Ct Pc 440 Form PDF Details

When managing an estate in Connecticut, the Ct Pc 440 form plays a crucial role, offering a structured approach for fiduciaries to report an inventory of estate assets accurately. The mandate to file an initial inventory within a specific timeframe underscores the significance of this document in facilitating transparent estate administration. The form meticulously categorizes assets, distinguishing between real and personal property, and tailoring requirements for different estate scenarios—from decedent’s estates to conservatorships, guardianship of estates of minors, and testamentary trusts. Critical instructions guide the fiduciary on listing solely owned assets, properties outside of Connecticut, and items under conservatorship, emphasizing market values and ownership interests to ensure a comprehensive asset overview. Additionally, the Ct Pc 440 form stipulates that a fiduciary must share the inventory with all relevant parties, attaching stringent certifications to uphold the integrity of the process. This proactive communication, coupled with detailed record-keeping, plays a pivotal role in the probate process, ensuring stakeholders are well-informed and that the estate is managed in compliance with Connecticut General Statutes and Probate Court Rules of Procedure.

QuestionAnswer
Form NameCt Pc 440 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesctprobate gov forms pc 440 inventory, connecticut pc, connecticut estate forms, ct probate court form pc 440

Form Preview Example

Inventory

C O N N E C T I C U T

P R O B A T E C O U R T S

PC-440 REV. 4/18

 

 

 

 

 

 

 

 

RECEIVED:

 

 

Instructions:

1)

A fiduciary for an estate may use this form to file an inventory of the estate assets. The fiduciary is required

 

 

to file an initial inventory within two months from the date of appointment.

 

2)

List real property (and attach a complete copy of the recorded deed) and personal property in the manner

 

 

described.

3)DECEDENT’S ESTATES: List all solely owned assets, including fractional shares; use market value as of date of death. Do not include real property located outside the state of Connecticut, jointly owned property or property passing by beneficiary designation.

4)CONSERVATORSHIPS AND GUARDIANSHIP OF ESTATES OF MINORS: List all property of the person under conservatorship or the minor, including fractional shares, along with the value of the conserved person’s or minor's interest; use market value as of date of appointment. Include jointly owned property, property passing by beneficiary designation, property in which the conserved person or minor has a beneficial interest (for example, trust property) and real property located outside the state of Connecticut, as applicable.

5)TESTAMENTARY TRUSTS: List trust property using acquisition value as defined in Probate Court Rules of Procedure, section 36.14 (a) (2).

6)ALL OTHER ESTATES: List property in the estate; use market value as of date of appointment.

7) The fiduciary must send a copy of the inventory to each party and attorney and certify to the court that a copy has been sent.

8)For more information, see C.G.S. sections 45a-340 et seq. and 45a-655(a).

9)Type or print the form in ink. Use an additional sheet, or PC-180, if more space is needed.

Probate Court Name

District Number

Estate of

Date of Death, if Decedent’s Estate

Fiduciary (Include position of trust.)

Date of Appointment as Fiduciary

INITIAL INVENTORY

SUBSTITUTE OR CORRECTED

SUPPLEMENTAL

Description

(a)REAL PROPERTY (Attach a complete copy of the recorded deed. Provide property address,

decedent’s or respondent’s interest in the property, fair market value, balance of unpaid mortgage and net value of interest. If unpaid mortgage is higher than fair market value, net value is reported as zero.)

1.Real Property

Net Value

Inventory

PC-440 Page 1 of 3

Inventory

 

PC-440 REV. 4/18

C O N N E C T I C U T P R O B A T E C O U R T S

Description

(b)PERSONAL PROPERTY

1.Motor Vehicle(s) (Provide year, make, model and vehicle identification number.)

Net Value

2.Bank Accounts (Provide name of financial institution and last four digits of the account number for each account.)

3.Stocks and Bonds (Provide description, number of shares and value per share.)

4. Other Personal Property (Include description.)

5. Total from Additional Sheets Attached, if any

TOTAL

For Use in Conservatorship Matters (Voluntary or Involuntary) or Guardian of the Estate Matters Only

1.Real Property Located Outside Connecticut

Description

Total Market Value

Conserved Person’s/Minor's Interest

Inventory

PC-440 Page 2 of 3

Inventory

 

PC-440 REV. 4/18

C O N N E C T I C U T P R O B A T E C O U R T S

2.Jointly Owned Real and Personal Property and Beneficial Interests (for example, trust property).

Description

Total Market Value

Conserved Person’s

/Minor's

Interest

 

 

 

The representations contained herein are made under penalty of false statement.

Signature of Fiduciary

Type or Print Name

Date

Signature of Fiduciary

Type or Print Name

Date

CERTIFICATION

I hereby certify that I sent a copy of this inventory to the following people as required by the Probate Court Rules of Procedure, section 30.12:

Signature of fiduciary or attorney _________________________________________________________________

Type or Print Name: ______________________________________________________________________________________________________

Date: _________________________________

Inventory

PC-440 Page 3 of 3

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The best way to fill out ctprobate gov forms pc 440 inventory part 1

2. Once your current task is complete, take the next step – fill out all of these fields - b PERSONAL PROPERTY Motor, Bank Accounts Provide name of, account, and Stocks and Bonds Provide with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

ctprobate gov forms pc 440 inventory conclusion process shown (stage 2)

Regarding b PERSONAL PROPERTY Motor and Bank Accounts Provide name of, ensure that you review things here. Both these are the most important ones in this form.

3. This third section is considered quite uncomplicated, Other Personal Property Include, Total from Additional Sheets, For Use in Conservatorship Matters, Real Property Located Outside, Description, Total Market Value, Conserved PersonsMinors Interest, TOTAL, Inventory, and PC Page of - all of these form fields is required to be completed here.

Real Property Located Outside, PC Page of, and Total from Additional Sheets inside ctprobate gov forms pc 440 inventory

4. The form's fourth paragraph comes with the following form blanks to complete: Description, Total Market Value, Conserved PersonsMinors Interest, The representations contained, Signature of Fiduciary, Type or Print Name, and Date.

Completing segment 4 in ctprobate gov forms pc 440 inventory

5. The document must be finished by filling out this segment. Here there can be found a full list of form fields that need appropriate details for your form usage to be accomplished: Signature of Fiduciary, Type or Print Name, Date, I hereby certify that I sent a, Rules of Procedure section, and CERTIFICATION.

Filling in segment 5 in ctprobate gov forms pc 440 inventory

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