INSTRUCTIONS: CALIFORNIA SCHEDULES A AND C, RECEIPTS AND DISBURSEMENT WORKSHEET — STANDARD ACCOUNT (Form GC-400(A)(C))

The form discussed in this article is an optional worksheet used to compute receipts and disbursements for California conservatorships and guardianships. This document is not to be filed and is only for your words. This form can be obtained from the website maintained by the California Judicial Branch.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 1: On the first line, enter the amount of dividends. On the second line, enter the amount of interest. On the third line, enter the amount of pensions, annuities and other regular periodic payments.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 2: On the fourth line, enter the amount of rent. On the fifth line, enter the amount of Social Security, veteran's benefits and other public benefit payments.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 3: On the third line, enter the amount of other receipts.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 4: Enter the total of the first column at the bottom and transfer it to line 3 of the Summary of Account.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 5: On the first line on the right, enter the conservatee's caregiver expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 6: On the second line, enter the conservatee's residential or long-term care facility expenses. On the third line, enter the ward's education expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 7: On the fourth line, enter the fees of fiduciary and attorney. On the fifth line, enter general administration expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 8: On the sixth line, enter investment expenses. On the seventh line, enter living expenses. On the eighth line, enter medical expenses of conservatee or ward. On the last three blank lines, enter property sale expenses, rental property expenses and other expenses. Transfer the total of this column to line 8 of the Summary of Account.

INSTRUCTIONS: CALIFORNIA SCHEDULE F, CHANGES IN FORM OF ASSETS — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(F)/GC-405(F))

The form discussed in this article is used to document changes in the forms of assets of California guardianships and conservatorships. This document can be obtained from the website maintained by the California Judicial Branch.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 1: Check the first box if you are filing for a conservatorship.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 2: Check the second box if you are filing for a guardianship.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 3: Enter the name of the conservatee or minor.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 6: Enter the case number in the blank box at the top right of the page.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 7: In the first column of the table provided, enter the month, date and year of every transaction resulting in a change in the form of assets.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 8: In the second column, enter a description of the transaction resulting in a change in the form of assets.

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 9: Complete additional pages as necessary to document all changes in the forms of assets. 

California Schedule F, Changes In Form Of Assets — Standard And Simplified Accounts GC-400(F)/GC-405(F) Step 10: On the bottom of each page, enter the page number and the total number of pages where indicated.

INSTRUCTIONS: OHIO SURVIVING SPOUSE, CHILDREN, NEXT OF KIN, LEGATEES AND DEVISEES (Form 1.0)

The document discussed in this article is used to document all surviving spouses, children, next of kin, legatees and devisees involved in the administration of an Ohio estate. This form can be obtained from the website maintained by the Supreme Court of Ohio.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 1: Enter the county in which the court is located on the first blank line.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 2: Enter the name of the decedent on the second blank line.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 3: Enter the case number on the third blank line.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 4: In the table provided below, document the decedent's known surviving spouse, children, or lineal descendants of deceased children. If none of these apply, document the decedent's next of kin who are or would be entitled to inherit under the statutes of descent and distribution. In the first column, enter the name of each person.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 5: In the second column, enter the residential address of each person.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 6: In the third column, enter the relationship to the decedent of each person.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 7: In the fourth column, enter the birthdate of any minor being documented.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 8: At the bottom of the first page, place a check mark to any of the five statements which are applicable.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 9: Enter the case number on the first blank line at the top of the second page.

Ohio Surviving Spouse, Children, Next Of Kin, Legatees And Devisees 1.0 Step 10: Document the vested beneficiaries named in the decedent's will as instructed. Check whichever statement is applicable at the bottom of the page, then sign and date the form.

INSTRUCTIONS: OHIO PUBLICATION OF NOTICE (Form 5.5)

The document discussed in this article is used as the template when publishing a notice in Ohio newspapers of general circulation regarding the administration of multiple estates. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Publication Of Notice 5.5 Step 1: Enter the name of the county in which the probate court is located on the first blank line.

Ohio Publication Of Notice 5.5 Step 2: Enter the name of the decedent whose estate is being probated on the second blank line.

Ohio Publication Of Notice 5.5 Step 3: Enter the case number assigned to administration of the estate on the third blank line.

Ohio Publication Of Notice 5.5 Step 4: Enter the name of the newspaper of general circulation in the county on the fourth blank line.

Ohio Publication Of Notice 5.5 Step 5: Check the first box if the notice should be published once.

Ohio Publication Of Notice 5.5 Step 6: Check the second box if the notice should be published once per week for two consecutive weeks.

Ohio Publication Of Notice 5.5 Step 7: Check the third box if the notice should be published once per week for three consecutive weeks.

Ohio Publication Of Notice 5.5 Step 8: On the next blank line, enter the name of the county in which the probate court is located.

Ohio Publication Of Notice 5.5 Step 9: On the next two blank lines, enter the address of the court.

Ohio Publication Of Notice 5.5 Step 10: In the table provided below, enter the decedent's name and address for each estate in the first column.

Ohio Publication Of Notice 5.5 Step 11: Enter the case number assigned to each estate in the second column.

Ohio Publication Of Notice 5.5 Step 12: Enter the date of the hearing for each estate in the third column.

Ohio Publication Of Notice 5.5 Step 13: Enter the time of the hearing for each estate in the fourth column.

Ohio Publication Of Notice 5.5 Step 14: Once publication has occurred, enter the dates of the editions in which notice was published on the first blank line on the second page, the cost on the second blank line, and the editor's signature on the third blank line.

INSTRUCTIONS: OHIO WAIVER OF SERVICE TO SURVIVING SPOUSE OF THE CITATION TO ELECT (Form 8.6)

This form is filed in Ohio estate probation proceedings if the surviving spouse of the decedent wishes to waive their right to service of citation during administration of the estate. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 1: Enter the name of the county in which the administering probate court is located on the first blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 2: Enter the name of the decedent whose estate is being probated on the second blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 3: Enter the case number assigned to administration of the estate on the third blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 4: Enter the date on the fourth blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 5: Enter the signature of the surviving spouse on the fifth blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 6: Type or print the name of the surviving spouse on the sixth blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 7: Enter the signature of the attorney for the fiduciary on the seventh blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 8: Type or print the name of the attorney for the fiduciary on the eighth blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 9: Enter the street address of the attorney for the fiduciary on the ninth blank line, their the city, state and zip code on the tenth blank line, and their telephone number on the eleventh blank line.

Ohio Waiver Of Service To Surviving Spouse Of The Citation To Elect 8.6 Step 12: Enter the attorney registration number for the fiduciary's attorney on the last blank line.