A Practical Guide to Probate in Connecticut

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.

Chapter 01 - Preprobate Considerations

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)
Exhibit 1B - Affidavit in Lieu of Probate of Will/Administration (Form PC 212)
Exhibit 1C - Affidavit for Filing Will Not Submitted for Probate (Form PC 211)
Exhibit 1D - Petition/Estate Examiner for Limited Purpose (Form PC-207)
Exhibit 1E - Model Application for Temporary Administration

Chapter 02 - Probating the Will

Joseph A. Cipparone, Esq.,
Cipparone & Zaccaro PC
Exhibit 2A - Request for Order of Distribution (Form PC-212A)
Exhibit 2B - Petition/Administration or Probate of Will (Form PC-200)
Exhibit 2C - Certification/Mailing of Document by Party (Form PC-151)
Exhibit 2D - Beneficiaries Named in Will in Custody of Court That Has Not Been Submitted for Probate (Form PC-285)
Exhibit 2E - Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482)
Exhibit 2F - Sample Affidavit Regarding Reciprocity
Exhibit 2G - Probate Bond (Form PC-480)
Exhibit 2H - General Waiver (Form PC-181)
Exhibit 2I - Self-Proving Affidavit
Exhibit 2J - Affidavit in Proof of Will and/or Codicil (Form PC-210)

Chapter 03 - Probate of the Intestate Estate

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)
Exhibit 3B - Petition to Sell or Mortgage Real Property (Form PC-400)

Chapter 04 - Inventory

John Paul Callahan,
Reid and Riege, P.C.
Gina M. Geary, Esq.,
Reid and Riege, PC
Exhibit 4A - Inventory Form (Form PC-440)
Exhibit 4B - Inventory Form for Decedent’s Estates (Form PC-2407)

Chapter 05 - Removal, Resignation, and Death of Fiduciaries

Christopher S. Drew, Esq.,
Drew, Mersereau & Cohen, P.C.
Exhibit 5A - Sample Petition for Removal of Fiduciary
Exhibit 5B - Sample Affidavit of Request for Removal of Trustee and Waiver of Accounting
Exhibit 5C - Sample Declination of Service as Executor

Chapter 06 - Postmortem Planning

Alfred R. Casella, Esq.,
Murtha Cullina LLP
Exhibit 6A - Bibliography

Chapter 07 - Guardians and Conservators

Tatiana F. DaSilva,
Cohen and Wolf, PC
Greta E. Solomon, Esq.,
Cohen and Wolf, PC
Exhibit 7A - Standby Guardian Form
Exhibit 7B - Petition/Removal of Guardian (Form PC-500)
Exhibit 7C - Application/Appointment of Temporary Guardian (Form PC-504)
Exhibit 7D - Application/Guardianship of Person with Intellectual Disability (Form PC-700)
Exhibit 7E - Petition for Voluntary Representation by Conservator (Form PC-301)
Exhibit 7F - Petition for Appointment of Conservator (Form PC-300)
Exhibit 7G - Physician’s Evaluation (Form PC-370)
Exhibit 7H - Petition/Appointment of Temporary Conservator (Form PC-302)
Exhibit 7I - Petition for Provisional Order of Transfer of Conservatorship to Other State (Form PC-304)
Exhibit 7J - Petition for Provisional Order Accepting Transfer of Conservatorship from Other State (Form PC-305)

Chapter 08 - Debts of the Decedent

Heather J. Lange, Esq.,
Brody Wilkinson, PC.
Exhibit 8A - Notice to Creditors (Form PC-234)
Exhibit 8B - Return of Claims and List of Notified Creditors (Form PC-237)
Exhibit 8C - Application/Declaration of Insolvent Estate (Form PC-204)

Chapter 09 - Testate and Intestate Distributions

Brianna L. Marquis, Esq.,
Cummings & Lockwood
Exhibit 9A - Per Stirpes Versus Per Capita Chart
Exhibit 9B - Degrees of Kindred Chart

Chapter 10 - Real Estate Transfers and Sales

Ingi-Mai Loorand, Esq.,
Reid and Riege, PC
Exhibit 10A - Connecticut Standard of Title 13.1
Exhibit 10B - Notice for Land Records/Appointment of Fiduciary (Form PC 251)
Exhibit 10C - Application for Certificate Discharging Property Subject to Estate Tax Lien
Exhibit 10D - Petition for Certificate Releasing Liens (Form PC-205B)
Exhibit 10E - Application for Certificate Releasing Connecticut Estate Tax Lien
Exhibit 10F - Long Form Executor’s Deed
Exhibit 10G - Long Form Administrator’s Deed (Survivorship)
Exhibit 10H - Certificate of Devise, Descent, or Distribution (Form PC-250)
Exhibit 10I - Connecticut Standard of Title 13.3
Exhibit 10J - Connecticut Standard of Title 13.2

Chapter 11 - Accounts

Kelley Galica Peck, Esq.,
Cummings & Lockwood
Exhibit 11A - Waiver of Right to Hearing re: Account (Form PC-245)
Exhibit 11B - Decedent’s Estate Administration Account (Short Form) (Form PC-242)
Exhibit 11C - Financial Report: Decedent’s Estate (Form PC-246)
Exhibit 11D - Fiduciary’s Periodic or Final Account (Form PC-441)
Exhibit 11E - Sample Form of Receipt, Release, Waiver, and Indemnification Agreement

Chapter 12 - Attorney Fees and Executor Fees for Estate Administration

David R. Hermenze, Esq.,
Brody Wilkinson, PC.
Exhibit 12A - Sample Engagement Letter
Exhibit 12B - Sample Letter to an Executor

Chapter 13 - Probate Court Fees

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)
Exhibit 13B - Request/Order Waiver of Fees (Other than Petitioner) (Form PC-184A)
Exhibit 13C - Petition/Extension of Time to Pay Probate Fees (Form PC-401)

Chapter 14 - Chronology of Estate Administration

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

Author(s)

Editor(s)

Peter T. Mott, Esq.,
Brody Wilkinson PC, Southport

Alyssa V. Sherriff, Esq.,
Brody Wilkinson, PC., Southport

Author(s)

John Paul Callahan, Esq.,
Reid and Riege, PC, Hartford

Alfred R. Casella, Esq.,
Murtha Cullina LLP, Hartford

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

Michael T. Clear, Esq.,
Wiggin & Dana, LLP, Stamford

Tatiana F. DaSilva,
Cohen and Wolf, PC, Bridgeport

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

James J. Flaherty, Jr., Esq.,
Chipman Mazzucco Emerson, Southbury

Gina M. Geary, Esq.,
Reid and Riege, PC, Hartford

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

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

Leonard Leader, Esq.,
Wiggin & Dana, LLP, Stamford

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

Marion B. Manzo, Esq.,
Gager, Bower & Scalzo LLP, Southbury

Brianna L. Marquis, Esq.,
Cummings & Lockwood, West Hartford

Katherine E. Mulry, Esq.,
Reid and Riege, PC, Hartford

Kelley Galica Peck, Esq.,
Cummings & Lockwood, West Hartford

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

Greta E. Solomon, Esq.,
Cohen and Wolf, PC, Bridgeport

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