INSTRUCTIONS: WASHINGTON D.C. RECEIPT (UPDATED OCTOBER 2009)
The form discussed in this article is used by someone to document receipt of assets from a Washington D.C. estate from the estate's personal representative, conservator, guardian or trustee. This document can be obtained from the website maintained by the District of Columbia Courts system.
Washington D.C. Receipt (Updated October 2009) Step 1: On the first blank line, enter the name of the minor, ward or decedent whose estate is concerned.
Washington D.C. Receipt (Updated October 2009) Step 2: On the next blank line, enter your name.
Washington D.C. Receipt (Updated October 2009) Step 3: On the next blank line, enter the name of the personal representative, guardian, conservator or trustee who transferred assets to you.
Washington D.C. Receipt (Updated October 2009) Step 4: Circle "personal representative" if this was the person transferred estate assets to you.
Washington D.C. Receipt (Updated October 2009) Step 5: Circle "conservator" if this is the person who transferred estate assets to you.
Washington D.C. Receipt (Updated October 2009) Step 6: Circle "guardian" if this is the person who transferred estate assets to you.
Washington D.C. Receipt (Updated October 2009) Step 7: Circle "trustee" if this is the person who transferred estate assets to you.
Washington D.C. Receipt (Updated October 2009) Step 8: On the next blank line, enter the value of the assets transferred.
Washington D.C. Receipt (Updated October 2009) Step 9: On the next blank line, describe the assets.
Washington D.C. Receipt (Updated October 2009) Step 10: On the next blank line, enter the type of account.
Washington D.C. Receipt (Updated October 2009) Step 11: On the next blank line, enter the date of transfer.
Washington D.C. Receipt (Updated October 2009) Step 12: On the next blank line, enter the last two digits of the year of transfer.
Washington D.C. Receipt (Updated October 2009) Step 13: On the next blank line, enter your signature.
Washington D.C. Receipt (Updated October 2009) Step 14: On the next two blank lines, enter your street address and city, state and zip code.
Washington D.C. Receipt (Updated October 2009) Step 15: On the next blank line, enter your phone number.
Washington D.C. Receipt (Updated October 2009) Step 16: On the next blank line, enter the date.