Accounts must be filed no later than thirty days after the anniversary date of the appointment of the conservator or successor conservator once each year. A final account must be filed no later than 60 days after the date of death of the ward. See Superior Court, Probate Division Rule 330.
There is a $20 fee for filing an objection to an account in a decedent’s estate.
According to DC Code, sec. 19-1502, a disclaimer is the refusal to accept an interest in or power over property. It is a document that allows a person who inherits an interest in a trust or estate to disclaim that interest. The effect of a disclaimer is that it extinguishes the interest of the person who disclaimed as if it had never existed and the interest passes to the person who would have received it if the person who disclaimed had never existed.
An examiner is an individual who has training or experience in the diagnosis, care, or treatment of the causes and conditions giving rise to incapacity. Sometimes, the examiner is the physician of the subject. Superior Court, Probate Division Rule 326 states the duties of an examiner.
Bond is a type of insurance. A guardian appointed by the Court must purchase a bond in an amount of the assets that the guardian will be holding plus one year’s income. If the guardian misappropriates the money, the bonding company will pay the money back up to the amount of the bond.
File a Petition Post Appointment for removal of the conservator in accordance with Superior Court, Probate Division Rule 322. Be specific regarding the reasons for removal of the conservator, and be prepared to appear at a hearing to present your view.
If a party thinks that the compensation requested is too high, the hourly rate charged is excessive under the circumstances, or charges are included for services not performed, an Objection (Exception) to Fee Petition may be filed.
It is a fund of money established by the District of Columbia for payment for services rendered on behalf of persons whose funds would be depleted by payment of fees. See DC Code, sec. 21-2060.
The date that the Findings of Fact or order of appointment is docketed is the official date of appointment; however, Letters are not issued until the guardian files an Acceptance and Consent and, when a conservator is appointed, a bond.
