Judge's Sidebar: Probate News

Court Announces Changes to Magistrate Staff

Judge Montgomery is pleased to announce that Raymond S. Parello has accepted the position of Staff Attorney. Ray will work closely with Judge Montgomery regarding research, writing, and implementation of new procedures in the Probate Court to enhance the court's ability to deliver high quality services to the Attorney Bar and general public. Further, Mr. Parello will assist with the court's expanding Mediation Program and assist current Mediator, Michael R. Moran, in this endeavor.

Additionally, Judge Montgomery is pleased to announce the hiring of Robert V. Morris as a new General Magistrate beginning early May. Mr. Morris is a long time Franklin County practicing attorney (1979-present) in the areas of Probate Litigation, Estate Planning, and Trust, Estate and Guardianship Administration, as well as serving as a Special Magistrate for the Mental Health Hearings in the Franklin County Probate Court from 1992 to the present.

With the addition of Mr. Morris and the filling of the Staff Attorney position by Mr. Parello, the court will be able to continue the high level of service performance it provides during these difficult economic times.

Congratulations to both Mr. Parello and Mr. Morris.

Rules and Procedures Regarding Confidential Personal Identifiers on Probate Court Filings

Starting July 1, 2009, filers are required to omit certain information from documents filed with the court based upon changes to the rules of Superintendence by the Ohio Supreme Court. This information includes the following:

  1. Social Security Numbers (except the last 4 digits), and
  2. Financial account numbers, such as bank account numbers, investment account numbers, and debit or credit card numbers (the entire number)

Filers will complete a form called Confidential Personal Identifiers where they record financial account numbers necessary for tracking accounts, securities, and other pertinent information pertaining to their probate cases. View more information and instructions on how to use this form.

Guardianship Student Visitor Program

In cooperation with The Ohio State University School of Social Work and Ohio Dominican University, the Probate Court takes on student interns to assist with home visits on the Court's guardianship cases.

The student visitor program was created as a means for the Court to monitor the effectiveness of existing guardianships while helping to prepare future professionals in the fields of social work, mental health and elder care.

Supervised by the Licensed Social Worker on staff with the probate court, these students visit a select number of the court's wards, speak to their respective guardian(s) and make general inquiries into the functionality of the guardianship. These visits are made to existing wards of the Court, unlike the visits that are made to proposed wards prior to the court determining their need for guardianship.

The Court encourages guardians to help their wards understand that these home visits are not a re-evaluation of their competency but rather an examination of the effectiveness of the guardianship which is already in place.

Homeowners's Helpline

The Franklin County Commissioners, Treasurer, and Prosecuting Attorney have teamed up to provide a website and helpline that assists homeowners facing financial crisis. Check out their website for resources and information or Dial 211 and the operators at First Link will connect you with a housing counselor.

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Information Technology Projects

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