INSTRUCTIONS: KENTUCKY PETITION/ORDER TO DISPENSE WITH ADMINISTRATION (SURVIVING SPOUSE/CHILDREN/PREFERRED CREDITOR) (Form AOC-830)

The form discussed in this article is filed by a surviving spouse, children or preferred creditor to petition for the dispensation of administration of a Kentucky estate. This document can be obtained from the website maintained by the Kentucky Court of Justice.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 1: On the first blank line, enter the case number.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 2: On the second blank line, indicate whether this estate is under the supervision of district or probate court by circling the appropriate statement.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 3: On the third blank line, enter the name of the county.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 4: On the fourth blank line, enter the name of the decedent.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 5: On the next three blank lines, enter the address of the decedent.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 6: On the next blank line, enter the date of death.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 7: On the next blank line, enter the Social Security number of the decedent.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 8: On the next blank line, enter the date of birth of the decedent.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 9: On line 1, indicate with a check mark whether the decedent died testate or intestate.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 10: On line 2, enter any assets left at the time of death, including the value of each one.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 11: Indicate your relationship to the decedent with a check mark next to the appropriate statement on line 3.

Kentucky Petition/Order To Dispense With Administration (Surviving Spouse/Children/Preferred Creditor AOC-830 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA NOTICE OF PROPOSED ACTION OBJECTION – CONSENT (Form DE-165)

The form discussed in this article is filed by a California party involved in the probate of an estate to object or consent to a proposed transaction to be undertaken by the personal representative. This document can be obtained from the website maintained by the California Judicial Branch.

California Notice Of Proposed Action Objection – Consent DE-165 Step 1: In the first blank box, if represented by an attorney, enter their name, state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either case, providing an email address or fax number is optional.

California Notice Of Proposed Action Objection – Consent DE-165 Step 2: In the second blank box, enter the county in which the court is located. Additionally, provide its street address, mailing address, city, zip code and branch name.

California Notice Of Proposed Action Objection – Consent DE-165 Step 3: In the third blank box, enter the name of the decedent.

California Notice Of Proposed Action Objection – Consent DE-165 Step 4: In the fourth blank box, enter the case number.

California Notice Of Proposed Action Objection – Consent DE-165 Step 5: Check the first box if you are filing an objection.

California Notice Of Proposed Action Objection – Consent DE-165 Step 6: Check the second box if you are filing consent.

California Notice Of Proposed Action Objection – Consent DE-165 Step 7: On line 1, enter the name or names of the estate personal representative.

California Notice Of Proposed Action Objection – Consent DE-165 Step 8: Check the box on line 2a if the personal representative has been granted full authority in administration of the estate.

California Notice Of Proposed Action Objection – Consent DE-165 Step 9: Check the box on line 2b if the personal representative has been granted limited authority in administration of the estate.

California Notice Of Proposed Action Objection – Consent DE-165 Step 10: On line 3, enter the date of the proposed action. Describe it below or in Attachment 3. If the latter, check the box where indicated.

California Notice Of Proposed Action Objection – Consent DE-165 Step 11: Check the box on line 4 if this concerns a real estate transaction and provide the value of the subject property. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ORDER APPOINTING GUARDIAN AD LITEM – PROBATE (Form DE-351/GC-101)

The document discussed in this article is issued by a California court to appoint a guardian ad litem in estate cases. This form can be found on the website maintained by the California Judicial Branch.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 1: In the first blank box, enter the name of your attorney, their state bar number, and their address and telephone number. If you are not represented by an attorney, enter your name, address and telephone number. In either case, providing a fax number or email address is optional.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 2: In the second blank box, enter the name of the county in which the court is located, as well as its street address, mailing address, city, state and zip code.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 3: Check the first box if this concerns the estate of a decedent.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 4: Check the second box if this concerns the estate of a conservatee.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 5: Check the third box if this concerns the estate of a minor.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 6: Enter the name of the person whose estate is concerned.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 7: In the last three blank boxes on the right, enter the case number, hearing date, department and time.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 8: If this is an ex parte guardianship, check the box where indicated.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 9: On line 1, enter the name of the person to whom a guardian ad litem is being appointed.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 10: Check box line 1a if a guardian ad litem is being appointed for a minor and enter their date of birth.

California Order Appointing Guardian Ad Litem – Probate DE-351/GC-101 Step 11: Complete the remainder of the form as instructed.

INSTRUCTIONS: CALIFORNIA NOTICE OF TAKING POSSESSION OR CONTROL OF AN ASSET OF MINOR OR CONSERVATEE (Form GC-050)

The form discussed in this article must be filed by a California financial institution when a guardian or conservatee takes possession or control of an asset of the minor or conservatee. This document can be obtained from the website maintained by the California Judicial Branch.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 1: In the first blank box, enter the name of the institution, as well as its address and the name, title and telephone number of a contact person.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 2: In the second blank box, enter the name of the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 3: Indicate whether this concerns a guardianship or a conservatorship with a check mark.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 4: Enter the name of the minor or conservatee.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 5: Indicate with a check mark whether you have entered the name of a minor or conservatee.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 6: Where indicated, enter the case number.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 7: On line 1a, enter the name of the minor or conservatee.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 8: On line 1b, enter the name of the guardian or conservator.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 9: On line 2a, enter the name of the institution and its type.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 10: On line 2b, enter the institution's address.

California Notice Of Taking Possession Or Control Of An Asset Of Minor Or Conservatee GC-050 Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA LETTERS OF GUARDIANSHIP (Form GC-250)

This document is issued by California courts to appoint a guardian. This form can be found on the website maintained by the California Judicial Branch.

California Letters Of Guardianship GC-250 Step 1: In the first box, enter your attorney's name, State Bar number, address and telephone number. If you do not have an attorney, enter your name, address and telephone number. In either case, you are not required to provide a fax number or email address.

California Letters Of Guardianship GC-250 Step 2: In the second box, enter the county in which the court is located, its street and mailing addresses, its cip and zip code, and its branch name.

California Letters Of Guardianship GC-250 Step 3: In the third box, enter the name of the minor in question.

California Letters Of Guardianship GC-250 Step 4: Indicate with a check mark whether this concerns guardianship of a person or of an estate.

California Letters Of Guardianship GC-250 Step 5: Enter the case number.

California Letters Of Guardianship GC-250 Step 6: On line 1, enter the name of the person being appointed. 

California Letters Of Guardianship GC-250 Step 7: Indicate whether they are appointed to guardianship of a person or of an estate with a check mark.

California Letters Of Guardianship GC-250 Step 8: Enter the name of the person or estate.

California Letters Of Guardianship GC-250 Step 9: Check line 2 if other powers have been granted or imposed.

California Letters Of Guardianship GC-250 Step 10: Check line 2a if the powers granted are described separately in attachment 2a.

California Letters Of Guardianship GC-250 Step 11: Check line 2b if conditions relating to care and custody of property are specified in attachment 2b.

California Letters Of Guardianship GC-250 Step 12: Check line 2c if conditions relating to treatment of minor are specified in attachment 2c.

California Letters Of Guardianship GC-250 Step 13: Check line 2d if other conditions or powers are specified below or on attachment 2d.

California Letters Of Guardianship GC-250 Step 14: Check line 3 if the guardian is not authorized to take possession of money or any other property without a specific court order.

California Letters Of Guardianship GC-250 Step 15: Enter the number of pages attached on line 4. The clerk will sign and seal the form where indicated.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENTS, CONSERVATEE'S RESIDENTIAL OR LONG-TERM CARE FACILITY EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(2))

The form discussed in this article is used to document the expenses of a California conservatee's residential or long-term care facility care. This form can be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 1: Check the first box to indicate you are filing for a conservatorship.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 2: Check the second box to indicate you are filing for a guardianship.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 4: Check the third box to indicate you have entered the name of a conservatee.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 5: Check the fourth box to indicate you have entered the name of a minor.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 6: Enter the case number assigned to the estate.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 7: In the first column of the table provided, enter the date of each payment.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 8: In the second column, enter the check number of each payment.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 9: In the third column, enter the name of each payee and the purpose of each payment.

California Schedule C, Disbursements, Conservatee's Residential Or Long-Term Care Facility Expenses — Standard Account GC-400(C)(2) Step 10: In the fourth column, enter the amount of each payment. Enter the total of all payments, including those documented on other pages if needed, at the bottom of the table.

INSTRUCTIONS: CALIFORNIA CASH ASSETS ON HAND AT BEGINNING OF ACCOUNT PERIOD — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(PH)(1)/GC-405(PH)(1)

The form discussed in this article is used to document assets appraised by the conservator or guardian of a California conservatorship or guardian. This document can be obtained from the website maintained by the California Judicial System.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 1: Check the first box if filing for a conservatorship.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 2: Check the second box if filing for a guardianship.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 3: Enter the name of the conservatee or minor.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 4: Indicate whether you have entered the name of a conservatee or minor with a check mark.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 5: Enter the case number in the box on the right.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 6: Enter the first date of the account period where indicated.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 7: In the first column of the table provided, enter a description of each cash asset.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 8: Enter the value of each cash asset in the second column.

California Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(1)/GC-405(PH)(1) Step 9: Enter the total cash assets at the bottom of the table. Transfer the value from here to line 1a of the Summary of Account form, which can also be obtained from the website of the California Judicial Board.

INSTRUCTIONS: OHIO APPLICATION FOR AUTHORITY TO ADMINISTER ESTATE (Form 4.0)

The form discussed in this article is used to apply for the authority to administer an estate in Ohio. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Application For Authority To Administer Estate 4.0 Step 1: Enter the name of the county in which the probate court is located on the first blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 2: Enter the name of the decedent whose estate is to be administered on the second blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 3: Enter the case number assigned to administration of the estate on the third blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 4: Enter the date of the death of the decedent on the fourth blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 5: Enter the street address of the decedent's domicile on the fifth blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 6: Enter the city, village or township and county of the decedent's domicile on the sixth blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 7: Enter the post office, state and zip code of the decedent's domicile on the seventh blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 8: Enter the position you are applying for on the eighth blank line.

Ohio Application For Authority To Administer Estate 4.0 Step 9: Check the first box if, to your knowledge, the decedent did not leave a will.

Ohio Application For Authority To Administer Estate 4.0 Step 10: Check the second box if the decedent's will has been admitted to probate by the court you are applying to.

Ohio Application For Authority To Administer Estate 4.0 Step 11: Check the third box if a supplemental application for ancillary administration is attached to this application.

Ohio Application For Authority To Administer Estate 4.0 Step 12: Document the estimated value of the estate in all categories listed.

Ohio Application For Authority To Administer Estate 4.0 Step 13: Place a check mark next to all applicable statements, then complete the remainder of the form as instructed.