Legal Opinion

Savage v. Oliszczak

Massachusetts Appeals Court

Decided June 29, 2010No. 09-P-513PublishedCited by 1 opinion

1Opinion of the CourtGreen, J.

Does commencement of a will contest trigger an in terrorem clause contained in a pour-over trust designated as the sole beneficiary under the will? The plaintiffs commenced an action in the Probate and Family Court seeking an answer to that question, and now appeal from a decree answering the question in the negative. We affirm.

Background. The parties are the children of Georgenia M. Hatch, who died on March 14, 2006. Several years before her death, on January 29, 2002, Georgenia4 executed various estate planning documents, including a last will and testament (will) and the Georgenia M. Hatch…

2Cases cited11 opinions

  1. O'BRIEN v. DwightMassachusetts Supreme Judicial Court · 1973
  2. Peters v. WallachMassachusetts Supreme Judicial Court · 1975
  3. Clymer v. MayoMassachusetts Supreme Judicial Court · 1985
  4. In re the Estate of EllisAppellate Division of the Supreme Court of the State of New York · 1998
  5. Rudd v. SearlesMassachusetts Supreme Judicial Court · 1928

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3Cited by1 opinion

  1. In the Matter of the Estate of UrbanMassachusetts Appeals Court · 2023

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