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 § 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.