As amended through October 11, 2024
Rule 212 - Distribution to Minors(a) IN GENERAL. A personal representative must distribute assets to a minor in accordance with D.C. Code § 20-1106 (2012 Repl.).(b) PETITION FOR COURT APPROVAL. If court approval is required or is otherwise requested by the personal representative for a distribution to a minor under D.C. Code § 20-1106 (2012 Repl.), the personal representative must file a verified petition that sets forth the following information:(1) the name, residence, and date of birth of each minor for whom distribution authority is sought, as well as the basis for the minor's entitlement to share in the estate;(2) the total value of the estate assets to be distributed to each minor;(3) the proposed method of distribution;(4) the reason why distribution under D.C. Code § 20-1106(a) or (b)(1) (2012 Repl.) is not permissible or desired;(5) if authority is requested to establish a restricted account, the name and location of the financial institution; and(6) if authority is requested to distribute assets exceeding $10,000.00 in value under D.C. Code § 21-306 (2012 Repl.):(A) the reason why the transfer is in the best interests of the minor;(B) facts to show the transfer is not prohibited by or inconsistent with the provisions of the will; and(C) a representation that the personal representative will effect the transfer in accordance with D.C. Code § 21-309 (2012 Repl.) and file an appropriate receipt.Adopted by Order dated March 4, 2022, effective 8/22/2022.