profiles of the justices - Massachusetts Lawyers Weekly
profiles of the justices - Massachusetts Lawyers Weekly
profiles of the justices - Massachusetts Lawyers Weekly
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
Cite this page 35 MLW 291 | www.masslawyersweekly.com<br />
Subscribe Today - Call 1-800-451-9998<br />
September 25, 2006 | <strong>Massachusetts</strong> <strong>Lawyers</strong> <strong>Weekly</strong> | B19<br />
Michael Magerer for <strong>the</strong> plaintiff;Michael R.Coppock<br />
for Maimonides School; James J. Arguin for<br />
Division <strong>of</strong> Unemployment Assistance (Docket<br />
No. SJC-09520) (June 16, 2006).<br />
Wills and trusts<br />
Bank accounts - Estate<br />
property<br />
Where an administratrix seeks a judgment<br />
declaring that <strong>the</strong> testatrix’s estate includes <strong>the</strong><br />
funds in two <strong>Massachusetts</strong> bank accounts,<strong>the</strong><br />
complaint should be dismissed without prejudice<br />
because <strong>the</strong> requested relief appears not<br />
to be necessary.<br />
Florio v.Florio,et al.(<strong>Lawyers</strong> <strong>Weekly</strong> No.10-<br />
147-05) (5 pages) (Rescript) (SJC) M. David<br />
Blake and Carolyn Martello for <strong>the</strong> plaintiff<br />
(Docket No. SJC-09414) (Sept. 2, 2005).<br />
‘GRATs’- Reformation<br />
Where <strong>the</strong> settlor <strong>of</strong> “grantor retained annuity<br />
trusts”seeks reformation <strong>of</strong> <strong>the</strong> trusts in light<br />
<strong>of</strong> a 2003 U.S. Tax Court decision, <strong>the</strong> reformation<br />
request should be granted in light <strong>of</strong> <strong>the</strong> settlor’s<br />
intent concerning her estate tax liability.<br />
Freedman, et al. v. Freedman, et al. (<strong>Lawyers</strong><br />
<strong>Weekly</strong> No. 10-155-05) (4 pages) (Rescript)<br />
(SJC) Appealed from a decision by Greaney, J.,<br />
sitting as single justice.Morris Robinson and Peter<br />
W. KortKamp, for <strong>the</strong> plaintiffs, submitted a<br />
brief (Docket No. SJC-09475) (Sept. 20, 2005).<br />
Reformation -<br />
Generation-skipping tax<br />
Where <strong>the</strong> trustee and settlors <strong>of</strong> an irrevocable<br />
trust seek reformation <strong>of</strong> <strong>the</strong> trust,<strong>the</strong> reformation<br />
should be allowed so as to carry out <strong>the</strong><br />
settlors’intentions regarding tax consequences.<br />
Inderieden, et al. v. Downs, et al. (<strong>Lawyers</strong><br />
<strong>Weekly</strong> No. 10-156-05) (3 pages) (Rescript)<br />
(SJC) Case reported by LaPointe, J., <strong>of</strong> <strong>the</strong> Probate<br />
& Family Court. Mark S. Gold submitted<br />
a brief for <strong>the</strong> plaintiffs (Docket No.SJC-09481)<br />
(Sept. 21, 2005).<br />
Reformation - Settlors’intent<br />
Where <strong>the</strong> settlors, trustees and beneficiaries<br />
seek reformation <strong>of</strong> an irrevocable trust,<strong>the</strong><br />
request should be granted based on evidence<br />
that,because <strong>of</strong> scrivener’s errors,<strong>the</strong> trust document<br />
does not reflect <strong>the</strong> settlors’ intent.<br />
Ryan, et al. v. Ryan, et al. (<strong>Lawyers</strong> <strong>Weekly</strong><br />
No. 10-100-06) (3 pages) (Rescript) (SJC) Case<br />
reported by Kagan, J., in <strong>the</strong> Probate & Family<br />
Court. Virginia Ann Brophy, for <strong>the</strong> plaintiff,<br />
submitted a brief (Docket No. SJC-09653)<br />
(June 16, 2006).<br />
Reformation <strong>of</strong> trust - Taxes<br />
Where a trustee <strong>of</strong> a revocable family trust<br />
seeks reformation, that request should be<br />
granted in light <strong>of</strong> <strong>the</strong> settlor’s intentions regarding<br />
estate tax liability.<br />
Grassian v. Grassian, et al. (<strong>Lawyers</strong> <strong>Weekly</strong><br />
No. 10-162-05) (3 pages) (Rescript) (SJC) Case<br />
reserved and reported by Spina, J.,sitting as single<br />
justice. Ann P. Hochberg, Neil L. Cohen and<br />
J. James Park for <strong>the</strong> plaintiff (Docket No. SJC-<br />
09423) (Oct. 14, 2005).<br />
Trust reformation<br />
Where reformation has been sought <strong>of</strong> a<br />
qualified personal residence trust,we conclude<br />
that reformation should be allowed in order to<br />
effectuate <strong>the</strong> settlor’s intent.<br />
Van Riper v.Van Riper, et al. (<strong>Lawyers</strong> <strong>Weekly</strong><br />
No.10-153-05) (2 pages) (Rescript) (SJC) Case<br />
reserved and reported by Ireland, J., sitting as<br />
single justice.Domenic P.Aiello submitted a brief<br />
for <strong>the</strong> plaintiff (Docket No. SJC-09506) (Sept.<br />
14, 2005).<br />
Workers’ compensation<br />
Benefit calculation -<br />
‘Average weekly wages’<br />
Where “average weekly wages” must be<br />
determined for a union worker who has<br />
been injured on an entirely union public<br />
works project and is seeking workers’ compensation<br />
benefits, we hold that <strong>the</strong> plain<br />
language <strong>of</strong> <strong>the</strong> applicable statutes [G.L.c.<br />
152, §1(1) and G.L.c. 149, §§26 and 27] requires<br />
that “employer payments into health<br />
and welfare plans, pension plans and supplemental<br />
unemployment benefits (fringe<br />
benefits)” be included in determining <strong>the</strong><br />
employee’s average weekly wages.<br />
William McCarthy’s Case (<strong>Lawyers</strong> <strong>Weekly</strong><br />
No.10-177-05) (30 pages) (Ireland,J.) (Sosman,<br />
J., joined by Marshall, C.J., and Cordy, J., concurring)<br />
(SJC) Appealed from a decision <strong>of</strong> <strong>the</strong><br />
Industrial Accidents Reviewing Board.Myles W.<br />
McDonough and Mark H. Lik<strong>of</strong>f for <strong>the</strong> insurer;<br />
Michael C. Akashian for <strong>the</strong> employee; Timothy<br />
Wilton submitted a brief for John Fleming,<br />
et al., amici curiae; Karen S. Hambleton submitted<br />
a brief for <strong>Massachusetts</strong> Academy <strong>of</strong> Trial<br />
Attorneys, amicus curiae (Docket No. SJC-<br />
09421) (Nov. 23, 2004).<br />
Jurisdiction -<br />
Suit under G.L.c. 93A<br />
Where plaintiffs initiated suit under G.L.c.<br />
93A,claiming alleged violations <strong>of</strong> G.L.c.176D<br />
by <strong>the</strong> defendants in <strong>the</strong>ir handling <strong>of</strong> <strong>the</strong><br />
plaintiffs’ claims for workers’ compensation<br />
benefits,a Superior Court judge acted correctly<br />
in dismissing <strong>the</strong> suit due to a lack <strong>of</strong> subject<br />
matter jurisdiction.<br />
Fleming,et al.v.National Union Fire Insurance<br />
Company,et al.(<strong>Lawyers</strong> <strong>Weekly</strong> No.10-176-05)<br />
(15 pages) (Spina,J.) (SJC) Case heard by Troy,J.,<br />
on a motion to dismiss. Timothy Wilton for <strong>the</strong><br />
plaintiffs;Myles W.McDonough for <strong>the</strong> defendants<br />
(Docket No. SJC-09415) (Nov. 23, 2005).<br />
Zoning<br />
Standing - Diminution in value<br />
Where <strong>the</strong> Appeals Court concluded that<br />
<strong>the</strong> plaintiff abutters had standing to challenge<br />
<strong>the</strong> issuance <strong>of</strong> a comprehensive permit for <strong>the</strong><br />
construction <strong>of</strong> affordable housing, this was<br />
error,as <strong>the</strong> diminution <strong>of</strong> <strong>the</strong> plaintiffs’property<br />
values is insufficient to establish standing<br />
under G.L.c. 40B.<br />
Standerwick,et al.v.Zoning Board <strong>of</strong> Appeals <strong>of</strong><br />
Andover,et al.(<strong>Lawyers</strong> <strong>Weekly</strong> No.10-099-06) (26<br />
pages) (Marshall,C.J.) (SJC) Case heard by Whitehead,J.,on<br />
a motion for summary judgment.Kevin<br />
P. O’Flaherty for Avalon at St. Clare, Inc.; Andrew<br />
A.Caffrey Jr.for <strong>the</strong> plaintiffs;Thomas J.Urbelis,for<br />
Zoning Board <strong>of</strong> Appeals <strong>of</strong> Andover, was present<br />
but did not argue;<strong>the</strong> following submitted briefs for<br />
amici curiae: Michael Pill,pro se; R.Jeffrey Lyman,<br />
Michael K. Murray and Adam Hollingsworth for<br />
Greater Boston Real Estate Board and o<strong>the</strong>rs (Docket<br />
No. SJC-09635) (June 16, 2006).