Connecticut Small Estate Affidavit
It is crucial that an individual who wants to make a small estate claim by way of a Connecticut Small Estate Affidavit uses the official form supplied by the Connecticut Probate Courts, Form PC-212, “Affidavit in Lieu of Probate of Will/ Administration”. As stated on the form, it can be used “to settle a Decedent’s estate using the small estates procedure.” Two (2) primary conditions are necessitated by the state law which governs this area, namely § 45a-273. More information about these requirements can be found below.
Laws & Required Conditions
Laws: § 45a-273
Maximum Estate Value: $40,000
Required Conditions: Unlike most other states, there is no minimum period a person applying for the small estate of a Decedent (a party called the Successor) must wait before initiating this process. There are, however, other conditions that must be met. As aforementioned, there are two (2) primary ones, as follows:
- At the time of their death, the Decedent had no solely owned real property in the state of Connecticut, and
- The estate value does falls within a total of $40,000.
State law, namely § 45a-273(b), also gives guidance on the form in which an Affidavit must take. For ease of access, these requirements have been reproduced below:
(1) A statement whether the decedent received aid or care from the state,
(2) A list of the decedent’s solely owned assets, excluding assets that pass outside of probate by operation of law, and
(3) A list of all claims, expenses and taxes due from the decedent’s estate in the categories set forth in subdivisions (1) to (7), inclusive, of section 45a-365, which list shall indicate if any of the claims, expenses and taxes have been paid and, if so, by whom.