District of Columbia Probate Form

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

Everything you need to know about District of Columbia Form Initial Hearing (Int) - Report Of Visitor (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 Visitor (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 Visitor (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 Visitor (Es)

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

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

Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES En materia de: ________________________________ Adulto INFORME DEL VISITADOR Report of Visitor Yo, ______________________________, visitador, designado por la orden emitida el _____ _______________________, presento el siguiente informe relativo a la investigación que realicé de conformidad con la sección 21-2033(c) y 20-2041(d) o 20-2054(a) del Código del Distrito de Columbia y la Norma 327 (Rule 327) de la División Testamentaria y de Sucesiones del Tribunal Superior. I. Entrevista del sujeto del proceso [el visitador debe tratar de hacer las siguientes preguntas en términos comprensibles para el sujeto]: A. Fecha y lugar de la entrevista: _______________________________________________ __________________________________________________________________________ B. ¿Está orientado en tiempo y espacio? _______ Sí ______ No C. Apariencia física: __________________________________________________________ __________________________________________________________________________ D. Al sujeto se le realizaron preguntas y respondió lo siguiente: 1. ¿Entiende mi explicación de la esencia de la petición; la naturaleza, el propósito y el efecto del proceso; y las facultades y funciones generales de un tutor y curador? ______Sí _________No (Si la respuesta es No, explique aquí) _________________________ ___________________________________________________________________________ 2. Tiene derecho a contratar a un abogado a su cargo. Si no puede pagarle a un abogado, el Tribunal le proporcionará uno sin costo. ¿Tiene abogado? ____Sí ____No Si la respuesta es Sí, indique nombre y dirección: ___________________________________ ___________________________________________________________________________ 3. ¿Entiende que, en virtud de la ley, usted tiene los siguientes derechos?: Estar presente en cualquier proceso judicial y ver u oír toda evidencia relacionada con su condición ____Sí ____No Ser representado por un abogado ____Sí ____No _________ INT _________ _________ IDD _________ Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 Presentar pruebas e interrogar a los testigos, incluido todo visitador o médico designado por el Tribunal ____Sí ____No Tener una audiencia cerrada sobre cualquier cuestión ____Sí ____No Impugnar la petición ____Sí ____No Oponerse a la designación del tutor o curador propuesto o a sus facultades o funciones ____Sí ____No Oponerse a la creación de la tutela o curatela ad litem propuestas y designadas para representar sus intereses, si el Tribunal determina que existe la necesidad de dicha representación ____Sí ____No Que toda o una parte de la remuneración de todo visitador, abogado, tutor ad litem o médico designado sea pagada por el Tribunal o el peticionario si usted no puede pagarla _____Sí ____No 4. ¿Quiénes son sus familiares más cercanos? (Indique nombre, dirección y parentesco) ________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ 5. ¿Tiene un médico? ________Sí ______No Si la respuesta es Sí, indique nombre y dirección: ________________________________ ________________________________________________________________________ ¿Es este el mismo médico que proporcionó la carta, si la hubiere, adjunta a la petición presentada en este proceso? ______Sí _______No 6. ¿Necesita ayuda para cuidar de usted o sus finanzas? _____Sí ____No Si la respuesta es Sí, indique en qué necesita ayuda: ______________________________ _________________________________________________________________________ 7. ¿Quién le gustaría que lo ayude? ____________________________________________ _________________________________________________________________________ Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 8. ¿Cómo se cuida actualmente? _______________________________________________ _________________________________________________________________________ _________________________________________________________________________ 9. Describa sus ingresos, bienes y deudas: _______________________________________ __________________________________________________________________________ __________________________________________________________________________ 10. ¿Conoce a _____________________, el tutor o curador propuesto? ____Sí ____No a. ¿Cómo se siente acerca de tener a esta persona para que tome decisiones sobre su cuidado diario? ____________________________________________________________________________ ____________________________________________________________________________ b. ¿Qué decisiones desea que tome su tutor o curador? _______________________________ ___________________________________________________________________________ c. Si se designa a un tutor o curador, ¿qué decisiones quisiera tomar usted mismo, y qué asuntos (por ej., con respecto a sus bienes) quisiera tratar usted mismo? ____________________________________________________________________________ ____________________________________________________________________________ d. ¿Cómo se siente acerca de lo que se solicita en la petición? (El visitador debe describir la solicitud). ____________________________________________________________________________ e. Nombres de los terceros presentes durante la entrevista (si los hubiera) y su relación con el sujeto: _______________________________________________________________________ II. Entrevista de las personas que buscan una designación como tutor o curador: A. Fecha y lugar de la entrevista: ________________________________________________ _________________________________________________________________________ B. Las personas que buscan una designación respondieron de la siguiente manera: 1. Nombre, dirección, número de teléfono del hogar y del trabajo, y ocupación: __________________________________________________________________________ __________________________________________________________________________ 2. Relación con la persona objeto del proceso: ______________________________________ 3. ¿Por qué la persona necesita ayuda?____________________________________________ __________________________________________________________________________ 4. ¿Dónde ha residido la persona durante los últimos tres meses? __________________________________________________________________________ __________________________________________________________________________ 5. ¿Quién, si corresponde, ha estado cuidando a la persona durante este período? Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 _________________________________________________________________________ _________________________________________________________________________ 6. ¿Qué cambios de residencia se contemplan? _____________________________________ _________________________________________________________________________ 7. ¿Qué disposiciones alternativas ha buscado para asistir a la persona? _________________ ________________________________________________________________________ 8. ¿Ha hablado de sus planes de cuidado y administración con la persona? ____Sí ____No 9. ¿Está la persona de acuerdo con sus planes? ____Sí ____No III. Entrevista de personas que han evaluado o prestado atención, asesoramiento, tratamiento o servicio a la persona objeto del proceso en el pasado reciente: A. Nombres y cargos de las personas entrevistadas: ________________________________ ___________________________________________________________________________ B. Formación y cualificaciones de las personas entrevistadas: ___________________________________________________________________________ ___________________________________________________________________________ C. Fechas y tipos de evaluaciones o cuidados, asesoramiento, tratamiento o servicios prestados a la persona (adjunte hojas adicionales si es necesario): Fecha Tipo de tratamiento/servicio ____________ ________________________________________________________ ____________ ________________________________________________________ ____________ ________________________________________________________ ____________ ________________________________________________________ D. Diagnóstico u opinión del estado de la persona (si los hubiera): ___________________________________________________________________________ ___________________________________________________________________________ E. ¿Cuáles son las funciones que la persona no puede desempeñar en su vida cotidiana? ___________________________________________________________________________ ___________________________________________________________________________ IV. Informe sobre el estado de la vivienda actual de la persona: A. Fecha______ [ ] visita al lugar [ ] información obtenida de otra manera: ___________________________________________________________________________ B. Domicilio: ________________________________________________________________ ___________________________________________________________________________ C. Tipo de vivienda: __________________________________________________________ D. Estado (si es una casa) Césped y jardín: __________________________________________________________ 1. Exterior: ___________________________________________________________ 2. Interior: ___________________________________________________________ Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 a. ¿Funcionan los servicios públicos? ____Sí ____No b. ¿Está limpia? ____Sí ____No c. ¿Hay riesgos de incendio presentes? ____Sí ____No d. Otro (explicar): ___________________________________________________ IV. Informe sobre el estado del lugar de confinamiento o residencia propuesto para la persona: A. Fecha __________ [ ] visita al lugar [ ] información obtenida de otra manera: ___________________________________________________________________________ B. Ubicación y tipo de lugar: ____________________________________________________ ___________________________________________________________________________ C. Estado: __________________________________________________________________ ___________________________________________________________________________ VI. Conclusión del visitador: A. Naturaleza y grado de incapacidad o discapacidad actual de la persona: ___________________________________________________________________________ ___________________________________________________________________________ B. Mi evaluación de la idoneidad y aptitud del tutor o curador que busca una designación es la siguiente: __________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ C. Recomiendo [ ] No recomiendo [ ] limitaciones de las facultades del tutor o curador que busca una designación. Si se recomiendan limitaciones, explique: __________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ D. Opino que [ ] debe [ ] no debe designarse un tutor ad litem para representar a la persona porque ______________________________________________________________________ VII. Comentarios adicionales (si los hubiera): ___________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ VIII. Si no se ha nominado a ningún tutor o curador, por la presente nomino a _________________ para prestar servicio como tutor y a __________________________ para prestar servicio como curador, por las siguientes razones: __________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ Fecha _____________________ Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017 _____________________________________ 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) 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 Report of Visitor November 2015 – 943.10.v3 Translated by JTG, inc. 04/2017

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