Theodore v. Theodore
| Decision Date | 26 June 1969 |
| Parties | Anna THEODORE v. Stephen E. THEODORE et al. (and a companion case between the same parties). |
| Court | United States State Supreme Judicial Court of Massachusetts Supreme Court |
Richard J. Cotter, Jr., Quincy, for respondents.
Jules E. Angoff, Boston, for petitioner.
Before WILKINS, C.J., and WHITTEMORE, CUTTER, SPIEGEL and REARDON, JJ.
These are two petitions in equity brought in the Probate Court by the widow of one Savvas E. Theodore. One petition is against the executors of his estate and against the trustees of the 'Theodore Family Trust.' The other petition is also against the executors and against the trustees of the 'Stephen E. and George S. Theodore Family Trust.' In each case the petitioner sought a determination that the trust was 'void as to her rights to share as * * * (the testator's) widow in his estate.' The cases were heard together and a final decree was entered in each favorable to the petitioner. The cases are here on the respondents' appeals. The judge made a report of material facts and the evidence is reported.
We state the pertinent facts contained in the judge's report, although some of these facts do not appear to us to be supported by the evidence. The testator and the petitioner, his second wife, were married in February, 1951. The respondents are the two sons of the testator 'by his first wife,' from whom he was divorced. After the testator's marriage to the petitioner they lived together for a few months and 'were thereupon embroiled in domestic litigation.' They separated in June, 1952, and on July 1, 1952, she filed a petition for separate support, obtaining an order for temporary support. '(T) here were many probate court proceedings between them thereafter; with increasing orders for her support.'
'The records of the Registry of Deeds show that on October 1, 1952, the * * * (testator) executed a Declaration of Trust, naming himself as trustee and giving to himself complete control as such trustee for his sole benefit during his lifetime, with full powers to him alone, to revoke, amend or alter it; that * * * by an amendment he named his two sons * * * as succeeding trustees * * *.'
'That on April 5, 1956, he executed another Declaration of Trust identified as the 'Stephen E. and George S. Theodore Family Trust' by which he also reserved only to himself full control with full powers for his sole benefit during his lifetime.'
The testator
'Although he executed a will on August 29, 1964, while on his death bed, he left no assets of any kind which could operate under that will.'
The 'numerous Notices of Claims' filed against the testator's estate 'clearly show that he handled his assets to defraud other creditors as well as his wife.' 1
The petitioner contends that the trusts 'were mere 'shams,' were 'colorable' and were attempted testamentary dispositions created by * * * (the testator) solely with the intent to hinder, delay and to defraud the petitioner * * * and are therefore void as to her.' She argues that her contentions are supported by the evidence that the trusts were established after she had separated from the testator, that the testator 'was the trustee and sole beneficiary' of the trusts and that after the creation of the trusts the testator 'never had any assets standing in his name individually.' She asserts that these facts 'compel as the only inferences' her aforementioned contentions.
We do not agree. The evidence showed that the 'Theodore...
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