Connecticut Probate Form PC-2107

Affidavit To Settle Full Estate (Rev. 10/21)

Everything you need to know about Connecticut Form PC-2107, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related CT probate forms.

Be the first to rate this form!
Hand holding a pen filling out the form
Purple Circle Background

About Affidavit To Settle Full Estate (Rev. 10/21)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Affidavit To Settle Full Estate (Rev. 10/21) is a commonly used form within Connecticut. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

View Form PC-2107

CT Form PC-2107, which may also referred to as Affidavit To Settle Full Estate (Rev. 10/21), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

Purple Circle Background

Atticus Fast Facts About Affidavit To Settle Full Estate (Rev. 10/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Affidavit To Settle Full Estate (Rev. 10/21):

  • This form pertains to the State of Connecticut

  • The current version of this form was last revised on October 1, 2021

  • The official Connecticut source for this form is here.

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form PC-2107 - Affidavit To Settle Full Estate (Rev. 10/21) up to date, certain details can change from time-to-time with little or no communication.

How to file Form PC-2107

Step 1 - Download the correct Connecticut form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Connecticut probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form PC-2107, take a break, and then review. Probate and estate settlement processes in CT are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form PC-2107 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form PC-2107 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Affidavit To Settle Full Estate (Rev. 10/21) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

Atticus DIY Probate & Estate Settlement App Image

Sponsored by Atticus App

Need help with Connecticut Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

When Affidavit To Settle Full Estate (Rev. 10/21) is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Connecticut.

5 reasons you should submit PC-2107 as quickly as possible:

  1. The sooner you begin, the faster Connecticut can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Connecticut. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Connecticut is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Connecticut probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Connecticut probate clerk or court for exact answers regarding Form PC-2107, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form PC-2107 Online

Affidavit To Settle Full Estate (Rev. 10/21) is one of the many probate court forms available for download through Atticus.

It may also be available through some Connecticut probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Connecticut.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PC-2107 - Affidavit To Settle Full Estate (Rev. 10/21) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Connecticut probate court office.

Affidavit To Settle Full Estate (Rev. 10/21) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Connecticut-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form PC-2107

CT Form PC-2107, which may also referred to as Affidavit To Settle Full Estate (Rev. 10/21), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

Purple Circle Background
Purple Lightbulb Icon

Did you know?

  • Form PC-2107 - Affidavit To Settle Full Estate (Rev. 10/21) is a probate form in Connecticut.

  • Connecticut has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Connecticut.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Connecticut, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Affidavit To Settle Full Estate (Rev. 10/21)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form PC-2107

Here’s the text, verbatim, that is found on Connecticut Form PC-2107 - Affidavit To Settle Full Estate (Rev. 10/21). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Affidavit to Settle Full Estate PC-2107 REV. 10/21 Affidavit to Settle Full Estate PC-2107 Page 1 of 3 RECEIVED Instructions: Probate Court Name District Number Estate of Hereinafter referred to as the decedent Fiduciary (List each fiduciary of the estate.) Position of Trust THE FIDUCIARY represents that: 1. The court granted: A petition to probate the last will and testament of the decedent dated __________________. A petition for administration of the estate of the decedent. 2. The decedent died owning no real estate, other than survivorship real estate, if any, in the state of Connecticut. The value of the solely owned personal property as of the date of death did not exceed $40,000. 3.The decedent died owning the following solely owned assets: ________________________________________________________________________________________________ Description of Asset Date of Death Value Total $ 1)An executor or administrator appointed by the Probate Court may use this form to settle a decedent’s estate that was opened as a full estate but has subsequently been determined to be eligible for settlement as a small estate under C.G.S. section 45a-273. This procedure may be used only if both of the following conditions are met: (a) the decedent had no solely owned real property, and (b) the total value of all of the decedent’s solely owned personal property at death did not exceed $40,000. 2)The fiduciary may submit this affidavit as a substitute for the inventory, return of claims and final financial report or account to complete the administration of the estate. If assets exceed debts, the fiduciary must submit a schedule of distribution or proposed distribution listing the fiduciary acquisition value and market value of the assets for distribution on a separate sheet. 3)If debts exceed assets, the fiduciary must also file a Petition/Declaration of Insolvent Estate, PC-204. 4)For more information, see C.G.S. section 45a-273 and Probate Court Rules of Procedure, sections 30.12 and 30.23. 5)Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. CONNECTICUT PROBATE COURTS Affidavit to Settle Full Estate PC -2107 REV. 10/21 Affidavit to Settle Full Estate PC-2107 Page 2 of 3 4. The expenses and claims are as follows: Expenses and Claims Creditor Amount (If already paid, state name of person who paid.) Funeral Expenses Administration Expenses (For example, probate and attorneys’ fees) Claims Due for Last Sickness Taxes Due the State of Connecticut or the United States Other Claims WHEREFORE, the fiduciary requests t he c ourt to excuse the requirement of the above documents required to settle the estate and approve the Affidavit to Settle Full Estate and the schedule of distribution or the proposed distribution to the beneficiaries of the estate, a copy of w hich is attached. Total from Continuation Pages Total of Expenses and Claims Estate off This affidavit is submitted in lieu of the inventory return of claims final financial report or account required to complete the administration of a full estate. CONNECTICUT PROBATE COURTS Affidavit to Settle Full Estate PC -2107 REV. 10/21 Affidavit to Settle Full Estate PC-2107 Page 3 of 3 CERTIFICATION I certify that a copy of this affidavit and schedule of distribution or proposed distribution, if any, was sent to the following persons as required by Probate Court Rules of Procedure, section 30.23: Name and Address Signature of Fiduciary or Attorney Date Type or Print Name Estate off Signature of Fiduciary Date Type or Print Name Title Signature of Fiduciary Date Type or Print Name Title The representations made in this affidavit are made under penalty of false statement. Check here if any of the addresses have changed.

Get Your Probate Forms

Need help finding the rest of your Connecticut Probate forms?

Atticus has probate and estate settlement forms for your State.

Comments

A fancy living room full of antiques and treasures
What To Do when Someone Dies - The 2022 Checklist

Losing a loved one isn't just hard emotionally, it also means filling out a ton of forms & paperwork. Here's what to do next.

Ben Hopf

Ben Hopf