MPC 267 (1/16/13)
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PETITION TO TERMINATE A TRUST
G.L. c. 203E, §§ 411, 412, 414
Commonwealth of Massachusetts
The Trial Court
Probate and Family Court
Docket No.
case name
Division
Petitioner is:
1.
(Address)
(Apt, Unit, No. etc.)
(City/Town)
(State)
(Zip)
First Name
Last Name
M.I
Primary Phone #:
Interest of the Petitioner in the matter (e.g. Trustee, Beneficiary, Settlor):
Name:
Identify the Trust and Settlor (e.g. ABC Trust, Trust under written instrument by Jane Smith, under the will of Jane Smith
dated 1/1/12, etc.):
2.
(date)
Date of Trust:
Dates of Amendments, if any:
Venue for this proceeding is proper in this court because:
A copy of the trust and any amendments are attached or are on file with the Court.
Current Trustee(s) is/are
3.
the Petitioner
AND/OR
as follows:
(Address)
(Apt, Unit, No. etc.)
(City/Town)
(State)
(Zip)
Name:
First Name
Last Name
M.I
Primary Phone #:
Persons interested in this trust and their representatives (Guardian, Conservator, etc.) are as follows:
4.
Name
Address
Interest
Indicate if this
person is:
Minor
Incompetent
Minor
Incompetent
Minor
Incompetent
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MPC 267 (1/16/13)
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The Petitioner requests termination of the non-charitable irrevocable trust (G.L. c. 203E, § 411).
5.
The Settlor and all Beneficiaries consent to the proposed termination.
All Beneficiaries of the trust consent to the proposed termination. Continuance of the trust is not necessary to
achieve material purpose of the trust.
does not consent will be adequately protected. Continuance of the trust is not necessary to achieve and not
inconsistent with material purpose of the trust.
All Beneficiaries of the trust do NOT consent to the proposed termination. The interests of any Beneficiary who
anticipated by the Settlor and termination will further the purposes of the trust for the following reasons (G.L. c. 203E, §
412):
6.
The Petitioner requests termination of the
charitable
non-charitable
trust because circumstances not
trust property is insufficient to justify the cost of administration for the following reasons (G.L. c. 203E, § 414):
7.
uneconomic trust. The value of the
non-charitable
charitable
The Petitioner requests termination of the
The Petitioner further states:
8.
The Petitioner requests the Court terminate the trust.
The Petitioner also requests:
SIGNED UNDER THE PENALTIES OF PERJURY
Date:
Signature of Petitioner
MPC 267 (1/16/13)
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(Print name)
B.B.O. #
Primary Phone #:
(Zip)
(State)
(City/Town)
(Address)
(Apt, Unit, No. etc.)
Information on Attorney for Petitioner, if any
Signature of Attorney
Email:
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