Product Description

Recent updates:

• Update: February 2022

  Dear Subscriber:

  Thank you for keeping your copy of Criminal Model Jury Instructions for Use in the District Court current with this 2022 supplement. The District Court Committee on Criminal Proceedings has prepared a number of new and revised criminal model jury instructions. Among these are new instructions for drug offenses which carve out marijuana from the other controlled substances. This allowed the committee to address the exemptions that apply to marijuana without interfering with the instructions needed for cases involving controlled substances other than marijuana.

  Included in this 2022 supplement are fourteen new and eight revised instructions included in Transmittal No. 1341, dated November 22, 2021. These include:

  • a new COVID-19 Supplemental Impanelment Instruction (1.105);

  • new and revised instructions on Evaluation of Evidence ;

  • new instructions on Offenses Against the Person ;

  • new and revised instructions on Public Order Offenses ;

  • new and revised instructions on Firearms and Weapons Offenses ;

  • new and revised instructions on Drug Offenses ; and

  • a revised instruction on Larceny Offenses .

  Also included in this supplement are three new and five revised instructions issued prior to Transmittal No. 1341 and subsequent to the last printed supplement in June 2019. These include:

  • new and revised instructions on Offenses Against the Person ;

  • revised instructions on Abuse-Related Offenses ; and

  • a new instruction on Drug Offenses .

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2022 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: June 2019

  Dear Subscriber:

  Enclosed are new and updated model jury instructions for use in criminal cases in Massachusetts District Court.

  The District Court Committee on Criminal Proceedings has created the following new instructions:

  • 6.280 ("Assault and Battery on an Elder or Disabled Person").

  • 6.281 ("Assault and Battery on an Elder or Disabled Person Causing Bodily Injury").

  • 6.282 ("Assault and Battery on an Elder or Disabled Person Causing Serious Bodily Injury").

  The Committee has also revised the following instructions:

  • 5.310 ("Operating Under the Influence of Intoxicating Liquor").

  • 5.400 ("Operating Under the Influence of Drugs").

  • 6.140 ("Assault and Battery")

  • 6.160 ("Assault and Battery Causing Serious Bodily Injury").

  • 6.180 ("Assault and Battery on a Person Protected by an Abuse Prevention Order").

  • 6.200 ("Assault and Battery on a Pregnant Woman").

  • 6.210 ("Assault and Battery on a Police Officer or Public Employee").

  • 6.220 ("Assault and Battery on Child Under 14 Causing Bodily Injury").

  • 6.275 ("Assault and Battery on a Family or Household Member").

  • 7.140 ("Deriving Support from Earnings of a Prostitute").

  Also included are new and revised instructions that were promulgated and distributed pursuant to Administrative Office of the District Court Transmittals Nos. 1212, 1256, and 1260:

  • 1.100 ("Impaneling the Jury").

  • 1.120 ("Preliminary Instruction to Jury Before Trial").

  • 1.270 ("Use of an Interpreter")

  • 1.275 ("Interpreter Assistance to Deaf Juror")

  • 2.120 ("Function of the Jury, What is Evidence, Credibility of Witnesses").

  • 5.305 ("Endangering a Child While Operating with a Blood Alcohol Level of .08 percent or Greater")

  • 5.315 ("Endangering a Child While Under the Influence of Intoxicating Liquors")

  • 7.300 ("Giving False Information After Arrest")

  • 7.360 ("Intimidating a Witness, Etc.")

  • 8.260 ("Wanton Destruction of Property")

  • 8.280 ("Willful and Malicious Destruction of Property")

  • 8.460 ("Larceny by Check").

  • 8.500 ("Larceny by False Pretenses")

  • 8.520 ("Larceny by Stealing")

  • 8.521 ("Larceny by Stealing Verdict Slip")

  • 8.600 ("Receiving Stolen Property")

  • 8.620 ("Shoplifting")

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2019 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: June 2018

  Dear Subscriber:

  Enclosed are new and updated model jury instructions for use in criminal cases in Massachusetts District Court.

  The District Court Committee on Criminal Proceedings has created the following new instructions:

  • 3.230 ("Transferred Intent").

  • 3.570 ("Redactions").

  • 7.365 ("Intentionally misleading an investigator in a criminal investigation"). This instruction is tailored to this specific provision of G.L. c. 268, § 13B, which is commonly encountered in the District Court. The full instruction for intimating a witness, juror, court official or law enforcement officer in violation of G.L. c. 268, § 13B, remains at Instruction 7.360.

  The Committee has also revised the following instructions:

  • 3.560 ("Confessions and admissions (Humane Practice)"). This instruction was revised to include factors for the jury's consideration regarding the voluntariness of a defendant's statement in the body of the instruction. It also now includes reference to the absence of a complete recording of the defendant's statement as a factor for the jury to consider.

  • 5.310 ("Operating under the influence of intoxicating liquor"). A supplemental "Downs" instruction has been inserted and notes, consistent with, Commonwealth v. Wolfe, 478 Mass. 142 (2017), that such an instruction may only be given if the defendant requests it.

  • 6.500 ("Indecent assault and battery"). Supplemental instructions were added for cases in which the defendant directs the victim to touch the defendant or when the defendant touches the victim with his or her own private part. The instruction also eliminated the requirement that the Commonwealth prove that the victim was over the age of fourteen in addition to proving lack of consent.

  • 6.520 ("Indecent assault and battery on a child under the age of 14"). Supplemental instructions were added for cases in which the defendant directs the victim to touch the defendant or when the defendant touches the victim with his or her own private part.

  • 7.360 ("Intimidating a witness, juror, court official or law enforcement officer"). This instruction was revised to reflect the changes to the statute made by the Criminal Justice Reform Act, St. 2018, c. 69, namely, that an act committed in retaliation for past participation in a criminal investigation or court proceeding can now be charged as a crime under § 13B; the elimination of the category of persons protected by the statute who "further[ed] a civil or criminal proceeding … of any type"; and the addition of the following categories of persons protected by the statute: a person who is or was aware of information, records, documents, or objects that relate to a violation of a court order; victim witness advocate; correction officer; court reporter; court interpreter; and family member of a person described in the section.

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2018 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: June 2017

  Dear Subscriber:

  Enclosed are new and updated model jury instructions for use in criminal cases in Massachusetts District Court.

  The District Court Committee on Criminal Proceedings has created the following new instructions:

  • 3.210 ("Motor Vehicle")

  • 5.700 ("Operating a Boat with a Blood Alcohol Level of .08% or Greater")

  • 5.710 ("Operating a Boat Under the Influence of Intoxicating Liquor")

  • 7.625 ("Possession of Ammunition")

  • 9.230 ("Duress"), separated from Necessity (9.240)

  The Committee has also revised the following instructions:

  • 3.660 ("First Complaint"), making non-substantive corrections to the language of the instruction, and updating notes.

  • 5.180 ("Leaving the Scene of an Accident Involving Property Damage"), removing public way as an element. See Commonwealth v. Leblanc, 475 Mass. 820, 822 (2016).

  • 6.180 ("Assault and Battery on a Person Protected by an Abuse Prevention Order"), to explain to the jury the concept of an offensive touching.

  • 6.200 ("Assault and Battery on a Pregnant Woman"), to explain to the jury the concept of an offensive touching.

  • 6.300 ("Assault and Battery by Means of a Dangerous Weapon"), removing references to requirement that the defendant "intentionally" used the item as a dangerous weapon.

  • 7.270 "Cruelty to Animals"), adding "cruelly" to modify "mutilated" and "killed," and provided definition of "cruelty." See Commonwealth v. Daly, 90 Mass. App. Ct. 48, 51 (2016).

  • 7.400 ("Open and Gross Lewdness and Lascivious Behavior"), to explain to the jury the objective element of the offense, see Commonwealth v. Maguire, 476 Mass. 156, 161 (2016), and deleting supplemental instruction regarding child of tender years, see Commonwealth v. Kessler, 442 Mass. 770, 777 (2004).

  • 8.220 ("Trespass"), updated notes to reflect potential necessity defense. See Commonwealth v. Magadini, 474 Mass. 593, 597-602 (2016).

  • 8.250 ("Vandalism"), replacing "owner of the property" to "another." See Commonwealth v. Chambers, 90 Mass. App. Ct. 137, 144-45 (2016).

  • 8.200 ("Theft, Purchase, Receipt, Possession or Concealment of Stolen Motor Vehicle; Malicious Damage to Motor Vehicle; Stealing Parts from Motor Vehicle Taken Without Authority; Concealing Motor Vehicle Thief"), replacing "owner of the property" to "another," see Commonwealth v. Chambers, 90 Mass. App. Ct. 137, 144-45 (2016), and deleting reference to belief being "reasonable," see Commonwealth v. Liebenow, 470 Mass. 151, 157 (2014).

  • 8.260 ("Wanton Destruction of Property"), deleting reference to "immediate" in explanation of wanton conduct, as well as non-substantive corrections to the language.

  • 8.280 ("Wilful and Malicious Destruction of Property"), replacing "owner of the property" to "another." See Commonwealth v. Chambers, 90 Mass. App. Ct. 137, 144-45 (2016).

  • 9.240 ("Necessity"), reformatting to frame in terms of Commonwealth's burden with no substantive changes, and updated notes to reflect Commonwealth v. Magadini, 474 Mass. 593, 597-602 (2016)

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2017 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: July 2016

  Dear Subscriber:

  Enclosed are new and updated model jury instructions for use in criminal cases in Massachusetts District Court.

  The District Court Committee on Criminal Proceedings has created the following new instructions:

  • 1.270 ("Use of an Interpreter")

  • 8.250 ("Vandalism")

  • 9.250 ("Parental Discipline")

  The Committee has also revised the following instructions:

  • 5.180 ("Leaving the Scene of an Accident Involving Property Damage"), making minor changes to the language to accord with Instruction 5.190.

  • 5.190 ("Leaving the Scene of an Accident Involving Personal Injury"), making non-substantive corrections to the language of the instruction.

  • 6.140 ("Assault and Battery"), to explain to the jury the concept of an offensive touching.

  • 6.275 ("Assault and Battery on Family or Household Member"), to explain to the jury the concept of an offensive touching.

  • 6.600 ("Annoying and Accosting Persons"), to reflect the deletion of the requirement that the victim be of the opposite sex of the defendant, St. 2014, c. 417.

  • 7.220 ("Escape"), adding language regarding failing to return from temporary release. See Commonwealth v. Porter , 87 Mass. App. Ct. 676, 678-82, rev. denied , 473 Mass. 1103 (2015).

  • 7.620 ("Possession of a Firearm"), adding a supplemental instruction regarding the defense of an expired license. See Commonwealth v. Indrisano , 87 Mass. App. Ct. 709, 716-17 (2015).

  Also included are two new instructions created by the Supreme Judicial Court's Standing Committee on Eyewitness Identification:

  • 1.340 ("Preliminary Identification Instruction")

  • 9.160 ("Identification")

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2016 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: June 2014

  Dear Subscriber:

  Enclosed are new and updated model jury instructions for use in criminal cases in Massachusetts District Court.

  The Committee has created the following new instructions:

  • 5.520 ("Failure to Have Ignition Interlock Device")

  • 5.530 ("Disabling an Ignition Interlock Device")

  • 7.210 ("Wilful Interference with a Fire Fighting Operation")

  • 7.270 ("Cruelty to Animals")

  • 7.410 ("Furnishing Alcohol to a Minor")

  • 7.630 ("Improper Storage of a Firearm")

  The Committee has also revised the following instructions:

  • 3.820 ("Unrecord Custodial Interrogation"), adding language approved in Commonwealth v. Rousseau , 465 Mass. 372, 392–393 (2013), regarding evaluating the lack of a recording in light of any opportunity to record the interrogation that the defendant declined.

  • 4.120 ("Attempt"), deleting the third element (failure to complete the crime) in light of recent cases omitting this as a required element. See Commonwealth v. Rivera , 460 Mass. 139, 142 (2011); Commonwealth v. Sullivan , 84 Mass. App. Ct. 26, 27, rev. granted limited to other issues , 466 Mass. 1109 (2013).

  • 5.190 ("Leaving the Scene of an Accident Involving Personal Injury not Resulting in Death"), collapsing the old third and fourth elements (causing injury and knowing the defendant caused injury) into one element ("knowingly collided with or otherwise injured another person"), and adding a note explaining that the absence of death is not an element, both in accordance with Commonwealth v. Muir , 84 Mass. App. Ct. 635, 637–639 (2013).

  • 6.100 ("Affray"), adding language clarifying the meaning of fighting and conforming the third element to Commonwealth v. Nee , 83 Mass. App. Ct. 441, 447–448, rev. denied , 465 Mass. 1106 (2013), as well as adding notes regarding self-defense and sentencing.

  • 6.520 ("Indecent Assault and Battery on a Child Under Fourteen"), revising language regarding inability to consent to clarify that it remains the jury's role to determine whether the victim was under fourteen years of age at the time of the crime, as required by Commonwealth v. Dunton , No. 2012-P-1577, 2014 Mass. App. Unpub. LEXIS 20, 84 Mass. App. Ct. 1128 (Jan. 13, 2014) (unpublished), rev. denied , 467 Mass. 1106 (2014).

  • 6.600 ("Annoying and Accosting Persons of the Opposite Sex"), adding the requirement that the disorderly acts or language be sexual in nature, as required by Commonwealth v. Sullivan , 84 Mass. App. Ct. 26, 30, rev. granted , 466 Mass. 1109 (2013).

  • 6.740 ("Violation of a Harassment Prevention Order"), amending the supplemental instruction on the meaning of "harass" to reflect St. 2010, c. 239, §§ 71–72, which changed statutory language regarding a "mentally retarded person" to a "person with an intellectual disability."

  • 7.260 ("False Report of a Crime"), omitting needless language and adding a citation to Commonwealth v. Saylor , 84 Mass. App. Ct. 346, 351–352 (2013).

  • 7.360 ("Intimidating a Witness, Juror, Court Official or Law Enforcement Office"), adding the theory of reckless interference with a court proceeding and reflecting the expansion of the crime to endeavors to interfere with certain civil proceedings enacted by the Legislature in St. 2010, c. 256, § 120. The instruction is also amended to reflect new statutory language specifically including certain specified electronic communications in the definition of "harass." St. 2010, c. 92, § 11. Finally, the instruction is amended to delete the theories of "harming" or "punishing" a criminal proceeding, in light of Commonwealth v. Hamilton , 459 Mass. 422, 436–437 (2011).

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2014 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: February 2013

  Dear Subscriber:

  Enclosed are new model jury instructions for use in criminal cases in Massachusetts District Court.

  Compiled through the efforts of the District Court Committee on Criminal Proceedings, this new material reflects the latest developments in the law. It contains revisions to Instructions 1.120, 2.320, 3.200, 3.600, 3.700, 5.180, 5.200, 5.400, 6.600, 6.640, 6.700, 6.740, 7.600, and 7.860, along with new Instructions numbered 1.130, 3.840, 5.190, 7.540, and 7.870.

  In an effort to clarify and improve the model instruction for OUI cases, the Committee has divided former Instruction 5.300 ("Operating under the Influence of Liquor or with .08% Blood Alcohol") into two separate and revised instructions: 5.300 ("Operating with a Blood Alcohol Level of .08% or Greater") and 5.310 ("Operating under the Influence of Intoxicating Liquor").

  The Committee has also created new verdict slips 5.301 and 5.311 for the revised OUI instructions, and revised verdict slips 5.501, 6.121, 6.141, 6.301, and 8.521.

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2013 supplementary material for Criminal Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: June 2011

  Dear Subscriber:

  Enclosed are new model jury instructions for use in criminal cases in Massachusetts District Court.

  Compiled through the efforts of the District Court Committee on Criminal Proceedings, this new material reflects the latest developments in the law. It contains revisions to Instructions 1.120, 2.540, 4.200, 5.180, 5.300, 6.121, 6.640, and 6.720, along with new Instructions numbered 3.760, 6.120, 6.140, 7.380 and 7.400. The Committee has added notes to Instructions 3.760, 6.120, and 7.380.

  It is Massachusetts Continuing Legal Education's privilege to publish this material in collaboration with the District Court Committee on Criminal Proceedings. We trust that you will find this 2011 supplementary material for Model Jury Instructions for Use in the District Court to be instructive in your courtroom practice and useful in your library research.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

• Update: February 2009

  Dear Subscriber:

  Enclosed is the 2009 edition of the model criminal jury instructions that have been issued by the Administrative Office of the District Court, Commonwealth of Massachusetts and are the same instructions as those referred to by judges of the District, Municipal and Juvenile Courts.

  This 2009 edition, which features an Introduction by Chief Justice Lynda M. Connolly, provides Massachusetts lawyers with the only official pattern jury instructions in Massachusetts. Inside you will find

  • "Plain English" instructions, along with supplemental instructions and notes to aid you in your drafting.

  • Three new model instructions, covering Subsequent Offense, Failing to Register as a Sex Offender, and Giving a False Name upon Arrest.

  • Thirty-six revised model instructions.

  • Updated notes that reflect recent legal developments.

  • A checklist of instructions either required or affirmatively recommended by appellate courts.

  • A useful chart offering suggested dialogues for sentencing.

  • An alphabetical index and conversion chart to aid you in referring to renumbered instructions.

  We at MCLE trust that you will find this new 2009 edition to be indispensable in your criminal law practice and valuable in your law library.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

Table of Contents

Chapter 01 expand

Formal Probate

Buy Chapter

Maryellen Sullivan, Esq., Port City Legal LLC

Checklist 1.1

- Common Conditions Under Which a Formal Probate Court Proceeding Is Commenced Buy Form

Checklist 1.2

- Requests Commonly Included in a Petition for Formal Probate of a Will (Me. Prob. Ct. Form DE-201) Buy Form

Exhibit 1A

- Petition for Formal Adjudication of Intestacy and Appointment of Personal Representative or for Formal Adjudication of Intestacy Only (Form DE-101) Buy Form

Exhibit 1B

- Petition for Formal Probate of Will or Appointment of Personal Representative or Both (Form DE-201) Buy Form

Exhibit 1C

- Renunciation/Nomination (Form DE-407) Buy Form

Exhibit 1D

- Chart of Consanguinity Buy Form

Exhibit 1E

- Bond for Personal Representative(s) (Form DE-403) Buy Form

Exhibit 1F

- Demand for Bond (Form DE-502) Buy Form

Exhibit 1G

- Acceptance of Appointment of Personal Representative (Form DE-104) Buy Form

Exhibit 1H

- Certificate of Value for Resident and Nonresident Estates (Form DE-401(A)) Buy Form

Exhibit 1I

- Probate Inventory (Form DE-405) Buy Form

Exhibit 1J

- Petition for Supervised Administration (Form DE-501) Buy Form

Exhibit 1K

- Petition for Formal Appointment of Special Administrator (Form DE-301) Buy Form

Chapter 02 expand

Informal Probate

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Matie Little, Esq., LeBlanc & Young, PA

Checklist 2.1

- Register’s Requirements for Allowing a Will to Informal Probate Buy Form

Checklist 2.2

- Register’s Requirements for Appointing a Personal Representative in an Informal Probate Buy Form

Exhibit 2A

- Application for Informal Probate of Will or Appointment of Personal Representative Under Will or Both (Form DE-201(I)) Buy Form

Exhibit 2B

- Application for Informal Appointment of Personal Representative (Intestate) (Form DE-101(I)) Buy Form

Exhibit 2C

- Maine Estate Tax Statement of Value (Form 700-SOV) Buy Form

Exhibit 2D

- Certificate of Discharge of Estate Tax Lien Buy Form

Exhibit 2E

- Notice of Informal Probate Proceeding (Form N-109) Buy Form

Exhibit 2F

- Notice of Appointment of Personal Representative to Heirs, Devisees, and Other Interested Parties (Form N-115) Buy Form

Exhibit 2G

- Notice to Creditors (Form N-120) Buy Form

Exhibit 2H

- Claim Against Estate (Form DE-503) Buy Form

Exhibit 2I

- Certificate and Abstract (Form N-121) Buy Form

Exhibit 2J

- Informal Appointment of Personal Representative for Intestate Decedent: Findings of Register and Appointment (Form DE-102(I)) Buy Form

Exhibit 2K

- Informal Probate or Informal Appointment of a Personal Representative Under a Will, or Both: Findings and Acts of the Register (Form DE-202(I)) Buy Form

Exhibit 2L

- Notice to Personal Representative Re: Appointment (Form N-114) Buy Form

Exhibit 2M

- Letters of Authority of Personal Representative (Form DE-404) Buy Form

Exhibit 2N

- Sworn Statement of Personal Representative Closing Estate Under 18-C M.R.S. § 3-1003 (Form DE-602) Buy Form

Exhibit 2O

- Verified Application for Certificate of Discharge (Form DE-605) Buy Form

Exhibit 2P

- Petition to Reopen Estate (Form DE-507) Buy Form

Exhibit 2Q

- Order to Reopen Estate (Form DE-508) Buy Form

Exhibit 2R

- Notice of Appointment of Domiciliary Foreign Personal Representative (Form N-116) Buy Form

Chapter 03 expand

Powers and Duties of the Personal Representative

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Jessica M. Scherb, Esq., Drummond Woodsum

Checklist 3.1

- Checklist of Duties of the Personal Representative Relative to Collecting and Identifying Assets Buy Form

Checklist 3.2

- Checklist of Powers and Duties of the Personal Representative, with Corresponding Statutory Authority Under the MUPC Buy Form

Exhibit 3A

- Closing Statement Buy Form

Exhibit 3B

- Closing Statement for Small Estates Buy Form

Exhibit 3C

- Petition for Order of Complete Settlement Buy Form

Chapter 04 expand

Testate and Intestate Distributions

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Nathaniel S. Putnam, Esq., Eaton Peabody, PA

Exhibit 4A

- Demand for Bond (Form DE-502) Buy Form

Exhibit 4B

- Petition for Supervised Administration (Form DE-501) Buy Form

Exhibit 4C

- Petition for Order of Complete Settlement of Estate Under 18-C M.R.S. § 3-1001 or § 3-1002 or Special Finding or Both (Form DE-601) Buy Form

Exhibit 4D

- Petition for Removal of Personal Representative, 18-C M.R.S. § 3-611 (Form DE-509) Buy Form

Chapter 05 expand

Removal, Resignation, and Death of Fiduciaries

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Jennifer L. Kruszewski, Esq., Epstein & O'Donovan LLP

Chapter 06 expand

Guardianships and Conservatorships

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Parke Burmeister, Esq., Casco Bay Law PLLC

Exhibit 6A

- Petition for Appointment of a Guardian (Form PP-201) Buy Form

Exhibit 6B

- Petition for Appointment of a Conservator (Form PP-401) Buy Form

Exhibit 6C

- Joined Petition for Appointment of Guardian and Conservator (Form PP-205) Buy Form

Exhibit 6D

- Petition for Other Protective Arrangements (Form PP-601) Buy Form

Exhibit 6E

- Guardianship Plan (Form PP-502) Buy Form

Exhibit 6F

- Conservator’s Plan (Form PP-503) Buy Form

Exhibit 6G

- Joined Guardian’s/Conservator’s Plan (Form PP-504) Buy Form

Exhibit 6H

- Acceptance of Appointment by Guardian (Form PP-203) Buy Form

Exhibit 6I

- Joined Acceptance of Appointment by Guardian and Conservator (Form PP-207) Buy Form

Exhibit 6J

- Acceptance of Appointment by Conservator (Form PP-402) Buy Form

Exhibit 6K

- Physician’s/Psychologist’s Report (Form PP-505) Buy Form

Exhibit 6L

- Court-Appointed Visitor’s Report (Form PP-506) Buy Form

Exhibit 6M

- Bond for Conservator (Form PP-405) Buy Form

Exhibit 6N

- Inventory (Form PP-406) Buy Form

Exhibit 6O

- Report of Guardian (Form PP-209) Buy Form

Exhibit 6P

- Conservator’s Report (Form PP-412) Buy Form

Exhibit 6Q

- Conservator Account (Form PP-407) Buy Form

Exhibit 6R

- Petition for Interim Order (Form PP-410) Buy Form

Exhibit 6S

- Petition for Termination, Removal, or Resignation of a Guardian or Conservator (Form PP-413) Buy Form

Exhibit 6T

- Order Appointing Counsel for Parent of Minor Child (Form GS-011) Buy Form

Exhibit 6U

- Petition for Appointment of a Conservator (Form PP-107) Buy Form

Exhibit 6V

- Petition for Appointment of a Guardian for a Minor (Form GS-001) Buy Form

Chapter 07 expand

Trusts and Trustees

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Smilie G. Rogers, Esq., Brennan & Rogers, PLLC

Chapter 08 expand

Preprobate Considerations

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Smilie G. Rogers, Esq., Brennan & Rogers, PLLC

Exhibit 8A

- Estate Summary Sheet Buy Form

Exhibit 8B

- Uniform Single-Party or Multiple-Party Account Form Buy Form

Chapter 09 expand

Real Estate Transfer and Sales

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Meghan L. Myers, Brann & Isaacson

Exhibit 9A

- Form N-116, Notice of Appointment of Domiciliary Foreign Personal Representative Buy Form

Exhibit 9B

- IRS Form 4422, Application for Certificate Discharging Property Subject to Estate Tax Lien Buy Form

Exhibit 9C

- IRS Form 4506-T, Request for Transcript of Tax Return Buy Form

Exhibit 9D

- Certificate of Discharge of Estate Tax Lien Buy Form

Exhibit 9E

- Form 700-SOV, Maine Estate Tax Statement of Value Buy Form

Exhibit 9F

- Form DE-604, Order of Complete Settlement Under 18-C M.R.S. § 3-1001 or § 3-1002 Buy Form

Chapter 10 expand

Will Contests, Compromise Agreements, and Strategies for Avoiding Probate Litigation

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Katherine E. Galloway, Esq., Verrill Dana LLP
Jacqueline W. Rider, Esq., Verrill Dana LLP
Danielle R. Starr, Esq., Verrill Dana LLP

Exhibit 10A

- Petition for Formal Probate (Form DE-201) Buy Form

Exhibit 10B

- Order Regarding Formal Probate with Appointment (Form DE-202) Buy Form

Exhibit 10C

- Petition Requiring Appointment of Special Administrator (Form DE-301) Buy Form

Exhibit 10D

- Petition for Removal of Personal Representative (Form DE-509) Buy Form

Exhibit 10E

- Order for Removal of Personal Representative (Form DE-510) Buy Form

Editor(s)

Author(s)