File a motion for an extension of time to comply with the audit requirements and a proposed order, stating the reason why an extension is requested with the Auditing Branch.

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 (with Schedules A – L), (2) Financial Account Information (Form 27) (for confidential information under SCR-PD 5.1), (3) bank statements, and (4) canceled checks, receipts, or vouchers in support of all transactions.

No. If the person died without a will, you may still file a petition for probate to open an estate and indicate on the petition that the person died intestate (which means "without a will"). If the person died with a will, the will must be filed either before or with the documents needed to open an estate.

Yes. The law requires that a will be filed within 90 days after the death of the testator (i.e., the person who executed or signed the will).

No. The original will must be filed with the Probate Division of the Superior Court of the District of Columbia.

No. A will may be filed only after the death of the person who signed the will.

If there is a will, the person nominated in the will has priority to serve. A surviving spouse is next; then children or the residuary legatees. Consult DC Code, sec. 20-303 for the order of priority to serve as personal representative.

1. The rules are available on the Probate homepage.
2. The law is contained in DC Code, Title 21 and is available online on the Council of the District of Columbia’s website.
 

An estate proceeding is opened in the name that the decedent used to sign a will if there is one. Any other version of the decedent’s name typed in the will is listed as an "aka." If there is no will and the decedent owned assets in different names during his or her life, the name used most often should be first, and other versions can be listed as "aka’s." For example, John Howard signed his will John Q. Howard, but both versions of his name are included in his will. The estate is opened as "John Q. Howard aka John Howard."