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.
Probate Division Rule 204(a)(2) requires that an inventory be filed by the guardian within ninety days after qualification or ninety days after the order bringing the guardian under the Court’s authority, supervision, or direction. If there are no assets to collect, an affidavit to that effect must be filed in lieu of the inventory.
No. To update an address in the court’s case management system, eFile a Praecipe-Change of Address within 14 days of the change so that the court is able to mail court orders, delinquency notices, and notices of court proceedings to the correct address. Your address of record is maintained on the court’s case management system, not with the court’s eFile vendor.
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.
There is a $20 fee for filing an objection to an account in a decedent’s estate.
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.
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)
A settlement agreement should be accompanied by a Praecipe to Accompany Settlement Agreement, so that the Probate Division knows whether the case may be closed or whether there are issues remaining. All settlement agreements are subject to judicial review.
