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Section 45a-317a - Appointment of estate examiner to obtain financial or medical information.

CT Gen Stat § 45a-317a (2019) (N/A)
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Any person interested in the estate of a deceased person and having a need to obtain financial information concerning the deceased person for the limited purpose of determining whether the estate may be settled as a small estate under section 45a-273, or having a need to obtain financial or medical information concerning the deceased person for the limited purpose of investigating a potential cause of action of the estate, surviving spouse, children, heirs or other dependents of the deceased person, or a potential claim for benefits under a workers’ compensation act, an insurance policy or other benefits in favor of the estate, surviving spouse, children, heirs or other dependents of the deceased person, may apply to the Probate Court having jurisdiction of the estate of the deceased person for the appointment of an estate examiner. The Probate Court may grant the application and appoint an estate examiner for such limited purpose if the court finds that such appointment would be in the interests of the estate or in the interests of the surviving spouse, children, heirs or other dependents of the deceased person. If the court appoints an estate examiner under this section, the court may require a probate bond or may waive such bond requirement. The court shall limit the authority of the estate examiner to disclose the information obtained by the estate examiner, as appropriate, and may issue an appropriate order for the disclosure of such information. Any order appointing an estate examiner under this section, and any certificate of appointment issued by the clerk of the court, shall indicate (1) the duration of the estate examiner’s appointment, and (2) that such estate examiner has no authority over the assets of the deceased person.

(P.A. 12-66, S. 14; P.A. 13-81, S. 13; P.A. 17-136, S. 17.)

History: P.A. 12-66 effective January 1, 2013; P.A. 13-81 added provision permitting appointment of estate examiner to obtain financial information to determine whether estate may be settled as a small estate under Sec. 45a-273 and substituted “Probate Court” for “court of probate”; P.A. 17-136 replaced “certificate of the appointment of a fiduciary” with “certificate of appointment”, effective January 1, 2018.

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Section 45a-317a - Appointment of estate examiner to obtain financial or medical information.