General Forms (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing

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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing:

• 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing, 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing, and when in doubt— consult a qualified trust & estates lawyer for that area.

General Forms (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing 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 (Int) - Petition Post Appointment To Transfer Guardianship And/or Conservatorship To Another Jurisdiction,notice Of Right To Respond And/or Request An Oral Hearing. 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 _________ INT _________ _________ IDD _________ In re: ________________________________ An Adult PETITION POST APPOINTMENT TO TRANSFER GUARDIANSHIP AND/OR CONSERVATORSHIP TO ANOTHER JURISDICTION 1. _____________________________________________________ (Name of petitioner) _____________________________________________________ (Interest of petitioner, i.e., guardian, conservator, or other party) 2. Petitioner requests permission pursuant to transfer this [ ] guardianship and/or [ ] conservatorship to _____________________________________ pursuant to D.C. Code, sec. 21-2403.01. 2. Petitioner is requesting permission to transfer because _______________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ (Attach additional sheets if necessary.) April 2014 – 957.10.v2 ____________________________________ ___________________________________ 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 ____________________________________ ___________________________________ Email address Email address ____________________________________ ___________________________________ Unified Bar number Bar number (if flier is an attorney) VERIFICATION I, ____________________________, being first duly sworn, on oath, depose and say that I have read the foregoing pleading by me subscribed and that the facts therein stated are true to the best of my knowledge, information, and belief. _________________________________ Signature of petitioner Subscribed and sworn to before me this ____ day of _________________, 20______. _________________________________ Notary Public/Clerk April 2014 – 957.10.v2 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 April 2014 – 957.10.v2 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ INT _________ _________ IDD _________ In re: ________________________________ An Adult NOTICE OF RIGHT TO RESPOND AND/OR REQUEST AN ORAL HEARING (This notice must be served on all parties, and a copy must be filed with the petition post appointment.) Notice is hereby given that _____________________________ has filed a Petition Post Appointment for ________________________________________________________. A copy is attached. You are entitled to file a response or opposition to the petition and to request a hearing if you so choose. If you object to the petition or want to respond to the petition or want to request an oral hearing, you must file the objection, response, or request for an oral hearing within ten days after the petition was personally served on you or, if the petition was mailed to you, within thirteen days of the date that the petition was mailed. The Court rules that apply are Superior Court, Probate Division Rule 322(a) and (c). _________________________ _____________________________________________ Date Signature of filer _______________________________________ Typed name of filer _______________________________________ Address (actual address/not Post Office Box) _______________________________________ _______________________________________ _______________________________________ Telephone number _______________________________________ Email address _______________________________________ Unified Bar number (if filer is an attorney) April 2014 – 957.10.v2 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ INT _________ _________ IDD _________ In re: ________________________________ An Adult ORDER APPOINTING COUNSEL Upon consideration of the petition filed herein on the ______ day of ________________, 20______, it is by the Court this ____ day of ______________________, 20______, ORDERED that _____________________________ is appointed counsel for _________________________________, the subject of the above proceeding. The counsel shall have access to any current medical, psychological, or sociological evaluation records of the subject. Counsel shall perform the duties set forth in D.C. Code, sec. 21-2033(b) and Superior Court, Probate Division Rule 305 and represent the subject at the hearing to be held on__________________, 20______, at __________ o’clock a.m./p.m. in Courtroom _____ of the Superior Court of the District of Columbia, 515 5 th Street, NW, Washington, DC, before Judge ______________________________. ORDERED that counsel shall forthwith file a Notice of Appearance pursuant to Superior Court, Probate Division Rules 321(d) and 305(a)(2). _______________________________________ JUDGE Copies to: (Insert list of names and addresses of all interested persons. Attach additional sheet if necessary.) April 2014 – 957.10.v2 cc: April 2014 – 957.10.v2 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ INT _________ _________ IDD _________ In re: ________________________________ An Adult NOTICE OF HEARING ON SUBSEQUENT PETITION (Pursuant to D.C. Code, sec. 21-2031 and Superior Court, Probate Division Rules 311 and 322) You are advised that a hearing has been scheduled in the Probate Division of the Superior Court of the District of Columbia, 515 5 th Street, NW, Washington, DC 20001 on ____________________________________, 20______ at ________ o’clock a.m./p.m. in courtroom ____ to consider whether to grant the relief requested in the following petition: _________________________________________________________________________ A person entitled to file a response who wishes to do so must file the response within ten (10) days of the date of this notice (or 13 days if this notice has been mailed). A copy of the response must be sent to the person(s) whose name(s) appears below under “copies to.” At the hearing the Court will hear from all parties and persons entitled to participate and may take testimony on the issues presented. Parties are entitled to the following rights: (1) to respond in writing to the petition, (2) to appear through counsel, (3) to participate at the hearing, (4) to conduct discovery with the Court’s permission, and (5) to receive copies of pleadings filed by other parties. Any person who is not a party and wishes to participate must file a Petition for Permission To Participate and proposed order for the Court’s consideration in accordance with Superior Court, Probate Division Rule 303(b). Date: ____________________________________ NOTE: Pursuant to Superior Court, Probate Division Rule 311(c)(3), this notice must be mailed no fewer than 17 days or personally delivered no fewer than 14 days before the date set for the hearing. Copies to: Parties to the above-captioned case and persons granted permission to participate pursuant to Superior Court, Probate Division Rule 303 and persons who requested notice pursuant to Superior Court, Probate Division Rule 304. Proof of service in accordance with Superior Court, Probate Division Rule 311(c)(6) must be filed. April 2014 – 957.10.v2 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ INT _________ _________ IDD _________ In re: ________________________________ ward PROVISIONAL ORDER TO TRANSFER Upon consideration of the Petition Post Appointment to Transfer Guardianship and/or Conservatorship to Another Jurisdiction filed by _________________________________ on _____________________, 20___, pursuant to D.C. Code, sec. 21-2403.01, a hearing having been held and it appearing that transfer to the State of ___________________ is appropriate because (1) the ward is either physically present there or reasonably expected to move there permanently or, in the case of a conservatorship, has a significant connection to that jurisdiction, (2) either no objection to the transfer has been made or the party who objected has not established that the transfer would be contrary to the interests of the ward, and (3) if transfer of a guardianship has been requested, the plans for care and services there are reasonable and sufficient or if transfer of a conservatorship is being requested, adequate arrangements will be made for management of the ward’s property, it is hereby this ______ day of ________________, 20__, ORDERED that the petition is granted, and it is further ORDERED that ______________________________ shall petition the State of ___________ to transfer this guardianship/conservatorship to that state within ___________ days of the date hereof and shall file proof that such a petition has been filed with said state within ______________ days of the date hereof. ____________________________ JUDGE Copies to: (Insert list of names and addresses of all interested persons. Attach additional sheet if necessary.) April 2014 – 957.10.v2 April 2014 – 957.10.v2 cc: