Inventory And Accounting Forms (Con) - Account

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.

Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory And Accounting Forms (Con) - Account:

• 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 Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account, 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 Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account 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.

Inventory And Accounting Forms (Con) - Account 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 Inventory And Accounting Forms (Con) - Account. You can use this to get an idea of the context of the form and what type of information is needed.

Superior Court of the District of Columbia PROBATE DIVISION Estate of _______________________________ __________ __________ __________ Case Year Case Type Case No. _______________________ Accounting of ______________________________________________________ (First, Second, etc.) (Name of Fiduciary) (Fiduciary Capacity) For period beginning ______________________ 20______, and ending ______________________ 20______ NOTE: The following “Summary of Transactions” should be used for all Guardianships, Conservatorships, Commiteeships and Income portion of trusts. Transaction affecting trust principal (corpus) should be recorded in the “Summary of Transactions” on Page 2. SUMMARY OF TRANSACTIONS Debit(s) Receipts Credit(s) (Disbursements) Receipts: Total from Schedule “A” Beginning Balance....................................................... $ Total from Schedule “B” Dividend Balance.... ...................................................... Total from Schedule “C” Interest Income........................................................... Total from Schedule “D” Annuity Income............................................................ Total from Schedule “E” Rental Income............................................................. Total from Schedule “F” Other Collections......................................................... Total from Schedule “G” Gain................................................................................ Disbursements: Total from Schedule “G” Losses .............................................................................. $ Total from Schedule “H” Administrative Expenses............................................ Total from Schedule “I” Rental Property Expenses.......................................... Total from Schedule “J” Other Disbursements................................................... Total from Schedule “K” Maintenance and Care Expenses – Distributions. Total from Schedule “L” Ending Balance............................................................. Totals (Columns must agree) .................................................... $ $ Updated Jan. 2010 Sheet 1 SCHEDULE “A” BEGINNING BALANCE List below the assets held at the beginning of the accounting. In the First Accounting, these would be the assets held or in existence on the date of Appointment of Qualification. Each asset must be listed separately and described fully. In Guardianship, Conservatorship and Committeeship cases, include all personal property. In Trusteeship cases, include personal and real property. Example: 600 shares XYZ Co., common stock Carrying value $8,000.00 Note: In Trust cases if both principal and income items are included they should be stated separately and carried forward to the proper summary. Carrying Value $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ................................................................. $ Updated Jan. 2010 Sheet 2 SCHEDULE “B” DIVIDEND INCOME List below the source of each dividend received, the amount of same, and the date of payment. Example: 100 shares common stock of XYZ Co. March 30, 19____ $30.00 June 30, 19____ 30.00 Sept. 30, 19____ 35.00 Dec. 31, 19____ 35.00 130.00 Receipts $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ SCHEDULE “C” INTEREST INCOME List below the source of each interest payment received, the amount of same, and the date of payment. Example: ABC Bank: March 30, 19____ $30.00 June 30, 19____ 30.00 Sept. 30, 19____ 30.00 Dec. 31, 19____ 40.00 130.00 Receipts $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ Updated Jan. 2010 Sheet 3 SCHEDULE “D” ANNUITY INCOME List below each annuity pension, etc., identifying each as to source, period or months covered and the rate of same. Example: Social Security benefits for the Calendar months of June 19____ through May 19____ 12 months as follows: 5 at $130.00 (136.70 Less 6.70 Insurance Premium) $650.00 7 at 140.00 (146.70 Less 6.70 Insurance Premium) 980.00 $1630.00 Receipts $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ SCHEDULE “E” RENTAL INCOME List below each parcel of real estate, or rental unit, the period covered, the gross rent collection and the amount of same. If the property is not rented or was only partially rented, please indicate and explain the reason(s) therefore: Example: ABC Bank: 1111 – 99 th Street, for the months of June 19____ through May 19____, at $300.00 $3,600.00 Receipts $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ Updated Jan. 2010 Sheet 4 SCHEDULE “F” OTHER COLLECTIONS List in detail below, the source(s) and amount(s) of all other collections not appropriate for inclusion in Schedules “B”, “C”, “D”, “E”, or “G”. This would include insurance, reimbursements, refunds, additional assets, proceeds from sale of real estate, etc. NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Receipts $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ... .............................................................. $ Updated Jan. 2010 Sheet 5 SCHEDULE “G” GAINS AND LOSSES List in detail below, all security or other transaction(s). If same resulted in a gain or loss, the amount of such gain or loss should be extended to the appropriate column. Example: 19____ 9/30 100 shares XYZ Co., common sold for $3,000.00 100 shares XYZ Co., common carried at $2,500.00 Net Gain $500.00 NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Gains Losses $ $ If continuation sheet(s) are used, enter total of same here $ $ Total (carry forward to summary) ................................................ $ $ Updated Jan. 2010 Sheet 6 SCHEDULE “H” ADMINISTRATIVE EXPENSES List in detail below each expenditure of an administrative nature. This would include attorney’s fees, audit fees, bond premium, bank charges, court costs, etc. NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Disbursements $ If continuation sheet(s) are used, enter total of same here............................... $ Total (carry forward to summary) ....................................................... $ SCHEDULE “I” RENTAL PROPERTY EXPENSES List in detail below, all expenditures related to rental property(ies). If the expenses relate to more than one property, the expenses should be grouped as to each property. NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Disbursements $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ Updated Jan. 2010 Sheet 7 SCHEDULE “J” OTHER DISBURSEMENTS List in detail below all other disbursements or credits which cannot properly be included in schedules “G”, “H”, “I”, or “K”. NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Disbursements $ If continuation sheet(s) are used, enter total of same here............................... $ Total (carry forward to summary) ....................................................... $ SCHEDULE “K” MAINTENANCE AND CARE EXPENSES List in detail below, all expenditures to the maintenance and care of Ward in Guardianship, Conservatorship and Committeship cases. In Trust cases, list all distributions to beneficiaries. NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Disbursements $ If continuation sheet(s) are used, enter total of same here............ $ Total (carry forward to summary) ....................................................... $ Updated Jan. 2010 Sheet 8 SCHEDULE “L” List below the assets held at the end of the accounting period. Each asset must be listed separately and described fully. In Guardianship, Conservatorship and Committeeship Cases, include all personal property. In Trusteeship Cases, include all personal and real property. The Fair Market Value should be as of the closing date of the accounting. Carrying Fair Market Example Value Value 500 shs., XYZ Co., common stock $5,000.00 $10,000.00 Cert No. 177253 100 shs. Dated 11-1-66 187644 200 shs. Dated 9-5-69 197223 200 shs. Dated 12-2-70 ________ ________ NOTE: In Trust cases if both principal and Income items are included they should be stated separately and carried forward to the proper summary. Carrying Value Fair Market Value $ $ If continuation sheet(s) are used, enter total of same here $ $ Total (carry forward to summary) ................................................ $ $ Updated Jan. 2010 Sheet 9 Lot 4008, Square 42, improved REAL ESTATE by premises 722 Easy Lane, (IF NOT INCLUDED IN SCHEDULE “L”) Washington, DC Rented for $250.00 per month $10,000 None Unknown COMPLETE LOCATION AND DESCRIPTION Assessed Value Encumbrance (Mortgage Lien, Etc.) Market Value if Known $ $ $ COLUMN TOTALS........................................... $ $ $ The foregoing securities are kept or deposited at _______________________ ___________________________________________________________________ in the name of ______________________________________________________ The penalty of my undertaking is $__________________ The original undertaking was filed on the _____day of____________, 20____ The surety is __________________________________________________ District of Columbia. to wit: I/we the undersigned, ____________________________________________ (Type or Print Plainly) do solemnly swear that the foregoing accounting is just and true, and that _______ have bona fide paid, or secured to be paid, the several sums for which ______claim credit and allowance. ___________________________________ Signature ___________________________________ Typed Name ___________________________________ Address (actual address/not Post Office Box) ___________________________________ ___________________________________ ___________________________________ Telephone number ___________________________________ E-mail Address ___________________________________ Bar Number (if filer is an attorney) Subscribed and sworn to before me this ____day of______________, A.D. 20____ _____________________________ Notary Public/Register of Wills/Clerk Updated Jan. 2010 Sheet 10 Updated Jan. 2010 Sheet 11 Superior Court of the District of Columbia PROBATE DIVISION On this __________ day of _______________________, A.D. 20_________ the foregoing account, being presented for approval, the same is after examination by the Court, approved and passed. ______________________________________________ Judge