INSTRUCTIONS: OHIO APPLICATION FOR CERTIFICATE OF TRANSFER (Form 12.0)

The document discussed in this article is used to apply for an Ohio certificate of transfer as part of the process of administering an estate. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Application For Certificate Of Transfer 12.0 Step 1: Enter the name of the county in which the probate court is located on the first blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 2: Enter the name of the judge on the second blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 3: Enter the name of the decedent whose estate is being administered on the third blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 4: Enter the case number on the fourth blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 5: Enter the date of death on the fifth blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 6: Enter the street address of the decedent's residence at the time of death on the sixth blank line.

 Ohio Application For Certificate Of Transfer 12.0 Step 7: Enter the city, village or township and county of the decedent's residence at the time of death on the seventh blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 8: Enter the post office, state and zip code of the decedent's residence at the time of death on the eighth blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 9: Enter the number of the accompanying certificate of transfer on the ninth blank line.

Ohio Application For Certificate Of Transfer 12.0 Step 10: Check the box next to all applicable statements on the remainder of the first page.

Ohio Application For Certificate Of Transfer 12.0 Step 11: Enter the case number on the first blank line on the second page.

Ohio Application For Certificate Of Transfer 12.0 Step 12: Check the first statement on the second page if applicable.

Ohio Application For Certificate Of Transfer 12.0 Step 13: Provide all information requested about the value of the estate.

Ohio Application For Certificate Of Transfer 12.0 Step 14: Sign the form and enter your title or status where indicated.

INSTRUCTIONS: WASHINGTON D.C. REQUEST FOR ORAL HEARING

The form discussed in this article is filed to request an oral hearing concerning a petition post appointment for a guardian or conservator in Washington D.C. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Request For Oral Hearing Step 1: On the first blank line, enter the name of the adult who is the subject of the case.

Washington D.C. Request For Oral Hearing Step 2: On the next blank line, enter your name.

Washington D.C. Request For Oral Hearing Step 3: On the next blank line, enter the position which the petition post appointment is concerned with.

Washington D.C. Request For Oral Hearing Step 4: On the next blank line, enter the name of the person who filed the petition.

Washington D.C. Request For Oral Hearing Step 5: On the next blank line, enter the date.

Washington D.C. Request For Oral Hearing Step 6: On the next blank line, enter your signature.

Washington D.C. Request For Oral Hearing Step 7: On the next blank line, type your name.

Washington D.C. Request For Oral Hearing Step 8: On the next blank line, enter your street address. Providing a P.O. box number is not acceptable.

Washington D.C. Request For Oral Hearing Step 9: On the next blank line, enter your city, state and zip code.

Washington D.C. Request For Oral Hearing Step 10: On the next blank line, enter your telephone number, including the area code.

Washington D.C. Request For Oral Hearing Step 11: The second page contains a certificate of service to be completed by the person responsible with serving this document to all parties of the above captioned case, persons granted permission to participate and persons who requested notice. Service is completed through first class mail, postage prepaid. On the first blank line, enter the date on which service was made.

Washington D.C. Request For Oral Hearing Step 12: On the next blank line, enter the month in which service was made.

Washington D.C. Request For Oral Hearing Step 13: On the next blank line, enter the last two digits of the year in which service was made. On the last blank line, enter the type of document served.

INSTRUCTIONS: WASHINGTON D.C. CONSERVATORSHIP PLAN

The form discussed in this article is filed by someone who has been appointed as a conservator in Washington D.C. following their appointment. This document can be obtained from the website maintained by the District of Columbia Courts.

Washington D.C. Conservatorship Plan Step 1: On the first blank line, enter the name of the adult who is the subject of the conservatorship.

Washington D.C. Conservatorship Plan Step 2: On the second blank line, enter your name.

Washington D.C. Conservatorship Plan Step 3: On the next blank line, enter the date of your appointment.

Washington D.C. Conservatorship Plan Step 4: In the next section, describe the services necessary to manage the financial resources designated by the order of the court.

Washington D.C. Conservatorship Plan Step 5: In the next section, describe the means by which these services will be provided.

Washington D.C. Conservatorship Plan Step 6: In the next section, describe the manner in which the incapacitated individual, guardian, conservator or any other individual who has been appointed to serve in that capacity  will exercise and share their decision-making authority.

Washington D.C. Conservatorship Plan Step 7: In the next section, describe the policies and procedures governing the expenditure of funds.

Washington D.C. Conservatorship Plan Step 8: In the next section, describe other items that will assist in the management of the designated financial resources and in fulfilling the needs of the incapacitated individual, the terms of the court's order and the duties of the conservator.

Washington D.C. Conservatorship Plan Step 9: The form should be completed in the presence of a notary public or clerk. Enter your name on the next blank line.

Washington D.C. Conservatorship Plan Step 10: On the next blank line, enter your signature.

Washington D.C. Conservatorship Plan Step 11: On the next blank line, type your name.

Washington D.C. Conservatorship Plan Step 12: On the next blank line, enter your street address.

Washington D.C. Conservatorship Plan Step 13: On the next blank line, enter your city, state and zip code.

Washington D.C. Conservatorship Plan Step 14: On the next blank line, enter your telephone number.

Washington D.C. Conservatorship Plan Step 15: The bottom of the page will be completed by the notary public or clerk.

INSTRUCTIONS: COLORADO INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR – ADULT (Form JDF 875)

The form discussed in this document is an informational document concerning the process of appointing a conservator for an adult in Colorado. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 1: The first section contains general information about the process of appointing a conservator for an adult.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 2: The next section contains a glossary of common terms you should be familiar with before beginning the process of appointing a conservator for an adult.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 3: The next contains information about fees that will be charged during the process of appointing a conservator for an adult.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 4: The next section concerns the forms it may be necessary to file during the process of appointing a conservator for an adult, as well as a checklist of the pertinent documents.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 5: The remainder of the form contains a step-by-step overview of the process of appointing a conservator for an adult. Step 1 concerns the completion of forms.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 6: Step 2 concerns the steps to take when filing forms with the court.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 7: Step 3 concerns giving notice to all interested persons by mail or publication.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 8: Step 4 concerns giving notice of hearing to a respondent with a personal service affidavit.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 9: Step 5 concerns the hearing.

Colorado Instructions For Appointment Of A Conservator – Adult JDF 875 Step 10: Step 6 concerns requirements after the court appoints a conservator. The conservator is required to maintain supporting documentation for all receipts and disbursements throughout the course of their appointment. A separately available conservator's manual is available for further assistance.

INSTRUCTIONS: COLORADO WAIVER OF NOTICE (Form JDF 719)

The form discussed in this article is filed by a person with interest in a Colorado probate case to waive their right to notice regarding hearings or other matters. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Waiver Of Notice JDF 719 Step 1: Check the first box if filing in district court.

Colorado Waiver Of Notice JDF 719 Step 2: Check the second box if filing in Denver Probate Court.

Colorado Waiver Of Notice JDF 719 Step 3: Enter the name of the county in which the court is located on the first blank line.

Colorado Waiver Of Notice JDF 719 Step 4: Where indicated, enter the court address.

Colorado Waiver Of Notice JDF 719 Step 5: Check the next box if filing this form "In the interest of" and write the name of the person concerned.

Colorado Waiver Of Notice JDF 719 Step 6: Check the next box if filing this form "In the matter of the estate of" and write the name of the person concerned.

Colorado Waiver Of Notice JDF 719 Step 7: In the third box, enter the name and address of your attorney, as well as their phone number, email address, fax number and attorney registration number. Those not represented by a lawyer should instead enter their name, address, phone number, email address and fax number.

Colorado Waiver Of Notice JDF 719 Step 8: In the fourth box, enter the case number, division and courtroom.

Colorado Waiver Of Notice JDF 719 Step 9: On the next blank line, enter your name.

Colorado Waiver Of Notice JDF 719 Step 10: On the next four blank lines, specify the types of notices to which you are waiving your right to receive.

Colorado Waiver Of Notice JDF 719 Step 11: On the next blank line, enter the date.

Colorado Waiver Of Notice JDF 719 Step 12: On the next blank line, provide your signature.

Colorado Waiver Of Notice JDF 719 Step 13: On the next blank line, type or print your name.

Colorado Waiver Of Notice JDF 719 Step 14: On the next three blank lines, enter your street address, city, state, zip code and phone number. The form must be sworn to in the presence of a notary public, who will complete the bottom of the page.

INSTRUCTIONS: COLORADO PROVISIONAL ORDER RE: PETITION TO TRANSFER TO RECEIVING STATE (Form JDF 788)

The form discussed in this article is issued by a Colorado court in response to a petition to transfer a guardianship or conservatorship to another state. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 1: Check the first box if the form is being issued by a district court.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 2: Check the second box if the form is being issued by Denver Probate Court.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 3: On the first blank line, enter the name of the county in which the court is located.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 4: On the next blank line, enter the address of the court.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 5: In the second box, enter the name of the ward or protected person.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 6: In the third box, enter the case number, division and courtroom.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 7: Indicate with a check mark whether this concerns a guardianship or conservatorship.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 8: Indicate with a check mark whether any evidentiary hearing or non-appearing hearing was considered by the court.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 9: On line 1, enter the county and state to which transfer is provisionally granted.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 10: Indicate with a check mark whether a guardian or conservator should file a petition to accept in the receiving state on line 2.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 11: Indicate with a check mark whether a guardian or conservator should file a final report on line 3.

Colorado Provisional Order Re: Petition To Transfer To Receiving State JDF 788 Step 12: The judge or magistrate should date and sign the next two blank lines.