INSTRUCTIONS: OHIO ENTRY APPROVING AND SETTLING ACCOUNT (Form 13.3)
The document discussed in this article is completed by an Ohio probate judge to approve and settle an estate account. This document can be obtained from the website maintained by the Supreme Court of Ohio.
Ohio Entry Approving And Settling Account 13.3 Step 1: The name of the county in which the court is located will be entered on the first blank line.
Ohio Entry Approving And Settling Account 13.3 Step 2: The name of the estate will be entered on the second blank line.
Ohio Entry Approving And Settling Account 13.3 Step 3: The case number will be entered on the third blank line.
Ohio Entry Approving And Settling Account 13.3 Step 4: The date on which the account was filed will be entered on the fourth blank line.
Ohio Entry Approving And Settling Account 13.3 Step 5: The probate judge will check the first statement if the partial account has been lawfully administered.
Ohio Entry Approving And Settling Account 13.3 Step 6: The probate judge will check the second statement if the estate has been lawfully administered except for final distribution to the beneficiaries.
Ohio Entry Approving And Settling Account 13.3 Step 7: The probate judge will check the third statement if the estate has been fully and lawfully administered and assets have been distributed in accordance with the law of the applicable instruments governing distribution.
Ohio Entry Approving And Settling Account 13.3 Step 8: The probate judge will check the fourth statement if events have occurred after which the court may approve and settle a final account.
Ohio Entry Approving And Settling Account 13.3 Step 9: The probate judge will check the fifth statement if events have occurred after which the court may approve and settle a supplemental final account.
Ohio Entry Approving And Settling Account 13.3 Step 10: The probate judge will check the sixth statement if the fiduciary is discharged.
Ohio Entry Approving And Settling Account 13.3 Step 11: The probate judge will check the seventh statement if the surety bond is terminated.
Ohio Entry Approving And Settling Account 13.3 Step 12: On the last two blank lines, the probate judge will enter the date and their signature.