LexisNexis® Automated Connecticut Probate Court Forms

Publisher: Matthew Bender
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ISBN: 9780820556543
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This comprehensive collection of more than 200 forms includes all official Connecticut Probate Court forms as well as selected forms relevant to probate filings from the Connecticut Department of Revenue Service and the U.S. Internal Revenue Service. New and revised forms are provided regularly.

The repetitive typing, cutting, and pasting, and the increased chance of error that plague traditional methods of document preparation all disappear with HotDocs® document-assembly software. Simply enter case- or client-specific information once and HotDocs will insert it where relevant throughout the form. You will produce a signature-ready document in minutes. You can also save the information you have entered and use the saved answers to complete related forms. HotDocs will also compute many of the tax calculations automatically.

LexisNexis Automated Connecticut Probate Court Forms contains more than 200 forms using HotDocs Player.

Topics include:

Connecticut Probate Court Forms
•  General Forms
•  Decedents' Estates
•  Conservatorships
•  Fiduciary's Forms
•  Temporary Custody and Guardianship
•  Termination of Parental Rights, Appointment of Statutory Parent, and Adoption
•  Mentally Retarded
•  Mentally Ill
•  Miscellaneous Forms

Internal Revenue Service Forms
Connecticut Department of Revenue Service Forms
•  Estate Tax Forms
•  Trust and Estate Tax Forms
•  Gift Tax Forms

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Purchase price includes free training.

Table of Contents

Attorney and Court Intakes
Attorney Intake
Court Intake
Court Memorandum (Word)
Court Memorandum (WordPerfect)
New Case Information Form (Automated) (Word)
New Case Information Form (Automated) (WordPerfect)
New Case Information Form (Blank) (Word)
New Case Information Form (Blank) (WordPerfect)


General Forms
Attorney Invoice (CO-17A)
Conservator Invoice (CO-17C)
Marshall Invoice (CO-17M)
Information and Instructions: Designation of a Standby Guardian of a Minor
Requisition for Forms (PC-30)
Complaint Form (PC-41)
Application to Restore Right to Purchase, Possess or Transport a Firearm (PC-100)
Motion for Continuance (PC-101)
Authorization for the Release of Information (PC-150)
Certification/Mailing of Document by Party (PC-151)
Report of Court-Appointed Attorney (PC-170A)
Report of Court-Appointed Guardian Ad Litem (PC-170B)
Acceptance of Fiduciary Appointment (PC-171)
Second Sheet (PC-180)
Second Sheet (PC-180) (Word)
Second Sheet (PC-180) (WordPerfect)
General Waiver (PC-181)
Appearance of Attorney (PC-183)
Request/Order Waiver of Fees - Petitioner (PC-184)
Request/Order Waiver of Fees - Respondent (PC-184A)
Special Appearance of Servicemember (PC-188)
Motion and Agreement to Mediate (PC-1002)


Decedent Estates
Petition/Administration or Probate of Will (PC-200)
Application/Ancillary Probate of Will (PC-201)
Petition/Support Allowance (PC-202)
Petition/Access to Safe Deposit Box to Obtain Will/Cemetery Deed (PC-203)
Petition/Access Jointly Owned Assets in Safe Deposit Box (PC-203A)
Application/Declaration of Insolvent Estate (PC-204)
Petition for Certificate Releasing Liens (PC-205B)
Petition for Certificate Releasing Connecticut Succession and Estate Tax Liens (PC-205S)
Petition/Estate Examiner for Limited Purposes (PC-207)
Request/Recording Attachments to Connecticut Estate Tax Return (PC-208)
Affidavit in Proof of Will and/or Codicil (PC-210)
Affidavit for Filing Will Not Submitted for Probate (PC-211)
Affidavit in Lieu of Probate of Will/Administration (PC-212)
Request for Order of Distribution (PC-212A)
Affidavit of Closing of Estate (PC-213)
Second Sheet (PC-180) for PC-213 Separate Accounting (Word)
Second Sheet (PC-180) for PC-213 Separate Accounting (WordPerfect)
Notice to Creditors to Present Claims (PC-234)
Return of Claims and List of Notified Creditors (PC-237)
Cover Sheet/Administration Account/Decedent's Estate (PC-241)
Second Sheet (PC-180) for PC-241 Supporting Schedules (Word)
Second Sheet (PC-180) for PC-241 Supporting Schedules (WordPerfect)
Decedent's Estate Administration Account (Short Form) (PC-242)
Second Sheet (PC-180) for PC-242 Supporting Schedules (Word)
Second Sheet (PC-180) for PC-242 Supporting Schedules (WordPerfect)
Waiver of Right to Hearing Re: Financial Report (PC-244A)
Waiver of Right to Hearing Re: Account (PC-245)
Financial Report Decedent's Estate (PC-246)
Certificate of Devise, Descent or Distribution (PC-250)
Bond Waiver (PC-280)
Initial Acceptance of Trust/Testamentary Trustee (PC-284)
Beneficiaries Named in Will in Custody of Court That Has Not Been Submitted for Probate (PC-285)
Status Update Decedent's Estate (PC-286)
Acknowledgment of Specific Bequest (PC-287)


Conservatorships
Petition for Appointment of Conservator (PC-300)
Application for Appointment of Conservator Supplemental Form (PC-300A)
Application for Voluntary Representation by Conservator (PC-301)
Petition/Appointment of Temporary Conservator (PC-302)
Petition to Terminate Tenancy or Lease/Change Residence of Person Under Conservatorship (PC-303)
Petition for Provisional Order of Transfer of Conservatorship to Other State (PC-304)
Petition for Provisional Order Accepting Transfer of Conservatorship from Other States (PC-305)
Request to Register Out-of-State Conservatorship (PC-306)
Motion to Transfer File/Conservatorship Matter (PC-307)
Petition/Determination of Competency to Vote Re: Person under Conservatorship (PC-308)
Petition to Consent to Psychiatric Medication Treatment for Person with Psychiatric (PC-309)
Affidavit/Appointment of Commissioner of Social Services as Conservator (PC-310)
Notice of Intent to Register Conservatorship in Other State (PC-334)
Notice of Pending Petition for Appointment of Conservator of the Estate (PC-337)
Physician's Evaluation/Conservatorship (PC-370)
Conservator's Report (PC-371)
Conservator's Report and Petition for Placement in an Institution for Long-Term Care (PC-371A)
Psychologist's Evaluation/Conservatorship of Person with Intellectual Disability (PC-372)
Petition for Appointment of Conservator of the Estate for Non-Domiciliary Property (PC-3011)
Petition/Appointment of Special Limited Conservator with Authority to Consent (PC-3012)
Petition to Excuse Account/Title 19 Eligibility/Terminate Conservatorship of Estate (PC-3013)


Fiduciary
Application to Sell or Mortgage Real Property (PC-400)
Petition/Extension of Time to Pay Probate Fees (PC-401)
Verification Re: Restricted Account (PC-412)
Request Re: Withdrawal of Funds from Restricted Account (PC-413A)
Inventory (PC-440)
Fiduciary's Periodic or Final Account/Conservator/Guardian (PC-441)
Second Sheet (PC-180) for PC-441 Supporting Schedules (Word)
Second Sheet (PC-180) for PC-441 Supporting Schedules (WordPerfect)
Financial Report Conservator/Guardian (PC-442)
Schedule A: Proposed Distribution/Final Financial Report Conservator/Guardian (PC-442A)
Financial Report Trust (PC-443)
Schedule A: Proposed Distribution/Final Financial Report Trust (PC-443A)
Probate Bond (PC-480)
Appointment of Probate Judge as Agent for Service by Non-Resident Fiduciary (PC-482)
Appointment of Judge of Probate as Agent for Service by Attorney Pro Hac Vice (PC-482A)


Temporary Custody and Guardianship
Petition/Removal of Guardian (PC-500)
Petition/Immediate Temporary Custody (PC-501)
Petition/Temporary Custody (PC-502)
Application/Appointment of Guardian of the Estate (PC-503)
Petition/Appointment of Guardian of the Estate/Compromise of Claim (PC-503A)
Application/Appointment of Temporary Guardian (PC-504)
Petition/Appointment of Permanent Guardian (PC-505)
Petition/Reinstatement of Parent as Guardian of Minor (PC-506)
Motion to Transfer File/Guardianship of Person/Estate of a Minor (PC-507)
Petition/Appointment of Guardian Where Parents/Legal Guardians Are Deceased (PC-508)
Petition/Appointment of Coguardian of the Person of a Minor Child (PC-509)
Custodian's Affidavit Immediate Temporary Custody (PC-510)
Affidavit Re: Occurrence of Contingency for Appointment of Coguardian(s) of the Person (PC-511)
Physician's Certificate/Immediate Temporary Custody (PC-550)
Guardian's Report/Guardianship of the Person of a Minor (PC-570)
Agreement of Fiduciary(ies) Guardianship of a Minor's Estate (PC-571)
Receipt and Release of Guardian of Estate (PC-580)
Receipt of Information Re: Confidential Probate Proceedings (Children's Matters) (PC-581)
Receipt of Information Re: Confidential Probate Proceeding (Specific Children's Matter) (PC-582)
Resignation of Guardian or Temporary Custodian (PC-583)
Petition for Determination Re: Continuance of DCF Care of Child or Youth/Case Service (PC-5010)
Petition for Review of DCF Permanency Plan for Child or Youth (Voluntary) (PC-5011)
Request for Review/Modification of Visitation (PC-5012)


Termination of Parental Rights, Appointment of Statutory Parent, and Adoption
Petition/Termination of Parental Rights (PC-600)
Petition/Consent Termination of Parental Rights and Stepparent, Co-Parent or Relative (PC-601)
Application/Appointment of Statutory Parent/Termination (PC-602)
Application/Adoption (PC-603)
Petition and Agreement of Adult Adoption (PC-603A)
Application/Validation of Foreign Adoption (PC-604)
Petition/Determination of Age and Date of Birth of Adopted Person Born Outside County (PC-604A)
Petition/Information for Emergency Health or Medical Treatment (PC-606)
Petition for Order Directing Department of Public Health to Issue Original Birth Cert. (PC-607)
Application Re: Placement for Out-of-State Adoption (PC-608)
Petition/Special Immigrant Juvenile Findings Under 8 USC 1101 (PC-609)
Affidavit/Temporary Custody Removal, Termination or Adoption (PC-610)
Birth Mother's Financial Affidavit Identified Adoption (PC-611)
Adoptive Parents Financial Affidavit/Identified Adoption (PC-612)
Agency or Department Financial Affidavit/Identified Adoption (PC-613)
Waiver of Personal or Abode Service/Parental Rights Matter (PC-633)
Adoption Data Sheet (PC-680)
Agreement of Adoption (PC-681)
Affidavit Concerning Children (JD-FM-164)
Affidavit/Consent to Termination of Parental Rights (JD-JM-60)


Intellectual Disability
Petition/Guardianship of Person with Intellectual Disability (PC-700)
Application/Placement of Person with Intellectual Disability (PC-701)
Application/Sterilization of Adult (PC-702)
Motion to Transfer File/Guardianship of Person with Intellectual Disability (PC-703)
Petition/Determination of Competency to Vote Re: Person with Intellectual Disability (PC-705)
Assessment Team Evaluation: Guardianship of Person with Intellectual Disability (PC-770)
DDS Professional or Assessment Team Evaluation of Person Intellectual Disability (PC-770A)
Guardian's Report/Guardianship of Person with Intellectual Disability (PC-771)
Psychologist's Report/Placement of Person with Intellectual Disability (PC-772)
Panel Evaluation/Sterilization of Adult (PC-773)


Mentally Ill
Petition for Commitment of Mentally Ill Child (PC-800)
Petition for Involuntary Commitment of Person with Psychiatric Disabilities (PC-801)
Probable Cause Hearing Request (PC-802)
Petition for Involuntary Commitment/Alcohol and/or Drug Dependency (PC-803)
Petition for Involuntary Recommitment/Alcohol and/or Drug Dependency (PC-804)
Petition/Order Authorizing Shock Therapy for Patient with Psychiatric Disabilities (PC-805)
Petition for Release from Confinement (PC-806)
Request/Annual Review Hearing Involuntary Commitment of Person Psychiatric Disabilities (PC-807)
Physician's Certificate/Involuntary Commitment/Annual Review/Psychiatric Disabilities (PC-850)
Physician's Certificate/Involuntary Commitment/Alcohol and/or Drug Dependency (PC-852)
Physician's Evaluation/Commitment of Mentally Ill Child (PC-870)
Request for Probable Cause Hearing/Mentally Ill Child (PC-8008)
Petition for Termination of Involuntary Commitment/Alcohol and/or Drug Dependency (PC-8009)


Miscellaneous Forms
Application for Change of Name (Minor) (PC-900)
Application for Change of Name (Adult) (PC-901)
Petitioner/Judicial Commitment for the Treatment of Tuberculosis [No Prior Emergency Order] (PC-902)
Petition/Judicial Order Continuing Prior Emergency Commitment for Treatment of Tuberculosis (PC-903)
Petition/Judicial Order Enforcing Examination of Respondent for Tuberculosis (PC-904)
Petition/Emancipation of Minor (PC-905)
Petition for Order Authorizing Psychiatric Medication Treatment for Non-Consenting (PC-906)
Petition/Paternity Claim (PC-907)
Petition for Award of Custody of Remains of a Decedent (PC-908)
Petition for Order Authorizing DSS to Enter the Premises of an Elderly Person (PC-909)
Affidavit Re: Change of Name (Adult) (PC-910)
Affidavit Re: Change of Name (Minor) (PC-910A)
Marriage Waiver (PC-980)
Petition/Action on a Probate Bond (PC-9010)
Appeal of Order of Isolation, Quarantine or Vaccination (PC-9011)


Connecticut Department of Revenue Services Forms


General Forms
State of Connecticut Domicile Declaration (C-3 UGE)
Change of Resident Status - Special Accruals Connecticut Surety Bond Form (CT-12-717A)
Change of Resident Status - Special Accruals Other Acceptable Security Form (CT-12-717B)
Credit for Prior Year Connecticut Minimum Tax for Individuals, Trusts, Estates (CT-8801)
Change of Address (CT-8822)
Certificate Releasing Connecticut Succession and Estate Tax Liens (CT-792)
Application for Certificate Releasing Connecticut Estate Tax Lien (CT-4422 UGE)
Interest Rates on Underpayments and Overpayments of Succession and Transfer Taxes (C-106)
Tax Tables for Succession and Transfer Taxes (C-107)


Trust and Estate Income Tax Return Forms
Connecticut Income Tax Return for Trusts and Estates (CT-1041)
Fiduciary Adjustment Allocation (Schedule CT-1041B)
Connecticut Taxable Income Calculation (Schedule CT-1041C)
Estimated Connecticut Income Tax Payment Coupon for Trusts and Estates (CT-1041ES)
Application for Extension of Time to File Connecticut Income Tax Return (CT-1041 EXT)
Fiduciary Allocation (Schedule CT-1041FA)
Connecticut Alternative Minimum Tax Computation of Trusts or Estates (CT-1041 Schedule I)
Beneficiary's Share of Certain Connecticut Items (CT-1041 Schedule K-1)
Transmittal of Schedule CT-1041 K-1, Beneficiary's Share (CT-1041 Schedule K-1T)
Connecticut Electronic Filing Payment Voucher (CT-1041V)
Connecticut Income Tax Withholding (Schedule CT-1041WH)


Estate and Gift Tax Return Forms
Connecticut Estate and Gift Tax Return (CT-706/709)
Application for Estate and Gift Tax Return Filing Extension (CT-706/709 EXT)
Connecticut Estate Tax Return (for Nontaxable Estates) (CT-706 NT)
Application for Extension of Time for Filing Form CT-706 NT (CT-706 NT EXT)
Schedule CT-709 Farmland


Internal Revenue Service Forms


General Forms
Notice Concerning Fiduciary Relationship (56)
Life Insurance Statement (712)
Power of Attorney and Declaration of Representative (2848)
Declarations - Executor's Commissioner's and Attorney's Fees (4421)
Application for Certificate Discharging Property Subject to Estate Tax Lien (4422)
Request for Copy of Tax Return (4506)
Request for Transcript of Tax Return (4506-T)
Application for Extension of Time to File a Return and/or Pay U.S. Estate Taxes (4768)
Application for Automatic Extension of Time to File Certain Business Income Tax Returns (7004)
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (8332)
Tax Information Authorization (8821)
Entity Classification Election (8832)
Sales and Other Dispositions of Capital Assets (8949)
Information Regarding Beneficiaries Acquiring Property from a Decedent (8971)
Application for Employer Identification Number (SS-4)
Application for IRS Individual Tax Payer Identification Number (W-7)
Application for Taxpayer Identification Number for Pending U.S. Adoptions (W-7A)
Solicitud de Número de Identificación (W-7(SP))
Request for Taxpayer Identification Number and Certification (W-9)
IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal (W-12)


Trust and Estate Income Tax Return Forms
United States Income Tax Return for Estates and Trusts (1041)
United States Information Return Trust Accumulation of Charitable Amounts (1041-A)
Capital Gains and Losses (1041 Schedule D)
Estimated Income Tax for Estates and Trusts (1041-ES)
Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I)
Accumulation Distribution for Certain Complex Trusts (1041 Schedule J)
Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1)
United States Income Tax Return for Qualified Funeral Trusts (1041-QFT)
Allocation of Estimated Tax Payments to Beneficiaries (1041-T)
Payment Voucher (1041-V)


Estate Tax Return Forms
United States Estate (and Generation-Skipping Transfer) Tax Return (706)
United States Additional Estate Tax Return (706-A)
Certificate of Payment of Foreign Death Tax (706-CE)
Generation-Skipping Transfer Tax Return for Distribution (706-GS(D))
Notification of Distribution From a Generation-Skipping Trust (706-GS(D-1))
Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))
United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA)
United States Estate Tax Return for Qualified Domestic Trusts (706-QDT)


Gift Tax Return Forms
United States Gift (and Generation-Skipping Transfer) Tax Return (709)