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PROBATE COURT OF STARK COUNTY, OHIO ESTATE OF, DECEASED CASE NO. SURVIVING SPOUSE, CHILDREN, NEXT OF KIN, LEGATEES AND DEVISES R.C. 2105.06, 2106.13 and 2107.19 Use with those applications or filings

How to fill out legatees and devisees

How to fill out legatees and devisees:

1. Gather important information: Start by collecting all the necessary details about the legatees and devisees. This may include their names, addresses, relationship to the deceased, and any specific bequests or devises mentioned in the will.
2. Consult with legal counsel: It is advisable to seek professional legal advice when filling out legatees and devisees. An attorney specializing in estate planning can provide guidance and ensure that all legal requirements are met.
3. Determine the type of property: Different rules may apply depending on whether the property being distributed is a specific bequest (legatee) or a general bequest (devisee). Specific bequests involve specific items or assets, while general bequests involve a portion of the general estate.
4. Identify alternate legatees and devisees: It's important to include alternate legatees and devisees in case the primary beneficiaries are unable to receive their gifts. This can help prevent any legal complications or disputes in the future.
5. Be clear and specific: Clearly state the wishes of the testator regarding the legatees and devisees in the will. Avoid any vague or ambiguous language that could lead to interpretation issues or disputes among beneficiaries.

Who needs legatees and devisees?

1. Individuals creating a will: Anyone who is preparing a last will and testament needs to consider naming legatees and devisees. These individuals are the ones who will receive specific gifts or bequests from the testator's estate.
2. Testators with specific intentions: Legatees and devisees are particularly important for individuals who have specific intentions for certain assets or properties. They allow the testator to distribute their estate according to their wishes and provide for their loved ones in a customized manner.
3. Estate administrators: Legatees and devisees play a crucial role in helping estate administrators carry out the distribution of assets and property. By clearly identifying legatees and devisees in the will, it becomes easier for administrators to accurately transfer the intended gifts.

Note: The advice provided here is for informational purposes only and is not a substitute for professional legal advice. It is always recommended to consult with a qualified attorney when dealing with estate planning matters.

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What is legatees and devisees?

Legatees and devisees are individuals who are named in a will to receive property or assets from the deceased person's estate.

Who is required to file legatees and devisees?

The executor or personal representative of the deceased person's estate is typically required to file information about legatees and devisees.

How to fill out legatees and devisees?

To fill out information about legatees and devisees, the executor or personal representative will need to gather the names, addresses, and relationship to the deceased of each individual named in the will.

What is the purpose of legatees and devisees?

The purpose of reporting legatees and devisees is to ensure that the proper individuals receive the assets or property designated to them in the deceased person's will.

What information must be reported on legatees and devisees?

The information that must be reported on legatees and devisees typically includes their full name, address, relationship to the deceased, and the specific assets or property they are entitled to receive.