PACKET TO TRANSFER GUARDIANSHIP TO ANOTHER STATE - Montgomery County, Ohio

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PACKET TO TRANSFER GUARDIANSHIPTO ANOTHER STATEATTENTION:The following instructions are provided as a general guideline to help guardians who are transferring aguardianship from Montgomery County Probate Court to a court in another state. These instructionsare not comprehensive and may not apply in every case.The employees of the Court are not allowed to give legal advice. This means that they cannot giveyou advice that is specific to your case and cannot help you fill out these forms. If you need casespecific advice or help filling out forms, you are strongly encouraged to speak with an attorney who isexperienced in guardianship matters.PRE-FILING INSTRUCTIONSPlease answer the following questions before you complete and file this packet:Provide the case name and number of the guardianship:Case Name: In the Matter of the Guardianship ofCase No:GRDProvide the name and state of the court you are transferring the guardianship to:Court Name:State:NOTE: If you are transferring the guardianship to a court in Florida, Kansas, Michigan, Texas,or Wisconsin, you may not use this packet.FILING INSTRUCTIONSPART ONE: File the following documents with Montgomery County Probate Court.Petition to Transfer GuardianshipMCForm117Complete the form. Sign on the Attorney’sSignature blank and/or the Guardian’sSignature blank.Next of Kin of WardMCForm123Complete the form. Sign on the Applicant’sSignature blank.Waiver of Notice and Consent toTransfer of GuardianshipMCForm124If any next of kin are waiving notice ofthe petition:Complete the form. Any next of kin who arewaiving service must print their name andsign on the signature blank.

Affidavit – Search for AddressProvisional Order to TransferGuardianshipMCForm110If you are unable to determine theaddress of any next of kin:MCForm118Provide the case name and number. TheJudge will complete and file the rest of thisform.Complete the form. Sign on the Affiant’sSignature blank, in the presence of a notarypublic or deputy clerk.PART TWO:Request a certified copy of the Provisional Order to Transfer Guardianship from MontgomeryCounty Probate Court. File the certified copy of the order with the court you are transferringthe guardianship to.Depending on the other court’s requirements, you may need to file additional documents withthe other court. You must contact the other court to find out what its requirements are.Once you have met the other court’s requirements, the other court will file a Provisional Orderto Accept Transfer of Guardianship.PART THREE: Request a certified copy of the Provisional Order to Accept Transfer ofGuardianship from the other court. File the following documents with Montgomery CountyProbate Court.Guardian’s AccountCertified copy of Provisional Orderto Accept Transfer of GuardianshipFinal Order to TransferGuardianshipForm15.8If you are the guardian of the estate:MCForm119Provide the case name and number. TheJudge will complete and file the rest of thisform.Complete the form and sign on theAttorney’s Signature and/or the Guardian’sSignature blank. Attach any necessarydocumentation, such as receipts, vouchers,bank statements, and/or bank certificates.PART FOUR: Request a certified copy of the Final Order to Transfer Guardianship fromMontgomery County Probate Court. File the certified copy of the order with the other court.

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:PETITION TO TRANSFER GUARDIANSHIP[R.C. 2112.31]INSTRUCTIONS: Provide the requested information and sign on the Guardian’s Signature blank.I am the guardian of the person and estate of the above-named ward. The ward is physicallypresent in, or is reasonably expected to permanently move to:Street AddressCityStateZip CodeIF GUARDIAN OF THE PERSON: I have made the following plans for the ward’s care andservices in the other State:IF GUARDIAN OF THE ESTATE: I will make the following arrangements for management ofthe ward’s property in the other State:M.C. FORM 117 – PETITION TO TRANSFER GUARDIANSHIP12/15/17

CASE NO.It is in the ward’s best interest to transfer the guardianship to the other State. Therefore, Irequest that the Court issue a Provisional Order to Transfer Guardianship. I further request that, uponfiling of a Provisional Order to Accept Transfer of Guardianship and any other documents necessary toterminate the guardianship, the Court issue a Final Order to Transfer Guardianship and terminate theguardianship in this State.Attorney’s SignatureGuardian’s SignatureAttorney’s Printed NameGuardian’s Printed NameAddressAddressCityStateZip CodeCityStateZip CodeTelephone NumberTelephone NumberAttorney Registration NumberGuardian’s Email AddressM.C. FORM 117 – PETITION TO TRANSFER GUARDIANSHIP12/15/17

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:NEXT OF KIN OF WARD[R.C. 2112.31(B)](NOTE: Specify the age and birthdate of each minor under 16 on the line containing the minor’s name. List thename and address of the minor’s parent, guardian or custodian on the name and address lines following theminor’s address.)ServiceWaived1. RelationshipNameAddress2. ZipNameAddress3. ZipNameAddress4. ZipNameAddress5. ZipNameAddress6. ZipNameAddress7. ZipNameAddress8. ZipNameAddress9. ZipNameAddress10. ZipNameAddressDateBirthdate of minorZipGuardian’s SignatureM.C. FORM 123 – NEXT OF KIN OF WARD12/15/17

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:WAIVER OF NOTICE AND CONSENTTO TRANSFER OF GUARDIANSHIPWe, the undersigned, do each of us hereby waive the issuing and service of notice, andvoluntarily enter our appearance herein.We do hereby consent to the transfer of the guardianship of the above-named ward to the Stateof .Printed NameSignaturePrinted NameSignaturePrinted NameSignaturePrinted NameSignatureM.C. FORM 124 – WAIVER OF NOTICE AND CONSENT TO TRANSFER OF GUARDIANSHIP12/15/17

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEIN THE MATTER OF:CASE NO.:AFFIDAVITSEARCH FOR ADDRESSINSTRUCTIONS: Provide the requested information and sign on the Affiant’s Signature blank, in thepresence of a notary public or deputy clerk of the Court.I,, being first duly cautioned and sworn, state thatName of Affiantservice cannot be made upon, because I do not know his orName of person to be servedaddress and I am unable to find his or her address with reasonable diligence.I have attempted to find the address of the person to be served by: Asking relatives and next of kin of the person to be served; Checking local telephone books; Calling the local telephone company; Checking local directories; Checking local county records, such as those held by the auto title department and board ofelections; Asking former neighbors of the person to be served; Checking social media; Other:Affiant’s SignatureSworn to before me and subscribed in my presence thisday of, 20.Notary Public/Deputy ClerkM.C. FORM 110 – AFFIDAVIT – SEARCH FOR ADDRESS6/01/16

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:PROVISIONAL ORDER TO TRANSFER GUARDIANSHIP[R.C. 2112.31]This matter is before the Court on a Petition to Transfer Guardianship.The Court finds that the ward, the ward’s next of kin, and any other persons entitled to servicehave been properly served or have waived service of notice of the Petition to Transfer Guardianship.The Court further finds that no objections have been made to the Petition to Transfer Guardianship.The Court finds that the ward is physically present in, or is reasonably expected to permanentlymove to, the State of .The Court finds that reasonable and sufficient plans for care and services for the ward inthe other State have been made.The Court finds that adequate arrangements for the management of the ward’s estate inthe other State will be made.The Court finds that transfer of the guardianship to the other State is in the best interest of theward and that the court of the other State is likely to accept jurisdiction of the guardianship.WHEREFORE, the Court ORDERS that the Petition to Transfer Guardianship is herebyPROVISIONALLY GRANTED and that the guardian shall file to be appointed guardian in the otherState.DATEALICE O. McCOLLUM, PROBATE JUDGEM.C. FORM 118 – PROVISIONAL ORDER TO TRANSFER GUARDIANSHIP12/15/17

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:GUARDIAN’S ACCOUNT[R.C. 2109.30]AccountDate(Balance from previous account)Voucher No.FromTo FORM 15.8 – GUARDIAN’S ACCOUNT3/01/96

CASE NO.RECAPITULATIONTotal Receipts . . . Total Disbursements . . Balance Remaining . . ITEMIZED STATEMENT OF ALL FUNDS, ASSETS AND INVESTMENTSITEM Attorney’s SignatureGuardian’s SignatureAttorney’s Printed NameGuardian’s Printed NameAddressAddressCityStateZip CodeCityStateZip CodeTelephone NumberTelephone NumberAttorney Registration NumberGuardian’s Email AddressFORM 15.8 – GUARDIAN’S ACCOUNT3/01/96

CASE NO.ENTRY SETTING HEARINGThe Court sets, 20ato’clock.m., as the date and time for hearing the above account.DATEALICE O. McCOLLUM, PROBATE JUDGEFORM 15.8 – GUARDIAN’S ACCOUNT3/01/96

PROBATE COURT OF MONTGOMERY COUNTY, OHIOALICE O. McCOLLUM, JUDGEGUARDIANSHIP OF:CASE NO.:FINAL ORDER TO TRANSFER GUARDIANSHIP[R.C. 2112.31]This matter came before the Court on a Petition to Transfer Guardianship. The Court finds thatthe Petition to Transfer Guardianship was provisionally granted and a Provisional Order to TransferGuardianship was filed in this case.The Court further finds that a Provisional Order to Accept Transfer of Guardianship has beenfiled in the other State. A certified copy of the Provisional Order to Accept Transfer of Guardianshiphas been filed in this case.The Court further finds that all documents necessary to terminate the guardianship have beenfiled in this Court.WHEREFORE, the Court ORDERS that the Petition to Transfer Guardianship is herebyGRANTED and that the guardianship of the person and estate is hereby TERMINATED in this State.DATEALICE O. McCOLLUM, PROBATE JUDGEM.C. FORM 119 – FINAL ORDER TO TRANSFER GUARDIANSHIP12/15/17

This matter camebefore the Court on a Petition to Transfer Guardianship. The Court finds that the Petition to Transfer Guardianship was provisionally granted and a Provisional Order to Transfer Guardianship was filed in this case. The Court further finds that a Provisio Order nal to Accept Transfer of Guardianship hasbeen filed in the other State.

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