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