Although the Report of Guardian can be handwritten, guardians are strongly advised to use the interactive form on the website to type the report and print it out for filing. If the Report of Guardian form is typed or saved to a personal computer, it can be updated with any changes every six months, printed, and filed.
Letters of conservatorship and orders terminating conservatorships must be filed or recorded in the Office of the Recorder of Deeds so that notice of the transfer of title is on file. There is a fee associated with this filing.
A small bank account held on the ward’s behalf may be listed on the Report of Guardian in paragraph 22. The Court determines what qualifies as "small."
Contact the DC Office of Aging and Disability Resource Center at (202) 724-5626 for a list of available day programs in the DC area for an elderly or disabled ward. The Court’s Guardianship Assistance Program at (202) 879-9407 may also be able to provide guidance and assistance.
After a guardian or conservator has been appointed by the Court, a Petition Post Appointment may be filed to request Court action concerning an issue that arises in the intervention proceeding. A notice called Notice of Right to Respond and/or Request an Oral Hearing must be mailed to all parties with the Petition Post Appointment. If you object to the relief requested or want to request an oral hearing, file a written response or request for a hearing or both within thirteen business days of the date upon which the petition was mailed to you. The mailing date is in the certificate of service on the last page of the petition post appointment. A Request for Oral Hearing form can be submitted to request a hearing. A Response to Petition Post Appointment can also be submitted.
Take the Letters of conservatorship, your identification, and the ward’s Social Security number to a District of Columbia bank that is conveniently located. Open a bank account that is titled in the name of the subject and yourself as conservator. Usually, this is a checking account that returns checks and provides monthly bank statements because bank statements and canceled checks are needed to prepare the annual account and copies must be presented with the account.
If a ward has assets consisting of less than the Medicaid resource and income limits, apply for Medicaid, also known as DC medical assistance. Once the ward is found to be eligible, Medicaid will pay the difference between any income that the ward has and the nursing home bill, less a small monthly personal needs allowance for the ward.
Consult counsel for advice and direction. Among the possibilities are a petition for rule to show cause for possession in accordance with Superior Court, Probate Division Rule 313 in the Probate Division, a lawsuit for possession in Landlord Tenant Court, or a complaint to the Metropolitan Police Department.
File a Petition Post Appointment to Terminate Conservatorship, a Preliminary Order of Termination, an Order Appointing Counsel, and a Notice of Hearing on Subsequent Petition, in compliance with Superior Court, Probate Division Rule 334. After a hearing, the Court will issue a preliminary order of termination, direct the filing of a final account and report within 60 days, and appoint a successor. Upon approval of the final account, the Court will enter a final order of termination.
File a Petition Post Appointment to resign. The Court will hold a hearing to determine whether to terminate your appointment and appoint a successor guardian.