On October 12, 2023 a
Motion To Accept Will ALLOWED on 01/17/2024 File Reference # 9
was filed
involving a dispute between
Lizarralde, Carlos D.,
and
for Estates and Administration
in the District Court of Worcester County.
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COMMONWEALTH OF MASSACHUSETTS
WORCESTER,SS WORCESTER PROBATE
AND FAMILY CQURT
Docket No.
Estate of
Alvaro Lizarralde
OCT 1 2 2923
CBL
MOTION TO
ACCEPT WILL UNDER
M.G.L. Ch. 190B, Section 2-502(b)
NOW COMES the Petitioner, Carlos D. Lizarralde, and moves this honorable Court
to accept the Last Will and Testament of the Decedent, Alvaro Lizarralde, dated May 24,
2023 (the “Will”), under M.G.L. Ch. 190B, Section 2-502(b).
M.G.L. Ch. 190B, Section 2-502(a), establishes the formal execution requirements
for wills, stating: “Except as provided in subsection (b)... a will shall be (1) in writing, (2)
signed by the testator, and (3) signed by at least 2 [witnesses]" (emphasis added). Though
the Will was hand-written and signed by the decedent, and acknowledged before a notary
public, it was not signed by two witnesses.
The exception to Section 2-502(a) is M.G.L. Ch. 190B, Section 2-502(b), which
States, “intent that the document constitute the testator's will can be established by
extrinsic evidence”. Read together, subpart (a) and (b) allow a document that does not
meet the formal execution requirements of subpart (a) to be accepted by the Court as a
decedent's last will and testament if extrinsic evidence proves the decedent intended it to
be his last will and testament.
In support of this motion, M.G.L. Ch. 190B, Section 1-201 “Definitions and
Inclusions’ defines a Will as including “any testamentary instrument that merely... expressly
excludes or limits the right of an individual or class to succeed to property of the decedent
passing by intestate succession”. The Will in question does limit the right of the individual
who would otherwise inherit the property of the decedent by devising his real estate located
at 16 Catalpa Circle, Worcester, MA, to his Niece, Monica, who is not an heir-at-law.
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MOTE ALLOWED)DENTED
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Further, the Willis written, signed by the testator, and acknowledged before a notary
public, which supports this honorable Court in finding that the decedent intended this
document to have legal effect as his Last Will and Testament.
An affidavit in support of this Motion by Nestor Lizarralde is also submitted herewith.
I Mf
Carlos . Lizaralde
By his tt
pate: \(S-G~" _ 2023
Jeremy A. Cohen, Esquire
BBO #690311
CW Law Group
160 Speen St. Ste, 309
Framingham, MA 01701
Tel. 508-309-4880
Fax. 508-597-7722
jeremy@cwlawgrouppc.com
Document Filed Date
January 18, 2024
Case Filing Date
October 12, 2023
Category
Estates and Administration
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