Small Estates in Connecticut: Affidavit in lieu of probate of will or administration

Connecticut small estate rules at a glance

Can you use it?

You can generally use the Connecticut shortcut when all of these are true:

• The probate estate is $40,000 or less (solely owned personal property).
• Timing: none set; file it with the probate court.
• No one has been appointed, or applied to be appointed, executor or administrator.
• Real estate: no. The person can have owned no solely owned real estate, other than survivorship property.

Other Connecticut rules

• The form asks whether the person, their spouse or children ever received aid or care from the state; the state's claim comes first.

How the Connecticut procedure works

1. Add up the probate estate. List what the person owned in their name alone, with no beneficiary or surviving joint owner, at its value on the date of death.
2. Check the timing. None set; file it with the probate court.
3. Get the paperwork. Use PC-212, Affidavit in Lieu of Probate of Will/Administration.
4. Sign it under oath, usually before a notary, listing each person entitled to the property and their share.
5. File it. Filed with the probate court for the district where the person lived. Once the court accepts it, banks and other holders release the property.
6. Pay debts and distribute. Pay the funeral and valid debts, then distribute under the will or Connecticut's intestacy law. If you take more than your share, the other heirs and creditors can come after you for it.

The person's final income tax return is still due by April 15 of the year after the death. See the final tax returns guide, and Form 1310 to claim a refund without an executor.

A car title moves through the state's motor vehicle office, which has its own forms: see how to transfer a car title after death.

If the estate is over the limit

Then the estate goes through probate: the court appoints an executor, who gets letters testamentary (or letters of administration when there is no will) and settles the estate. Connecticut's court and forms are in the probate forms by state table. In Connecticut, creditors have this long to claim: the probate court publishes notice; creditors have 150 days from the first fiduciary's appointment. A fiduciary's mailed notice can set a date at least 90 days away. See how long probate takes in Connecticut.

Use the probate cost calculator to estimate the court, attorney and executor fees.

Connecticut taxes on a small estate

Connecticut has an estate tax, but its exemption is far above any small estate limit, so a small estate won't owe it. See Connecticut estate tax.

Small estate affidavits in other states

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Or compare them all in the 50-state table.

Related guides

• Letters testamentary: how executors get them, by state
• What is probate? How it works, step by step
• How long does probate take? Timeline by state
• Probate cost calculator: fees by state
• Probate court forms by state
• Transfer a car title after death, by state
• Executor checklist: what to do when someone dies
• Form 1310: claiming a deceased person's tax refund