A Practical Guide to Probate in Connecticut
A step-by-step guide through each stage of probate
- Product Number: 2236914WFM
- Publication Date: 12/19/2023
- Edition: 2nd Edition 2023
- Copyright: © 2023 MCLE, Inc.
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Product Description
Product Description
A comprehensive manual that clarifies issues and procedures that pertain to Connecticut probate practice. This book guides you through details you should address before appointment of a legal representative, settlement of the intestate estate, fundamentals of probating the will, replacement of fiduciaries, procedures for bringing claims, practical tips on postmortem planning, fiduciary and attorney fees, inventories, distributions, accounts, real estate transfers, debts of the decedent—and much more.
Recent updates:
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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
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Update: December 2023
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Table of Contents
Table of Contents
expand allChapter 01 expandPreprobate Considerations
Buy ChapterExhibit 1A
- Petition/Access to Safe Deposit Box to Obtain Will/Cemetery Deed (Form PC-203) Buy FormExhibit 1B
- Affidavit in Lieu of Probate of Will/Administration (Form PC 212) Buy FormExhibit 1C
- Affidavit for Filing Will Not Submitted for Probate (Form PC 211) Buy FormExhibit 1D
- Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy FormExhibit 1E
- Model Application for Temporary Administration Buy FormChapter 02 expandProbating the Will
Buy ChapterExhibit 2A
- Request for Order of Distribution (Form PC-212A) Buy FormExhibit 2B
- Petition/Administration or Probate of Will (Form PC-200) Buy FormExhibit 2C
- Certification/Mailing of Document by Party (Form PC-151) Buy FormExhibit 2D
- Beneficiaries Named in Will in Custody of Court That Has Not Been Submitted for Probate (Form PC-285) Buy FormExhibit 2E
- Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482) Buy FormExhibit 2F
- Sample Affidavit Regarding Reciprocity Buy FormExhibit 2G
- Probate Bond (Form PC-480) Buy FormExhibit 2H
- General Waiver (Form PC-181) Buy FormExhibit 2I
- Self-Proving Affidavit Buy FormExhibit 2J
- Affidavit in Proof of Will and/or Codicil (Form PC-210) Buy FormChapter 03 expandProbate of the Intestate Estate
Buy ChapterChapter 04 expandInventory
Buy ChapterChapter 05 expandRemoval, Resignation, and Death of Fiduciaries
Buy ChapterChapter 06 expandChapter 07 expandGuardians and Conservators
Buy ChapterExhibit 7A
- Standby Guardian Form Buy FormExhibit 7B
- Petition/Removal of Guardian (Form PC-500) Buy FormExhibit 7C
- Application/Appointment of Temporary Guardian (Form PC-504) Buy FormExhibit 7D
- Application/Guardianship of Person with Intellectual Disability (Form PC-700) Buy FormExhibit 7E
- Petition for Voluntary Representation by Conservator (Form PC-301) Buy FormExhibit 7F
- Petition for Appointment of Conservator (Form PC-300) Buy FormExhibit 7G
- Physician’s Evaluation (Form PC-370) Buy FormExhibit 7H
- Petition/Appointment of Temporary Conservator (Form PC-302) Buy FormExhibit 7I
- Petition for Provisional Order of Transfer of Conservatorship to Other State (Form PC-304) Buy FormExhibit 7J
- Petition for Provisional Order Accepting Transfer of Conservatorship from Other State (Form PC-305) Buy FormChapter 08 expandDebts of the Decedent
Buy ChapterChapter 09 expandTestate and Intestate Distributions
Buy ChapterChapter 10 expandReal Estate Transfers and Sales
Buy ChapterExhibit 10A
- Connecticut Standard of Title 13.1 Buy FormExhibit 10B
- Notice for Land Records/Appointment of Fiduciary (Form PC 251) Buy FormExhibit 10C
- Application for Certificate Discharging Property Subject to Estate Tax Lien Buy FormExhibit 10D
- Petition for Certificate Releasing Liens (Form PC-205B) Buy FormExhibit 10E
- Application for Certificate Releasing Connecticut Estate Tax Lien Buy FormExhibit 10F
- Long Form Executor’s Deed Buy FormExhibit 10G
- Long Form Administrator’s Deed (Survivorship) Buy FormExhibit 10H
- Certificate of Devise, Descent, or Distribution (Form PC-250) Buy FormExhibit 10I
- Connecticut Standard of Title 13.3 Buy FormExhibit 10J
- Connecticut Standard of Title 13.2 Buy FormChapter 11 expandAccounts
Buy ChapterExhibit 11A
- Waiver of Right to Hearing re: Account (Form PC-245) Buy FormExhibit 11B
- Decedent’s Estate Administration Account (Short Form) (Form PC-242) Buy FormExhibit 11C
- Financial Report: Decedent’s Estate (Form PC-246) Buy FormExhibit 11D
- Fiduciary’s Periodic or Final Account (Form PC-441) Buy FormExhibit 11E
- Sample Form of Receipt, Release, Waiver, and Indemnification Agreement Buy FormChapter 12 expandAttorney Fees and Executor Fees for Estate Administration
Buy ChapterChapter 13 expandProbate Court Fees
Buy ChapterChapter 14 expandChronology of Estate Administration
Buy Chapter - Editors & Authors