Probate Court Rule 30.12 requires an executor or administrator to send copies of the inventory and financial report or account to all parties and attorneys. Members of the Connecticut bar have suggested that there should be an exception for a beneficiary of a specific bequest who has already received the bequest. The Probate Court Rules Advisory Committee and the Probate Judges attending the March Judges Institute agreed. As such, an amendment to section 30.12 has been drafted that would excuse a fiduciary from the requirement of providing copies to a beneficiary who has acknowledged, in writing, receipt of the bequest.

Since the revised rules will not become effective until July, 2015, the Procedures Review Committee has developed a new Probate Court form that may be used in the interim. The form, Acknowledgment of Receipt of Specific Bequest, PC-287, may be signed by a beneficiary to acknowledge receipt of a specific bequest and to acknowledge that the beneficiary will not receive copies of the fiduciary’s prospective filings with the court. The court will, however, continue to send notice of any hearing during the administration of the estate to the beneficiary of the specific bequest.

The form can be found by clicking on the "Forms" link to the left or by clicking here, PC-287.