District of Columbia Probate Form

Inventory And Accounting Form (Int) - Account And Order (Es)

Everything you need to know about District of Columbia Form Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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.

Inventory And Accounting Form (Int) - Account And Order (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:

View Form Inventory And Accounting Form (Int) - Account And Order (Es)

DC Form Inventory And Accounting Form (Int) - Account And Order (Es) is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Inventory And Accounting Form (Int) - Account And Order (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory And Accounting Form (Int) - Account And Order (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 ’s Form Inventory And Accounting Form (Int) - Account And Order (Es) up to date, certain details can change from time-to-time with little or no communication.

How to file Form Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (Es), and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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.

Inventory And Accounting Form (Int) - Account And Order (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.

View Form Inventory And Accounting Form (Int) - Account And Order (Es)

DC Form Inventory And Accounting Form (Int) - Account And Order (Es) is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (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 Inventory And Accounting Form (Int) - Account And Order (Es)

Here’s the text, verbatim, that is found on District of Columbia Form Inventory And Accounting Form (Int) - Account And Order (Es). You can use this to get an idea of the context of the form and what type of information is needed.

Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 1 Tribunal Superior del Distrito de Columbia SECCIÓN DE SUCESIONES Account Patrimonio de _______________________________ __________ __________ __________ Año del caso Tipo de caso N.º de caso _______________________ estado contable de __________________________________________________ (Primero, segundo, etc.) (Nombre del fiduciario) (Capacidad de fiduciario) Para el periodo que comienza el ________________del 20_____ y finaliza el _________________del 20_____. NOTA: El siguiente “Resumen de Transacciones” debe utilizarse para todas las tutelas, curatelas, comisiones y la porción de rentas de los fideicomisos. Las transacciones que afectan el capital del fideicomiso (caudal hereditario) deben registrarse en el “Resumen de Transacciones” en la página 2. RESUMEN DE TRANSACCIONES Débito(s) Montos recibidos Crédito(s) (Montos desembolsados) Montos recibidos: Total del Anexo “A” Saldo inicial................................................................... $ Total del Anexo “B” Saldo de dividendos.................................................... Total del Anexo “C” Ingresos por intereses............................................... Total del Anexo “D” Ingresos por anualidades.......................................... Total del Anexo “E” Ingresos por alquileres.............................................. Total del Anexo “F” Otras recaudaciones................................................... Total del Anexo “G” Ganancia........................................................................ Montos desembolsados: Total del Anexo “G” Pérdidas......................................................................... $ Total del Anexo “H” Gastos administrativos.............................................. Total del Anexo “I” Gastos de propiedades en alquiler.......................... Total del Anexo “J” Otros montos desembolsados.................................. Total del Anexo “K” Gastos de mantenimiento y cuidados – Distribuciones.............................................................. Total del Anexo “L” Saldo final..................................................................... Totales (las columnas deben coincidir) .................................... $ $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 2 ANEXO “A” SALDO INICIAL Enumere a continuación los activos habidos al comienzo del estado contable. En el Primer Estado Contable, estos serían los activos habidos o en existencia a la fecha del Nombramiento de Calificación. Se debe enumerar cada activo por separado y describirlo en su totalidad. En casos de tutelas, curatelas y comisiones, incluya todos los bienes personales. En el caso de fideicomisos, incluya los bienes personales y los bienes inmuebles. Ejemplo: 600 acciones en XYZ Co., acciones ordinarias Valor contable $8,000.00 Nota: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Valor contable $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ....................................................................... $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 3 ANEXO “B” INGRESOS POR DIVIDENDOS Enumere a continuación la fuente de cada dividendo recibido, el monto correspondiente a este y la fecha de pago. Ejemplo: 100 acciones ordinarias en XYZ Co. 30 de marzo de 19____ $30.00 30 de junio de 19____ 30.00 30 de septiembre de 19____ 35.00 31 de diciembre de 19____ 35.00 130.00 Montos recibidos $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ ANEXO “C” INGRESOS POR INTERESES Enumere a continuación la fuente de cada pago de intereses recibido, el monto correspondiente a este y la fecha de pago. Ejemplo: ABC Bank: 30 de marzo de 19____ $30.00 30 de junio de 19____ 30.00 30 de septiembre de 19____ 30.00 31 de diciembre de 19____ 40.00 130.00 Montos recibidos $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 4 ANEXO “D” INGRESOS POR ANUALIDADES Enumere a continuación cada pensión vitalicia, etc., e identifique las fuentes, los periodos o meses cubiertos y la tasa de cada una de ellas. Ejemplo: Beneficios de Seguridad Social para los meses calendario desde junio de 19____ hasta mayo de 19____ 12 meses como se muestra a continuación: 5 a $130.00 (136.70 menos 6.70 de la prima del seguro) $650.00 7 a 140.00 (146.70 menos 6.70 de la prima del seguro) 980.00 $1630.00 Montos recibidos $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ ANEXO “E” INGRESOS POR ALQUILERES Enumere a continuación cada parcela de bienes raíces o unidad en alquiler, el periodo cubierto, la recaudación bruta por alquiler y el monto correspondiente a esta. Si la propiedad no está alquilada o se alquiló de manera parcial, indique y explique los motivos: Ejemplo: ABC Bank: 1111 – 99 th Street, por los meses de junio de 19____ hasta mayo de 19____, a $300.00 $3,600.00 Montos recibidos $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 5 ANEXO “F” OTRAS RECAUDACIONES Enumere a continuación las fuentes y montos de todas las recaudaciones no adecuadas para la inclusión en los Anexos “B”, “C”, “D”, “E” o “G”. Esto incluye seguros, reembolsos, reintegros, activos adicionales, ganancias provenientes de la venta de bienes raíces, etc. NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Montos recibidos $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ....................................................................... $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 6 ANEXO “G” GANANCIAS Y PÉRDIDAS A continuación, enumere en detalle todos los valores u otras transacciones. Si estos devinieron en una ganancia o pérdida, el monto de dicha ganancia o pérdida debe extenderse a la columna adecuada. Ejemplo: 19____ 9/30 100 acciones en XYZ Co., vendidas como ordinarias por $3,000.00 100 acciones en XYZ Co., mantenidas en existencia como ordinarias a $2,500.00 Ganancia neta $500,00 NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Ganancias Pérdidas $ $ Si se utilizan hojas complementarias, ingrese el total de estas aquí...... $ $ Total (trasladar al resumen) ......................................................... $ $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 7 ANEXO “H” GASTOS ADMINISTRATIVOS Enumere en detalle a continuación cada gasto de naturaleza administrativa. Esto incluye honorarios de abogados, honorarios de auditorías, prima de fianzas, gastos bancarios, costas judiciales, etc. NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Montos desembolsados $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............... $ Total (trasladar al resumen) ................................................................ $ ANEXO “I” GASTOS DE PROPIEDADES EN ALQUILER Enumere en detalle a continuación todos los gastos relacionados con las propiedades en alquiler. Si los gastos se relacionan con más de una propiedad, estos deben agruparse de acuerdo con cada propiedad. NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Montos desembolsados $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 8 ANEXO “J” OTROS MONTOS DESEMBOLSADOS A continuación, enumere en detalle otros montos desembolsados o créditos que no se puedan incluir de manera adecuada en los anexos “G”, “H”, “I” o “K”. NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Montos desembolsados $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............... $ Total (trasladar al resumen) ................................................................ $ ANEXO “K” GASTOS DE MANTENIMIENTO Y CUIDADOS A continuación, enumere en detalle todos los gastos de mantenimiento y cuidados de la persona incapaz en el caso de tutelas, curatelas y comisiones. En el caso de fideicomisos, enumere todas las distribuciones a los beneficiarios. NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Montos desembolsados $ Si se utilizan hojas complementarias, ingrese el total de estas aquí............ $ Total (trasladar al resumen) ............................................................. $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 9 ANEXO “L” Enumere a continuación los activos habidos al final del periodo del estado contable. Se debe enumerar cada activo por separado y describirlo en su totalidad. En casos de tutelas, curatelas y comisiones, incluya todos los bienes personales. En casos de fideicomisos, incluya todos los bienes personales y los bienes inmuebles. El valor justo del mercado debe ser el de la fecha de cierre del estado contable. Valor Valor justo Ejemplo contable del mercado 500 acciones en XYZ Co., acciones ordinarias $5,000.00 $10,000.00 Cert. n.º 177253 100 acciones. Fechadas 11-1-66 187644 200 acciones. Fechadas 9-5-69 197223 200 acciones. Fechadas 12-2-70 ________ ________ NOTA: En el caso de fideicomisos, si se incluyen elementos del capital y de los ingresos, estos deben declararse por separado y trasladarse al resumen adecuado. Valor contable Valor justo del mercado $ $ Si se utilizan hojas complementarias, ingrese el total de estas aquí...... $ $ Total (trasladar al resumen) ......................................................... $ $ Account Actualizado en enero de 2010 Translated by JTG, inc. 07/2017 Hoja 10 Lote 4008, Manzana 42, mejorado BIENES RAÍCES en el inmueble de 722 Easy Lane, (SI NO ESTÁ INCLUIDO EN EL ANEXO “L”) Washington DC, alquilado por $250.00 mensuales $10,000 Ninguno Desconocido UBICACIÓN Y DESCRIPCIÓN COMPLETAS Valor catastral Gravamen (hipotecario, etc.) Valor del mercado, si se conoce $ $ $ TOTALES DE LAS COLUMNAS...................... $ $ $ Los siguientes valores se encuentran en posesión o depositados en ________ ___________________________________________________________________ a nombre de ______________________________________________________ La multa por mi compromiso es de $__________________ El compromiso original se presentó en el día ____ de _________ del 20____. El fiador es __________________________________________________ Distrito de Columbia, a saber: Yo/Nosotros, el/los abajo firmante(s), _______________________________ (Escriba a máquina o con letra clara) juro/juramos solemnemente que el estado contable que antecede es justo y verdadero, y que _______ ha pagado de buena fe, o prometido pagar, las sumas por las cuales ______ reclama crédito y deducción. _____________________________ ____________________________ (Firma) _____________________________ ____________________________ (Número de teléfono) (Dirección) _____________________________ (Dirección de correo electrónico) Firmado y jurado ante mí el día ____ de ______________ del 20____. _____________________________ Notario Público/Registro de Testamentos/Secretario Tribunal Superior del Distrito de Columbia SECCIÓN DE SUCESIONES El día __________ de _______________________ del 20____, el estado contable que antecede, presentado para su aprobación, es aprobado e ingresado tras el análisis del Tribunal. ______________________________________________ Juez

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