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Massachusetts Contest of Final Account and Proposed Distributions in a Probate Estate

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The beneficiaries of a Will that has been probated and is being administered in a estate proceeding have the right to contest an accounting of the Executor of the Will and Estate.


This form is a generic example that may be referred to when preparing such a form for your particular state. It is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such a form in a particular jurisdiction.

Massachusetts Contest of Final Account and Proposed Distributions in a Probate Estate is a legal process that allows interested parties to challenge the accuracy and fairness of the final account and proposed distributions in a probate estate in Massachusetts. In a probate estate, when the personal representative (commonly known as the executor) comes to the end of their responsibilities and is ready to distribute the assets to the beneficiaries, they must file a final account with the probate court. This final account outlines all the assets, debts, expenses, and proposed distributions of the estate. Interested parties, such as beneficiaries, other heirs, or creditors, may contest the final account and proposed distributions if they believe there are errors, inaccuracies, or unfairness in the distribution plan. This contest can be done through a legal proceeding called a Contest of Final Account and Proposed Distributions. Different types of Massachusetts Contest of Final Account and Proposed Distributions in a Probate Estate may include: 1. Contest based on inaccuracies: This type of contest alleges that the final account contains errors or omissions, such as missing assets, undervalued assets, or overstated debts. Interested parties may argue that the proposed distributions do not accurately reflect the true value of the estate. 2. Contest based on fairness: This type of contest questions the fairness of the proposed distributions. Interested parties may claim that the assets are being distributed unfairly, favoring certain beneficiaries over others or excluding rightful heirs. 3. Contest based on fiduciary misconduct: In some cases, interested parties may allege that the personal representative has breached their fiduciary duty, such as mismanaging assets, making unauthorized distributions, or engaging in self-dealing. This type of contest seeks to hold the personal representative accountable for their actions. 4. Contest based on creditor claims: Creditors who have legitimate claims against the estate may also contest the final account and proposed distributions if they believe their claims are not adequately addressed or if they suspect fraudulent activity. It is important to note that Contest of Final Account and Proposed Distributions in a Probate Estate can be complex legal proceedings that require the assistance of an experienced probate attorney. The court will carefully consider all evidence presented and make a decision based on the merits of the contest.

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Probate is the court-supervised process of validating the will of a deceased person, or decedent. It involves identifying the person's final assets, paying their last debts and distributing their estate's property to the proper heirs.

If the beneficiary dies before meeting the terms of a survivorship requirement it is treated as though they died before inheriting. The same rules apply, meaning that the assets would pass first to any alternates, then to any lapsed devise or residual heirs and finally through state inheritance law.

Unlike estate distributions, which generally are made as one-time payments by the executor or administrator of an estate, trust distributions can take a variety of forms (e.g., they can be one-time payments or multiple payments made over time).

One of your beneficiary rights in Massachusetts is the right to receive an accounting of the trust at least annually. This report can be formal or informal, but the trustee must provide annual updates about the trust's current assets and value.

This is when courts transfer the ownership of assets to beneficiaries or heirs. The final distribution only occurs when the estate is settled, meaning all creditors and taxes have been paid, all disputes have been resolved, and the judge gives final approval.

Generally, beneficiaries have to wait a certain amount of time, say at least six months. That time is used to allow creditors to come forward and to pay them off with the estate assets. (In some cases, an executor may make partial distributions to the heirs after he or she estimates the debts.

After someone dies, someone (called the deceased person's 'executor' or 'administrator') must deal with their money and property (the deceased person's 'estate'). They need to pay the deceased person's taxes and debts, and distribute his or her money and property to the people entitled to it.

With the distribution of all assets, the executor is said to have ?closed the estate.? But, the executor still retains the power to gather newly discovered assets and address future complaints.

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Do NOT check this box if you have filed a final account and you are requesting approval of the distributions as stated in the final account. Complete the table ... (a) the entry of any decree on a Petition for Order of Complete Settlement approving the final distribution of the estate;. (b) six (6) months after the filing ...The Personal Representative must file a final account, report and petition for final distribution, have the petition set for hearing, give notice of the hearing ... The forms consist of three schedules, Schedule A on which the estate's income and gains are listed, Schedule B on which payments, distributes and losses are ... The final accounting will list the basic information that was in the inventory, and will set forth the total amount of funds received and total disbursements, ... Ask the Commissioner how many copies are required to be filed. B. Accounts must be signed by each of the executors, administrators or curators. C. An account ... The petition may request the court to determine testacy, if not previously determined, to consider the final account, compel or approve an accounting or ... Statement of proposed distribution. A personal representative filing an account shall file a statement of proposed distribution or a request that distribution ... Estate Administration Timeline ; 7 to 15 months. Present the heirs and beneficiaries with a final accounting. File a petition for final distribution and ... Final Account and Proposal for Distribution. PRO914. Unsupervised Personal Representative's Statement to Close Estate. PRO915. Affidavit of Service (Closing ...

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Massachusetts Contest of Final Account and Proposed Distributions in a Probate Estate