General Laws of Massachusetts (Last Updated: January 16, 2020) |
PART II REAL AND PERSONAL PROPERTY AND DOMESTIC RELATIONS |
TITLE II. DESCENT AND DISTRIBUTION, WILLS, ESTATES OF DECEASED PERSONS AND ABSENTEES, GUARDIANSHIP, CONSERVATORSHIP AND TRUSTS |
CHAPTER 190B. MASSACHUSETTS UNIFORM PROBATE CODE |
ARTICLE I. GENERAL PROVISIONS, DEFINITIONS AND PROBATE JURISDICTION OF COURT |
SECTION 1-101. Short title |
SECTION 1-102. Purposes; rule of construction |
SECTION 1-103. Supplementary general principles of law applicable |
SECTION 1-104. Severability |
SECTION 1-105. Construction against implied repeal |
SECTION 1-106. Effect of fraud and evasion |
SECTION 1-107. Evidence of death or status |
SECTION 1-108. Act by holder of general power |
SECTION 1-109. Standard of proof |
SECTION 1-201. Definitions and inclusions |
SECTION 1-301. Territorial application |
SECTION 1-302. Subject matter jurisdiction |
SECTION 1-303. Venue; multiple proceedings; transfer |
SECTION 1-304 to 1-306. Reserved |
SECTION 1-307. Magistrate; powers |
SECTION 1-308, 1-309. Reserved |
SECTION 1-310. Oath of affirmation on filed documents |
SECTION 1-401. Notice;method and timing of giving |
SECTION 1-402. Notice; waiver |
SECTION 1-403. Pleadings; when parties bound by others; notice |
SECTION 1-404. Guardian ad litem and next friend |
ARTICLE II. INTESTACY, WILLS AND DONATIVE TRANSFERS |
SECTION 2-101. Intestate estate |
SECTION 2-102. Share of spouse |
SECTION 2-103. Share of heirs other than surviving spouse |
SECTION 2-104. Reserved |
SECTION 2-105. No taker |
SECTION 2-106. Representation |
SECTION 2-107. Kindred of half blood |
SECTION 2-108. Afterborn heirs |
SECTION 2-109. Advancements |
SECTION 2-110. Debts to decedent |
SECTION 2-111. Alienage |
SECTION 2-112. Dower and curtesy abolished |
SECTION 2-113. Individuals related to decedent through two lines |
SECTION 2-114. Parent and child relationship |
SECTION 2-201 to 2-299. Reserved |
SECTION 2-301. Entitlement of spouse; premarital will |
SECTION 2-302. Omitted children |
SECTION 2-401. Applicable law |
SECTION 2-402. Reserved |
SECTION 2-403. Exempt property |
SECTION 2-404. Discretionary family allowance |
SECTION 2-405. Source, determination, and documentation |
SECTION 2-501. Who may make will |
SECTION 2-502. Execution of wills |
SECTION 2-503. Reserved |
SECTION 2-504. Self-proved will |
SECTION 2-505. Who may witness |
SECTION 2-506. Choice of law as to execution |
SECTION 2-507. Revocation by writing or by act |
SECTION 2-508. Revocation by change of circumstances |
SECTION 2-509. Revival of revoked will |
SECTION 2-510. Incorporation by reference |
SECTION 2-511. Testamentary additions to trusts |
SECTION 2-512. Events of independent significance |
SECTION 2-513. Separate writing identifying devise of certain types of tangible property |
SECTION 2-514. Contracts concerning succession |
SECTION 2-515. Deposit of will with court in testator's lifetime |
SECTION 2-516. Duty of custodian of will; liability |
SECTION 2-517. Penalty clause for contest |
SECTION 2-601. Scope |
SECTION 2-602. Will may pass all property and after–acquired property |
SECTION 2-603. Anti-lapse; deceased devisee; class gifts |
SECTION 2-604. Failure of testamentary provision |
SECTION 2-605. Increase in devised securities; accessions |
SECTION 2-606. Nonademption of specific devises; unpaid proceeds of sale, condemnation, or insurance; sale by conservator or agent |
SECTION 2-607. Nonexoneration |
SECTION 2-608. Exercise of power of appointment |
SECTION 2-609. Ademption by satisfaction |
SECTION 2-610. Annuities |
SECTION 2-701. Scope |
SECTION 2-702. Requirement of survival |
SECTION 2-703. Choice of law as to meaning and effect of donative dispositions |
SECTION 2-704. Taxes on QTIPS |
SECTION 2-705. Class gifts construed to accord with intestate succession |
SECTION 2-706. Life insurance; retirement plan; account with POD designation; transfer-on-death registration; deceased beneficiary |
SECTION 2-707. Survivorship with respect to future interests under terms of trust; substitute takers |
SECTION 2-708. Class gifts to ''descendants'', ''issue'', or ''heirs of the body''; form of distributions if none specified |
SECTION 2-709. Representation; per capita at each generation; per stirpes |
SECTION 2-710. Worthier title doctrine abolished |
SECTION 2-711. Future interests in ''heirs'' and like |
SECTION 2-801. Disclaimer of property interests |
SECTION 2-802. Effect of divorce, annulment, and decree of separation |
SECTION 2-803. Effect of homicide on intestate succession, wills, trusts, joint assets, life insurance, and beneficiary designation |
SECTION 2-804. Revocation of probate and nonprobate transfers by divorce; no revocation by other changes of circumstances |
SECTION 2-901. Statutory rule against perpetuities |
SECTION 2-902. When nonvested property interest or power of attorney appointment created |
SECTION 2-903. Reformation |
SECTION 2-904. Exclusions from statutory rule against perpetuities |
SECTION 2-905. Prospective application |
SECTION 2-906. Supersession |
ARTICLE III. PROBATE OF WILLS AND ADMINISTRATION |
SECTION 3-101. Devolution of estate at death; restrictions |
SECTION 3-102. Necessity of order of probate for will |
SECTION 3-103. Necessity of appointment for administration |
SECTION 3-104. Claims against decedent; necessity of administration |
SECTION 3-105. Proceedings affecting devolution and administration |
SECTION 3-106. Proceedings within the exclusive jurisdiction of court; service; jurisdiction over persons |
SECTION 3-107. Scope of proceedings; proceedings independent; exception |
SECTION 3-108. Probate, testacy and appointment proceedings; ultimate time limit |
SECTION 3-109. Statutes of limitation on decedent's cause of action |
SECTION 3-201. Venue for first and subsequent estate proceedings; location of property |
SECTION 3-202. Appointment or testacy proceedings; conflicting claim of domicile in another state |
SECTION 3-203. Priority among persons seeking appointment as personal representative |
SECTION 3-204. Reserved |
SECTION 3-205. Judge or register as personal representative |
SECTION 3-301. Informal probate or appointment proceedings; petition; contents |
SECTION 3-302. Informal probate; duty of magistrate; effect of informal probate |
SECTION 3-303. Informal probate; proof and findings required |
SECTION 3-304. Informal probate; unavailable in certain cases |
SECTION 3-305. Informal probate; magistrate not satisfied |
SECTION 3-306. Informal probate; notice requirements |
SECTION 3-307. Informal appointment proceedings; delay in order; duty of magistrate; effect of appointment |
SECTION 3-308. Informal appointment proceedings; proof and findings required |
SECTION 3-309. Informal appointment proceedings; magistrate not satisfied |
SECTION 3-310. Reserved |
SECTION 3-311. Informal appointment unavailable in certain cases |
SECTION 3-401. Formal testacy proceedings; nature; when commenced |
SECTION 3-402. Formal testacy or appointment proceedings; petition; contents |
SECTION 3-403. Formal testacy proceedings; notice of hearing on petition |
SECTION 3-404. Reserved |
SECTION 3-405. Formal testacy proceedings; uncontested cases; hearings and proof |
SECTION 3-406. Formal testacy proceedings; contested cases; testimony of attesting witnesses |
SECTION 3-407. Reserved |
SECTION 3-408. Formal testacy proceedings; will construction; effect of final order in another jurisdiction |
SECTION 3-409. Formal testacy proceedings; order; foreign will |
SECTION 3-410. Formal testacy proceedings; probate of more than one instrument |
SECTION 3-411. Formal testacy proceedings; partial intestacy |
SECTION 3-412. Formal testacy proceedings; effect of order; vacation |
SECTION 3-413. Formal testacy proceedings; vacation of order for other cause |
SECTION 3-414. Formal proceedings concerning appointment of personal representative |
SECTION 3-501. Supervised administration; nature of proceeding |
SECTION 3-502. Supervised administration; petition; order |
SECTION 3-503. Supervised administration; effect on other proceedings |
SECTION 3-504. Supervised administration; powers of personal representative |
SECTION 3-505. Supervised administration; interim orders; distribution and closing orders |
SECTION 3-601. Qualification |
SECTION 3-602. Acceptance of appointment; consent to jurisdiction |
SECTION 3-603. Bond without sureties |
SECTION 3-604. Bond with sureties; procedure; reduction |
SECTION 3-605. Demand for sureties by interested person |
SECTION 3-606. Terms and conditions of bonds |
SECTION 3-607. Order restraining personal representative |
SECTION 3-608. Termination of appointment; general |
SECTION 3-609. Termination of appointment; death or disability |
SECTION 3-610. Resignation by personal representative |
SECTION 3-611. Termination of appointment by removal; cause; procedure |
SECTION 3-612. Termination of appointment; change of testacy status |
SECTION 3-613. Successor personal representative |
SECTION 3-614. Special representative; appointment |
SECTION 3-615. Special representative; who may be appointed |
SECTION 3-616. Reserved |
SECTION 3-617. Special representative; formal proceedings; power and duties |
SECTION 3-618. Termination of appointment; special representative |
SECTION 3-701. Time of accrual of duties and powers |
SECTION 3-702. Priority among different letters |
SECTION 3-703. General duties; relation and liability to persons interested in estate; standing to sue |
SECTION 3-704. Personal representative to proceed without court order; exception |
SECTION 3-705. Reserved |
SECTION 3-706. Duty of personal representative; inventory and appraisement |
SECTION 3-707. Employment of appraisers |
SECTION 3-708. Reserved |
SECTION 3-709. Duty of personal representative; possession of estate |
SECTION 3-710. Power to avoid transfers |
SECTION 3-711. Reserved |
SECTION 3-712. Improper exercise of power; breach of fiduciary duty |
SECTION 3-713. Sale, encumbrance or transaction involving conflict of interest; voidable; exceptions |
SECTION 3-714. Persons dealing with personal representative; protection |
SECTION 3-715. Transactions authorized for personal representatives; exceptions |
SECTION 3-716. Powers and duties of successor personal representative |
SECTION 3-717. Co-representatives; when joint action required |
SECTION 3-718. Powers of surviving personal representative |
SECTION 3-719. Compensation of personal representative |
SECTION 3-720. Expenses in estate litigation |
SECTION 3-721. Reserved |
SECTION 3-801. Reserved |
SECTION 3-802. Statute of limitations |
SECTION 3-803. Limitations on presentation of claims |
SECTION 3-804. Manner of commencement of claims |
SECTION 3-805. Classification of claims |
SECTION 3-806. Allowance of claims |
SECTION 3-807. Payment of claims |
SECTION 3-808. Individual liability of personal representative |
SECTION 3-809. Secured claims |
SECTION 3-810. Claims not due and contingent or unliquidated claims |
SECTION 3-811. Counterclaims |
SECTION 3-812. Execution and levies prohibited |
SECTION 3-813. Compromise of claims |
SECTION 3-814. Encumbered assets |
SECTION 3-815. Administration in more than one state; duty of personal representative |
SECTION 3-816. Final distribution to domiciliary representative |
SECTION 3-901. Successors' rights if no administration |
SECTION 3-902. Distribution; order in which assets appropriated; abatement |
SECTION 3-903. Right of retainer |
SECTION 3-904. Interest on general pecuniary devise |
SECTION 3-905. Reserved |
SECTION 3-906. Distribution in kind; valuation; method |
SECTION 3-907. Distribution in kind; evidence |
SECTION 3-908. Distribution; right or title of distributee |
SECTION 3-909. Improper distribution; liability of distributee |
SECTION 3-910, 3-911. Reserved |
SECTION 3-912. Private agreements among successors to decedent binding on personal representative |
SECTION 3-913. Distributions to trustee |
SECTION 3-914. Disposition of unclaimed assets |
SECTION 3-915. Distribution to person under disability |
SECTION 3-916. Apportionment of estate taxes |
SECTION 3-917. Partial distribution |
SECTION 3-1001. Formal proceedings terminating administration; testate or intestate; order of general protection |
SECTION 3-1002. Reserved |
SECTION 3-1003. Closing estates; by sworn statement of personal representative |
SECTION 3-1004. Liability of distributees to claimants |
SECTION 3-1005. Limitations on proceedings against personal representative |
SECTION 3-1006. Limitations on actions and proceedings against distributees |
SECTION 3-1007, 3-1008. Reserved |
SECTION 3-1101. Effect of approval of agreements involving trusts, inalienable interests, or interests of third persons |
SECTION 3-1102. Procedure for securing court approval of compromise |
SECTION 3-1103. Non-resident beneficiaries; payment of trust fund to foreign trustee |
SECTION 3-1201. Collection of personal property by affidavit |
SECTION 3-1202. Effect of affidavit |
SECTION 3-1203. Small estates; summary administration procedure |
SECTION 3-1204. Small estates; closing by sworn statement of personal representative |
ARTICLE IV. FOREIGN FIDUCIARIES |
SECTION 4-101. Definitions |
SECTION 4-201. Payment of debt and delivery of property to domiciliary foreign personal representative without local administration |
SECTION 4-202. Payment or delivery discharges |
SECTION 4-203. Resident creditor notice |
SECTION 4-204. Proof of authority-bond |
SECTION 4-205. Powers |
SECTION 4-206. Power of representatives in transition |
SECTION 4-207. Ancillary and other local administrations; provisions governing |
SECTION 4-301. Jurisdiction by act of foreign personal representative |
SECTION 4-302. Jurisdiction by act of decedent |
SECTION 4-302A. Proceedings to determine property rights |
SECTION 4-303. Service on foreign personal representative |
SECTION 4-401. Effect of adjudication for or against personal representative |
ARTICLE V. PROTECTION OF PERSONS UNDER DISABILITY AND THEIR PROPERTY |
SECTION 5-101. Definitions and inclusions |
SECTION 5-102. Facility of payment or delivery |
SECTION 5-103. Delegation of powers by parent or guardian |
SECTION 5-104. Reserved |
SECTION 5-105. Venue |
SECTION 5-106. Appointment of counsel; guardian ad litem |
SECTION 5-107. Protection of minors |
SECTION 5-201. Appointment and status of guardian of minor |
SECTION 5-202. Parental or guardian appointment of guardian for minor |
SECTION 5-203. Objection by minor fourteen or older to parental appointment |
SECTION 5-204. Court appointment of guardian of minor; conditions for appointment; temporary guardian |
SECTION 5-205. Reserved |
SECTION 5-206. Procedure for court appointment of guardian of minor |
SECTION 5-207. Court appointment of guardian of minor; qualifications; priority of minor's nominee |
SECTION 5-208. Bond; consent to service by acceptance of appointment; notice |
SECTION 5-209. Powers, duties, rights and immunities of guardian of minor; limitations |
SECTION 5-210. Termination of appointment of guardian; general |
SECTION 5-211. Reserved |
SECTION 5-212. Resignation, removal, and other post-appointment proceedings |
SECTION 5-301. Nomination of guardian for incapacitated person by will or other writing |
SECTION 5-302. Reserved |
SECTION 5-303. Procedure for court appointment of a guardian of an incapacitated person |
SECTION 5-304. Notice in guardianship or conservatorship proceeding |
SECTION 5-305. Who may be guardian; parties |
SECTION 5-306. Findings; order of appointment |
SECTION 5-306A. Substituted judgment |
SECTION 5-307. Bond; acceptance of appointment; consent to jurisdiction |
SECTION 5-308. Emergency orders; temporary guardians |
SECTION 5-309. Powers, duties, rights and immunities of guardians, limitations |
SECTION 5-310. Termination of guardianship for incapacitated person |
SECTION 5-311. Removal or resignation of guardian; termination of incapacity |
SECTION 5-312. Reserved |
SECTION 5-313. Religious freedom of incapacitated person |
SECTION 5-401. Management of estate |
SECTION 5-402. Protective proceedings; jurisdiction of business affairs of protected persons |
SECTION 5-403. Reserved |
SECTION 5-404. Original petition for appointment or protective order |
SECTION 5-405. Notice |
SECTION 5-406. Reserved |
SECTION 5-407. Findings; order of appointment; permissible court orders |
SECTION 5-408. Protective arrangements and single transactions authorized |
SECTION 5-409. Who may be appointed conservator; penalties |
SECTION 5-410. Bond |
SECTION 5-411. Terms and Requirements of Bonds |
SECTION 5-412. Acceptance of appointment; consent to jurisdiction |
SECTION 5-412A. Emergency orders; temporary conservators |
SECTION 5-413. Compensation and expenses |
SECTION 5-414. Reserved |
SECTION 5-415. Petitions for orders subsequent to appointment |
SECTION 5-416. General duty of conservator; plan |
SECTION 5-417. Inventory and records |
SECTION 5-418. Accounts |
SECTION 5-419. Conservators; title by appointment |
SECTION 5-420. Recording of conservator's letters |
SECTION 5-421. Sale, encumbrance, or transaction involving conflict of interest voidable; exceptions |
SECTION 5-422. Persons dealing with conservators; protection |
SECTION 5-423A. Delegation |
SECTION 5-423. Powers of conservator in administration |
SECTION 5-424. Distributive duties and powers of conservator |
SECTION 5-425. Enlargement or limitation of powers of conservator |
SECTION 5-426. Preservation of estate plan; right to examine |
SECTION 5-427. Claims against protected person |
SECTION 5-428. Personal liability of conservator |
SECTION 5-429. Removal or resignation of conservator; termination of disability; termination of proceedings |
SECTION 5-430. Payment of debt and delivery of property to foreign conservator without local proceedings |
SECTION 5-431. Foreign conservator; proof of authority; bond; powers |
SECTION 5-501. Definition |
SECTION 5-502. Durable power of attorney not affected by lapse of time, disability or incapacity |
SECTION 5-503. Relation of attorney in fact to court-appointed fiduciary |
SECTION 5-504. Power of attorney not revoked until notice |
SECTION 5-505. Proof of continuance of durable and other powers of attorney by affidavit |
SECTION 5-506. Enforcement |
SECTION 5-507. Protection; third parties |
ARTICLE VI. NONPROBATE TRANSFERS ON DEATH |
SECTION 6-101. Nonprobate transfers on death |
SECTION 6-201 to 6-206. Reserved |
SECTION 6-211 to 6-216. Reserved |
SECTION 6-221 to 6-227. Reserved |
SECTION 6-301. Definitions |
SECTION 6-302. Registration in beneficiary form; sole or joint tenancy ownership |
SECTION 6-303. Registration in beneficiary form; applicable law |
SECTION 6-304. Origination of registration in beneficiary form |
SECTION 6-305. Form of registration in beneficiary form |
SECTION 6-306. Effect of registration in beneficiary form |
SECTION 6-307. Ownership on death of owner |
SECTION 6-308. Protection of registering entity |
SECTION 6-309. Nontestamentary transfer on death |
SECTION 6-310. Terms, conditions, and forms for registration |
SECTION 6-311. Rights of creditors and others |
ARTICLE VII. TRUST ADMINISTRATION |
SECTION 7-101. Repealed, 2012, 140, Sec. 51 |
SECTION 7-102. Reserved |
SECTION 7-103. Repealed, 2012, 140, Sec. 51 |
SECTION 7-104. Reserved |
SECTION 7-105. Repealed, 2012, 140, Sec. 51 |
SECTION 7-201 to 7-203. Repealed, 2012, 140, Sec. 51 |
SECTION 7-204. Reserved |
SECTION 7-205, 7-206. Repealed, 2012, 140, Sec. 51 |
SECTION 7-301. Repealed, 2012, 140, Sec. 51 |
SECTION 7-302. Reserved |
SECTION 7-303 to 7-311. Repealed, 2012, 140, Sec. 51 |
SECTION 7-401. Repealed, 2012, 140, Sec. 51 |
SECTION 7-501. Transfer of property; statutory custodianship trustee; revocability |
SECTION 7-502. Application of income and principal; accounting by trustee |
SECTION 7-503. Resignation or removal of trustee; appointment to fill vacancy |
ARTICLE 5A. UNIFORM ADULT GUARDIANSHIP AND PROTECTIVE PROCEEDINGS<br> JURISDICTION ACT |
SECTION 5A-101. Short title |
SECTION 5A-102. Definitions |
SECTION 5A-103. International application of the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act |
SECTION 5A-104. Communication between courts |
SECTION 5A-105. Cooperation between courts |
SECTION 5A-106. Taking testimony in another state |
SECTION 5A-201. Definitions; significant connection factors |
SECTION 5A-202. Exclusive basis |
SECTION 5A-203. Jurisdiction |
SECTION 5A-204. Special jurisdiction |
SECTION 5A-205. Exclusive and continuing jurisdiction |
SECTION 5A-206. Appropriate forum |
SECTION 5A-207. Jurisdiction declined by reason of conduct |
SECTION 5A-208. Notice of proceeding |
SECTION 5A-209. Proceedings in more than one state |
SECTION 5A-301. Transfer of guardianship or conservatorship to another state |
SECTION 5A-302. Accepting guardianship or conservatorship transferred from another state |
SECTION 5A-401. Registration of guardianship orders |
SECTION 5A-402. Registration of protective orders |
SECTION 5A-403. Effect of registration |
SECTION 5A-501. Uniformity of application and construction |
SECTION 5A-502. Relation to Electronic Signatures in Global and National Commerce Act |
SECTION 5A-503. Transitional provision |