General Forms (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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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) - Report Of Guardian (Es), and when in doubt— consult a qualified trust & estates lawyer for that area.

General Forms (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (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 (Int) - Report Of Guardian (Es). You can use this to get an idea of the context of the form and what type of information is needed.

Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES _________ INT _________ _________ IDD _________ En materia de: ________________________________ Adulto INFORME DEL TUTOR Report of Guardian Soy el tutor del pupilo antes mencionado y mi informe al Tribunal es el siguiente: 1. Período de presentación de informes: ____________________ (indicar fechas) (La primera fecha debe ser la fecha de designación para el primer informe, y la fecha de finalización del último informe para todos los informes posteriores). 2. Edad actual del pupilo: ____________________________________________ 3. ¿Ha cambiado la dirección del pupilo? No Sí. Se adjunta Orden de cambio de domicilio. Indique fecha del cambio: __________________________________________ Indique la razón del cambio de residencia: _____________________________ _______________________________________________________________ El nuevo domicilio y número de teléfono del pupilo son: ______________ _____ ____ 4. La nueva residencia del pupilo es: Vivienda particular, que es propiedad del pupilo Vivienda particular, que no es propiedad del pupilo Vivienda del tutor Hogar de crianza o internado Vivienda de un familiar que no es el tutor (parentesco) ____________ Hogar grupal (indicar el nombre) ________________________________ Hogar de ancianos (indicar el nombre) ____________________________ Centro de vida asistida (indicar el nombre) _________________________ Hospital o centro médico (indicar el nombre) _______________________ Otro (especificar): ____________________________________________ Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 (Si el pupilo vive con el tutor, puede omitir las preguntas 5 y 6) 5. Fecha de las visitas personales al pupilo: _________________________________ _________________________________________________________________ (Nota: El tutor debe visitar al pupilo por lo menos una vez al mes, a menos que se indique lo contrario por orden judicial. Si , durante el período de presentación de informes, se hicieron más de seis visitas, entonces puede optar por incluir una visita por cada período de 30 días durante los últimos seis meses). 6. ¿Hubo otros contactos con el pupilo o con el personal del centro donde se encuentra el pupilo (p. ej., contactos telefónicos)? No Sí Explicar: __________________________________________________________ __________________________________________________________________ __________________________________________________________________ 7. Durante este período de presentación de informes, el estado de salud mental del pupilo: Ha permanecido igual: _______________________________________________ Ha mejorado (describir): _____________________________________________ Ha empeorado (describir): ____________________________________________ 8. Durante este período de presentación de informes, el estado de salud física del pupilo: Ha permanecido igual: _______________________________________________ Ha mejorado (describir): _____________________________________________ Ha empeorado (describir): ____________________________________________ 9. Durante este período de presentación de informes, el equipo profesional de atención médica del pupilo ha cambiado de la siguiente manera: Médico: ___________________________________________________________ Psiquiatra o psicólogo: _______________________________________________ Tr abajador social o asistente social: _____________________________________ Odontólogo: _______________________________________________________ Podólogo: _________________________________________________________ Nutricionista: ______________________________________________________ Terapeutas (terapia recreativa, del habla, física, ocupacional): ________________ Otro: _____________________________________________________________ 10. Si el pupilo no reside en un centro, ¿recibe atención médica periódica? No Sí Si la respuesta es No, explicar: ________________________________________ Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 Indique el nombre, el domicilio y el número de teléfono del médico: ____________ __________________________________________________________________ Fecha de la última visita: _____________________________________________ 11. Durante este período de presentación de informes, ¿estuvo el pupilo hospitalizado por alguna razón? No Sí Indique las fechas de hospitalización, el centro, la razón y los resultados: _______ ___________________________________________________________ 12. ¿Ha participado en alguna reunión de planificación de la atención durante el período de presentación de informes? No Sí Indique las fechas de las reuniones: ____________________________________ Explique los objetivos establecidos: ____________________________________ _________________________________________________________________ _________________________________________________________________ 13. ¿El pupilo tiene actualmente alguna directiva de atención médica? No Sí Si la respuesta es Sí, adjuntar copia si no se ha presentado anteriormente (la copia se guardará en un archivo confidencial) Si la respuesta es No, explicar: _____ 14. ¿Ha participado el pupilo en alguna actividad durante este período de presentación de informes? Sí (describir): _____ Ninguna disponible: Se niega a participar o no puede: 15. Califico a la disposición de vivienda del pupilo como: Excelente Normal No muy buena (explicar): 16. Creo que el pupilo está: Satisfecho Insatisfecho con la disposición de vivienda. En caso de que esté insatisfecho, explicar por qué: Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 No sé. 17. Creo que no se han satisfecho las siguientes necesidades del pupilo (físicas, psiquiátricas, sociales o básicas): ¿Qué se está haciendo para atender estas necesidades no satisfechas? ______ 18. En mi opinión, esta tutela debería no debería continuar. Si la respuesta es que no debería continuar, explicar: ________________________________________________ 19. He sido designado: tutor con poder de representación limitado tutor con poder de representación general Mis facultades deberían: Permanecer igual Incrementarse de la siguiente manera: _______________________________ Disminuir de la siguiente manera: ___________________________________ Deseo renunciar a mi designación de tutor. Por separado se presenta una petición luego de una designación. 20. ¿Ha cambiado la dirección postal o el número de teléfono del tutor durante el período de presentación de informes? No Sí. Se adjunta Orden de cambio de domicilio. 21. Relación del tutor con el pupilo: Familiar (parentesco) ____________ Amigo Miembro del panel de fiduciarios 22. También soy el curador No soy el curador, pero he administrado los fondos del pupilo: a. Monto total recibido y fuente: _______________________________________ _________________________________________________________ b. Monto total gastado y para qué fines: ______________________________ __ _________________________________________________________ c. Saldo actualmente en mi posesión o control y ubicación: __________________ _________________________________________________________ No soy el curador y no he administrado los fondos del pupilo. Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 23. Proporcionar cualquier otra información que el Tribunal deba conocer en relación con la tutela o el pupilo. (Nota: Adjuntar hojas adicionales si fuese necesario): _____ VERIFICACIÓN Yo, _________________, habiendo primero prestado debido juramento, declaro y digo que he leído los alegatos precedentes por mí suscritos y que los hechos allí declarados son verdaderos según mi leal saber y entender. ___________ Firma ______________________________________ Nombre impreso ___________ Domicilio (domicilio real/no un apartado de correos) ___________ ___________ ___________ Número de teléfono ___________ Dirección de correo electrónico _____________________________________ Número del Colegio de Abogados (si el solicitante es un abogado) Firmado y jurado ante mí en este día ________ de ______________ de 20______. Escribano público/Secretario Report of Guardian November 2014 – 942.10.v3 Translated by JTG, inc. 04/2017 CERTIFICADO DE NOTIFICACIÓN Certifico que el día ____ de ____________________ de 20____ se ha entregado una copia de lo anterior, por correo electrónico de acuerdo con las disposiciones de la Orden Administrativa 13-15 (Administrative Order 13-15), o por correo postal de primera clase y con franqueo pagado, a las siguientes personas (indique los nombres y complete las direcciones postales): _______________________ Firma