Everything you need to know about District of Columbia Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related DC probate forms.
There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.
Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is a commonly used form within District of Columbia. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:
DC Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Case Initiation - Abbreviated Probate (Adm) - Petition For Probate:
This form pertains to the State of District of Columbia
The official District of Columbia source for this form is here.
Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate up to date, certain details can change from time-to-time with little or no communication.
Double check that you have both the correct form name and the correct form ID. Some District of Columbia probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.
Fill out all relevant fields in Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate, take a break, and then review. Probate and estate settlement processes in DC are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!
Note: If you don’t currently know all of the answers and are accessing Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).
Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.
This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.
It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.
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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.
While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.
Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in District of Columbia.
The sooner you begin, the faster District of Columbia can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?
In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.
Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.
It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in District of Columbia. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.
If a house in the State of District of Columbia is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.
If you’re not using Atticus to get specific forms, deadlines, and timelines for District of Columbia probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local District of Columbia probate clerk or court for exact answers regarding Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate, and when in doubt— consult a qualified trust & estates lawyer for that area.
Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is one of the many probate court forms available for download through Atticus.
It may also be available through some District of Columbia probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within District of Columbia.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the District of Columbia probate court office.
Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any District of Columbia-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
DC Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.
Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate is a probate form in District of Columbia.
District of Columbia has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in District of Columbia.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in District of Columbia, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a DC executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on District of Columbia Form Case Initiation - Abbreviated Probate (Adm) - Petition For Probate. You can use this to get an idea of the context of the form and what type of information is needed.
SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ ADM _________ (Link to _________ WIL _________ ) Estate of ________________________________ Age _________ Deceased PETITION FOR PROBATE (For decedents dying on or after July 1, 1995 to the present) Petition for Abbreviated Probate Unsupervised Administration Supervised Administration Appointment of Personal Representative Appointment of Successor Personal Representative(s) Unsupervised Administration Supervised Administration Petition for Standard Probate Unsupervised Administration Supervised Administration Appointment of Co-Personal Representative(s) (each must sign) Appointment of Special Administrator(s) Admission as an International Will NOTE: The appointment of a personal representative shall constitute an order for unsupervised administration unless the order specifically provides for supervised administration as provided in D.C. Code, sec. 20-402. The Petition of: ____________________________________ Name Age ____________________________________ Name Age ____________________________________ Name Age ____________________________________ Address ____________________________________ Address ____________________________________ Address hereinafter “petitioner” being a citizen of the United States or a lawfully admitted permanent resident thereof, of legal age, and not otherwise excluded from acting as personal representative pursuant to D.C. Code, sec. 20-303(b), shows: 1. ______________________________________________________, the decedent, a domiciliary of ____________________ residing at ____________________________________________ died at ____________________________________ on ______________ (with) (without) a will. 2. Petitioner is entitled to be appointed personal representative of the decedent’s estate under D.C. Code, sec. 20-303 for the following reasons: __________________________________________ ______________________________________________________________________________ 3. The court has jurisdiction in this matter because — decedent died domiciled in the District of Columbia other — please state basis for jurisdiction __________________________________________ 4. There are no other proceedings regarding the administration of the estate except _____________ ______________________________________________________________________________ 4(a). If the decedent is survived by a spouse/domestic partner, state the names of any surviving descendants of the spouse/domestic partner who are not descendants of the decedent (delete if not applicable).__________________________________________________________________ 5. The petitioner has made a diligent search for wills and codicils of the decedent, and, to the best knowledge of the petitioner the will dated _________________________ and codicil(s) dated ___________________________ accompanying this petition (is) (are) the decedent’s last will, April 2013 – 131.10.v2 and petitioner knows of no later will or codicil, and said will and codicil(s), if any, came into petitioner’s hands in the following manner: ___________________________________________ If an international will, the certificate of the authorized person is/is not attached. 6. All information required pursuant to D.C. Code, sec. 20-304(a) has been furnished except ______ _________________________________________________________________________________ NOTE: Paragraphs 7- 9 may be completed at the option of the petitioner. (Attach additional sheets if necessary.) 7. It is requested that witnesses to the alleged will dated __________________________ and the authorized person, if an international will, appear and give testimony regarding its execution, (give reasons and complete names and addresses of witnesses): __________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 8. It is requested that an individual having custody of the original will be directed to deliver same to the Court. (State reasons for this request including all demands made for delivery of the will.): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 9. It is requested that the Court issue an Order to Show Cause why the provisions of a lost or destroyed will should not be admitted to probate. (Set forth the reasons for this requested relief.): ______________________________________________________________________________ ______________________________________________________________________________ 10. If supervised administration is (required) (requested), it is for the following reasons: Decedent’s will directs supervised administration. Although decedent’s will directs unsupervised administration, supervised administration is requested for the following reasons: _________________________________________________ ______________________________________________________________________________ Other _______________________________________________________________________ ______________________________________________________________________________ 11. Bond is not required because (Note: Refer to D.C. Code, sec. 20-502 for bond provisions). decedent’s will waives bond. a signed written waiver of each interested person has been filed. the personal representative(s) (is/are) the sole heir(s)/legatee(s). Bond is required and no reduction in bond is requested. Bond is required in the amount of $ ________________ because some but less than all interested persons waive bond. Bond is required but a reduction is requested in the amount of $ _______________________, being the value of any real or personal property, the sale or distribution of which will be restricted without prior court authorization. (If reduced bond is sought list cash accounts requiring Court order for withdrawal and/or other personal or real property for which prior court authorization for sale or distribution must be obtained.) _____________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Petitioner seeks the following limitation(s) on his/her powers - refer to D.C. Code, secs. 20-404, 20- 406 and 20-741 with respect to powers. ________________________________________________ _________________________________________________________________________________ April 2013 – 131.10.v2 The decedent was survived by - (please check appropriate boxes) a. Spouse/Domestic Partner b. Children. c. Grandchildren. No spouse/domestic partner. Check appropriate box and go to b. Descendants of predeceased children. If so, stop here; if not, go to c. Descendants of predeceased grandchildren. If so, stop here; if not, go to d. d. Parents. If so, stop here; if not go to e. e. Brothers and/or Sisters. f. Nieces and/or Nephews. Descendants of predeceased brothers and/or sisters. If so, stop here; if not, go to f. Descendants of predeceased nieces and/or nephews.If so, stop here; if not, go to g. g. Uncles and/or Aunts. If so, stop here; if not, go to h. h. First cousins. If so, stop here; if not, go to i. i. Grandparents. If so, stop here; if not, go to j. j. Other heirs. If none, go to k. k. Notify Office of the Attorney General, Chief of the Civil Enforcement Section, 441 4th Street, N.W., Washington, DC 20001. LIST OF INTERESTED PERSONS must include names of heirs if decedent died intestate; heirs and legatees, including trustees and all named Personal Representatives, if the decedent died testate. Refer to D.C. Code, secs. 19-301 through 312 and sec. 20-101(d)(1). If under age of 18 or an adult who is legally disabled, also list as an interested person the judicially appointed guardian, conservator or committee for such person. If no judicially appointed representative exists, then list the parent, or custodian, or an attorney-in-fact, if any, for such person (subject to the terms of the power of attorney), or any other person with legal authority to act for such disabled person. Note: If each trustee is also a petitioning party or acting personal representative, list all beneficiaries under trust. Refer to D.C. Code, sec. 20-101(g). Any creditor of the decedent, including those persons whose rights accrue at the time of death, who has timely presented a claim in excess of $500 that has not been barred or discharged is also an interested person. Petitioner(s) should update list of interested persons or creditors with claims in excess of $500 as they become known. Indicate, when applicable, grandchildren and nieces and nephews by family groups, by showing the name of their deceased parent who was related to the decedent Sample: Joe Petitioner 1234 Hexagon Street, N.W. Washington, D.C. 20000 Son/heir/legatee/petitioner Interested persons Address Relationship (Age, if under 18) ________________________ ____________________________ _________________________ ________________________ ____________________________ _________________________ ________________________ ____________________________ _________________________ ________________________ ____________________________ _________________________ ________________________ ____________________________ _________________________ ________________________ ____________________________ _________________________ (Use continuation sheet if necessary) WITNESSES TO WILL(S)/CODICIL(S) (Names) __________________________________________________________________________________ __________________________________________________________________________________ AUTHORIZED PERSON (Applicable only to an international will) (Use continuation sheet if necessary) _________________________________________________________________________________ ____ _____________________________________________________________________________ April 2013 – 131.10.v2 Character, Location and Estimated Value of Property Titled in Decedent’s Name: A. Real Property located in the District of Columbia _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ Estimated Value _____________ _____________ _____________ _____________ _____________ _____________ _____________ _________ ____ Total $ _____________________ B. Personal Property located in the District of Columbia and other jurisdictions B1. Value of household furniture, automobiles, furnishings, appliances and personal effects $ _______________ B2. Value of all other personal property $ _______________ Personal Property Total Total $ _____________________ C. (A+B) Total $ _____________________ D. Debts and Funeral Expenses Debts secured: _____________________________ Total $ _____________________ Debts unsecured: ___________________________ Total $ _____________________ Funeral Expenses: Paid by __________________________ name Unpaid Amount paid $__________________ Amount unpaid $__________________ April 2013 – 131.10.v2 WHEREFORE, the petitioner prays that petitioner(s) be appointed (supervised) (unsupervised) personal representative(s) of the decedent’s estate in (abbreviated) (standard) probate proceeding, and that the (court find that the decedent died intestate) (will dated ___________________________ and codicil(s) dated _____________________________________________________, exhibited with the petition be admitted to probate and record) and that the additional relief be granted: Check appropriate box(es) order witnesses to the alleged will dated ___________________________________________, to appear and give testimony regarding its execution; order _____________________________________________________________________ who is alleged to have custody of will dated _______________________________, to deliver it to the Court; order any interested person to show cause why the provisions of the lost or destroyed will dated _______________________________, should not be admitted to probate; Other _______________________________________________________________________ DECLARATION OF PETITIONER I do solemnly declare and affirm under the penalty of law that the contents of the foregoing petition are true and correct to the best of my knowledge, information and belief. I am a member of the D.C. bar and hereby guarantee court costs. I understand that the Court cannot waive publication costs or bond premiums and that I am responsible for paying any such costs. _______________________ Date ___________________________ ___________________________ Signature of attorney Signature ___________________________ ___________________________ Typed Name of attorney Typed Name ___________________________ ___________________________ Address (actual address/not Post Office Box) Address (actual address/not Post Office Box) ___________________________ ___________________________ ___________________________ ___________________________ ___________________________ ___________________________ Telephone number Telephone number ___________________________ ___________________________ E-mail Address E-mail address ___________________________ ___________________________ Unified Bar Number Bar number (if filer is an attorney) April 2013 – 131.10.v2 April 2013 – 131.10.v2 ACCEPTANCE AND CONSENT OF EACH PERSONAL REPRESENTATIVE I do hereby accept the duties of the office of personal representative of the estate of ______________ ________________________________________________________________ deceased, whether in a supervised or unsupervised administration, and consent to personal jurisdiction in any action brought in the District of Columbia against me as personal representative or arising from the duties of the office of personal representative pursuant to D.C. Code, sec. 20-501. _____________________________ Signature of Petitioner _____________________________ Signature of Petitioner _____________________________ Signature of Petitioner POWER OF ATTORNEY To be Executed by Each Non-resident Personal Representative Pursuant to D.C. Code, sec. 20-303(b)(7), I do hereby irrevocably appoint the Register of Wills and successors in office as the person upon whom all notices and process issued by a competent court in the District of Columbia may be served with the same effect as personal service in relation to all suits or matters pertaining to the estate in which the letters are to issue. ____________________________________________ (Signature) ____________________________________________ (Address, may not be P.O. Box) ____________________________________________ (Signature) ____________________________________________ (Address, may not be P.O. Box) ____________________________________________ (Signature) ____________________________________________ (Address, may not be P.O. Box)