Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19)

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.

Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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 Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on January 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-771 - Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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-771, 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-771 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-771 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 Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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-771 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-771, and when in doubt— consult a qualified trust & estates lawyer for that area.

Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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-771 - Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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.

Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19) 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-771 - Guardian's Report/guardianship Of Person With Intellectual Disability (Rev. 1/19). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Guardian’s Report/ Guardianship of Person With Intellectual Disability PC-771 REV. 1/19 CONFIDENTIAL Guardian’s Report/Guardianship of Person with Intellectual Disability PC-771 Page 1 of 2 RECEIVED: Instructions: 1) A guardian of the person of an adult with intellectual disability may use this form to report to the Probate Court at least annually on the condition of the person under guardianship. 2) The guardian should respond to every question. If a question does not apply, the guardian may indicate “Not Applicable” or “N/A.” 3)F or more information, see C.G.S. sections 45a-677 (f) and 45a-681 (c). 4)Type or print the form in ink. Use a separate sheet, or PC-180, Second Sheet, if more space is needed. Probate Court Name District Number In the Matter of Hereinafter referred to as the protected person Present Address and Telephone Number of the Protected Person Plenary/Limited Guardian of the Person (Name, address and telephone number of each guardian) Standby Plenary/Limited Guardian of the Person (N ame, address and telephone number of each guardian) The guardian’s report is being filed for the following reason: Annual report Significant change in protected person’s capacity to meet essential requirements for physical health or safety Court-ordered report Plenary/Limited guardian has resigned or been removed St atutory review of guardianship The guar dianship has been terminated. Please respond to the following questions for the period since the last guardian’s report was filed in court, or if this is the first report, since your appointment as guardian. 1.Describe the significant changes in the capacity of the protected person to meet the essential requirements for physical health or safety. 2.List the services being provided to the protected person. Indicate whether they meet the protected persons’ needs and the relationship of the services to the individual guardianship plan. CONNECTICUT PROBATE COURTS Guardian’s Report/ Guardianship of Person With Intellectual Disability PC-771 REV. 1/19 CONFIDENTIAL Guardian’s Report/Guardianship of Person with Intellectual Disability PC-771 Page 2 of 2 3.Describe any significant actions you have taken regarding the protected person. 4.Describe any significant problems that have arisen relating to the guardianship. 5.List any other factors that you believe should be considered by the Probate Court. In my opinion, the guardianship should be continued modified terminated. State reason for your answer: S ignature of Guardian of the Person Type or Print Name Date S ignature of Guardian of the Person Type or Print Name Date