Informe Sin Anexos / Account Without Schedules

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Informe Sin Anexos / Account Without Schedules is a commonly used form within Massachusetts. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Informe Sin Anexos / Account Without Schedules

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Informe Sin Anexos / Account Without Schedules:

• This form pertains to the State of Massachusetts

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Massachusetts’s Form MPC 853a - Informe Sin Anexos / Account Without Schedules up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Massachusetts form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Massachusetts probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form MPC 853a, take a break, and then review. Probate and estate settlement processes in MA are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form MPC 853a online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form MPC 853a witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Informe Sin Anexos / Account Without Schedules to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Massachusetts.

5 reasons you should submit MPC 853a as quickly as possible:

1. The sooner you begin, the faster Massachusetts can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Massachusetts. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Massachusetts is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Massachusetts probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Massachusetts probate clerk or court for exact answers regarding Form MPC 853a, and when in doubt— consult a qualified trust & estates lawyer for that area.

Informe Sin Anexos / Account Without Schedules is one of the many probate court forms available for download through Atticus.

It may also be available through some Massachusetts probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Massachusetts.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form MPC 853a - Informe Sin Anexos / Account Without Schedules f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Massachusetts probate court office.

Informe Sin Anexos / Account Without Schedules is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Massachusetts-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Massachusetts Form MPC 853a - Informe Sin Anexos / Account Without Schedules. You can use this to get an idea of the context of the form and what type of information is needed.

MPC 853a (4/8/13) ACC pági na 1 d e 2 Referencia solamente. NO se puede entregar al tribunal. INFORME Núm. de expediente Estado de Massachusetts Tribunal de Primera Instancia Tribunal de Asuntos de Familia, Testamentos y Sucesiones Patrimonio de: Curatela de: Otro: División Este es el (1 º , 2 º , etc.) ANUAL INFORME FINAL MODIFICADO PERÍODO DEL INFORME: DE A (MES/DÍA/AÑO) Si es el Informe Final, indique el porqué: Nombramiento rescindido Cierre de Patrimonio Orden Judicial A continuación, resuma la actividad financiera después de completar la información contable detallada en los Anexos A, B y C. Si es necesario, adjunte hojas adicionales. Advertencia a las Personas Interesadas. Las personas interesadas tienen la responsabilidad de proteger sus propios derechos e intereses dentro del tiempo y manera previstos por el Código Uniforme de Sucesiones de Massachusetts, incluidas la idoneidad de los desembolsos, la remuneración de los fiduciarios, abogados y otros, y la distribución de los activos del patrimonio. El Tribunal no revisará ni adjudicará estos u otros asuntos a menos que estos sean específicamente solicitados por una persona interesada, el Representante Personal o el Curador. Información del Representante Personal/Curador Nombre: Primer Nombre Inicial del Segundo Apellido(s) (Dirección) (Apto, Unidad, Núm. etc.) (Ciudad/Pueblo) (Estado) (Código Postal) RESUMEN DE LOS ANEXOS (Si está completando esto en línea, los totales se completarán automáticamente.) TOTAL ANEXO A - Recibos e ingresos: ANEXO B - Pago y deudas, gastos de administración, impuestos y distribuciones: ANEXO C - Saldo de los bienes en caja: $ $ $ (MES/DÍA/AÑO) Dirección: MPC 853a (4/8/13) ACC pági na 2 d e 2 Referencia solamente. NO se puede entregar al tribunal. ÚNICAMENTE PARA CURATELAS Información de la Persona bajo protección Nombre: Edad: Primer Nombre Inicial del Segundo Dirección actual: (Si corresponde, incluya el nombre del Centro de Cuidados Especializados) Apellido(s) (Nombre del centro, si corresponde) (Dirección) (Apto, Unidad, Núm. etc.) (Ciudad/Pueblo) (Estado) (Código Postal) 1. ¿Existe la necesidad de continuar con la curatela? Sí No Si la respuesta es No, explique por qué y los pasos a seguir. Si desea que el Tribunal tome medidas, debe presentar los alegatos correspondientes ante el Tribunal. 2. ¿Los bienes restantes en el patrimonio son suficientes para proveer el cuidado presente y futuro de la persona bajo protección? Sí No Si la respuesta es No, explique por qué y los pasos a seguir. Si desea que el Tribunal tome medidas, debe presentar una petición ante el Tribunal. 3. Enumere los servicios prestados a la persona bajo protección. 4. Cambios recomendados al Plan de la Curatela, si los hubiera: El Informe del Curador debe ser presentado anualmente en conformidad con la sección 5-418, Cap. 190B de las L. G. y debe notificarse a todas las personas interesadas y a la Persona Bajo Protección (si tiene más de 14 años) y a cualquier padre/madre o tutor que viva con la Persona Bajo Protección. Todos los fiduciarios Declaro bajo pena de perjurio que este es un informe verdadero y completo de la administración de este patrimonio, durante el período indicado, ambas fechas inclusive, a mi leal saber y entender. Entiendo que este Informe está sujeto a auditoría y verificación. Entiendo que debo mantener documentación de respaldo para todos los recibos y desembolsos, incluidos los estados de cuenta detallados por cualquier profesional. El Tribunal o cualquier Persona(s) Interesada(s) podrá(n) solicitar copias en cualquier momento. Fecha Abogado del fiduciario: FIRMA DEL FIDUCIARIO Nombre en letra de imprenta (Dirección) (Apt, Unidad, Núm. etc.) (Ciudad/Pueblo) (Estado) (Código Postal) 6/15/2022 Referencia solamente. Número de teléfono principal: NO se puede entregar al tribunal. Núm. De BBO: