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Court Rules

Greene County Clerk of Courts - Terri Mazur  

GREENE COUNTY PROBATE COURT

45 N. Detroit Street
Xenia, Ohio 45385
Office Hours: Monday - Friday
8:00 am - 4:00 pm
Phone: (937) 562-5280
FAX: (937) 562-5316

Click here for PDF version

COURT OF COMMON PLEAS
PROBATE DIVISION
GREENE COUNTY, OHIO

LOCAL RULES OF PRACTICE
EFFECTIVE: JANUARY 1, 2003

STATEMENT OF PURPOSE

THE FOLLOWING RULES OF PRACTICE ARE ESTABLISHED TO SUPPLEMENT

THE RULES OF SUPERINTENDENCE FOR THE COURTS OF OHIO, AS 

ADOPTED AND AMENDED BY THE SUPREME COURT OF OHIO, EFFECTIVE 

JULY 1, 2002.   THE LOCAL RULES OF SUPERINTENDENCE, AND SAID LOCAL 

RULES MUST BE READ IN CONJUNCTION THEREWITH.

SUP.R.9 SECURITY PLAN: CONFIDENTIALITY

Local Rule 9.1 Security Plan

SUP.R.11 RECORDING OF PROCEEDINGS

Local Rule 11.1 Recording of Proceedings

SUP.R.26 COURT RECORDS MANAGEMENT AND RETENTION

Local Rule 26.1 Court Records Management and Retention

SUP.R.51 STANDARD PROBATE FORMS

Local Rule 51.1 Form Availability

SUP.R.52 SPECIFICATION FOR PRINTING PROBATE FORMS

Local Rule 52.1 Computerized Forms

SUP.R.53 HOURS OF THE COURT

Local Rule 53.1 Hours of the Court

SUP.R.55 EXAMINATION OF PROBATE RECORDS

Local Rule 55.1 Withdrawal of Files

SUP.R.57 FILINGS AND JUDGMENT ENTRIES

Local Rule 57.1 Facsimile Filings

Local Rule 57.2 Complete Street Address

Local Rule 57.3 Case Number

Local Rule 57.4 Original Signatures

Local Rule 57.5 Fiduciary Signature

Local Rule 57.6 Court Filings

Local Rule 57.7 Forwarding Copies

Local Rule 57.8 Issuance of Summons

Local Rule 57.9 Disposition of Exhibits

Local Rule 57.10 Certificate of Notice of Entry of Judgment


SUP.R.58 DEPOSIT FOR COURT COSTS

Local Rule 58.1 Costs

Local Rule 58.2 Witness Fees

Local Rule 58.3 Release of Adoption Proceedings

Local Rule 58.4 Filing Transcripts, Exhibits, or Foreign Records

SUP.R.59 WILLS

Local Rule 59.1 Certificate of Service of Notice of Probate of Will

Local Rule 59.2 Examine Will Index

SUP.R.60 APPLICATION FOR LETTERS OF AUTHORITY TO ADMINISTER ESTATE AND NOTICE OF APPOINTMENT

Local Rule 60.1 Appointment of Nonresident Fiduciaries

Local Rule 60.2 Death Certificate to be Exhibited

SUP.R.61 APPRAISERS

Local Rule 61.1 Appraiser Fees

SUP.R.64 ACCOUNTS

Local Rule 64.1 Fiduciary's Signature

Local Rule 64.2 Delinquency in Filing an Account

Local Rule 64.3 Vouchers

Local Rule 64.4 Payment of Debts

Local Rule 64.5 Proceeds from Sale of Real Estate

Local Rule 64.6 Time for Filing

Local Rule 64.7 Certificate of Service of Notice of Heirs

SUP.R.66 GUARDIANSHIPS

Local Rule 66.1 Guardianship of Minors

Local Rule 66.2 Release of Funds

Local Rule 66.3 Deposit of Wills

Local Rule 66.4 Change of Address

Local Rule 66.5 Guardian's Report

Local Rule 66.6 Termination

Local Rule 66.7 Notice for Guardianship of Adults

SUP.R.68 SETTLEMENT OF INJURY CLAIMS OF MINORS

Local Rule 68.1 Birth Certificate

Local Rule 68.2 Written Narrative

SUP.R.70 SETTLEMENT OF WRONGFUL DEATH AND SURVIVAL CLAIMS

Local Rule 70.1 Settlement of Claims

Local Rule 70.2 Written Narrative

SUP.R.71 COUNSEL FEES

Local Rule 71.1 Attorney Fees in Estates

Local Rule 71.2 Attorney Fees in Trusts and Guardianships

SUP.R.73 GUARDIAN'S COMPENSATION

Local Rule 73.1 Guardian's Compensation

SUP.R.74 TRUSTEE'S COMPENSATION

Local Rule 74.1 Trustee's Compensation

SUP.R.75 LOCAL RULES

Local Rule 75.1 Adoptions

Local Rule 75.2 Adoptions

Local Rule 75.3 Estate Appraisers

Local Rule 75.4 Claims Against Estates

Local Rule 75.5 Release of Estate From Administration

Local Rule 75.6 Wills Deposited for Safekeeping

Local Rule 75.7 Wills in Safe Deposit Box

Local Rule 75.8 Surviving Spouse Waiver of Service of Citation to Elect

Local Rule 75.9 Forms Must be Typewritten or Clearly Legible

SUP.R.78 CASE MANAGEMENT IN DECEDENT'S ESTATES, GUARDIANSHIP AND TRUSTS

Local Rule 78.1 Case Management

Local Rule 78.2 Withdrawal of Counsel

Local Rule 78.3 Inventory

Local Rule 78.4 Guardianship and Trust Accounts

Local Rule 78.5 Extended Administration

SUP. R. 9 Security Plan: Confidentiality

Local Rule 9.1 SECURITY PLAN

Pursuant to a Supreme Court of Ohio resolution dated July 26, 1995, the Greene County Probate Court has determined the entire Security Plan as submitted to the Supreme Court of Ohio, effective January 1, 2001, be maintained as confidential and not a matter of public record.

SUP. R. 11 Recording of Proceedings

Local Rule 11.1 RECORDING OF PROCEEDINGS

The Court digitally records all contested hearings as the official record of the Court unless a stenographic record is requested. Parties who desire to have a stenographic record of the proceedings must make their own arrangements for a court reporter at least twenty-four hours prior to the scheduled hearing. The requesting party shall pay the costs of the stenographic record unless otherwise ordered by the Court.

Any interested party or an attorney may request a digital recording be transcribed by an stenographer approved by the Court. A CD will be provided to the stenographer. The person making the request shall pay the costs of the CD and the transcription.

All digital recorded proceedings will be maintained by the Court for two years from the date of the hearing. Any interested person desiring to preserve the records beyond that period must make arrangements to have the record transcribed.
 

SUP. R. 26 Court Records Management and Retention

Local Rule 26.1 COURT RECORDS MANAGEMENT AND RETENTION

The court has a Schedule of Records Retention and Disposition maintained by the County Archivist which will be followed in conjunction with the Rules of Superintendence for the Courts of Ohio.

SUP. R. 51 Standard Probate Forms

Local Rule 51.1 FORM AVAILABILITY

Approved forms for use in the Greene County Probate Court are available at the Court and on the court's website: www.co.greene.oh.us/probate.

SUP. R. 52 Specifications For Printing Probate Forms

Local Rule 52.1 COMPUTERIZED FORMS

Computer generated forms must comply with the specifications and format outlined by the Rules of Superintendence. The signature of the applicant or attorney constitutes a certificate that the computer generated forms comply with the rules.

All computer forms presented for filing must be generated with the exact wording as well as blank lines as they appear in the uniform forms.

SUP. R. 53 Hours of The Court

Local Rule 53.1

The Probate Court shall be open for the transaction of business from 8:00 a.m. to 4:00 p.m., Monday through Friday, except holidays. All pleadings requiring a new case number or the payment of Court costs shall be filed by 3:30 p.m. The Marriage License Bureau shall be open for business from 8:00 a.m. to 3:30 p.m., Monday through Friday, except holidays.

SUP. R. 55 Examination of Probate Records

Local Rule 55.1 WITHDRAWAL OF FILES

Only attorneys and recognized title examiners are permitted to remove files from the Court. The removal of the file from the Court must be approved by the Judge or a deputy clerk.

All files removed from the Court must be returned the following business day.

SUP. R. 57 Filings and Judgment Entries

Local Rule 57.1 FACSIMILE FILINGS

The Court will accept filings by facsimile transmission, subject to the following provisions:

A document filed by facsimile transmission shall be accepted as the original consistent with Civil Rule 5(E), if the person sending the document by facsimile transmission files with the Clerk of Courts the original document, together with any fees or costs, by the close of business on the fifth day after the date of transmission. Failure to so file the original and pay the fees and costs shall result in such document being stricken without motion, the document shall thereupon be deemed not filed.

The person filing the document by facsimile shall provide therewith identification information on a cover page, including the caption of the document. The cover page shall indicate the number of pages included in the transmission.

Subject to paragraph (A) above, all documents filed by facsimile shall be considered filed when the date and time have been stamped thereon by the Clerk of Courts. For the purpose of this section, the date and the time stamp produced by the Clerk's facsimile machine shall constitute the date and time stamp of the Clerk of Courts. All risks of transmission shall be borne by the sender.

Fees for this service are as follows: $2.00 per transmission plus $.50 per page. Each transmission shall be limited to one (1) case. These fees shall be taxed as costs.

Filing by electronic means should be limited to filings of an emergency or time critical nature. In the event the court determines that papers filed by electronic means are not of such nature, it may, on the motion of the responding party or on its own motion, order such papers stricken.

Local Rule 57.2 COMPLETE STREET ADDRESS

When required on a Court document, an attorney or fiduciary address must be a street address and if applicable, any post office box numbers used as a mailing address. The address of the fiduciary must be the fiduciary's legal address. A fiduciary who is an attorney at law may use an office address.

Reasonable diligence shall be exercised to obtain the complete street addresses of the surviving spouse, next of kin, legatees and devisees.

Local Rule 57.3 CASE NUMBER

All filings must include the case number and the name and address of the attorney.

Local Rule 57.4 ORIGINAL SIGNATURES

All filings must contain original signatures. In all matters with multiple fiduciaries, the signature of all fiduciaries is required on all documents including fiduciary checks.

Local Rule 57.5 FIDUCIARY SIGNATURE

Any pleading, filing, or other document which by law or rule requires the fiduciary's signature, shall have the original signature of the fiduciary. The attorney for the fiduciary may not sign for the fiduciary.

Local Rule 57.6 COURT FILINGS

All filings must be legible, on 8 1/2" by 11" paper and the type size for the body of the document be not less than ten (10) point or greater than twelve (12) point. The Court will accept for filing only those pleadings which are complete.

Local Rule 57.7 FORWARDING COPIES

The Court will not return file stamped copies by mail unless submitted with a return, self-addressed, stamped envelope.

Local Rule 57.8 ISSUANCE OF SUMMONS

Summons shall be filed with all original and amended complaints or petitions in civil actions.

Local Rule 57.9 DISPOSITION OF EXHIBITS

All exhibits offered for admission during a hearing or trial shall be labeled by party name and item identification. In a proceeding recorded by a Court stenographer, custody of exhibits admitted or proffered shall be given to the stenographer, unless otherwise ordered by the Court. If the proceeding is electronically recorded, exhibits shall be filed in the Court case file, unless otherwise ordered by the Court.

Upon agreement of the parties or by order of the Court, copies may be substituted for the original exhibits.

Disposal of exhibits shall be pursuant to Sup.R. 26.

Local Rule 57.10 CERTIFICATE OF NOTICE OF ENTRY OF JUDGMENT

Any proposed entry submitted to the Court which is subject to Civil Rule 58(B) as modified by Civil Rule 73(I) shall contain a certificate of service including the names and addresses of all parties and other interested persons required to be served.

SUP. R. 58 Deposit for Court Costs

Local Rule 58.1 COSTS

Changes effective: April 1, 2009

Initial Filing Fees shall be paid upon the filing of the first document in the case as follows:

(A) Full Administration Estates:

        With Will - no real estate                                 $210.00    
        With Will - real estate                                      $218.00   
        No Will - no real estate                                    $190.00
        No Will - real estate                                         $198.00 

         Appointment for wrongful death
           death purposes only:
                with will                                                   $ 180.00
                no will                                                      $ 160.00  

(Note: Add an additional $11.00 if an election is required
         Add an additional $5.00 if there is an election  waiver filed)

(B) Relief from Administration                                   $139.00

(C) Short Release of Estate                                        $109.00

(D) Summary Release of Estate                                 $109.00

(E) Will & Affidavit                                                     $ 93.00

(F) Estate Tax Only                                                    $ 93.00

(G) Probate Will Only                                                 $ 93.00

(H) Certificate of Transfer Only                                  $ 86.00

(I) Certificate of Transfer Only                                   $ 43.00

DOES NOT INCLUDE COST OF ANY CERTIFIED COPY OF LETTERS OF AUTHORITY IN ESTATES OR ENTRIES ON RELEASE OF ESTATE CASES

(J) Change of Name                                                   $ 138.00

(K) Guardianship, Conservatorship, Testamentary
        Trusts, Successor Custodian                               $153.00
                                                                                   (service fees and/or guardianship
                                                                                    investigation fee shall be paid on
                                                                                    date of hearing)

(L) Minor Settlement without Appointment of
        Guardian                                                           $103.00

(M) Adoption
        With Placement                                                 $1
93.00
        Without Placement                                            $183.00

(N) Probate Civil Cases 
        - filing with companion case                             $ 118.00
        - filing with no companion case                        $ 144.00

(O) Deposit of Will for safekeeping                            $ 33.00

(P) Safe Deposit Box Commissioner                         $ 54.00
           Appointment Only

Local Rule 58.2 WITNESS FEES

Witness fees must be requested at the conclusion of the hearing for which the subpoena was issued. If not requested at that time, the fee is waived.

Local Rule 58.3 RELEASE OF ADOPTION INFORMATION

The fee for filing a petition for the release of adoption information pursuant to Ohio R.C.2101.16(F) shall be $50.00.

Local Rule 58.4 FILING TRANSCRIPTS, EXHIBITS, OR FOREIGN RECORDS

The filing fee required by Ohio R.C.2101.16(A)(57) shall be paid at the time of filing the transcript, exhibits, or foreign records.

SUP. R. 59 Wills

Local Rule 59.1 CERTIFICATE OF SERVICE OF NOTICE OF PROBATE OF WILL

The applicant for the admission of a will to probate or other person listed in Ohio R.C. 2107.19(A)(4) shall file a Certificate of Service of Notice of Probate of Will (Standard Probate Form 2.4) not later than two months after the appointment of the fiduciary, or, if no fiduciary has been appointed, not later than two months after the admission of the will to probate. Proof of service shall consist of either waivers of notice of the probate of the will or original certified mail return receipt cards as provided under Civil Rule 73(E)(3). A waiver of notice may not be signed by any minor, or on behalf of a minor sixteen (16) or seventeen (17) years of age.

Failure to file a Certificate of Service of Notice of Probate of Will within the two month period will make the fiduciary subject to removal.

Local Rule 59.2 EXAMINE WILL INDEX

Before an application is made to admit the will to probate, to appoint an estate fiduciary, or to relieve an estate from administration, each applicant or the applicant's attorney shall examine the index of wills deposited pursuant to section 2107.17 of the Revised Code. Wills deposited pursuant to section 2107.17 of the Revised Code previous to the will offered for probate shall be filed in the estate proceeding for record purposes only.

SUP. R. 60 Application For Letters Of Authority To Administer Estate and Notice Of Appointment

Local Rule 60.1 APPOINTMENT OF NONRESIDENT FIDUCIARIES

An applicant to be appointed fiduciary of the decedent's estate, or trust, who is not a resident of this state, must be in compliance with Ohio R.C. 2109.21 and use as the attorney of record an attorney licensed to practice law in this State. To assure the assets remain in Greene County, Ohio, during the administration of the estate or trust, the applicant must meet one or more of the following criteria as required by the Court:

A. Place a substantial amount of the decedent's personal assets in a custodial depository in this county, pursuant to Ohio R.C. 2109.13;

B. Have a co-fiduciary who is a resident of this State;

C. Post a bond in compliance with Ohio R.C. 2109.04.

Local Rule 60.2 DEATH CERTIFICATE TO BE EXHIBITED

Upon filing of an Application for Authority to Administer the Estate, the applicant shall exhibit to the Court a certified copy of the decedent's death certificate unless waived by the Court for good cause shown.

SUP. R. 61 Appraisers

Local Rule 61.1 APPRAISER'S FEES

Appraisers shall be paid a reasonable fee as negotiated between the fiduciary, attorney, and appraiser. The court has not established a guideline for appraiser's fees. See more information regarding appraisers in Local Rule 75.3.

SUP. R. 64 Accounts

Local Rule 64.1 FIDUCIARY'S SIGNATURE

All accounts must be personally signed by the fiduciary and contain the full name, current resident address, and telephone number of the fiduciary.

All fiduciaries must sign the account when multiple fiduciaries have been appointed.

Local Rule 64.2 DELINQUENCY IN FILING AN ACCOUNT

No expenditure, sale, distribution or fee will be approved while the fiduciary is delinquent in filing an account. See also Sup.R.78.

Local Rule 64.3 VOUCHERS

When the decedent's date of death is on or after January 1, 2002, original vouchers are not required.

When the decedent's date of death is prior to January 1, 2002, vouchers are required. However, if the estate is solvent, in lieu of submitting vouchers, the fiduciary may file with the account, a waiver and consent from all the beneficiaries acknowledging each received a copy of the account, waives notice of the hearing on the account, and consents to the filing of the account. The signature of each beneficiary must be dated.

The Court will accept as a voucher a statement from a financial institution specifying the payee, check amount and date of payment.

Local Rule 64.4 PAYMENT OF DEBTS

The fiduciary in a decedent's estate shall pay and disclose in the estate account all valid debts unless otherwise determined by law.

Local Rule 64.5 PROCEEDS FROM SALE OF REAL ESTATE

If real estate is sold during the accounting period, the account shall show the gross amount of the proceeds and include a copy of the closing statement itemizing all of the disbursements, and the account shall take a credit for all disbursements.

Receipts for distributive shares signed by persons holding power of attorney may be accepted, provided the power of attorney is recorded in the county in which the estate is being administered and a copy of the recorded power is attached to the account. See additional rules regarding sale of real estate in Local Rule 78.1.

Local Rule 64.6 TIME FOR FILING

For decedent's estates, the final and distributive account due within six (6) months after appointment of the fiduciary may be extended by motion for up to thirteen (13) months for the reasons enumerated in Ohio R.C.2109.301(B)(1). All subsequent accounts must be filed on an annual basis unless the Court otherwise orders. Failure to file accounts shall cause a citation to be issued.

The Court will require a partial account to be filed when a final account or motion to extend administration cannot be filed.

For guardianship and trusts, the first account shall be filed not later than one (1) year following the date of appointment of the fiduciary and all subsequent accounts shall be filed on an annual basis, unless otherwise ordered by the Court. Failure to file accounts shall cause a citation to be issued.

Local Rule 64.7 CERTIFICATE OF SERVICE OF NOTICE TO HEIRS

For all estates of decedents with dates of death on or after January 1, 2002, a Certificate of Service of Account to heirs or beneficiaries (Standard Form 13.9), shall be filed with the Court disclosing that the executor or administrator has provided a copy of the account to all persons entitled thereto under Ohio R.C.2109.32(B)(1).

Verifications of proof that will be accepted are as follows:
    1. return receipt for certified mail (green cards)
    2. waiver signed stating copy of account was received (not waiver of hearing on account)
    3. receipt or cancelled check for specific bequest or devise signed or endorsed by beneficiary.

This certificate shall be signed by the executor or administrator and filed with the probate court prior to or simultaneously with the filing of the account.

SUP. R. 66 Guardianships

Local Rule 66.1 GUARDIANSHIP OF MINORS

A certified copy of the minor's birth certificate must be filed with the guardian's application.

The Court will not establish a guardianship for school purposes only. Custody for school purposes is a matter to be heard and determined by the Juvenile or Domestic Relations Division.

The Court will not establish any guardianship over the person of a minor where another Court has jurisdiction over custody of a minor.

Local Rule 66.2 RELEASE OF FUNDS

Funds in the name of the ward shall not be released to the guardian without a specific court order.

Local Rule 66.3 DEPOSIT OF WILLS

The guardian must deposit with the Court any and all wills of the ward for safekeeping in accordance with Ohio R.C.2107.07.

Local Rule 66.4 CHANGE OF ADDRESS

A guardian appointed by this Court shall inform the Court as to any change of address of the guardian or ward. This notification must be made within thirty (30) days of the address change. Failure to notify the Court under this rule may result in the guardian being removed.

Local Rule 66.5 GUARDIAN'S REPORT

The guardian of the person shall file the guardian's annual report.

When a physician or clinical psychologist states on a Statement of Expert Evaluation that to a reasonable degree of medical certainty it is unlikely the ward's mental competence will improve, the Court will dispense with the filing of subsequent Statement of Expert Evaluation when subsequent guardian's reports are filed.

Local Rule 66.6 TERMINATION

Applications to terminate a guardianship of a minor require notice to all persons designated in Ohio R.C.2111.04 and any other individuals who received actual notice of the original appointment of the guardian.

Local Rule 66.7 NOTICE FOR GUARDIANSHIP OF ADULTS

In addition to those entitled to notice of the hearing on the application for the appointment of a guardian of an adult under Ohio R.C.2111.04, the applicant shall disclose to the Court the names and addresses of all adult children of the proposed ward known to reside in this state. The Court shall serve the adult children with notice of the time and date of the hearing, unless the notice is waived.

SUP. R. 68 Settlement of Injury Claims of Minors

Local Rule 68.1 BIRTH CERTIFICATE

A certified copy of the minor's birth certificate must be presented to the Court upon the filing of the application to settle a minor's claim.

Local Rule 68.2 WRITTEN NARRATIVE

A written narrative setting forth the circumstances of the minor's injury shall be filed with the application for settlement thereof.

SUP. R. 70 Settlement of Wrongful Death And Survival Claims

Local Rule70.1 SETTLEMENT OF CLAIMS

The application to settle a claim for wrongful death and the apportionment of the proceeds are two distinct matters for which the Court may require separate hearings.

Local Rule 70.2 WRITTEN NARRATIVE

A written narrative setting forth the circumstances of the wrongful death shall be filed with the application for settlement thereof.

SUP. R. 71 Counsel Fees

Local Rule 71.1 ATTORNEY FEES IN ESTATES

Attorney fees, which do not exceed the guidelines hereinafter set forth, and fiduciary fees, established by statute will be approved without hearing, unless the amount of such fees is challenged. A form provided by the Court which sets forth the computation of said fees will be signed by the fiduciary and attorney and filed. Neither fiduciary fees nor attorney fees shall be paid before an account is being prepared, unless prior court approval is secured.

The schedule of compensation for attorney fees is merely a guide. It is not a minimum fee or a maximum fee. However, fees in excess of this schedule will be approved only upon application, notice to beneficiaries and hearing. In many estates, the guidelines might result in an excessive fee. In such cases fees shall be reduced voluntarily. (No attorney fees will be approved, if the fiduciary is an attorney and charges the statutory fiduciary fee, without application, notice to beneficiaries and hearing. A conference is recommended in these instances at the outset of the administration to avoid confusion, embarrassment and/or misunderstanding.)

5% of the first $30,000
4% of the next $70,000
3% of the next $200,000
2% of the balance

Landsale Proceeding (Delete value from the above computation)
6% of the first $50,000
4% of the balance

Note: real estate purchased by surviving spouse is not subject to this increased fee.

Total Non Probate Assets (Joint and survivorship property and real estate transferred on death.) Note: Fee is based upon ½ of the total value of joint and survivorship property and T.O.D. real estate when beneficiary is spouse.
2% of the first $100,000
1% of the balance

Note: If the attorney is also the fiduciary, the attorney fee shall be limited to 2% of probate assets plus the schedule above for non probate assets.

Note: Fiduciary fee shall be paid pursuant to Ohio R.C. 2113.35.

Local Rule 71.2 ATTORNEY FEES IN TRUSTS AND GUARDIANSHIPS

Fees shall be based upon the number of hours of legal services provided, charged at a reasonable hourly rate.

All such fees are subject to review and possible modification by the Court.

SUP. R. 73 Guardian's Compensation

Local Rule 73.1 GUARDIAN'S COMPENSATION

Guardian's compensation shall be 5% of the income. There shall be no fee based upon corpus value, and no fee based upon distribution.

Additional compensation may be considered upon application, notice to next of kin and hearing.

SUP. R. 74 Trustee's Compensation

Local Rule 74.1 TRUSTEE'S COMPENSATION

Except where the instrument creating the trust makes provision for compensation, trustees subject to this Court's jurisdiction may, upon application and entry, be allowed compensation annually for ordinary services in connection with the administration of each separate trust in accordance with the following schedule.

Realty Fee
10% of gross (direct management)
OR
5% of net (managed by others)

Personalty Fee
5% of the income
AND
$2.50 per thousand on the fair market value
of the first $300,000
$1.50 per thousand on the balance

Compensation for corporate fiduciaries who are exempt from bond pursuant to Ohio R.C.1111.21 shall be approved in accordance with their published fee schedule if the fee schedule is filed in this court. Vested trust beneficiaries affected by the payment of fees shall be notified by the trustee of any changes in its corporate fee schedule.

Additional compensation for extraordinary services or allowance for expenses may be granted on application and entry, which shall be set for hearing unless waived by the Court.

SUP. R. 75 Local Rules

Local Rule 75.1 USE OF FORMS

It shall be the responsibility of the fiduciary and attorney to insure that any forms used reflect the current law. The Probate Court will endeaver to see that forms provided by the court and forms provided on our website do reflect current law, but Probate Court does not warrant the reliability or timeliness of said forms.

Local Rule 75.2 ADOPTIONS

A. An original and a copy of all petitions, interlocutory decrees, and final decrees shall be filed in every adoption case. Additional copies of the petition shall be submitted as required for service.

B. In private placement adoptions, a placement application on a form prescribed by the Court shall be filed by the proposed adopting parents.

C. Once the application for placement has been filed in the Court, a hearing shall be held not less than seventy-two (72) hours after the birth of the child and after the parent(s) have met with the adoption assessor.

D. In all adoption cases, court costs are required to be paid at the time of the filing.

E. The criminal background checks and the Ohio Job & Family Services checks shall be filed in all adoption cases.

G. Adoption assessors who meet with the birth parent(s) in the course of preparing a

report for an adoption proceeding in this Court shall provide the birth parent(s) with a

copy of the brochure prepared pursuant to Ohio R.C. 3107.082 and 3107.083, and shall file a Certificate of Service form with the court prior to the first hearing.

Local Rule 75.3 ESTATE APPRAISERS

A. Without special application to the court, a fiduciary may allow to the appraiser as compensation for services a reasonable amount agreed upon between the fiduciary and the appraiser.

B. If, by reason of the special and unusual character of certain property to be appraised, the fiduciary is of the opinion that the appraisal requires the services of the persons qualified in the evaluation of that property, the court will appoint a special appraiser to appraise said property.

Local Rule 75.4 CLAIMS AGAINST ESTATE

A. When a claim has been filed with the court pursuant to Section 2117.06 of the Revised Code, the fiduciary shall file a copy of any rejection of the claim with the court.

Local Rule 75.5 RELEASE OF ESTATE FROM ADMINISTRATION

A. The Court shall select and appoint Commissioners, when required, in estates released from administration. Specific authority shall be given to the appointed commissioner.

B. A short form release from administration may be filed when evidence is presented to establish:

    1. Gross assets are less than Ten Thousand Dollars ($10,000.00) and no real estate.

    2. The funeral expenses to the extent of the estate priority pursuant to Ohio R. 2117.25(B) have been paid, or appropriate plans have been made to pay same.

C. The Court may waive a noticed hearing in those instances where it appears no beneficiaries or creditors will be prejudiced.

D. Upon the filing of an Application to Relieve Estate from Administration, the applicant shall exhibit to the Court a certified copy of the decedent's death certificate.

Local Rule 75.6 WILLS DEPOSITED FOR SAFEKEEPING

Any person placing a will on deposit in this Court shall sign a written statement acknowledging the will is being placed on deposit at the request of the testator or guardian of the testator and identify the testator's current address and telephone number.

Wills on deposit will only be released to the testator with proper identification.

After the testator's death, wills deposited for safekeeping pursuant to Ohio R.C. 2107.07 shall only be released to a court of probate jurisdiction.

Local Rule 75.7 WILLS IN SAFE DEPOSIT BOX

The Court will appoint the attorney for a decedent's estate or a deputy clerk of this Court as a Commissioner to list the contents of the box and retrieve the decedent's will and codicils from the decedent's safe deposit box for delivery to the Court.

Local Rule 75.8 SURVIVING SPOUSE WAIVER OF SERVICE OF THE CITATION TO ELECT

A surviving spouse who is eighteen years of age or older and not under disability may waive the service of the citation required under Section 2106.01(A) of the Revised Code by filing in the probate court a written waiver of the citation. The waiver shall include an acknowledgment of receipt of the description of the general rights of the surviving spouse required by division (B) of section 2106.02 of the Revised Code.

Local Rule 75.9 FORMS MUST BE TYPEWRITTEN OR CLEARLY LEGIBLE

All paperwork submitted to this court for filing must be typewritten or printed in such a manner that all of the wording is clearly legible.

Otherwise, the court will refuse to file same.

SUP. R. 78 Case Management in Decedents' Estates, Guardianships and Trusts

Local Rule 78.1 CASE MANAGEMENT

For the purpose of insuring the readiness of proceedings in the Greene County Probate Court, the following procedure, shall be in effect:

I. CIVIL ACTIONS: (Excluding Land Sales)

A. All cases must have a general file number before a civil action may be filed.

B. A status conference and a pretrial conference shall be conducted in all civil actions unless otherwise ordered by the Court.

C. Within thirty (30) days after the final answer day, the case shall be set by plaintiff's counsel for a status conference.

D. Plaintiff's counsel shall give not less than fourteen (14) days notice of the status conference to all counsel of record and/or all parties not represented by counsel who have entered an appearance.

E. Status Conference. All counsel must have full authority to enter into binding orders. Unless otherwise ordered by the Court, the following matters and decisions shall be addressed at the status conference:

    1. the possibility of settlement of the action;

    2. a discovery schedule shall be agreed upon by all parties or set by the Court;

    3. a date of exchange of expert witness reports shall be determined;

    4. a final date for filing all motions which shall not be later than twenty-eight (28) days before the pretrial conference. No further motions shall be considered without good cause shown and leave of Court;

    5. the date for the pretrial conference shall be set by the Court and shall be no more than fourteen (14) days before the trial;

    6. the date for trial shall be set by the Court.

F. Pretrial Conference. All counsel must have full authority to enter into binding orders. Unless otherwise ordered by the Court, the following matters and decisions shall be addressed at the pretrial conference:

    1. the Court may rule on any pending motions;

    2. the following shall be submitted:

        a. trial briefs;

        b. witness lists;

        c. exhibit lists;

        d. exhibits as ordered by the Court;

        e. proposed jury instructions;

        f. proposed jury interrogatories.

    3. Clients shall be present unless their presence has been excused by the Court.

G. Witness lists exchanged between parties and/or presented to the Court are to provide the name and, if known, the address and telephone number of each person intended to be called as a witness.

H. The trial date shall not be continued without good cause shown and order of the Court.

II. CIVIL ACTIONS: LAND SALES

A. All cases must have a general file number before a civil action may be filed.

B. All land sales which have not been concluded within one (1) year from the date of filing shall be set for status conference by plaintiff's counsel within thirty (30) days following the expiration of one (1) year.

    1. The fiduciary and the attorney must attend the status conference.

    2. A written status report shall be submitted to the Court at the status conference. The status report shall address pending issues and the efforts being made to conclude the land sale.

    3. The fiduciary shall show cause why the Court should not order public sale of the real estate.

III. MOTIONS

A. Motions for continuance shall be submitted in writing with the proper caption and case number.

Except on motion of the court, no continuances shall be granted in the absence of proof of reasonable notice to, or consent by, the adverse party or the party's counsel. Failure to object to the continuance within reasonable time after receiving notice shall be considered consent to the continuance.

A proposed entry shall be filed with a motion for continuance, leaving the time and date blank for the court to set a new date.

B. All motions filed in this Court shall be accompanied by a memorandum stating the grounds and citing the authorities relied upon. Opposing counsel or a party shall serve the response memorandum on or before the fourteenth (14th) days after the date of service as set forth on the certificate of service attached to the served copy of the motion. The moving party shall serve any reply memorandum on or before the seventh (7th) day after the date of service as set forth on the certificate of service attached to the served copy of the response memorandum. On the twenty-eight (28th) day after the motion is filed, the motion shall be deemed submitted to the Court unless a prior written request for an oral hearing has been filed and approved by the Court. The time and length of any oral hearing shall be fixed by the Court. Except as otherwise provided, this rule shall apply to all motions.

C. Motions for summary judgments are subject to the preceding Paragraph (A) and set for non-oral hearing on the twenty-eighth (28th) day following the filing of the motion for summary judgment. The filing of opposing affidavits and supporting documents are subject to Civ. R. 56.

D. Motions for temporary restraining orders, preliminary injunctions, or similar urgent equitable relief, applications and motions relating to administrative matters, and appointments shall be submitted to the Court at a time set by the Court. When required, notice of the time and place of the hearing shall be served upon any adverse party or their counsel by the moving party.

E. Interrogatories under Civ. R. 33, requests for production or inspection under Civ. R. 34, and requests for admissions under Civ. R. 36 shall be served upon other counsel or parties in accordance with these rules, but shall not be filed with the Court. The party responding may file with the Court interrogatories and requests together with any responses and objections. If relief is sought under Civ. R. 26(C) or Civ. R. 37 concerning any interrogatories, requests for production or inspection, and request for admissions, copies of the portions of the documents which are in dispute shall be filed with the Court contemporaneously with any motion filed under Civ. R. 26(C) or Civ. R. 37.

IV. MENTAL ILLNESS AND MENTAL RETARDATION HEARINGS

All hearings shall comply with R.C. Chapters 5122 and 5123.

V. ADOPTIONS

The status of pending pre-placement applications and adoption proceedings shall be reviewed annually and the Court may order further action as necessary. Also see Local Rule 75.1 for more adoption rules.

VI. MISCELLANEOUS MATTERS

All miscellaneous matters shall be reviewed annually and the Court shall order further action as necessary.

VII. FAILURE TO COMPLY

Failure to comply with the Case Management Rule may result in dismissal pursuant to Civ. R. 41 and other sanctions, including but not limited to, payment of costs and attorney fees.

Local Rule 78.2 WITHDRAWAL OF COUNSEL

A. An attorney desiring to withdraw shall file a motion to withdraw stating the reasons for withdrawal. The motion shall contain the last known address and telephone number of the client. The Court shall not issue an entry approving the withdrawal until the attorney has filed a certification that the following conditions have been fulfilled:

    1. Notice has been given to the client stating all filing deadlines affecting the client;

    2. Notice has been given to all attorneys, unrepresented parties, and interested persons;

    3. Attorneys withdrawing from representation of a fiduciary shall file the written acknowledgment of the withdrawal signed by the fiduciary or withdrawal shall be granted after a hearing with notice to the fiduciary. The attorney shall also notice any bonding agencies involved.

B. No attorney shall be permitted to withdraw from a case sooner than twenty (20) days prior to a trial or dispositive hearing, except for extraordinary circumstances that require permission of the Court.

C. Substitution of counsel shall be in writing but does not require approval of the Court. Notice shall be given to all attorneys, unrepresented parties, and interested persons.

Local Rule 78.3 INVENTORY

A. In lieu of the appraiser signing the estate inventory, the fiduciary may attach to the inventory the original appraisal(s) containing the signature of the appraiser(s).

B. The inventory shall contain the address, legal description, and parcel number of the interest in the real estate of the decedent or ward.

C. The Court will not approve distribution, sale or expenditure of any estate or guardianship assets prior to the filing of the inventory.

D. All fiduciaries must sign the inventory when multiple fiduciaries have been appointed.

Local Rule 78.4 GUARDIANSHIP AND TRUST ACCOUNTS

Guardians' accounts and Trustees' accounts are governed by R.C. 2109.302 - .303. However, in Greene County Probate Court, guardians and trustees are ordered to file accounts every year.

Local Rule 78.5 EXTENDED ADMINISTRATION

All estates will initially be scheduled according to the six (6) month administration schedule of Ohio R.C. 2109.301(B). In those estates meeting the requirements for extended administration stated in R.C. 2109.30(B)(1)(a)-(f), the administrator or executor shall file an application to extend the filing deadlines.

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