Rule 509 - Custodian of Minors Under Uniform Transfers to Minors Act(a) PETITION FOR SUCCESSOR CUSTODIAN. A petition for the appointment of a successor custodian of custodial property under the Uniform Transfer to Minors Act (D.C. Code §§ 21-301 to -324 (2012 Repl.)) must be verified by the petitioner. The petition must include: (1) the proposed successor custodian's residence and citizenship;(2) whether the proposed successor custodian has a legal disability;(3) the relationship of the proposed successor custodian to the minor;(4) by what right the petitioner makes application, and, if the application is not for petitioner's appointment, by what right the proposed successor custodian may be appointed;(5) the minor's name, residence, and date of birth;(6) the names and residence(s) of the minor's parents and the date of death of any deceased parent;(7) the nature, location and estimated value of the custodial property;(8) whether to require the successor custodian to give appropriate bond; and(9) whether an accounting of the predecessor custodian should be required.(b) OTHER TRANSFERS BY A FIDUCIARY. A petition by a trustee for an irrevocable transfer in excess of $10,000 in value to a minor must be verified by the petitioner. The petition must set forth: (1) the name, residence, and date of birth of the minor for whom authority to distribute is sought, as well as the basis for the minor's entitlement to share in the trust;(2) the nature, location, and estimated value of the trust assets to be distributed to the minor;(3) facts to show that the transfer is in the best interests of the minor;(4) facts to show that the transfer is not prohibited by or inconsistent with the trust agreement, or other governing instrument; and(5) facts to show that the trustee will effect the transfer in accordance with applicable law (and, in particular, where the custodial property is money, by payment or delivery to the broker or the financial institution for credit in the custodial account).Adopted by Order dated March 4, 2022, effective 8/22/2022.