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Affidavit In Lieu Of Administration PC-212 - Connecticut

Affidavit In Lieu Of Administration Form. This is a Connecticut form and can be used in Probate Statewide .
 Fillable pdf Last Modified 5/23/2014
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Affidavit in Lieu of Probate of Will/ Administration PC-212 Rev. 1/14 RECEIVED: CONNECTICUT PROBATE COURTS RECORDED: Instructions: 1) This form may be used to settle a decedent's estate using the small estates procedure under C.G.S. section 45a-273. The small estates procedure may be used only if both of the following conditions are met: (a) the decedent had no solely owned real estate and (b) the total value of all of the decedent's personal property does not exceed $40,000. 2) The small estates procedure is a simplified method of settling an estate that avoids formal probate proceedings. Under the procedure, the decedent's assets may be used to: (a) pay the decedent's funeral expenses and the expenses of administering the estate (these are referred to as expenses), pay claims associated with the decedent's last illness or other claims that the decedent owed at the time of death (these are referred to as claims) or (b) reimburse a person who paid expenses or claims from nonprobate assets. Any assets remaining after payment of expenses and claims are then distributed to the decedent's heirs or beneficiaries. 3) Attach PC-212A, Request for Order of Distribution, if (a) assets exceed expenses and claims or (b) a person who paid expenses or claims with nonprobate assets waives reimbursement. 4) For further information, see C.G.S. section 45a-273 and Probate Court Rules of Procedure, sections 30.12, 30.13 and 30.23. 5) Type or print the form in ink. Use an additional sheet if needed. File two copies of the form with the Probate Court where the decedent resided. District Number Probate Court Name Estate of (Include all names and initials under which assets were held by the decedent.) Decedent's Residence at Time of Death (Include full address.) Date of Death Petitioner (List the name, address, and telephone number.) Relationship to Decedent, if any ____________________________________________________________________________________________________________ THE PETITIONER represents that: The petitioner is the surviving spouse of the decedent. There is no surviving spouse, and the petitioner is a next of kin of the decedent. There is no surviving spouse or next of kin, or such surviving spouse or next of kin has refused to file such affidavit, and the petitioner has the following interest in the estate: No petition for settlement of the estate is pending in any Probate Court. The decedent died owning no real estate, other than survivorship real estate, if any, in the State of Connecticut. The market value of the solely-owned assets listed below does not exceed $40,000. The decedent did did not ever receive aid or care from the State of Connecticut. (If affirmative, check appropriate boxes.) State of Connecticut Department of Veterans' Affairs. C.G.S. section 45a-273(c). (Rocky Hill facility) Affidavit In Lieu of Probate of Will/Administration PC-212 Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Affidavit in Lieu of Probate of Will/ Administration PC-212 Rev. 1/14 CONNECTICUT PROBATE COURTS RE CO RD E D: The decedent left a will dated _______________________________, which is not being presented for probate. The decedent left no will. _________________________________________________________________________________________________ Assets The decedent died owning the following solely-owned assets: (List specific account or vehicle identification (VIN) numbers.) Description Fair Market Value Total $ ________________________________________________________________________________________________ Expenses and Claims The expenses and claims are as follows: Creditor Funeral Expenses Amount (If already paid, state name of person who paid.) Administration Expenses (For example, probate fees and attorney's fees) Claims due for Last Sickness Other Claims Affidavit In Lieu of Probate of Will/Administration PC-212 Page 2 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Affidavit in Lieu of Probate of Will/ Administration PC-212 Rev. 1/14 CONNECTICUT PROBATE COURTS RE CO RD E D: The funeral director has not been paid, and the petitioner requests that the court order payment from the assets listed above by: (a) direct transfer or (b) sale of assets. The creditors to whom claims are due for last sickness have not been paid, and the petitioner requests that the court order payment from the assets listed above by: (a) direct transfer or (b) sale of assets. The expenses and claims listed above have been paid in the manner prescribed by C.G.S. section 45a-365. Assets exceed expenses and claims, and form PC-212A is attached. One or more of the children listed on PC-212A is/are not also children of the surviving spouse. WHEREFORE, the petitioner requests the court to authorize the transfer of the assets listed above and/or the sale of the assets and payment of the proceeds, as indicated above. (Check this box only if the estate was opened as a full estate but is eligible for the small estate procedure under C.G.S. section 45a-273, and this affidavit is submitted in lieu of documents required to complete the administration of a full estate.) WHEREFORE, the petitioner requests the court to excuse the requirement of a final financial report or account and approve the affidavit in lieu of administration and request for distribution (PC-212A), if any, to settle the estate. A copy of PC-151, Certification/Mailing of Document by Party, accompanies this petition. The representations contained herein are made under the penalties of false statement. Signature of Petitioner_____________________________ Date_____________________________ Affidavit In Lieu of Probate of Will/Administration PC-212 Page 3 of 4 American LegalNet, Inc. www.FormsWorkFlow.com Confidential Information Sheet Affidavit in Lieu of Probate of Will/ Administration PC-212 Rev. 1/14 CONNECTICUT PROBATE COURTS DO NO T R E CO R D Probate Court Name District Number ________________________________________________________________________________________________ The social security number of the decedent is required in connection with this proceeding. Estate of __________________________________________________________________, deceased Social Security Number: ______________________________ Affidavit In Lieu of Probate of Will/Administration PC-212 Page 4 of 4 American LegalNet, Inc. www.FormsWorkFlow.com
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