INSTRUCTIONS: OHIO WAIVER OF PARTIAL ACCOUNT (Form 13.4)
The form discussed in this article should be used if Ohio legatees, devisees or heirs of a decedent have waived their right to receive a partial account. This document can be obtained from the website maintained by the Supreme Court of Ohio and the Ohio Judicial System. Note that this document should not be confused with form 113.01, which is utilized in wrongful death cases and can be filed annually in place of a fiduciary's account. If the legatees, devisees or heirs do not waive their right to the partial account, the fiduciary in charge of administration is require to file form 13.2, which documents the assets remaining in the fiduciary's control.
Ohio Waiver Of Partial Account 13.4 Step 1: Enter the name of the county in which the probate court is located on the first blank line.
Ohio Waiver Of Partial Account 13.4 Step 2: Enter the name of the decedent whose estate is being administered on the second blank line.
Ohio Waiver Of Partial Account 13.4 Step 3: Enter the assigned case number on the third blank line.
Ohio Waiver Of Partial Account 13.4 Step 4: Enter the due date for the partial account on the fourth blank line.
Ohio Waiver Of Partial Account 13.4 Step 5: Enter the date on the fifth blank line.
Ohio Waiver Of Partial Account 13.4 Step 6: Enter the name of the fiduciary on the sixth blank line.
Ohio Waiver Of Partial Account 13.4 Step 7: To complete the document, you must obtain the signatures of all legatees, devisees or heirs not under legal disability who are waiving their right to the filing of the partial account by the fiduciary. By signing their document, these parties are waiving their right and consenting to the filing of this waiver instead. Obtain their signatures.
Ohio Waiver Of Partial Account 13.4 Step 8: File the document with the supervising probate court. A copy of the form should be maintained for your records.
Ohio Waiver Of Partial Account 13.4 Step 9: If you are filing an application and entry to extend administration (form 13.81), you may file this waiver of partial account along with this application.