Generally, requirements are reviewed within 2 weeks of submission. However, in complex matters or accounts with extensive audit requirements, the process may take longer.
File a written statement signed by the distributee listing, specifically, the monetary amount of the final distribution received by the distributee.
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.
The inventory must be filed no later than 90 days from the date of the order appointing the conservator or successor conservator.
Audit inquiries may differ depending upon the circumstances of the case. If there is a question regarding a particular audit that cannot be resolved with the auditor performing the audit, write either P. Allen Butler, III, Auditing Branch Manager or Anne Meister, Esq., Register of Wills, and request an administrative review. Note that a request for administrative review will not stay the response period.
File a petition for release of funds held in the estate deposit account and order. If the Court grants the motion, go to the Probate Clerk’s Office on the third floor at 515 5th Street, NW, with a copy of the order and identification and contact information. A check will be mailed from the Court’s Budget and Finance Division after the paperwork is processed.
In an intervention proceeding, file a petition post appointment to deposit funds into the estate deposit account and proposed order. In a decedent’s estate, file a petition to deposit funds into the estate deposit account and proposed order. If the Court grants the motion, go to the Probate Clerk’s Office, Room 314,at 515 5th Street, NW, with a copy of the order and a check made payable to the Register of Wills for no less than the amount of money that the order states is to be deposited.
File a Petition Post Appointment to Terminate Conservatorship of Deceased Ward in compliance with the requirements of Superior Court, Probate Division Rule 334, an account titled “Final” and ending on the date of death, and a final Conservator’s Report within 60 days of the ward’s death. Upon hearing and approval of the final account, the Court will issue an order of termination directing any appropriate conditions for termination of the conservatorship.
If the ward has died, file a Suggestion of Death, notifying the Court of the ward’s death. Then file a final Report of Guardian within 60 days of the filing of the Suggestion of Death. After the final Report of Guardian is filed, the Court will enter an order terminating the guardianship.
If a ward has died, a Notice of Death should be filed as soon as possible to alert the Superior Court and other interested persons. A final Report of Guardian must then be filed within 60 days. If you have already reported the ward’s date of death in the final guardianship report, a Suggestion of Death is still required to ensure proper docketing of the ward’s date of death by Court staff. Suggestions of Death should contain a certificate of service so that other parties are informed that the ward has died.