Section 3–301. [Informal Probate or Appointment Proceedings; Petition; Contents.]
(a) Petitions for informal probate or informal appointment shall be directed to the court, and verified by the petitioner to be accurate and complete to the best of the petitioner's knowledge and belief as to the following information:
(1) Every petition for informal probate of a will or for informal appointment of a personal representative, other than a special or successor representative, shall contain the following:
(i) a statement of the interest of the petitioner;
(ii) the name, date of death, age and address of the decedent at the time of death, and the names and addresses of the spouse, children, heirs and devisees and the ages of any who are minors so far as known or ascertainable with reasonable diligence by the applicant;
(iii) a statement identifying any heir or surviving spouse who may be an incapacitated person;
(iv) if the decedent was not domiciled in the commonwealth at the time of death, a statement showing venue;
(v) a statement identifying and indicating the address of any personal representative of the decedent appointed in the commonwealth or elsewhere whose appointment has not been terminated;
(vi) a statement that a copy of the petition and the death certificate have been sent to the division of medical assistance by certified mail; and
(vii) a statement that the time limit for informal probate or appointment as provided in this article has not expired either because 3 years or less have passed since the decedent's death, or, if more than 3 years from death have passed, circumstances as described by section 3–108 authorizing tardy probate or appointment have occurred.
(2) A petition for informal probate of a will shall state the following in addition to the statements required by (1):
(i) that the original of the decedent's last will is in the possession of the court, or accompanies the petition, or that an authenticated copy of a will probated in another jurisdiction accompanies the petition;
(ii) that the petitioner, to the best of the petitioner's knowledge, believes the will to have been validly executed;
(iii) that after the exercise of reasonable diligence, the petitioner is unaware of any instrument revoking the will, and that the petitioner believes that the instrument which is the subject of the petition is the decedent's last will.
(iv) a statement that a death certificate issued by a public officer is in the possession of the court, or accompanies the petition.
(3) A petition for informal appointment of a personal representative to administer an estate under a will shall describe the will by date of execution and state the time and place of probate or the pending petition for probate. The petition for appointment shall adopt the statements in the petition for probate and state the name, address and priority for appointment of the person whose appointment is sought.
(4) A petition for informal appointment of a personal representative in intestacy shall state in addition to the statements required by (1):
(i) that after the exercise of reasonable diligence, the petitioner is unaware of any unrevoked testamentary instrument relating to property having a situs in the commonwealth under section 1–301, or, a statement why any such instrument of which the petitioner may be aware is not being probated;
(ii) the priority of the person whose appointment is sought and the names of any other persons having a prior or equal right to the appointment under section 3–203.
(iii) a statement that a death certificate issued by a public officer is in the possession of the court, or accompanies the petition.
(5) A petition for appointment of a personal representative to succeed a personal representative appointed under a different testacy status shall refer to the order in the most recent testacy proceeding, state the name and address of the person whose appointment is sought and of the person whose appointment will be terminated if the petition is granted, and describe the priority of the petitioner.
(6) A petition for appointment of a personal representative to succeed a personal representative who has tendered a resignation as provided in section 3–610, or whose appointment has been terminated by death or removal, shall adopt the statements in the petition which led to the appointment of the person being succeeded except as specifically changed or corrected, state the name and address of the person who seeks appointment as successor, and describe the priority of the nominee.
(b) By verifying a petition for informal probate, or informal appointment, the petitioner submits personally to the jurisdiction of the court in any proceeding for relief from fraud relating to the petition, or for perjury, that may be instituted against the petitioner.
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