Connecticut Probate Form PC-301

Petition/voluntary Representation By Conservator (Rev. 1/21)

Everything you need to know about Connecticut Form PC-301, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related CT probate forms.

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About Petition/voluntary Representation By 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/voluntary Representation By 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:

View Form PC-301

CT Form PC-301, which may also referred to as Petition/voluntary Representation By Conservator (Rev. 1/21), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Petition/voluntary Representation By Conservator (Rev. 1/21)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition/voluntary Representation By 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

  • The official Connecticut source for this form is here.

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 ’s Form PC-301 - Petition/voluntary Representation By Conservator (Rev. 1/21) up to date, certain details can change from time-to-time with little or no communication.

How to file Form PC-301

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-301, 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-301 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-301 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/voluntary Representation By 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.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Petition/voluntary Representation By Conservator (Rev. 1/21) is due

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-301 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-301, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form PC-301 Online

Petition/voluntary Representation By 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-301 - Petition/voluntary Representation By 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/voluntary Representation By 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.

View Form PC-301

CT Form PC-301, which may also referred to as Petition/voluntary Representation By Conservator (Rev. 1/21), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form PC-301 - Petition/voluntary Representation By Conservator (Rev. 1/21) is a probate form in Connecticut.

  • Connecticut has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Connecticut.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Connecticut, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Petition/voluntary Representation By Conservator (Rev. 1/21)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form PC-301

Here’s the text, verbatim, that is found on Connecticut Form PC-301 - Petition/voluntary Representation By 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/Voluntary Representation by Conservator PC-301 REV. 1/21 CONNECTICUT PROBATE COURTS Petition/Voluntary Representation by Conservator PC-301 Page 1 of 4 RECEIVED: Instructions: 1) Any adult person may use this form to petition the court to appoint a voluntary conservator of the person or estate to manage his or her personal or financial affairs, or both. A voluntary “conservator of the person” is appointed to supervise personal affairs, such as the need for food, clothing, shelter, health care and safety. A voluntary “conservator of the estate” is appointed to supervise financial affairs. 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. 2)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 petitioner must also complete Part C. 3)The petition must be filed in the probate district in which the petitioner 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 Appointment of Probate Judge as Agent for Service by Non-Resident Fiduciary, PC-482. 4)Also file Confidential Sheet, PC-301CI, with the petitioner’s confidential social security number. 5)For more information, see C.G.S. section 45a-646. 6)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 Hereinaf ter referred to as the petitioner Petitioner’s Telephone Number Petitioner’s Date of Birth Petitioner’s Residence Address Petitioner’s Domicile Address (If different) Petitioner’s Present Address (If different) Spouse (Name, address and telephone number) Other Persons to Whom Notice Should be Given, if any: (Give names, addresses and relationships to petitioner. 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.) Petition/Voluntary Representation by Conservator PC-301 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Voluntary Representation by Conservator PC-301 Page 2 of 4 Part A - Conservator of the Estate I would like a conservator appointed to assist me with the following financial matters: I own r eal property located at: I have executed a power of attorney and have provided a copy to the court. (Provide name and address of person appointed.) I have a federal fiduciary for Veteran’s Affairs benefits. (Provide name and address of person appointed.) Part B - Conservator of the Person I would like a conservator appointed to assist me with the following personal affairs: As petitioner, I represent that I have executed the following documents (check all that apply) and have provided a copy of each document: Living will (Provide name and address of person appointed.) Appoint ment of a health care representative (Provide name and address of person appointed.) Appoint ment of a health care agent (Provide name and address of person appointed.) Power of attorney for health care decisions (Provide name and address of person appointed.) Petition/Voluntary Representation by Conservator PC-301 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Voluntary Representation by Conservator PC-301 Page 3 of 4 Part C - Must be completed by All petitioners I further represent that I (check all that apply): Am r eceiving or have received public assistance or institutional care from the State of Connecticut. Am r eceiving or have received aid or care from the Veteran’s Home and Hospital, Rocky Hill, CT. C.G.S. section 45a-649. Am a vet eran or beneficiary receiving payment under an account from the Dept. of Veteran’s Affairs. C.G.S. section 45a-593. Am pr esently under conservatorship or guardianship.(Provide name and address of conservator or guardian and name of court in which conservator or guardian was appointed.) WHEREFORE as petitioner, I request that this court appoint the proposed conservator named below or some other suitable person as: Conservator of the estate of the petitioner to carry out the following duties and authorities: Conservator of the person of the petitioner to carry out the following duties and authorities: AND T HAT The c onservator be required to obtain a probate bond. The c onservator be excused from furnishing probate bond. The court appoint a successor conservator of the person the estate for the petitioner to act in the 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. Petition/Voluntary Representation by Conservator PC-301 REV. 1/21 CONNECTICUT PROBATE COURTS In the Matter of Petition/Voluntary Representation by Conservator PC-301 Page 4 of 4 The representations made in this petition are made under penalty of false statement. Signature of Petitioner Type or Print Name Date PROPOSED CONSERVATOR If appointed, I will accept the position of trust: Signature of Proposed Conservator 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 Telephone Number 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 Telephone Number Proposed Successor Conservator is is not a resident of the State of Connecticut. Signature of Proposed Successor Conservator Date Successor Conservator of Person Estate Type or Print Name Address Telephone Number Proposed Successor Conservator is is not a resident of the State of Connecticut.

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