INSTRUCTIONS: KENTUCKY INVENTORY AND APPRAISEMENT OF ESTATE (Form AOC-841)

The form discussed in this article is used to file an inventory and appraisement of a Kentucky estate. This document can be obtained from the website maintained by the Kentucky Court of Justice.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 1: On the first blank line, enter the case number.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 2: On the second line, indicate whether this is being filed with a district or probate court by circling the applicable word.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 3: On the next blank line, enter the county.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 4: On the next blank line, enter the name of the decedent.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 5: On the next blank line, enter the date of death of the decedent.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 6: On the next blank line, enter the Social Security number of the decedent.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 7: In the first column of the table provided, enter a description of each asset in the inventory.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 8: In the second column, enter the estimated value of each asset.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 9: At the top of the second page, enter the case number.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 10: Continue documentation of assets and their estimated values on the second page.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 11: At the bottom of the table on the second page, enter the total estimated value of all assets documented.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 12: On the next two blank lines, enter the dates on which the inventory was made.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 13: On the next blank line, the executor, executrix, administrator or administratrix should enter their signature.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 14: The form should be sworn to before a notary public, who will complete the next section.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 15: Below, your attorney should enter their signature, phone number, printed name and address.

Kentucky Inventory And Appraisement Of Estate AOC-841 Step 16: Submit the form to the court.

INSTRUCTIONS: CALIFORNIA DUTIES AND LIABILITIES OF PERSONAL REPRESENTATIVE (Form DE-147)

The form discussed in this article is sent to a California personal representative of a decedent's estate to outline their duties and liabilities in this position. This document can be obtained from the website maintained by the California Judicial Branch.

California Duties And Liabilities Of Personal Representative DE-147 Step 1: If represented by an attorney, in the first blank box enter their name, state bar number, address, telephone number and the address of the party represented.

California Duties And Liabilities Of Personal Representative DE-147 Step 2: It not represented by an attorney, in the first blank box, enter your name, address and telephone number.

California Duties And Liabilities Of Personal Representative DE-147 Step 3: Regardless of whether you are self-represented or represented by an attorney, providing a fax number or email address in the first blank box is optional.

California Duties And Liabilities Of Personal Representative DE-147 Step 4: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, state and zip code.

California Duties And Liabilities Of Personal Representative DE-147 Step 5: In the third blank box, enter the name of the decedent.

California Duties And Liabilities Of Personal Representative DE-147 Step 6: In the fourth blank box, enter the case number.

California Duties And Liabilities Of Personal Representative DE-147 Step 7: At the top of the second page, enter the name of the decedent in the first blank box.

California Duties And Liabilities Of Personal Representative DE-147 Step 8: In the second blank box, enter the case number.

California Duties And Liabilities Of Personal Representative DE-147 Step 9: On the first blank line, the petitioner should type or print their name.

California Duties And Liabilities Of Personal Representative DE-147 Step 10: On the second blank line, the petitioner should provide their signature.

California Duties And Liabilities Of Personal Representative DE-147 Step 11: On the third blank line, the second petitioner, if applicable, should type or print their name.

California Duties And Liabilities Of Personal Representative DE-147 Step 12: On the last blank line, if applicable, the second petitioner should provide their signature. If required to do so by the local court rule, you must provide your date of birth and driver's license number on form DE-147S.

INSTRUCTIONS: CALIFORNIA EX PARTE PETITION FOR AUTHORITY TO SELL SECURITIES AND ORDER (Form DE-270/GC-070)

The form discussed in this article is filed by a California estate personal representative, conservator or guardian to request ex parte authority to sell securities. This document can be obtained from the website maintained by the California Judicial Branch.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, providing a fax number or email address is optional.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 2: In the second blank box, enter the county in California in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 3: In the third blank box, enter the name of the decedent, conservatee or minor.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 5: Check the first box if you entered the name of a decedent.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 6: Check the second box if you entered the name of a conservatee.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 7: Check the third box if you entered the name of a minor.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 8: Enter the case number where indicated.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 9: On line 1, enter the name of the petitioner and indicate with a check mark whether they are the personal representative, conservator or guardian. 

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 10: Check the box on line 2b if authority is given in the decedent's will to sell property.

California Ex Parte Petition For Authority To Sell Securities And Order DE-270/GC-070 Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ORDER PRESCRIBING NOTICE (Form DE-200/GC-022)

The form discussed in this article is issued by a California court to prescribe notice concerning the time and place of hearing on a petition related to a guardianship, conservatorship or estate. This document can be obtained from the website maintained by the California Judicial Branch.

California Order Prescribing Notice DE-200/GC-022 Step 1: In the first blank box, enter the name of your attorney, in addition to their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either instance, providing either a fax number or an email address is optional.

California Order Prescribing Notice DE-200/GC-022 Step 2: In the second blank box, enter the county in which the court is located, along with its street address, mailing address, city, zip code and branch name.

California Order Prescribing Notice DE-200/GC-022 Step 3: Indicate whether this concerns an estate, guardianship or conservatorship with a check mark.

California Order Prescribing Notice DE-200/GC-022 Step 4: Write the name of the decedent, minor or conservatee.

California Order Prescribing Notice DE-200/GC-022 Step 5: Indicate whether you have the written the name of a decedent, minor or conservatee with a check mark.

California Order Prescribing Notice DE-200/GC-022 Step 6: Enter the case number where indicated.

California Order Prescribing Notice DE-200/GC-022 Step 7: On lines 1a through 1f, a check mark will be placed next to the statement describing the nature of petition for which a hearing will be held.

California Order Prescribing Notice DE-200/GC-022 Step 8: Where indicated, enter the date, time, department and room of the hearing.

California Order Prescribing Notice DE-200/GC-022 Step 9: Indicate whether the address of the court is the same as that listed above with a check mark. If other, specify.

California Order Prescribing Notice DE-200/GC-022 Step 10: Line 2a will be checked if the petitioner is required to personally serve notice upon anyone. If so, the name of this person or persons will be entered and the number of days before the hearing by which time this must be done.

California Order Prescribing Notice DE-200/GC-022 Step 11: Line 2b concerns mailing notices, while line 2c only concerns limited conservatorships.

California Order Prescribing Notice DE-200/GC-022 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: PETITION TO FIX RESIDENCE OUTSIDE THE STATE OF CALIFORNIA (Form GC-085)

The form discussed in this article is filed by a California guardian or conservatee to request that the residence for their minor or conservatee be fixed outside the state. This document can be obtained from the website maintained by the California Judicial Branch.

Petition To Fix Residence Outside The State Of California GC-085 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either case, it is not required that you provide your fax number or email address.

Petition To Fix Residence Outside The State Of California GC-085 Step 2: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

Petition To Fix Residence Outside The State Of California GC-085 Step 3: Indicate with check marks whether this concerns conservatorship or guardianship of a person or estate. Enter the name of the conservatee or the estate.

Petition To Fix Residence Outside The State Of California GC-085 Step 4: Where indicated, enter the case number, hearing date, department and time.

Petition To Fix Residence Outside The State Of California GC-085 Step 5: On line 1a, indicate with a check mark whether the petitioner is a guardian of either a person or an estate.

Petition To Fix Residence Outside The State Of California GC-085 Step 6: On line 1b, indicate with a check mark whether the petitioner is the conservator of either a person or an estate.

Petition To Fix Residence Outside The State Of California GC-085 Step 7: On line 2, indicate whether your request concerns the residence of a minor or conservatee with a check mark.

Petition To Fix Residence Outside The State Of California GC-085 Step 8: On line 2a, enter the physical address of the location you wish to have fixed.

Petition To Fix Residence Outside The State Of California GC-085 Step 9: On line 2b, enter the telephone numbers of this location.

Petition To Fix Residence Outside The State Of California GC-085 Step 10: Explain the reason for your out-of-state move on line 3. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA GUARDIANSHIP PETITION — CHILD INFORMATION ATTACHMENT (Form GC-210(CA))

The form discussed in this form must be filled out separately for each child when petitioning concerning the California guardianship of the minors in question. This form can be obtained from the website maintained by the California Judicial Branch.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 1: Enter the case number.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 2: Enter the names of all children whose guardianship is concerned.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 3: Enter the name of the child being documented on this copy of the form.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 4: Indicate with a check mark whether this is attached to item 2 of form GC-210 or item 8 of form GC-210(P).

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 5: Indicate with a check mark whether the petition asks for the guardianship of a person, estate or person and estate.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 6: On line 1a, enter the child's full legal name and date of birth.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 7: On line 1b, enter the child's current address.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 8: Line 1c should only be completed if asking for the appointment of this child's person or this child's person and their estate.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 9: On line 1d, indicate with a check mark whether the child is married currently or was married formerly.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 10: At the top of the second page and all subsequent pages, enter the names of all children concerned, the name of the child being documented on this copy, and the case number.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 11: On line 1e, document any public assistance the child is receiving in the table provided.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 12: On line 1f, enter the name and address of the person with legal custody of this child.

California Guardianship Petition — Child Information Attachment GC-210(CA) Step 13: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA CAPACITY DECLARATION — CONSERVATORSHIP (Form GC-335)

The form discussed in this article is completed by a physician, psychologist or religious healing practitioner to enable a California court to determine whether a conservatee or proposed conservatee is able to attend a court hearing to determine whether a conservator should be appointed, if they have the capacity to give informed consent to treatment, or if they have dementia. This form can be obtained from the website maintained by the California Judicial Branch.

California Capacity Declaration — Conservatorship GC-335 Step 1: The first part of the form should be completed by person filing the petition concerning conservatorship. In the first box at the top of the page, enter the name of your attorney, their state bar number, address, telephone party and the name of the represented attorney. If you do not have an attorney, provide your name, address and telephone number instead. In both cases, providing an email address and fax number is optional.

California Capacity Declaration — Conservatorship GC-335 Step 2: In the second box, enter the county in which the court is located, as well as its street address, mailing address, city and zip code and branch name.

California Capacity Declaration — Conservatorship GC-335 Step 3: Check the first box if this concerns conservatorship of a person.

California Capacity Declaration — Conservatorship GC-335 Step 4: Check the second box if this concerns conservatorship of an estate and enter the name of the person whose estate it is.

California Capacity Declaration — Conservatorship GC-335 Step 5: Check the third box if this concerns a conservatee.

California Capacity Declaration — Conservatorship GC-335 Step 6: Check the fourth box if this concerns a proposed conservatee.

California Capacity Declaration — Conservatorship GC-335 Step 7: Where indicated, enter the case number.

California Capacity Declaration — Conservatorship GC-335 Step 8: Check the box on line A if this concerns a conservatee's or proposed conservatee's ability to attend a court date.

California Capacity Declaration — Conservatorship GC-335 Step 9: Check the box on line B if this concerns a conservatee or proposed conservatee's ability to give informed consent to medical treatment.

California Capacity Declaration — Conservatorship GC-335 Step 10: Check the box on line C if this concerns a conservatee or proposed conservatee's potential dementia.

California Capacity Declaration — Conservatorship GC-335 Step 11: The form should then be completed by the applicable medical official.

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.