Detailed Answer
Under Connecticut probate law, a personal representative (also called an executor or administrator) must file an account of the estate and serve a copy on all interested persons. Conn. Gen. Stat. §45a-316 requires the personal representative to:
- Render and file the account with the probate court.
- Serve each person entitled to notice (heirs, beneficiaries, creditors, and any party who has requested notice) with a copy of the account and a hearing notice.
“Interested persons” includes beneficiaries under the will, heirs at law, surviving spouses, creditors with a valid claim, and anyone else entitled to notice under Conn. Gen. Stat. §45a-316(b). You become entitled to a copy once you fall into one of these categories.
If the personal representative fails to provide the accounting, you have options:
- Inspect the account directly at the probate court clerk’s office, since filed accounts become public records.
- File a motion or request with the probate court asking it to order the personal representative to serve you. The court can compel production and may award fees if the PR acts unreasonably.
- Attend the settlement hearing and object if you have not received proper notice or a copy of the account.
For complete text of the accounting requirement, see Conn. Gen. Stat. §45a-316. For procedures on objecting to an account, refer to Conn. Gen. Stat. §45a-319.
Disclaimer: This article is for informational purposes only. It does not constitute legal advice. Consult a qualified probate attorney to discuss your specific situation.
Helpful Hints
- Submit a written request to the personal representative asking for the accounting and note the date of delivery.
- Check the probate court docket or online portal for filings and hearing notices.
- Attend the settlement hearing to review the account and raise objections if necessary.
- If you don’t receive notice, file a motion with the court to compel service and schedule a hearing.
- Keep copies of all correspondence and filings to document your efforts and deadlines.