General Forms (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es)

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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es):

• 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es), 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es), and when in doubt— consult a qualified trust & estates lawyer for that area.

General Forms (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es) 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 (Gdn) - Petition For Authority To Expend Funds And Order And Financial Statement (Es). You can use this to get an idea of the context of the form and what type of information is needed.

Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA SECCIÓN DE SUCESIONES _________ GDN _________ En referencia al patrimonio de ________________________________ Menor PETICIÓN DE AUTORIDAD PARA UTILIZAR FONDOS Petition for authority to expend fund and order 1. Por el presente documento, el tutor del patrimonio del menor solicita permiso para hacer los siguientes gastos propuestos a partir de los fondos del menor, a los efectos del mantenimiento de este último, de acuerdo con la Norma 222 de la Sección de Sucesiones del Tribunal Superior: [ ] Gasto mensual de $________ por mes; [ ] Gasto anual de $_______ por año; o [ ] Gasto único de $____________. (Por ejemplo, un gasto mensual por vestimenta de $100.00 por mes; un gasto anual por vestimenta, regalos de cumpleaños y vacaciones de $1,500.00 por año, o un gasto único de $1,000.00 por la compra de una computadora para el menor). 2. El tipo de gasto solicitado es el siguiente: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 3. El motivo de la solicitud es el siguiente: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 4. El peticionario provee la siguiente información: a. Edad del menor: ___________________________________________________________________ Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 b. Residencia del menor: ___________________________________________________________________ c. Total de activos actuales del menor: ___________________________________________________________________ d. Ingresos anuales del menor: ___________________________________________________________________ e. Saldo final del último estado de cuenta aprobado: ___________________________________________________________________ f. Gastos previos autorizados: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 5. Si el peticionario es el padre/la madre del menor, explique por qué el padre/la madre no es quien paga, y adjunte una declaración financiera del padre/la madre. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 6. Indique si el gasto [ ] requerirá [ ] no requerirá la venta de todo o una parte del patrimonio del menor y por qué. (Si es necesaria la venta, se debe cumplir con la Sección 21-147 del Código del D.C.): ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ _______________________________________ Firma del solicitante _______________________________________ Nombre del solicitante en letra de imprenta Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 _______________________________________ Dirección (dirección real/no casilla de correo) _______________________________________ _______________________________________ _______________________________________ Número de teléfono _______________________________________ Dirección de correo electrónico _______________________________________ Número de Colegiado Unificado (si el solicitante es un abogado) VERIFICACIÓN Yo, ____________________________, habiendo prestado debido juramento, declaro que he leído el alegato que antecede, firmado por mí, y que los hechos declarados en él son verdaderos a mi leal saber y entender. _________________________________ Firma del peticionario Firmado y jurado ante mí el día ____ de _________________ del 20__. _________________________________ Notario público/Delegado Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 CERTIFICADO DE NOTIFICACIÓN Certifico que el día ____ de ____________________ del 20____, se les entregó una copia de esta solicitud por vía electrónica, de acuerdo con las disposiciones de la Orden Administrativa 13-15, o por servicio de correo de primera clase, franqueo prepago, a las siguientes personas (indique los nombres y las direcciones postales completas): ________________________ Firma Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA SECCIÓN DE SUCESIONES _________ GDN_________ En referencia al patrimonio de ________________________________ Menor ORDEN JUDICIAL RESPECTO DE LA PETICIÓN DE AUTORIDAD PARA UTILIZAR FONDOS Habiendo considerado la Petición de Autoridad para Utilizar Fondos presentada el __________________ del 20__ por __________________________, el día _____ de _____________ del 20__, SE RESUELVE 1. Que la petición se [ ] otorgue [ ] rechace 2. Que se aprueben los siguientes gastos, con sujeción al estado contable adecuado: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ____________________________ JUEZ Consulte la lista adjunta. Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 con copia: Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA SECCIÓN DE SUCESIONES DECLARACIÓN FINANCIERA En referencia al patrimonio de ______________________________, menor _______ GDN ______ NOMBRE: OCUPACIÓN: NOMBRE Y DIRECCIÓN DEL EMPLEADOR ACTUAL: Reclamo ________ exenciones con fines de retención de impuestos. INFORMACIÓN DE INGRESOS* PROMEDIO DE GASTOS MENSUALES Esposo/Esposa Hijos 1. Salario bruto mensual....................... 2. Menos deducciones mensuales obligatorias: Impuesto federal sobre los ingresos ........... $________ Impuesto estatal sobre los ingresos ........... $________ Jubilación: FICA.............................. $________ Seguridad Social............. $________ Seguro médico................... $________ Otros................................ $________ TOTAL............................... $________ 3. Salario neto mensual............................ (Restarle la Línea 2 a la Línea 1) 4. Ingresos mensuales de otras fuentes (p. ej., salarios de trabajos de medio tiempo o de horas extras, honorarios, alquileres, dividendos, comisiones, seguro por desempleo, discapacidad, Seguridad Social, jubilación, intereses, bonos, etc.) ...................................... 5. Menos otras deducciones mensuales obligatorias: Impuesto federal sobre los ingresos ........... $________ Impuesto estatal sobre los ingresos ........... $________ Jubilación: FICA............................... $________ Seguridad Social.............. $________ Seguro médico.................... $________ Otros................................. $________ TOTAL............................... $________ 6. Ingresos netos mensuales de otras fuentes (Restarle la Línea 5 a la Línea 4) 7. Total mensual neto Ingresos disponibles 8. Total de ingresos brutos mensuales......... (Sumar la Línea 1 y la Línea 4) RESUMEN 9. Total mensual neto Ingresos disponibles (línea 7) 10. Menos total de gastos mensuales 11. Diferencia............................................ $ __________ $ __________ $ __________ $ __________ $ __________ $ __________ $ __________ $ __________ $ __________ Vivienda, etc. Alquiler/hipotecas........ Servicios públicos......... Impuestos................... Alimentos Comestibles/suministros del hogar.................... Comidas fuera del hogar........................... Automóvil Pago............................. Combustible................. Reparaciones................ Seguro........................ Patentes....................... Seguro de vida (Enumere a los beneficiarios) ____________________ ____________________ ____________________ Seguro de salud (no enumerado como deducción de ingresos) Escuela Matrícula Suministros/Cargos Gastos de cuidado de menores Para empleo/educación Para recreación Clases (p. ej., música, danza, arte) Asignación Vestimenta/Uniformes Tintorería/Lavandería Gastos médicos (no pagos por el seguro) Contribuciones caritativas Ocio Vacaciones Varios: ____________________ ____________________ ____________________ Periodos de pago requeridos en las facturas: ____________________ ____________________ ____________________ Total de gastos mensuales $ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ $ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ * NOTA: Si usted recibe pagos semanales, multiplique los salarios brutos semanales por 4.3 para obtener el salario bruto mensual. Si usted recibe pagos quincenales, multiplique los salarios brutos quincenales por 2.15 para obtener el salario bruto mensual. Petition for authority to expend fund and order Marzo de 2014 – 808.10.v2 Translated by JTG, inc. 07/2017 PASIVOS Tipo de deuda Acreedor Fecha de la deuda Monto total de la deuda Monto pagado a la fecha Saldo impago Total de pasivos: ACTIVOS (Enumerados en propiedad por separado o conjunta) RESUMEN Efectivo En propiedad por separado En propiedad conjunta Total de activos En propiedad por separado En propiedad conjunta Automóviles Menos el total de pasivos Cuentas bancarias Patrimonio neto Bonos Títulos Bienes raíces Acciones Bienes personales Total de activos Yo, ____________________________, habiendo prestado debido juramento, declaro que he leído la declaración financiera que antecede y que los hechos declarados en ella indican mi situación financiera actual a mi leal saber y entender. __________________________________________ (Firma) Firmado y jurado ante mí el día ________ de _________________________ del 20_____ __________________________________________ (Secretario adjunto o Notario público)