No. A petition for compensation is not required to be filed in estates where persons died on or after July 1, 1995. Instead, a person who has a problem with the compensation paid or to be paid must file an objection with the Court and ask the Court to review the reasonableness of compensation claimed or paid.
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.
There is a $25 fee for filing an Objection (Exception) to Account or Inventory in an intervention proceeding.
Fill in the information on the inventory form and schedules, provide documentation in support of all transactions listed, and file at the Probate Division’s Duty Auditor station located at 515 5th Street, NW, Room 313, Washington, DC 20001. All inventories must be machine-printed or typewritten. Inventories may be filed by mail. The Probate Division offers seminars regarding how to prepare and file an inventory called Getting Started – Inventory Preparation. Call the Duty Auditor at 202-879-9447 for more information.
Generally, an account is audited within 30 to 45 days from the date that it is filed. If no initial audit notice has been received after 60 days, you may contact the auditing branch manager at 202-879-9429 or the supervisory auditor at 202-879-9412 to inquire about the status of the audit.
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.
Submit a copy of the foreign subpoena, a completed Probate Division PBM subpoena form, and a $10.00 fee for each subpoena requested to the Probate Clerk’s Office in the Probate Division on the third floor at 515 5th Street, NW, Washington, DC. The names, addresses, and telephone numbers of all counsel of record and of all parties not represented by counsel must be included either in the foreign subpoena or on the second page of the PBM subpoena form.
There is no set rate of compensation for a personal representative in the District of Columbia. For estates of decedents dying on or after July 1, 1995, the standard is "reasonable" compensation. For estates of decedent’s dying before July 1, 1995, Superior Court, Probate Division Rule 125 set a guideline of 4.5 to 8% of the assets and income of the estate for the combined fee of the personal representative and the attorney for the personal representative.
The following pleadings must be verified to be filed in the Probate Division:
1. All Petitions - SCR-PD 2(b) and 3
2. Complaints filed in Probate Matters - SCR-PD 107(a), and 208(a)
3. Accounts - DC Code 20-721
4. Inventories - DC Code 20-711
5. Guardian Reports - SCR-PD 328
6. Assignments - SCR-PD 120 and 420
7. Claims - DC Code 20-905(a)
8. Affidavits of Mailing and Non-Mailing in Standard Probate - SCR-PD 403(a)(8)
9. Any Affidavit - SCR-CIV 9
10. Verification and Certificate of Notice - SCR-PD 403(b)(3)
