Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21)

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/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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/guardianship Of Person With Intellectual Disability (Rev. 4/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on April 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-700 - Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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-700, 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-700 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-700 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/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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-700 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-700, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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-700 - Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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/guardianship Of Person With Intellectual Disability (Rev. 4/21) 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-700 - Petition/guardianship Of Person With Intellectual Disability (Rev. 4/21). 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/Guardianship of Person with Intellectual Disability PC-700 REV. 4/21 CONFIDENTIAL RECEIVED: Instructions: 1) Any adult person may use this form to petition for the appointment of a guardian of the person of an adult 4) Probate Court Name District Number Persons to whom notice should be given: respondent; respondent’s spou se and parents (if any); respondent’s children (if any); respondent’s siblings or their representatives (if any and if respondent has no living parents); person in charge of the institution where the respondent currently resides (if applicable); attorney for the respondent (if any); and any other persons having an interest in the respondent. (List names, addresses and relationships to respondent.) C .G.S. section 45a-671. In th e M atter of Respondent’s Date of Birth Address and telephone number where respondent resides (Name and address of institution, if applicable) Petitioner (Name, address and telephone number Relationship to Respondent Petition/Guardianship of Person with Intellectual Disability PC-700 Page 1 of 3 Address and telephone number where respondent is domiciled (if different) Address and telephone number where respondent is located at time of filing (if different) Hereinafter referred to as the respondent 7) with intellectual disability. “Intellectual disability” is defined in C.G.S. section 1-1g, as “a significant limitation in intellectual functioning existing concurrently with deficits in adaptive behavior that originated during the developmental period before eighteen years of age.” A significant limitation in intellectual functioning” is defined as an intelligence quotient (“IQ”) more than two standard deviations below the mean, as measured by standard tests of general intellectual functioning. This means that the person’s IQ must be 69 or less. The person for whom appointment of a guardian of the person is being requested is referred to as the respondent. A person with intellectual disability for whom a guardian is appointed is referred to as a protected person. The petition should be filed in the court for the probate district where the respondent resides, is domiciled or is located at the time the petition is filed. The court will make arrangements for the respondent to be personally served by a state marshal, constable or indifferent person. Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. 5) 6) Contact the court regarding payment of service of process fees. For more information, see C.G.S. section 45a-669, et. seq. If the petitioner is seeking the appointment of a guardian to manage the respondent's finances, the petitioner should also submit PC-7007, Petition/Authority to Manage Finances of a Protected Person. 3) 2) CONNECTICUT PROBATE COURTS Petition/Guardianship of Person with Intellectual Disability PC-700 REV. 4/21 The petitioner repres ents that: is is not a plenary guardian, limited guardian or conservator for the respondent in any jurisdiction. The respondent has an IQ of 69 or less. The respondent, by reason of the severity of his or her intellectual disability, is able to do some, but not all, of the tasks necessary to meet essential requirements for his or her physical health or safety or to make some, but not all, informed decisions about matters related to his or her care. (LIMITED GUARDIANSHIP) The respondent, by reason of the severity of his or her intellectual disability, is totally unable to meet essential requirements for his or her physical health or safety and totally unable to make informed decisions about matters related to his or her care. (PLENARY GUARDIANSHIP) Please choose the areas in which the respondent requires assistance (check all that apply): residence outside the natural family home; specifically designed educational, vocational, or behavioral programs; the release of clinical records and photographs; routine, elective and emergency medical and dental care; other specific limited serv ices necessary to develop or regain to the maximum extent possible the respondent's capacity to meet essential requirements. A plenary guardian will be given all of the above powers; a limited guardian will be given only those powers deemed necessary by the court. C.G.S. section 45a-677. Plenary and limited guardians also have a duty to assure the care and comfort of the respondent within the scope of t heir appointment and within the limitations of the resources available to the respondent, either through the respondent's own income and assets or through public or private assistance. plenary guardian(s) of the person for In the event that the appointed guardian dies, becomes incapable or renounces the guardianship, the petitioner also requests that the court appoint a standby limited plenary guardian(s) of the person for the respondent. C.G.S. section 45a-680. The representations made in this petition are made under penalty of false statement. Petition/Guardianship of Person with Intellectual Disability PC-700 Page 2 of 3 CONFIDENTIAL The respondent: isis nonott ableable t to o atteattend nd a hearing ata hearing at t the court.he court. is The respondent: isis nonott ableable t too pay pay for for the the services services of of an an attorneyattorney.. If not, submit Request/Order - Waiver of Fees (Other than Petitioner), PC-184A. There is If so, list status, location, court and date of decree in the space below. limited WHEREFORE THE PETITIONER REQUESTS that the court appoint a the respondent. In the Matter of Signature of Petitioner Type or Print Name Date Proposed Standby Guardian is Proposed Standby Guardian is CONNECTICUT PROBATE COURTS Petition/Guardianship of Person with Intellectual Disability PC-700 REV. 4/21 Petition/Guardianship of Person with Intellectual Disability PC-700 Page 3 of 3 CONFIDENTIAL In the Matter of Signature of Proposed Guardian Date Type or Print Name Address Proposed Guardian is is not a resident of the State of Connecticut. Telephone Number Signature of Proposed Guardian Date PLENARY Guardian LIMITED Type or Print Name Address Proposed Guardian is is not a resident of the State of Connecticut. Telep hone Number PROPOSED GUARDIAN I f a p p o i n te d , I wi l l ac cept the position of trust: LIMITED PLENARY Guardian Signature of Proposed Standby Guardian Date Type or Print Name Address is not a resident of the State of Connecticut. Telephone Number Signature of Proposed Standby Guardian Date PLENARY Guardian LIMITED Type or Print Name Address is not a resident of the State of Connecticut. Telep hone Number PROPOSED STANDBY GUARDIAN I f appointed, I will a ccept the position of trust: LIMITED PLENARY Guardian Standby Standby