Personal Property Memorandum - Connecticut

PERSONAL PROPERTY MEMORANDUM

State of Connecticut

IMPORTANT LEGAL NOTICE

This memorandum records wishes about tangible personal property for the executor
to consider within the authority given by the will. It does not change the will or
create a binding testamentary gift. Connecticut requires a will or codicil that
passes property to meet the execution rules in Conn. Gen. Stat. § 45a-251.

Recommended alternatives in Connecticut:

For a binding gift or change to one, put the disposition in a properly executed
will or codicil with Connecticut counsel's assistance.

Table of Contents

1. Declarant Identification
2. Reference to Last Will and Testament
3. Legal Authority and Limitations
4. Distribution of Tangible Personal Property
5. Special Instructions
6. General Provisions
7. Execution
8. Sources and References

1. DECLARANT IDENTIFICATION

I, [FULL LEGAL NAME], currently residing at [STREET ADDRESS], [CITY], Connecticut [ZIP CODE], voluntarily record these nonbinding wishes for my executor.

Date of Birth: [__/__/____]

2. REFERENCE TO LAST WILL AND TESTAMENT

My Last Will and Testament is dated [__/__/____]. This memorandum is guidance only. If it conflicts with that will or any valid codicil, the will or codicil controls. I may give a copy to my nominated executor: [NAME].

3. LEGAL AUTHORITY AND LIMITATIONS

Conn. Gen. Stat. § 45a-251 requires a will or codicil passing property to be written, subscribed by the testator, and attested by two witnesses who subscribe in the testator's presence. This memorandum is not intended to operate as a will, codicil, or amendment. My executor should follow the will and applicable law when making distributions.

Use of this memorandum: List only items I own or expect to own, check the will for any existing gift of an item, and identify recipients clearly. This memorandum may be changed as an expression of wishes, but such a change does not amend my will.

4. DISTRIBUTION OF TANGIBLE PERSONAL PROPERTY

I would like the following items of tangible personal property to go to the persons named below, to the extent my will and the executor's lawful authority permit. The alternate recipient is my preference if the primary recipient does not survive me. This table does not override a gift or residuary provision in my will.

Jewelry and Watches

Art, Antiques, and Collectibles

Furniture and Household Items

Vehicles and Watercraft

Electronics and Equipment

Firearms

Collections (Books, Coins, Stamps, Memorabilia, etc.)

Family Heirlooms and Sentimental Items

Additional Items

5. SPECIAL INSTRUCTIONS

[________________________________]
[________________________________]
[________________________________]

6. GENERAL PROVISIONS

Property Not Listed: My Last Will and Testament governs property not listed here and controls any conflict.

Disputes: If a dispute arises, my Executor may consider these wishes only to the extent permitted by the Will and applicable law. This Memorandum does not make the Executor's decision final and binding.

Scope of This Memorandum: It lists only the tangible items described above and does not dispose of other assets.

Changes to Binding Gifts: If I want to make or change a binding testamentary gift, I should execute a will or codicil that complies with Conn. Gen. Stat. § 45a-251.

7. EXECUTION

I sign this Personal Property Memorandum on the date below as a nonbinding letter of wishes. I do not intend it to amend my will or operate as a codicil.

Declarant:

Signature: [________________________________]

Printed Name: [________________________________]

Date: [__/__/____]

Acknowledging witnesses (optional; these signatures do not turn this letter into a will or codicil):

Witness 1:

Signature: [________________________________]
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]

Witness 2:

Signature: [________________________________]
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]

8. SOURCES AND REFERENCES

• Conn. Gen. Stat. § 45a-251 — Making and execution of wills

This is a nonbinding letter of wishes. It does not amend a will or make a testamentary gift.