no need to jump through hoops
and waste time just because you want to work on or view the back
side a form.
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.
All screens and printouts are designed in strict compliance with the
Supreme Court's typographical specifications set forth in Rules 51
and 52, supra.
Additional Features
- The Next Generation program designed and customized for Windows XP,
although it runs in all Windows 32-bit environments, i.e.,
2000/ME/98/95 & NT.
- 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 files. There is
no need to follow ridiculous procedures like saving save 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 wish list is in the box to the left. 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!
Listing 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 |
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 |
|
|
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.
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 disguise your forms to be
indistinguishable from the Court's own "approved" forms.
What's that? You say all Probate Courts must, by law, accept forms
that comply with the typographical specifications set forth in Rules
51 and 52 of the Supreme Court's Rules of Superintendence for the
Courts of Ohio? Guess you don't get around much! 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.