| Rule # | Section Title | Page # |
|---|---|---|
| 5.01 | Use of Restraints on a Child | 8 |
| 6.01 | Pro Hac Vice (Admission for a Case) | 9 |
| 8.1 | Court Appointments | 10 |
| 9.1 | Security Plan | 13 |
| 11.1 | Recording of Proceedings | 14 |
| 16.1 | Mediation | 16 |
| 26.1 | Court Records Management and Retention | 20 |
| Rule # | Court Records | Page # |
|---|---|---|
| 45.1 | Court Records – Public Access - Personal Identifiers | 22 |
| 51.1 | Standard Probate Forms - Form Availability | 23 |
| 52.1 | Specifications for Printing Probate Forms - Computerized Forms | 24 |
| 53.1 | Hours of the Court | 25 |
| 55.1 | Examination of Probate Records - Photocopies | 26 |
| Rule # | Filings and Judgment Entries | Page # |
|---|---|---|
| 57.1 | Facsimile Filings | 27 |
| 57.2 | Current Street Address | 27 |
| 57.3 | Case Number | 27 |
| 57.4 | Original Signatures | 27 |
| 57.5 | Fiduciary Signature | 28 |
| 57.6 | Court Filings | 28 |
| 57.7 | “Filed” Stamped Copies | 29 |
| 57.8 | Instructions for Service of Summons or Notice | 29 |
| 57.9 | Exhibits | 30 |
| 57.10 | Entry of Judgment | 31 |
| 57.11 | Length of Memorandum or Brief | 31 |
| 57.12 | Certificate of Service | 31 |
| 57.13 | Decedent's Names | 31 |
| 57.14 | Court Service of Filings | 32 |
| Rule # | Deposit for Court Costs | Page # |
|---|---|---|
| 58.1 | Deposits | 34 |
| 58.2 | Publication Costs | 34 |
| 58.3 | Witness Fees | 34 |
| 58.4 | Insufficiency of Costs Deposit | 34 |
| Rule # | Wills | Page # |
|---|---|---|
| 59.1 | Certificate of Service | 35 |
| 59.2 | Will for Deposit | 35 |
| Rule # | Application for Letters of Authority to Administer Estate and Notice of Appointment | Page # |
|---|---|---|
| 60.1 | Acceptance and Notice of Appointment | 36 |
| 60.2 | Appointment of Non-Resident Fiduciaries | 36 |
| 60.3 | Identification With Photograph Required | 37 |
| 60.4 | Calculation of Executor/Administrator Compensation | 37 |
| 60.5 | Spousal Citation and Summary of Rights | 37 |
| Rule # | Claims Against Estate | Page # |
|---|---|---|
| 62.1 | Medicaid Recovery Acknowledgment | 39 |
| 62.2 | Special Administrator for Receipt of Claims | 39 |
| Rule # | Accounts | Page # |
|---|---|---|
| 64.1 | Fiduciary's Signature | 41 |
| 64.2 | Contents of Probate Accountings | 41 |
| 64.3 | Extensions for Filing An Account | 41 |
| 64.4 | Vouchers | 42 |
| 64.5 | Detailed Account Compliance Audits | 42 |
| 64.6 | Bond | 43 |
| 64.7 | Evidence of Assets | 43 |
| 64.8 | Time for Filing | 43 |
| 64.9 | Hearing, Certificates, and Service | 44 |
| Rule # | Land Sales | Page # |
|---|---|---|
| 65.1 | Title Evidence | 46 |
| 65.2 | Approval of Description | 47 |
| 65.3 | Report of Distribution | 47 |
| 65.4 | Consent to Power to Sell Real Estate | 48 |
| 65.5 | Military Service Affidavit | 48 |
| Rule # | Guardianships | Page # |
|---|---|---|
| 66 | Series Numbering | 48 |
| 66.01 | Definitions | 48 |
| 66.02 | Application of Rules | 48 |
| 66.03(A) | Emergency Guardianships | 48 |
| 66.04 | (RESERVED) | 53 |
| 66.05(A) | Guardian Background Checks | 53 |
| 66.05(B) | Guardian With Ten or More Adult Wards | 53 |
| 66.06 | Guardian Fundamentals Training Requirement | 54 |
| 66.07 | Guardian Continuing Education | 55 |
| 66.08 | General Responsibilities of the Guardian to the Court | 55 |
| 66.09 | General Responsibilities of the Guardian to the Ward | 57 |
| 66.10 | Guardianship of Minors | 58 |
| 66.11 | Next of Kin for Guardianship of Incompetent Adults | 59 |
| 66.12 | Inventory, Fund Release, Expenditures and Identification of Legal Documents | 59 |
| 66.13 | Guardian's Report | 60 |
| 66.14 | Deposit of Will By Guardian | 60 |
| 66.15 | Powers of Attorney By Guardian Prohibited | 61 |
| 66.16 | Terminations | 61 |
| 66.17 | Indigent Wards | 61 |
| 66.18 | Veterans' Guardianships | 62 |
| 66.19 | Guardianship Visitors Program | 62 |
| 66.20 | Additional Cost Deposit | 62 |
| Rule # | Estates of Minors | Page # |
|---|---|---|
| 67.1 | Dispense With Guardianship | 63 |
| 67.2 | Birth Certificate | 63 |
| 67.3 | Responsibility for Deposit of Funds | 63 |
| Rule # | Settlement of Injury Claims of Minors | Page # |
|---|---|---|
| 68.1 | Birth Certificate | 64 |
| 68.2 | Separate Case Number | 64 |
| 68.3 | Responsibility for Deposit of Funds | 64 |
| 68.4 | Structured Settlements | 64 |
| Rule # | Settlement of Claim for Adult Ward | Page # |
|---|---|---|
| 69.1 | Separate Case Number | 66 |
| 69.2 | Responsibility for Deposit of Funds | 66 |
| 69.3 | Structured Settlements for Adult Ward | 66 |
| Rule # | Settlement of Wrongful Death and Survival Claims | Page # |
|---|---|---|
| 70.1 | Settlement of Claims | 67 |
| Rule # | Counsel Fees | Page # |
|---|---|---|
| 71.1 | Attorney Fees | 68 |
| 71.2 | Attorney Serving as Fiduciary | 69 |
| 71.3 | Early Payments of Attorney Fees | 69 |
| 71.4 | Notice and Consent for Attorney Fees in Estates | 70 |
| 71.5 | Notice and Consent for Attorney Fees in Guardianships | 70 |
| 71.6 | Notice and Consent for Attorney Fees in Trusts | 71 |
| 71.7 | Contested Fees | 71 |
| 71.8 | Contingent Fees | 71 |
| Rule # | Guardian's Compensation | Page # |
|---|---|---|
| 73.1 | Guardian's Compensation | 73 |
| 73.2 | Indigent Guardianship Fund Payments | 75 |
| Rule # | Trustee's Compensation | Page # |
|---|---|---|
| 74.1 | Trustee's Compensation | 76 |
| Rule # | Local Rules | Page # |
|---|---|---|
| 75.1 | Guardian Ad Litem | 78 |
| 75.2 | Adoptions | 78 |
| 75.3 | Custodial Deposits in Lieu of Bond | 80 |
| 75.4 | Surety Bonds | 81 |
| 75.5 | Release and Summary Release of Estates from Administration | 81 |
| 75.6 | Wills in Safe Deposit Box | 82 |
| 75.7 | Marriage License Applicants | 83 |
| 75.8 | Minor Marriage License Applicants | 83 |
| 75.9 | Ohio Estate Tax Return (for Persons Dying Prior to January 1, 2013) | 83 |
| 75.10 | Withdrawal and Substitution of Counsel | 83 |
| 75.11 | Deposit of Guardianship Nomination Instrument | 84 |
| 75.12 | Name Changes – Minor | 84 |
| 75.13 | Motions/Briefs | 85 |
| Rule # | Case Management in Decedent's Estates, and Trusts | Page # |
|---|---|---|
| 78.1 | Inventory | 86 |
| 78.2 | Electronic Return Receipt | 88 |
| 78.3 | Certificate of Transfer of Real Estate | 88 |
| 78.4 | Requests for Jury Trial | 89 |
| 78.5 | Evidence of Death | 89 |
| 78.6 | Special Needs Trusts | 89 |
| 78.7 | Non-Oral Insolvency Hearings | 90 |
| 78.8 | Unclaimed Inheritances | 91 |
| 78.9 | Civil Case Management Procedures | 92 |
| 78.10 | Trial Witnesses | 93 |