INSTRUCTIONS: WASHINGTON D.C. PETITION FOR RELEASE OF FUNDS HELD IN THE ESTATE DEPOSIT ACCOUNT

The form discussed in this article is filed by the personal representative of a Washington D.C. estate to petition for the release of funds held in the estate deposit account. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 1: On the first blank line, enter the name of the deceased person.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 2: On line 1, enter your name.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 3: On line 2, enter the name of the deceased adult ward whose estate you are administrating.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 4: On line 3, enter the amount of the funds deposited into the estate deposit account.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 5: On the next blank line, your attorney should provide their signature.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 6: On the next blank line, type the name of your attorney.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 7: On the next blank line, enter the street address of your attorney.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 8: On the next blank line, enter the city, state and zip code of your attorney.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 9: On the next blank line, enter the telephone number of your attorney.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 10: On the next blank line, enter the Unified Bar number of your attorney. Providing their email address below is optional.

Washington D.C. Petition For Release Of Funds Held In The Estate Deposit Account Step 11: Enter your signature, type your name, and provide your address and telephone number on the last five blank lines.

INSTRUCTIONS: WASHINGTON D.C. INVENTORY REPORT

The form discussed in this article is filed by a Washington D.C. guardian, conservator, committee, trustee or receiver for inventory purposes. This document can be obtained from the website maintained by the Washington D.C. court system. 

Washington D.C. Inventory Report Step 1: On the first blank line under "Inventory Report," enter your name.

Washington D.C. Inventory Report Step 2: Indicate your position by crossing out all inapplicable positions listed.

Washington D.C. Inventory Report Step 3: On the next blank line, enter the date on which you were appointed to this position.

Washington D.C. Inventory Report Step 4: On the next blank line, enter the month in which you were appointed to this position.

Washington D.C. Inventory Report Step 5: On the next blank line, enter the year in which you were appointed to this position.

Washington D.C. Inventory Report Step 6: The first table provided is for documentation of real estate. Enter the location and description of each item in the first column, its assessed value in the second column, encumbrances and mortgages in the third column, and the market value in the fourth column. Provide the total of the second, third and fourth columns at the bottom of the table. 

Washington D.C. Inventory Report Step 7: The next table provided is for documentation of bank deposits and other money. Enter the last four digits of each account number in the first column, the amount in each account in the second column, the name of the depository in the third column and the name registered on the account in the fourth column. 

Washington D.C. Inventory Report Step 8: The next table provided is for documentation of notes secured by mortgage or deed of trust on real estate. Enter the location and a description of each piece of property in the first column, the balance due in the second column, the interest rate in the third column, the maker's name and the name of the present payor in the fourth column, the maturity in the fifth column and the terms of repayment in the last column.

Washington D.C. Inventory Report Step 9: The next section concerns documentation of stocks.

Washington D.C. Inventory Report Step 10: Complete the rest of the form as instructed.

INSTRUCTIONS: COLORADO INSTRUCTIONS FOR CLOSING AN ESTATE INFORMALLY (Form JDF 959)

The form discussed in this article is an information document to aid those in the process of informally closing a Colorado estate. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 1: The first paragraph states that this document is for information purposes only and does not constitute legal advice.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 2: The next section contains general information about the process of informally closing an estate.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 3: The next section defines some common terms it is necessary to understand in order to informally close an estate. Those unable to understand these terms should contact a lawyer.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 4: The next section concerns filing fees which may be applicable in the process of informally closing an estate if completing either a Certification of Orders and Letters or Copy of Documents.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 5: The next section lists the forms that may be necessary to complete, including the Statement of Personal Representative Closing Administration (form JDF 965), the Decedent's Estate Inventory (form JDF 941), and the Interim/Final Accounting (form JDF 942).

Colorado Instructions For Closing An Estate Informally JDF 959 Step 6: The rest of the form outlines the steps of the process of closing an estate informally. Step 1 is to ensure that the Information of Appointment (form JDF 940) has been completed. Other non-mandatory documents are discussed in this section as well. This section also contains information about obtaining these forms from the website maintained by the Colorado Judicial Branch.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 7: Step 2 discusses the process of completing these forms, including the Statement of Personal Representative Closing Administration.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 8: Step 3 discusses the process of filing all applicable forms with the court.

Colorado Instructions For Closing An Estate Informally JDF 959 Step 9: Step 4 states that the estate will be closed one year after filing the Statement of Personal Representative Closing Administration.

INSTRUCTIONS: COLORADO WITHDRAWAL OR SATISFACTION OF CLAIM AND RELEASE (Form JDF 727)

The form discussed in this article is filed by a Colorado claimant in a probate case to withdraw their claim or acknowledge that it has been satisfied. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 1: In the first box, indicate with a check mark whether you are filing in district court or Denver Probate Court.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 2: On the first blank line, enter the county in which the court is located.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 3: On the next blank line, enter the court address.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 4: In the second box, indicate with a check mark whether the case is "in the interests of" or concerns an estate. Enter the name of the party whose interest or estate is concerned.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 5: In the third box, enter the name and address of your attorney, as well as their phone number, email address, fax number and attorney registration number. If not represented by a lawyer, enter your name, address, phone number, fax number and email address.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 6: In the fourth box, enter the case number, division and courtroom.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 7: On the next blank line, enter your name.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 8: Check the next box if withdrawing your claim.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 9: Check the next box if acknowledging that your claim has been satisfied.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 10: In the table provided, enter the date on which obligation was incurred in the first column, the type of each claim in the second column, and the amount of each claim in the third column.

Colorado Withdrawal Or Satisfaction Of Claim And Release JDF 727 Step 11: Enter the date and your signature on the last two blank lines. 

INSTRUCTIONS: COLORADO VISITOR'S REPORT (Form JDF 810)

The form discussed in this article is filed by a court-appointed visitor during the investigation of a Colorado guardianship or conservatorship. This form can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Visitor's Report JDF 810 Step 1: Indicate with a check mark whether you are filing in district court or Denver Probate Court with a check mark, as well as entering the county in which the court is located and its address.

Colorado Visitor's Report JDF 810 Step 2: In the second box, enter the name of the respondent.

Colorado Visitor's Report JDF 810 Step 3: In the third box, enter your name and address, phone number, email address, fax number and attorney registration number.

Colorado Visitor's Report JDF 810 Step 4: In the fourth box, enter the case number, division and courtroom.

Colorado Visitor's Report JDF 810 Step 5: Indicate with a check mark whether this concerns a guardianship, conservatorship or combined guardianship and conservatorship.

Colorado Visitor's Report JDF 810 Step 6: On the next blank line, enter your name.

Colorado Visitor's Report JDF 810 Step 7: Indicate with a check mark whether this report is filed concerning a guardianship or conservatorship.

Colorado Visitor's Report JDF 810 Step 8: On line A, indicate with a check mark whether a lawyer should be appointed for the respondent. If yes, indicate with a check mark whether the respondent requested or a lawyer or one should be appointed for another reason. If the latter specify.

Colorado Visitor's Report JDF 810 Step 9: On line B, indicate with a check mark whether a guardian ad litem should be appointed to represent the respondent's best reasons and enter the reason why.

Colorado Visitor's Report JDF 810 Step 10: On line C, indicate with a check mark whether a professional evaluator should be appointed to examine the respondent and prepare an evaluation. If yes, indicate with a check mark if this is because the respondent has requested a professional evaluator or if there is another reason. If the latter, explain.

Colorado Visitor's Report JDF 810 Step 11: On line D, indicate with a check mark whether you believe the type of proposed guardianship is appropriate. Enter any suggested limitations on the guardian's powers or duties if applicable.

Colorado Visitor's Report JDF 810 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: COLORADO ORDER APPOINTING CONSERVATOR FOR ADULT (Form JDF 878)

The form discussed in this article is issued by a Colorado court to appoint a conservator for an adult. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Order Appointing Conservator For Adult JDF 878 Step 1: Indicate with a check mark whether you are filing in district court or Denver Probate Court, as well as entering the county in which the court is located and its address.

Colorado Order Appointing Conservator For Adult JDF 878 Step 2: In the second box, enter the name of the protected person.

Colorado Order Appointing Conservator For Adult JDF 878 Step 3: In the third box, enter the case number, division and courtroom.

Colorado Order Appointing Conservator For Adult JDF 878 Step 4: On the next blank line, enter the date on which the hearing was conducted.

Colorado Order Appointing Conservator For Adult JDF 878 Step 5: Check the first box if the protected person is unable to manage property and business affairs.

Colorado Order Appointing Conservator For Adult JDF 878 Step 6: Check the second box if the protected person is missing, detained or unable to return to the United States.

Colorado Order Appointing Conservator For Adult JDF 878 Step 7: Check the third box if the protected person has property that will be wasted or dissipated unless proper management is provided.

Colorado Order Appointing Conservator For Adult JDF 878 Step 8: Check the fourth box if the protected person or persons entitled to their support require money for support, care, education, health and welfare and protection is necessary to obtain this money.

Colorado Order Appointing Conservator For Adult JDF 878 Step 9: At the top of the second page, enter the name of the conservator, as well as their street address, mailing address (if different), city, state, zip code, home phone number, email address and work phone number.

Colorado Order Appointing Conservator For Adult JDF 878 Step 10: Check the first box if the powers and duties of the conservator are unrestricted.

Colorado Order Appointing Conservator For Adult JDF 878 Step 11: Check the second box if the conservator's powers and duties are restricted and detail how.

Colorado Order Appointing Conservator For Adult JDF 878 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: COLORADO ORDER FOR INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE (Form JDF 913)

The form discussed in this article is issued by a Colorado court to order the informal probate of a will and to informally appoint a personal representative for the estate. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 1: In the first box, indicate with a check mark whether you are filing in district court or Denver Probate Court. Additionally, provide the county in which the court is located and its address.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 2: In the second box, enter the name of the decedent whose estate is concerned.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 3: In the third box, enter the case number, division and courtroom.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 4: On the next blank line, enter the name of the applicant.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 5: On the next blank line, enter the date on which the application was submitted.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 6: On line 2, enter the date of death.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 7: On line 3, enter the city, county and state in which the decedent resided or was domiciled at the time of death.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 8: On line 7, enter the date of the will as well as of any codicils.

Colorado Order For Informal Probate Of Will And Informal Appointment Of Personal Representative JDF 913 Step 9: On line 8, enter the name, street address, mailing address (if different), city, state, zip code, home phone number, email address and work phone number of the person being appointed as personal representative. The registrar should date and sign the form where indicated.

INSTRUCTIONS: COLORADO DECEDENT'S ESTATE INVENTORY (Form JDF 941)

The form discussed in this article is filed by the personal representative of a Colorado estate as an inventory. This document can be obtained from the website maintained by the Colorado Judicial Branch.

Colorado Decedent's Estate Inventory JDF 941 Step 1: Check the first box if filing in district court.

Colorado Decedent's Estate Inventory JDF 941 Step 2: Check the second box if filing in Denver Probate Court.

Colorado Decedent's Estate Inventory JDF 941 Step 3: On the first blank line, enter the name of the county in which the court is located.

Colorado Decedent's Estate Inventory JDF 941 Step 4: Where indicated, enter the court address.

Colorado Decedent's Estate Inventory JDF 941 Step 5: In the second box, enter the name of the decedent whose estate is concerned.

Colorado Decedent's Estate Inventory JDF 941 Step 6: In the third box, enter the name and address of your attorney, as well as their phone number, fax number, email address and attorney registration number. If you are not represented by a lawyer, instead provide your name, address, telephone number, fax number and email address.

Colorado Decedent's Estate Inventory JDF 941 Step 7: In the fourth box, enter the case number, division and courtroom.

Colorado Decedent's Estate Inventory JDF 941 Step 8: To complete the inventory summary on the first page, first complete the rest of the form. Schedule 1 on the second page requires you to detail real estate property. Enter each piece of property's address in the first column, the type of property in the second column and its estimated value in the third column.

Colorado Decedent's Estate Inventory JDF 941 Step 9: Schedule 2 requires you to detail stocks, bonds, mutual funds, securities and investment accounts. Enter the type of asset in the first column, the number of shares or the last four digits of the account number in the second column, and the value of each account in the third column.

Colorado Decedent's Estate Inventory JDF 941 Step 10: Schedule 3 requires you to document mortgages, notes and cash as instructed. Enter the type of asset in the first column, the type of account in the second column, the last four digits of the account number in the third column, and the balance of each asset in the fourth column. Complete the rest of the form as instructed.