Rule 319 - Accounts and Reports of Conservators(a) IN GENERAL. Except as provided in Rule 319(d), a conservator must file the account required by Rule 113 together with a report and notice of filing. The report and notice of filing must be filed on the forms maintained by the Register of Wills or forms that are substantially similar in format and content.(b) TIME FOR FILING. (1)Temporary Conservator. A temporary conservator must submit an account and a report to the court for administration of the estate within 60 days after termination of the appointment of the temporary conservator, except that if the temporary conservator is appointed permanent conservator, an account of the temporary conservator is not required.(2)Permanent Conservator. A limited or general permanent conservator must submit an account and a report to the court for administration of the estate: (A) annually, within 30 days after the anniversary date of appointment as permanent conservator;(B) within 60 days after the resignation or removal of the conservator;(C) upon termination of the conservatorship, as provided in Rule 320; and(D) at any other times as the court may direct.(3)Additional Times. A conservator must file a report when there is a significant change in the protected individual's capacity to manage his or her financial resources.(c) SERVICE. (1)In General. A conservator must serve personally or by first class mail a copy of the account and report on the following individuals within 7 days after filing the account and report:(A) the protected individual;(B) any known successor in interest of the protected individual;(C) any guardian of the protected individual;(D) any individual dependent upon the support of the protected individual;(F) any person who has filed an effective request for notice; and(G) any other person directed by the court.(2)Proof. A certificate of service must be attached to the account.(d) SPECIAL CONSERVATOR OR PERSON GRANTED AUTHORITY UNDER A PROTECTIVE ARRANGEMENT.(1)In General. A special conservator or a person granted authority under a protective arrangement must file a report setting forth all matters done pursuant to the order of appointment. If a special conservator was required to furnish a bond or if ordered by the court, the report must be accompanied by an account.(2)Time for Filing. The special conservator or person granted authority under a protective arrangement must file the report and any account: (A) within 30 days after completing the tasks for which the special conservator was appointed or the actions provided for in the order for a protective arrangement;(B) not later than 6 months after the order of appointment or for a protective arrangement was issued; and(C) when otherwise ordered by the court.(3)Termination. (A)Requesting in Report. A special conservator's report may include a request for termination of the appointment. The special conservator is not required to file a separate petition under Rule 320.(B)Court Order. The special conservator's appointment terminates on the court's order.(4)Service. The report and any account must be served as provided in Rule 319(c).(e) OBJECTION TO ACCOUNT. Any objection to the account must be filed and served on all persons entitled to a copy of the notice of hearing on the account within 14 days after receipt of notice of the hearing.(f) RETENTION OF DOCUMENTATION. A conservator must retain all documentation of financial transactions until approval of the final account and disposition of any timely appeal from the approval of the final account.Adopted by Order dated March 4, 2022, effective 8/22/2022.COMMENT
Section (f), which addresses retention of documentation, does not impact a conservator's retention responsibilities imposed by other statutes, regulations, or rules, such as the D.C. Rules of Professional Conduct.