Petition/estate Examiner For Limited Purpose (Rev. 8/19)

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.

Petition/estate Examiner For Limited Purpose (Rev. 8/19) 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 Petition/estate Examiner For Limited Purpose (Rev. 8/19)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/estate Examiner For Limited Purpose (Rev. 8/19):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on August 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-207 - Petition/estate Examiner For Limited Purpose (Rev. 8/19) 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-207, 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-207 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-207 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/estate Examiner For Limited Purpose (Rev. 8/19) 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.

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-207 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-207, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition/estate Examiner For Limited Purpose (Rev. 8/19) 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-207 - Petition/estate Examiner For Limited Purpose (Rev. 8/19) 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.

Petition/estate Examiner For Limited Purpose (Rev. 8/19) 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-207 - Petition/estate Examiner For Limited Purpose (Rev. 8/19). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Petition/Estate Examiner for Limited Purpose PC-207 REV. 8/19 Petition/Estate Examiner for Limited Purpose PC-207 Page 1 of 2 RECEIVED: Instructions: 1) A person interested in an estate of a deceased person may use this form to request authority: a) to obtain financial information for the limited purpose of determining whether the estate may be settled as a small estate u nder C.G.S. section 45a-273; b) to obtain medical and/or financial information for the limited purpose of investigating a potential cause of action of the estate, surviving spouse, children, heirs or other dependents of the deceased person or a potential claim for benefits under a worker’s compensation act, an insurance policy or other benefits in favor of the estate, surviving spouse, children, heirs or other dependents of the deceased person. An estate examiner appointed by the court has access to information but has no authority over the assets of the deceased person. 2) The petition, with the copy of the death certificate, should be filed in the court for the probate district having jurisdiction over the estate of the deceased. Also file Confidential Sheet, PC-207CI, with the decedent's confidential social security number. For more information, see C.G.S. section 45a-317a. Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. 3) 4) Probate Court Name District Number Estate of Date of Death Date of Petition Petitioner (Name, address and telephone number) Petitioner’s re lationship to deceased person Names and Addresses of Each Heir and Other Dependents of the Deceased Person. (Indicate any person who is under conservatorship, legal disability or in the military serv ice. C.G.S. sections 45a-436, 45a-438, 45a-439.) Spouse: Children:(Include date of birth of any child under the age of 18.) Children of a deceased child:(Include date of birth of any child under the age of 18.) The decedent’s surv iving parents (if no children or grandchildren): The decedent’s brothers and sister(s) (if no spouse, children, grandchildren or parents): Decedent's Residence at Time of Death (Full address) Jurisdiction Based On: Domicile in District (Explain If different from residence) Other(Explain) CONNECTICUT PROBATE COURTS Petition/Estate Examiner for Limited Purpose PC-207 REV. 8/19 Petition/Estate Examiner for Limited Purpose PC-207 Page 2 of 2 Other dependents of the decedent: THE PETITIONER REPRESENTS THAT: He or she is a person interested in the estate of the deceased and: Has a need to obtain financial information concerning the deceased person for the limited purpose of determining whether the estate may be settled as a small estate under C.G.S. section 45a-273. Identify any financial institutions in which the decedent may have had assets: Has a need to o btain financial medical information concerning the deceased person for the limited purpose of investigating a potential cause of action of the estate, surviving spouse, children, heirs or other dependents of the deceased person. Provide the nature of the cause of action and the type and location of the financial and/or medical information sought: Has a need to obtain financial medical information concerning the deceased person for the limited purpose of investigating a potential claim for the benefits under a workers’ compensation act, an insurance policy or other benefits in favor of the estate, surviving spouse, children, heirs or other dependents of the deceased person. Provide the nature of the c laim and the type and location of the financial and/or medical information sought: THE PETIT IONER REQUESTS THAT t he court appoint an estate examiner for the limited purpose stated above. The representations made in this petition are made under penalty of false statement. Signature of Petitioner Date Proposed Estate Examiner If appointed, I will accept the position of estate examiner for the limited purposes set forth above. I FURTHER ACKNOWLEDGE THAT IF APPOINTED, I WILL HAVE NO AUTHORITY OVER ASSETS OF THE DECEASED PERSON. Signature Type or Print Name Address Telephone Number Each of the undersigned represents that he or she has examined the petition and WAIVES NOTICE OF HEARING on the petition and has NO OBJECTION to the granting and approval of the petition. (If space is insufficient, use General Waiver, PC-181.) Signature Type or Print Name Signature Type or Print Name Signature Type or Print Name