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Cite this page 35 MLW 291 | www.masslawyersweekly.com<br />

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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).

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