How Can I Sign Ohio Banking Form

Cuyahoga clerk of courts form

Music hi I'm Ernie Zorn in this video I'm going to demonstrate basic Ohio probate forms version 8 by completing a set of forms for a small probate estate the app is up on my screen right now and what you're seeing is the main window the left side is the tree view and it outlines the process for completing the forms I'm gonna follow that outline by starting with step 1 completing the general information worksheet what you see on the right side of the display is the form window and the first form you see is the general information worksheet it's the logical place to start working because it contains much of the basic information that's repeated on all the other forms like the case number case name the decedent's name address that sort of stuff by the way although I'm starting with the general information worksheet you can display and complete any form or worksheet in any order but as you'll see later it makes sense to follow the recommended order now I've begun completing the worksheets so you can see how it's done basically you tab from field to field and make your entries you can't see it in this demonstration but normally some fields would already be completed like the attorney in the judge fields then information comes from the default file which you can customize so that every new file you start has those fields completed already it's handy and there's a YouTube video separate YouTube video about the default file check it out it's only about 5 minutes long you now that I've completed the top section of the general information worksheet I'm gonna stop and instead of having you watch me I'm gonna open a file that I've prepared that has the general information worksheet already completed and like I said that way we won't need to waste time as I complete each of the 50 or so fields on the general information worksheet alright now that it's open I'm gonna scroll down the form slowly so that you can get an idea of what type of information the worksheet contains and with that we will move on to step two which is completing the next akin worksheet you click this button up here to display the Kin worksheet and and the Kin worksheet is not only for next akin it's also where you list beneficiaries and other interested parties even insurance companies stock transfer agents or appraisers you'll notice that the surviving spouse and the applicant from the general information worksheet are transferred automatically to the Kin worksheet our example has a surviving spouse and two children and in this case because one child is Co executrix and is transferred to the worksheet automatically I only need to enter the second child which I will do right now I'll just put it in the relation after this put daughter in there okay now here's the neat part basic Ohio probate forms version eight lets you send any or all of these three individuals to any or all of the forms listed to the right all you do is check the box watch i'm going to show you i'll check these boxes right now to sense the spouse joanne to the front and back sides of form 1.0 i'm gonna click on 1.0 f and 1.0 be checkboxes that stands for front and back joanne signature is also going to be required on the notice of probate form 2.0 so i'm gonna check that box the application for authority to administer which is form 4.0 i'll check that box the notice of inventory form 6.0 and the waiver of notice of hearing form thirteen point seven at the same time I may as well send the two children to the required forms you can see how quickly that is I just clicked to another person in the worksheet and then click those same checkboxes again now do it for the third daughter right now okay for now you'll have to take my word for it that the forms I'm checking are being automatically completed but you're gonna see that for yourself in a moment by the way if you're ever in doubt about the complete name of a form you can right-click your mouse on the label next to the check box and the complete name of the form will appear in the pop-up window and that brings us to step three completing the asset receipt worksheet this example we're working on has household goods and furniture a few bank accounts some stocks in a parcel or two of real estate and in addition some miscellaneous property I'll press the asset worksheet button so I can get started and incidentally I'm calling it the asset worksheet but it's really for any asset receipt or income you'll find that the asset worksheet is not very different from the Kin worksheet I'll answer a parcel real estate and I'm what I'm going to do is I'm going to paste in the legal description that I had in notepad so I don't have to type it all in and there we go as I complete the additional fields you will note the select distribute ease button let me put the let me give a value in there and just give it a good value there we go good enough and let's go down I'm gonna click on the select button and you'll see that a dialog pops up and it contains a list of people from the Ken worksheet this list can be used to designate anyone or group of persons as beneficiaries or transferees now earlier I mentioned that it's a good idea to follow the tree views recommended order and this is a good example if I had not completed the Ken worksheet first this list that we're looking at now would be empty so what I'm gonna do is I'm gonna check Joanne and I will close this dialog and go back to the worksheet okay one thing about the asset worksheet is that there's much more information to be entered when you compare it to the Ken worksheet and therefore due to the limit of how much we can squeeze on to a screen in order to access all the fields there are set buttons to the far right for entering additional information now watch I'm gonna click on the send to set button and this is how easy this is like the Ken worksheet now I'm gonna send this real estate to form for application for authority to administer I'm gonna click the button for form six inventory I'll click the button for form twelve application for certificate a transfer which also includes the certificate itself and form 13 fiduciaries account they're like the Ken worksheet if you right click on a form number you're gonna see the complete name in the pop-up so there's never need to be memorizing or trying to trouble yourself on gee what's formed thirteen point seven you can tell just by right-clicking on it ok I'll close the send to dialogue and return to the worksheet also like the Kin worksheet all these forms were completed when I the boxes however there's an additional step that's required for some forms and that additional step is categorizing the property that's so Bo pf8 knows whether an item is real estate or a vehicle or a grand piano I'm going to click on the category set button right now and I'll choose a category for the forms that require it now you don't need to know which forms require it nor do you need to know what the appropriate categories are because they're different from each form bo pf8 has all that stuff right here in this dialogue all you need to do is make the selections and I'm going to make selection for form for real property for form 6 real property for form 13 real property and again what that does is it it tells Bo pf8 what category to put this piece of real estate in there that's it I'm gonna close the category dialogue and return to the worksheet and you'll notice that there's a real estate button where I can enter additional information about the real estate most of that information isn't required for the forms that we're completing now so I won't get into that again the reason that you categorize an item is because some forms like the inventory in the account forms and even form for they subtotal the property according to what category it's in so Bo pf8 needs to know that information now there are about a dozen items of property in this estate and I've already shown you how to enter one so to save time what I'll do right now is I'm going to close the worksheet and I'm gonna open a file that I prepared in advance so you don't have to watch me enter more items because all the items are entered the same way anyway and having open that up I'm going to click on the asset worksheet now so you can see the completed worksheet there's everything now I'm skipping a few things like confidential personal identifier and distributions in kind and I'm doing that in order to keep this video short so let's move on to step 4 completing the expense worksheet having learned how to make entries on the Kin and asset worksheets you won't see anything new on the expense worksheet I'm gonna click on the expense worksheet button now so you can see it and I'm going to enter the first expense and you'll notice as I do this that the list of forms to which expenses can be sent is much smaller than it was on the asset worksheet so everything's right in view and you don't need to click on a button to see additional fields now again to save time after I complete this entry let me put in the amount and I could check it off for for 13.1 in the send to area and I can even pick a category just to show you will pick debts and claims perhaps ok and there's nothing more really to fill out that is as far as expenses are concerned and and so I'm going to open a prepared file that has additional expenses and I'll do that right now and let's click on the expense worksheet button so we can take a look at there they are and that should be good enough to see how how everything goes and and the next thing is step five which is time and services worksheet now completing the time and services worksheet is optional it can be used for general record-keeping unrelated to Bo pf8 or to complete the application and judgment entry for attorney fees this worksheet is the same as the others only it's simpler to complete and I'm gonna skip it entirely which brings us to completing and displaying the forms now when you display the forms you'll see that for the most part they are already complete in some instances of form may require additional information that's not in the worksheets an example is form 1.0 which i'm going to get on the screen right now we'll take a look at the front side and scroll down to the bottom of it and you'll see that there's a couple check boxes there and we can check one of those boxes depending on the circumstances in the of the estate I'll place a checkmark in the first check box and incidentally I can either click on it like I did right there or I can get to it and and press the spacebar and and that'll toggle the the checkmark on and off now this indicates that the spouse is the natural parent of one or more of the decedent's children as I mentioned regarding the general information worksheet a good way is to proceed is to tab your way through the form that way you won't miss anything that may need your attention once I tab to the bottom of the page like I did right there I will use the paging button now to get to the back side of the form now you're gonna see the names that are already on it and I can tab my way through to get to the bottom of the form again and I'm gonna check the box labeled the will is not subject to Charitable Trusts and that's it for form 1.0 I want to prepare more than form one though so let's review the list and you'll see that some forms like 1.0 have one or two things that you've got to do additionally other forms like the inventory in the account are just about completed than in their entirety and there's nothing for you to enter it depends on the form let's take a quick look let's look at form 2.0 application and to probate we'll on the front side there's really nothing to complete it's done let's go to page two the back side of the form pretty much nothing to complete again let's oh you know yeah I could I could check one of the boxes underneath the signature line on the certificate of waiver and you know I might click fiduciary other than that that form is done let's take a look at form 3.0 appointment of appraiser form I think what I'll do is I'll check the box to appoint an appraiser I can even put in a praise there's a name in there like Joe appraiser how's that for imagination and finally I can check the box to accept the auditors evaluation and other than that that form is done let's take a look at form 4.0 the application for authority to administer on page one I'll check the check box for the will was admitted to probate a little farther down I can check the box that says no bond is required there we go you know what that's about it for 6.0 let's take a look at 6.1 and you'll see that i'm 6.1 there's actually nothing nothing to do it's completely filled out already and for continuation pages they go they keep right on going we won't go through all that now we will go in a little bit but let's take a look at form 12-point Oh certificate of transfer I think there's three pieces of real estate in here and that's why the dialog is popping up I'll just pick up number one right now and basically the only thing I have to do is like check the box that says the decedent died test date which is the second one down and that should when I tab off of it it should fill in the date of death yep that's what it does and I could fill in the date that it was admitted to probate I don't think I'll bother with that right now or yeah okay I'll put a date let's how about July 4th 2018 and let's go to page two I don't as I scroll down I don't really think that there's anything to do with page two so let's take a look at twelve point one the actual certificate of transfer and again there's more than one to choose from so I'll just took the first one oh I didn't pick out any transferees I should have done that but I didn't let's take but the the meat and potatoes of the certificate is the back side let's take a look at page two and there it is legal description all in there nicely formatted let's go to forum 13-point Oh and again this this thing is just it's completed in its entirety unless you were doing a partial account you had to fill in these other things otherwise there's there's nothing to fill out let's take a look at 13 well thirteen point one the backside let's take a look at that because it'll show you that all the totals have been totaled up in the various appropriate categories and let's move on to form thirteen point one that's the final account it's more than one page so it gives us a choice so what page you want and there it is we kind of double-spaced it to make it look nice I think they look better like that and there you go and finally let's go to form thirteen point seven the way of a revering form and you see that form thirteen point seven is completed in its entirety if there were twenty names there they would all show up automatically there and that brings us to the last step which is step seven previewing and printing the forms now the print button prints what's on your screen however the file menu has a print command that brings up a select forms dialog and you see several pages of checkboxes I'll bring it up on the screen right now there we go there's several pages and you you would note that the form that's on your screen is already checked by checking any additional boxes I can batch print a whole set of form so I'm going to check the boxes for the forms that we've just been talking about let me go to tab one I'm gonna check for form 1.0 and form 1.0 be in form 2.0 3.0 4.0 6.0 6.1 twelve point one twelve point zero 13.0 thirteen point one in thirteen point seven now watch what happens when I click the print button I'm bringing upfront and expanded so you can see it better what you're seeing now is a word processing document which contains all of those forms that we mentioned it looks great all the forms are ready to be signed and ready to be filed I'm gonna put it let me put a different view on there can I get two pages up there at the same time there that'll make it easier and I'm gonna scroll through so that you can see of course now that it's in Word you can save it as a PDF file you can attach it to an email to your client with instructions to review and print it out and bring it to court with them or you can spellcheck a legal description or you can make a marginal note to the judge or magistrate anything is possible word also accommodates the more advanced functions supported by your printer that would include printing non sequential pages duplex printing and any other function your printer supports okay I'm gonna close word I'm gonna go back to a bo pf8 and before I conclude if you're wondering whether I had some special souped-up computer for this demonstration I didn't it's one of the oldest computers in our lab it's a straight out of the box six-year-old gateway all-in-one running Windows 7 so a newer computer or a newer operating system will just make it that much better finally and very quickly there's one more cool thing I want to show you let's say a client comes into the office and says that they received an updated bank account statement here's how quickly it can be fixed let's go to the asset worksheet bank account is threw it in there whereas a bank account Discover CD let's try that one let's say that the account is supposed to be six thousand dollars instead of what we have there because it earned more interest all I've got to do is type in the 6100 I yeah there it is it's done all the math all 20 pages of forms all the repetitive information it was all done in that amount of time it took me to just change that 5 to a 6 and you just can't do that with the quartz static web PDF forms so if you've got time to waste that's ok or for your layperson or not a law office that's alright too but if you're a law office and you're preparing these forms day in and day out you want to have a program like this that makes those changes that easy that's it I know I'm a bit long compared to most of our other demo videos but there is a bit more to cover at any rate I appreciate your viewing and I wish you the best take care Music