Accounts are prepared using the court-prescribed form Statement of Account. Alternatively, contact the Duty Auditor at 202-879-9447, and the form will be mailed to you. The form must be machine printed or typewritten.

It's the Financial Account Information form that a guardian is required to file with the account and includes such information as the name on an account, the name and address of the bank or financial institution, and the account number. The form is maintained under seal and is available only to authorized Court personnel unless otherwise included in the public record.

Submit a copy of the foreign subpoena, a completed Probate Division PBM subpoena form, and a $10.00 fee for each subpoena requested to the Probate Clerk’s Office in the Probate Division on the third floor at 515 5th Street, NW, Washington, DC. The names, addresses, and telephone numbers of all counsel of record and of all parties not represented by counsel must be included either in the foreign subpoena or on the second page of the PBM subpoena form.

One contests a will by filing a verified complaint to contest the will within 6 months after the first date of publication of the Notice of Appointment, Notice to Creditors, and Notice to Unknown Heirs. Find the the procedure for contesting a will in Superior Court, Probate Division Rule 407.

File a written statement signed by the distributee listing, specifically, the monetary amount of the final distribution received by the distributee.

When a guardian is appointed by the Court, letters of guardianship will be issued. After appointment, the guardian should take the letters and the order of appointment to a bank and open an account that contains only the funds of the minor and is titled something like "Estate of Minor Child, Name of Guardian." If possible, that account should be an account that returns cancelled checks or images of cancelled checks. Many banks no longer issue or return cancelled checks.

Accountings do not have to be sent to parents or custodians. However, a parent or custodian can ask the Court to be allowed to participate as a party by filing a Petition for Permission To Participate. If the Court grants the request, the parent or custodian then has the right to receive copies of all documents that are filed.

Generally, an account is audited within thirty (30) to forty-five (45) days. However, if after forty-five (45) days, no initial audit notice is received, please contact the Auditing Branch Manager at 202-879-9429.

The forms needed are: (1) Account; (2) Schedules A – L; (3) Schedule K-1 for interim accounts, (4) Financial Account Information (Form 27) (for confidential information under Superior Court, Probate Division Rule 5.1); (5) copies of bank statements; and (6) copies of canceled checks, receipts, or vouchers in support of all transactions. Sometimes, the original bank statements or canceled checks may be requested during the account audit. The Account, Schedules A - L, and Financial Account Information (Form 27) can be found on the Probate Division website.

There is a $25 fee for filing an Objection (Exception) to Account or Inventory in an intervention proceeding.