What it asks for
Values are as of the day the court appointed you. Mark anything you have not yet got hold of. Prob. R. 112(d), (e)(2) (opens in a new tab)
| Part | What goes there |
|---|---|
| Real estate | Location and description, assessed value, mortgages, market value |
| Bank deposits and other money | Last 4 digits of each account, the amount, the bank, and the name on the account |
| Notes secured by real estate | Mortgage notes the ward holds: balance, rate, maker, maturity, terms |
| Stocks and bonds | Each certificate or issue, at carrying value and fair market value |
| Other securities | Each listed separately, and where all the securities are kept and in whose name |
| Personal assets | Cars, jewelry, household effects and everything else |
| Bond | The amount, the date it was filed, the surety, and the estate’s value at that date |
Real estate may go in at the D.C. assessment or a licensed appraiser’s value. Belongings need an appraisal unless you reasonably believe they are worth $1,000 or less. Cars may use a published price guide, and you may value listed stocks yourself. Prob. R. 112(f) (opens in a new tab)
The plan filed with it
The conservatorship plan (form 904.10.v2 (opens in a new tab)) is written out, with no budget table. It says what services the ward needs and how they will be provided. It also says how you, the guardian and the ward share decisions, and your rules for spending. §21-2065(b)–(c) (opens in a new tab)
If no one petitions to change the plan, the court may place it in the file without review. Prob. R. 317(c) (opens in a new tab)
Common mistakes
Waiting 90 days
Some court pages say 90 days. That deadline is for other fiduciaries, such as a minor’s guardian. A conservator has 60. Prob. R. 112(c)(2) (opens in a new tab)
Full account numbers
The form takes only the last 4 digits. The full numbers go on Form 27, which the court keeps under seal. Prob. R. 109(c)(2) (opens in a new tab)
Filing nothing because there is nothing to list
A ward with no assets still needs an inventory showing none, or a verified statement saying so. Prob. R. 112(g) (opens in a new tab)
Assets found after filing
A new asset, or a value that turns out materially wrong, needs a supplemental inventory. Prob. R. 112(h) (opens in a new tab)
If the ward gets VA benefits, the VA is on the list of people you serve. Prob. R. 317(b)(1)(K) (opens in a new tab)
Your first account
Your first Account and Order starts on the day you were appointed. Its beginning balance comes from this inventory. Prob. R. 113(c)(1)(A) (opens in a new tab)
It is due 30 days after the first anniversary of your appointment, with the court costs on the estate’s value. Prob. R. 108(a)(6) (opens in a new tab)
Sources
- 907.10.v2, Inventory (opens in a new tab), Superior Court of the District of Columbia
- 904.10.v2, Conservatorship Plan (opens in a new tab), filed with the inventory
- D.C. Code §21-2064 (opens in a new tab), when the inventory is due
- D.C. Code §21-2065 (opens in a new tab), the plan filed with it
- Superior Court Rules of the Probate Division (opens in a new tab), Rules 112 and 317, contents, valuation, service and review of the plan
Also for District of Columbia: Account and Order, Accounting
We make Fidura, guardianship accounting software built on a reconciled register for each ward. See the product
Found an error? developer@fidura.app