Fill and Sign the Small Estate Administration Package for Estates under 40000 District of Columbia Form

SMALL ESTATE ADMINISTRATION District of Columbia DC-ET20 Introduction: If the property of a decedent subject to administration in the District of Columbia has a value of $40,000 or less, the property may be administered as a small estate in accordance with the provisions of Title 20, Chapter 3, Sub-Chapter VI “Small Estates” §§ 20-351 – 20-257. Any person eligible to be a personal representative may file the Petition. The order of preference as personal representatives is: 1. The personal representative or representatives named in a will admitted to probate; 2. The surviving spouse or children of an intestate decedent or the surviving spouse of a testate decedent; 3. The residuary legatees; 4. The children of a testate decedent; 5. The grandchildren of the decedent; 6. The parents of the decedent; 7. The brothers and sisters of the decedent; 8. The next of kin of the decedent; 9. Other relations of the decedent; 10. The largest creditor of the decedent who applies for administration; 11. Any other person. Forms included: Form One Petition for Small Estate Administration Form Two Order re Small Estate Administration Form Three Notice Form Four Affidavit of Publication Form Five Verified Statement of Claims Form Six Final Order Steps: Examine Form One and carefully and completely answer all the questions and provide all the required information. The Court will judge the document on completeness. The more complete the Petition the more the likely the Court will grant Small Estate Administration. If the Court approves the Petition and grants Small Estate status, the first issue will be the payment of funeral expense and family allowance. If necessary the Court may order property sold in order to pay these expenses. If after the payment of funeral expenses, and in the absence of a request for payment of a family allowance, assets remain in the estate, the Court may admit the Will and order Notice be published. For a period of 30 days after publication, claims may be filed and issues regarding the validity of the Will may be raised. Form One Petition for Small Estate Administration Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ PETITION FOR ADMINISTRATION OF A SMALL ESTATE 1. The Petitioner, _____________________________ alleges that _____________________________ , a resident of _____________________________ County, whose social security number was _____________________________ and whose last known address was _____________________________ died on _____________________________ , ___________ . 2. Petitioner, a(n) _____________________________ citizen, resides at _____________________________ . a. Petitioner’s relationship to Decedent is as _____________________________ . 12. Petitioner’s interest in the estate is: _____________________________ . c. Petitioner has the following legal disability: None, Underage Minor Other, specify _____________________________ . 3. Petitioner is aware of the following proceedings concerning Decedent’s estate: None (specify) _____________________________ 4. Petitioner has concluded, after a diligent search that, at the time of death, the Decedent owned the following real and personal property: a. Personal Property: CHARACTER LOCATION ESTMATED VALUE _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ b. Real Property: CHARACTER LOCATION ESTMATED VALUE _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ 5. The estimated debts and funeral expenses of the estate are: CREDITOR NATURE OF OBLIGATION BALANCE CONTINGENT/DISPUTED ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ 6. The following are the names and addresses of all parties known to the Petitioner that are interested in the estate: NAME ADDRESS NATURE OF INTEREST _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ 7. The names and addresses of all persons who were witnesses to the Will are: NAME ADDRESS TELEPHONE NO. _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ 8. Decedent died: a. Intestate and a diligent but unsuccessful search has been made for a Will. b. Testate and: the original of the Will is attached hereto a copy is attached hereto and the original has already been filed Petitioner is not aware of a later Will. other       NOTE: If any information called for in items 1 – 8 is unavailable, explain in the detail the reasons the information is unavailable. ______________________________ 9. The Decedent was a party in the following legal proceedings: ______________________________ 10. Petitioner requests: Small Estate Administration an Abbreviated Probate standard probate proceedings 11. Petitioner requests the Court: a. Admit to probate any will exhibited with the petition; b. Issue an order directing witnesses to an alleged will to appear and give testimony regarding its execution; c. Issue an order requiring any person alleged to have custody of a will to deliver it to the Court; d. Issue an order directing any interested person to show cause why the provisions of any lost or destroyed will should not be admitted to probate as expressed in the petition; e. Make a finding that the decedent died intestate; f. Appoint a supervised personal representative or an unsupervised personal representative and, in each case, for the issuance of appropriate letters; and g. Any other relief that the Court may deem appropriate. Under penalties of perjury, I declare that I have read the foregoing and the facts alleged are true, to the best of my/our knowledge and belief. Date: ________________________ ______________________________ Signature of Petitioner ______________________________ Print Name of Petitioner ______________________________ Address ______________________________ City State Zip ______________________________ (Area Code) Telephone No. ______________________________ Relationship to Decedent Form Two Order for Small Estate Administration Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ ORDER This case came before the Court upon the Petition for Small Estate Administration, and the Court being fully advised in the premises, it is ORDERED: 1. That ______________________________ is appointed Personal Representative of the Estate of ______________________________ . 2. That this estate shall be administered under the provisions of D.C. Code §§ 20-351 – 20-357. 3. That the following funeral expenses will be paid immediately as provided in section 20-906: NONE CREDITOR NATURE OF OBLIGATION BALANCE _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ 4. That the following family allowance be paid immediately: ______________________________ . 5. The sale of the following property is authorized to satisfy funeral expense and/or family allowance: a. Personal Property: NONE CHARACTER LOCATION ESTMATED VALUE _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ b. Real Property: NONE CHARACTER LOCATION ESTMATED VALUE _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ 6. Notice be is or is not given in accordance with D.C Code § 20-704. ORDERED on the _____ day of _____________, 20 _____. _____________________________________ SUPERIOR COURT JUDGE Form Three Notice Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ NOTICE To all persons interested in the estate of _____________________________ . This is to give notice that the undersigned, _____________________________ whose address is _____________________________ was, on _____________________________ , __________ appointed personal representative of the estate of _____________________________ who died on _____________________________ (with) (without) a will, and that the personal representative will serve in supervised) (unsupervised) administration. All persons having any objection to such appointment (or to the probate of the decedent's will) shall file an objection with the Register of Wills on or before _____________________________ (6 months from the date of the first publication of notice under this section). All persons having claims against the decedent shall present their claims to the undersigned or file their claims with the Register of Wills on or before 6 months from the date of the first publication of this notice. Any claim not so filed on or before such date shall be unenforceable thereafter. Any person who is related to the decedent and who does not receive notice of this appointment by mail within 25 days shall so inform the Register of Wills including such person's name, address, and relationship to the decedent. _______________________________________ Personal Representative Date of first publication: _____________________________ Form Four Affidavit of Publication Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ AFFIDAVIT OF PUBLICATION PERSONALLY APPEARED BEFORE ME, in the county aforesaid, _____________________________ , who after being duly sworn, does state on his/her oath that the attached newspaper clipping represents publication of the Notice to Creditors in a newspaper once time during the 30 period prior hereto. THIS, the ____ day of _________________, 20____. ___________________________________ PERSONAL REPRESENTATIVE DISTRICT of COLUMBIA This instrument was acknowledged before me on this ______ day of _________________, _______ by _______________________________________. ________________________________ Notary Public Print Name: _____________________ My commission expires: _________________ Form Five Verified Statement of Claims Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ VERIFIED STATEMENT OF CLAIMS I, _____________________________ , Personal Representative of the above Estate, hereby submit a verified statement of claims: 1. Those received prior to the Petition for Small Estate Administration: CREDITOR NATURE OF OBLIGATION BALANCE CONTINGENT/DISPUTED ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ 2. Additional Claims received since the Order for Small Estate Administration: CREDITOR NATURE OF OBLIGATION BALANCE CONTINGENT/DISPUTED ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ ________________________ ________________________ _____________ ________________________ Date: ________________________ ____________________________ Personal Representative ____________________________ Print Name Form Six Final Order Superior Court of the District of Columbia Probate Division 500 Indiana Ave,. N.W., Room 5000 Washington, D.C. 20001 RE: ESTATE OF _____________________________ CIVIL ACTION No. ______________ FINAL ORDER This case came before the Court upon the Petition for Small Estate Administration, and the Court being fully advised in the premises, it is ORDERED: 1. That _______________________________ the Personal Representative of the Estate of _______________________________ will immediately pay the following claims of creditors: CREDITOR NATURE OF OBLIGATION BALANCE ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 2. The following claims of creditors are DENIED: CREDITOR NATURE OF OBLIGATION BALANCE ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 3. The sale of the following property is authorized to satisfy funeral expense and/or family allowance: a. Personal Property: NONE CHARACTER LOCATION ESTMATED VALUE ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Real Property: NONE CHARACTER LOCATION ESTMATED VALUE ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 4. The Personal Representative is directed to pay all remaining proper claims and expenses and to distribute the net estate in accordance with the Will or to the decedent’s heirs. ORDERED on the _____ day of _____________, 20 _____. _____________________________________ SUPERIOR COURT JUDGE