It is the Financial Account Information form that a guardian is required to file with the account and includes such information as the name on an account, the name and address of the bank or financial institution, and the account number. The form is maintained under seal and is available only to authorized Court personnel unless otherwise included in the public record.

No. A summary hearing can only be vacated by the court (1) at the hearing or (2) by an order in response to a motion to vacate summary hearing filed by the fiduciary. The motion should be filed at least 13 days prior to the date of the hearing, and the Pro Se Motion to Vacate Summary Hearing form may be used. If the motion is filed less than 13 days from the date of the hearing, it should be by consent of all parties. The motion should state the reasons for the delay.

There is a $20.00 fee for filing an objection to an account in a decedent’s estate.

Telephone the Duty Auditor at (202) 879-9447, or call (202) 879-9434 for the assigned auditor’s name and telephone number about two (2) days after the account is filed.

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.

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.

A ward is a person who has been found to be incapacitated by the Court.

Yes, pursuant to Superior Court, Probate Division Rule 308(c)(4), a petition for compensation may not be filed with the court unless it has been served at least twenty (20) calendar days prior to the filing of the petition. The petition shall be accompanied by a certificate of service showing compliance with the requirement.

Yes, pursuant to Superior Court, Probate Division Rule 308(c)(4), a petition for compensation may not be filed with the court unless it has been served at least twenty (20) calendar days prior to the filing of the petition. The petition shall be accompanied by a certificate of service showing compliance with the requirement.

A motion for leave to late file the petition for compensation can be filed. The original petition for compensation must be attached. There is a $20.00 filing fee for the motion (by check payable to the “Register of Wills”).

A motion for leave to late file the petition for compensation can be filed. The original petition for compensation must be attached. There is a $20.00 filing fee for the motion (by check payable to the “Register of Wills”).

Hourly Rate as of October 1, 2023, from the Guardianship Fund: 1) Attorneys serving as a guardian, conservator, special conservator, guardian ad litem or visitors. $110 (Administrative Order 23-01) 2) Participants in the Non-Lawyer Pilot Program serving as a guardian. $80 3) Medical doctors appointed by Superior Court to serve as an examiner and make a capacity assessment. $120 (Administrative Order 23-19) 4) All other licensed health care professionals serving as an examiner.

Objections to the petition for compensation must be filed with the Register of Wills and a copy thereof served on the petitioner, all parties, and anyone who has filed an effective request for notice within 20 calendar days of the mailing to you of the petition for compensation. There is a filing fee of $25.00.

Objections to the petition for compensation must be filed with the Register of Wills and a copy thereof served on the petitioner, all parties, and anyone who has filed an effective request for notice within 20 calendar days of the mailing to you of the petition for compensation. There is a filing fee of $25.00.

An attorney petitioner must also file a certificate pursuant to Administrative Order 04-06. Non-lawyer fiduciaries must file an affidavit pursuant to Administrative Order 04-07.

An attorney petitioner must also file a certificate pursuant to Administrative Order 04-06. Non-lawyer fiduciaries must file an affidavit pursuant to Administrative Order 04-07.

Pursuant to Superior Court, Probate Division Rule 308(d), any petition for compensation that includes services provided at the initial hearing is served, together with the Notice of Petition for Compensation, on all interested parties, including (1) the subject, ward, or protected individual, (2) a Court-appointed examiner, (3) a Court-appointed visitor, (4) a Court-appointed guardian ad litem, (5) counsel for the subject, (6) any person who has been granted permission to participate, (7) any person who has filed an effective request for notice, and (8) any other person as directed by the C

Pursuant to Superior Court, Probate Division Rule 308(d), any petition for compensation that includes services provided at the initial hearing is served, together with the Notice of Petition for Compensation, on all interested parties, including (1) the subject, ward, or protected individual, (2) a Court-appointed examiner, (3) a Court-appointed visitor, (4) a Court-appointed guardian ad litem, (5) counsel for the subject, (6) any person who has been granted permission to participate, (7) any person who has filed an effective request for notice, and (8) any other person as directed by the C

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)

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. Make sure that the names, addresses, and telephone numbers of all counsel of record and of all parties not represented by counsel are included either in the foreign subpoena or on the second page of the PBM subpoena form.

In the District of Columbia, medical records are protected by a doctor-patient privilege set forth in DC Code, sec. 14-307. Unless the person who is the subject of the records or that person’s legal representative consents, a doctor or mental health professional cannot disclose any information, confidential in its nature, obtained while attending the person in a professional capacity that was necessary to enable the doctor or mental health professional to act in a professional capacity.