Massachusetts — How to Challenge or Dismiss a Probate Petition for Possession and Control of Estate Property

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Frequently Asked Questions: Contesting a Probate Petition for Possession and Control of Estate Property in Massachusetts

This FAQ explains how someone in Massachusetts can respond to and seek dismissal of a probate petition asking the court for possession and control of property belonging to a decedent’s estate. It describes common legal bases to challenge such petitions, the procedural steps to take in Probate and Family Court, and practical tips to protect your rights.

Detailed answer — what this petition usually is and when you should act

When someone files a petition in Probate and Family Court asking for possession or control of estate property, they are asking the court to give them authority to take (or keep) physical control of property or to control how property is managed during probate administration. Petitioners may be executors, administrators, nominated personal representatives, conservators, or other interested parties.

Why prompt action matters

If you oppose the petition, you must act quickly. Probate petitions often include short deadlines for filing objections or appearing at a hearing. Failing to respond may allow the court to grant the petition without hearing opposing evidence. Always review the court papers you received and check the date for any scheduled hearing or deadline.

Grounds commonly used to challenge or dismiss these petitions

  • Lack of standing: The petitioner is not an interested person under Massachusetts probate law and therefore lacks authority to seek control of estate property.
  • Improper service or notice: Required statutory notice to heirs, beneficiaries, creditors, or interested persons was not provided.
  • No authority or defective appointment: The petitioner lacks valid letters testamentary/letters of administration, or the appointment process was flawed.
  • Jurisdictional or venue problems: The court lacks jurisdiction over the property or the parties (e.g., the property is outside Massachusetts probate jurisdiction).
  • Failure to meet statutory prerequisites: The petitioner failed to post a bond, provide an inventory, or comply with other statutory requirements under the Massachusetts probate code (see Mass. Gen. Laws ch. 190B).
  • Conflict of interest, breach of fiduciary duty, fraud, or undue influence: Evidence that the petitioner is acting for improper reasons or has breached fiduciary duties.
  • Alternative remedies or pending actions: Another proceeding (e.g., a will contest or an existing conservatorship) may make this petition premature or improper.

Procedural steps to challenge or move to dismiss

  1. Identify the petition and read it carefully. Note the relief requested, who filed it, the hearing date, and any deadlines. Keep the original documents and a copy.
  2. Check your status as an interested person. Under Massachusetts probate practice, interested persons (heirs, devisees, creditors, nominated personal representative) have the right to receive notice and to appear. If you are an interested person, you can file an appearance and make an objection.
  3. File an appearance or written objection with the Probate and Family Court. Most courts accept a written “appearance” and an accompanying “objection” or “answer.” In that filing, state the grounds for opposing the petition and request a hearing. File promptly and serve the petitioner or their counsel per the instructions on the court papers.
  4. Bring a motion to dismiss if appropriate. If the petition is legally defective (lack of jurisdiction, lack of standing, improper service), you can move to dismiss or for summary disposition on those narrow legal grounds. State the specific legal basis and cite supporting facts or documents.
  5. Request emergency or temporary relief if needed. If the estate property is at risk of loss, waste, or improper transfer, ask the court for an emergency order (temporary possession, turnover, or injunction) while the dispute is resolved. These orders can protect assets while the court decides the merits.
  6. Use court discovery and hearings. If the matter proceeds, request relevant documents, accountings, and testimony. You may subpoena bank records, deeds, lists of estate assets, and communications showing the petitioner’s basis for possession or control.
  7. Consider alternative remedies. Ask for an accounting, for appointment of a neutral special administrator or receiver, or for a limited order granting supervision rather than complete control to the petitioner.
  8. If you lose at the trial level, evaluate appeal rights. Probate rulings usually permit appeal to the Massachusetts Appeals Court within the statutory appeal period. Talk with counsel immediately to preserve appellate rights.

How courts apply Massachusetts law

The Massachusetts Probate and Family Court enforces the Massachusetts Uniform Probate Code and other statutes governing probate administration (see Mass. Gen. Laws ch. 190B) and applies standard rules about notice, fiduciary duties, and appointment of personal representatives. The court balances protection of estate assets with the need to allow proper estate administration. If the petitioner cannot show a lawful basis for possession and control or has not followed statutory procedures, the court can deny or limit the petition.

Practical evidence that helps your objection

  • Published or filed Letters Testamentary or Letters of Administration.
  • Copy of the decedent’s will (if any), codicils, and estate planning documents.
  • Deeds, account statements, insurance policies, vehicle titles, and other documents showing ownership or control of contested property.
  • Communications (emails, letters, texts) showing the petitioner’s conduct.
  • Prior court orders or filings relevant to guardianship, conservatorship, or other estate matters.

When to get a lawyer

Consider hiring an attorney if the petition involves large or complex assets, allegations of misconduct, contested will or accounting issues, or if the petitioner seeks immediate exclusive control. An attorney can draft pleadings, gather evidence, obtain emergency relief, and litigate at hearing or on appeal. If cost is a concern, the Probate and Family Court provides forms and some self-help resources—see the Probate Court help pages below.

Massachusetts Probate & Family Court information and forms: https://www.mass.gov/orgs/probate-and-family-court

Common statewide probate forms and instructions: https://www.mass.gov/guides/probate-and-family-court-forms

Common outcomes and what you can expect

  • The court dismisses or denies the petition if the petitioner lacks standing, failed to provide required notice, or otherwise did not meet statutory requirements.
  • The court limits the petitioner’s control, imposes oversight or bond requirements, or appoints a neutral party (special administrator or receiver).
  • The court grants the petition because the petitioner proved authority and proper procedure; the court may still require accountings or conditions.
  • The court issues temporary emergency relief to preserve assets pending a full hearing.

Helpful hints

  • Act immediately. Check the hearing date and response deadline on the petition document and file an appearance or objection without delay.
  • Keep copies of every court filing and proof of service. You must show the court you served others with your objection when required.
  • Gather documentary proof early—bank statements, deeds, and letters of appointment often decide possession disputes.
  • Ask the clerk for filing and local procedure guidance, but not legal advice; clerks cannot represent you or give legal strategy.
  • If the petitioner is seeking emergency removal or immediate control of property, ask the court for an emergency hearing and consider requesting a temporary restraining order or turnover order to preserve assets.
  • If you cannot afford a lawyer, check local legal aid organizations, law school clinics, or the Massachusetts Bar Association referral services for low-cost help.
  • Use the Massachusetts probate code for legal standards: Mass. Gen. Laws ch. 190B.

Next steps

If you received court papers, read them carefully and file an appearance or written objection at the Probate and Family Court listed on the papers. If you are unsure how to proceed, consult a probate attorney to protect estate property and your rights.

Disclaimer: This article is educational information only and is not legal advice. It does not create an attorney‑client relationship. For legal advice about your specific situation, consult a licensed Massachusetts attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.