Skip to main content

Use This County Probate Reference Before You File

This page is built for the detailed county-level checks that generic probate guides usually miss: local filing fees, District Court contact details, administrative orders, e-filing rules, and hearing logistics for Montgomery County.

Local Fee Schedule

Review county-specific probate filing charges before you estimate total case cost.

Court Rules and Orders

Check the local rules, judge procedures, and administrative orders that can change how a case moves.

Clerk and Filing Logistics

Confirm where to file, whether e-filing is allowed, and how hearings or notices are handled locally.

Montgomery County District Court Guide

21st Judicial District (District Court probate jurisdiction; 21st Judicial Circuit) · District Court information · Updated July 2026

(859) 498-5966District Court

Viewing the professional reference · Switch to the family guide

21st Judicial District (District Court probate jurisdiction; 21st Judicial Circuit)|

Filing & Fees

Fee Schedule Signals

Source ↗

Probate Filing Fees

Filing TypeFee
Formal Administration
Standard probate for larger estates
$50

Note: Kentucky sets probate court costs statewide by Supreme Court rule, so they are the same in every county and are NOT graduated by estate value: opening a probate case (a decedent's estate) in District Court costs a flat $50.00 probate filing fee (CR 3.03(1)(c) under Supreme Court of Kentucky Order 2026-15, effective July 1, 2026). A $20.00 court technology fee (KRS 27A.630; CR 3.03(1)(m)) and any small county library or court-facility add-on (KRS 172.180; KRS 453.060) are added to civil filings, and a $20 sheriff service-of-process fee applies only if process is requested (KRS 24A.170), so the practical total to file is roughly $70 plus small county add-ons. Kentucky imposes no probate tax on the value of the estate. Recording the probated will with the Montgomery County Clerk is a separate flat $33 fee (KRS 64.012, effective July 15, 2026). Amounts per the Supreme Court order and KRS 24A.170; confirm the current District Court cost with the Montgomery Circuit Court Clerk before filing.

Kentucky sets probate court costs statewide by Supreme Court rule, so they are the same in every county and are NOT graduated by estate value: opening a probate case (a decedent's estate) in District Court costs a flat $50.00 probate filing fee (CR 3.03(1)(c) under Supreme Court of Kentucky Order 2026-15, effective July 1, 2026). A $20.00 court technology fee (KRS 27A.630; CR 3.03(1)(m)) and any small county library or court-facility add-on (KRS 172.180; KRS 453.060) are added to civil filings, and a $20 sheriff service-of-process fee applies only if process is requested (KRS 24A.170), so the practical total to file is roughly $70 plus small county add-ons. Kentucky imposes no probate tax on the value of the estate. Recording the probated will with the Montgomery County Clerk is a separate flat $33 fee (KRS 64.012, effective July 15, 2026). Amounts per the Supreme Court order and KRS 24A.170; confirm the current District Court cost with the Montgomery Circuit Court Clerk before filing.

Required Documents

  • Certified Death Certificate

    Order certified copies from the Kentucky Office of Vital Statistics ($6 first copy, $6 each additional copy in the same order) or through VitalChek.

  • Original Will

    The original signed will, if one exists, offered to the District Court for probate (KRS 394.140).

  • Petition for Probate and Appointment of Personal Representative(AOC-805)

    Filed in the District Court of the decedent's county of residence to admit the will to probate and appoint an executor or administrator (KRS 395.015 to 395.030). The court issues letters testamentary (with a will) or letters of administration (without).

  • Inventory(AOC-841)

    Filed within 90 days of qualifying (KRS 395.250); confidential and filed under seal.

  • Settlement (Periodic or Final)

    A periodic or final settlement is filed with the District Court to close the estate (KRS 395.605 to 395.640); an informal settlement may be available for smaller estates.

  • Petition to Dispense with Administration(AOC-830)

    Used when the KRS 391.030 exemption ($30,000, or $15,000 for deaths before July 15, 2020) plus preferred claims equals or exceeds the distributable assets (KRS 395.455); the court orders the assets transferred without full administration.

E-Filing & Filing Methods

Records portal

Check live court-record information when available. Search results may not include every probate record.

Filing Methods: in person, by mail, e file

Timelines & Proceedings

Deadlines & Creditor Claims

Key Deadlines

Will Deposit
Verify locally
Creditor Claims
6 months

Creditor Claims

Period Starts
appointment of the personal representative
Statute
KRS 396.011

Related Proceedings

Property Recording

Source ↗