Section 2–707. [Survivorship with respect to future interests under terms of trust; substitute takers.]
(a) If an instrument is silent on the requirement of survivorship, a future interest under the terms of a trust shall be contingent on the beneficiary surviving the distribution date. In that case, if a beneficiary of a future interest under the terms of a trust fails to survive the distribution date, the following shall apply:
(1) If the future interest is not in the form of a class gift and the deceased beneficiary leaves surviving descendants, a substitute gift shall be created in the beneficiary's surviving descendants. Such descendants shall take per capita at each generation the property to which the beneficiary would have been entitled had the beneficiary survived the distribution date.
(2) If the future interest is in the form of a class gift, other than a future interest to ''issue'', ''descendants'', ''heirs of the body'', ''heirs'', ''next of kin'', ''relatives'' or ''family'', or a class described by language of similar import, a substitute gift shall be created in the deceased beneficiary or beneficiaries' surviving descendants. The property to which the beneficiaries would have been entitled had all of the beneficiaries survived the distribution date shall pass to the surviving beneficiaries and the surviving descendants of the deceased beneficiaries. Each surviving beneficiary shall take the share to which the surviving beneficiary would have been entitled had the deceased beneficiaries survived the distribution date. Each deceased beneficiary's surviving descendants who are substituted for the deceased beneficiary take per capita at each generation the share to which the deceased beneficiary would have been entitled had the deceased beneficiary survived the distribution date. For the purposes of this paragraph, ''deceased beneficiary'' shall mean a class member who failed to survive the distribution date and left 1 or more surviving descendants.
(b) If, after the application of subsection (a), there is no surviving taker, the property shall pass in the following order:
(1) if the trust was created in a nonresiduary devise in the transferor's will or in a codicil to the transferor's will, the property shall pass under the residuary clause in the transferor's will. For purposes of this section, a residuary clause shall be treated as creating a future interest under the terms of a trust;
(2) if no taker is produced by the application of clause (1), the property shall pass to the transferor's heirs under section 2–711.
Structure Massachusetts General Laws
Part II - Real and Personal Property and Domestic Relations
Chapter 190b - Massachusetts Uniform Probate Code
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 2-106 - Representation
Section 2-107 - Kindred of Half Blood
Section 2-108 - Afterborn Heirs
Section 2-110 - Debts to Decedent
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 2-301 - Entitlement of Spouse; Premarital Will
Section 2-302 - Omitted Children
Section 2-401 - Applicable Law
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 2-504 - 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 2-602 - 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 2-607 - Nonexoneration
Section 2-608 - Exercise of Power of Appointment
Section 2-609 - Ademption by Satisfaction
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 2-709 - 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 2-901 - Statutory Rule Against Perpetuities
Section 2-902 - When Nonvested Property Interest or Power of Attorney Appointment Created
Section 2-904 - Exclusions From Statutory Rule Against Perpetuities