Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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 To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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 To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (Rev. 1/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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-3013 - Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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-3013, 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-3013 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-3013 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 To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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-3013 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-3013, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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-3013 - Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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 To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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-3013 - Petition To Excuse Account/title 19 Eligibility/terminate Conservatorship Of Estate (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 to Excuse Account/Title 19 Eligibility/ Terminate Conservatorship of Estate PC-3013 REV. 1/21 Petition to Excuse Account/Title 19 Eligibility/Terminate Conservatorship of Estate PC-3013 Page 1 of 3 RECEIVED: Instructions: 1) A conservator of the estate may use this form to petition the court to terminate the conservatorship of the estate and waive the requirement of a final financial report or account if the Department of Social Services has determined that the person under conservatorship is eligible for Medicaid under Title 19 of the Social Security Act. The conservator of the estate may also use this form to request that the court waive a periodic financial report or account if no assets remain in the estate other than the amount permitted to be retained by a Title 19 recipient. 2)Attach supporting schedules or documents required under Probate Court Rules of Procedure, section 33.17, a nd any additional details or explanatory notes as needed in support of the petition. 3)The conservator of the estate shall send a copy of this petition to each party and attorney. 4)For more information, see Probate Court Rules of Procedure, section 33.17. 5)Type or print in ink. Use an additional sheet, or PC-180, if mor e space is needed. Probate Court Name District Number In the Matter of Hereinafter referred to as the person under conservatorship Fiduciary (Name of each fiduciary) This petition covers the time period (Month, Day, Year) from ___________________ to _________________. Each fiduciary who signs this petition represents that: 1.The current monthly income of the person under conservatorship is $__________. 2.The source of income is ____________________________________________________________________. 3.Briefly describe the monthly expenses for the person under conservatorship: 4.No significant assets or income have been received by me, on behalf of the person under conservatorship, other than those reported in this petition. 5.The amount of funds on hand as of ________________ is $_______________. Each fiduciary who signs this petition represents that (Check all that apply): The State of Connecticut Department of Social Services issued a Determination Letter on _________________ stating that the person under conservatorship is eligible for Medicaid under Title 19 of the Social Security Act. The fiduciary has retained all supporting records for this estate as required by Probate Court Rules of Procedure, section 36.13, and the records are available for review upon request. Petition to Excuse Account/Title 19 Eligibility/ Terminate Conservatorship of Estate PC-3013 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition to Excuse Account/Title 19 Eligibility/Terminate Conservatorship of Estate PC-3013 Page 2 of 3 Copies of the following documents in support of the petition are attached: State of Connecticut Department of Social Services Determination Letter or Re-Determination Letter Spend-down plan, including payment of probate fees, conservator fees and attorney fees for the person under conservatorship Report showing the manner in which the conservator has executed the spend-down plan The fiduc iary, or the person under conservatorship, has arranged for a prepaid funeral contract. The name of the funeral home is _______ ____________________________________________. The amount of the prepaid funeral contract is $ ______________________. The conservator of the estate proposes that the remaining funds be transferred to: The conservator of the person pursuant to C.G.S. section 45a-660 The person under conservatorship’s patient account Special needs trust Other (Specify) WHER EFORE the petitioner requests that this court: Terminate the conservatorship of the estate and excuse the filing of a final financial report or account for the period covering _______________ to ________________ and release the fiduciary from liability with respect to all items set forth in this petition. Excuse the filing of a periodic financial report or account for the period covering _____________ to _____________ and release the fiduciary from liability with respect to all items set forth in this petition. The representations made in this petition are made under penalty of false statement. Signature of Petitioner Type or Print Name Date Signat ure of Petitioner Type or Print Name Date Petition to Excuse Account/Title 19 Eligibility/ Terminate Conservatorship of Estate PC-3013 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition to Excuse Account/Title 19 Eligibility/Terminate Conservatorship of Estate PC-3013 Page 3 of 3 CERTIFICATION I certify that a copy of this petition, including all required attachments, was sent to each of the following persons: Name and Address Check here if any of the addresses have changed. Signature of Fiduciary or Attorney Type or Print Name Date