This post addresses how Connecticut’s inventory requirement applies to real property: what real estate is listed on the inventory, what real estate is excluded, and where those rules appear in C.G.S. 45a-341 and the inventory form used in practice (PC-2407).
Statutory Rule for Real Property Inventory
Connecticut General Statutes 45a-341 states (in relevant part):
Sec. 45a-341. Inventory to be filed; property included; appraisal; time limits; sale of personal property; hearing.
(a)
(1) An inventory of all the property of every deceased person and insolvent debtor, except real property situated outside the state, duly appraised, shall be made and signed under penalty of false statement by the fiduciary.
Description
Under this rule, the geographic location of real property determines whether it is included in the probate inventory:
- Connecticut real property owned by the decedent is within the scope of the inventory requirement.
- Real property situated outside Connecticut is expressly excluded from the inventory requirement.
This rule concerns what must be listed on the inventory. Other questions—such as possession, control, sale authority, or distribution mechanics—are addressed elsewhere.
How the Rule Is Implemented in Practice (PC-2407)
Connecticut Probate Courts Form PC-2407 (Inventory/Decedents’ Estates) is used to file the inventory. The form directs the fiduciary to list real property and provides instructions for completing the inventory, including exclusions consistent with the statute.
Additional Probate Court Guidance
The Connecticut Probate Courts’ User Guide: Administration of Decedents’ Estates provides practical guidance on completing and filing an inventory, including what is generally included and excluded and how the inventory fits into the administration process.
Sources
- Connecticut General Statutes 45a-341 (Full Text)
- PC-2407 (Inventory/Decedents’ Estates) (PDF)
- CT Probate Courts User Guide: Administration of Decedents’ Estates (PDF)
Hani Sarji
New York lawyer who cares about people, is fascinated by technology, and is writing his next book, Estate of Confusion: New York.
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