Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19)

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/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on April 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-304 - Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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-304, 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-304 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-304 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/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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.

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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-304 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-304, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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-304 - Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19) 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-304 - Petition/provisional Order Of Transfer Of Conservatorship To Other State (Rev. 4/19). You can use this to get an idea of the context of the form and what type of information is needed.

Petition/Provisional Order of Transfer of Conservatorship to Other State PC-304 REV. 4/19 CONNECTICUT PROBATE COURTS Petition/Provisional Order of Transfer of Conservatorship to Other State PC-304 Page 1 of 3 RECEIVED: Instructions: 1) The conservator, conserved person, conserved person’s attorney or other interested party may file this petition to request a provisional order of transfer of an involuntary conservatorship to another state. The court will not issue a final order of transfer unless the court receives a provisional order accepting the transfer from the other state and all documents required to terminate the Connecticut conservatorship. See C.G.S. section 45a-667p. 2)If the transfer involves the termination of a lease or tenancy, sale or disposal of household furnishings, or change of residence, a Petition to Terminate Tenancy or Lease/Change Residence/Sell or Dispose of Household Furnishings of Person under Conservatorship, PC303, must also be filed. See C.G.S. section 45a-656b. 3)For more information, see C.G.S. section 45a-667 et seq. 4)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 conserved person Petitioner (Name, address and telephone number) Conserved Person’s Present Address Conservator of the Person (Name, address and telephone number) Conservator of the Estate (Name, address and telephone number) Court to Which Transfer of Conservatorship is Requested (Name, address and telephone number) Other Persons Entitled to Notice in the State to which Transfer of the Conservatorship is Requested (List names, addresses and relationships to conserved person.) Petition for Provisional Order of Transfer of Conservatorship to Other State PC-304 REV. 4/19 CONNECTICUT PROBATE COURTS In the Matter of Petition/Provisional Order of Transfer of Conservatorship to Other State PC-304 Page 2 of 3 If the petition is for the transfer of a CONSERVATORSHIP OF THE PERSON, complete Part A. If the petition is for the transfer of a CONSERVATORSHIP OF THE ESTATE, complete Part B. If the petition is for the transfer of BOTH conservatorship of the person and conservatorship of the estate, complete both Part A and Part B. A - Conservatorship of the Person The petitioner represents that: the c onserved person is physically present in the State of ____________________________; or the conserved person is reasonably expected to move permanently to the State of _____________________ AND reasonable and sufficient plans have been made for the care of, and services for, the conserved person in that state after allowing the conserved person the opportunity to participate meaningfully in decision making in accordance with the conserved person’s abilities. B - Conservatorship of the Estate The petitioner represents that: the cons erved person is physically present in the State of ____________________; or the cons erved person is reasonably expected to move permanently to the State of __________________; or The c onserved person has a significant connection to the State of __________________, as follows: (Describe briefly.) AND adequate arrangements will be made for management of the conserved person’s property in that state. The tr ansfer involves the termination of a tenancy or lease of the conserved person, the sale or disposal of real property or household furnishings of the conserved person, or a change in the conserved person’s residence or the placement of the conserved person in an institution for long-term care. See C.G.S. section 45a-656b. The petitioner further represents that the State of _________________ will accept the transfer of the the conservatorship of the person the conservatorship of the estate Petition for Provisional Order of Transfer of Conservatorship to Other State PC-304 REV. 4/19 CONNECTICUT PROBATE COURTS In the Matter of Petition/Provisional Order of Transfer of Conservatorship to Other State PC-304 Page 3 of 3 WHER EFORE, the petitioner requests that this court i ssue a provisional order of transfer of the conservatorship to the State of ______________________ as set forth above. The representations made in this petition are made under penalty of false statement. Signature of Petitioner Type or Print Name Date