Legal Question in Wills and Trusts in Connecticut

My mother passed away just before Christmas. Her only asset was a bank account which also has my name on it. After all expenses are paid, the balance(under $50,000) will be split between me and my brother. There were several small life insurance policies ($500 each) which were paid out to the beneficiaries within a couple of weeks. The probate office told me that the will does not need to be probated because there is no real property involved. The only thing I have to do is fill out a Connecticut Estate Tax Return, Form CT-706 NT. Do the insurance policies have to be listed on it? If so, how do I fill out Form 712 that is requested for each policy?


Asked on 2/11/11, 10:40 am

1 Answer from Attorneys

John Heffernan Heffernan Legal Group, LLP

Call me and I'll tell you a little secret.

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Answered on 2/11/11, 11:50 am


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