General Forms (Con) - Report Of Conservator Of Person

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.

General Forms (Con) - Report Of Conservator Of Person 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:

Atticus Fast Facts About General Forms (Con) - Report Of Conservator Of Person

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Con) - Report Of Conservator Of Person:

• This form pertains to the State of District of Columbia

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 District of Columbia’s Form General Forms (Con) - Report Of Conservator Of Person up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct District of Columbia form based on the name and ID if applicable

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.

Step 2 - Complete the Document

Fill out all relevant fields in Form General Forms (Con) - Report Of Conservator Of Person, 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 General Forms (Con) - Report Of Conservator Of Person 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).

Step 3 - Have Form witnessed or notarized (if required)

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.

Step 4 - Submit General Forms (Con) - Report Of Conservator Of Person to the relevant office

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.

5 reasons you should submit this form as quickly as possible:

1. 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?

2. 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.

3. 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.

4. 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.

5. 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 General Forms (Con) - Report Of Conservator Of Person, and when in doubt— consult a qualified trust & estates lawyer for that area.

General Forms (Con) - Report Of Conservator Of Person 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 General Forms (Con) - Report Of Conservator Of Person 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.

General Forms (Con) - Report Of Conservator Of Person 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.

Here’s the text, verbatim, that is found on District of Columbia Form General Forms (Con) - Report Of Conservator Of Person. 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 _________ CON _________ In re: ________________________________ An Adult REPORT OF CONSERVATOR OF PERSON I am the conservator of the person of the above named ward, and my report to the Court is as follows: 1. Reporting period: (insert dates) (The first date must be the date of appointment for the first report, and the ending date of the last report for all subsequent reports.) 2. Present age of ward: 3. Has the ward’s address changed? No Yes. Attached is a Change of Address Praecipe. State date of change: _____ State reason(s) for change of residence: Ward’s new address and telephone number are: _____ 4. Ward’s new residence is: Private home, owned by ward Private home, not owned by ward Conservator of person’s home Foster or boarding home Home of relative who is not the guardian (relationship) Group home (insert name) Nursing home (insert name) Assisted living facility (insert name) Hospital or medical facility (insert name) Other (please specify): (If ward lives with conservator of person, you may skip questions 5 and 6) 5. Date of personal visits with ward: July 2010 – 1003.10.v1 6. Were there any other contacts with the ward and/or staff at the ward’s facility (e.g., telephone contacts)? No Yes Explain: ________________________________ 7. During this reporting period the ward’s mental health has: Remained the same: Improved (describe): Deteriorated (describe): 8. During this reporting period the ward’s physical health has: Remained the same: Improved (describe): Deteriorated (describe): 9. During this reporting period, the ward’s professional health care team has changed as follows: Physician: Psychiatrist or psychologist: Social Worker or other case worker: Dentist: Podiatrist: Dietician: Therapist(s) (recreation, speech, physical, occupational): Other: 10. If ward does not reside in a facility, is the ward under a regular physician’s care? No Yes If no, explain: List doctor’s name, address, and telephone number: Date of last visit: 11. During this reporting period, was the ward hospitalized for any reason? No Yes Provide dates of hospitalization, facility, reason, and outcome: ______________________________________________________ 12. Have you participated in a care planning meeting during the reporting period? No Yes July 2010 – 1003.10.v1 Provide date(s) of meeting(s): Explain goals established: 13. Does the ward have a current health care directive? No Yes If yes, attach copy if not previously filed (copy will be kept in a confidential location) If no, explain: 14. Has the ward participated in activities during this reporting period: Yes (describe): None available: Refuses or unable to participate: 15. I rate the ward’s living arrangement as: Excellent Average Below Average (explain): 16. I believe that the ward is: Content Unhappy with living arrangement. If unhappy, explain why: I don’t know. 17. I believe that the ward has the following unmet (physical, mental health, social, or basic) needs: ___________ What is being done to address these unmet needs? ______ ______ 18. In my opinion this conservatorship of the person should be should not be continued. If not, explain: ________________________________ 19.My powers should Remain the same Increase as follows: _____ July 2010 – 1003.10.v1 Decrease as follows: _____ I wish to resign as conservator of the person. Attached is a Petition to resign. 19. Has conservator of person’s mailing address or telephone number changed during the reporting period? No Yes. Attached is a Change of Address Praecipe. 20. Conservator of person’s relationship to ward: Family Member (relation) Friend Member of Fiduciary Panel 21. I am also the conservator of the property I am not the conservator of the property, but I have handled the ward’s funds: a. Total amount received and source: _________________________________________________________ b. Total amount expended and for what purposes: ______________________________________________________ c. Balance currently in my possession or control and location: ______ I am not the conservator of the property and have not handled the ward’s funds. 22. Provide any other information that you feel the Court should know concerning the conservatorship of the person or the ward. (Note: If necessary, attach additional pages.): _____ VERIFICATION I, being first duly sworn, on oath, depose and say that I have read the foregoing pleadings by me subscribed and that the facts therein stated are true to the best of my knowledge, information and belief. ___________ Signature of Conservator of Person ______________________________________ Typed Name __________ Address (Actual address/not Post Office Box) July 2010 – 1003.10.v1 July 2010 – 1003.10.v1 __________ __________ Telephone number __________ E-mail address (optional) ___________________________________ Bar Number (if filer is an attorney) Subscribed and sworn to before me this day , 20______. Notary Public/Clerk CERTIFICATE OF SERVICE I certify that on the ____ day of ______________, 20___, a copy of this filing was either eServed in accordance with the provisions of Administrative Order 13-15 or served by first class mail, postage prepaid, on the following persons (list names and complete mailing addresses): ____________________________ Signature