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.
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:
M.I.
(Address)
(Apt, Unit, No. etc.)
(Zip)
Mailing Address, if different:
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:
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
No
D.Are all of the surviving spouse's surviving children or other descendants also children or other descendants of the Decedent?
E. Are all of the Decedent's surviving children or other descendants also children or other
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;
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
Descendants?
if yes, descendants are listed at #
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):
7. No Court has appointed a Personal Representative and no such appointment proceeding is pending in this state or or elsewhere.
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:
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:
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:
10.
The nominee does not have priority for appointment.
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:
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.
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:
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:
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
Signature of Co-Petitioner (if applicable)
Information on Attorney for Petitioner
Signature of Attorney
(Print name)
B.B.O. #
Email:
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.
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.
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.
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:
Common incongruences also extend to bond requirements and notices to interested parties, which, if not correctly handled, can halt the probate process:
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.
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.
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.
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.
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:
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.
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:
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.
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:
Following these guidelines will help in completing the MPC 160 form accurately and efficiently, contributing to a smoother probate process.
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