Connecticut Contest of Final Account and Proposed Distributions in a Probate Estate

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The beneficiaries of a Will that has been probated and is being administered in a estate proceeding have the right to contest an accounting of the Executor of the Will and Estate.


This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

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FAQ

The final accounting shows all activity that occurred in the estate, starting with the value of the inventory (the value of all solely-owned assets on the decedent's date of death), showing all bills and expenses that were paid, and listing a proposed distribution of the remaining assets in the probate estate.

With the distribution of all assets, the executor is said to have ?closed the estate.? But, the executor still retains the power to gather newly discovered assets and address future complaints.

The Estate Settlement Timeline: Although Connecticut law does not specify a particular deadline for this, it is generally advisable to do so within a month to avoid unnecessary delays in the probate process.

Section 5.5 Form of appearance (a) An appearance of an attorney shall: (1) list in the heading the name of the matter, the name of the Probate Court and the date of the appearance; (2) contain the name and mailing address of the client represented by the attorney; (3) be signed by the attorney making the appearance (4) ...

Section 36.5 Fiduciary to send copy of financial report or account and affidavit of closing to each party and attorney (a) A fiduciary submitting a financial report, account or affidavit of closing shall send a copy, at the time of filing, to each party and attorney of record and shall certify to the court that the ...

A Final Account is a complete record detailing the assets, receipts, and disbursements made during a probate administration.

Here's a walk-through of the Connecticut probate process: Application for administration or probate of Will. ... Certificate for Land Records. ... Inventory of solely-owned assets. ... Pay expenses and claims. ... File estate tax returns. Final accounting and proposed distribution.

At the Law Offices of Glenn & West, LLC, one of the most commonly asked questions we hear is, ?Does an executor have to show accounting to beneficiaries?? The answer is, ?Yes!? As the executor of a will or administrator of an estate, you have a fiduciary duty toward the estate and its heirs.

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Connecticut Contest of Final Account and Proposed Distributions in a Probate Estate