INSTRUCTIONS: WASHINGTON D.C. REPORT OF EXAMINER

The form discussed in this article is filed by an examiner as a report following their examination of the subject of a Washington D.C. case concerning appointment of a guardian or conservator. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Report Of Examiner Step 1: On the first blank line, enter the name of the adult who is the subject of this case.

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

Washington D.C. Report Of Examiner Step 3: On the next blank line, enter your street address.

Washington D.C. Report Of Examiner Step 4: On the next blank line, enter your city, state and zip code.

Washington D.C. Report Of Examiner Step 5: On the next blank line, enter your phone number.

Washington D.C. Report Of Examiner Step 6: On the next blank line, enter your fax number.

Washington D.C. Report Of Examiner Step 7: On the next blank line, enter your cell phone number.

Washington D.C. Report Of Examiner Step 8: Check the first box below if you are a physician and list your specialty.

Washington D.C. Report Of Examiner Step 9: Check the next box if you are a nurse practitioner.

Washington D.C. Report Of Examiner Step 10: Check the next box if you are a social worker.

Washington D.C. Report Of Examiner Step 11: Check the next box if you are a psychologist.

Washington D.C. Report Of Examiner Step 12: Check the next box if your discipline is other than those listed above and explain.

Washington D.C. Report Of Examiner Step 13: On the next set of blank lines, list any certification, experience, area of specialization or other qualification relevant to your examination of the subject and preparation of this report.

Washington D.C. Report Of Examiner Step 14: On the next blank line, enter the date or dates of the subject's examination.

Washington D.C. Report Of Examiner Step 15: On the next blank line, enter the place or places of examination.

Washington D.C. Report Of Examiner Step 16: On the next blank line, enter the length of time spent with the subject. Complete the rest of the form as instructed.

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.

INSTRUCTIONS: WASHINGTON D.C. ORDER APPOINTING VISITOR

The form discussed in this article is issued by a Washington D.C. court to appoint a visitor in a probate case concerning a subject of a guardianship or conservatorship. This document can be obtained from the website of the District of Columbia Courts.

Washington D.C. Order Appointing Visitor 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 Visitor Step 2: On the next blank line, enter the date on which the petition to appoint a visitor was filed.

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

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

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

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

Washington D.C. Order Appointing Visitor Step 8: On the next blank line, enter the name of the visitor being appointed.

Washington D.C. Order Appointing Visitor Step 9: On the next blank line, enter the month and date on which the report completed by the visitor will be the subject of a hearing.

Washington D.C. Order Appointing Visitor Step 10: On the next blank line, enter the last two digits of the year in which the hearing will be held.

Washington D.C. Order Appointing Visitor Step 11: On the next blank line, enter the time at which the hearing will be held.

Washington D.C. Order Appointing Visitor Step 12: Indicate whether the hearing will be held during a.m. or p.m. hours by circling the appropriate label.

Washington D.C. Order Appointing Visitor Step 13: On the next blank line, enter the number of the courtroom in which the hearing will be held.

Washington D.C. Order Appointing Visitor Step 14: On the next blank line, enter the name of the judge who will be presiding over the hearing. The current presiding judge should sign the last blank line.

INSTRUCTIONS: WASHINGTON D.C. ORDER APPOINTING COUNSEL (SUBJECT OUTSIDE THE METROPOLITAN AREA)

The form discussed in this article is issued by a Washington D.C. court to appoint counsel for the subject of a probate case who resides outside the metropolitan area. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 1: Enter the name of the adult who is the subject of this case on the first blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 2: Enter the date on which the petition to appoint a counsel was filed on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 3: Enter the month in which the petition was filed on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 4: Enter the last two digits of the year in which the petition was filed on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 5: Enter the date on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 6: Enter the month on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 7: Enter the last two digits of the year on the next blank line.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 8: On the next blank line, enter the name of the person being appointed counsel.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 9: On the next blank line, enter the name of the subject.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 10: On the next blank line, enter the date on which counsel will represent the subject at a hearing.

Washington D.C. Order Appointing Counsel (Subject Outside The Metropolitan Area) Step 11: On the next blank line, enter the last two digits of the year in which this hearing will take place. Enter the date, courtroom number, name of the judge who will preside at the hearing and the presiding judge's signature on the last four blank lines.

INSTRUCTIONS: WASHINGTON D.C. WAIVER OF FILING INVENTORIES AND ACCOUNTS

The form discussed in this article is filed by the heir, legatee or personal representative of a Washington D.C. estate to waive the filing of inventories and accounts. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 1: Enter the name of the decedent whose estate is concerned on the first blank line. 

Washington D.C. Waiver Of Filing Inventories And Accounts Step 2: Check the first box if you are an heir or legatee waiving your right to require the filing of inventories and accounts with the court and enter your name on the blank line.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 3: Check the second box if you are the personal representative and the decedent's will waives the filing of inventories and accounts.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 4: On the next blank line, enter the date.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 5: On the next blank line, enter your signature.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 6: The bottom half of the page is only for the completion of supervised personal representatives. This portion of the form concerns certification of notification of appointment of the personal representative through the mail. On the first blank line, enter the date on which notice was mailed.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 7: On the next blank line, enter the month in which notice was mailed.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 8: On the next blank line, enter the last two digits of the year in which notice was mailed.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 9: On the next blank line, enter the value of the estate entered on this mailed notice.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 10: On the next blank line, enter the date.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 11: On the next blank line, your signature should enter their signature.

Washington D.C. Waiver Of Filing Inventories And Accounts Step 12: Enter your signature on the last blank line.

INSTRUCTIONS: WASHINGTON D.C. PETITION FOR A GENERAL PROCEEDING 

The form discussed in this article is used to petition for a general proceeding to appoint a Washington D.C. guardian or conservator or to enter a protective order. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Petition For A General Proceeding Step 1: Enter the name of the subject of the case on the first blank line.

Washington D.C. Petition For A General Proceeding Step 2: Place a check mark next to the first statement if petitioning for the appointment of a guardian for an incapacitated individual. If so, indicate with a check mark whether you are seeking a general or limited guardian for someone with a mental retardation or other incapacitation. Indicate which with a check mark.

Washington D.C. Petition For A General Proceeding Step 3: Place a check mark next to the next statement if petitioning for the appointment of a successor guardian. If so, indicate whether you are petitioning for the appointment of a general or limited successor guardian.

Washington D.C. Petition For A General Proceeding Step 4: Place a check mark next to the next statement if petitioning for the appointment of a conservator for a protected individual. If so, indicate whether you are petitioning for the appointment of a general or limited conservator.

Washington D.C. Petition For A General Proceeding Step 5: Place a check mark next to the next statement if petitioning for the entry or a protective order.

Washington D.C. Petition For A General Proceeding Step 6: On line 1a, enter your name.

Washington D.C. Petition For A General Proceeding Step 7: On line 1b, enter your address.

Washington D.C. Petition For A General Proceeding Step 8: On line 1c, enter your relationship to the subject.

Washington D.C. Petition For A General Proceeding Step 9: On line 2a, enter the name of the subject.

Washington D.C. Petition For A General Proceeding Step 10: On line 2b, enter the age of the subject.

Washington D.C. Petition For A General Proceeding Step 11: On line 2c, enter the address of the subject.

Washington D.C. Petition For A General Proceeding Step 12: On line 2d, enter the telephone number of the subject. Complete the rest of the form as instructed.

INSTRUCTIONS: WASHINGTON D.C. WAIVER OF PERSONAL REPRESENTATIVE'S BOND

The form discussed in this article is used by the creditor of a Washington D.C. estate with a claim of over $500 that has not been disbarred or been disqualified to waive protection of any bond filed by an estate personal representative. This form can also be used an adult heir or legatee of a Washington D.C. estate for the same purpose. This form is only for the completion of those filing in a case involving the estate of someone who died on or after January 1, 1981 but no later than June 30, 1995. Additionally, the form should be filed if there is no will waiving the requirement of a bond but you wish to waive this requirement. A version of this form that was updated in 2009 has also since been made available for public use. Both of these documents can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Waiver Of Personal Representative's Bond Step 1: Enter the name of the decedent whose estate is concerned on the first blank line.

Washington D.C. Waiver Of Personal Representative's Bond Step 2: Enter your name on the next blank line.

Washington D.C. Waiver Of Personal Representative's Bond Step 3: Check the first box if you are an adult heir or legatee.

Washington D.C. Waiver Of Personal Representative's Bond Step 4: If you checked the first blank box, enter the name of the decedent on the next blank line.

Washington D.C. Waiver Of Personal Representative's Bond Step 5: Check the second box if you are a creditor of the decedent whose claim in excess of $500 has been neither barred nor discharged.

Washington D.C. Waiver Of Personal Representative's Bond Step 6: On the next blank line, enter the name of the person who filed the petition for Letters of Administration.

Washington D.C. Waiver Of Personal Representative's Bond Step 7: On the next blank line, a witness should enter their signature.

Washington D.C. Waiver Of Personal Representative's Bond Step 8: On the next blank line, provide your signature.

Washington D.C. Waiver Of Personal Representative's Bond Step 9: On the next blank line, enter the date.

INSTRUCTIONS: WASHINGTON D.C. NOTICE OF PETITION FOR STANDARD PROBATE

The form discussed in this article is used to give notice of a petition filed for standard probate of the estate of someone who died on or after January 1, 1981 but no later than June 30, 1995. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Notice Of Petition For Standard Probate Step 1: On the first blank line, enter the name of the decedent whose estate is concerned.

Washington D.C. Notice Of Petition For Standard Probate Step 2: On the next blank line, enter the name of the person who filed a petition for standard probate. The remainder of this paragraph  states that the court will take the action petitioned for unless a complaint is filed in the court within 30 days of the first publication of notice. 

Washington D.C. Notice Of Petition For Standard Probate Step 3: The next paragraph states that the court will enter an order admitting a will to probate upon proof satisfactory to the court of due execution by affidavit of witnesses of the will. 

Washington D.C. Notice Of Petition For Standard Probate Step 4: On the next blank line, enter the date of first publication of notice of this petition.

Washington D.C. Notice Of Petition For Standard Probate Step 5: On the next two blank lines, detail the newspapers in which this petition was published.

Washington D.C. Notice Of Petition For Standard Probate Step 6: On the next blank line, enter your signature or that of your attorney.

Washington D.C. Notice Of Petition For Standard Probate Step 7: On the next blank line, enter your street address. A P.O. box number is not acceptable.

Washington D.C. Notice Of Petition For Standard Probate Step 8: On the next blank line, enter your city, state and zip code.

Washington D.C. Notice Of Petition For Standard Probate Step 9: On the next blank line, enter your telephone number, including the area code, or that of your attorney.

Washington D.C. Notice Of Petition For Standard Probate Step 10: The register of wills or the clerk of the probate division should enter their signature on the next blank line.

INSTRUCTIONS: WASHINGTON D.C. NOTICE OF INITIAL HEARING PURSUANT TO SUPERIOR COURT, PROBATE DIVISION RULE 325

The form discussed in this article is used to give notice of an initial hearing to the subject for whom a petition to appoint a guardian or conservator has been filed in Washington D.C. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 1: On the first blank line, enter the name of the adult who is the subject of the petition.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 2: Check the first statement if the petition is for appointment of a guardian for an incapacitated individual. If so, indicate with a check mark whether petitioning for the appointment of a general or limited guardian, and whether the individual is incapacitated because of mental retardation or because of other reasons.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 3: Check the next statement if the petition is for appointment of a successor guardian. If so, indicate whether the petition was for appointment of a general or limited successor guardian.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 4: Check the next statement if the petition is for appointment of a conservator of a protected individual. If so, indicate with a check mark whether the petition was for appointment of a general or limited conservator.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 5: Check the next statement if the petition is for appointment of a special conservator of a protected individual.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 6: Check the next statement if the petition is for entry of a protective order. If so, enter the name of the subject of the proceeding.

Washington D.C. Notice Of Initial Hearing Pursuant to Superior Court, Probate Division Rule 325 Step 7: Enter the date and time of the hearing scheduled where indicated, then enter your signature or that of your attorney, as well as your telephone number and address.

INSTRUCTIONS: WASHINGTON D.C. NOTICE OF INITIAL HEARING PURSUANT TO SUPERIOR COURT, PROBATE DIVISION RULE 325(b)

The form discussed in this article is given by a Washington D.C. court to the subject of a probate case concerning appointment of a guardian or a conservator to notify them of an initial hearing. This document can be obtained from the website maintained by the District of Columbia Courts system and is completed by the petitioner.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) 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 Counsel Step 2: On the next blank line, again enter the name of the adult who is the subject of the case.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 3: On the next blank line, enter the street address of the subject of the case.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 4: On the next blank line, enter the city, state and zip code of the subject of the case.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 5: On the next blank line, enter the date for which the hearing is scheduled.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 6: On the next blank line, enter the last two digits of the year in which the hearing will be held.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 7: On the next blank line, enter the time at which the hearing will be held.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 8: On the next blank line, enter "a" if the hearing will be held before noon or "p" if the hearing will be held at noon or later.

Washington D.C. Notice Of Initial Hearing Pursuant To Superior Court, Probate Division Rule 325(b) Step 9: On the last four blank lines, enter the signature of you or your attorney, your telephone number and your complete address.