Summary Release From Administration

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.

Summary Release From Administration 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 Summary Release From Administration

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Summary Release From Administration:

• 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 5.10 - Summary Release From Administration 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 5.10, 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 5.10 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 5.10 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 Summary Release From Administration 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?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

Sponsored by Atticus App

Need help with Ohio Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

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 5.10 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 5.10, and when in doubt— consult a qualified trust & estates lawyer for that area.

Summary Release From Administration 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 5.10 - Summary Release From Administration 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.

Summary Release From Administration 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 5.10 - Summary Release From Administration. 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 SUMMARY RELEASE FROM ADMINISTRATION [R.C. 2113.031] Applicant states that decedent died on ______________________________________________. Decedent's domicile was _________________________________________________________. Street Address ______________________________________________________________________________ City or Village, or Township if unincorporated area County ______________________________________________________________________________. Post Office State Zip Code [Check one of the following] The applicant is decedent’s surviving spouse entitled to one hundred percent of the allowance for support and decedent’s funeral and burial expenses have been prepaid or the surviving spouse has paid or is obligated in writing to pay decedent’s funeral and burial expenses and the value of the assets does not exceed the $40,000 allowance for support under R.C. 2106.13(B) plus an amount not exceeding $5,000 for decedent’s funeral and burial expenses. The applicant, who is not the surviving spouse, has paid or is obligated in writing to pay decedent’s funeral and burial expenses and the value of the assets is the lesser of $5,000 or the amount of decedent’s funeral and burial expenses. Attached hereto is a receipt, contract or other document that confirms the applicants payment or obligation to pay decedent’s funeral and burial expenses or if the applicant is the surviving spouse, the prepayment receipt, if applicable. The decedent’s surviving spouse, next of kin, legatees and devisees known to applicant, are listed on attached Form 1.0. Applicant states that there are no pending proceedings for the administration of decedent’s estate or relief of decedent’s estate from administration under R.C. 2113.03. All known assets with date of death values of the estate are as follows: Motor Vehicles (include year, make, model, body type, manufacturer’s vehicle identification number and Certificate of Title number) $_________________ $_________________ FORM 5.10 – APPLICATION FOR SUMMARY RELEASE FROM ADMINISTRATION Eff. Date March 1, 2008 CASE NO.__________________ Accounts maintained by a Financial Institution (include financial institution name and the account’s complete identifying number): $___________ $___________ Stocks and Bonds (include for each stock or bond its serial number, the name of its issuer, the name and address of its transfer agent, and the total number of shares of stocks or bonds): $___________ $___________ Real estate described in accompanying Form 12.0 Application for Certificate of Transfer and Form 12.1 Certificate of Transfer and date of death value. [Attach verification of value.] $____________ Other assets and date of death values $____________ Total Assets $____________ Applicant requests an order granting summary release. ____________________________________ ___________________________________________ Attorney for Applicant Applicant’s Signature ______________________________________ ___________________________________________ Typed or Printed Name Applicant’s Typed or Printed Name ______________________________________ ___________________________________________ Street Address Street Address ______________________________________ ___________________________________________ City State Zip Code City State Zip Code ______________________________________ ___________________________________________ Phone Number (include area code) Phone Number (include area code) Attorney Registration No. ________________ Signed and acknowledged by the applicant in my presence this _________ day of _____________________, _________. ________________________________ Notary Public/Deputy Clerk FORM 5.10 – APPLICATION FOR SUMMARY RELEASE FROM ADMINISTRATION Eff. Date March 1, 2008