Petition/involuntary Appointment Of 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/involuntary Appointment Of 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/involuntary Appointment Of Conservator (Rev. 1/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/involuntary Appointment Of 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-300 - Petition/involuntary Appointment Of 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-300, 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-300 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-300 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/involuntary Appointment Of 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-300 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-300, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition/involuntary Appointment Of 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-300 - Petition/involuntary Appointment Of 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/involuntary Appointment Of 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-300 - Petition/involuntary Appointment Of 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.

Petition/Involuntary Appointment of Conservator PC-300 REV. 1/21 CONNECTICUT PROBATE COURTS RECEIVED: Instructions: 1) Any adult person may use this form to petition fo r the appointment of a conservator of an adult who is 2) 3) 4) 5) 6) alleged to be incapable. A “conservator of the person” is appointed to supervise the personal affairs of a person whom the court finds to be unable to meet essential requirements for personal needs, even with appropriate assistance. These needs may include, but are not limited to, the need for food, clothing, shelter, health care and safety. A “conservator of the estate” is appointed to supervise the financial affairs of a person whom the court finds to be incapable of doing so to the extent that property will be wasted unless adequate property management is provided. This may include, but is not limited to, actions to obtain and manage assets, income and public assistance benefits. The petition may also request the appointment of a successor conservator. The person for whom the appointment of a conservatorship is being requested is referred to as the respondent. 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 complete Part C. 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. If the proposed fiduciary is not a Connecticut resident, attach a completed Appo intment of Probate Judge as Agent for Service by Non-Resident Fiduciary, PC-482. Also file Confidential Sheet, PC-300CI, with the respondent's confidential social security number. 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, the petitioner should also submit PC-309, Petition/Authority to Consent to Psychiatric Medication Treatment of Patient with Psychiatric Disabilities. Contact the court regarding payment of service of process fees. For more information, see C.G.S. section 45a-648 et seq. Type or print ink. Use an additional sheet, or PC-180, if more space is needed. 7) 8) Petition/Involuntary Appointment of Conservator PC-300 Page 1 of 5 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) Peti tioner’s Relationship to Respondent Respondent’s Residence Address Respondent’s Domicile Address (If different) Respondent’s Present Address (If different) Petition/ Involuntary Appointment of Conservator PC-300 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Involuntary Appointment of Conservator PC-300 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 interested 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 person 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.) The condition described above results in the respondent being unable to receive and evaluate information or make or communicate decisions t o 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: AND (check all t hat apply): The respondent has property rights that will be wasted or dissipated unless adequate property management is provided. Funds are needed for the support, care or welfare of the respondent, and the respondent is unable to take the necessary steps to obtain or provide such funds. Funds are needed for the support, care or welfare of those entitled to be supported by the respondent, and the respondent is unable to take the necessary steps to obtain or provide such funds.ov Petition/ Involuntary Appointment of Conservator PC-300 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Involuntary Appointment of Conservator PC-300 Page 3 of 5 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 further represents that the respondent (check all that apply): Owns real property located at: Has a federal fiduciary for Veteran's Affairs benefits. (Provide name and address of person appointed to act.) Explai n why the arrangements for the management of the respondent’s financial affairs are not adequate: 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: 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.) Power of attorney for health care decisions. (Provide name and address of person appointed.) Appointment of a health care agent. (Provide name and address of person appointed.) Explain why the arrangements for the management of the respondent's personal affairs are not adequate: The petitioner further represents that (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. Petition/ Involuntary Appointment of Conservator PC-300 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Involuntary Appointment of Conservator PC-300 Page 4 of 5 WHEREFORE the petitioner requests that this court appoint the proposed conservator named below or some other suitable person as conservator of the respondent. The petitioner also requests that the court appoint a successor conservator ofthe person the estate for the respondent to act in the event that the court accepts the resignation of the appointed conservator or removes the conservator or if the conservator becomes incapable or dies. C.G.S. section 45a-645d. The representations made in this petition are made under penalty of false statement. Signature of Petitioner Type or Print Name Date Has received public assistance or institutional care from the State of Connecticut. Is receiving aid or care from the Veteran’s Home and Hospital, Rocky Hill, CT. C.G.S. section 45a-649. Is a veteran or beneficiary receiving payment under an account from the Dept. of Veteran’s Affairs. C.G.S. section 45a-593.) 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. 45a-649. Is able to pay for the services of an attorney. If not, submit Request/Order-Waiver of Fees, PC-184A. 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 documument. List ot her 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): Petition/ Involuntary Appointment of Conservator PC-300 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Involuntary Appointment of Conservator PC-300 Page 5 of 5 PROPOSED CONSERVATOR If appointed, I will accept the position of trust: Date Conservator of Person Estate Type or Print Name Address Telephone Number Proposed Conservator is is not a resident of the State of Connecticut. Signature of Proposed Conservator Date Conservator of Person Estate Type or Print Name Address Proposed Conservator is is not a resident of the State of Connecticut. PROPOSED SUCCESSOR CONSERVATOR If appointed, I will accept the position of trust: Signature of Proposed Successor Conservator Date Successor Conservator of Person Estate Type or Print Name Address Proposed Successor Conservator is is not a resident of the State of Connecticut. Signature of Proposed Successor Conservator Date Successor Conservator of Pers on Estate Type or Print Name Address Proposed Successor Conservator is is not a resident of the State of Connecticut. Telephone Number Telephone Number Telephone Number Signature of Proposed Conservator