Massachusetts Affidavit of Executor

State:
Massachusetts
Control #:
MA-S008ST
Format:
Word; 
Rich Text
Instant download

Description

This affidavit is given pursuant to and in accordance with the provisions of Massachusetts General Laws, to release the lien on the decedent's property.

A Massachusetts Affidavit of Executor is a document that is required to be filled out when someone is appointed to act as an executor of an estate in the state of Massachusetts. The affidavit is filed with the probate court to provide evidence that the individual has been appointed as the executor and to outline the executor's responsibilities. There are two types of Massachusetts Affidavits of Executor. The first is the General Affidavit of Executor, which is used when a deceased individual has not created a will. This affidavit is used to appoint the executor of the estate and to provide proof that the executor has accepted the responsibility. The second type of affidavit is the Limited Affidavit of Executor, which is used when a deceased individual has created a will. This affidavit is used to appoint the executor of the estate and to provide evidence that the executor is aware of his/her obligations and duties as outlined in the will.

Definition and meaning

The Massachusetts Affidavit of Executor is a legal document used by the executor of an estate to affirm their authority and the status of the estate. This affidavit is often required by banks, financial institutions, and others who need confirmation that the executor has the legal right to manage the decedent's assets. It details the decedent's property and verifies that the gross estate does not require federal estate tax filing.

How to complete a form

To complete the Massachusetts Affidavit of Executor, follow these steps:

  1. Fill in the name of the decedent.
  2. Provide the municipal and state information where the decedent last resided.
  3. Enter the date of death accurately.
  4. Indicate your status by checking either option as executor or as someone in possession of the decedent's property.
  5. Describe the decedent's real estate, including the address and details of the deed.
  6. Confirm that the gross estate does not require a federal estate tax filing.
  7. Sign the affidavit in the presence of a notary public.

Who should use this form

The Massachusetts Affidavit of Executor should be used by individuals who have been appointed as executors under a will or as administrators of an estate. It is essential for those managing the decedent's assets or settling the estate to confirm their authority and the status of the estate's assets.

Key components of the form

The Massachusetts Affidavit of Executor includes several important components:

  • Name of the decedent
  • Municipality and state of residence
  • Date of death
  • Designation of the affiant's status (executor or other possessors)
  • Details about the real estate owned by the decedent
  • Confirmation regarding federal estate tax

Legal use and context

This affidavit is used within the legal framework of Massachusetts law, specifically governed by Massachusetts General Laws Chapter 65C, Section 14(a). It serves as a formal declaration to affirm the executor's role and is often necessary for the transfer of assets. Understanding its legal significance can ensure compliance with probate requirements.

What to expect during notarization or witnessing

When you take the Massachusetts Affidavit of Executor to a notary public, expect the following:

  • To present valid identification that proves your identity.
  • The notary will confirm your identity and ensure that you are signing under their supervision.
  • After verifying your signature, the notary will sign and seal the affidavit, making it an official document.

Benefits of using this form online

Utilizing online resources to complete the Massachusetts Affidavit of Executor offers several advantages:

  • Accessibility from anywhere with an internet connection.
  • Guidance and templates to aid in correct completion.
  • Time-saving features that allow for quick downloading and filing.
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FAQ

This form must be used to identify a Decedent's surviving spouse, children and heirs at law. Heirs at law are persons entitled to receive the Decedent's property under the intestacy succession laws if there is no will.

A Massachusetts small estate affidavit is a legal document used to present a claim on the estate or part of the estate of a deceased loved one. The petitioner, or affiant, must provide detailed information about the estate, the property in question, the decedent, and any other potential heirs.

Is there a deadline to probate an estate? The general rule is that an estate has to be probated within 3 years of when the decedent died. However, this deadline doesn't apply to: A voluntary administration.

Voluntary Administration of Small Estates in Massachusetts there's no real estate. the property left behind by the deceased person is worth less than $25,000 (aside from one vehicle) 30 days have passed since the death, and. no petition seeking probate of a will or appointment of personal representative was filed.

Basic Requirements for Serving as a Massachusetts Executor at least 18 years old, and. of sound mind -- that is, not judged incapacitated by a court.

Massachusetts Small Estate Affidavit - EXPLAINED - YouTube YouTube Start of suggested clip End of suggested clip And the will if it exists. Step two fill out the affidavit. Complete the affidavit using theMoreAnd the will if it exists. Step two fill out the affidavit. Complete the affidavit using the information collected. And get it notarized. Step three file with the probate court filed the affidavit.

Massachusetts does not have what's known as an Affidavit procedure for small estates, but they do have a summary probate procedure. An estate value must be less than $25,000 and have no real property to qualify.

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Massachusetts Affidavit of Executor