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Portage County, OH Probate Information

Quick facts

CategoryCurrent rules
CourtPortage County Probate Court, the probate division of the Portage County Court of Common Pleas under the Ohio Revised Code (R.C.) (R.C. 2101.01). Its formal name in the Supreme Court of Ohio's trial-court directory is the Portage County Court of Common Pleas, Probate Division, and its own local rules define the Court as the Probate Division of Portage County Court of Common Pleas (Loc.R. 2.1(B)). One elected judge presides over both the Probate Division and the Juvenile Division, and the combined court brands itself the Portage County Juvenile / Probate Court
Filing officeThe probate court's own clerk's office and its deputy clerks. In Ohio the elected probate judge is the clerk of the probate court (R.C. 2101.11(A)(1)(a)), so estates, wills, guardianships and trusts are filed with the Probate Court itself and not with the Portage County Clerk of Courts, which serves the other divisions of the Court of Common Pleas
Courthouse203 West Main Street, Ravenna, OH 44266, the Portage County courthouse. The court publishes no floor or room number for the probate office. The juvenile side of the same court is a separate building at 8000 Infirmary Road, Ravenna, and estates cannot be filed there
Mailing address203 W. Main St., PO Box 936, Ravenna, OH 44266. Mail is a real filing channel here: Loc.R. 57.4(B) accepts filings by mail or private delivery service, the court must actually receive them before the deadline, and the filing must carry a cover letter with the sender's full contact details, the case name and number, and clear instructions. Include payment if a fee is due, and enclose a stamped self-addressed envelope if you want file-stamped copies returned rather than left in the court's pick-up box
Phone(330) 297-3870, the Portage County Probate Court's own line, published on its local rules title page, its landing page and its payment sheet. The Marriage License Bureau has a direct dial, (330) 297-3871. Do not use (330) 297-0881: that is the juvenile court at 8000 Infirmary Road
Fax(330) 297-3894. Unusually, this is a working filing channel: Loc.R. 57.4(C) accepts fax filings as the original filing, effective when the court receives the document and full payment
EmailNone published. No email address for the probate court appears on its landing page, its forms page, its local rules title page or its payment sheet, so use the phone, the mail address or the fax line. The traffic runs the other way: Loc.R. 75.3 requires every applicant and party to file their own mailing address, daytime telephone number, fax number if any and email address at the start of a case, and Loc.R. 75.3(C) asks filers to configure their spam filters so the court's emails are not blocked
Office hoursMonday to Friday, 8:00 a.m. to 4:00 p.m., closed on weekends and major holidays, with no lunch closure published (Loc.R. 53.1, the contact panel on the court's own pages, and the court's Payment Information sheet, portagecounty-oh.gov, verified July 2026). The cutoff matters: under Loc.R. 53.1(A) a new case, or any filing that requires payment of a fee, must be submitted by 3:30 p.m. to be processed that day, and anything later is not reviewed and filed until the next court day. The Marriage License Bureau runs 8:30 a.m. to 3:30 p.m. and is appointment only, with no walk-ins accepted (Loc.R. 53.2). Court days are Monday through Friday except legal holidays set by the Portage County Board of Commissioners and emergency closings of county offices (Loc.R. 2.1(C))
Filing feeOhio sets most probate fee items by statute: $35.00 to appoint a fiduciary and $15.00 to probate a will (R.C. 2101.16(A)), $60.00 to relieve an estate from administration or grant a summary release, $10.00 for an inventory with appraisement, $12.00 for an account, and $1.00 per page for certified copies. On top of those items each Ohio probate court sets its own advance deposit for costs by local rule, up to $125.00 (R.C. 2101.16(E)), and may add computerization and dispute-resolution charges (R.C. 2101.162, R.C. 2101.163). Portage County Probate Court publishes its own schedule and requires advance payment of the full anticipated costs of the proceeding (Loc.R. 58.1(B)), and it prices every decedent's estate route at the same total: $200.00 for a full administration with or without a will, $200.00 for a release from administration with or without a will, and $200.00 for a summary release with or without a will (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026). The schedule prints no effective date, so confirm the current figure with the court before you file
Local formsYes, and where one exists it is mandatory. Ohio uses one set of Standard Probate Forms prescribed by the Supreme Court of Ohio in all 88 counties, and Portage County Probate Court prescribes its own forms on top of them: Loc.R. 2.1(E) calls them PCL Forms, and Loc.R. 51.2 provides that where the court has prescribed a form its use is required and the court will not accept any other form in its place even if the other form purports to contain the same information. The court's forms page publishes seventeen categories, including Estates, and the court also publishes a filing checklist for each estate route. All paperwork must be typed, filings must be single-sided, and original documents must not be stapled (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026; Loc.R. 57.3)
E-filingNone. Loc.R. 57.4 lists the methods of filing as in person to the court's deputy clerks during business hours, by mail or private delivery service, and by fax, and the court publishes no electronic filing system. Fax is the one electronic channel, and it is limited: under Loc.R. 57.4(F) the court will not accept by fax any filing that opens a new case, any pleading requiring service of summons, any filing that requires submission of an original will, accounts that require financial statements for verification, or any filing over ten pages excluding the cover page. Fax fees must be paid in advance (Loc.R. 57.4(D)). So an estate is opened on paper, in person or by mail
Case searchYes, through the county's CourtView eServices portal at services.portageco.com/eservices, which the court links from its own pages as Search Court Records. The portal's welcome page states that it carries case information from the Portage County Common Pleas Court, General and Domestic Relations Divisions, Probate Court, and the Portage County Municipal Court's Ravenna and Kent traffic, criminal and civil divisions, from 1992 through the present, and it is gated by a letters-from-image check. Case numbers use the court's own format, a year followed by a case designation and a five-digit number, for example 2026ES00000. It is a case and docket search: for documents, Loc.R. 55.1 provides that public records are examined in person at the court, that closed files are stored off site and need at least two court days' notice to retrieve, that older records may sit at the Portage County Archives, and that certified or authenticated copies must be ordered at least one court day ahead and paid for in advance
Remote appearanceBy application only, and not for every hearing. Loc.R. 53.3(C) provides that the court may permit an appearance by videoconference where attending in person would be an undue burden or expense or would affect the health, safety or comfort of the participants, that a party wanting to appear by videoconference must file a request with a proposed entry no later than five days before the event, and that where a statute requires a personal appearance the court will consider the request only in a truly exceptional circumstance. Telephone is allowed in place of videoconference only where videoconference is impracticable. Two exceptions are published: no telephone or videoconference appearance is permitted at a citation hearing (Loc.R. 53.3(D), Loc.R. 77.5(B)), and the applicant must appear in person at a hearing on an application for authority to administer (Loc.R. 60.3(F))
Websitehttps://www.portagecounty-oh.gov/juvenileprobate-court

Before you begin — know the assets and liabilities

Before you file anything in Portage County, know exactly what is in the estate and how each asset is titled, because this court will not take an application that leaves the values blank. Loc.R. 60.3(C)(1) requires the application for authority to administer to carry a good faith estimate of the value of the estate assets, and the court will not accept for filing any application in which the value estimates are blank, listed at $0.00, stated as unknown, or otherwise fail to reflect a positive value (the court's local rules of practice, amended effective April 22, 2022). The court's own explanation of the rule is that the estimates let it check that you are using the correct procedure, a full administration, a release from administration or a summary release, and let it set the initial bond. Those three routes and their dollar ceilings are statewide and are explained on the Ohio state page; the Portage County twist is that the estimate is a condition of filing at all.

Identify every bank and credit-union account, retirement plan, brokerage holding, life-insurance policy, vehicle, business interest and parcel of Portage County real estate, along with every debt, before you file. Titling decides whether an asset reaches the court: property held jointly with right of survivorship, accounts with a named beneficiary, and Kent, Ravenna, Aurora or Streetsboro land covered by a transfer on death designation affidavit recorded with the Portage County Recorder before death (R.C. 5302.22) pass directly to the survivor or beneficiary and never reach the probate court. Sunset's asset-discovery work, searching more than 2,300 financial institutions, exists for this step, so the application you hand across the Ravenna counter states the estate accurately the first time and the deputy clerk does not send you home.

Which court handles jurisdiction

Portage County Probate Court at 203 West Main Street in Ravenna is the single probate filing office for the whole county. There is no branch, satellite or district office, and there is no online alternative: an estate is opened on paper at that counter, by mail to 203 W. Main St., PO Box 936, Ravenna, OH 44266, and never by fax, because Loc.R. 57.4(F) excludes case-opening filings from fax. The court serves every community in the county. Portage County lists as its municipalities the cities of Aurora, Kent, Ravenna, Streetsboro and Tallmadge and the villages of Garrettsville, Hiram, Mantua, Mogadore, Sugar Bush Knolls and Windham, together with the townships of Atwater, Brimfield, Charlestown, Deerfield, Edinburg, Franklin, Freedom, Hiram, Mantua, Nelson, Palmyra, Paris, Randolph, Ravenna, Rootstown, Shalersville, Suffield and Windham.

Venue for an Ohio estate is the county where the decedent was a resident at the time of death (R.C. 2113.01). If the person lived anywhere in Portage County, the estate is opened in Portage County Probate Court, whichever city, village or township within the county that was, and even if the death occurred in a hospital in Summit or Cuyahoga County. Ohio's statute says resident, not domiciled, and the probate court in which a will is admitted to probate is the court that grants letters. Ohio has no probate district or regional overlay: each of the 88 counties has its own probate court seated at the county seat (R.C. 2101.01(A)). This court states its own reach slightly more broadly on its checklists, which say the decedent must have been a resident of Portage County at the time of death or have owned real estate in Portage County (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026), the second branch being the ancillary route for an out-of-state decedent who owned Ohio land, administered under R.C. Chapter 2129 on Form 4.1.

Two practical boundary points. First, Portage County's own municipality list includes Tallmadge and Mogadore, communities better known as Summit County suburbs of Akron, so on the county's western edge confirm which county the decedent's home actually sat in before you file; a postal address does not decide venue. Second, and more often confused, the Portage County Juvenile / Probate Court is one court in two buildings. Probate is at the Ravenna courthouse, 203 West Main Street; juvenile is at 8000 Infirmary Road, several miles away, on (330) 297-0881. Nor is the Probate Court the Portage County Clerk of Courts: in Ohio the elected probate judge is the clerk of the probate court (R.C. 2101.11(A)(1)(a)), so an estate is opened with the Probate Court's own deputy clerks.

The jurisdiction process

  1. Confirm venue and the right building. Portage County is the right county if the decedent was a resident of the county at the time of death (R.C. 2113.01), and the court also takes filings where an out-of-county decedent owned Portage County real estate. File with Portage County Probate Court, the probate division of the Court of Common Pleas, at 203 West Main Street, Ravenna, OH 44266, (330) 297-3870. Do not go to 8000 Infirmary Road, which is the juvenile side of the same court, and do not go to the Portage County Clerk of Courts.
  2. Gather the documents the checklists require. Collect the original signed will if there is one, a photocopy of the death certificate with the social security number marked out, the applicant's contact details, the names and addresses of the surviving spouse, children, next of kin, legatees and devisees, and a good faith estimate of the assets and debts. Two Portage County specifics: the court wants a photocopy of the death certificate rather than the original, because it will not copy an original and return it (Loc.R. 78.2(A)(1)), and where a next of kin or a beneficiary has already died, that person's name and date of death must be shown on Form 1.0 (Loc.R. 78.2(A)(2)). A person named in a will to settle the estate is an executor; a person appointed where there is no will is an administrator; Ohio's umbrella term for either, used throughout the Revised Code and the forms, is fiduciary.
  3. Download both layers of forms and the checklist for your route. Ohio uses one set of Standard Probate Forms prescribed by the Supreme Court of Ohio, and for a full administration the load-bearing items are Form 1.0 (Surviving Spouse, Children, Next of Kin, Legatees, and Devisees), Form 2.0 (Application to Probate Will) with Form 2.3 where there is a will, and Form 4.0 (Application for Authority to Administer Estate) with Form 4.5. Portage County Probate Court prescribes its own forms on top of that set and their use is mandatory where one exists (Loc.R. 51.2), and it publishes a checklist per route: full administration with a will, full administration without a will, release from administration, summary release, and certificate of transfer only. Prepare everything typed, single-sided, unstapled, on 8.5 by 11 inch paper in 10 to 12 point type (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026; Loc.R. 52.1, Loc.R. 57.3).
  4. Add the proposed entry. This court expects you to hand it the order you want signed: Loc.R. 57.5(A) provides that all applications and motions must be accompanied by a proposed entry prepared by the person applying, and that the court may decline to accept the filing without one. That is why the checklists ask for Form 2.3 (Entry Admitting Will to Probate), Form 4.5 (Entry Appointing Fiduciary; Letters of Authority), Form 5.6 (Entry Relieving Estate from Administration) or Form 5.11 (Entry Granting Summary Release from Administration) in the initial filing alongside the matching application.
  5. Settle the bond question before you file, not after. Loc.R. 75.2 requires every fiduciary to post bond of at least double the value of the personal property plus annual real property rentals plus other annual income, issued by a bonding company acceptable to the court, and the court will not issue letters until the bond is filed or an exemption is established. Where the applicant truly cannot estimate values, the minimum bond is $100,000.00 (the court's local rules of practice, amended effective April 22, 2022). The court will dispense with bond where the will or other controlling instrument expressly dispenses with it, where the total of personal property, annual income and annual rentals is less than five thousand dollars, where funds go into a restricted account under R.C. 2109.13, or on a showing of other special circumstances, but the claimed exemption must be established at the same time as the application (Loc.R. 60.3(D)(1)), and otherwise a written bond commitment must accompany it (Loc.R. 75.2(C)).
  6. File the application to open the estate, in person or by mail. For a full administration hand in Form 4.0 with Form 1.0, the fiduciary acceptance and Form 4.5, adding the original will with Forms 2.0 and 2.3 where a will is being admitted, plus Form 4.3 waivers or the Form 4.4 notice where someone with an equal right to serve has not waived. Before appointment the application must name the surviving spouse and next of kin and state in general terms what the estate consists of and its probable value (R.C. 2113.07). Where the estate qualifies to be relieved from administration instead, file Forms 5.0, 1.0, 5.1 and 5.6 with a copy of the funeral bill showing it paid in full; where it qualifies for a summary release, file Forms 5.10, 1.0 and 5.11 with the funeral bill or contract naming the applicant as the person who paid. Remember that a case-opening filing cannot go by fax (Loc.R. 57.4(F)), and that anything needing a fee must be in by 3:30 p.m. to be processed that day (Loc.R. 53.1(A)).
  7. Deal with the surviving spouse's elective rights at the same time. The court's full-administration checklists require one of two packages where there is a surviving spouse: Form 8.6, the waiver of service of the citation to elect, or the served set of Form 8.0 (Citation to Surviving Spouse to Exercise Elective Rights), Form 8.3 (Summary of General Rights of Surviving Spouse), Form 8.4 and Form 8.5. A spouse who wants to take under the will may file Form 8.1 with the initial paperwork (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026).
  8. Pay the deposit. The court requires advance payment of the full amount of costs anticipated in the type of proceeding being filed (Loc.R. 58.1(B)), and its published schedule sets $200.00 for a full administration with or without a will, $200.00 for a release from administration with or without a will and $200.00 for a summary release (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026). Payment may be cash, money order, certified or cashier's check, or an ordinary business or personal check drawn on a bank in Portage or an immediately surrounding county (Loc.R. 58.2(A)), and the court also takes major debit and credit cards in person with identification, by phone on (330) 297-3870, or online for probate court costs, each with a processing charge (the court's Payment Information sheet, portagecounty-oh.gov, verified July 2026).
  9. Attend the appointment hearing if one is set. Loc.R. 60.3(F) provides that the court will hold a hearing on the application for authority to administer in all intestate cases and in all cases where no suitable person is nominated in, or able and willing to serve under, the will, and that the hearing requirement is waived where the applicant is the sole heir or beneficiary, where no other person is entitled to notice, or where everyone entitled to notice has waived the right to administer. Where a hearing is held the applicant must appear in person. Hearings sit Monday, Tuesday and Wednesday (Loc.R. 53.3), and Thursday and Friday are reserved for other court business.
  10. Take your letters of authority. On an admitted will the court issues letters testamentary to the executor named in the will (R.C. 2113.05); with no will it issues letters of administration to the administrator. Either way the appointment is recorded on Form 4.5 (Entry Appointing Fiduciary; Letter of Authority), and the letter of authority is the document banks and transfer agents ask to see. Order enough certified copies for the institutions you have to deal with; certified copies are $1.00 per page plus $2.00 per certification (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026).
  11. File the Medicaid estate recovery notice where it applies. Where the decedent, or the decedent's spouse, was subject to the Medicaid estate recovery program, the person responsible for the estate must submit a properly completed Medicaid estate recovery notice form to the administrator of the program no later than thirty days after letters are granted or after an application for release or summary release from administration is filed (R.C. 2117.061). Compliance is certified to the court on Form 7.0. This duty is not universal: it attaches only where the recovery program was in play.
  12. File the inventory within three months, and serve notice of its hearing. File an inventory of the decedent's Ohio real property and the tangible and intangible personal property to be administered within three months after the date of appointment, unless the court grants an extension for good cause shown (R.C. 2115.02), on Form 6.0 (Inventory and Appraisal). Portage County adds three requirements: every valuation must be supported by documentation showing both value and proof of ownership (Loc.R. 64.1(A)); the schedule of assets must state any fractional interest the decedent owned and the actual value of that fraction, and must describe real estate by street address and tax parcel identification number (Loc.R. 78.2(D)(1)); and unless notice is waived the fiduciary must serve notice of the inventory hearing by certified mail on the surviving spouse and all next of kin in an intestate estate or on all beneficiaries in a testate estate, with the waivers or proof of notice filed before the hearing (Loc.R. 64.1(B)). Where a tax valuation is used instead of a formal appraisal, attach a copy of the Portage County Auditor's valuation; where an appraiser is used, file Form 3.0 (Appointment of Appraiser) first and have the appraiser sign the certificate (Loc.R. 78.2(A)(3), the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026).
  13. Track the creditor window, which runs from the date of death. All claims must be presented within six months after the decedent's death, whether or not the estate is released from administration or a fiduciary is appointed in that period, and a claim not presented in that window is forever barred (R.C. 2117.06). Ohio requires no newspaper advertisement of the grant of letters, so the clock does not depend on publication, and in this county notice by publication is not even required in a release from administration unless the court orders it in a particular case (Loc.R. 78.2(C)(6)). The one statutory exception to the bar is the Medicaid estate recovery administrator, which may present its claim up to ninety days after receiving the recovery notice form or one year after death, whichever is later (R.C. 2117.061(D)). A creditor's claim filed with the court costs $10.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026).
  14. Move the vehicles and the real estate. For every automobile, watercraft, mobile home, motor, trailer or recreational vehicle, Loc.R. 78.2(A)(4) requires the Portage County Form 9.0C, the Application for Transfer of Motor Vehicle, and the checklists warn that the title bureau cannot accept paperwork without the make, model, year and vehicle identification number, or hull identification number for a boat. Where a Portage County parcel has to pass through the estate, the fiduciary applies for a Certificate of Transfer on Form 12.0 with Form 12.1 and records the certificate with the Portage County Recorder; a certificate-of-transfer filing costs $7.00 and a petition for sale of real property $25.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026). Where the parcel is worth less than the liens against it, Loc.R. 78.2(E) sets out a motion to abandon real property, with notice to the heirs, the county auditor, treasurer and prosecuting attorney, the municipality or township and the sanitary engineer, and a hearing no sooner than fourteen calendar days after filing.
  15. Account and close. Render a final and distributive account, or a certificate of termination, within six months after appointment (R.C. 2109.301; Loc.R. 64.3(A), which adds that this account cannot be waived under any circumstances). The account is filed on Form 13.0 (Fiduciary's Account) and costs $30.00, with a certificate of termination at $10.00 and a report of distribution at $7.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026). Where the estate needs longer, Loc.R. 64.3(B) splits the route in two: if one of the R.C. 2109.301(B)(1)(a) to (e) circumstances applies, file a Notice to Extend Administration by the day the six-month period expires and no court approval is needed, while any other ground requires an Application to Extend Administration filed at least five court days before the period expires and granted only on clear and convincing evidence of circumstances beyond the fiduciary's control. In a release from administration the commissioner instead files a report of distribution within thirty calendar days after completing distributions and no later than ninety calendar days after the entry relieving the estate (Loc.R. 78.2(C)(7)).

Executor duties

The statewide duties of an Ohio executor or administrator, the inventory within three months (R.C. 2115.02), the final account within six months (R.C. 2109.301) and the creditor window running from death (R.C. 2117.06), are covered on the Ohio state page. Portage County adds several published requirements on top of them that shape how a fiduciary actually handles money and paperwork here.

Local requirementWhat it means for a fiduciary
No cash disbursementsLoc.R. 64.2(E) provides that a fiduciary must not make any payment, expenditure or disbursement by way of a cash transaction, whether in cash, by debit card or by electronic means, unless authorized by law or by court order and supported by a contemporaneously issued receipt showing the date, amount, recipient and purpose. Paying routine and recurring expenses by electronic payment requires prior court approval. Pay by check from the estate account and keep the paper
No expenditure without authorityLoc.R. 64.2(D) provides that a fiduciary is not permitted to make any expenditure or other disbursement unless authorized by law or approved in advance by court order
Documentation for every entryLoc.R. 64.2(F) requires every disbursement in every account to be supported by receipts, vouchers, cancelled checks, written acknowledgments or other appropriate evidence of payment, and allows a bank statement showing the date, amount, payee and purpose to serve as that evidence. On the inventory side, Loc.R. 64.1(A) requires every valuation to be supported by documentation showing both value and proof of ownership. Where real estate was sold during an accounting period, a copy of the settlement statement must accompany the account (Loc.R. 64.2(B))
Accounts in the court's formatLoc.R. 64.2(C) requires each account to open with the inventory total for a first account or the prior account's ending balance, to subtotal receipts and disbursements by class, and to itemize and describe the assets remaining in the fiduciary's hands. On any account that is not a final and distributive account, the fiduciary must give the court written proof of the identity and current value of the remaining assets
Co-fiduciaries all signWhere more than one fiduciary is serving, every document filed that requires a fiduciary's signature must be signed by all of them (Loc.R. 78.1(A)), and all co-fiduciaries must attend a citation hearing (Loc.R. 77.5(B))
A street address on file, kept currentLoc.R. 75.3 requires every applicant and party to file complete contact information at the start of the case, including a mailing address, daytime telephone number, fax number if any and email address. A post office box is not sufficient, because service may need to be made by certified mail or in person, so a non-attorney must give a residence street address. Loc.R. 75.3(C) also asks filers to configure spam filters so the court's emails are not blocked, and puts the consequences of a blocked email on the filer
Alternate distribution needs consent on fileWhere heirs or beneficiaries want tangible personal property distributed differently from the will or the intestate shares, all interested parties must consent in a notice filed with the court; if anyone refuses, or there is a disagreement about property that is not specifically bequeathed, the fiduciary files Form 10.0, the application to distribute in kind, for the court to decide (Loc.R. 78.2(A)(5))
Fees come on the court's own computation sheetsAttorney fees, executor and administrator commissions, guardian fees and trustee fees are each computed on the court's own computation sheets under Loc.R. 71, Loc.R. 72 with R.C. 2113.35, Loc.R. 73.1 and Loc.R. 74.1, with signature lines for the attorney and the fiduciary. An executor or administrator commission that does not exceed the R.C. 2113.35 amount needs no separate application, but the completed computation must accompany the account for the period in which the fee is paid (Loc.R. 72.1(A)). An application for attorney or fiduciary fees costs $5.00 and an application for a fiduciary's claim $10.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Status and review hearings exist and can be asked forA fiduciary or the fiduciary's attorney may request a status conference to discuss unique issues or unanticipated problems, and a status conference is not a formal hearing (Loc.R. 78.1(C)). Anyone with a financial or personal interest who has reasonable cause to believe a fiduciary has committed wrongdoing, neglect or other misconduct may file a written request for a review hearing, which must be filed in the probate clerk's office and copied to the fiduciary at the same time; the court will not accept the allegation in any other form and will not pursue anonymous allegations absent a clear showing of danger (Loc.R. 78.1(D))

Forms and documents

Probate forms in Portage County

Portage County uses two layers of forms, and you need both. The first layer is the statewide set: Ohio has one set of Standard Probate Forms prescribed by the Supreme Court of Ohio and used in all 88 counties, published on the Supreme Court's decedent's estate forms page. The Supreme Court's own page says these forms should be filed in the local county court and that the local court may have additional forms that must be filed. Portage County does. Loc.R. 51.1 requires the Supreme Court forms wherever one has been prescribed, and Loc.R. 51.2 then provides that where this court has prescribed a form of its own, that form must be used and the court will not accept any other form in its place even if the other form purports to contain the same information. The court's own local forms are defined in Loc.R. 2.1(E) as PCL Forms, and all of them are published on the court's website.

The load-bearing statewide items for a decedent's estate are Form 1.0 (Surviving Spouse, Children, Next of Kin, Legatees, and Devisees), Form 2.0 (Application to Probate Will), Form 4.0 (Application for Authority to Administer Estate), Form 4.5 (Entry Appointing Fiduciary; Letter of Authority), Form 5.0 (Application to Relieve Estate From Administration) with Form 5.1 (Assets and Liabilities of Estate to be Relieved from Administration), Form 5.10 (Summary Release From Administration) with Form 5.11 (Entry Granting Summary Release From Administration), Form 6.0 (Inventory and Appraisal), Form 7.0 (Certification of Notice to Administrator of Medicaid Estate Recovery Program), Form 12.0 (Application for Certificate of Transfer) and Form 13.0 (Fiduciary's Account). Note that the summary-release form is Form 5.10 and the application to relieve an estate from administration is Form 5.0. The court's checklists also call for the paired entries and notices in the same numbering, among them Form 2.1, Form 2.3, Form 2.4, Form 3.0, Form 4.2, Form 4.3, Form 4.4, Form 5.2, Form 5.3, Form 5.6, Form 8.0, Form 8.1, Form 8.3, Form 8.4, Form 8.5, Form 8.6, Form 10.0 and Form 12.1. Confirm the current version on the Supreme Court of Ohio forms page before you file, because numbering and titles are revised from time to time.

The Portage County layer has three parts. The court's forms page publishes seventeen categories, of which Estates, Wrongful Death, Insolvency, Miscellaneous and Trust matter to an estate, plus an Attorney Fee and Fiduciary Fee Computation set. That computation set is the clearest example of a mandatory local form: it contains the court's own computation sheets for attorney fees under Loc.R. 71, for administrator and executor commissions under R.C. 2113.35 and Loc.R. 72, for guardian fees under Loc.R. 73.1 and for trustee fees under Loc.R. 74.1, carrying signature lines for the attorney and the fiduciary. Second, Loc.R. 78.2(A)(4) requires the Portage County Form 9.0C, the Application for Transfer of Motor Vehicle, for all automobile, watercraft, mobile home, motor, trailer and recreational-vehicle transfers, with a companion application for a recreational vehicle, boat or trailer. Third, the court publishes a dated filing checklist for each estate route, and those checklists are the most useful documents on the site for a family filing without a lawyer: full administration with a will, full administration without a will, release from administration, summary release of estate, and certificate of transfer only.

Three formatting rules decide whether the counter takes your paperwork. The court's full administration filing checklist states that all paperwork must be typed and that handwritten documents will not be accepted, that all filings must be single-sided and double-sided originals will not be accepted, and that original paperwork must not be stapled. The local rules say the same thing and add the detail: 8.5 by 11 inch paper with no backing, body type no smaller than 10 point and no larger than 12 point, originals unstapled so they can be imaged, irregular items such as green certified-mail cards taped to a plain white sheet with no more than three to a page, and no use of a typed signature marker in place of a real signature (Loc.R. 52.1, Loc.R. 57.3). A computer-generated form must reproduce the prescribed form's exact wording and formatting, including every blank line, with no alterations (Loc.R. 52.1(B)), and if you use third-party probate software it is your job to check the court's website for the current version of its forms (Loc.R. 52.1(C)).

ResourceWhat it provides
Supreme Court of Ohio Standard Probate Forms, decedent's estate (supremecourt.ohio.gov/forms/all-forms/decedents-estate/8)The statewide forms used in Portage County, including Forms 1.0, 2.0, 4.0, 4.5, 5.0, 5.1, 5.10, 5.11, 6.0, 7.0, 12.0 and 13.0, with the numbered variants, waivers and entries the court's checklists call for
Portage County Probate Court Documents and Forms (portagecounty-oh.gov/juvenileprobate-court/pages/probate-court-documents-forms)The court's own library in seventeen categories, including Estates and the Attorney Fee and Fiduciary Fee Computation set, plus the per-route filing checklists. Where the court has prescribed a form, its use is mandatory (Loc.R. 51.2)
Portage County Probate Court local rules of practice, amended effective April 22, 2022 (linked from the Supreme Court of Ohio local rules index and the court's own site)The 132-page rule set behind every requirement on this page, including Loc.R. 51 and 52 on forms, Loc.R. 53 on hours and hearings, Loc.R. 57 on filing methods, Loc.R. 58 on costs, Loc.R. 60 on the application to administer and nonresident fiduciaries, Loc.R. 64 on inventories and accounts, Loc.R. 75 on self-representation and bonds, Loc.R. 77 on citations and Loc.R. 78 on case management
Portage County Probate Court schedule of common court deposits and fees (portagecounty-oh.gov/juvenileprobate-court, Probate Court Costs)The deposit for each case type and the charge for each ongoing filing, with the statutory fund each dollar goes to. The schedule prints no effective date, so confirm the figures with the court
Portage County Probate Court Payment Information sheet (portagecounty-oh.gov/juvenileprobate-court, Pay Court Cost)How to pay: in person with cash, check, money order or a major debit or credit card with identification, by phone on (330) 297-3870, by mail to PO Box 936, or online for probate court costs only, with the processing charges for each card route

Fees

Ohio splits probate costs in two. Most fee items are set statewide by statute in R.C. 2101.16(A), but the number a family actually pays when it opens an estate is the advance deposit for costs that each probate court sets by its own local rule, which the statute caps at $125.00 (R.C. 2101.16(E)), plus the optional computerization and dispute-resolution charges a court may add (R.C. 2101.162, R.C. 2101.163). Portage County Probate Court publishes its own schedule of common court deposits and fees and requires advance payment of the full amount of costs anticipated in the proceeding being filed (Loc.R. 58.1(B)), so the figures below are the county's own rather than a statewide estimate. The schedule is unusually easy to plan around because every decedent's estate route comes to the same total, $200.00, and the schedule shows exactly which statutory fund each dollar goes to. The schedule prints no effective date, so confirm the current figures with the court before you file, and note the schedule's own instruction to call the Probate Court for deposits and charges not listed on it.

ItemAmountNotes
Full administration, with or without a will$200.00The court's published deposit to open a full administration. The schedule itemizes the no-will version as an administrative deposit of $60.50 plus a legal aid fund charge of $26.00 (R.C. 2303.201(C)(1)), a computerization fund charge of $20.00 (R.C. 2101.162(B)(1)), a special projects fund charge of $20.00 (R.C. 2303.201(E)(1)), computer research of $6.00 (R.C. 2303.201(A)(1)), a Probate Court IT fund charge of $20.00 under county Resolution 17-0179, docket, index and recording of $25.00, and application, legal news and forms of $22.50 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Release from administration, with or without a will$200.00The county's total court cost to apply to relieve an estate from administration (R.C. 2113.03), filed on Forms 5.0, 1.0, 5.1 and 5.6. The statutory component is the $60.00 fee for relieving an estate from administration or granting a summary release (R.C. 2101.16(A)), of which $20.00 goes to the county's indigent guardianship fund. No legal aid fund charge is assessed on this route (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Summary release from administration, with or without a will$200.00The schedule's line for a summary release (R.C. 2113.031), filed on Forms 5.10, 1.0 and 5.11 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Concealment of assets$150.00Where a fiduciary or an interested party asks the court to examine a person suspected of concealing or embezzling estate assets (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Wrongful death proceedings, insolvency, reopening an estate$50.00 wrongful death, $50.00 insolvency, $75.00 to reopenDeposits for the three add-on estate proceedings families most often meet. A full insolvency proceeding is governed by Loc.R. 62.2 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Inventory, account, certificate of termination$20.00 inventory, $30.00 account, $10.00 certificate of terminationThe court's ongoing estate charges. A report of distribution is $7.00, a statement in lieu of an account or waiver of a partial account $10.00, a creditor's claim $10.00, and waivers or proof of notice of an account $1.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Real estate and vehicles$7.00 certificate of transfer, $25.00 petition for sale of real property, $5.00 vehicle transferThe application, entry and certificate for transfer of real property is $7.00; a petition for sale of real property is $25.00; a transfer of motor vehicle including one certified copy is $5.00, filed on Portage County Form 9.0C (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Appointment of a fiduciary, probating a will$35.00 appointment, $15.00 willStatutory items, the same in every Ohio county (R.C. 2101.16(A)). The court's deposit rule requires advance payment of the full costs anticipated in the proceeding, and further filings not covered by the original advance payment are charged as they are made (Loc.R. 58.1(B))
Copies$1.00 per page certified, plus $2.00 per certificationCertified copies are what a letter of authority costs, so order enough for the banks and transfer agents you have to deal with. A certified abstract of a marriage certificate is $3.00 and certified mail is $10.00. Under Loc.R. 55.1(D) certified, authenticated or exemplified copies must be ordered at least one court day in advance and paid for before they are made (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026)
Card payment chargesIn person: $2.00 up to $50.00, $3.00 to $100.00, $4.00 to $150.00, $5.00 to $200.00, then 3.5%. Online: $2.00 up to $50.00, then 4%The court takes major debit and credit cards in person with identification, by phone on (330) 297-3870 during office hours, or online for probate court costs only. Checks must be drawn on a bank in Portage or an immediately surrounding county (Loc.R. 58.2(A)), and a dishonored payment must be made good in cash within three court days along with the court's bank charges (Loc.R. 58.2(B)) (the court's Payment Information sheet, portagecounty-oh.gov, verified July 2026)
Citation costs and sanctions for a late filing$10.00 in the grace period; $15.00 plus a $50.00 sanction after it, through the Monday before the citation hearing; $25.00 plus a $100.00 sanction after that, up to and at the hearingCharged per responsible person when a required filing goes overdue and a citation issues (Loc.R. 77.3, Loc.R. 77.4). These are the personal responsibility of the fiduciary and of the attorney of record, each of whom pays the full amount from personal funds, and Loc.R. 77.1(E) forbids paying, reimbursing or charging them to the estate (the court's local rules of practice, amended effective April 22, 2022)

Timeline

  1. Filing day. New cases and any filing requiring a fee must be submitted by 3:30 p.m. to be processed that day; anything later is not reviewed and filed until the next court day (Loc.R. 53.1(A)). The office itself is open Monday to Friday, 8:00 a.m. to 4:00 p.m.
  2. Appointment hearing, if one is required. The court holds a hearing on the application for authority to administer in all intestate cases and in all cases where no suitable person is nominated in, or able and willing to serve under, the will; it waives the hearing where the applicant is the sole heir or beneficiary, where nobody else is entitled to notice, or where all persons entitled to notice have waived the right to administer (Loc.R. 60.3(F)). Where the hearing is held, the applicant must appear in person.
  3. Hearing days. The court conducts hearings on Monday, Tuesday and Wednesday, and reserves Thursday and Friday for other court business, making exceptions only to meet a statutory time limit or a true emergency (Loc.R. 53.3). Hearings start promptly and the court will not wait for a late participant; check in no later than five minutes before the scheduled time under Loc.R. 53.3(B), and Loc.R. 78.1(E)(3) asks participants, attorneys and witnesses to check in at least ten minutes early.
  4. Remote appearance request, at least five days ahead. A party wanting to appear by videoconference must file a request with a proposed entry no later than five days before the event, and the court may allow it where attending in person would be an undue burden or expense or would affect health, safety or comfort. Telephone is permitted only where videoconference is impracticable, and neither is available for a citation hearing (Loc.R. 53.3(C) and (D), Loc.R. 77.5(B)).
  5. A release from administration is set for a paper hearing. The court's own checklist states that where notice is not waived on Form 5.2, the court serves the Form 5.3 notice on everyone who did not waive and the application is set for a paper hearing so service can be perfected before approval (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026). Notice by publication is not required in a release from administration unless the court orders it in the particular case (Loc.R. 78.2(C)(6)).
  6. Inventory, within three months of appointment (R.C. 2115.02), with the notice of the inventory hearing served by certified mail on the surviving spouse and next of kin, or on all beneficiaries in a testate estate, unless waived; the waivers or proof of notice must be filed before the scheduled hearing (Loc.R. 64.1(B)).
  7. Exceptions to an inventory or an account. The court sets the matter for a pretrial conference within thirty days after the exceptions are filed, and the civil litigation procedures in Loc.R. 78.10 then apply (Loc.R. 78.2(D)(2)).
  8. Report of distribution in a release from administration, within thirty calendar days after all distributions are complete and no later than ninety calendar days after the entry relieving the estate from administration is filed (Loc.R. 78.2(C)(7)).
  9. Final and distributive account or certificate of termination, within six months after appointment (R.C. 2109.301; Loc.R. 64.3(A), which adds that it cannot be waived). To go longer, file a Notice to Extend Administration by the day the six-month period expires where one of the R.C. 2109.301(B)(1)(a) to (e) circumstances applies, in which case no court approval is needed, or an Application to Extend Administration at least five court days before the period expires on any other ground, which the court grants only on clear and convincing evidence of circumstances beyond the fiduciary's control (Loc.R. 64.3(B)).
  10. If a deadline is missed, a citation issues promptly and without warning. The court sends no advance reminders of upcoming filing deadlines and points fiduciaries to its online docket for their dates (Loc.R. 77.1(C)). The citation names the overdue filing, sets a grace period of twenty calendar days from issuance during which the document may be filed on payment of a citation cost but with no sanction, and fixes the date of a citation hearing (Loc.R. 77.2(B)). The fiduciary and the attorney of record must appear in person at a citation hearing wherever they live, and failing to appear is contempt of court (Loc.R. 77.5(B) and (C)).

Local nuance

Portage County-specific considerations

There is no e-filing, and fax cannot open a case. Loc.R. 57.4 lists three methods of filing and no more: in person to the court's deputy clerks during business hours, by mail or private delivery service, and by fax. The rule's subsections run A, B, C, D and F, with no electronic-filing subsection at all, and the court publishes no e-filing system. Fax is genuinely useful for later filings, because a faxed document is accepted as the original and the filer keeps the paper original until the case closes, but Loc.R. 57.4(F) excludes from fax any filing that opens a new case, any pleading requiring service of summons, any filing that requires an original will, accounts that require financial statements for verification, and anything over ten pages excluding the cover page. Fax fees must be paid in advance, and the court's own best-practice note asks filers to use mail or the counter as the routine route.

Typed only, single-sided, unstapled. The court's own full administration filing checklist puts it bluntly: all paperwork must be typed and handwritten documents will not be accepted, all filings must be single-sided and double-sided originals will not be accepted, and original paperwork must not be stapled. The local rules add 8.5 by 11 inch paper with no backing, body type between 10 and 12 point, no typed signature marker in place of a real signature, and irregular items such as certified-mail cards taped to a plain white sheet, no more than three to a page (Loc.R. 52.1, Loc.R. 57.3). A filer who prints a form double-sided or writes it out by hand will be turned away, which is a real risk for a family that drove in from out of town.

Every application needs the proposed entry attached. Loc.R. 57.5(A) provides that all applications and motions must be accompanied by a proposed entry prepared by the person applying, and that the court may decline to accept a filing that arrives without one. That is why the court's checklists pair Form 2.0 with Form 2.3, Form 4.0 with Form 4.5, Form 5.0 with Form 5.6 and Form 5.10 with Form 5.11 in the initial filing. Preparing the order you want signed is part of the filing, not something the court does for you.

The value estimate is a condition of filing. This court will not open an estate on a blank. Loc.R. 60.3(C)(1) and Loc.R. 75.2(B)(1) both provide that the court will not accept for filing any application in which the value estimates are blank, listed at $0.00, stated as unknown, or otherwise fail to reflect a positive value. Exact figures are not required, only good faith estimates, and the exact values come later on the inventory; the court's stated reasons are to check that you are using the right procedure and to set the initial bond. The narrow exception is an appointment for a limited purpose with no probate assets to administer, such as pursuing a wrongful death claim, releasing a paid mortgage or opening an ancillary administration, which must be accompanied by a notice of appointment for limited purpose (Loc.R. 60.3(C)(2)).

Bond is the default, and the exemption has to be claimed up front. Loc.R. 75.2 requires every fiduciary to post a bond from a bonding company acceptable to the court, in an amount at least double the value of the personal property plus annual real property rentals plus other annual income, and the court issues no letters until the bond is filed or an exemption is established. Where the applicant truly cannot estimate values, the minimum bond is $100,000.00. The published grounds for dispensing with bond are a controlling instrument that expressly dispenses with it, total personal property, annual income and annual rentals of less than five thousand dollars, funds impounded in a restricted account under R.C. 2109.13 with written verification on Form 22.3, a direct-payee arrangement in a guardianship, and other special circumstances approved by the court, and even then the court may still order bond (Loc.R. 75.2(G) and (H)). A claimed exemption must be established at the same time as the application, and otherwise a written bond commitment must accompany it. No bond is required in a summary release, and none in a release from administration unless the court orders otherwise (Loc.R. 78.2(B)(3) and (C)(4)).

An out-of-state fiduciary must hire an Ohio attorney. This is the single most consequential local rule for families spread across states. Loc.R. 60.4(A) provides that all nonresident fiduciaries must be represented by an attorney licensed and in good standing in Ohio. Loc.R. 60.4(B) then requires that the estate's assets remain in or be moved to Portage County, and that the nonresident applicant satisfy one of three protections: a substantial portion of the intangible personal property deposited in a custodial account at a financial institution located in Portage County under R.C. 2109.13, an Ohio-resident co-fiduciary who is named as an alternate or successor fiduciary in the governing instrument, or a bond under R.C. 2109.04 even where the instrument waives bond. Loc.R. 60.4(C) allows a narrow exception for a nonresident executor nominated in the will to serve without bond who is also a residual beneficiary, or the trustee of a trust that is a residual beneficiary, where all the other residual beneficiaries consent. A nonresident must also be eligible under R.C. 2109.21 in the first place, and the court's checklists note that an administrator, or an administrator with the will annexed, must be an Ohio resident.

Waivers are only needed from Ohio residents. A quirk worth knowing before you chase signatures: the court's checklists state that where someone with an equal right to serve as administrator has not waived, notice on Form 4.4 goes to Ohio residents only, and that no waivers are needed from anyone out of state. If the surviving spouse is the applicant, no waivers are needed at all. Where there is no surviving spouse, or the spouse is not the applicant, everyone else on the front page of Form 1.0 other than the applicant needs to waive, and that includes giving notice on account of minor children who have priority to serve but cannot because of their age (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026).

Certificate of transfer only has its own waiting period. Where real estate is the only asset, the court runs a certificate-of-transfer-only proceeding rather than a full administration, and its checklist sets three conditions: the decedent must have been a resident of Portage County at death or have owned real estate in the county, real estate must be the only asset in the estate, and the date of death must be more than six months before the date of filing (the court's own estate filing checklists, portagecounty-oh.gov, verified July 2026). That last condition lines up with the six-month creditor bar measured from death (R.C. 2117.06) and it means the route is not available immediately after a death. Where there is a will, the checklist also requires the certificate of service of the notice of probate of will to be on file before the certificate of transfer can issue.

Missed deadlines cost the fiduciary personally. Loc.R. 77 is unusually explicit. The court sends no reminders and points fiduciaries to its online docket for their dates; a citation issues promptly once a filing is overdue; the citation opens a grace period of twenty calendar days in which the document can be filed for a $10.00 citation cost and no sanction; after the grace period the cost rises to $15.00 with a $50.00 sanction through the Monday before the citation hearing, and after that, up to the minute the hearing begins and at the hearing itself, to $25.00 with a $100.00 sanction. Every one of those amounts is charged per responsible person, meaning the fiduciary and the attorney of record each pay the full amount, and Loc.R. 77.1(E) forbids paying, reimbursing or charging any of it to the estate. Both must appear in person at a citation hearing wherever they live, and failure to appear is contempt (the court's local rules of practice, amended effective April 22, 2022).

One judge, two buildings, and a marriage bureau by appointment. In roughly a third of Ohio counties one elected judge presides over both the probate and juvenile divisions, and Portage is one of them: the court brands itself the Portage County Juvenile / Probate Court. The two divisions are not in the same place. Probate is at the Ravenna courthouse, 203 West Main Street, on (330) 297-3870; juvenile is at 8000 Infirmary Road, on (330) 297-0881. The court's Marriage License Bureau shares the Ravenna office but keeps its own hours, 8:30 a.m. to 3:30 p.m., its own direct dial, (330) 297-3871, and an appointment-only policy under which walk-ins are not accepted (Loc.R. 53.2), so an estate filer arriving at the same counter should ask for the probate clerks.

Court staff will check your blanks, not your content. The court publishes a Court Policy on Dispensing Legal Advice that is worth reading before you go in. By law court employees, including deputy clerks, cannot give legal advice; deputy clerks may look over paperwork to see that the right blanks have been filled in and that you provided the necessary names, addresses and signatures, but they cannot tell you whether the content of your filing is adequate or will satisfy the court, and the policy tells you to consult an attorney or research the law at the library. Loc.R. 75.1 confirms the right to represent yourself and states that the court holds self-represented people to the same standards as attorneys, and the rules' own opening notice says there are no special exceptions or more lenient standards for people without counsel.

Recent updates

DateChange
April 22, 2022The court's current local rules of practice took effect. This 132-page set is the edition the Supreme Court of Ohio's trial-court directory links for the Portage County Probate Division, and it is what fixes the 8:00 a.m. to 4:00 p.m. hours and the 3:30 p.m. filing cutoff (Loc.R. 53.1), the Monday, Tuesday and Wednesday hearing schedule and the five-day videoconference request (Loc.R. 53.3), the mandatory local forms rule (Loc.R. 51.2), the three methods of filing with no e-filing and the limits on fax (Loc.R. 57.4), the advance-payment cost rule (Loc.R. 58.1), the nonresident fiduciary requirements (Loc.R. 60.4), the bond regime (Loc.R. 75.2) and the citation and sanction schedule (Loc.R. 77). The rules apply to all cases on or after that date whether pending, reopened or newly filed (Loc.R. 5.2) (source: the court's local rules of practice, verified July 2026).
2021 onwardThe court's probate forms library moved online. As late as November 2021 the court's forms page said that probate forms were available only at the clerk's office or by mail from the court; the page now publishes the full library in seventeen categories together with a dated filing checklist for each estate route. The checklists carry their own revision dates: release from administration revised August 30, 2021, summary release of estate revised November 5, 2021, and certificate of transfer only revised November 18, 2021. Take the current version from the court's Probate Court Documents and Forms page rather than a saved copy (source: the court's forms page and checklists, verified July 2026).

Page last reviewed: July 2026.

Scenarios

SituationLikely path in Portage CountyWhere Sunset helps
Surviving spouse, co-owned homeIf the Kent, Ravenna, Aurora or Streetsboro home was held jointly with right of survivorship, or was covered by a transfer on death designation affidavit recorded with the Portage County Recorder before death (R.C. 5302.22), it passes to the survivor outside probate and the court is not involved in the house itself. Where other assets stood in the decedent's sole name, the spouse files at 203 West Main Street: the original will with Forms 2.0 and 2.3, Form 1.0, Form 4.0 and Form 4.5 plus the fiduciary acceptance, leading to letters testamentary, or the same set without the will documents, leading to letters of administration. Where the spouse is the applicant no waivers are needed from anyone. Watch the spousal election package: the checklist requires either Form 8.6, the waiver of service of the citation to elect, or the served set of Forms 8.0, 8.3, 8.4 and 8.5, with Form 8.1 if the spouse elects to take under the will. Where the spouse inherits everything the estate may instead qualify to be relieved from administration on Forms 5.0, 1.0, 5.1 and 5.6 (R.C. 2113.03), which needs a copy of the funeral bill showing it paid in full and which needs no bond unless the court orders one. Either route deposits $200.00 (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026).Asset discovery to establish how the home and the accounts are titled and what actually has to reach the court, which in Portage County also decides whether the application will be accepted at all, because the court refuses applications with blank or unknown value estimates. Packet generation for the Ravenna filing, typed, single-sided and paired with the proposed entries the court requires. A vetted attorney referral if title, the spousal election or a creditor claim turns out to be contested.
Out-of-state adult child, small estateTwo Portage County rules decide this one. First, the route: where the whole estate is worth $35,000 or less, or $100,000 or less where a surviving spouse inherits everything, an interested party can apply to relieve the estate from administration on Forms 5.0, 1.0, 5.1 and 5.6 rather than run a full administration (R.C. 2113.03), and the court's checklist adds that the applicant for commissioner must be an Ohio resident. Where the applicant is not the spouse, paid or contracted to pay the funeral bill, and the assets do not exceed $5,000 and are no more than the funeral expenses, a summary release on Forms 5.10, 1.0 and 5.11 may fit instead (R.C. 2113.031); the spouse version of that route is measured by the $40,000 allowance for support (R.C. 2106.13) plus up to $5,000 of funeral and burial expenses, not by any single statutory ceiling. Second, and the point most out-of-state families miss: if you want to serve as the fiduciary yourself, Loc.R. 60.4 requires a nonresident fiduciary to be represented by an Ohio-licensed attorney and to satisfy one of three asset protections, and the checklists say an administrator must be an Ohio resident. Because there is no e-filing, the filing itself goes in by mail with a cover letter, the fee and a stamped self-addressed envelope (Loc.R. 57.4(B)). A release does not shorten the six-month creditor window measured from the date of death (R.C. 2117.06).Asset discovery to establish the estate's value from out of state and confirm which route it qualifies for. Packet generation for the release, the summary release or the full administration, assembled to the county's typed and single-sided standard so it can be posted to PO Box 936 rather than driven to Ravenna. A vetted Portage County probate attorney where the nonresident fiduciary rule means counsel is not optional.
Parent settling a predeceased child's estate, home must be soldBecause real property has to be sold, this is a full administration. With no will the parent files Form 4.0 with Form 1.0, Form 4.5 and the fiduciary acceptance, and Form 4.3 waivers from any Ohio-resident sibling with an equal right to serve, or the Form 4.4 notice where someone will not waive; the court holds a hearing on the application in every intestate case unless the applicant is the sole heir, nobody else is entitled to notice, or everyone entitled to notice has waived the right to administer, and at any hearing the applicant must appear in person (Loc.R. 60.3(F)). Expect the bond question early: bond is at least double the personal property plus annual rentals and income, and letters do not issue until it is filed or an exemption is established (Loc.R. 75.2). The inventory is due within three months on Form 6.0 (R.C. 2115.02), and here the schedule of assets must state any fractional interest and its actual value and describe the property by street address and tax parcel identification number, supported either by a print-out of the Portage County Auditor's tax value or by a formal appraisal preceded by Form 3.0. Title moves by a Certificate of Transfer applied for on Form 12.0 with Form 12.1 and recorded with the Portage County Recorder, or the parcel is sold through the estate on a petition for sale of real property. If the sale drags, note Loc.R. 64.3(B): inability to sell real estate is not, absent exceptional circumstances, a valid ground to extend administration beyond six months unless the property has been actively listed.Asset discovery for the child's accounts, policies and Portage County property, including anything the parent did not know about, and the good faith values the application must carry. Packet generation for the administration application, the inventory, the account and the certificate of transfer. A vetted Portage County probate attorney to run the sale, handle the bond and carry any contested step.

Self-help resources

ResourceWhat it offers
Portage County Probate Court (portagecounty-oh.gov/juvenileprobate-court), 203 West Main Street, Ravenna, OH 44266, PO Box 936, (330) 297-3870, fax (330) 297-3894The filing office for estates, open Monday to Friday 8:00 a.m. to 4:00 p.m. with a 3:30 p.m. cutoff for new cases and fee-bearing filings. Its pages carry the probate forms library in seventeen categories, the per-route filing checklists, the deposit schedule, the payment information sheet, the local rules, marriage license information and the Search Court Records link. No email address is published, so use the phone, the mail address or the fax line
Portage County Probate Court Court Policy on Dispensing Legal AdviceThe court's published statement of what its staff can and cannot do: deputy clerks may check that the right blanks are filled in and that the necessary names, addresses and signatures are present, but by law they cannot give legal advice or tell you whether the content of a filing is adequate. The policy directs filers to consult an attorney or research the law at the library
CourtView eServices case search and payment (services.portageco.com/eservices)The portal the court links as Search Court Records. Its welcome page states that it carries case information from the Portage County Common Pleas Court, General and Domestic Relations Divisions, Probate Court, and the Portage County Municipal Court's Ravenna and Kent traffic, criminal and civil divisions, from 1992 through the present, and it also takes card payment of probate court costs. Access is gated by a letters-from-image check, and case numbers use the court's own format such as 2026ES00000
Portage County Law Library, 241 S. Chestnut St., 1st Floor, Ravenna, OH 44266, (330) 297-3661The library the court's own legal-advice policy points to, open Monday to Friday 8:00 a.m. to 4:00 p.m. It is a self-serve library, members of the public may use the materials on site only, there are no attorneys on staff, and library staff cannot give legal advice, explain court procedures or help complete forms. It links to Ohio Legal Help and Community Legal Aid and offers a digital law library to registered users
Supreme Court of Ohio Standard Probate Forms, decedent's estate (supremecourt.ohio.gov/forms/all-forms/decedents-estate/8)The statewide forms used in every Ohio county, including Portage, with the numbered variants, waivers and entries. The Supreme Court's page notes that the local court may require additional forms, which Portage County does and makes mandatory under Loc.R. 51.2
Supreme Court of Ohio trial courts directory and local rules index (supremecourt.ohio.gov/courts/judicial-system/ohio-trial-courts/)The official court name, Portage County Court of Common Pleas, Probate Division, and the link to the court's probate local rules. Note that the directory still points at the county's legacy web host, which serves the same site as the county's current address
Ohio Legal Help (ohiolegalhelp.org)Plain-language Ohio probate guides from a statewide non-profit, including release from administration and summary release, form assistants, and a resource page for the Portage County Probate Court. Not a government site, so confirm court details with the court
Community Legal Aid (communitylegalaid.org), HelpLine (800) 998-9454, offices (330) 535-4191, Ravenna outreach center 250 S. Chestnut St., Ravenna, OH 44266The legal-aid law firm whose service area covers Portage County; it serves eight northeast Ohio counties, Medina, Summit, Portage, Trumbull, Mahoning, Columbiana, Stark and Wayne, from staffed offices in Akron, Canton, Warren and Youngstown plus outreach centers. The Ravenna outreach center is open for walk-ins on Wednesdays from 8:30 a.m. to 4:30 p.m. and by appointment otherwise. Its published list of issues it can help with includes end-of-life planning and probate, alongside debt, housing, family, record sealing and public benefits work. Eligibility is income-based, so apply online or through the HelpLine
Akron Bar Association Lawyer Referral and Information Service, 57 South Broadway Street, Akron, OH 44308, (330) 253-5038The referral service registered with the Supreme Court of Ohio for Summit, Portage, Wayne and Medina counties, per the Supreme Court's 2026 list of Lawyer Referral and Information Services. Use it to reach a screened probate attorney who practices in Portage County
Pro Seniors Legal Helpline (proseniors.org), (800) 488-6070A statewide Ohio helpline that provides free legal information, advice and referral for residents of Ohio aged 60 and over, regardless of income, with attorneys available Monday to Friday from 9:30 a.m. to 2:30 p.m. and appointments in thirty-minute blocks. Its listed topics include Medicaid estate recovery, living wills and powers of attorney. It is registered with the Supreme Court of Ohio as a statewide lawyer referral and information service, so it is useful where the person settling the estate is themselves an older adult
Ohio State Bar Association lawyer referral (ohiobar.org/public-resources/lawyer-referral/) and the Supreme Court's certified referral services list (supremecourt.ohio.gov/attorneys/referral-services/)Attorney referrals statewide, plus the official list of registered referral services, which is where to confirm a local referral service before using it

When to hire an attorney

Ohio does not require an attorney to open an estate, and Portage County Probate Court says so directly: Loc.R. 75.1(A) provides that all persons wishing to represent themselves in any probate proceeding are permitted to do so. It says the rest just as directly. Loc.R. 75.1(B) holds self-represented people to the same standards as attorneys, the rules open with a notice that they apply equally to everyone with no special exceptions or more lenient standards for people without counsel, and the court's legal-advice policy confirms that deputy clerks can check your blanks but cannot tell you whether your filing works. Counsel is not optional at all in one situation here: under Loc.R. 60.4(A) a nonresident fiduciary must be represented by an Ohio-licensed attorney. Beyond that, counsel makes sense when a will is contested or a dispute among heirs is likely; when someone files exceptions to an inventory or an account, which sends the matter to a pretrial conference within thirty days and then into the court's civil litigation track (Loc.R. 78.2(D)(2), Loc.R. 78.10); when a surviving spouse is electing against the will; when the estate is insolvent, which also rules out a release from administration under Loc.R. 78.2(C)(5); when a creditor is pressing a claim inside the six-month window measured from death (R.C. 2117.06); when Portage County real estate has to be sold, abandoned or transferred and the terms are disputed; when the estate holds a business interest, out-of-state property, or a wrongful-death or injury claim; when bond cannot be avoided and the amount is in issue under Loc.R. 75.2; or when the six-month account cannot be met and an application to extend administration has to clear the clear-and-convincing standard in Loc.R. 64.3(B). Remember too that a citation cost or sanction under Loc.R. 77 falls on the fiduciary and the attorney personally and cannot be charged to the estate, which is a reason to have the deadlines professionally tracked in a complicated estate. Sunset can connect families to a vetted Portage County probate attorney when the situation calls for counsel.

How Sunset helps

Find the accounts and assets. Sunset searches more than 2,300 financial institutions and public records to surface bank and credit-union accounts, retirement plans, brokerage holdings, life insurance, Portage County real estate, vehicles, business interests and unclaimed property, so you know the estate's value and which Ohio estate settlement route fits. That matters more here than in most counties, because Portage County Probate Court refuses an application whose value estimates are blank, zero or unknown.

Generate the probate packet. Sunset assembles the paperwork for your route, whether a full administration, an application to relieve the estate from administration or a summary release, on the statewide Standard Probate Forms, prepared typed and single-sided with the paired proposed entries the Portage County counter expects, ready to file in Ravenna or post to PO Box 936.

Find a local probate attorney. When a matter is contested, involves a property sale, or otherwise calls for counsel, including the Loc.R. 60.4 requirement that an out-of-state fiduciary be represented by Ohio counsel, Sunset connects families to a vetted Ohio probate attorney serving Portage County and the Akron area.

Sunset is free for families. Revenue comes from bank partners that pay Sunset while estate funds sit in an FDIC-insured estate account ($3M coverage).

Frequently asked questions

Where do I file for probate in Portage County, Ohio?

With the Portage County Probate Court, the probate division of the Portage County Court of Common Pleas (R.C. 2101.01), at 203 West Main Street, Ravenna, OH 44266, or by mail to 203 W. Main St., PO Box 936, Ravenna, OH 44266. The phone number is (330) 297-3870. File in Portage County if the decedent was a resident of the county at the time of death (R.C. 2113.01); the court also handles filings where an out-of-county decedent owned Portage County real estate. Two wrong turns to avoid: 8000 Infirmary Road is the juvenile side of the same court and estates cannot be filed there, and the Portage County Clerk of Courts is not the probate filing office, because in Ohio the elected probate judge is the clerk of the probate court (R.C. 2101.11(A)(1)(a)).

Can I e-file probate documents in Portage County?

No. Portage County Probate Court publishes no electronic filing system. Loc.R. 57.4 lists the methods of filing as in person to the court's deputy clerks during business hours, by mail or private delivery service, and by fax, and there is no electronic-filing subsection in the rule. Fax on (330) 297-3894 is a real channel for later filings, and a faxed document counts as the original filing once the court has it and the fee, but Loc.R. 57.4(F) excludes any filing that opens a new case, any pleading needing service of summons, any filing requiring an original will, accounts needing financial statements for verification, and anything over ten pages excluding the cover page. So an estate is opened on paper, in person or by mail. What you can do online is search the docket and pay probate court costs, through the county's eServices portal.

How much does it cost to open an estate in Portage County?

$200.00 for any of the three decedent's estate routes, per the court's published schedule of common court deposits and fees: $200.00 for a full administration with or without a will, $200.00 for a release from administration with or without a will, and $200.00 for a summary release. The court requires advance payment of the full amount of costs anticipated in the proceeding (Loc.R. 58.1(B)). The schedule itemizes each $200.00 total into an administrative deposit plus the county fund charges it lists: computerization (R.C. 2101.162(B)(1)), special projects (R.C. 2303.201(E)(1)), computer research (R.C. 2303.201(A)(1)), legal aid (R.C. 2303.201(C)(1)) on the full administration routes, the Probate Court IT fund under county Resolution 17-0179, and docket, recording and application items (Portage County Probate Court schedule of common court deposits and fees, portagecounty-oh.gov, verified July 2026). For background, Ohio law sets the underlying statutory fee items, such as the $35.00 fiduciary appointment fee and the $15.00 fee to probate a will, and lets a probate court require an advance deposit for costs by local rule of up to $125.00 (R.C. 2101.16(A) and (E)). The schedule prints no effective date, so confirm the current figure with the court before you file.

What are the Portage County Probate Court hours, and is there a filing cutoff?

Monday to Friday, 8:00 a.m. to 4:00 p.m., closed on weekends and major holidays, with no lunch closure published (Loc.R. 53.1, the contact panel on the court's own pages, and the court's Payment Information sheet, portagecounty-oh.gov, verified July 2026). The cutoff is the part that catches people: under Loc.R. 53.1(A) a new case, or any filing that requires payment of a fee, must be submitted by 3:30 p.m. to be processed that day, and a later filing is not reviewed and filed until the next court day. Court days are Monday through Friday except legal holidays set by the Portage County Board of Commissioners and emergency closings of county offices (Loc.R. 2.1(C)). The Marriage License Bureau runs 8:30 a.m. to 3:30 p.m. and is appointment only, with no walk-ins (Loc.R. 53.2).

What days does the Portage County Probate Court hold hearings, and can I appear by video?

The court conducts hearings on Monday, Tuesday and Wednesday, and reserves Thursday and Friday for other court business, departing from that schedule only to meet a statutory time limit or a true emergency (Loc.R. 53.3). Remote appearance is by application: Loc.R. 53.3(C) lets the court permit a videoconference appearance where attending in person would be an undue burden or expense or would affect health, safety or comfort, and a party wanting one must file a request with a proposed entry no later than five days before the event. Telephone is allowed only where videoconference is impracticable, and where a statute requires personal attendance the court will consider a request only in a truly exceptional circumstance. Two hearings are in person whatever happens: a citation hearing, at which the fiduciary and the attorney must appear in person wherever they live (Loc.R. 77.5(B)), and a hearing on an application for authority to administer, at which the applicant must appear in person (Loc.R. 60.3(F)).

How do I look up a Portage County probate case online?

Use the county's CourtView eServices portal at services.portageco.com/eservices, which the court links from its own pages as Search Court Records. The portal's welcome page states that it carries case information from the Portage County Common Pleas Court, General and Domestic Relations Divisions, Probate Court, and the Portage County Municipal Court's Ravenna and Kent traffic, criminal and civil divisions, from 1992 through the present. Access is gated by a letters-from-image check, and a case number search needs the court's exact format, a year followed by a case designation and a five-digit number, for example 2026ES00000. Getting documents is a separate step: Loc.R. 55.1 provides that public records are examined in person at the court, that a closed file is stored off site and needs at least two court days' notice to retrieve, that older records may sit at the Portage County Archives, and that certified, authenticated or exemplified copies must be ordered at least one court day in advance and paid for before they are made. Records made confidential by law or court order are not open at all, and unseal automatically only 75 years after the file is closed (Loc.R. 55.2).

What forms do I need for a Portage County estate?

Both layers, and here the local layer is mandatory. The statewide Standard Probate Forms prescribed by the Supreme Court of Ohio are the core: Form 1.0 (Surviving Spouse, Children, Next of Kin, Legatees, and Devisees), Form 2.0 (Application to Probate Will) with Form 2.3, Form 4.0 (Application for Authority to Administer Estate) with Form 4.5, Form 5.0 (Application to Relieve Estate From Administration) with Forms 5.1 and 5.6, Form 5.10 (Summary Release From Administration) with Form 5.11, Form 6.0 (Inventory and Appraisal), Form 7.0 (Certification of Notice to Administrator of Medicaid Estate Recovery Program), Form 12.0 (Application for Certificate of Transfer) with Form 12.1, and Form 13.0 (Fiduciary's Account). Portage County Probate Court then prescribes its own forms, called PCL Forms in Loc.R. 2.1(E), and Loc.R. 51.2 provides that where the court has prescribed a form its use is required and the court will not accept any other form in its place. The clearest examples are the court's attorney, fiduciary, guardian and trustee fee computation sheets and Form 9.0C, the Application for Transfer of Motor Vehicle, required by Loc.R. 78.2(A)(4) for all automobile, watercraft, mobile home, motor, trailer and recreational-vehicle transfers. Start from the court's own checklist for your route, which lists every item the initial filing needs.

Why did the court refuse my application, and what does it check?

The three most common reasons here are all published. First, values: Loc.R. 60.3(C)(1) requires a good faith estimate of the value of the estate assets, and the court will not accept an application in which the estimates are blank, listed at $0.00, stated as unknown, or otherwise fail to reflect a positive value. Second, format: the court's own full administration checklist states that all paperwork must be typed, that handwritten documents will not be accepted, that filings must be single-sided, and that originals must not be stapled, and Loc.R. 57.3 adds 8.5 by 11 inch paper and 10 to 12 point body type. Third, the missing entry: Loc.R. 57.5(A) requires a proposed entry, prepared by you, to accompany every application or motion, and allows the court to decline the filing without one. Deputy clerks may check that the right blanks are filled in and the necessary names, addresses and signatures are present, but they cannot tell you whether the content is adequate.

I live out of state. Can I be the executor of a Portage County estate?

Sometimes, and never without an Ohio lawyer. Loc.R. 60.4(A) provides that all nonresident fiduciaries must be represented by an attorney licensed and in good standing in Ohio, and Loc.R. 60.4(B) requires the estate's assets to remain in or be moved to Portage County, with the nonresident applicant satisfying one of three protections: a substantial portion of the intangible personal property deposited in a custodial account at a financial institution located in Portage County under R.C. 2109.13, an Ohio-resident co-fiduciary named as an alternate or successor fiduciary in the governing instrument, or a bond under R.C. 2109.04 even where the will waives bond. A narrow exception in Loc.R. 60.4(C) covers a nonresident executor nominated to serve without bond who is also a residual beneficiary, or trustee of a residual-beneficiary trust, with the consent of the other residual beneficiaries. A nonresident must also be eligible under R.C. 2109.21, and the court's checklists state that an administrator, or an administrator with the will annexed, must be an Ohio resident. On the other hand, no waivers are needed from relatives who live out of state.

Will I have to post a bond as executor or administrator in Portage County?

Assume yes unless you fit a published exception. Loc.R. 75.2 requires every fiduciary to post a bond from a bonding company acceptable to the court in an amount at least double the value of the personal property plus annual real property rentals plus other annual income, and no letters issue until the bond is filed or an exemption is established (Loc.R. 60.3(D)(3)). Where the applicant truly cannot estimate values, the minimum bond is $100,000.00 (the court's local rules of practice, amended effective April 22, 2022). The court will dispense with bond where the will or other controlling instrument expressly dispenses with it, where the total of personal property, annual income and annual rentals is less than five thousand dollars, where funds are impounded in a restricted account under R.C. 2109.13 with written verification on Form 22.3, in a guardianship direct-payee situation, or on a showing of other special circumstances, and it may still order bond even then. Two easier cases: no bond is required in a summary release, and none in a release from administration unless the court orders otherwise.

Do I have to travel to Ravenna to settle an estate here?

For at least one trip, usually yes, and possibly two. There is no e-filing, so the case is opened either at the counter at 203 West Main Street or by mail under Loc.R. 57.4(B), which requires the court to actually receive the filing before the deadline and asks for a cover letter with your full contact details, the case name and number, clear instructions, the fee and a stamped self-addressed envelope if you want file-stamped copies back. An original will has to reach the court as an original and cannot be faxed. Where the court holds a hearing on the application for authority to administer, the applicant must appear in person (Loc.R. 60.3(F)), and both the fiduciary and the attorney must appear in person at any citation hearing wherever they live (Loc.R. 77.5(B)). Other hearings can sometimes be done by videoconference on a request filed at least five days ahead (Loc.R. 53.3(C)). Call (330) 297-3870 to confirm what your matter needs before you book travel.

Shaped by the families we've helped

Thank you to the thousands of families who have trusted Sunset to help settle their loved ones' estates. This page is shaped by the questions they actually asked and the obstacles they actually hit — and that hard-won experience is what keeps it accurate, current, and genuinely useful to the families who come next.

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