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Fees - How do I prepare a petition requesting compensation?

There is no form for this pleading for most requests for compensation due to the specific requirements that pertain to the role of the petitioner. However, there is a Petition for Compensation of Visitor or Examiner, and detailed information about what needs to be contained in a petition requesting compensation is in included in Superior Court, Probate DivisionRule 308.

Fees - What are the potential sources of payment of fees?

The estate assets, if sufficient, or the Guardianship Fund, if the ward’s assets would otherwise be depleted. In rare cases, the Court has awarded fees from a third-party petitioner when a petitioner has failed to follow through after filing an intervention petition.

Henok Araya v. Aida Keleta and Frances Hom, 24 A.2d 665; 2011 DC App. LEXIS 466; 09-PR-1561, DCC.A., 7-14-11 (2009 INT 261)

Fees - Does a petition for compensation need to be filed when an attorney is retained by a petitioner and paid from the petitioner’s funds?

No. If an attorney is retained by a petitioner and the petitioner pays the attorney with petitioner’s own funds, no petition for compensation is necessary.

In re Grealis, In re Irma Sams, In re Mary Nazarczuk, 902 A.2d 821; 2006 DC App. LEXIS 414, 03-PR-963, 03-PR-965, 04-PR-169, DCC.A., 7-13-06 (2002 INT 359, 2002 INT 225, 1999 INT 205)

Fees - Do I file a petition for turnover commission?

No. A petition for turnover commission is not ordinarily required. Note the following exceptions: (1) If the guardianship terminates because of the guardian’s death, resignation, or incapacity, a statement of services shall be filed in support of the turnover commission claims. (2) If within three years of the guardian’s appointment, a guardianship terminates because of the minor’s death or attainment of the age of majority, and if the assets to be turned over exceed $100,000.00, the guardian shall file a statement of service in support of the turnover commission claimed or apply for a waiver of the statement of services by filing a written request with the Court. Note that pursuant to Superior Court, Probate Division Rule 225(h), the Court may, at any time, require a statement of services to determine an appropriate commission in any particular case.

Fees - Must a petition for compensation be served on other parties before it can be filed with the court?

Yes, pursuant to Superior Court, Probate Division Rule 308(c)(4), a petition for compensation may not be filed with the court unless it has been served at least twenty (20) calendar days prior to the filing of the petition. The petition shall be accompanied by a certificate of service showing compliance with the requirement.

Fees - What does it mean for an estate to be depleted for purpose of payment from the Guardianship Fund?

DC Code, sec. 21-2060, as amended in October 2008, provides a presumption of depletion when the person or ward:Qualifies for federal SSI under Title XVI of the Social Security Act Qualifies for Medicaid or Medicaid expansion programs as allowed by federal, state, or local programs Qualifies for other means-tested public assistance programs as allowed by federal, state, or localrequirements including Temporary Assistance for Needy Families, Interim Disability AssistFood Stamps, and DC Healthcare Alliance Qualifies for federal disability benefitsH as been found to be unable to pay for habitation, care, or legal services by any branch of the Superior Court of the District of Columbia I f none of the above, the person or ward may establish by affidavit or other proof satisfactory to the Court the inability to pay any costs without substantial financial hardship to himself or herself or his or her family

Additional guidance is provided in the case annotations to the statutory provision. See In re Lizzie Mitchell, 121 WLR 541 (Super. Ct. 1993).