Guide To Filing For The Administration Of A Small Estate

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.

Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Guide To Filing For The Administration Of A Small Estate:

• 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 Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate, 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 Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate, and when in doubt— consult a qualified trust & estates lawyer for that area.

Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate 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.

Guide To Filing For The Administration Of A Small Estate 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 Guide To Filing For The Administration Of A Small Estate. You can use this to get an idea of the context of the form and what type of information is needed.

FILING FOR THE ADMINISTRATION OF A SMALL ESTATE (SEB) IN THE DISTRICT OF COLUMBIA (VALUED AT $40,000 OR LESS) Office of the Register of Wills, Probate Division 515 5 th Street, NW, Third Floor Washington, DC 20001 All attached forms and documents are available through the division’s website: http://www.dccourts.gov/internet/public/aud_probate/small.jsf May 2015 Probate Division—SMALL ESTATES (SEB) When a person dies after April 26, 2001, with assets having a gross value of $40,000.00 or less,* a small estate proceeding may be opened to appoint a personal representative, pay claims, and make distribution of estate assets. More information and the forms required to open a small estate can be found at http://www.dccourts.gov/internet/public/aud_probate/small.jsf * If the decedent died between January 1, 1981, and June 30, 1995, the value of the estate cannot exceed $10,000.00. If the decedent died between July 1, 1995, and April 26, 2001, the value of the estate cannot exceed $15,000.00. FILING THE PETITION The Petition for Administration of a Small Estate should be completed prior to seeing a small estate specialist. The small estate specialist will then review the petition to make sure that it complies with the law and will, if necessary, assist with any corrections necessary for its completion. The specialist will also determine whether sufficient documents verifying the assets and/or liabilities have been supplied, whether further information is needed before the Court can act on the petition, and whether publication is required. After the petition is accepted for filing, the small estate specialist will prepare an order for the judge’s signature. In most cases, the order will appoint a personal representative. The order may be a preliminary one, directing publication against creditors or that the personal representative file a Verification of Assets, or it may be a final order in which the Court decides who is entitled to receive monies from the estate and what amounts each individual will receive. Publication is sometimes required in a small estate. Publication may be required if (1) the decedent is survived by adult children and the assets are valued at over $11,550.00, (2) the decedent is survived by heirs who are not children and the assets are valued at over $1,515.00, or (3) the decedent owned real estate in another jurisdiction. If publication is required by the Court’s order, the Probate Division will send the Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs form to a newspaper of general circulation selected by the personal representative. The cost of publication is determined by the current rates charged by the publisher. The notice states that the estate is being administered as a small estate, announces the name of the personal representative, and gives creditors and unknown heirs 30 days to file claims against the estate or to object to the appointment of a personal representative. The notice is May 2015 published only once. The notice is mailed to all interested persons and to known creditors by registered or certified mail, return receipt requested. The personal representative must make diligent efforts to locate each creditor. After the publication occurs and payment is made, the newspaper will issue a proof of publication, which is filed with the small estate specialist in the Legal Branch of the Probate Division. ROLE AND DUTIES OF THE PERSONAL REPRESENTATIVE The personal representative has an important role and is responsible for ensuring that all assets are collected, all debts are paid, and distributions of estate assets are made in accordance with the order of the Court. Very often, the person appointed by the Court is one of the closest living relatives of the decedent. The decedent's assets must be held separately from those of the personal representative, and the personal representative must keep accurate records of all estate expenses and payments. CLOSING THE ESTATE A final order signed by the Court will close the estate. The order gives directions to the personal representative concerning the collection of estate property, the payment of debts, and the distribution of the remaining estate assets to heirs or legatees. COMPENSATION Persons, including attorneys, appointed to be personal representatives in small estates are not entitled to be paid a commission for acting as personal representatives. Attorneys for personal representatives in small estates can receive up to $1,000.00 as a priority payment under D.C. Code, sec. 20- 906(a)(3) depending on the size of the estate and other priority payments. AFTER-DISCOVERED ASSETS If assets are discovered after a Final Order has issued, a petition for administration of a small estate, marked “Re-Open” should be filed. ITEMS NEEDED TO OPEN A SMALL ESTATE (Checklist) Petition for Administration of a Small Estate Decedent’s will (if any) and Certificate of Filing Will Photo identification with signature from the petitioner(s) Date and place of death verified by a death certificate Funeral bill(s) and receipts Written verification of assets, including, but not limited to: ____ Real estate (anywhere), including tax assessed value for the fiscal year in which the decedent died May 2015 ____ Current financial statement(s) for bank and credit union accounts and securities ____ Automobile title (preferable) or registration card and written confirmation of the value of the vehicle. A quote from an on-line source as to trade-in value is acceptable. ____ Statement showing value of stocks and/or bonds ____ Uncashed checks of the decedent ____ Letter from Unclaimed Property (if any) with value stated. ____ Letter from insurance company stating value of insurance proceeds/death benefits payable to the estate. ____ Letter from nursing home facility stating value of resident funds payable to the estate. ____ Notarized affidavit concerning personal effects of value owned solely by the decedent, if any. The affidavit must specifically identify the item(s) and state the value of the item(s) with a total value of everything. (NOTE: Does not include clothing.) Names and addresses of heirs-at-law/next of kin and legatees named in will (if any). See Page 2 of the petition for further instructions. Personal Identification Information Form (Form 26) Financial Account Information Form (Form 27) (if necessary) Court Costs: Check or money order payable to “Register of Wills” or cash (please bring exact amount). The cost depends on the value of the assets: $ .01 - $ 499.99 no cost $ 500.00 - $ 2,500.00 $ 15.00 $ 2,500.01 - $15,000.00 $ 50.00 $15,000.01 - $25,000.00 $100.00 $25,000.01 - $40,000.00 $150.00 Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs (typed) and Publication Costs (if applicable): Check or money order payable to the newspaper company of your choice. Statement of Claims (if Notice of Appointment is required) For preliminary questions, please call Probate Division, 202-879-9460, extension 4, or use the Probate Division Live Chat, located at http://www.dccourts.gov/internet/public/aud_probate/small.jsf May 2015 FORMS This packet includes the following forms, which are generally needed to open a small estate case: • Petition for Administration of Small Estate • Personal Identification Information Form (Form 26) • Financial Account Information Form (Form 27) • Certificate of Filing Will • Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs • Statement of Claims • Renunciation • Verification of Assets Other forms that may be filed in a small estate case are available on the Probate Division website at http://www.dccourts.gov/internet/public/aud_probate/main.jsf May 2015 GENERAL INSTRUCTIONS FOR COMPLETING A PETITION FOR ADMINISTRATION OF SMALL ESTATE Answer the following questions, “yes” or “no.” 1. Have you filed with the Probate Division a declaration in writing renouncing the right to administer? 2. Are you under the age of 18? 3. Do you have a mental illness as defined in D.C. Code, sec. 21-501 or are you under conservatorship or guardianship as defined in sec. 21- 2011? 4. Have you been convicted and not pardoned on the basis of innocence of a felony in the District of Columbia or of an offense in any other jurisdiction which, if committed in the District of Columbia, would be a felony and has the sentence imposed for such conviction either not expired or expired within the past ten years? 5. Are you an alien who has not been lawfully admitted for permanent residence? a. If yes, do you have a green card? 6. Are you a judge of any court established under the laws of the United States or are you an employee of the Superior Court of the District of Columbia, the District of Columbia Court of Appeals or the District of Columbia Court System? a. If yes, are you the surviving spouse of the decedent or related to the decedent within the third degree? 7. Are you a nonresident of the District of Columbia? a. If yes, you must file with the Probate Division an irrevocable power of attorney designating the Register of Wills as the person upon whom all notices and process may be served. (See “Power of Attorney”, page 4.) If you answered “yes” to any of these questions except 5a, 6a and 7a, do not complete this petition. May 2015 PAGE ONE On the line which starts “Estate of,” enter the name of the decedent as it is signed on any will and/or as it is shown on the assets which are the subject of the small estate proceeding. On the line which starts “____SEB____,” do not insert anything. The Probate Division will provide the case number. On the line which starts “Name,” insert your name, age, and complete address, including zip code. Paragraph One. On line one, insert the name of the decedent and state the decedent’s domicile, i.e., where he/she paid taxes or voted, the place that he/she considered to be home or otherwise maintained legal residence. Line two – state the complete address of the decedent at the time of death including zip code and where the decedent died. Paragraph Two. State the reason that you are entitled to be appointed personal representative of the decedent’s estate. The D.C. Code sets forth the priority for appointment of a personal representative as follows. If you are not the person with the highest priority in the list below, consult a small estate specialist before proceeding (telephone no. 202-879-9448). 1. The personal representative named in the decedent’s will (if any) 2. The surviving spouse, registered domestic partner, or children of the intestate decedent (that is, the person who died without a will) or the surviving spouse or domestic partner of a testate decedent (meaning, a person who died with a will) 3. The residuary legatee in the decedent’s will 4. The children of the testate decedent 5. The grandchildren of the decedent 6. The parents of a decedent 7. The brothers and sisters of the decedent 8. The next of kin of the decedent 9. Other relations of the decedent 10. The largest creditor of the decedent who applies for administration 11. Any other person. Paragraph Three. State the reason that the small estate should be administered in this Court by checking one of the two boxes provided. If the first box is checked, indicating domicile in the District of Columbia, do not check box 2. When box 2 is checked, state other reasons that the small estate should be administered in this Court. May 2015 Paragraph Four. State whether any other probate proceedings have been started in this Court or any other Court. If none, state “not applicable.” Paragraph Five. Your signature on page four of the petition will acknowledge that you have made a diligent search for any property and debts of the decedent, that all property in the District of Columbia does not have a value of more than $40,000.00, and that the decedent died on or after April 27, 2001.* *If the decedent died between January 1, 1981, and June 30, 1995, the value of the estate cannot exceed $10,000.00. If the decedent died between July 1, 1995, and April 26, 2001, the value of the estate cannot exceed 15,000.00. Paragraph Six. On lines one and two, list the dates of any wills or codicils that you have located. (If none, state “not applicable.”) They must be filed with this petition. Your signature, on page four, will acknowledge that to the best of your knowledge they are the decedent’s last will and that you know of no later will or codicil. On line three, state how you received the will and codicil if any. Paragraph Seven. State the reason that any of the information required in this petition has not been supplied. If all information has been supplied, state “not applicable.” PAGE TWO Check the appropriate boxes to indicate the survivors of the decedent, following the instructions shown on page two of the petition. List of interested persons – Provide the names, complete addresses including zip codes, relationships, and ages (if under 18) of heirs, legatees (if decedent died with a will), including trustees, and all petitioners. If under age 18 or otherwise legally disabled, also list guardians or custodians. Please refer to the example in the instructions. Witnesses to wills and/or codicils – Provide the names of all witnesses to wills or codicils. (If none, state “not applicable.”) PAGE THREE Real Property: List any real estate the decedent owned in any jurisdiction, including the District of Columbia, if appropriate. Please use the property description given on your proof of ownership (e.g. property tax bill). May 2015 Personal Property: List all other assets the decedent owned. Please list bank accounts separately, even if they are from the same bank. Use a separate sheet of paper, if necessary. Debts: “Secured” debts are those which the asset is collateral for the debt, such as a car loan. “Unsecured” debts are all other debts. Please use a separate sheet of paper to list all debts, if necessary. Funeral Expenses: Please state the name of the person who paid the funeral expenses, the amount paid, whether the person wishes to be repaid, and whether there is an unpaid balance. DO NOT list burial expenses. PAGE FOUR Line two – Provide the date(s) of the will and any codicils to be admitted to probate. Line four – State any additional request that you wish the Court to consider. Declaration of Petitioner – By signing the declaration, you declare and affirm that the contents of the petition are true and correct to the best of your knowledge, information and belief. Provide a telephone number where you can be reached between the hours of 8:30 a.m. and 5:00p.m. Acceptance and Consent of Each Personal Representative - By signing the acceptance and consent, you accept the duties of the office of personal representative of the estate and consent to personal jurisdiction in any action brought against you as personal representative or arising out of the duties of the office of personal representative. Power of Attorney – If you are not a resident of the District of Columbia, you must sign the power of attorney appointing the Register of Wills as the person upon whom all notices and process issued by a competent court in the District of Columbia may be served in relation to all suits or matters pertaining to the estate. Please review the “Items Needed to Open a Small Estate” checklist for the additional items required as attachments to your petition. DEFINITIONS Probate - The legal process of gathering and distributing the property of the estate, paying creditors’ claims, and formally transferring the possessions of the deceased to those persons who “inherit” them. May 2015 May 2015 Deceased or decedent - The person who has died. Estate - The property (both real and personal) held by the decedent in his/her name alone or as tenants in common at the time of death. Will - A document representing the instructions of the deceased for distribution of the estate. Legatee - Anyone named in a will who is to receive property. Heir - A person entitled to share in a decedent’s estate where there is no will. Interested person - Any heir or legatee or creditor with a claim in excess of $500.00 that has not been barred or discharged. Intestate – Died without a will. Creditor - A person who has a claim against the estate. Personal Representative - The person appointed by the Court to administer (i.e., to be in charge of) an estate. Asset – Any property owned by the decedent alone. This includes all real property and personal property. Real property - Any real estate owned by the person who has died, such as a home, vacation cottage, or vacant land. Personal property - Everything other than real property, such as a car, furniture, jewelry, stocks, and bank accounts. Register of Wills - The official of the Superior Court of the District of Columbia who assists the judge in overseeing the proper administration of the deceased person’s estate. Tenants in common - Generally, where more than one person owns or holds property and each person has an equal interest and no right of survivorship has been established. Testate – Died with a will which has been admitted to probate by the Court. 1 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION ________ SEB _______ (Linked to _______WIL_______) Estate of ____ ____________________________ Deceased PETITION FOR ADMINISTRATION OF SMALL ESTATE ____________________________ Name _______ Age _________________________________________ Address ____________________________ Name _______ Age _________________________________________ 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 ______________________________ Place Date (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 _____________________________________________________________________________________________ 5. Petitioner has made a diligent search to discover all property and debts of the decedent. All assets subject to administration in the District of Columbia do not exc eed $40,000.00, effective April 27, 2001. 6. P etitioner 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 las t will and petitioner knows of no later will or codicil(s), and said will and codicil(s), if any, came into petitioner’s hands in the following manner _____________________________________________________________________ _____________________________________________________________________________________________. 7. All information required pursuant to D.C. Code, sec. 20-304(a) has been furnished except _____________________________________________________________________________________________. 2 The decedent was survived by - (please check appropriate boxes) a. … Spouse/Domestic Partner. … No Spouse/Domestic Partner. Check appropriate box and go to b. b. … Children. … Descendants of predeceased children. If so, stop here; if not, go to c. c. … Grandchildren. … 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. … Descendants of predeceased brothers and/or sisters. If so, stop here; if not, go to f. f. … Nieces and/or Nephews. … 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, D.C. 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) WITNESS TO WILLS/CODICILS (Names) _____________________________________________________________________________________________ _____________________________________________________________________________________________ 3 Character, Location and Estimated Value of Property Titled in Decedent's Name Estimated Value Real Property located in the District of Columbia and other jurisdictions ________________________________________________________ ______________________ ________________________________________________________ ______________________ Total $ ________________ Personal Property located in the District of Columbia and other jurisdictions ________________________________________________________ ______________________ ________________________________________________________ ______________________ ________________________________________________________ ______________________ Total $ ________________ Debts, Funeral Expenses, Inheritance, Taxes Debts secured: ___________________________________________ ______________________ ________________________________________________________ ______________________ ________________________________________________________ ______________________ Total $ ________________ Debt, unsecured: __________________________________________ ______________________ ________________________________________________________ ______________________ Total $ ________________ Funeral Expenses: _________________________________________ Paid by __________________________________________________ Total $ ________________ (Insert name) Unpaid___________________________________________________ Total $ ________________ If the decedent died prior to April 1, 1987, inheritance taxes only on personal property under control of personal representative Total $ ________________ 4 WHEREFORE, the petitioner(s) pray(s) for appointment as personal representative(s) of the decedent’s estate and that the will dated _____________________________________________________________ and codicil(s) dated __________________________________________________________, be admitted to probate and record, and that the additional relief be granted: _______________________________________________________________. DECLARATION OF PETITIONER I do solemnly declare and affirm under penalty of law that the contents of the foregoing petition are true and correct to the best of my knowledge, information, and belief. _________________________________________ _________________________________________ Signature of Petitioner (Tel No.) Signature Peof titioner (Tel No. ) _________________________________________ _________________________________________ Signature of Petitioner (Tel No.) Signature Peof titioner (Tel No. ) ACCEPTANCE AND CONSENT OF EACH PERSONAL REPRESENTATIVE I do hereby accept the duties of the office of personal representative of the estate of _______________________________________________, deceased, and consent to personal jurisdiction in any action brought in the District of Columbia against me as personal representative or arising out of the duties of the office of personal representative pursuant to D.C. Code, sec. 20-501. _________________________________________ _________________________________________ Signature Peof titioner Signature Peof titioner POWER OF ATTORNEY To be executed by eac h 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 t he estate in which the letters are to is sue. ____________________________________________ ____________________________________________ Signature of Petitioner Address ____________________________________________ ____________________________________________ Signature of Petitioner Address Personal I dentification Information (Form 26) _________ ADM _________ _________ INT/IDD _________ _________ SEB _________ _________ GDN _________ Estate of ____________________________________ decedent/minor/adult ward/custodian Name/ Relationship To Case Address Telephone Number Date of Birth Driver’s License Social Security Number FILE IN RED (Confidential/Sealed) JACKET Financial Account Information (Form 27) _________ ADM _________ _________ INT/IDD _________ _________ SEB _________ _________ GDN _________ _________ CON _________ Estate of ____________________________________ decedent/minor/adult ward/custodian Name on Account Name and Address of Bank/Financial Institution Account Number This report will be maintained under seal pursuant to SCR-PD 5.1, recorded in a secure Court database, and available only to authorized Court personnel, unless otherwise included in the public record. SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ WIL _________ (Link to: _________________) In re Estate of ________________________________ Deceased CERTIFICATE OF FILING WILL I, _______________________________, on this_______day of____________________, 20____, hereby submit for filing the following paper-writing(s) purporting to be the Last Will and Testament and/or Codicil(s) of ____________________________________________ _________________________________________________________________ (insert all name(s) of decedent as reflected in the will(s) and/or codicil(s)) who died on or about the _______day of ___________________,20_____, domiciled in the District of Columbia. Date of document(s): __________________________________________________ Unusual attributes (if any): _____________________________________________ Name of nominated personal representative: _______________________________ Address of nominated personal representative (if known): _____________________ ___________________________________________________________________ The same (was) (were) received from___________________________________________. Case No: _____ADM/SEB______ is open or is being opened. No estate is open. Name: _________________________________ (signature) Address:________________________________ _________________________________ Telephone Number: ______________________ FOR OFFICE USE ONLY Reviewed by_________________________ (signature) Comments: _________________________ ___________________________________ _________________________________ SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ SEB _________ _____________________________________________________________ Name of Decedent Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs ___________________________________________________________________________, whose address(es) (is/are) _________________________________________________________________ (was/were) appointed Personal Representative(s) of the estate of _____________________________ __________________________________________ who died on _____________________________ (with/without) a Will. All unknown heirs and heirs whose whereabouts are unknown shall enter their appearance in this proceeding. Objections to such appointment (or to the probate of decedent's Will) shall be filed With the Register of Wills, D.C., 515 5th Street, N.W., 3 rd Floor, Washington, D.C. 20001, on or before ________________________________. Claims against the decedent shall be presented to the undersigned with a copy to the Register of Wills or to the Register of Wills with a copy to the undersigned, on or before __________________________, or be forever barred. Persons believed to be heirs or legatees of the decedent who do not receive a copy of this notice by mail within 25 days of its publication shall so inform the Register of Wills, including name, address and relationship. Date of first publication: __________________________________ Name of newspaper and/or periodical: __________________________________ __________________________________ Signature of Petitioner/Attorney __________________________________ __________________________________ Address & Phone Number __________________________________ Register of Wills Clerk of the Probate Division __________________________________ Clerk SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ SEB _________ Estate of ________________________________ Deceased STATEMENT OF CLAIMS The Notice of Appointment, Notice to Creditors and Notice to Unknown Heirs has been duly published in the ____________________________ as shown by the attached Affidavit of Publication; the time for filing claims has expired; funeral expenses in the amount of $______________________ have been paid; and all creditors now known to the undersigned, including contingent and disputed claims are as follows: Name of Creditor Nature of Claim Amount I do solemnly declare and affirm under penalty of law that the contents of the foregoing document are true and correct to the best of my knowledge, information and belief. __________________________________ Personal Representative(s) SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ SEB _________ Estate of ________________________________ Deceased RENUNCIATION I, ____________________________________________, being a competent adult, and being familiar with the petition of __________________________________________, for Letters of Administration, and being aware of the fact that according to D.C. Code, sec. 20-303, I have priority to serve as personal representative of the instant estate in that I am the _________________________ (relationship to decedent such as heir, legatee, personal representative or alternate personal representative nominated in the will) of the deceased, hereby renounce my right to serve as the personal representative of this estate. Date Signature Address Telephone Number SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ SEB _________ Estate of ________________________________ Deceased VERIFICATION OF ASSETS (To be filed when required by Preliminary Order) The Personal Representative of the above-listed estate hereby verifies that the assets of the estate are as follows: Asset Value __________________________________ $________ __________________________________ $________ __________________________________ $________ __________________________________ $________ __________________________________ $________ __________________________________ $________ __________________________________ $________ __________________________________ $________ Total value of assets: $____________ I do solemnly declare and affirm under penalty of law that the contents of the foregoing document are true and correct to the best of my knowledge, information, and belief. __________________________________ Signature of personal representative CERTIFICATE OF SERVICE I hereby certify that on the ____ day of ________________________, 20____, a copy of the foregoing Verification of Assets was served by first class mail, postage prepaid, on the following: (list names and addresses of interested persons) _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ __________________ ______________ _ Signature