Application For Certificate Of Transfer

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Application For Certificate Of Transfer is a commonly used form within Ohio. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Application For Certificate Of Transfer

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Application For Certificate Of Transfer:

• This form pertains to the State of Ohio

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Ohio’s Form 12.0 - Application For Certificate Of Transfer up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Ohio form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Ohio probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form 12.0, take a break, and then review. Probate and estate settlement processes in OH are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form 12.0 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form 12.0 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Application For Certificate Of Transfer to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Ohio.

5 reasons you should submit 12.0 as quickly as possible:

1. The sooner you begin, the faster Ohio can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Ohio. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Ohio is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Ohio probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Ohio probate clerk or court for exact answers regarding Form 12.0, and when in doubt— consult a qualified trust & estates lawyer for that area.

Application For Certificate Of Transfer is one of the many probate court forms available for download through Atticus.

It may also be available through some Ohio probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Ohio.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 12.0 - Application For Certificate Of Transfer f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Ohio probate court office.

Application For Certificate Of Transfer is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Ohio-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Ohio Form 12.0 - Application For Certificate Of Transfer. You can use this to get an idea of the context of the form and what type of information is needed.

PROBATE COURT OF ________________ COUNTY, OHIO _____________________. JUDGE ESTATE OF __________________________________________________________ DECEASED CASE NO. ______________________ APPLICATION FOR CERTIFICATE OF TRANSFER [R.C. 2113.61] Applicant states that decedent died on _________________________________________________________________. Decedent's domicile at death was______________________________________________________________________ Street Address ________________________________________________________________________________________________. City or Village, or Township if unincorporated area County ________________________________________________________________________________________________. Post Office State Zip Code Decedent died owning the real property described in the accompanying Certificate of Transfer No. ________, which also lists those persons to whom the real property passed. Applicant asks the Court to issue a Certificate of Transfer so that new ownership interests may be recorded. [Check the applicable boxes] Decedent died intestate. Decedent died testate on _______________________; will admitted to probate on _______________________. Decedent's known debts have been paid or secured to be paid. Sufficient other assets are in hand to pay decedent's known debts. Estate is insolvent and the transfer shall apply toward the allowance for support. Applicant was appointed by this Court on _____________________________ and is the qualified and acting executor or administrator of decedent's estate. Executor or administrator of decedent's estate failed to file this application before being discharged. Applicant is the executor or administrator appointed in another state. There is and has been no ancillary administration in Ohio. The real property to be transferred is located in this county. The transfer is subject to a written contract for the sale and conveyance of the real property, entered into but uncompleted by decedent before death. A copy of the contract is attached. There has been no administration and none is contemplated [R.C. 2113.61(D)]. The transfer is pursuant to decedent's Will. The transfer is pursuant to the statutes of descent and distribution. The transfer is pursuant to summary release from administration [R.C. 2113.031(D)(3)]. The real property to be transferred is subject to a charge in favor of the surviving spouse in the amount of $____________ as computed pursuant to R.C. 2106.11 on attached Exhibit A, and as shown on the accompanying Certificate of Transfer, in respect of the unpaid balance of the specific monetary share which is part of the surviving spouse's total intestate share. FORM 12.0 – APPLICATION FOR CERTIFICATE OF TRANSFER Amended: March 1, 2014 Discard all previous versions of this form (Reverse of Form 12.0) CASE NO. ____________________ Spousal elections have been exercised. Disclaimers or assignments have been filed. The transfer is of decedent's entire interest in the mansion house to the surviving spouse, who hereby elects to take such interest as part or all of the intestate share and/or allowance for support. [If this paragraph is checked, the following must be completed, and both the surviving spouse and applicant must sign this form]. The value of the total intestate share to which decedent's surviving spouse is entitled is ................ $_________________ The value of the allowance for support to which decedent's surviving spouse is entitled is ............. $_________________ The value of decedent's entire interest in the mansion house is: Interest in mansion house ................................................. $ ______________________ Interest in household goods in house ............................... $ ______________________ Interest in lots or farm land adjacent to house and used in conjunction with it, which are described in Certificate of Transfer and which spouse hereby elects to include ........................................ $ ______________________ Less: Decedent's share of liens on any and all of above ........................................ $ ______________________ Total ................................................................ $ ______________________ $ _________________ __________________________________ ______________________________________ Surviving Spouse Applicant ______________________________________ Title or status ENTRY ISSUING CERTIFICATE OF TRANSFER The Court finding that the above application contains the information required by statute orders that Certificate of Transfer No. __________ be filed with this Entry and a copy of the Certificate of Transfer be issued for recording. [Check if applicable] The Court further finds that the transfer is subject to a charge pursuant to R. C. 2106.11. ________________________ ______________________________________ Date Probate Judge FORM 12.0 – APPLICATION FOR CERTIFICATE OF TRANSFER Amended: March 1, 2014 Discard all previous versions of this form