Computation Of Attorney Fees Form Page 41
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60Adopted: 2/1/05
Revised: 8/1/14
LOCAL RULE 78.1
CASE MANAGEMENT
For the purpose of ensuring the readiness of proceedings in the Court, the following procedures
shall be in effect.
(A)
Decedents’ Estates
(1)
Decedent’s estate cases shall be assigned to a Magistrate. The Magistrate shall
supervise the assigned case and shall hear all related matters except civil actions,
unless otherwise referred by the Judge.
(2)
A copy of the decedent’s death certificate must be submitted to open an estate.
(3)
Each fiduciary appointed in an estate shall sign and file a fiduciary’s acceptance.
(4)
Inventories
(a) Inventories shall be filed within ninety (90) days after the appointment of the
fiduciary, unless otherwise ordered by the Court. The citation procedure
outlined in the Revised Code shall be utilized to ensure compliance.
(b) Each fiduciary must sign the inventory.
(c) The fiduciary shall indicate whether the value of a partnership interest was
determined by the terms of the partnership agreement or by an appraiser.
(d) If an appraiser is used, the appraiser may sign a separate form that is attached
to the inventory. This form is required to include the same appraiser’s
certification language set forth in the inventory and appraisal.
(5)
Schedules of Assets
(a) Itemized listings of corporate stock owned by the decedent shall be preceded
by one of the following symbols:
(i) If the stock is publicly traded and its valuation obtained from any
recognized stock exchange or over-the-counter quotation, the listing shall
be preceded by the symbol “X”;
(ii) If the stock is not publicly traded and represents an investment in what is
commonly known as a closely held corporation, the listing shall be
preceded by the symbol “CC” and must be valued by a duly appointed,
qualified appraiser.
(b) Itemized listings of real estate shall include legal descriptions and parcel
numbers.
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