Product Description

Recent updates:

• Update: February 2021

  Dear Subscriber:

  Thank you for updating your library with the 2021 supplement to 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 2021 supplement include

  • the implementation of a new e-filing system, effective January 1, 2020, for probate petitions and other filings with the Connecticut Probate Court;

  • a recent case on the requirements for changing domicile;

  • an executive order, effective March 30, 2020, authorizing the remote signing of wills and specifying the procedures that must be followed by testators and their counsel to effect a valid signature;

  • recent case law on testamentary capacity and undue influence;

  • adoption of the Connecticut Uniform Trust Code, effective January 1, 2020, establishing a set of rules for creating, administering, and terminating trusts;

  • a recent case addressing the requirements for a self-proving affidavit;

  • updated exemption amounts for federal and Connecticut estate tax;

  • standards for evaluating the reasonableness of fee awards in probate matters;

  • updates and other revisions to the book's step-by-step chronology of estate administration; 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,

  John M. Lawlor, MCLE Publications Attorney

• Update: October 2018

  Dear Subscriber:

  Thank you for updating your library with the 2018 supplement to 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 2018 supplement include

  • updated procedures for initiating the administration or probate of an estate, including notice of hearing, waiver of notice, scheduling of a hearing, and special procedures for heirs who are members of one of the U.S. military services;

  • requirements for preparing an inventory of the estate, including guidance on handling particular types of assets, such as motor vehicles and bank accounts;

  • Superior Court cases addressing issues relating to fiduciaries, including
    • the court's discretionary power to remove a fiduciary;
    • the scope of the doctrine of virtual representation; and
    • amended statutory provisions governing the appointment of successor trustees;

  • application of the Connecticut Revised Uniform Access to Digital Assets Act and the Connecticut Uniform Power of Attorney Act;

  • a Superior Court case addressing when an insurer may contest payment under the decedent's life insurance policy;

  • caselaw on the power to surcharge a fiduciary in cases where the fiduciary's account is incomplete or incorrect; 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,

  John M. Lawlor, MCLE Publications Attorney

Table of Contents

Chapter 1 expand

Preprobate Considerations

Buy Chapter

Michael T. Clear, Esq., 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 2 expand

Probating the Will

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

Exhibit 2A

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

Exhibit 2B

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

Exhibit 2C

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

Exhibit 2D

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

Exhibit 2E

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

Exhibit 2F

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

Exhibit 2G

- Sample Affidavit Regarding Reciprocity Buy Form

Exhibit 2H

- Probate Bond (Form PC-480) Buy Form

Exhibit 2I

- General Waiver (Form PC-181) Buy Form

Exhibit 2J

- Self-Proving Affidavit Buy Form

Exhibit 2K

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

Chapter 3 expand

Probate of the Intestate Estate

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

Exhibit 3A

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

Exhibit 3B

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

Exhibit 3C

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

Exhibit 3D

- Domicile Declaration (DRS Form C-3) Buy Form

Exhibit 3E

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

Exhibit 3F

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

Exhibit 3G

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

Exhibit 3H

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

Chapter 4 expand

Inventory

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John R. Ivimey, Esq., Reid and Riege, PC
Barbara A. Taylor, Esq., Reid and Riege, PC

Exhibit 4A

- Inventory Form (Form PC-440) Buy Form

Chapter 5 expand

Removal, Resignation, and Death of Fiduciaries

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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 6 expand

Postmortem Planning

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Alfred R. Casella, Esq., Murtha Cullina LLP

Exhibit 6A

- Bibliography Buy Form

Chapter 7 expand

Guardians and Conservators

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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 8 expand

Debts of the Decedent

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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 9 expand

Testate and Intestate Distributions

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Patricia R. Beauregard, Esq., Cummings & Lockwood LLC

Exhibit 9A

- Per Stirpes v. Per Capita Chart Buy Form

Exhibit 9B

- Degrees of Kindred Chart Buy Form

Chapter 10 expand

Real Estate Transfers and Sales

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Amy L.Y. Day, Esq., McLaughlin & Stern LLP

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

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

Exhibit 10D

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

Exhibit 10E

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

Exhibit 10F

- Reserved

Exhibit 10G

- Application for Certificate Releasing Connecticut Estate Tax Lien Buy Form

Exhibit 10H

- Reserved

Exhibit 10I

- Long Form Executor’s Deed Buy Form

Exhibit 10J

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

Exhibit 10K

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

Exhibit 10L

- Connecticut Standard of Title 13.3 Buy Form

Exhibit 10M

- Connecticut Standard of Title 13.2 Buy Form

Chapter 11 expand

Accounts

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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

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

Exhibit 11F

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

Exhibit 11G

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

Chapter 12 expand

Attorney Fees and Executor Fees for Estate Administration

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David R. Hermenze, Esq., Hermenze & Marcantonio

Exhibit 12A

- Sample Engagement Letter Buy Form

Exhibit 12B

- Sample Letter to an Executor Buy Form

Chapter 13 expand

Probate Court Fees

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John R. Ivimey, Esq., Reid and Riege, PC
Barbara A. Taylor, 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—Respondent (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

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Patricia Lomartire, Smith & Grant LLP
George L. Smith, Esq., Smith & Grant LLP

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