Local Rule - State of Indiana

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(3) Where the heirs or legatees have filed a written request that the fiduciary servewithout bond, the bond may be set in the amount adequate to protect the rights ofthe creditors and taxing authorities only.(4) In an unsupervised estate, bond may be set at the discretion of the Court.(5) No bond shall be required in any supervised estate or guardianship in which acorporate banking fiduciary qualified by law to serve as such is either the fiduciaryor one of several co-fiduciaries.5200.20 Restriction in Lieu of Bond. In lieu of a bond as required by Section5200.10 of this Rule, a fiduciary may restrict transfer of all or part of the liquid assets of the estateor guardianship by placing those assets in a federally-insured financial institution with thefollowing restriction placed on the face of the account or document: NO PRINCIPAL ORINTEREST SHALL BE WITHDRAWN WITHOUT WRITTEN ORDER OF THE CIRCUIT ORSUPERIOR COURT OF PORTER COUNTY, INDIANA. The attorney for the estate or thefiduciary shall file with the Court written acknowledgment by the federally insured financialinstitution of the account's restriction.5200.30 Value. All petitions to open an estate or guardianship shall set forth theprobable value of the personal property plus the estimated annual rents and profits to be derivedfrom the property in the estate or guardianship.5200.40 Surety. The name and address of the insurance agency providing thecorporate surety bond shall be typed or printed on all corporate bonds in any estate orguardianship.LR64-PR00- 5300INVENTORY5300.10 No inventory shall be filed by the fiduciary in all estates and guardianships asfollows: Estates (supervised and unsupervised), within sixty (60) days; Guardianships, withinninety (90) days for permanent guardians and within thirty (30) days for temporary guardians. Alltimes relate to the date of appointment of the fiduciary. In the event a partial inventory is filed, allsubsequent inventories must contain a recapitulation of prior inventories.LR64-PR00-5400REAL ESTATE5400.10 Appraisals. In all supervised estates and guardianships in which real estate isto be sold, a written professional appraisal shall be filed with the Court at the time of filing thePetition for Sale unless such appraisal was filed with the Inventory. Such written appraisal shallinclude as a minimum the following elements:51
(1) A brief description of the property interest being appraised, including the full legaldescription thereof.(2) Purpose or objective of the appraisal.(3) Date for which fair market value is determined.(4) Data and reasoning supporting the fair market value.(5) Fair market value determined.(6) Statement of assumptions and special or limiting conditions.(7) Certification of disinterest in real estate.(8) Signature of the appraiser.All such appraisals shall be made within one year of the date of the Petition for Sale.5400.20 Deeds. All deeds submitted to the Court for approval in either estate orguardianship proceedings shall be signed by the fiduciary and the signature notarized prior to itssubmission. All such deeds shall be submitted with the Report of Sale of Real Estate or at thetime of the hearing on the Final Account. Copies of such deeds shall be filed with the Court for itsrecords.5400.30 Recording. Whenever a final decree reflects that real estate has vested inheirs or beneficiaries, the decree shall be recorded with the recorder of the county where any suchreal estate is located and evidence of said recording shall be provided to the Court with theSupplemental Report.LR64-PR00-5500SALE OF PERSONAL PROPERTY5500.10 Appraisals. In all supervised estates and guardianships, no Petition to SellPersonal Property shall be granted unless a written appraisal prepared by a person competent toappraise such property and setting forth the fair market value thereof, is filed with the Court at thetime of the filing of the Petition to Sell, unless such appraisal was filed with the Inventory. Allappraisals shall be made within one year of the date of the Petition to Sell. This rule shall notapply to personal property which is sold at public auction.5500.20 When No Appraisal Required. No written appraisal shall be required forthe sale of assets which are traded in a market and the value of which is readily ascertainable.Such assets include, but are not limited to, stocks, bonds, mutual funds, commodities, andprecious metals.52
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TABLE OF PORTER COUNTY LOCAL RULESI
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LR64-TR03-3200..70. ...............
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LR64-PR00-5000.10 .................
Page 8 and 9:
X. PROBLEM SOLVING COURT RULES ....
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1100.30 Production and Form. All fi
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1500.20 Default of Defendant. Upon
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LR64-SC12-1800VENUELocal Small Clai
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(5) the judgment creditor or attorn
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2000 SERIESPORTER COUNTYLOCAL FAMIL
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2400.6 Term of Service.(1) The guar
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LR64-TR65-2910 RESTRAINING ORDERS29
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SUPPLEMENT TO THE PORTER COUNT LOCA
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ii.iii.iv.Identification of issues
Page 32 and 33:
EXAMPLE ASSET FORMASSET NUMBER ASSE
Page 34 and 35:
APPENDIX BFINANCIAL DECLARATION FOR
Page 36 and 37: Gross IncomePer week bi-weekly per
Page 38 and 39: Other (Specify):TOTAL WEEKLY DEDUCT
Page 40 and 41: 9. Cell phone10. Dues/subscriptions
Page 42 and 43: VII. BANK ACCOUNTSType of Account(C
Page 44 and 45: XI.OTHER PROFESSIONAL OR BUSINESS I
Page 46 and 47: XIV. PERSONAL STATEMENT REGARDING D
Page 48 and 49: APPENDIX CFINANCIAL DECLARATION FOR
Page 50 and 51: Employer Dates of employment Compen
Page 52 and 53: D. OTHER EXPENSES1. Food2. Clothing
Page 54 and 55: The Petitioner shall pay $The Respo
Page 56 and 57: ALL OF WHICH IS FOUND AND RECOMMEND
Page 58 and 59: 6. Are there now or have there been
Page 60 and 61: APPENDIX FIN THE PORTER CIRCUIT COU
Page 62 and 63: Cause NumberAPPEARANCE FORM (CIVIL)
Page 64 and 65: 3000.50 In the event the filing of
Page 66 and 67: 3200.50 Margins and Bindings. Margi
Page 68 and 69: 3300.90 Motions to Strike or to Ins
Page 70 and 71: 3500.30 Time for Filing. Motions or
Page 72 and 73: 3600.40 Depositions. Depositions sh
Page 74 and 75: 3800.30 Pre-Trial Order. At the con
Page 76 and 77: Department; Porter County Sheriff
Page 78 and 79: then the judge of Porter Superior C
Page 80 and 81: I UNDERSTAND THAT MY ATTORNEY IS IN
Page 82 and 83: 4910.20 Defendant. The defendant sh
Page 84 and 85: LR64-CR00-4920 PRE-TRIAL CONFERENCE
Page 88 and 89: LR64-PR00-5600CLAIMS5600.10 Five (5
Page 90 and 91: LR64-PR00- 5900UNSUPERVISED ADMINIS
Page 92 and 93: PROBATE - APPENDIX ACERTIFICATION B
Page 94 and 95: PROBATE - APPENDIX CMAXIMUMFEE GUID
Page 96 and 97: II.III.MiscellaneousA. Probate Will
Page 98 and 99: PROBATE - APPENDIX DSTATE OF INDIAN
Page 100 and 101: 6000 SERIESPORTER COUNTYLOCAL FAMIL
Page 102 and 103: LR64-FC00-6600CASE CONSOLIDATION AN
Page 104 and 105: (11) Court means the particular cou
Page 106 and 107: LR64-JR04-7100PROCEDURE FOR SUMMONI
Page 108 and 109: LR64-JV00-8050CASE CONFERENCECase C
Page 110 and 111: 7. At any time submit to a drug scr
Page 112 and 113: 9000 SERIES PORTER COUNTYLOCAL ELEC
Page 114 and 115: Notice of Filing Pleading (Manner o
Page 116 and 117: 10000 SERIESPORTER COUNTY LOCAL PRO
Page 118: 10300.30 Assignment. The day-to-day
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Local Rule - State of Indiana

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