File a motion for an extension of time to comply with the audit requirements providing the reason why an extension is needed. The judge may, or may not, grant such a motion.
Pursuant to DC Code, sec. 20-724 (a)(1), a first account is due within one year and one day after the first publication of notice pursuant to section 20-704. Accordingly, if the first attempt at publication was unsuccessful, then the first account is not due until one year and one day from the date of the successful republication.
In an unsupervised estate, pursuant to DC Code, sec. 20-734, the personal representative has a duty to provide an account to the interested persons at reasonable intervals or on reasonable demand, and the personal representative may be compelled to account to the Court in a proceeding initiated by an interested person following notice and a hearing. However, because the estate is unsupervised, there is no duty to file the account with the Court unless the Court orders that an account to be filed or an estate to be converted to supervised probate. In a supervised estate, the first account is due for filing with the Court one year plus one day from the first date of publication of the Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs. Subsequent accounts are due every nine months thereafter.
The powers and duties of a special administrator are set forth in DC Code, sec. 20-533, Superior Court, Probate Division Rule 419, and the order of appointment. A special administrator is not usually required to file an inventory but is ordinarily required to file periodic reports and is required to account for the property of a decedent upon the appointment of a personal representative.
Yes. A checklist is available and can be found on pages 6-11 of the Inventory and Accounting Guide.
Yes. A checklist is available and can be found on pages 6-11 of the Inventory and Accounting Guide or on the Probate Division’s website.
Yes. A checklist is available on pages 6 to 11 of the Inventory and Accounting Guide and on the Probate Division website.
There is a $25 fee for filing an Objection (Exception) to Account or Inventory in an intervention proceeding.
File a written statement signed by each person who received a distribution stating that the person received the distribution and listing specifically the amount of the final payment received.
The forms needed are: (1) Account; (2) Schedules A – L; (3) Schedule K-1 for interim accounts, (4) Financial Account Information (Form 27) (for confidential information under Superior Court, Probate Division Rule 5.1); (5) copies of bank statements; and (6) copies of canceled checks, receipts, or vouchers in support of all transactions. Sometimes, the original bank statements or canceled checks may be requested during the account audit. The Account, Schedules A - L, and Financial Account Information (Form 27) can be found on the Probate Division website.