PCA AUDITOR PANEL
The Probate Court Administrator has authority under C.G.S.
section 45a-175 to compile a list of auditors to examine accounts of
fiduciaries over which the Probate Courts have jurisdiction. Courts may appoint
an auditor from the PCA panel under C.G.S. section 45a-175 to examine accounts
of executors, administrators, trustees, conservators of the estate, guardians
of the estate, guardians of an adult with intellectual disability and agents
under powers of attorney if the court determines that the appointment of an
auditor is necessary and in the best interests of the estate.
The list of auditors must be comprised of individuals who
hold a license from the State Board of Accountancy as a certified public
accountant. The hourly rate and allowable expenses for the compensation of
auditors established by the Probate Court Administrator is $150/hr.
The Probate Court Administrator may appoint an auditor
from the PCA panel to conduct random audits of conservator accounts under C.G.S.
section 45a-181. An auditor appointed to conduct an audit under C.G.S. section 45a-181
must complete the audit and submit a report of his or her findings to the
Probate Court not later than 90 days after the date the auditor receives notice
of the auditing assignment from the Office of the Probate Court Administrator.
The court may extend the 90-day deadline upon request of the auditor.
If you are interested in serving on the Probate Court Administrator’s panel of auditors to (1) examine fiduciary accounts under C.G.S. section 45a-175 or (2) audit accounts of conservators under C.G.S. section 45a-181, please return four documents to Alison Green at the Office of the Probate Court Administrator: a copy of your license and three completed and signed forms: Application/Panel of Auditors, a W-9 form and the State of Connecticut Agency Vendor Form (SP-26NB). (See below.) The forms may be emailed to MeGordon@ctprobate.gov or sent by regular mail to: Melissa Gordon, Office of the Probate Court Administrator, 186 Newington Road, West Hartford, CT 06110.
The tax identification number, business
entity, name and address must match on all forms for you to be set up
in the accounts payable system.
The Comptroller’s Office offers two valuable
services: Electronic Funds Transfer of payments (https://www.osc.ct.gov/vendor/directdeposit.html) and
a Vendor Self-Service website (https://www.osc.ct.gov/vendor/index.html)
for accounts payable information. If you are interested in participating, send
the Electronic Funds Transfer form, a copy of the
W-9 and a canceled check or deposit slip to the address on the EFT form.