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Petition to Allow Account(s)

 

INSTRUCTIONS: MICHIGAN PETITION TO ALLOW ACCOUNT(S) (Form PC 585a)

 

 

The form discussed in this article is filed by the fiduciary of a Michigan estate to approve fees, expenses and attorney costs in an interim or otherwise numbered account. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Petition To Allow Account(s) PC 585a Step 1: Enter the file number in the top righthand corner where indicated.

 

Michigan Petition To Allow Account(s) PC 585a Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Petition To Allow Account(s) PC 585a Step 3: On line 2, enter the names and addresses of any interested persons or their personal representatives which do not appear on the initial application or petition.

 

Michigan Petition To Allow Account(s) PC 585a Step 4: Check the box on line 3a if attached accounts include attorney fees and costs. Enter the amount of these expenses.

 

Michigan Petition To Allow Account(s) PC 585a Step 5: Check the box on line 3b if attached accounts include fiduciary fees and costs. Enter the amount of these expenses.

 

Michigan Petition To Allow Account(s) PC 585a Step 6: Check the first box on line 5 if requesting that the accounts be allowed as an interim account.

 

Michigan Petition To Allow Account(s) PC 585a Step 7: Check the second box on line 5 if requesting that the accounts be allowed as a 1st, 2nd, 3rd, annual or final account.

 

Michigan Petition To Allow Account(s) PC 585a Step 8: Check the first box on line 6 if requesting that you be discharged.

 

Michigan Petition To Allow Account(s) PC 585a Step 9: Check the second box on line 6 if requesting that the bond be canceled.

 

Michigan Petition To Allow Account(s) PC 585a Step 10: Check the third box on line 6 if requesting that the estate be either continued or closed. Indicate which with a check mark.

 

Michigan Petition To Allow Account(s) PC 585a Step 11: Enter the date on the first blank line below.

 

Michigan Petition To Allow Account(s) PC 585a Step 12: Type or print your attorney's name, bar number, address, city, state, zip code and telephone number, as well as providing their signature. Provide your signature, name, address and telephone number as well.

 

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Publication of Notice

 

INSTRUCTIONS: MICHIGAN PUBLICATION OF NOTICE (Form PC 563a)

 

 

The form discussed in this article is used as a template to publish a statement regarding notices which persons interested in a Michigan estate who cannot be found are entitled to receive. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Publication Of Notice PC 563a Step 1: Enter the file number in the first blank box.

 

Michigan Publication Of Notice PC 563a Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Publication Of Notice PC 563a Step 3: In the blank space where indicated, enter the names of interested persons whose addresses are unknown and whose interest in the matter may be barred or affected.

 

Michigan Publication Of Notice PC 563a Step 4: Below the words "Take Notice," enter the forms of notice which the persons of interests are entitled to receive.

 

Michigan Publication Of Notice PC 563a Step 5: On the first blank line, enter the date.

 

Michigan Publication Of Notice PC 563a Step 6: On the first blank line on the left, type or print the name of your attorney and their bar number.

 

Michigan Publication Of Notice PC 563a Step 7: On the second blank line, enter the street address of your attorney.

 

Michigan Publication Of Notice PC 563a Step 8: On the third blank line, enter the city, state, zip code and telephone number of your attorney.

 

Michigan Publication Of Notice PC 563a Step 9: On the first blank line on the right, type or print the name of the petitioner.

 

Michigan Publication Of Notice PC 563a Step 10: On the second blank line, enter the street address of the petitioner.

 

Michigan Publication Of Notice PC 563a Step 11: On the third blank line, enter the city, state, zip code and telephone number of the petitioner.

 

Michigan Publication Of Notice PC 563a Step 12: Only the section discussed in the first eleven steps should be published. On the first three blank lines below, enter the number of times the statement should be published, the name of the publication and its county.

 

Michigan Publication Of Notice PC 563a Step 13: On the last three blank lines, enter the number of copies to be issued and to where, and where to forward the statement for publishing charges.

 

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Publication of Notice of Hearing

 

INSTRUCTIONS: MICHIGAN PUBLICATION OF NOTICE OF HEARING (Form PC 563)

 

 

The form discussed in this article is used by a Michigan petitioner in a guardianship or conservatorship case if they cannot locate all persons of interest to serve them with a notice of hearing. If so, this document can be used to give notice of hearing through publication in a newspaper. This form can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 1: Where indicated, enter the file number.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 2: On the first blank line, enter the name of the person whose conservatorship or guardianship is being considered.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 3: In the blank space below, enter the name of all interested persons being notified with this publication.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 4: On the next blank line, enter the date of the hearing.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 5: On the next blank line, enter the time of the hearing.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 6: On the next blank line, enter the location of the hearing.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 7: On the next blank line, enter the name of the judge who will be overseeing the hearing and their bar number.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 8: In the blank space provided, explain the purpose of the hearing.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 9: On the next blank line, enter the date.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 10: On the first blank line on the left side of the page, type or print the name of your attorney and enter their bar number.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 11: On the second blank line, enter the street address of your attorney.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 12: On the third blank line, enter the city, state, zip code and telephone number of your attorney.

 

Michigan Publication Of Notice Of Hearing PC 563 Step 13: Complete the rest of the form as instructed.

 

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Report of Visitor

Report of Visitor

 

INSTRUCTIONS: WASHINGTON D.C. REPORT OF VISITOR

 

 

The form discussed in this article is used by someone appointed as a visitor in a Washington D.C. probate case to file their report. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Report Of Visitor Step 1: Enter the name of the adult who is the subject of the conservatorship or guardianship on the first blank line.

 

Washington D.C. Report Of Visitor Step 2: On the next blank line, enter your name.

 

Washington D.C. Report Of Visitor Step 3: On the next blank line, enter the date of the order that appointed you as visitor.

 

Washington D.C. Report Of Visitor Step 4: On line IA, enter the date and place of your interview with the subject of the proceeding.

 

Washington D.C. Report Of Visitor Step 5: On line IB, indicate with a check mark whether the interview was oriented by time and place.

 

Washington D.C. Report Of Visitor Step 6: On line IC, provide a description of the physical appearance of the subject.

 

Washington D.C. Report Of Visitor Step 7: On line 1, indicate with a check mark whether the subject answered "yes" or "no" to the statement printed there. If no, provide an explanation.

 

Washington D.C. Report Of Visitor Step 8: On line 2, indicate with a check mark whether the subject answered "yes" or "no" to the statement printed there. If no, provide an explanation.

 

Washington D.C. Report Of Visitor Step 9: On line 3, indicate the subject's answers to all questions listed there by checking "yes" or "no" to all statements.

 

Washington D.C. Report Of Visitor Step 10: On line 4, enter the subject's listing of their closest family members, including their names, addresses and relationship to the subject.

 

Washington D.C. Report Of Visitor Step 11: On line 5, indicate the subject's response to all questions printed there by checking "yes" or "no" as appropriate.

 

Washington D.C. Report Of Visitor Step 12: On line 6, indicate the subject's response to all questions printed there by checking "yes" or "no" as appropriate.

 

Washington D.C. Report Of Visitor Step 13: On line 7, write who the subject said they would like to have help care for them. Complete the rest of the form as instructed.

 

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Order Regarding Temporary Relief Request

Order Regarding Temporary Relief Request

 

INSTRUCTIONS: WASHINGTON D.C. ORDER REGARDING TEMPORARY RELIEF REQUEST

 

 

The form discussed in this article is issued by a Washington D.C. court in response to a petition requesting temporary relief and the appointment of a temporary fiduciary for a conservatorship or guardianship. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Regarding Temporary Relief Request Step 1: On the first blank line, enter the name of the adult who is the subject of the conservatorship or guardianship.

 

Washington D.C. Regarding Temporary Relief Request Step 2: On the next blank line, enter the date.

 

Washington D.C. Regarding Temporary Relief Request Step 3: On the next blank line, enter the month.

 

Washington D.C. Regarding Temporary Relief Request Step 4: On the next blank line, enter the last two digits of the year.

 

Washington D.C. Regarding Temporary Relief Request Step 5: Place a check mark next to the next statement if the face of the petition and supporting documentation provide sufficient basis to warrant an emergency hearing before the court for good cause having been shown.

 

Washington D.C. Regarding Temporary Relief Request Step 6: Place a check mark next to the next statement if the face of the petition and supporting documentation do not provide sufficient basis to warrant an emergency hearing before the court for good cause having been shown.

 

Washington D.C. Regarding Temporary Relief Request Step 7: Enter the date on the next blank line.

 

Washington D.C. Regarding Temporary Relief Request Step 8: Enter the month on the next blank line.

 

Washington D.C. Regarding Temporary Relief Request Step 9: Enter the last two digits of the year on the next blank line.

 

Washington D.C. Regarding Temporary Relief Request Step 10: Place a check mark next to the next statement if the request seeking an emergency hearing for temporary relief is granted. If so, enter the date, month and last two digits of the year in which the hearing will take place, the time at which it will occur, the courtroom in which it will take place, and the name of the judge who will preside. Place a check mark to the next statement if the request is denied.

 

Washington D.C. Regarding Temporary Relief Request Step 11: The judge should enter their signature on the last blank line.

 

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Petition for Appointment of Temporary Guardian and Order Appointing Temporary Guardian

Petition for Appointment of Temporary Guardian and Order Appointing Temporary Guardian

 

INSTRUCTIONS: WASHINGTON D.C. PETITION FOR APPOINTMENT OF TEMPORARY GUARDIAN

 

 

The form discussed in this article is used to petition for the appointment of a temporary guardian in Washington D.C. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 1: On the first blank line, enter the name of the adult who is the subject of this petition.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 2: Check the first box if petitioning for an emergency guardian for up to 21 days based on a life-threatening situation or situation involving emergency care when no other person appears to have authority to act under the circumstances.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 3: Check the second box if petitioning for a health care guardian for up to 90 days when there is no guardian, there are two certifications of incapacity and no other person appears to have authority to act under the circumstances.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 4: Check the third box if petitioning for a provisional guardian for up to 6 months based on a finding that any guardian is not effectively performing their duties and the welfare of the ward requires immediate action.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 5: Check the fourth box if seeking extension of an appointment. Indicate whether seeking extension of an emergency or health care guardian with a check mark.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 6: On line 1a, enter your name.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 7: On line 1b, enter your address.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 8: On line 1c, enter your telephone number.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 9: On line 1d, enter your relationship to the subject.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 10: On line 2a, enter the name of the subject.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 11: On line 2b, enter the age of the subject.

 

Washington D.C. Petition For Appointment Of Temporary Guardian Step 12: Complete the rest of the form as instructed.

 

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Affidavit of Personal Service

Affidavit of Personal Service

 

INSTRUCTIONS: WASHINGTON D.C. AFFIDAVIT OF PERSONAL SERVICE

 

 

The form discussed in this article is filed by a person who made personal service of a Notice of Hearing on Petition in a Washington D.C. probate case. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Affidavit Of Personal Service Step 1: On the first blank line, enter the name of the adult who is the subject of the case.

 

Washington D.C. Affidavit Of Personal Service Step 2: On the next blank line, enter your name.

 

Washington D.C. Affidavit Of Personal Service Step 3: On the next two blank lines, enter your address.

 

Washington D.C. Affidavit Of Personal Service Step 4: On the next blank line, enter the date on which you made service.

 

Washington D.C. Affidavit Of Personal Service Step 5: On the next blank line, enter the month in which you made service.

 

Washington D.C. Affidavit Of Personal Service Step 6: On the next blank line, enter the last two digits of the year in which you made service.

 

Washington D.C. Affidavit Of Personal Service Step 7: In the first column of the section below, enter the name of each person served.

 

Washington D.C. Affidavit Of Personal Service Step 8: In the second column, enter the address of each person served.

 

Washington D.C. Affidavit Of Personal Service Step 9: In the third column, enter the place of service.

 

Washington D.C. Affidavit Of Personal Service Step 10: In the fourth column, enter each date of service.

 

Washington D.C. Affidavit Of Personal Service Step 11: The form should be signed on the next blank line in the presence of a notary public or clerk.

 

Washington D.C. Affidavit Of Personal Service Step 12: The rest of the form will be completed by the notary public or clerk. On the next blank line, they will enter the date.

 

Washington D.C. Affidavit Of Personal Service Step 13: On the next blank line, the notary public or clerk will enter the month.

 

Washington D.C. Affidavit Of Personal Service Step 14: On the next blank line, the notary public will enter the last two digits of the year.

 

Washington D.C. Affidavit Of Personal Service Step 15: On the last blank line, the notary public or clerk will enter their signature.

 

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Acceptance

Acceptance

 

INSTRUCTIONS: WASHINGTON D.C. ACCEPTANCE

 

 

The form discussed in this article is used to accept appointment to a position as a Washington D.C. guardian or conservator. The form is filed as part of the process of obtaining Letters of Conservatorship and/or Guardianship from the court system. Both documents can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Acceptance Step 1: On the first blank line, enter the name of the adult who is the subject of this appointment.

 

Washington D.C. Acceptance Step 2: Check the first box if this form concerns appointment of a guardian.

 

Washington D.C. Acceptance Step 3: Check the second box if this form concerns appointment of a conservator.

 

Washington D.C. Acceptance Step 4: Check the third box if accepting appointment to the position of guardian.

 

Washington D.C. Acceptance Step 5: Check the fourth box if accepting appointment to the position of conservator.

 

Washington D.C. Acceptance Step 6: On the next blank line, enter the name of the ward.

 

Washington D.C. Acceptance Step 7: The subsequent paragraph states that by signing this document, you are consenting to personal jurisdiction in any action instituted in the District of Columbia by any interested person against you in your position as either guardian or conservator. The paragraph also states that if you are a non-resident, you irrevocably appoint the Register of Wills and successors to their office as the person upon whom all notice 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 the proceeding in which Letters of guardianship and/or conservatorship shall issue.

 

Washington D.C. Acceptance Step 8: On the next blank line, provide your signature.

 

Washington D.C. Acceptance Step 9: On the next blank line, type your name.

 

Washington D.C. Acceptance Step 10: On the next blank line, enter your street address. Providing a P.O. box number is not acceptable.

 

Washington D.C. Acceptance Step 11: On the next blank line, enter your city, state and zip code.

 

Washington D.C. Acceptance Step 12: On the last blank line, enter your telephone number, including the area code.

 

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Affidavit of Service by Mail

Affidavit of Service by Mail

 

INSTRUCTIONS: WASHINGTON D.C. AFFIDAVIT OF SERVICE BY MAIL

 

 

The form discussed in this article is completed by the person who served Notice of Hearing on Petition in a Washington D.C. probate case by placing a copy of the notice in an official depository of the United States Postal Service in an envelope with postage prepaid. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Affidavit Of Service By Mail Step 1: On the first blank line, enter the name of the adult who is the subject of the case. 

 

Washington D.C. Affidavit Of Service By Mail Step 2: On the next blank line, enter your name.

 

Washington D.C. Affidavit Of Service By Mail Step 3: On the next two blank lines, enter your address.

 

Washington D.C. Affidavit Of Service By Mail Step 4: On the next blank line, enter the date on which you executed service by mail.

 

Washington D.C. Affidavit Of Service By Mail Step 5: On the next blank line, enter the month in which you executed service by mail.

 

Washington D.C. Affidavit Of Service By Mail Step 6: On the next blank line, enter the last two digits of the year in which you executed service by mail.

 

Washington D.C. Affidavit Of Service By Mail Step 7: In the section below, document all people to whom you mailed notice. In the first column, enter the name of each person served.

 

Washington D.C. Affidavit Of Service By Mail Step 8: In the second column, enter the address to which each notice was sent.

 

Washington D.C. Affidavit Of Service By Mail Step 9: In the third column, enter the date on which each notice was mailed.

 

Washington D.C. Affidavit Of Service By Mail Step 10: The form should be completed in the presence of a notary public or clerk. On the next blank line, enter your signature.

 

Washington D.C. Affidavit Of Service By Mail Step 11: The remainder of the form should be completed by the notary public or clerk. On the next blank line, they will enter the date.

 

Washington D.C. Affidavit Of Service By Mail Step 12: On the last three blank lines, the notary public or clerk will enter the month, the last two digits of the year and their signature.

 

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Order Appointing Guardian ad litem

Order Appointing Guardian ad litem

 

INSTRUCTIONS: WASHINGTON D.C. ORDER APPOINTING GUARDIAN AD LITEM

 

 

The form discussed in this article is issued by a Washington D.C. court to appoint a guardian ad litem. This document can be obtained from the website maintained by the District of Columbia Courts system.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 1: On the first blank line, enter the name of the adult who is the subject of the case.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 2: On the next blank line, enter the date on which the petition for a guardian ad litem was filed.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 3: On the next blank line, enter the month in which the petition was filed.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 4: On the next blank line, enter the last two digits of the year in which the petition was filed.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 5: On the next blank line, enter the date.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 6: On the next blank line, enter the month.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 7: On the next blank line, enter the last two digits of the year.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 8: On the next two blank lines, enter the reasons why a guardian ad litem is being appointed.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 9: On the next blank line, enter the name of the person being appointed guardian ad litem.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 10: Check the first statement if the guardian ad litem is appointed to assist the subject in determining their interests in regard to this proceeding.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 11: Check the next statement if the guardian ad litem is appointed to make a determination of the subject's interests in regard to this proceeding.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 12: Check the next statement if the guardian ad litem is appointed to prosecute or defend the interest of an interested person and enter their name.

 

Washington D.C. Order Appointing Guardian Ad Litem Step 13: Complete the rest of the form as instructed.

 

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