Decedent’s Estate Administration Account (Short Form) (Rev. 7/19)

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.

Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) 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:

Atticus Fast Facts About Decedent’s Estate Administration Account (Short Form) (Rev. 7/19)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Decedent’s Estate Administration Account (Short Form) (Rev. 7/19):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on July 1, 2019

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 Connecticut’s Form PC-242 - Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) up to date, certain details can change from time-to-time with little or no communication.

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-242, 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-242 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-242 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 Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) 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.

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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-242 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-242, and when in doubt— consult a qualified trust & estates lawyer for that area.

Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) 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-242 - Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) 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.

Decedent’s Estate Administration Account (Short Form) (Rev. 7/19) 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.

Here’s the text, verbatim, that is found on Connecticut Form PC-242 - Decedent’s Estate Administration Account (Short Form) (Rev. 7/19). You can use this to get an idea of the context of the form and what type of information is needed.

Decedent’s Estate Administration Account (Short Form) PC-242 REV. 7/19 CONNECTICUT PROBATE COURTS Decedent’s Estate Administration Account (Short Form) PC-242 Page 1 of 3 RECEIVED: Instructions: 1) A fiduciary may use this form to account for a decedent’s estate unless the court has ordered the fiduciary to account for income and principal separately, or Probate Court Rules of Procedure, section 38.1 requires a separate principal and income accounting. 2)Report all assets at fiduciary acquisition value unless otherwise indicated. See Probate Court Rules of Procedure, section 36.14. 3)Attach supporting schedules as required under Probate Court Rules of Procedure, section 38.2(d). 4)The fiduciary must send a copy of this account to each party and attorney and certify to the court that a copy has been sent. 5)For further information, see C.G.S. section 45a-175 et seq. and Probate Court Rules of Procedure, rules 36 through 38. 6)Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. Probate Court Name District Number Estate of Hereinafter referred to as the decedent Fiduciary (Name, address and telephone number of each fiduciary) Position of Trust The fiduciary represents that: 1)The following is a true and complete account of all assets of the decedent’s estate and the fiduciary’s receipts, payments and distributions. 2)All funeral expenses, taxes, administration expenses and all claims against the estate allowed by the fiduciary are shown below and have been fully paid, and there are no claims now outstanding against the estate. 3)All supporting records for this account have been retained as required by Probate Court Rules of Procedure, section 36.13, and the records are available for review upon request. ASSETS AND INCOME RECEIVED BY FIDUCIARY Total amount reported on the inventory as on file Total amount of additional assets received [Attach schedule.] Cash advanced to the estate by Does the person who advanced funds expect reimbursement? Yes No Income received [Attach schedule.] Gains realized on the sale of assets [Attach schedule; if real property has been sold, attach settlement statement from closing in addition to schedule.] Adjustments increasing fiduciary acquisition value [Attach schedule.] Total assets and income received by fiduciary: Decedent’s Estate Administration Account (Short Form) PC-242 REV. 7/19 CONNECTICUT PROBATE COURTS Estate of Decedent’s Estate Administration Account (Short Form) PC-242 Page 2 of 3 PAYMENTS AND DISTRIBUTIONS BY FIDUCIARY Funeral expenses Administration expenses [Attach schedule.] Total amount of allowed claims as reported on PC-237, Return of Claims and List of Notified Creditors that were paid by the fiduciary Losses realized on the sale of assets [Attach schedule; if real property has been sold, attach settlement statement from closing in addition to schedule.] Adjustments decreasing fiduciary acquisition value [Attach schedule.] Distributions already made to heirs or beneficiaries [Attach schedule of distributions at fiduciary acquisition value and fair market value.] Assets on hand [Attach schedule of assets on hand at fiduciary acquisition value and fair market value and schedules showing proposed distribution and reserve.] Total payments and distributions by fiduciary: CASH RECONCILIATION Cash reported on inventory or last account Income Additional cash receipts Proceeds from sale of assets Other cash transactions Total cash received by fiduciary: Funeral expenses Administration expenses Claims paid Distributions Other cash transactions Cash on hand Total cash payments and distributions by fiduciary: WHEREFORE each fiduciary requests that the court approve this account, approve and order distribution in accordance with the schedule of proposed distribution attached hereto, and release each fiduciary from liability with respect to all items shown in this account. The representations made in this account are made under penalty of false statement. Signature of Fiduciary Signature of Fiduciary Type or Print Name Type or Print Name Date Date Decedent’s Estate Administration Account (Short Form) PC-242 REV. 7/19 CONNECTICUT PROBATE COURTS Estate of Decedent’s Estate Administration Account (Short Form) PC-242 Page 3 of 3 CERTIFICATION I certify that a copy of this account was sent to the following persons as provided in the Probate Court Rules of Procedure, section 30.12: Name and Address Signature of Fiduciary or Attorney Type or Print Name Date