District of Columbia Probate Form

Initial Hearing (Int) - Report Of Examiner (Es)

Everything you need to know about District of Columbia Form Initial Hearing (Int) - Report Of Examiner (Es), including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related DC probate forms.

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About Initial Hearing (Int) - Report Of Examiner (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.

Initial Hearing (Int) - Report Of Examiner (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 Initial Hearing (Int) - Report Of Examiner (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Initial Hearing (Int) - Report Of Examiner (Es):

  • This form pertains to the State of District of Columbia

  • The official District of Columbia source for this form is here.

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 Initial Hearing (Int) - Report Of Examiner (Es) up to date, certain details can change from time-to-time with little or no communication.

How to file Form Initial Hearing (Int) - Report Of Examiner (Es)

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 Initial Hearing (Int) - Report Of Examiner (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 Initial Hearing (Int) - Report Of Examiner (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 Initial Hearing (Int) - Report Of Examiner (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?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Initial Hearing (Int) - Report Of Examiner (Es) is due

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

How to Download, Open, and Edit this form Online

Initial Hearing (Int) - Report Of Examiner (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 Initial Hearing (Int) - Report Of Examiner (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.

Initial Hearing (Int) - Report Of Examiner (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.

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Did you know?

  • Form Initial Hearing (Int) - Report Of Examiner (Es) is a probate form in District of Columbia.

  • District of Columbia has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in District of Columbia.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in District of Columbia, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Initial Hearing (Int) - Report Of Examiner (Es)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form Initial Hearing (Int) - Report Of Examiner (Es)

Here’s the text, verbatim, that is found on District of Columbia Form Initial Hearing (Int) - Report Of Examiner (Es). You can use this to get an idea of the context of the form and what type of information is needed.

Report of Examiner Marzo 2014 – 820.10.v2 Translated by JTG, inc. 04/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES En materia de ________________________________ Adulto INFORME DEL EXAMINADOR Report of Examiner INFORMACIÓN DEL EXAMINADOR Nombre: ___________________________________________________________________ Domicilio: ___________________________________________________________________ ___________________________________________________________________ Teléfono: ____________________ Fax: ____________________ Celular: _______________ Disciplina: Médico (indicar especialidad) Enfermero profesional Trabajador social Psicólogo Otro: ____________________________________________ Indicar las certificaciones, la experiencia, las áreas de especialización u otras cualificaciones relevantes para la realización del examen de la persona y la preparación de este informe. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ INFORMACIÓN DEL EXAMEN [Adjuntar información adicional, según sea necesario]. Fecha(s) del examen de la persona: ______________________________________________ Lugar(es) del examen: ________________________________________________________ Tiempo que se estuvo con la persona: ____________________________________________ _________ INT _________ _________ IDD _________ Report of Examiner Marzo 2014 – 820.10.v2 Translated by JTG, inc. 04/2017 Indicar las herramientas de diagnóstico utilizadas, en caso de haber utilizado alguna, (p. ej., la mini prueba del estado mental) ___________________________________________________________________________ Ver historias clínicas adjuntas. Hacer una lista de otras personas entrevistadas en relación con este examen. Incluir nombres, relación con la persona y cualquier información de contacto disponible. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ INFORMACIÓN DE ANTECEDENTES (Antecedentes demográficos, antecedentes médicos disponibles, situación actual de la persona) Sexo ____________ Edad ____________ Ver historias clínicas adjuntas. [Utilizar un formato apropiado para su área de especialidad profesional. Adjuntar páginas o documentos adicionales según sea necesario]. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ EVALUACIÓN DE LA CAPACIDAD O INCAPACIDAD 1. La persona no tiene una discapacidad mental o física que afecte su capacidad para recibir y evaluar información de manera eficaz, para comunicar decisiones relacionadas con bienes y finanzas, o para satisfacer sus necesidades básicas de salud física, seguridad, rehabilitación o terapéuticas. Indicar cualquier hecho que pueda respaldar una evaluación contraria: ___________________________________________________________________ ___________________________________________________________________ O 2. La persona tiene una discapacidad mental o física, pero actualmente tiene la capacidad para recibir y evaluar información de manera eficaz, para comunicar decisiones relacionadas con bienes y finanzas, o para satisfacer sus necesidades básicas de salud física, seguridad, rehabilitación o terapéuticas. Describir la naturaleza específica de la discapacidad y la fundamentación de esta evaluación. Indicar cualquier hecho que pueda respaldar una evaluación contraria: ___________________________________________________________________ ___________________________________________________________________ Report of Examiner Marzo 2014 – 820.10.v2 Translated by JTG, inc. 04/2017 O 3. La persona tiene una discapacidad mental o física y, debido a esta discapacidad, la persona objeto de este proceso es un adulto cuya capacidad para recibir y evaluar información de manera eficaz o para comunicar decisiones se ve afectada hasta el punto de que: a. carece de la capacidad para tomar las medidas necesarias a fin de obtener, administrar o disponer de (marcar todo lo que corresponda) bienes muebles e inmuebles, bienes intangibles, bienes comerciales; beneficios e ingresos. Describir la naturaleza específica de la incapacidad y la fundamentación de esta evaluación. Indicar cualquier hecho que pueda respaldar una evaluación contraria: ___________________________________________________________________ ___________________________________________________________________ b. carece de la capacidad para tomar las medidas necesarias para (marcar todo lo que corresponda) tomar decisiones de atención médica; proporcionar cuidados de salud; proporcionar alimentos, vestimenta y vivienda; proporcionar higiene personal y otros tipos de cuidado, sin los cuales tiene más probabilidades de sufrir una lesión física o enfermedad graves. Describir la naturaleza específica de la incapacidad y la fundamentación de esta evaluación. Indicar cualquier hecho que pueda respaldar una evaluación contraria: ___________________________________________________________________ ___________________________________________________________________ c. carece de la capacidad para satisfacer todos o algunos requisitos básicos para su rehabilitación o necesidades terapéuticas. Describir la naturaleza específica de la incapacidad y la fundamentación de esta evaluación. Indicar cualquier hecho que pueda respaldar una evaluación contraria: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Si la persona está incapacitada, evaluar su potencial para recuperar parte o la totalidad de la capacidad: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Si la persona está incapacitada, identificar los factores que podrían argumentar en contra de la intervención de este Tribunal en nombre de la persona (p. ej., sistemas de apoyo comunitario o familiar): ___________________________________________________________________ Report of Examiner Marzo 2014 – 820.10.v2 Translated by JTG, inc. 04/2017 ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Otros comentarios o recomendaciones: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ _________________________ ________ ___________________________ Firma Fecha __________________________________ 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) ___________________________________ N.º de licencia y estado Los examinadores designados por el Tribunal deben entregar una copia de este informe por correo postal de primera clase a todas las personas que figuran en la orden de designación del examinador. Report of Examiner Marzo 2014 – 820.10.v2 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 del examinador Report of Examiner Marzo 2014 – 820.10.v2 Translated by JTG, inc. 04/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES En materia de: ________________________________ Adulto LISTA DE NOTIFICACIONES [Indicar los nombres y domicilios de las personas con derecho a ser notificadas. Consultar la Norma 326 (Rule 326) de la División Testamentaria y de Sucesiones del Tribunal Superior. Se pueden incluir números de teléfono y fax, si se conocen]. _________ INT _________ _________ IDD _________

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