Eligibility Requirements

A Summary Release from Administration may be filed if:

• The value of the estate is $5,000.00 or less, and the applicant paid the funeral bill
  or is obligated in writing to pay the funeral bill, or
• There is a surviving spouse, the assets do not exceed $45,000.00, the spouse is entitled
  to 100% of the family allowance, and the funeral bill has been prepaid or the surviving
  spouse is obligated to pay the funeral bill.

What You Need When Filing

• The original Will if the deceased person had one.
• Receipt of a paid funeral bill, or if not available, the funeral bill. The receipt or funeral bill
  must show the applicant’s payment or obligation to pay the funeral and burial expenses.
• Title(s) of automobiles, bank account numbers, stock certificate numbers, insurance policy numbers, and similar records.
• The market value of real property as found in Belmont County Fiscal Office property records.
• The market or book value of any motor vehicle, ATV, motorcycle, personal watercraft, snowmobile,
  trailer, utility vehicle, power boat, sailboat, motor home, camping trailer, truck camper, and similar assets.
• A copy of the death certificate.

Required Forms (With a Will)

• Form 2.0 – Application to Probate Will
• Form 2.1 – Waiver of Notice of Probate of Will
• Form 2.4 – Certificate of Service of Notice of Probate of Will
• Form 1.0 – Surviving Spouse, Next of Kin
• Form 5.1 – Application for Summary Release from Administration (must be notarized)
• Form MISC.02 – Self-Representation Acknowledgment
• Form 5.11 – Entry Granting Summary Release from Administration
• Form 7.0 & 7.0(a) – Notice to Administrator of Estate Recovery Program
• Form 12.0 – Application for Certificate of Transfer
• Form 12.1 – Certificate of Transfer

Required Forms (Without a Will)

• Form 5.10 – Application for Summary Release from Administration
• Form 1.0 – Surviving Spouse, Next of Kin
• Form 5.11 – Entry Granting Summary Release from Administration
• Form 7.0 & 7.0(a) – Notice to Administrator of Estate Recovery Program
• Form 12.0 – Application for Certificate of Transfer
• Form 12.1 – Certificate of Transfer
• Form MISC.02 – Self-Representation Acknowledgment

Filing Fees

• The filing fee is $150.00 (with a Will) or $100.00 (without a Will).
• If you use a credit card, a 3% charge will be added.
• Transferring real estate may require an additional fee.