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PC-E-13.0 (Rev. 9-2004) PROBATE COURT OF FRANKLIN COUNTY, OHIO ROBERT G. MONTGOMERY, JUDGE LAWRENCE A. BASIS, JUDGE ESTATE OF, DECEASED CASE NO. FIDUCIARY S ACCOUNT R.C. 2109.30 Executors and Administrators
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How to fill out 130 fiduciary39s account hb
How to fill out 130 fiduciary's account hb:
01
Gather all necessary financial documentation, such as bank statements, investment records, and income statements.
02
Review the instructions provided with the 130 fiduciary's account hb form to familiarize yourself with the requirements and reporting guidelines.
03
Fill in the personal information section accurately, providing your name, address, Social Security number, and any other requested details.
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Complete the income section by entering all sources of income, including wages, dividends, and interest. Make sure to report the amounts accurately.
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Report any deductions or exemptions that may apply to your specific situation, such as expenses related to operating a business or medical expenses.
06
List all assets owned by the fiduciary in the appropriate section, including real estate, investments, and personal property. Provide detailed information and values for each asset.
07
If applicable, disclose any liabilities or debts associated with the fiduciary. Include loans, mortgages, and outstanding credit card balances.
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Double-check all entries for accuracy and completeness before submitting the form.
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Who needs 130 fiduciary's account hb:
01
Individuals appointed as fiduciaries by a court or other legal authority may need to file a 130 fiduciary's account hb form.
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This form is typically required when managing the financial affairs and assets of a minor or an incapacitated individual.
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Executors or administrators of estates may also be required to file this form to report the financial activities and transactions related to the estate.
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Trustees who are responsible for managing trust funds or assets may also need to fill out and file a 130 fiduciary's account hb form.
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It is recommended to consult with a legal professional or tax advisor to determine if you are required to file this form based on your specific fiduciary responsibilities.
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