Connecticut General Statutes 45a-499p – Venue
(a) Process for a proceeding in the Superior Court concerning a trust shall be returnable as provided in chapter 890.
Terms Used In Connecticut General Statutes 45a-499p
- Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
- Beneficiary: means a person that (A) has a present or future beneficial interest in a trust, vested or contingent. See Connecticut General Statutes 45a-499c
- Court: means a court of this state having jurisdiction over the matter pursuant to sections 45a-499o and 45a-499p or a court of another state having jurisdiction under the law of the other state. See Connecticut General Statutes 45a-499c
- Evidence: Information presented in testimony or in documents that is used to persuade the fact finder (judge or jury) to decide the case for one side or the other.
- Intangible property: Property that has no intrinsic value, but is merely the evidence of value such as stock certificates, bonds, and promissory notes.
- Inter vivos: Transfer of property from one living person to another living person.
- Probate: Proving a will
- Settlor: means a person, including a testator, that creates or contributes property to a trust. See Connecticut General Statutes 45a-499c
- Testamentary trust: means a trust created under a will and, unless otherwise expressly provided, any trust established pursuant to an order of the Probate Court. See Connecticut General Statutes 45a-499c
- Trustee: A person or institution holding and administering property in trust.
- Trustee: includes an original, additional and successor trustee and a cotrustee. See Connecticut General Statutes 45a-499c
(b) A petition to commence a proceeding in a Probate Court concerning a testamentary trust shall be filed with:
(1) The court that admitted the settlor‘s will to probate; or
(2) If the trust was established pursuant to a court order, the court that issued the order or the court to which the trust was subsequently transferred pursuant to rules of procedure adopted by the Supreme Court under section 45a-78.
(c) A petition to commence a proceeding in a Probate Court concerning an inter vivos trust shall be filed with the court for the probate district:
(1) Where the principal place of administration of the trust is located;
(2) Where a trustee or successor trustee resides or has a place of business;
(3) Where a trust asset is maintained or evidence of intangible property held by the trust is situated;
(4) Where the settlor resides;
(5) If the settlor is deceased, where the settlor’s will was admitted to probate or that granted administration of the settlor’s estate, or where the settlor resided immediately before death; or
(6) If a trust has no trustee, where a beneficiary resides or, if the beneficiary is not an individual, where the beneficiary has a place of business.