Disclaimer: This article is for educational purposes only. It does not constitute legal advice. Always consult a qualified attorney for guidance on your specific situation.
Detailed Answer
Overview of a Personal Representative’s Role
Under Connecticut law, a personal representative (often called an executor or administrator) handles the decedent’s estate. Their core duties include identifying assets, notifying interested parties, accounting for estate activity, and distributing assets according to the will or state law.
1. Inventory & Appraisal (C.G.S. §45a-336)
Within 60 days of appointment, the personal representative must file an inventory and appraisal of the estate’s assets with the Probate Court and send a copy to each heir or beneficiary who requests it. See C.G.S. §45a-336.
2. Notice to Heirs and Beneficiaries (C.G.S. §45a-342)
Within 30 days after letters issue, the personal representative must send a written notice of their appointment to all heirs and beneficiaries whose whereabouts are known or can be reasonably discovered. The notice must include the name of the decedent, the court case number, and advice that interested parties may file objections or claims. See C.G.S. §45a-342.
3. Interim and Final Accounting (C.G.S. §§45a-338, 45a-343)
The personal representative must keep accurate records of all receipts and disbursements. In many estates, the probate judge will require an interim or final account. Under C.G.S. §45a-338, an interim account may be filed at any time. A final account—detailing every transaction from appointment through distribution—must be filed before closing the estate, as set out in C.G.S. §45a-343.
4. Distribution of Assets (C.G.S. §45a-337)
After paying valid debts and expenses, the personal representative distributes remaining assets to beneficiaries or heirs according to the will or, if there is no will, under Connecticut’s intestacy rules. The representative must provide each recipient with a clear statement showing the amount distributed and how it was calculated. See C.G.S. §45a-337.
Helpful Hints
- Keep detailed records—dates, amounts, payees—to streamline accounting.
- Maintain open communication with heirs to build trust and prevent disputes.
- Use certified mail for notices to create proof of delivery.
- Review the will and Connecticut probate rules early to identify deadlines.
- Consult an estate attorney if complex assets (business interests, real estate) or contested claims arise.