In Washington, DC, the process of administering a small estate, specifically defined as having a gross value of $40,000 or less, is facilitated through the completion and filing of a specific document known as the Small Estate (SEB) form. This form serves as a crucial starting point for individuals looking to navigate the complexities associated with settling a deceased person's estate, which does not exceed the stipulated monetary threshold. The Office of the Register of Wills, Probate Division, located on 515 5th Street NW, plays a pivotal role in this process, offering the necessary forms and guidance through its online platform. Specifically designed to streamline the administration of small estates post-April 26, 2001, this procedural approach encompasses the appointment of a personal representative, satisfying claims against the estate, and ultimately, the distribution of the estate's assets. A notable aspect of this process is the potential requirement for public notice, varying based on the decedent's survivors and asset valuation, further underscoring the meticulous nature of legally transferring ownership of assets. Additionally, the role of the personal representative is diligently outlined, emphasizing their responsibilities towards asset collection, debt settlement, and precise record-keeping, culminating in the estate's closure through a court-issued final order. Remarkably, compensation for individuals acting as personal representatives in small estate cases is not customary, with specific provisions for attorney fees capped under DC Code. The discovery of after-the-fact assets prompts a reopening of the case, highlighting the dynamic nature of estate administration. A comprehensive checklist delineates prerequisites for filing, including petition forms, identification of heirs, asset verification, and associated court costs, thereby providing a structured pathway for those embarking on this legal undertaking.
| Question | Answer |
|---|---|
| Form Name | Seb Dc Form |
| Form Length | 22 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 5 min 30 sec |
| Other names | gov aud dccourts, small estate dc, aud probate dccourts, estate seb |
FILING FOR THE
ADMINISTRATION OF A
SMALL ESTATE (SEB)
IN THE DISTRICT OF COLUMBIA
(VALUED AT $40,000 OR LESS)
Office of the Register of Wills, Probate Division
515 5th Street, NW, Third Floor
Washington, DC 20001
All attached forms and documents are available through the division’s website:
http:/ / www.dccourts.gov/ internet/ public/ aud_probate/ small.jsf
May 2015
Pr oba t e D iv ision
When a per son dies aft er Apr il 26, 2001, w it h asset s hav ing a gr oss v alue of $ 40,000 . 00 or less,* a sm all est at e pr oceeding m ay be opened t o appoint a per sonal r epr esent at iv e, pay claim s, and m ak e dist r ibut ion of est at e asset s.
Mor e infor m at ion and t he for m s r equir ed t o open a sm all est at e can be found at
ht t p: / / w w w . dccour t s. gov / int er net / public/ aud_ probat e/ sm all. j sf
* I f t he decedent died bet w een Januar y 1, 1981, and June 30, 1995, t he value of t he est at e cannot exceed $ 10,000 . 00 . I f t he decedent died bet w een July 1, 1995, and Apr il 26, 2001, t he value of t he est at e cannot exceed $ 15,000 . 00 .
FI LI N G TH E PETI TI ON |
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The Pet it ion |
for Adm inist r at ion of a Sm all Est at e should be com plet ed pr ior |
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t o seeing a |
sm all |
est at e specialist . The |
sm all est at e |
specialist w ill |
t hen |
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r ev iew t he pet it ion |
t o m ak e sur e t hat it |
com plies |
w it h |
t he law and w ill, if |
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necessar y , assist w it h any cor r ect ions necessar y |
for it s com plet ion . |
The |
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specialist w ill |
also |
det er m ine w het her sufficient |
docum ent s |
v er ify ing |
t he |
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asset s and/ or |
liabilit ies hav e been supplied, w het her fur t her |
infor m at ion is |
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needed befor e t he Cour t can act on t he pet it ion, and w het her publicat ion is r equir ed.
Aft er t he pet it ion is accept ed for filing, t he sm all est at e specialist w ill
pr epar e an or der for t he j udge’s signat ur e. I n m ost cases, t he or der w ill appoint a per sonal r epr esent at iv e. The or der m ay be a pr elim inar y one,
dir ect ing publicat ion against cr edit or s or t hat t he per sonal r epr esent at iv e file a Ver ificat ion of Asset s, or it m ay be a final or der in w hich t he Cour t decides w ho is ent it led t o r eceiv e m onies fr om t he est at e and w hat am ount s each indiv idual w ill r eceiv e.
Publicat ion is som et im es r equir ed in a sm all est at e. Publicat ion m ay be
r equir ed if ( 1) t he decedent is sur v iv ed by adult childr en and t he asset s ar e v alued at ov er $ 11, 550 . 00, ( 2) t he decedent is sur v iv ed by heir s w ho ar e not childr en and t he asset s ar e v alued at ov er $ 1,515 . 00, or ( 3) t he decedent ow ned r eal est at e in anot her j ur isdict ion . I f publicat ion is r equir ed by t he Cour t ’s or der , t he Pr obat e Div ision w ill send t he Not ice of
Appoint m ent , Not ice t o Cr edit or s and Not ice t o Unk now n Heir s for m t o a new spaper of gener al cir culat ion select ed by t he per sonal r epr esent at iv e. The cost of publicat ion is det er m ined by t he cur r ent r at es char ged by t he publisher . The not ice st at es t hat t he est at e is being adm inist er ed as a sm all est at e, announces t he nam e of t he per sonal r epr esent at iv e, and giv es
cr edit or s and unk now n heir s 30 day s t o file claim s against t he est at e or t o obj ect t o t he appoint m ent of a per sonal r epr esent at iv e. The not ice is
May 2015
published only once. The not ice is m ailed t o all int er est ed per sons and t o k now n cr edit or s by r egist er ed or cer t ified m ail, r et ur n r eceipt r equest ed. The per sonal r epr esent at iv e m ust m ake diligent effor t s t o locat e each
cr edit or . Aft er t he publicat ion occur s and pay m ent is m ade, t he new spaper w ill issue a pr oof of publicat ion, w hich is filed w it h t he sm all est at e specialist in t he Legal Br anch of t he Pr obat e Div ision .
ROLE AN D D UTI ES OF TH E PERSON AL REPRESEN TATI V E
The per sonal r epr esent at iv e has an im por t ant r ole and is r esponsible for ensur ing t hat all asset s ar e collect ed, all debt s ar e paid, and dist r ibut ions of est at e asset s ar e m ade in accor dance w it h t he or der of t he Cour t . Ver y oft en, t he per son appoint ed by t he Court is one of t he closest liv ing r elat iv es
of |
t he decedent . The decedent 's asset s m ust be held separ at ely fr om |
t hose |
of |
t he per sonal r epr esent at iv e, and t he per sonal r epr esent at iv e m ust |
k eep |
accur at e r ecor ds of all est at e ex penses and pay m ent s. |
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CLOSI N G TH E ESTATE
A final or der signed by t he Cour t w ill close t he est at e. The or der giv es
dir ect ions t o t he per sonal r epr esent at iv e concer ning t he collect ion of est at e pr oper t y , t he pay m ent of debt s, and t he dist r ibut ion of t he r em aining est at e asset s t o heir s or legat ees.
COM PEN SATI ON
Per sons, including at t or ney s, appoint ed t o be per sonal r epr esent at iv es in sm all est at es ar e not ent it led t o be paid a com m ission for act ing as per sonal r epr esent at iv es. At t or ney s for per sonal r epr esent at iv es in sm all est at es can r eceiv e up t o $ 1,000 . 00 as a pr ior it y pay m ent under D. C. Code, sec. 20 - 906( a) ( 3) depending on t he size of t he est at e and ot her pr ior it y pay m ent s.
AFTER- D I SCOV ERED ASSETS
I f asset s ar e discov er ed aft er a Final Or der has issued, a pet it ion for adm inist rat ion of a sm all est at e, m ar k ed “ Re- Open” should be filed.
I TEM S N EED ED TO OPEN A SM ALL ESTATE ( Ch e ck list )
Pet it ion for Adm inist r at ion of a Sm all Est at e Decedent ’s w ill ( if any ) and Cer t ificat e of Filing Will Phot o ident ificat ion w it h signat ur e fr om t he pet it ioner ( s) Dat e and place of deat h v er ified by a deat h cer t ificat e Funer al bill( s) and r eceipt s
Wr it t en v er ificat ion of asset s, including, but not lim it ed t o:
____ Real est at e ( any w her e) , including t ax assessed v alue for
t he fiscal y ear in w hich t he decedent died
May 2015
____ Cur r ent financial st at em ent ( s) for bank and cr edit union
account s and secur it ies
____ Aut om obile t it le ( pr efer able) or r egist r at ion car d and
w r it t en confir m at ion of t he v alue of t he v ehicle. A quot e fr om an on - line sour ce as t o t r ade- in v alue is accept able.
____ St at em ent show ing v alue of st ock s and/ or bonds
____ Uncashed check s of t he decedent
____ Let t er fr om Unclaim ed Pr oper t y ( if any ) w it h v alue st at ed.
____ Let t er fr om insur ance com pany st at ing v alue of insur ance
pr oceeds/ deat h benefit s pay able t o t he est at e.
____ Let t er fr om nur sing hom e facilit y st at ing v alue of r esident
funds pay able t o t he est at e.
____ Not ar ized affidav it concer ning per sonal effect s of v alue
ow ned solely by t he decedent , if any . The affidav it m ust specifically ident ify t he it em ( s) and st at e t he v alue of t he it em ( s) w it h a t ot al v alue of ever y t hing. ( NOTE: Does not include clot hing. )
Nam es and addr esses of heir s- at - law / nex t of k in and legat ees nam ed in w ill ( if any ) . See Page 2 of t he pet it ion for fur t her inst r uct ions.
Per sonal I dent ificat ion I nfor m at ion For m ( For m 26)
Financial Account I nfor m at ion For m ( For m 27) ( if necessar y )
Cour t Cost s: Check or m oney or der pay able t o “ Regist er of Wills” or cash ( please br ing ex act am ount ) . The cost depends on t he v alue of t he asset s:
$ . 01 - $ 499 . 99 |
no cost |
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$ 500 . 00 |
- $ 2,500 . 00 |
$ 15 . 00 |
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$ 2,500 . 01 - $ 15,000 . 00 |
$ 50 . 00 |
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$ 15,000 . 01 |
- $ 25, 000 . 00 |
$ 100 . 00 |
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$ 25,000 . 01 |
- $ 40, 000 . 00 |
$ 150 . 00 |
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Not ice of Appoint m ent , Not ice t o Cr edit or s and Not ice t o Unk now n Heir s ( t y ped) and Publicat ion Cost s ( if applicable) : Check or m oney or der pay able t o t he new spaper com pany of y our choice.
St at em ent of Claim s ( if Not ice of Appoint m ent is r equir ed)
For pr elim inar y quest ions, please call
Pr obat e Div ision, 202 - 879 - 9460, ext ension 4, or use t he Pr obat e
Div ision Liv e Chat , locat ed at
ht t p: / / w w w . dccour t s. gov / int er net / public/ aud_ pr obat e/ sm all. j sf
May 2015
FORM S
This pack et includes t he follow ing for m s, w hich ar e gener ally needed t o open a sm all est at e case:
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Pet it ion for Adm inist r at ion of Sm all Est at e |
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Per sonal I dent ificat ion I nfor m at ion For m ( For m 26) |
•Financial Account I nfor m at ion For m ( For m 27)
•Cer t ificat e of Filing Will
•Not ice of Appoint m ent , Not ice t o Cr edit or s and Not ice t o Unk now n Heir s
•St at em ent of Claim s
•Renunciat ion
•Ver ificat ion of Asset s
Ot her for m s t hat m ay be filed in a sm all est at e case ar e av ailable on t he Pr obat e Div ision w ebsit e at
ht t p: / / w w w . dccour t s. gov / int er net / public/ aud_ pr obat e/ m ain . j sf
May 2015
GEN ERAL I N STRUCTI ON S FOR COM PLETI N G A
PETI TI ON FOR AD M I N I STRATI ON OF SM ALL ESTATE
Answ er t he follow ing quest ions, “ y es” or “ no. ”
1 . |
Hav e y ou filed w it h t he Pr obat e Div ision a declar at ion in w r it ing |
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r enouncing t he r ight t o adm inist er ? |
2 . |
Ar e y ou under t he age of 18? |
3 . |
Do y ou hav e a m ent al illness as defined in D. C. Code, sec. 21 - 501 or |
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ar e y ou under conser v at or ship or guar dianship as defined in sec. 21 - |
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2011? |
4 . |
Hav e y ou been conv ict ed and not par doned on t he basis of innocence |
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of a felony in t he Dist r ict of Colum bia or of an offense in any ot her |
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j ur isdict ion w hich, if com m it t ed in t he Dist r ict of Colum bia, w ould be a |
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felony and has t he sent ence im posed for such conv ict ion eit her not |
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ex pir ed or ex pir ed w it hin t he past t en y ear s? |
5 . |
Ar e y ou an alien w ho has not been law fully adm it t ed for per m anent |
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r esidence? |
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a. I f y es, do y ou hav e a gr een car d? |
6 . |
Ar e y ou a j udge of any cour t est ablished under t he law s of t he Unit ed |
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St at es or ar e y ou an em ploy ee of t he Super ior Cour t of t he Dist r ict of |
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Colum bia, t he Dist r ict of Colum bia Cour t of Appeals or t he Dist r ict of |
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Colum bia Cour t Sy st em ? |
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a. I f y es, ar e y ou t he sur v iv ing spouse of t he decedent or r elat ed t o |
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t he decedent w it hin t he t hir d degr ee? |
7 . |
Ar e y ou a nonr esident of t he Dist r ict of Colum bia? |
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a. I f y es, y ou m ust file w it h t he Pr obat e Div ision an ir r ev ocable pow er |
of at t or ney designat ing t he Regist er of Wills as t he per son upon w hom all not ices and pr ocess m ay be ser v ed . ( See “ Pow er of At t or ney ” , page 4 . )
I f y ou a n sw e r e d “y e s” t o a n y of t h e se qu e st ion s e x ce pt 5 a , 6 a a n d 7 a , do n ot com ple t e t h is pe t it ion .
May 2015
PAGE ON E
On t he line w hich st ar t s “ Est at e of,” ent er t he nam e of t he decedent as it is signed on any w ill an d / or as it is show n on t he asset s w hich ar e t he subj ect of t he sm all est at e pr oceeding.
On t he line w hich st ar t s “ ____ SEB____ ,” do not inser t any t hing. The Pr obat e
Div ision w ill pr ov ide t he case num ber .
On t he line w hich st ar t s “ Nam e,” inser t y our nam e, age, and com plet e addr ess, including zip code.
Pa r a gr a ph On e . On line one, inser t t he nam e of t he decedent and st at e t he decedent ’s dom icile, i. e. , w her e he/ she paid t ax es or v ot ed, t he place t hat he/ she consider ed t o be hom e or ot her w ise m aint ained legal r esidence. Line t w o – st at e t he com plet e addr ess of t he decedent at t he t im e of deat h including zip code and w her e t he decedent died.
Pa r a gr a ph Tw o . St at e t he r eason t hat y ou are ent it led t o be appoint ed per sonal r epr esent at iv e of t he decedent ’s est at e. The D. C. Code set s for t h t he pr ior it y for appoint m ent of a per sonal r epr esent at iv e as follow s. I f y ou ar e not t he per son w it h t he highest pr ior it y in t he list below , consult a sm all est at e specialist befor e pr oceeding ( t elephone no. 202 - 879 - 9448) .
1 . |
The per sonal r epr esent at iv e nam ed in t he decedent ’s w ill ( if any ) |
2 . |
The sur v iv ing spouse, r egist er ed dom est ic par t ner , or childr en of |
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t he int est at e decedent ( t hat is, t he per son w ho died w it hout a w ill) |
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or t he sur v iv ing spouse or dom est ic par t ner of a t est at e decedent |
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( m eaning, a per son w ho died w it h a w ill) |
3 . |
The r esiduar y legat ee in t he decedent ’s w ill |
4 . |
The childr en of t he t est at e decedent |
5 . |
The gr andchildr en of t he decedent |
6 . |
The par ent s of a decedent |
7 . |
The br ot her s and sist er s of t he decedent |
8 . |
The nex t of k in of t he decedent |
9 . |
Ot her r elat ions of t he decedent |
10 . |
The lar gest cr edit or of t he decedent w ho applies for adm inist r at ion |
11 . Any ot her per son .
Pa r a gr a ph Th r e e . St at e t he r eason t hat t he sm all est at e should be
adm inist er ed in t his Cour t by check ing one of t he t w o box es pr ov ided. I f t he fir st box is check ed, indicat ing dom icile in t he Dist r ict of Colum bia, do not check box 2 . When box 2 is check ed, st at e ot her r easons t hat t he sm all
est at e should be adm inist er ed in t his Cour t .
May 2015
Pa r a gr a ph Fou r . St at e w het her any ot her pr obat e pr oceedings hav e been st ar t ed in t his Cour t or any ot her Court . I f none, st at e “ not applicable. ”
Pa r a gr a ph Fiv e . Your signat ur e on page four of t he pet it ion w ill
ack now ledge t hat y ou hav e m ade a diligent sear ch for any pr oper t y and debt s of t he decedent , t hat all pr oper t y in t he Dist r ict of Colum bia does not hav e a v alue of m or e t han $ 40,000 . 00, and t hat t he decedent died on or aft er Apr il 27, 2001 . *
* I f t he decedent died bet w een Januar y 1, 1981, and June 30, 1995, t he v alue of t he est at e cannot ex ceed $ 10, 000 . 00 . I f t he decedent died bet w een July 1, 1995, and Apr il 26, 2001, t he v alue of t he est at e cannot ex ceed 15, 000 . 00 .
Pa r a gr a ph Six . On lines one and t w o, list t he dat es of any w ills or codicils t hat y ou hav e locat ed. ( I f none, st at e “ not applicable. ” ) They m ust be filed w it h t his pet it ion . Your signat ur e, on page four , w ill ack now ledge t hat t o t he best of y our k now ledge t hey ar e t he decedent ’s last w ill and t hat you k now of no lat er w ill or codicil. On line t hr ee, st at e how y ou r eceiv ed t he w ill and codicil if any .
Pa r a gr a ph Se v e n . St at e t he r eason t hat any of t he infor m at ion r equir ed in t his pet it ion has not been supplied. I f all infor m at ion has been supplied,
st at e “ not applicable. ”
PAGE TW O
Check t he appr opr iat e box es t o indicat e t he sur v iv or s of t he decedent , follow ing t he inst r uct ions show n on page t w o of t he pet it ion . List of
int er est ed per sons – Pr ov ide t he nam es, com plet e addr esses including zip codes, r elat ionships, and ages ( if under 18) of heir s, legat ees ( if decedent died w it h a w ill) , including t r ust ees, and all pet it ioner s. I f under age 18 or ot her w ise legally disabled, also list guar dians or cust odians. Please r efer t o t he ex am ple in t he inst r uct ions.
W it n e sse s t o w ills a n d/ or codicils – Pr ov ide t he nam es of all w it nesses t o w ills or codicils. ( I f none, st at e “ not applicable. ” )
PAGE TH REE
Real Pr oper t y : List any r eal est at e t he decedent ow ned in any j ur isdict ion, including t he Dist r ict of Colum bia, if appr opr iat e. Please use t he pr oper t y descr ipt ion giv en on y our pr oof of ow ner ship ( e. g. pr oper t y t ax bill) .
May 2015
Per sonal Pr oper t y : List all ot her asset s t he decedent ow ned. Please list bank account s separ at ely , ev en if t hey ar e fr om t he sam e bank . Use a separ at e sheet of paper , if necessar y .
Debt s: “ Secur ed” debt s ar e t hose w hich t he asset is collat er al for t he debt , such as a car loan . “ Unsecur ed” debt s ar e all ot her debt s. Please use a separ at e sheet of paper t o list all debt s, if necessar y .
Funer al Ex penses: Please st at e t he nam e of t he per son w ho paid t he funer al ex penses, t he am ount paid, w het her t he per son w ishes t o be r epaid, and
w het her t her e is an unpaid balance. DO NOT list bur ial ex penses.
PAGE FOUR
Lin e t w o – Pr ov ide t he dat e( s) of t he w ill and any codicils t o be adm it t ed t o pr obat e.
Lin e fou r – St at e any addit ional r equest t hat y ou w ish t he Cour t t o consider .
D e cla r a t ion of Pe t it ion e r – By signing t he declar at ion, y ou declar e and affir m t hat t he cont ent s of t he pet it ion ar e t r ue and cor r ect t o t he best of
y our k now ledge, infor m at ion and belief. Pr ov ide a t elephone num ber w her e y ou can be r eached bet w een t he hour s of 8: 30 a. m . and 5: 00p. m .
Acce pt a n ce a n d Con se n t of Ea ch Pe r son a l Re pr e se n t a t iv e - By signing t he accept ance and consent , y ou accept t he dut ies of t he office of per sonal r epr esent at iv e of t he est at e and consent t o per sonal j ur isdict ion in any
act ion br ought against y ou as per sonal r epr esent at iv e or ar ising out of t he dut ies of t he office of per sonal r epr esent at ive.
Pow e r of At t or n e y – I f y ou ar e not a r esident of t he Dist r ict of Colum bia, y ou m ust sign t he pow er of at t or ney appoint ing t he Regist er of Wills as t he per son upon w hom all not ices and pr ocess issued by a com pet ent cour t in t he Dist r ict of Colum bia m ay be ser v ed in r elat ion t o all suit s or m at t er s per t aining t o t he est at e.
Please r ev iew t he “ I t em s Needed t o Open a Sm all Est at e” check list for t he addit ional it em s r equir ed as at t achm ent s t o y our pet it ion .
D EFI N I TI ON S
Pr oba t e - The legal pr ocess of gat her ing and dist r ibut ing t he pr oper t y of t he est at e, pay ing cr edit or s’ claim s, and for m ally t r ansfer r ing t he possessions of t he deceased t o t hose per sons w ho “ inher it ” t hem .
May 2015
D e ce a se d or de ce de n t - The per son w ho has died.
Est a t e - The pr oper t y ( bot h r eal and per sonal) held by t he decedent in his/ her nam e alone or as t enant s in com m on at t he t im e of deat h .
W ill - A docum ent r epr esent ing t he inst r uct ions of t he deceased for dist r ibut ion of t he est at e.
Le ga t e e - Any one nam ed in a w ill w ho is t o r eceiv e pr oper t y .
H e ir - A per son ent it led t o shar e in a decedent ’s est at e w her e t her e is no w ill.
I n t e r e st e d pe r son - Any heir or legat ee or cr edit or w it h a claim in ex cess of $ 500 . 00 t hat has not been bar r ed or dischar ged.
I n t e st a t e – Died w it hout a w ill.
Cr e dit or - A per son w ho has a claim against t he est at e.
Pe r son a l Re pr e se n t a t iv e - The per son appoint ed by t he Cour t t o adm inist er ( i. e. , t o be in char ge of) an est at e.
Asse t – Any pr oper t y ow ned by t he decedent alone. This includes all r eal pr oper t y and per sonal pr oper t y .
Re a l pr ope r t y - Any r eal est at e ow ned by t he per son w ho has died, such as a hom e, v acat ion cot t age, or v acant land.
Pe r son a l pr ope r t y - Ev er y t hing ot her t han r eal pr oper t y , such as a car , fur nit ur e, j ew elr y , st ock s, and bank account s.
Re gist e r of W ills - The official of t he Super ior Cour t of t he Dist r ict of Colum bia w ho assist s t he j udge in ov er seeing t he pr oper adm inist rat ion of t he deceased per son’s est at e.
Te n a n t s in com m on - Gener ally , w her e m or e t han one per son ow ns or holds pr oper t y and each per son has an equal int er est and no r ight of sur v iv or ship has been est ablished.
Te st a t e – Died w it h a w ill w hich has been adm it t ed t o pr obat e by t he Cour t .
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SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
________ SEB _______
( Link ed t o _______ WI L_______ )
Est at e of
________________________________
Deceased
PETI TI ON FOR AD M I N I STRATI ON OF SM ALL ESTATE
____________________________ |
_______ |
_________________________________________ |
Nam e |
Age |
Addr ess |
____________________________ |
_______ |
_________________________________________ |
Nam e |
Age |
Addr ess |
her einaft er , " pet it ioner ," being a cit izen of t he Unit ed St at es or a law fully adm it t ed per m anent r esident t her eof, of legal age and not ot her w ise excluded fr om act ing as per sonal r epr esent at ive pur suant t o D. C. Code, sec. 20 - 303( b) , show s:
1 . ____________________________ , t he decedent , a dom iciliar y of _________________________________ ,
r esiding at ______________________________________________________________________________ , died at
____________________________________________________________ on ______________________________
Place |
Dat e |
( w it h) ( w it hout ) a w ill.
2 . Pet it ioner is ent it led t o be appoint ed per sonal r epr esent at ive of t he decedent 's est at e under , D. C. Code sec.
20 - 303 for t he follow ing r easons: __________________________________________________________________
_____________________________________________________________________________________________
3 . The cour t has j ur isdict ion in t his m at t er, because:
Decedent died dom iciled in t he Dist r ict of Colum bia
Ot her ( ple a se st a t e ba sis for j u r isdict ion ) : ________________________________________________
_____________________________________________________________________________________________
4 . Ther e ar e no ot her pr oceedings r egar ding t he adm inist r at ion of t he est at e except ______________________
_____________________________________________________________________________________________
5 . Pet it ioner has m ade a diligent sear ch t o discover all pr oper t y and debt s of t he decedent . All asset s subj ect
t o adm inist r at ion in t he Dist r ict of Colum bia do not exceed $ 40,000 . 00, effect iv e Apr il 27, 2001 .
6 . Pet it ioner has m ade a diligent sear ch for w ills and codicils of t he decedent and t o t he best know ledge of t he
pet it ioner , t he w ill dat ed ___________________________________________________ and codicil( s) dat ed
__________________________________________________ accom panying t his pet it ion ( is) ( ar e) t he decedent 's
last w ill and pet it ioner k now s of no lat er w ill or codicil( s) , and said w ill and codicil( s) , if any, cam e int o pet it ioner ’s hands in t he follow ing m anner _____________________________________________________________________
_____________________________________________________________________________________________ .
7 . All infor m at ion r equir ed pur suant t o D. C. Code, sec. 20 - 304( a) has been fur nished except ________________
_____________________________________________________________________________________________ .
1
Th e de ce de n t w a s su r v iv e d by - ( please check appr opr iat e boxes)
a. |
Spouse/ Dom est ic Par t ner . |
No Spouse/ Dom est ic Par t ner . Check appr opr iat e box and go t o b. |
b. |
Childr en . |
Descendant s of pr edeceased childr en . I f so, st op her e; if not , go t o c. |
c. |
Gr andchildr en . |
Descendant s of pr edeceased gr andchildr en . I f so, st op her e; if not , go t o d. |
d. |
Par ent s. I f so, st op her e; if not go t o e. |
|
e. |
Br ot her s and/ or Sist er s. |
Descendant s of pr edeceased br ot her s and/ or sist er s. I f so, st op her e; if not , go t o f . |
f . |
Nieces and/ or Nephew s. |
Descendant s of pr edeceased nieces and/ or nephew s. I f so, st op her e; if not , go t o g . |
g. |
Uncles and/ or Aunt s. I f so, st op her e; if not , go t o h . |
|
h . |
Fir st cousins. I f so, st op her e; if not , go t o i. |
|
i. |
Gr andpar ent s. I f so, st op her e; |
if not , go t o j . |
j . |
Ot her heir s. I f none, go t o k . |
|
k . |
Not ify Office of t he At t or ney Gener al, Chief of t he Civ il Enfor cem ent Sect ion, 441 4t h St r eet , N. W. , Washingt on, D. C. |
|
20001 .
LI ST OF I N TERESTED PERSON S m ust include nam es of heir s if decedent died int est at e; heir s and legat ees, including t r ust ees and all nam ed Per sonal Repr esent at ives if t he decedent died t est at e. Refer t o D. C. Code, secs. 19 - 301 t hr ough 312 and sec. 20 - 101( d) ( 1) . I f under age of 18 or an adult who is legally disabled, also list as an int er est ed person t he j udicially appoint ed guar dian, conser vat or or com m it t ee for such per son . I f no j udicially appoint ed r epresent at iv e exist s, t hen list t he par ent or cust odian or an at t or ney - in - fact , if any, for such per son ( subj ect t o t he t er m s of t he pow er of at t or ney ) , or any ot her per son wit h legal aut hor it y t o act for such disabled per son .
Not e: I f each t rust ee is also a pet it ioning par t y or act ing per sonal represent at ive, list all beneficiaries under t r ust . Refer t o D. C. Code, sec. 20 - 101( g) . Any cr edit or of t he decedent , including t hose per sons w hose right s accr ue at t he t im e of deat h, w ho has t im ely present ed a claim in excess of $ 500 t hat has not been barr ed or discharged is also an int erest ed per son. Pet it ioner ( s) should updat e list of int er est ed persons or cr edit or s wit h claim s in ex cess of $ 500 as t hey becom e know n.
In dica t e , w h e n a p plica b le , gr a n dch ild r e n a n d n ie ce s a n d n e ph e w s by fa m ily gr ou ps, by sh ow in g t h e n a m e of t h e ir de ce a se d p a r e n t w h o w a s r e la t e d t o t h e de ce de n t
Sam ple: |
|
|
|
Joe Pet it ioner |
1234 Hex agon St r eet , N. W. |
Son/ heir / legat ee/ pet it ioner |
|
|
Washingt on, D. C. 20000 |
|
|
|
|
|
|
I nt er est ed per sons |
Addr ess |
Relat ionship ( Age, if under 18) |
|
|
|
|
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
______________________________ |
______________________________________ |
______________________ |
|
( Use cont inuat ion sheet , if necessar y ) |
|
W I TN ESS TO W I LLS/ COD I CI LS ( N a m e s)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
2
Ch a r a ct e r , Loca t ion a n d Est im a t e d V a lu e of Pr ope r t y Tit le d in D e ce de n t ' s N a m e
|
|
Est im a t e d V a lu e |
Re a l Pr ope r t y locat ed in t he Dist rict of Colum bia and ot her j ur isdict ions |
|
|
________________________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
|
Tot al $ |
________________ |
Pe r son a l Pr ope r t y locat ed in t he Dist r ict of Colum bia and ot her j urisdict ions |
|
|
________________________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
|
Tot al $ |
________________ |
D e bt s, Fu n e r a l Ex pe n se s, I n h e r it a n ce , Ta x e s |
|
|
Debt s secur ed: ___________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
|
Tot al $ |
________________ |
Debt , unsecur ed: __________________________________________ |
______________________ |
|
________________________________________________________ |
______________________ |
|
|
Tot al $ |
________________ |
Funer al Expenses: _________________________________________ |
|
|
Paid by __________________________________________________ |
Tot al $ |
________________ |
( I nser t nam e) |
|
|
Unpaid___________________________________________________ |
Tot al $ |
________________ |
I f t he decedent died pr ior t o Apr il 1, 1987, inher it ance t axes |
|
|
only on per sonal pr oper t y under cont r ol of per sonal r epr esent at ive |
Tot al $ |
________________ |
3
W H EREFORE, t he pet it ioner ( s) pr ay( s) for appoint m ent as per sonal r epr esent at ive( s) of t he decedent ’s est at e and
t hat t he w ill dat ed _____________________________________________________________ and codicil( s) dat ed
__________________________________________________________ , be adm it t ed t o pr obat e and r ecor d, and t hat
t he addit ional r elief be gr ant ed: _______________________________________________________________ .
D ECLARATI ON OF PETI TI ON ER
I do solem nly declar e and affir m under penalt y of law t hat t he cont ent s of t he for egoing pet it ion ar e t r ue and cor r ect t o t he best of m y know ledge, infor m at ion, and belief.
_________________________________________ |
_________________________________________ |
||
Signat ur e of Pet it ioner |
( Tel No. ) |
Signat ur e of Pet it ioner |
( Tel No. ) |
_________________________________________ |
_________________________________________ |
||
Signat ur e of Pet it ioner |
( Tel No. ) |
Signat ur e of Pet it ioner |
( Tel No. ) |
ACCEPTAN CE AN D CON SEN T OF EACH PERSON AL REPRESEN TATI V E
Ido her eby accept t he dut ies of t he office of per sonal r epr esent at ive of t he est at e of ____________________
_______________________________________________ , deceased, and consent t o per sonal j ur isdict ion in any act ion br ought in t he Dist r ict of Colum bia against m e as per sonal r epr esent at ive or ar ising out of t he dut ies of t he office of per sonal r epr esent at ive pur suant t o D. C. Code, sec. 20 - 501 .
_________________________________________ |
_________________________________________ |
Signat ur e of Pet it ioner |
Signat ur e of Pet it ioner |
POW ER OF ATTORN EY
To be execut ed by each Non - Resident Per sonal Repr esent at ive
Pur suant t o D. C. Code, sec. 20 - 303( b) ( 7) , I do her eby ir r evocably appoint t he Regist er of Wills and successor s in office as t he per son upon w hom all not ices and pr ocess issued by a com pet ent cour t in t he Dist r ict of Colum bia m ay be ser v ed w it h t he sam e effect as per sonal ser vice in r elat ion t o all suit s or m at t er s per t aining t o t he est at e in w hich t he let t er s ar e t o issue.
____________________________________________ |
____________________________________________ |
Signat ur e of Pet it ioner |
Addr ess |
____________________________________________ |
____________________________________________ |
Signat ur e of Pet it ioner |
Addr ess |
4
Pe r son a l I de n t ifica t ion I n for m a t ion ( For m 2 6 )
|
_ _ _ _ _ _ _ _ _ ADM _________ |
||
|
_________ I NT/ I DD _________ |
||
Est at e of ____________________________________ |
_________ |
SEB |
_________ |
decedent / m inor / adult w ar d/ cust odian |
_________ |
GDN |
_________ |
|
|||
Nam e/ Relat ionship To Case
Addr ess
Telephone Num ber
Dat e of Bir t h
Dr iv er ’s License
Social Secur it y
Num ber
FI LE I N RED ( Con fide n t ia l/ Se a le d) JACKET
Fin a n cia l Accou n t I n for m a t ion ( For m 2 7 )
|
_________ |
ADM |
_________ |
|
Est at e of ____________________________________ |
_________ I NT/ I DD _________ |
|||
_________ |
SEB |
_________ |
||
decedent / m inor / adult w ar d/ cust odian |
||||
|
_________ |
GDN |
_________ |
|
|
_________ |
CON |
_________ |
|
N a m e on Accou n t
N a m e a n d Addr e ss of
Ba n k / Fin a n cia l I n st it u t ion
Accou n t N u m be r
This r epor t w ill be m aint ained under seal pur suant t o SCR- PD 5 . 1, r ecor ded in a secur e Cour t
dat abase, and av ailable only t o aut hor ized Cour t per sonnel, unless ot her w ise included in t he public r ecor d.
SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
_ _ _ _ _ _ _ _ _ WI L _________
( Link t o: _________________ )
I n r e Est at e of
________________________________
Deceased
CERTI FI CATE OF FI LI N G W I LL
I , _______________________________ , on t his_______ day of____________________ ,
20 ____ , her eby subm it for filing t he follow ing paper - w r it ing( s) pur por t ing t o be t he Last Will
and Test am ent and/ or Codicil( s) of ____________________________________________
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
( inser t all nam e( s) of decedent as r eflect ed in t he w ill( s) and/ or codicil( s) )
w ho died on or about t he _______ day of ___________________ ,20 _____ , dom iciled in t he
Dist r ict of Colum bia.
Dat e of docum ent ( s) : __________________________________________________
Unusual at t r ibut es ( if any) : _____________________________________________
Nam e of nom inat ed per sonal r epr esent at ive: _______________________________
Addr ess of nom inat ed per sonal r epr esent at ive ( if know n) : _____________________
___________________________________________________________________
The sam e ( w as) ( w er e) r eceived fr om ___________________________________________ .
Case No: _____ ADM/ SEB______ is open or is being opened.
No est at e is open .
Nam e: _________________________________
( signat ur e)
Addr ess: ________________________________
_________________________________
Telephone Num ber : ______________________
FOR OFFI CE USE ON LY
Re v ie w e d by _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
( signat ur e)
Com m e n t s: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
_________________________________
SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
_________ SEB _________
_____________________________________________________________
Nam e of Decedent
N ot ice of Appoin t m e n t , N ot ice t o Cr e dit or s a n d N ot ice t o Un k n ow n H e ir s
___________________________________________________________________________ , w hose
addr ess( es) ( is/ ar e) _________________________________________________________________
( w as/ w er e) appoint ed Per sonal Repr esent at ive( s) of t he est at e of _____________________________
__________________________________________ w ho died on _____________________________
( w it h/ wit hout ) a Will. All unk now n heir s and heir s w hose w her eabout s ar e unk now n shall ent er t heir appear ance in t his pr oceeding. Obj ect ions t o such appoint m ent ( or t o t he pr obat e of decedent 's Will) shall be filed Wit h t he Regist er of Wills, D. C. , 515 5t h St r eet , N. W. , 3r d Floor , Washingt on, D. C. 20001, on or befor e ________________________________ . Claim s against t he decedent shall be pr esent ed
t o t he under signed w it h a copy t o t he Regist er of Wills or t o t he Regist er of Wills w it h a copy t o t he under signed, on or befor e __________________________ , or be for ever bar r ed. Per sons believed t o
be heir s or legat ees of t he decedent w ho do not r eceive a copy of t his not ice by m ail wit hin 25 day s of it s publicat ion shall so infor m t he Regist er of Wills, including nam e, addr ess and r elat ionship.
Dat e of fir st publicat ion:
__________________________________
Nam e of new spaper and/ or per iodical:
__________________________________
__________________________________
Signat ur e of Pet it ioner / At t or ney
__________________________________
__________________________________
Addr ess & Phone Num ber
__________________________________
Regist er of Wills
Cler k of t he Pr obat e Division
__________________________________
Cler k
SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
_________ SEB _________
Est at e of
________________________________
Deceased
STATEM EN T OF CLAI M S
The Not ice of Appoint m ent , Not ice t o Cr edit or s and Not ice t o Unk now n Heir s has been duly
published in t he ____________________________ as shown by t he at t ached Affidavit of Publicat ion;
t he t im e for filing claim s has expir ed; funer al expenses in t he am ount of $ ______________________
have been paid; and all credit or s now know n t o t he under signed, including cont ingent and disput ed
claim s ar e as follow s:
N a m e of Cr e dit or |
N a t u r e of Cla im |
Am ou n t |
Ido solem nly declar e and affir m under penalt y of law t hat t he cont ent s of t he for egoing docum ent ar e t r ue and cor r ect t o t he best of m y k now ledge, infor m at ion and belief .
__________________________________
Per sonal Repr esent at iv e( s)
SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
_ _ _ _ _ _ _ _ _ SEB _________
Est at e of
________________________________
Deceased
REN U N CI ATI ON
I , ____________________________________________ , being a com pet ent adult ,
and being fam iliar w it h t he pet it ion of __________________________________________ ,
for Let t er s of Adm inist r at ion, and being aw ar e of t he fact t hat accor ding t o D. C. Code, sec. 20 - 303, I have pr ior it y t o ser ve as per sonal r epresent at ive of t he inst ant est at e in t hat I am t he _________________________ ( r elat ionship t o decedent such as heir , legat ee, per sonal
r epr esent at ive or alt er nat e per sonal r epr esent at iv e nom inat ed in t he w ill) of t he deceased, her eby r enounce m y r ight t o ser ve as t he per sonal r epr esent at iv e of t his est at e.
Dat e
Signat ur e
Addr ess
Telephone Num ber
SUPERI OR COURT OF TH E D I STRI CT OF COLUM BI A
PROBATE DI VI SI ON
_________ SEB _________
Est at e of
________________________________
Deceased
V ERI FI CATI ON OF ASSETS
( To be filed w hen r equir ed by Pr elim inar y Or der )
The Per sonal Repr esent at ive of t he above- list ed est at e her eby ver ifies t hat t he asset s of t he est at e ar e as follow s:
Asset |
Value |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
__________________________________ |
$ ________ |
Tot al value of asset s: $ ____________
I do solem nly declar e and affir m under penalt y of law t hat t he cont ent s of t he for egoing docum ent ar e t r ue and cor r ect t o t he best of m y know ledge, infor m at ion, and belief .
__________________________________
Signat ur e of per sonal r epr esent at iv e
CERTI FI CATE OF SERV I CE
Iher eby cer t ify t hat on t he ____ day of ________________________ , 20 ____ , a copy of t he for egoing Ver ificat ion of Asset s w as ser ved by fir st class m ail, post age pr epaid, on t he follow ing: ( list nam es and addr esses of int er est ed per sons)
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
_________________________________ |
__________________ _ ______________
Signat ur e