Section 3–1201. [Collection of Personal Property by Affidavit.]
If a person domiciled in the commonwealth dies leaving an estate consisting entirely of personal property the total value of which may include a motor vehicle of which the decedent was the owner, and other personal property not exceeding $25,000 in value, any interested person or, in the case of a person who at the person's death, was receiving services from the department of mental health, the department of developmental services or the division of medical assistance, any person designated to act as a voluntary personal representative of the estate of the person by the department of mental health, the department of developmental services or the division of medical assistance may, after the expiration of 30 days from the death of the decedent, provided no petition for appointment of a personal representative has been filed with the court of the county in which the decedent resided, file with said court upon a form prescribed by the court a statement, verified by oath, or affirmation containing: (a) the name and residential address of the petitioner, (b) the name, residence and date of death of the deceased, (c) the relationship of the petitioner to the deceased, (d) a schedule showing every asset of the estate known to the petitioner and the estimated value of each such asset, (e) a statement that the petitioner has undertaken to act as voluntary personal representative of the estate of the deceased and will administer the same according to law, and apply the proceeds thereof in conformity with this section, (f) the names and addresses of surviving joint owners of property with the deceased, known to the petitioner, (g) the names and addresses known to the petitioner of the persons who would take under the provisions of part 1 of article II of this chapter in the case of intestacy, and (h) the names and addresses known to the petitioner of the persons who would take under the provisions of the will, if any. The original of any will shall be filed with the above statement.
Upon presentation of such statement, accompanied by a certificate of the death of the deceased by a public officer and payment of a fee as may be specified in section 40 of chapter 262, the register shall docket these documents as a part of the permanent records of the court. Upon payment of a fee as prescribed in said section 40 of chapter 262, the register shall, if no other probate proceeding for administration of such estate is pending in said court, issue an attested copy of a statement duly filed under this section.
Notwithstanding any general or special or law to the contrary, a voluntary personal representative shall certify on the statement that copies of such statement and death certificate have been sent to the division of medical assistance by certified mail. If the decedent received medical assistance under chapter 118E (1) when age 65 or older or (2) at any time on or after March 22, 1991, regardless of age, while an inpatient in a nursing facility or other medical institution, the provisions of section 32 of said chapter 118E shall apply except (1) the period for said department to present a claim under subsection (b)(1) of said section 32 of said chapter 118E shall be within 4 months of the date the register dockets the statement and (2) interest on allowed claims under subsection (c) of said section 32 of said chapter 118E shall commence 4 months plus 60 days after said date. This paragraph shall apply to estates of decedents dying on or after September 1, 1992.
Upon the presentation of a copy of such a statement duly attested by the register, the tender of a proper receipt in writing and the surrender of any policy, passbook, note, certificate or other evidentiary instrument, a voluntary personal representative may, as the legal representative of the deceased and his estate, receive payment of any debt or obligation in the nature of a debt, or delivery of any chattel or asset, scheduled in such statement. Payments and deliveries made under this section shall discharge liability of the debtor, obligor or deliverer to all persons with respect to such debt, chattel, obligation or other asset unless, at the time of such payment or delivery, a written demand has been made upon said debtor, obligor or deliverer by a duly appointed personal representative.
A voluntary personal representative may sell any chattel so received and negotiate or assign any chose in action to convert the same to cash in a reasonable amount.
A voluntary personal representative shall, as far as possible out of the assets which come into his hands, first discharge the necessary expenses of the funeral and last sickness of the deceased and the necessary expenses of administration without fee for his services, and then pay the debts of the deceased in the order specified in section 3–805 and any other debts of the estate, and then distribute the balance, if any, in accordance with part 1 of article II of this chapter.
A voluntary personal representative shall be liable as a personal representative in his own wrong to all persons aggrieved by his administration of the estate, and, if letters testamentary or letters of administration are at any time granted, shall be liable as such a personal representative to the rightful personal representative.
For the purpose of paragraph (6) of section 113A of chapter 175 and section 2 of chapter 90, a voluntary personal representative shall be deemed to be the personal representative of the estate of the decedent until a personal representative is appointed.
Upon payment of the proper fee, the register may issue a certificate of appointment to such voluntary personal representative, with a copy of the statement annexed thereto.
Structure Massachusetts General Laws
Part II - Real and Personal Property and Domestic Relations
Chapter 190b - Massachusetts Uniform Probate Code
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 3-107 - 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 3-205 - 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 3-308 - Informal Appointment Proceedings; Proof and Findings Required
Section 3-309 - Informal Appointment Proceedings; Magistrate Not Satisfied
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 3-405 - Formal Testacy Proceedings; Uncontested Cases; Hearings and Proof
Section 3-406 - Formal Testacy Proceedings; Contested Cases; Testimony of Attesting Witnesses
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 3-602 - 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 3-617 - 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 3-704 - Personal Representative to Proceed Without Court Order; Exception
Section 3-706 - Duty of Personal Representative; Inventory and Appraisement
Section 3-707 - Employment of Appraisers
Section 3-709 - Duty of Personal Representative; Possession of Estate
Section 3-710 - Power to Avoid Transfers
Section 3-712 - Improper Exercise of Power; Breach of Fiduciary Duty
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 3-802 - 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 3-812 - 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 3-906 - 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 3-912 - 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 3-1003 - 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 3-1102 - 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