Petition/appointment Of Temporary Conservator (Rev. 1/21)

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.

Petition/appointment Of Temporary Conservator (Rev. 1/21) 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:

Atticus Fast Facts About Petition/appointment Of Temporary Conservator (Rev. 1/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/appointment Of Temporary Conservator (Rev. 1/21):

• This form pertains to the State of Connecticut

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

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-302 - Petition/appointment Of Temporary Conservator (Rev. 1/21) 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-302, 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-302 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-302 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/appointment Of Temporary Conservator (Rev. 1/21) 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.

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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-302 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-302, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition/appointment Of Temporary Conservator (Rev. 1/21) 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-302 - Petition/appointment Of Temporary Conservator (Rev. 1/21) 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.

Petition/appointment Of Temporary Conservator (Rev. 1/21) 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.

Here’s the text, verbatim, that is found on Connecticut Form PC-302 - Petition/appointment Of Temporary Conservator (Rev. 1/21). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Petition/Appointment of Temporary Conservator PC-302 REV. 1/21 Petition/Appointment of Temporary Conservator PC-302 Page 1 of 5 RECEIVED: Instructions: 1) Any adult person may use this form to petition for the appointment of a temporary conservator of another adult person in an emergency. The petitioner must allege that the respondent is incapable of managing his or h er finances (for an appointment of a conservator of the estate) and/or incapable of caring for him or herself (for an appointment of a conservator of the person). The petitioner must also allege that immediate and irreparable harm to the respondent will result if a temporary conservator is not appointed. 2)If the petition is for the appointment of a conservator of the estate, complete Part A. If the petition is for the appointment of a conservator of the person, complete Part B. The person submitting this form must also c omplete Part C. 3)The petition must be filed in the probate district in which the respondent resides, is domiciled or is located at the time the petition is filed. A report by a physician who has examined the respondent not more than 3 days before the filing of the petition must accompany the petition, unless the respondent has refused to be examined. Also file Confidential Sheet, PC-302CI, w ith the respondent’s confidential social security number. 4)The petitioner may request that the court issue a decree without notice and a hearing (ex parte) if the petitioner believes that the delay resulting from giving notice will cause immediate and irreparable harm. If the court appoints a temporary conservator ex parte, the court must conduct a hearing to confirm or revoke the ex parte appointment. 5)If the petitioner is seeking the appointment of a conservator who would have the authority to consent to the administration of involuntary medication for the treatment of the respondent’s psychiatric illness, th e petitioner should also submit PC-309, Petition/Authority to Consent to Psychiatric Medication Treatment of Patient with Psychiatric Disabilities. 6)Any appointment of a temporary conservator expires 30 days after the date of appointment, unless the following documents have been filed in court prior to the expiration of the 30-day period: (a)Petition/Involuntary Appointment of Conservator, PC-300 and (b) a written request to extend the appointment of the temporary conservator. 7)Contact the court regarding payment of service of process fees. 8)For more information, see C.G.S. section 45a-654. 9)Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. Probate Court Name District Number In the Matter of Hereinafter referred to as the respondent Respondent’s Date of Birth Spouse (Name, address and telephone number) Petitioner (Name, address and telephone number) Petitioner’s Relationship to Respondent Respondent’s Residence Address Respondent’s Domicile Address (If different) Respondent’s Present Address (If different) Petition/Appointment of Temporary Conservator PC-302 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Appointment of Temporary Conservator PC-302 Page 2 of 5 Other Persons to Whom Notice Should be Given: Spouse (if not the petitioner), the respondent’s children, and if none, the respondent’s parents, and, if none, the respondent’s brothers and sisters or their representatives, and if none, the respondent’s next of kin and other i nterested parties (List names, addresses and relationships to respondent. C.G.S. section 45a-649. Indicate any person who is a minor, in the military service or under conservatorship or legal disability. Include the name, address and position of trust of the legal representative of any party.) The petitioner states that the following efforts have been made to identify or locate any p erson whose name and/or address is unknown. The petitioner represents that the mental, emotional and/or physical condition that prevents the respondent from performing the necessary and proper functions for his or her well-being is as follows: (Describe briefly.) Part A - Temporary Conservator of the Estate The condition described above results in the respondent being unable to receive and evaluate information or make or communicate decisions to such an extent that the person is unable, even with appropriate assistance, to perform the following functions inherent in managing his or her financial affairs: Immediate and irreparable harm to the financial or legal affairs of the respondent will result if a temporary conservator of the estate is not appointed. Explain. Be specific. Petition/Appointment of Temporary Conservator PC-302 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Appointment of Temporary Conservator PC-302 Page 3 of 5 The appointment of a temporary conservator of the estate is the least restrictive means available to prevent the harm. The petitioner represents that the respondent has executed a power of attorney and that a copy has been provided to the court. (Provide name and address of person appointed.) The petitioner represents that the respondent owns real property located at: Part B - Temporary Conservator of the Person The condition described above results in the respondent being unable to receive and evaluate information or make or communicate decisions to such an extent that the person is unable, even with appropriate assistance, to meet the following essential requirements for personal needs: Immediate and irreparable harm to the mental or physical health of the respondent will result if a temporary conservator of the person is not appointed. Explain. Be specific. The appointment of a temporary conservator of the person is the least restrictive means available to prevent the harm. The petitioner further represents that the respondent has executed the following documents (check all that apply) and that a copy of each document has been provided to the court: Living will. (Provide name and address of person appointed.) Appointment of a health care representative. (Provide name and address of person appointed.) Appointment of a health care agent. (Provide name and address of person appointed.) Power of attorney for health care decisions. (Provide name and address of person appointed.) Petition/Appointment of Temporary Conservator PC-302 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Appointment of Temporary Conservator PC-302 Page 4 of 5 Explain why these arrangements for the management of respondent’s financial or personal affairs are not adequate: Part C - Must be completed by All petitioners The petitioner further represents (check all that apply): The respondent has been physically present in Connecticut for at least six consecutive months before the filing of the petition, including any periods of temporary absence. If not, attach completed form PC-300A. A conservator or guardian has been appointed for the respondent in another state or Connecticut probate district. If so, indicate the appointing court: There is a proceeding pending for the appointment of a conservator or guardian in another state or Connecticut probate district. If so, indicate the court in which the proceeding is pending: The respondent has designated a conservator as provided by C.G.S. section 45a-645. If so, include name and address. If unknown, so state. If the respondent has designated a conservator, and the proposed conservator named herein is not the designated conservator, explain by separate document. List other means of management of the respondent’s financial or personal affairs, not including the appointment of a conservator, that have been considered: The petitioner further represents that the respondent (check all that apply): Is a patient in a hospital or institution. C.G.S. section 45a-649. Is in an institution for persons with psychiatric disabilities in this state. Is able to request or obtain an attorney. C.G.S. section 45a-649. Is able to pay for t he services of an attorney. If not, submit Request/Order-Waiver of Fees, PC-184A. WHEREFORE the petitioner requests that: temporary conservator of the estate temporary conservator of the person for the respondent. The court appoint a T he court make the appointment without notic e and hearing (ex parte) because the delay resulting from giving notice will cause immediate and irreparable harm. Petition/Appointment of Temporary Conservator PC-302 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Appointment of Temporary Conservator PC-302 Page 5 of 5 The representations made in this petition are made under penalty of false statement. S ignature of Petitioner Type or Print Name Date PROPOSED TEMPORARY CONSERVATOR If appointed, I will accept the position of trust: Signature of Proposed Temporary Conservator Date: Type or Print Name Temporary Conservator of Person Estate Address Telephone Number Proposed Temporary Conservator is is not a resi dent of the State of Connecticut.