INSTRUCTIONS: OHIO CERTIFICATE OF SERVICE OF ACCOUNT TO HEIRS OR BENEFICIARIES

To document service of an account related to an Ohio estate, the document discussed in this article should be filed with the supervising probate court. This document can be obtained from the website maintained by the Supreme Court of Ohio.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 1: Enter the name of the county in which the probate county is located on the first blank line.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 2: Enter the name of the estate on the second blank line.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 3: Enter the case number on the third blank line.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 4: Enter the type of account on the fourth blank line.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 5: Enter the date on which service of a true and accurate copy of the account was served on all heirs and beneficiaries on the fifth blank line.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 6: Check the first statement if you were unable to deliver a true and accurate copy of the account to a heir or beneficiary whose address is unknown. If so, enter the name of the heir or beneficiary.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 7: Check the second statement if you did not serve a beneficiary who received a specific bequest or devise who has received his or her distribution and for which a receipt has been filed or exhibited with the court. If so, enter that beneficiary's name.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 8: On the next blank line, enter the name of the attorney.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 9: On the next blank line, enter the name of the fiduciary.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 10: On the last blank line, enter the registration number of the attorney.

Ohio Certificate Of Service Of Account To Heirs Or Beneficiaries Step 11: File the form with the probate court overseeing this case.