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Statement In Lieu Of Account Form. This is a Connecticut form and can be use in Probate Statewide.
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Tags: Statement In Lieu Of Account, PC-243, Connecticut Statewide, Probate
STATE OF CONNECTICUT
STATEMENT IN LIEU
OF ACCOUNT
PC-243 REV. 7/05
RECORDED:
COURT OF PROBATE
[Type or print in black ink.]
DISTRICT NO.
TO: COURT OF PROBATE, DISTRICT OF
ESTATE OF
in said district, deceased.
FIDUCIARY(IES) [Name(s), address(es), zip code(s), and telephone number(s)]
THE FIDUCIARY(IES) HEREBY REPRESENTS UNDER PENALTIES OF FALSE STATEMENT THAT:
At least one fiduciary is a residuary distributee in his/her own right, and no part of the residue is distributable to a testamentary or
living trust.
The total amount inventoried is $
All debts, funeral expenses, taxes, and expenses of administration have been paid.
All specific bequests have been or will be paid in full.
The amount reported on the Return of Claims and List of Notified Creditors, PC-237, on file is $
paid as indicated.
and has been
All distributees have received a copy of this statement.
An itemized list of all funeral expenses, taxes, and expenses of administration is as follows:
Funeral Expenses:
$
Taxes:
1) Town of
2) State of Connecticut
a) Succession and/or Estate Taxes
b) Income Tax
3) Internal Revenue Service
a) Estate Tax
b) Income Tax
Administration Expenses:
Probate court costs
Fiduciary bond premium
Recording and advertising costs
Fiduciary's fees and disbursements
Attorneys' fees and disbursements
Other [Attach second sheet, if necessary.]
Bequests already made to: Name
[Include specific and
residuary beneficiaries.]
Proposed distribution to:
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Name
$
Show any reserve
$
remaining
WHEREFORE, SAID FIDUCIARY(IES) REQUESTS discharge from further liability for accounting and return to this court, pursuant
to C.G.S. ยง45a-176.
The fiduciary also requests the issuance of a Certificate of Devise, Descent, or Distribution of the real property described in the
Inventory to the extent not sold or otherwise conveyed.
[If part of the real property has been sold or otherwise conveyed, explain fully and attach revised legal description thereto.]
The representations contained herein are made under the penalties of false statement.
.........................................................................................
Fiduciary:
..................................................................................................
Fiduciary:
Date:
Date:
STATEMENT IN LIEU OF ACCOUNT
PC-243
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