Inventory (Rev. 4/18)

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.

Inventory (Rev. 4/18) 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 Inventory (Rev. 4/18)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Inventory (Rev. 4/18):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on April 1, 2018

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-440 - Inventory (Rev. 4/18) 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-440, 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-440 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-440 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 Inventory (Rev. 4/18) 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?

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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-440 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-440, and when in doubt— consult a qualified trust & estates lawyer for that area.

Inventory (Rev. 4/18) 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-440 - Inventory (Rev. 4/18) 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.

Inventory (Rev. 4/18) 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-440 - Inventory (Rev. 4/18). You can use this to get an idea of the context of the form and what type of information is needed.

C ONN EC TI C UT PROBATE COURTS Inventory PC-440 REV. 4/1 8 Inventory PC-440 Page 1 of 3 RECEIVED: Instructions: A fiduciary for an estate may use this form to file an inventory of the estate assets. The fiduciary is required to file an initial inventory within two months from the date of appointment. 1) DECEDENT’S ESTATES: List all solely owned assets, including fractional shares; use market value as of date of death. Do not include real property located outside the state of Connecticut, jointly owned property or property passing b y beneficiary designation. 4) CONSERVATORSHIPS AND GUARDIANSHIP OF ESTATES OF MINORS: List all property of the person under conservatorship or the minor, including fractional shares, along with the value of the conserved person’s or minor's interest; use market value as of date of appointment. Include jointly owned property, property passing by beneficiary designation, property in which the conserved person or minor has a beneficial interest (for example, trust property) and real property located o utside the state of Connecticut, as applicable. 5) 6) The fiduciary must send a copy of the inventory to each party and attorney and certify to the c ourt that a copy has been sent. ALL OTHER ESTATES: List property in the estate; use market value as of date of appointment. 8)For more information, see C.G.S. sections 45a-340 et seq. and 45a-655(a). 9)Type or print the form in ink. Use an additional sheet, or PC-180, if more space is needed. Probate Court Name District Number Estate of Date of Death, if Decedent’s Estate Fiduciary (Include position of trust.) Date of Appointment as Fiduciary INITIAL INVENTORY SUBSTITUTE OR CORRECTED SUPPLEMENTAL Net Value Description (a) REAL PROPERTY (Attach a complete copy of the recorded deed. Provide property address, decedent’s or respondent’s interest in the property, fair market value, balance of unpaid mortgage and net value of interest. I f u npaid mortgage i s higher than fair market value, net value is reported as zero.) 1. Real Property TESTAMENTARY TRUSTS: List trust property using acquisition value as defined in Probate Court Rules of Procedure, section 36.14 (a) (2). 3) 2) List real property (and attach a complete copy of the recorded deed) and personal property in the manner described. 7) CONNECTICUT P RO BA TE C OU R T S Inventory PC-440 REV. 4/18 Inventory PC-440 Page 2 of 3 Description Net Value 2. Bank Accounts (Provide name of financial institution and last four digits of the account number for each account.) 3. Stocks and Bonds (Provide description, number of s hares and value per s hare.) 4. Other Personal Property (Include description.) 5. Total from Additional Sheets Attached, if any TOTAL For Use in Conservatorship Matters (Voluntary or Involuntary) or Guardian of the Estate Matters Only 1. Real Property Located Outside Connecticut Description Total Market Value Conserved Person’s/Minor's Interest (b) PERSONAL PROPERTY 1. Motor Vehicle(s) (Provide year, make, model and vehicle identification number.) C ONN EC TI C UT PROBATE COURTS Inventory PC-440 REV. 4/18 Inventory PC-440 Page 3 of 3 The represe ntations contained herein are made under penalty of false statement. Signature of Fiduciary Type or Print Name Date Signature of Fiduciary Type or Print Name Date CERTIFICATION I hereby certify that I sent a copy of this inv entory to the following people as required by the Probate Court Rules of Procedure: Signature of fiduciary or attorney _________________________________________________________________ Type or Print Name: ______________________________________________________________________________________________________ Date: _________________________________ Jointly Owned Real and Personal Property and Beneficial Interests (for example, trust property). Description 2. Conserved Person’s/Minor's Interest Total Market Value