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Petition For Authority To Invest Or For Approval Of Investment Plan Or Program - District Of Columbia
| Petition For Authority To Invest Or For Approval Of Investment Plan Or Program Form. This is a District Of Columbia form and can be used in General Probate Superior Court Statewide . |
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SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ GDN _________ In re Estate of ________________________________ Minor PETITION FOR AUTHORITY TO INVEST OR FOR APPROVAL OF INVESTMENT PLAN OR PROGRAM 1. Guardian of the estate of the minor hereby requests, in accordance with Superior Court, Probate Division Rule 222: [ [ 2. ] ] Permission to invest $______________________ as detailed below, or Permission for approval of an investment plan as detailed below. In support of this request, petitioner provides the following information: a. Age of minor: ___________________________________________________________________ b. Residence of minor: ___________________________________________________________________ c. Total current assets of minor: ___________________________________________________________________ d. Annual income of minor: ___________________________________________________________________ e. Ending balance of last approved account: ___________________________________________________________________ 3. Details concerning the type of investment requested or the investment plan proposal are as follows: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 4. If approved by the Court, this investment or investment plan is expected to benefit the minor as follows: ___________________________________________________________________ Jan. 2010 American LegalNet, Inc. www.FormsWorkFlow.com ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 5. Attached are the following documents in support of this petition: ___________ ___________________________________________________________________ ___________________________________________________________________ ____________________________________ Signature of Attorney ____________________________________ Typed Name of Attorney ____________________________________ Address (Actual address/not Post Office Box) ____________________________ Signature ____________________________ Typed Name ____________________________ Address (Actual address/not Post Office Box) ____________________________ Telephone number __________________________________ Telephone number __________________________________ Unified Bar number __________________________________ E-mail address (optional) VERIFICATION I ____________________________, being first duly sworn, on oath, depose and say that I have read the foregoing pleading by me subscribed and that the facts therein stated are true to the best of my knowledge, information, and belief. _________________________________ Signature of petitioner Subscribed and sworn to before me this ____ day of _________________, 20__. _________________________________ Notary Public/Deputy Jan. 2010 American LegalNet, Inc. www.FormsWorkFlow.com CERTIFICATE OF SERVICE I hereby certify that on the _____ day of ________________, 20__, a copy of the foregoing petition was served by first class mail, postage prepaid, on the following parties (list names and addresses of all parties): _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ _______________________________ ____________________________________ Signature Jan. 2010 American LegalNet, Inc. www.FormsWorkFlow.com SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ GDN_________ In re Estate of ________________________________ Minor ORDER REGARDING PETITION FOR AUTHORITY TO INVEST OR FOR APPROVAL OF INVESTMENT PLAN OR PROGRAM Upon consideration of the Petition for Authority to Invest or for Approval of Investment Plan or Program filed on ______________________________, 20__, by _____________________________, it is hereby this _____ day of _____________, 20__, [ ] ORDERED that the petition is granted and that ___________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Provided that this order authorizing investments under Superior Court, Probate Division Rule 5 shall not constitute Court approval of the particular investments nor shall the fiduciary be relieved from any fiduciary responsibility for having made the investments. [ ] ORDERED that the petition is denied. ____________________________ JUDGE cc: _________________________________ _________________________________ _________________________________ _________________________________ __________________________________ __________________________________ __________________________________ __________________________________ __________________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ Jan. 2010 American LegalNet, Inc. www.FormsWorkFlow.com
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