Report of Conservator of Person

According to Superior Court, Civil Division Rule 5(d), a Certificate regarding Discovery summarizing all discovery that has occurred to date must be filed as an attachment to (1) any motion regarding discovery, (2) any opposition to a dispositive motion based on the need for discovery, and (3) any motion to extend Scheduling Order dates.

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.

The following pleadings must be verified to be filed in the Probate Division:

1. All Petitions - SCR-PD 2(b) and 3
2. Complaints filed in Probate Matters - SCR-PD 107(a), and 208(a)
3. Accounts - DC Code 20-721
4. Inventories - DC Code 20-711
5. Guardian Reports - SCR-PD 328
6. Assignments - SCR-PD 120 and 420
7. Claims - DC Code 20-905(a)
8. Affidavits of Mailing and Non-Mailing in Standard Probate - SCR-PD 403(a)(8)
9. Any Affidavit - SCR-CIV 9
10. Verification and Certificate of Notice - SCR-PD 403(b)(3)

No. According to Superior Court, Civil Division Rule 5(d), the requesting party must retain the original discovery material or, in the case of depositions, make arrangements for the reporter to retain original and unaltered transcripts made at the party’s request. These materials must be retained until the case is concluded, the time for noting an appeal or petitioning for a writ of certiorari has expired, and any such appeal or petition has been decided.

A funeral bill must be submitted because it's a reimbursable expense of administration. The person who paid the bill may receive a refund of some or all of that payment from the assets of the estate.

The beneficiary of an insurance policy is entitled to keep the proceeds of the policy and is not obligated to spend the money on the decedent’s funeral. Because the law allows repayment of the first $1,500.00 of funeral expenses as a priority distribution, the insurance beneficiary is entitled to be repaid for up to $1,500.00 of funeral costs.

No. The final order issued by the Court will specifically identify the assets, authorize release to the personal representative, and direct how distribution is to be made.

Depending on the circumstances, a final order generally issues within 120 days of the filing of a Petition for Administration of Small Estate. If publication is not required and sufficient documentation is filed to verify the amount of the assets of the estate, a final order generally issues within two weeks.

The law requires publication to notify potential creditors when the estate’s assets (real estate and personal property) exceed $1,500.00. However, publication is not required if the heir is the decedent’s spouse or a minor child (under the age of 18) or if the heir is the decedent’s adult child and the estate’s assets are under $11,500.00.