Connecticut Probate Form PC-201

Petition/ancillary Probate Of Will (Rev. 1/20)

Everything you need to know about Connecticut Form PC-201, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related CT probate forms.

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About Petition/ancillary Probate Of Will (Rev. 1/20)

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.

Petition/ancillary Probate Of Will (Rev. 1/20) 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 Petition/ancillary Probate Of Will (Rev. 1/20)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/ancillary Probate Of Will (Rev. 1/20):

  • This form pertains to the State of Connecticut

  • The current version of this form was last revised on January 1, 2020

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-201 - Petition/ancillary Probate Of Will (Rev. 1/20) up to date, certain details can change from time-to-time with little or no communication.

How to file Form PC-201

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-201, 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-201 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-201 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 Petition/ancillary Probate Of Will (Rev. 1/20) 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?

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When Petition/ancillary Probate Of Will (Rev. 1/20) 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-201 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-201, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form PC-201 Online

Petition/ancillary Probate Of Will (Rev. 1/20) 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-201 - Petition/ancillary Probate Of Will (Rev. 1/20) 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.

Petition/ancillary Probate Of Will (Rev. 1/20) 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.

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Did you know?

  • Form PC-201 - Petition/ancillary Probate Of Will (Rev. 1/20) 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 Petition/ancillary Probate Of Will (Rev. 1/20)

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-201

Here’s the text, verbatim, that is found on Connecticut Form PC-201 - Petition/ancillary Probate Of Will (Rev. 1/20). You can use this to get an idea of the context of the form and what type of information is needed.

Petition/Ancillary Probate of Will PC-201 R EV. 1/20 CONNECTICUT PROBATE COURTS Petition/Ancillary Probate of Will PC-201 Page 1 of 4 RECEIVED: 1)Any person may use this form to petition the court for probate of a will of a decedent and the appointment of an executor when the original will was previously admitted in another state. Each proposed fiduciary must sign the acceptance of trust. Attach an authenticated and exemplified copy of the will and the documents evidencing the admission of the will in the other state. If the will was not admitted in another state, or the decedent had no w ill, use Petition/Administration or Probate of Will, PC-200. 2)File this petition in a probate district meeting the requirements of C.G.S. section 45a-287. 3)Attach a copy of the decedent’s death certificate (redact social security number) and a State of Connecticut Domicile Affidavit, C-3 UGE (DRS form). Also file Confidential Sheet, PC-201CI, with the decedent’s confidential social security number. If the proposed fiduciary is not a Connecticut resident, also attach a completed Appointment of Probate Judge as Agent for Service by Non-Resident Fiduciary, PC-482. 4)Attach a complete statement of the property of the decedent located in Connecticut. 5)The petitioner must send a copy of this petition to each heir of the decedent and beneficiary under the will, along with a copy of the will and codicil, and certify to the court that a copy has been sent. 6)Contact the court regarding payment of newspaper notice publication. 7) Estate of (Include all names and initials under which any asset was held.) Hereinafter referred to as the decedent Date of Death Decedent’s Residence at Time of Death (Include full address.) Petitioner (Name and address) Surviving Spo use (Name and address. If there is no surviving spouse, so state.) Jurisdiction Based On: The decedent last resided in this district. The decedent has real or tangi ble personal property located in this district. The decedent has maintained bank accounts or evidence of other tangible personal property in this district. An executor or trustee nam ed in the will resides in this district or, in the case of a bank or trust company, has an office in this district. A cause of action in fav or of the decedent arose in this district, or a debtor of the decedent resides or has an office in this district. Instructions: For more information, see C.G.S. sections 45a-287 and 45a-288. Type or print in ink. File in duplicate. Use an additional sheet, or PC-180, if more space is needed. Probate Court Name District No. 8) Petition/Ancillary Probate of Will PC-201 REV. 1/20 CONNECTICUT PROBATE COURTS Estate of Petition/Ancillary Probate of Will PC-201 Page 2 of 4 Heirs, Beneficiaries and Trustees, if any. Indicate any person who is under age 18 and include date of birth, any person in the military service or any person under conservatorship or legal disability. C.G.S. sections 45a-436, 45a-438 and 45a- 439. Include the name, address and position of trust of the legal representative of any party. 1.Heirs (Names and addresses) Spouse Children Children of a deceased child If NO children or grandchildren, list surviving parents If NO spouse, children, grandchildren or parents, list brother(s) and sister(s) or children of any deceased brother or sister (Identify relationship to decedent.) If NONE of the above apply, please refer to C.G.S. section 45a-439(a)(3) and provide a family tree. 2.Beneficiaries under the will, including nominated testamentary trustees and inter vivos trustees. (List name and address and include paragraph in will where interest in the estate arises. It is not necessary to list the address if it is already listed above.) 3.Beneficiaries of testamentary trust(s) established under the will. (List name and address of each current beneficiary and presumptive remainder beneficiary and include paragraph in will where the interest in the trust arises. It is not necessary to list the address if it is already listed above. Probate Court Rules of Procedure sections 1.1(9) and 1.1(27).) Petition/Ancillary Probate of Will PC-201 REV. 1/20 CONNECTICUT PROBATE COURTS Estate of Petition/Ancillary Probate of Will PC-201 Page 3 of 4 The petitioner states that the following efforts have been made to identify or locate any person whose name and/or address is unknown. The petitioner represents that: No other petition for ancillary probate has been filed in the State of Connecticut. Did the decedent, or spouse or children of the decedent ever receive aid or care from the State of Connecticut? Yes No If yes, check appr opriate box(es): State of Connecticut Department of Veter ans’ Affairs. C.G.S. section 45a-355. (Rocky Hill facility) The petitioner has attached the duly authenticated and exemplified copy of the Last Will and Testament and codicils, if any, of the decedent dated _______________* and the record of the proceedings proving and establishing the same by a court of competent jurisdiction. The time for taking an appeal therefrom has has not expired, and no appeals are presently pending. WHEREFORE the petitioner requests that the copies be filed and recorded and that letters ancillary testamentary be issued to the fiduciary named below. The representations made in this petition are made under penalty of false statement. Signature of Petitioner Type or Print Name Date PROPOSED FIDUCIARY If appointed, I will accept the position of trust: Date: Signature of Proposed Fiduciary Type or Print Name Address Telephone Number Fiduciary is is not a resident of the State of Connecticut. Date: Signature of Proposed Fiduciary Type or Print Name Address Telephone Number Fiduciary is is not a resident of the State of Connecticut. Petition/Ancillary Probate of Will PC-201 REV. 1/20 CONNECTICUT PROBATE COURTS Estate of Petition/Ancillary Probate of Will PC-201 Page 4 of 4 Each of the undersigned represents that he or she has examined the petition and related documents and HEREBY WAIVES NOTICE OF HEARING upon the petition and has NO OBJECTION to the granting and approval thereof. (If space is insufficient, use General Waiver, PC-181. Please also type or print name.) Name: Name: Name: Name: Name: Name: CERTIFICATION * I certify that a copy of the will and codicil(s), if any, and this petition were sent to the following persons as provided in the Probate Court Rules of Procedure, sections 30.6(a) and 30.7: Name and Address Signature of Petitioner or Attorney Type or Print Name Date CERTIFICATE - EXISTENCE OF INTER VIVOS TRUST (Complete this section for trusts that are beneficiaries under the will.) This is to certify that the trust document for the ______________________________________ (Name of Trust) dated ____________ between _____________________________________________________ (Names) as grantors and ____________________________________________ (Names) as trustees, is in my/our possession, has been duly ex ecuted, and the trust is in full force and effect. The representations contained in this certificate are made under penalty of false statement. Signature of Current Trustee Type or Print Name Date Signature of Current Trustee Type or Print Name Date

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