Fill Your Mpc 160 Massachusetts Form Open This Document Online

Fill Your Mpc 160 Massachusetts Form

The MPC 160 Massachusetts form, known formally as the Petition for Formal Probate of a Will, Adjudication of Intestacy, and Appointment of a Personal Representative, is a crucial document in the Probate and Family Court of Massachusetts. It serves as the initiation step for individuals (referred to as the petitioner) who are seeking to be appointed as personal representatives of a deceased person's estate, whether or not the deceased left a will. If you need to manage a loved one's estate matters, click the button below to start filling out the form efficiently.

When an individual passes away, managing their estate becomes a critical task, often requiring legal proceedings to ensure that their wishes are honored and the law is followed. The MPC 160 form, officially known as the "Petition for Formal Probate of a Will and/or Appointment of a Personal Representative," is a crucial document in the Commonwealth of Massachusetts for initiating such proceedings in the Probate and Family Court. This form serves multiple purposes: it can be used to formally prove a will's validity, adjudicate intestacy (when there is no will), appoint a personal representative to oversee the estate, and address other related issues under Massachusetts General Laws (G.L.) c. 190B, § 3-402. The form requires detailed information about the decedent (the person who has died), including their name, domicile, and date of death, as well as specifics regarding the petitioner, who is typically an interested party such as a relative or the executor named in the will. Venue criteria, information about the decedent's marital and family status, a list of heirs and/or devisees, and the timeframe within which the petition must be filed all form part of the content. Moreover, it discusses whether a previously appointed personal representative exists, delineates the nature of the estate (testate with a will or intestate without a will), and sets forth the requirements for the proposed personal representative, including their eligibility and any bond that must be secured. By completing and submitting this form, petitioners can initiate the formal probate process, establish their rightful role in the management of the estate, and begin the crucial work of distributing the decedent's assets in accordance with their will or state law.

Mpc 160 Massachusetts Sample

PETITION FOR FORMAL

PROBATE OF A WILL

ADJUDICATION OF INTESTACY

APPOINTMENT OF A PERSONAL REPRESENTATIVE OTHER:

PURSUANT TO G.L. c. 190B, § 3-402

Docket No.

Commonwealth of Massachusetts

The Trial Court

Probate and Family Court

Estate of:

Division

First Name

 

Middle Name

 

Last Name

Date of Death:

The Petitioner(s) (hereafter "Petitioner"), an interested person(s), makes the following statements:

1.Information about the Decedent: Name:

First NameMiddle NameLast Name

Also known as:

Name

Street Address:

(Address)(Apt, Unit, No. etc.) (City/Town) (State) (Zip)

The Decedent died on

 

at the age of

 

years.

 

 

(date)

 

 

 

 

 

 

The Decedent was domiciled in

,

 

.

 

 

 

 

 

(City/Town)

 

 

(State)

 

A death certificate issued by a public officer is in the possession of the Court or accompanies this Petition.

A death certificate issued by a public officer is not in the possession of the Court and does not accompany this Petition.

The circumstances which make it impossible for a death certificate to be provided are (See G.L. c. 190B, §§ 3-402(b) &

1-107):

2.Information about the Petitioner(s): Name:

First Name

 

 

 

 

M.I.

 

 

 

 

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

(Address)

 

(Apt, Unit, No. etc.)

(City/Town)

 

(State)

 

 

(Zip)

Mailing Address, if different:

(Address)

 

(Apt, Unit, No. etc.)

 

(City/Town)

 

(State)

 

(Zip)

Primary Phone #:

Interest of the Petitioner (e.g., Personal Representative named in Will, surviving spouse, heir, devisee, etc.-See G.L. c.

190B § 1-201(24)):

3.Venue for this proceeding is proper in this County because the Decedent:

had his or her domicile in this County on the date of death.

did not have his or her domicile in Massachusetts, but had property in this County on the date of death located at:

(Address)

 

(Apt, Unit, No. etc.)

 

(City/Town)

 

(State)

 

(Zip)

MPC 160 (3/19/12)

page

of

4.Decedent's marital and family status:

A.Did the Decedent have a surviving parent?

B.Did a spouse survive the Decedent?

C.Did the Decedent and/or the surviving spouse have surviving children or other descendants?

If the answers to both 4.B and 4.C are Yes, also answer the following questions:

Yes

Yes

Yes

No

No

No

D.Are all of the surviving spouse's surviving children or other descendants also children or other descendants of the Decedent?

Yes

No

E. Are all of the Decedent's surviving children or other descendants also children or other

Yes

descendants of the surviving spouse?

 

5.List Decedent's: (all that are applicable)

A.Spouse and children, whether adopted or not. Also list all deceased children and, if the child predeceased the decedent and has surviving descendants (children, grandchildren, etc.), list all of those surviving descendants;

No

B.If there are no descendants, list the decedent's parents or if none, list the heirs as defined in G.L. c. 190B, §§ 2-101 to 2-114;

C.If there is a Will, list all devisees (persons, whether alive or deceased, and institutions who receive personal or real property by the terms of the Will). If the Will requires a person to survive the decedent in order to take and that person predeceased the decedent, list all contingent beneficiaries (the persons who take if the original beneficiary needs to survive but did not);

D.Identify any heir, surviving spouse or devisee who may be an incompetent person or a minor and provide the name and address of the guardian or conservator, if any, and identify the Court and docket number.

SPOUSE

Name and Address

 

 

 

 

 

 

 

Relationship to Decedent

 

 

 

 

 

Indicate if this person is:

 

 

 

 

 

 

 

 

 

(check all that apply)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse, if living at the time of Decedent's

 

 

 

 

Incompetent (if yes,the name and

 

 

 

 

 

 

death.

 

 

 

 

 

 

 

 

 

 

 

 

 

address of the guardian or

 

 

 

 

 

 

Devisee under the Will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

conservator, is listed at #

 

 

)

 

 

 

 

Guardian

 

Conservator

 

 

 

 

 

 

 

 

 

 

 

 

 

Deceased (list date of death):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See docket No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent

 

 

 

 

 

 

A Minor* (list age):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Child of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AND/OR

 

 

 

 

 

 

 

 

 

 

Decedent & Decedent's spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent Only

 

 

 

 

Incompetent*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*(if yes, guardian or conservator, if any,

 

 

 

 

 

Descendant of predeceased child

 

 

 

 

 

is listed in this table at #

 

 

)

 

 

 

 

 

 

 

 

 

 

 

 

 

Other heir (List relationship):

 

 

 

 

 

 

 

 

 

 

 

 

OR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deceased (list date of death):

 

 

 

 

 

 

 

 

 

 

 

 

 

Devisee under the Will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guardian

 

Conservator

 

 

 

 

 

 

 

 

 

 

Descendants?

 

Yes

 

No

 

 

 

 

 

 

 

of:

 

 

 

 

 

 

 

 

 

 

 

 

if yes, descendants are listed at #

See docket No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MPC 160 (3/19/12)

page

of

 

Name and Address

 

 

 

 

 

 

 

Relationship to Decedent

 

 

 

 

Indicate if this person is:

 

 

 

 

 

 

 

 

 

 

 

 

(check all that apply)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent

 

 

 

 

 

 

A Minor* (list age):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Child of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AND/OR

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent & Decedent's spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent Only

 

 

 

 

Incompetent*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*(if yes, guardian or conservator, if any,

 

 

 

 

 

 

Descendant of predeceased child

 

 

 

 

 

 

 

 

 

 

is listed in this table at #

)

 

 

 

 

 

 

 

Other heir (List relationship):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deceased (list date of death):

 

 

 

 

 

 

Devisee under the Will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guardian

 

Conservator

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Descendants?

 

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

if yes, descendants are listed at #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See docket No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent

 

 

 

 

 

 

A Minor* (list age):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Child of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AND/OR

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent & Decedent's spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent Only

 

 

 

 

Incompetent*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*(if yes, guardian or conservator, if any,

 

 

 

 

 

 

Descendant of predeceased child

 

 

 

 

 

 

 

 

 

 

is listed in this table at #

)

 

 

 

 

 

 

 

Other heir (List relationship):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deceased (list date of death):

 

 

 

 

 

 

Devisee under the Will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guardian

 

Conservator

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Descendants?

 

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

if yes, descendants are listed at #

 

 

See docket No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent

 

 

 

 

 

 

A Minor* (list age):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Child of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AND/OR

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent & Decedent's spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Decedent Only

 

 

 

 

Incompetent*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*(if yes, guardian or conservator, if any,

 

 

 

 

 

 

Descendant of predeceased child

 

 

 

 

 

 

 

 

 

 

is listed in this table at #

)

 

 

 

 

 

 

 

Other heir (List relationship):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deceased (list date of death):

 

 

 

 

 

 

Devisee under the Will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Guardian

 

Conservator

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Descendants?

 

 

Yes

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

if yes, descendants are listed at #

 

 

See docket No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.This Petition is filed within the time period permitted by law (G.L. c. 190B, §3-108). Three years or less have passed since the Decedent's death, or the following circumstances authorize tardy proceedings (include statutory reference):

MPC 160 (3/19/12)

page

of

7. No Court has appointed a Personal Representative and no such appointment proceeding is pending in this state or or elsewhere.

OR

A Court has appointed a Personal Representative, whose appointment has not been terminated, or an appointment

proceeding is pending in the State of

 

 

 

 

 

 

 

and the Personal Representative's name and

address is:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name

 

 

 

 

 

M.I.

 

 

 

 

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Address)

 

 

(Apt, Unit, No. etc.)

 

 

(City/Town)

 

(State)

 

(Zip)

 

8.

Intestate Estate (check this box only if there is no Will)

After the exercise of reasonable diligence, the Petitioner is unaware of any unrevoked testamentary instrument relating to property in Massachusetts, or the following is a statement of why such an instrument is not being probated:

OR

Testate Estate (Check this box only if there is a Will)

The date of the Decedent's last Will is

 

.

The dates of all codicils are

Choose one of the following:

The original Will is in the possession of the Court or accompanies this Petition.

The original Will is lost, destroyed or otherwise unavailable and its contents are set forth in the attached statement

which is incorporated herein.

The Will has been probated in the State of

 

. Duly authenticated copies of the

Will and of the statement probating it are filed with this Petition.

9.

The Will and any codicils are referred to as the Will. The Petitioner, to the best of his or her knowledge, believes the Will was validly executed. After the exercise of reasonable diligence, the Petitioner is unaware of any instrument revoking the Will and believes that the Will is the Decedent's last Will, or the following is a statement of why such an instrument is not being probated:

The Petitioner requests the following qualified person, who is 18 years of age or older, be appointed:

Self:

Other:

 

First Name

 

 

 

 

 

M.I.

 

 

 

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Address)

(Apt, Unit, No. etc.)

 

 

 

(City/Town)

 

 

 

(State)

 

(Zip)

Mailing Address, if different:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Apt, Unit, No. etc.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Address)

 

 

 

 

(City/Town)

 

(State)

 

 

(Zip)

Primary Phone #:

MPC 160 (3/19/12)

page

of

10.

The nominee does not have priority for appointment.

OR

The nominee has priority for appointment:

by statute (G.L. c. 190B, § 3-203).

for the following reasons:

Persons with prior or equal rights to appointment are as follows:

No one.

The following:

First Name

 

M.I.

 

Last Name

Any required renouncements or nominations accompany this Petition.

11.

A bond with sureties with the penal sum amount of $

 

has been or will be filed.

 

 

 

 

OR

12.

A bond without sureties has been or will be filed and is permissible because:

The Will waives sureties on the bond and no interested person has demanded that a bond with sureties be filed.

All devisees (if a Will is filed) or heirs (if no Will is filed) have waived sureties in writing and the waivers are filed

 

with this Petition or are in the possession of the Court.

 

Other (include statutory reference):

.

Copies of this Petition and the death certificate have been sent by certified mail to the Division of Medical Assistance, Estate Recovery Unit, P.O. Box 15205, Worcester, MA 01615-0205.

13.The Petitioner requests:

Unsupervised administration

There is no Will.

The Will directs unsupervised administration.

The Will directs supervised administration, but circumstances have changed since the execution of the Will and there is no necessity for supervised administration because:

OR

Supervised administration

The Will directs supervised administration.

The Will directs unsupervised administration, but it is necessary for protection of persons interested in the estate because:

No Will directs supervised administration but it is necessary under the circumstances, specifically:

MPC 160 (3/19/12)

page

of

The Petitioner requests that the Court:

Formally admit the Decedent's Will to probate and determine heirs. Formally determine Decedent died without a Will and determine heirs.

Formally determine the heirs of the Decedent.

 

Formally appoint the nominee as Personal Representative in

unsupervised

to serve

without sureties on the bond

 

with sureties on the bond with the penal sum amount of $ and that Letters be issued.

The Petitioner also requests:

A setting aside of prior informal findings as to testacy.

A setting aside of prior informal appointment of Personal Representative. Other:

supervised administration

SIGNED UNDER THE PENALTIES OF PERJURY

I certify under the penalties of perjury that the foregoing statements are true to the best of my knowledge and belief.

Date:

Signature of Petitioner

Date:

Signature of Co-Petitioner (if applicable)

Information on Attorney for Petitioner

Signature of Attorney

(Print name)

(Address)

 

 

 

(Apt, Unit, No. etc.)

 

 

 

 

 

 

 

 

(City/Town)

 

(State)

 

 

(Zip)

Primary Phone #:

B.B.O. #

Email:

MPC 160 (3/19/12)

page

of

Document Information

Fact Name Detail
Form Purpose The form is used for the formal probate of a will, adjudication of intestacy, and appointment of a personal representative in Massachusetts.
Governing Law The process is governed by Massachusetts General Laws, Chapter 190B, Section 3-402.
Who Can File The petitioner must be an interested person, such as a named personal representative, surviving spouse, heir, or devisee.
Venue Proceedings must be proper in the county where the decedent was domiciled at death or owned property if not domiciled in Massachusetts.
Filing Timeline The petition must be filed within three years of the decedent's death unless specific circumstances authorize tardy filings as outlined in G.L. c. 190B, §3-108.

Guidelines on Filling in Mpc 160 Massachusetts

Filling out the MPC 160 form in Massachusetts is a step to ensure that a decedent's will is properly probated, intestacy issues are adjudicated, or a personal representative is correctly appointed, among other purposes. The process requires careful attention to detail as petitioners are asked to provide comprehensive information about the decedent, themselves, and other interested parties. Here is a step-by-step guide to assist you in completing the form correctly.

  1. Enter the docket number at the top of the form, if known. If you do not know it, leave it blank.
  2. In the "Estate of" section, provide the decedent's full name (first, middle, last) and date of death.
  3. Section 1: Fill out the decedent's information including name, also known as (if applicable), street address, city/town, state, zip, date and age at death, and domicile. Indicate whether a death certificate is available and its location, or explain why it cannot be provided.
  4. Section 2: Write your information as the petitioner, including name, address, mailing address (if different), primary phone number, and your interest in the estate.
  5. In Section 3, confirm the venue for the proceeding by marking the correct option and providing the necessary address if the decedent had property in the county.
  6. Section 4: Indicate the decedent's marital and family status by answering all applicable questions about surviving relatives.
  7. Section 5: Provide detailed information about the decedent's spouse, children, and other potential heirs or devisees, including names, addresses, relationships to the decedent, and note any special circumstances such as minority or incompetence.
  8. In Section 6, confirm that the petition is filed within the legally permitted time frame or provide specific reasons for delay if applicable.
  9. Section 7: Indicate whether a personal representative has been appointed and provide their information or state if no such proceeding is pending.
  10. For Section 8, check the appropriate box regarding the presence of a will and provide details as required.
  11. In Section 9, detail information about the will, the execution belief, and the absence of known revocation instruments.
  12. Section 10: Specify details about the nominee for appointment, including their priority status and relationship to the decedent, if any.
  13. Choose between Section 11 and 12 to provide information about the bond that will be filed with the court.
  14. Ensure a copy of the petition and death certificate has been sent to the Division of Medical Assistance, Estate Recovery Unit as stated in Section 13.
  15. In Section 14, indicate whether you request unsupervised or supervised administration and provide supporting reasons.

After completing these steps, double-check your responses for accuracy. Then, submit the form to the appropriate Massachusetts Probate and Family Court. Remember, this form is a legal document, and accuracy is crucial to avoid delays or issues in the probate process.

More About Mpc 160 Massachusetts

What is the MPC 160 form used for in Massachusetts?

The MPC 160 form, titled "Petition for Formal Probate of a Will, Adjudication of Intestacy, and Appointment of Personal Representative," is a legal document used in Massachusetts to initiate the process of formally proving a will's validity in probate court. It also serves to adjudicate cases of intestacy (situations where a person dies without leaving a will), and to request the appointment of a personal representative (executor) to manage the decedent's estate.

Who is required to fill out the MPC 160 form?

Interested persons, such as heirs, devisees (beneficiaries named in a will), surviving spouses, or other parties who may have a stake in the estate, are typically responsible for filling out the MPC 160 form. In cases where a will specifies an individual to act as the personal representative, that person should complete the form to initiate the probate process.

When should the MPC 160 form be filed with the court?

Under Massachusetts law, as per General Laws Chapter 190B, Section 3-108, the MPC 160 form should be filed within three years after the decedent's death. However, there are certain circumstances under which late filings may be permitted, as detailed in the statutory provisions referenced in the form.

What information is required on the MPC 160 form?

The form requires detailed information regarding the decedent, including their name, address at the time of death, and the names and addresses of the decedent's surviving relatives. Additionally, it necessitates details about the petitioner, the decedent's marital and family status, information on the decedent's will (if applicable), and the nomination for the personal representative, among other requirements.

Is it mandatory to submit a death certificate with the MPC 160 form?

Yes, submission of the decedent’s death certificate is generally required for the petition to be considered complete. The form specifies that a death certificate issued by a public officer should accompany the petition unless specific circumstances make it impossible to provide one. The form outlines provisions for such exceptions according to General Laws Chapter 190B, Sections 3-402(b) & 1-107.

How is venue determined for filing the MPC 160 form?

The appropriate venue for filing the MPC 160 form is in the county where the decedent had their domicile (primary residence) at the time of their death, or if the decedent was not domiciled in Massachusetts, in any county where the decedent owned property.

What happens if a will is not discovered until after an intestate estate has been processed?

If a will is discovered after an estate has been processed as intestate (without a will), an interested person must file the MPC 160 form to initiate formal probate of the will. This action can lead to a revisiting of the distribution of the estate in accordance with the newly discovered will's terms.

Can the nomination for personal representative be contested?

Yes, the nomination for personal representative can be contested by interested parties who may have objections to the nominated individual. The objecting party must file their contest with the probate court and outline their reasons for the objection. The court will then consider the objection and make a determination based on the best interest of the estate and all interested parties.

Common mistakes

When completing the MPC 160 form in Massachusetts, commonly known as the "Petition for Formal Probate of Will and/or Appointment of Personal Representative," individuals often encounter numerous pitfalls. Awareness and avoidance of these mistakes can be vital for the smooth processing of one’s application. Below are eight common errors to steer clear of:

  1. Not verifying the decedent’s information thoroughly: Double-checking the decedent's full name, date of death, and domicile location is crucial. Incorrect or incomplete information may delay or invalidate the petition.
  2. Incorrectly identifying the petitioner’s relationship to the decedent: Clearly stating the petitioner's relationship to the decedent is important for establishing legal standing in the probate process.
  3. Failing to provide a death certificate: The submission or availability of the decedent’s death certificate is a key requirement. If unavailable, the explanation must align with lawful reasons.
  4. Improper venue selection: The petition should be filed in the county where the decedent was domiciled or owned property. Misidentifying the venue can result in the dismissal of the case.
  5. Listing heirs and devisees inaccurately: All potential heirs and devisees need to be listed accurately, including those who predeceased the decedent but have surviving descendants.
  6. Omitting information about minors or incompetents: If any heirs or devisees are minors or deemed incompetent, this must be reported along with guardian or conservator details.
  7. Not adhering to statutory timelines: The petition must be filed within the time limits prescribed by law. Ignorance of these deadlines can disqualify the petition.
  8. Mismanagement of the will and codicils: Ensure the original will is either submitted with the petition or, if lost, a thorough explanation is provided. The same diligence is required for any codicils attached to the will.

Common incongruences also extend to bond requirements and notices to interested parties, which, if not correctly handled, can halt the probate process:

  • Overlooking the bond requirement or the type of bond required, whether with sureties or without, as stipulated by the will or law.
  • Neglecting to notify all interested parties, including but not limited to the Division of Medical Assistance, Estate Recovery Unit, when applicable.
  • Choosing the wrong type of administration (supervised vs. unsupervised), without recognizing the directives of the will or the necessities of the estate.
  • Failing to understand the rights and priorities concerning the appointment of the personal representative and not properly documenting any renunciations or nominations.

Minding these pitfalls is essential for anyone involved in the probate process in Massachusetts to ensure an orderly and lawful handling of the decedent’s estate.

Documents used along the form

When managing an estate in Massachusetts, particularly through the formal probate process initiated with the MPC 160 form, several additional forms and documents are commonly used to ensure the process is comprehensive and responds effectively to the law and the needs of the estate. Understanding these documents and their place in the probate process aids in achieving a smooth and orderly estate administration.

  • Death Certificate: A certified copy that legally verifies the death. It is crucial for initiating the process and is referenced in the MPC 160 form.
  • PC1 - Petition for Probate of Will and/or Appointment of Personal Representative (Informal): Used for the informal process of probating a will and appointing a personal representative, if the MPC 160 form indicates a need for a formal proceeding.
  • MPC 755 - Bond: A document that provides financial assurance from the personal representative for the proper administration of the estate. The MPC 160 mentions the necessity of filing a bond with or without sureties.
  • MPC 550 - Notice of Informal Probate: This notice is issued after an informal probate petition has been allowed, which is an alternative route to the formal procedure started by filing the MPC 160.
  • Oath and Bond of Personal Representative: This is a legal document where the appointed personal representative swears to fulfill their duties honorably and may be required to post a bond, depending on the estate's circumstances.
  • Inventory of Assets: A detailed list of all the decedent's assets at the time of death, which must be filed with the probate court to inform the estate valuation.
  • Account of Personal Representative: A financial report detailing the income, expenses, and distributions from the estate, ensuring transparency in estate management.
  • MPC 162 - Petition for Complete Settlement: Used towards the end of the probate process, this form seeks court approval for the final account, proposed distributions, and any attorney's fees.
  • Renunciation Form: Used when a potential personal representative or heir wishes to renounce their right or interest in the estate.
  • Waiver and Consent Forms: Documents through which heirs or beneficiaries can waive their rights to a formal notice of probate proceedings or consent to actions taken by the personal representative.

Each of these documents plays a specific role in the broader context of estate planning and probate administration. From initiating the probate process with the MPC 160 form to finalizing the estate's matters, these forms ensure that the legal requirements are met and the decedent’s wishes are honored in a manner consistent with Massachusetts law.

Similar forms

The MPC 160 Massachusetts form, titled "PETITION FOR FORMAL PROBATE OF A WILL, ADJUDICATION OF INTESTACY, APPOINTMENT OF A PERSONAL REPRESENTATIVE, OTHER: PURSUANT TO G.L. c. 190B, § 3-402," shares characteristics and purposes with several other key legal documents. It serves as a necessary tool in the probate process, closely aligning with forms and petitions used across various jurisdictions for similar matters. Understanding its similarities with other documents illuminates its role in the legal system, particularly in estate management and probate procedures.

The Petition for Probate and Administration (Formal/Administration) in other states operates on the same foundational principle as the MPC 160. This document is used when an individual has passed away, either with or without a will (testate or intestate), and the estate must be formally processed through the court. The Petition for Probate, similar to the MPC 160, requires detailed information about the decedent, their assets, and their beneficiaries or heirs. Both documents initiate the process to identify and appoint a personal representative or executor, dictate the type of probate process to be followed (e.g., supervised or unsupervised), and outline the estate's distribution wishes or statutory requirements. They also contend with the necessity of a bond to protect the estate's assets, though waivers can apply under certain conditions just as outlined in the MPC 160. The primary purpose is to ensure a legal and orderly distribution of the decedent's assets in accordance with their wishes or, absent a will, state law.

The Application for Informal Probate and/or Appointment of Personal Representative in some jurisdictions shares similarities with the MPC 160, albeit through an informal process. This approach is typically used when there is no expected contention among heirs or other interested parties over the estate. Like the MPC 160, it requests significant details about the decedent, including the names and addresses of heirs and proposed personal representatives, and includes requirements regarding the decedent's will, if available. Both documents might address the bond requirement, depending on the estate's complexity and the jurisdiction's laws. The key difference lies in the procedural approach: the informal application processes are designed to bypass more complicated court proceedings when circumstances allow, whereas the MPC 160, though offering paths for both supervised and unsupervised administration, acknowledges the potential need for more formal court involvement from the outset.

The Notice of Probate, while not a petition or application form per se, is another document closely related to the MPC 160 process. Post-filing of the MPC 160 or its equivalents, the probate court typically requires that notice of the proceedings be given to all interested parties, including heirs, devisees, creditors, and sometimes the public at large. The Notice of Probate informs these parties of the decedent's death, the filing of the will (if applicable), and their right to challenge the will or the appointment of the personal representative within a specified period. Although the MPC 160 itself is not a notice, it sets the stage for this important step in the probate process by collecting and formalizing the decedent's information and the petitioner's requests regarding the estate's administration.

Dos and Don'ts

Filling out the MPC 160 form, a critical document for estate matters in Massachusetts, demands caution, clarity, and precision. Here are seven do's and don'ts to guide you through the process effectively:

  • Do double-check the decedent's personal information. Ensure that the deceased's name, domicile address, and date of death are accurately recorded, mirroring the information on the death certificate.
  • Do accurately list all interested persons. This includes heirs, devisees, and any minors or incompetent persons, ensuring their names, relationships to the decedent, and their legal representatives, if any, are correctly identified.
  • Do verify the venue. Confirm that the venue for the proceeding is correctly chosen based on the decedent's place of domicile or property location within the state.
  • Do provide clear documentation if the original will is not available. In cases where the will is lost or destroyed, attach a detailed statement explaining the will's contents and the circumstances of its unavailability.
  • Do not leave out any potential heirs or devisees. Failing to include all rightful parties might complicate or invalidate the probate process.
  • Do not guess on the form. If you're unsure about how to fill out any part of the MPC 160, seek professional legal advice rather than risking an incorrect submission.
  • Do not ignore timelines. Submit the petition within the legally allowed timeframe after the decedent's death to avoid unnecessary delays or the potential for the petition to be dismissed.

Approaching the MPC 160 form with the appropriate level of diligence and attention to detail not only respects the decedent's wishes but also safeguards the interests of all parties involved in the estate. Each step taken with care brings clarity and efficiency to the administration of the estate, reinforcing the legal process's integrity.

Misconceptions

There are several common misconceptions about the MPC 160 form in Massachusetts that can lead to confusion. These misunderstandings can affect the way individuals approach the probate process. Here are eight such misconceptions explained in detail:

  • It's only for when there's a will. This is incorrect. While the MPC 160 form is used for the formal probate of a will, it is also used for the adjudication of intestacy (when there is no will) and for the appointment of a personal representative, among other purposes.
  • Anyone can file the MPC 160 form. In reality, the form must be filed by an "interested person" as defined under G.L. c. 190B, § 1-201(24). This typically includes heirs, devisees, spouses, creditors, or others having a property right or claim against the estate of the deceased.
  • The process is quick. The probate process in Massachusetts, including steps initiated with the MPC 160 form, can be lengthy and complex, often taking several months to complete due to legal requirements and court schedules.
  • No court appearance is necessary. This can be misleading as in some cases, a court appearance may be required, depending on the complexity of the estate and if any disputes arise.
  • Filing the form is all that’s needed to complete the probat process. Filing MPC 160 is only the beginning of the probate process. There may be additional requirements such as notifying heirs, inventorying the estate, paying debts and taxes, and eventually distributing the estate.
  • Death certificate must always accompany the form. While a death certificate often accompanies the form, exceptions exist. For example, if a death certificate cannot be provided, the petitioner must explain the circumstances as noted in the form.
  • Probate is unnecessary if there’s a will. Even when a will exists, probate may still be necessary to legally transfer ownership of assets, settle debts, and ensure the will's instructions are followed correctly.
  • Information about minor or incompetent heirs is not required. Contrary to this belief, the form requires information about any heir, surviving spouse, or devisee who may be an incompetent person or a minor, including the appointment of a guardian or conservator for them, if applicable.

Understanding these common misconceptions about the MPC 160 form is crucial for anyone involved in the probate process in Massachusetts. This knowledge helps in accurately completing and filing the form, setting realistic expectations for the process, and preventing unnecessary complications.

Key takeaways

When filling out and using the MPC 160 Massachusetts form, there are several key takeaways to keep in mind to ensure a smooth and accurate process:

  • Understand the Purpose: The form is used for formally petitioning for the probate of a will, adjudication of intestacy, and appointment of a personal representative, among other related proceedings.
  • Read Carefully Before Filling Out: Each section of the form requires detailed information about the decedent, the petitioner, and the estate. Carefully reading the instructions and accurately providing all required information is crucial.
  • Documentation is Key: Ensure that all necessary documents, such as death certificates and, if applicable, the original will and any codicils, accompany the petition to avoid delays.
  • Timeliness Matters: The petition must be filed within the period permitted by law, which is generally three years or less after the decedent’s death. However, exceptions can apply under certain circumstances.
  • Prepare for Filing Fees: There may be fees associated with filing the MPC 160 form. Check the latest fee schedule from the Massachusetts Probate and Family Court to prepare accordingly.

Following these guidelines will help in completing the MPC 160 form accurately and efficiently, contributing to a smoother probate process.

Please rate Fill Your Mpc 160 Massachusetts Form Form
4.71
(Superior)
171 Votes

Other PDF Templates