Product Description

Recent updates:

• Update: December 2023

  Dear Subscriber:

  Thank you for updating your library with the second edition of A Practical Guide to Probate in Connecticut. This latest product brings updated resources within your immediate reach—for fast, accurate, and practical solutions.

  Highlights from the second edition include:

  • an amendment to Connecticut law redefining the term "issue" to reflect a child's relationship not only to a genetic or adopted parent but also to an intended parent, a presumed parent, or a de facto parent, with a discussion of the implications of these cate-gories for the handling of Connecticut estates;

  • a new section discussing the treatment of omitted spouses;

  • a recent decision upholding the admission of a will to probate where witnesses signed the self-proving affidavit rather than the signature lines provided for the witnessing of the will;

  • effective February 15, 2022, the termination of the executive order that had authorized the remote signing of wills;

  • a new section discussing extensions of time for the filing of federal and Connecticut estate tax returns;

  • a recent decision addressing the enforceability of in terrorem clauses;

  • legislation releasing all unassessed succession tax liens in Connecticut and any unassessed estate tax liens ten years from the death of the decedent;

  • circumstances under which estate tax returns should be filed even if no tax is due; and

  • updated court forms and information on fees.

  We trust you will find this latest version of A Practical Guide to Probate in Connecticut an invaluable resource for your busy practice.

  Cordially,

  MCLE Press

Table of Contents

Chapter 01 expand

Preprobate Considerations

Buy Chapter

Michael T. Clear, Wiggin & Dana, LLP
Leonard Leader, Esq., Wiggin & Dana, LLP

Exhibit 1A

- Petition/Access to Safe Deposit Box to Obtain Will/Cemetery Deed (Form PC-203) Buy Form

Exhibit 1B

- Affidavit in Lieu of Probate of Will/Administration (Form PC 212) Buy Form

Exhibit 1C

- Affidavit for Filing Will Not Submitted for Probate (Form PC 211) Buy Form

Exhibit 1D

- Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy Form

Exhibit 1E

- Model Application for Temporary Administration Buy Form

Chapter 02 expand

Probating the Will

Buy Chapter

Joseph A. Cipparone, Esq., Cipparone & Zaccaro PC

Exhibit 2A

- Request for Order of Distribution (Form PC-212A) Buy Form

Exhibit 2B

- Petition/Administration or Probate of Will (Form PC-200) Buy Form

Exhibit 2C

- Certification/Mailing of Document by Party (Form PC-151) Buy Form

Exhibit 2D

- Beneficiaries Named in Will in Custody of Court That Has Not Been Submitted for Probate (Form PC-285) Buy Form

Exhibit 2E

- Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482) Buy Form

Exhibit 2F

- Sample Affidavit Regarding Reciprocity Buy Form

Exhibit 2G

- Probate Bond (Form PC-480) Buy Form

Exhibit 2H

- General Waiver (Form PC-181) Buy Form

Exhibit 2I

- Self-Proving Affidavit Buy Form

Exhibit 2J

- Affidavit in Proof of Will and/or Codicil (Form PC-210) Buy Form

Chapter 03 expand

Probate of the Intestate Estate

Buy Chapter

James J. Flaherty, Jr., Esq., Chipman Mazzucco Emerson
Marion B. Manzo, Esq., Gager, Bower & Scalzo LLP

Exhibit 3A

- Special Appearance of Servicemember (Form PC-188) Buy Form

Exhibit 3B

- Petition to Sell or Mortgage Real Property (Form PC-400) Buy Form

Chapter 04 expand

Inventory

Buy Chapter

John Paul Callahan, Reid and Riege, P.C.
Gina M. Geary, Esq., Reid and Riege, PC

Exhibit 4A

- Inventory Form (Form PC-440) Buy Form

Exhibit 4B

- Inventory Form for Decedent’s Estates (Form PC-2407) Buy Form

Chapter 05 expand

Removal, Resignation, and Death of Fiduciaries

Buy Chapter

Christopher S. Drew, Esq., Drew, Mersereau & Cohen, P.C.

Exhibit 5A

- Sample Petition for Removal of Fiduciary Buy Form

Exhibit 5B

- Sample Affidavit of Request for Removal of Trustee and Waiver of Accounting Buy Form

Exhibit 5C

- Sample Declination of Service as Executor Buy Form

Chapter 06 expand

Postmortem Planning

Buy Chapter

Alfred R. Casella, Esq., Murtha Cullina LLP

Exhibit 6A

- Bibliography Buy Form

Chapter 07 expand

Guardians and Conservators

Buy Chapter

Tatiana F. DaSilva, Cohen and Wolf, PC
Greta E. Solomon, Esq., Cohen and Wolf, PC

Exhibit 7A

- Standby Guardian Form Buy Form

Exhibit 7B

- Petition/Removal of Guardian (Form PC-500) Buy Form

Exhibit 7C

- Application/Appointment of Temporary Guardian (Form PC-504) Buy Form

Exhibit 7D

- Application/Guardianship of Person with Intellectual Disability (Form PC-700) Buy Form

Exhibit 7E

- Petition for Voluntary Representation by Conservator (Form PC-301) Buy Form

Exhibit 7F

- Petition for Appointment of Conservator (Form PC-300) Buy Form

Exhibit 7G

- Physician’s Evaluation (Form PC-370) Buy Form

Exhibit 7H

- Petition/Appointment of Temporary Conservator (Form PC-302) Buy Form

Exhibit 7I

- Petition for Provisional Order of Transfer of Conservatorship to Other State (Form PC-304) Buy Form

Exhibit 7J

- Petition for Provisional Order Accepting Transfer of Conservatorship from Other State (Form PC-305) Buy Form

Chapter 08 expand

Debts of the Decedent

Buy Chapter

Heather J. Lange, Esq., Brody Wilkinson, PC.

Exhibit 8A

- Notice to Creditors (Form PC-234) Buy Form

Exhibit 8B

- Return of Claims and List of Notified Creditors (Form PC-237) Buy Form

Exhibit 8C

- Application/Declaration of Insolvent Estate (Form PC-204) Buy Form

Chapter 09 expand

Testate and Intestate Distributions

Buy Chapter

Brianna L. Marquis, Esq., Cummings & Lockwood

Exhibit 9A

- Per Stirpes Versus Per Capita Chart Buy Form

Exhibit 9B

- Degrees of Kindred Chart Buy Form

Chapter 10 expand

Real Estate Transfers and Sales

Buy Chapter

Ingi-Mai Loorand, Esq., Reid and Riege, PC

Exhibit 10A

- Connecticut Standard of Title 13.1 Buy Form

Exhibit 10B

- Notice for Land Records/Appointment of Fiduciary (Form PC 251) Buy Form

Exhibit 10C

- Application for Certificate Discharging Property Subject to Estate Tax Lien Buy Form

Exhibit 10D

- Petition for Certificate Releasing Liens (Form PC-205B) Buy Form

Exhibit 10E

- Application for Certificate Releasing Connecticut Estate Tax Lien Buy Form

Exhibit 10F

- Long Form Executor’s Deed Buy Form

Exhibit 10G

- Long Form Administrator’s Deed (Survivorship) Buy Form

Exhibit 10H

- Certificate of Devise, Descent, or Distribution (Form PC-250) Buy Form

Exhibit 10I

- Connecticut Standard of Title 13.3 Buy Form

Exhibit 10J

- Connecticut Standard of Title 13.2 Buy Form

Chapter 11 expand

Accounts

Buy Chapter

Kelley Galica Peck, Esq., Cummings & Lockwood

Exhibit 11A

- Waiver of Right to Hearing re: Account (Form PC-245) Buy Form

Exhibit 11B

- Decedent’s Estate Administration Account (Short Form) (Form PC-242) Buy Form

Exhibit 11C

- Financial Report: Decedent’s Estate (Form PC-246) Buy Form

Exhibit 11D

- Fiduciary’s Periodic or Final Account (Form PC-441) Buy Form

Exhibit 11E

- Sample Form of Receipt, Release, Waiver, and Indemnification Agreement Buy Form

Chapter 12 expand

Attorney Fees and Executor Fees for Estate Administration

Buy Chapter

David R. Hermenze, Esq., Brody Wilkinson, PC.

Exhibit 12A

- Sample Engagement Letter Buy Form

Exhibit 12B

- Sample Letter to an Executor Buy Form

Chapter 13 expand

Probate Court Fees

Buy Chapter

Gina M. Geary, Esq., Reid and Riege, PC
Katherine E. Mulry, Esq., Reid and Riege, PC

Exhibit 13A

- Request/Order Waiver of Fees (Petitioner) (Form PC-184) Buy Form

Exhibit 13B

- Request/Order Waiver of Fees (Other than Petitioner) (Form PC-184A) Buy Form

Exhibit 13C

- Petition/Extension of Time to Pay Probate Fees (Form PC-401) Buy Form

Chapter 14 expand

Chronology of Estate Administration

Buy Chapter

George L. Smith, Esq., Whitman Breed Abbott & Morgan LLC

Editor(s)

Author(s)