Initial Acceptance of Trust/ Testamentary Trustee CONNECTICUT PROBATE COURTS PC-284 REV. 10/18
RECEIVED:
Instructions: 1) A person, individually or on behalf of a corporation who has been named as a trustee of a testamentary trust, may use this form to accept the position of trust. The designated trustee may also use this form to indicate whether the will excuses the trustee from filing periodic accounts or makes special provisions with regard to filing requirements. 2) If an individual trustee is not a Connecticut resident, form PC-482, Appointment of Judge or Probate as Agent for Service by Non-resident Fiduciary, must be filed in court. 3) If the trustee will be represented by an attorney, the attorney must file an Appearance of Attorney, PC- 183, in accordance with Probate Court Rules, Rule 5. 4) Type or print the form in ink. Use Second Sheet, PC-180, or an additional sheet if more space is needed. Probate Court Name District Number
Estate of Date of Death
,deceased Identification of Trust The trust created under article of will (List paragraph or section number)______
For benefit of ______
Beneficiaries and Remaindermen: List name, address and type of interest, i.e, beneficiary or remainderman. Provide date of birth if the beneficiary is a minor or if the trust terminates when the beneficiary attains a certain age. If adjudicated incapable, also provide name and address of fiduciary. See Probate Court Rules of Procedure, rule 32 for more information.
1) 2)
3) 4)
Trustees: List name, addresses, and phone number of each trustee under the will.
1) 2)
3) 4)
Initial Acceptance of Trust/Testamentary Trustee PC-284 Page 1 of 2 Initial Acceptance of Trust/ Testamentary Trustee CONNECTICUT PROBATE COURTS PC-284 REV. 10/18
Having been designated as trustee of the above trust created under the will of the deceased, I accept the position of trust. The will excuses the trustee(s) from filing periodic accounts or contains a special provision with respect to filing requirements under paragraph ______. Such provision does not excuse the requirement of a final account, except as provided by section 32.7 of the Probate Court Rules of Procedure.
Probate Court Name District Number
Estate of Date of Death
,deceased
Signature of Trustee Signature of Trustee Type or print name Type or print name Date Date
Signature of Trustee Signature of Trustee
Type or print name Type or print name
Date Date
Initial Acceptance of Trust/Testamentary Trustee PC-284 Page 2 of 2