L.W.K. v. E.R.C.

432 Mass. 438
CourtMassachusetts Supreme Judicial Court
DecidedSeptember 14, 2000
StatusPublished
Cited by30 cases

This text of 432 Mass. 438 (L.W.K. v. E.R.C.) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
L.W.K. v. E.R.C., 432 Mass. 438 (Mass. 2000).

Opinions

Marshall, C.J.

Pursuant to G. L. c. 215, § 13,4 and Mass. R. Dom. Rel. P. 64, a judge in the Probate and Family Court reserved and reported four questions concerning the financial obligations of a deceased father’s estate to his minor child:

“1. whether a testator, survived by a minor child to whom he owed . . . support pursuant to a court order, may disinherit that child pursuant to the [omitted child statute,] G. L. c. 191, § 20;
“2. whether the child’s claim for support is in the nature of a preferred creditor’s claim;
“3. whether a posthumous support obligation includes assets of an inter vivos trust; and
“4. whether an order to secure postmajority educational support may be made in the circumstances of posthumous support.”

We discuss the background facts and applicable law before answering the questions.

1. Background. The father died on November 20, 1994, at the age of fifty-five. He was divorced at the time of his death. He was survived by two children, an adult daughter from his only [440]*440marriage, and a minor child (child) born on September 10, 1990, to the mother, L.W.K. (mother), to whom he was not married. The mother was forty-two years old at the time of the child’s birth. Prior to the father’s death, the mother brought a paternity action to establish him as her child’s father. On June 11, 1992, after a hearing, a judge in the Probate and Family Court so determined, and ordered the father to pay child support of $100 a week to the mother, the order to remain in effect “until further order of the Court.”5 The father paid the required child support until his death.

On June 3, 1994, the father executed a will that disinherited his minor child, leaving to her the amount of one dollar. He further directed that she “shall not be considered as an heir-at-law of mine” nor “a child of mine or issue of mine for any purpose under this will.”6 The will provided that, after the payment of specific monetary bequests and disposition of certain tangible property, the remainder of the estate be devised and bequeathed to a trust (trust) that the father had previously established on February 3, 1977. On the same day the father also signed a final amendment to the trust that restated all of the trust terms.7 The trust instrument authorized the trustees, on the father’s death, to collect various life insurance policies and any devises and bequests made by the father to the trust. The trust named the father’s sister (sister) and his adult daughter (the only child from his quondam marriage) as the sole beneficiaries. [441]*441After the father’s death, the sister was appointed executrix of his estate. She filed a Federal estate tax return that listed the father’s total gross estate as $800,398, and a taxable estate of $648,722.

On the death of the father, the mother filed a claim for Social Security benefits on her child’s behalf based on the father’s participation in the Social Security system. It was determined that the child, as a qualified minor, was entitled to receive at that time $849 a month in Social Security benefits.8 The child is entitled to receive these benefits until she turns eighteen or until her nineteenth birthday if she has not finished high school. The child is now ten years old. Her mother has the sole responsibility for her care and upbringing. The child’s only source of income is the Social Security benefits, in addition to support from her mother.9

A guardian ad litem, appointed to represent the child’s interests in the father’s estate, filed a complaint for modification of the child support order entered in 1992, and a notice of claim against the estate seeking further support payments for the child.10 Some time later, a petition for authority to compromise was filed in the estate probate proceeding in which the mother and the sister (executrix of the father’s estate) agreed to a settlement of all claims of the child in the amount of $10,000. A second guardian ad litem, appointed to represent the child’s interests, filed an opposition to the compromise.11 After a hearing, the compromise was dismissed and an attorney was appointed to represent the child in the modification action. The judge allowed a joint motion filed by the mother and the executrix to amend the complaint for modification to add the trustees as defendants.

The parties submitted a statement of agreed facts and made a joint request for rulings. The judge ruled preliminarily that (1) the father could not disinherit his minor child to defeat his sup[442]*442port obligations; (2) the assets of the inter vivos trust and the estate are subject to the child’s support claim; (3) she had the authority to enter an order against the father’s estate for future educational support of the child; and (4) the child’s receipt of Social Security benefits did not bar further claims for support. Because the judge determined that the case presented questions of first impression, and that answers to the questions materially affected the merits of the claim for modification, she reserved and reported four questions and stayed the proceedings pending an appellate ruling. We granted the defendants’ application for direct appellate review.

2. Questions one and two. For ease of discussion we address in tandem the first two questions.

Testamentary freedom is not absolute, and certain preexisting obligations have priority over all testamentary dispositions. See, e.g., Harrison v. Stevens, 305 Mass. 532, 535 (1940) (testamentary dispositions subject to the “claims of creditors and to administration expenses”); G. L. c. 191, § 15, 16 (spousal elective share takes priority over testamentary dispositions). See also H.J. Alperin & L.D. Shubow, Summary of Basic Law § 22.113, at 565 (3d ed. 1996). A legally enforceable obligation to pay child support, like other financial obligations of the testator, takes precedence over testamentary dispositions and must be satisfied prior to any distribution of assets under the will.12 A [443]*443parent charged with an obligation to support his13 child cannot nullify that legal obligation by disinheriting his child pursuant to G. L. c. 191, § 20.14 Beyond satisfaction of his support obligation, however, a parent is free to exercise his testamentary discretion with respect to a minor child, as all others, and may disinherit her.15

In order to answer questions one and two, therefore, we must resolve whether the order to the father to support his minor child survived his death. Specifically we must decide whether a child support order, made pursuant to G. L. c. 209C, § 9, during the father’s life, creates an obligation on his estate to continue support until his child reaches majority, or whether any obligations for her future support were extinguished by his death.

The duty of a parent to support a minor child is statutory. See, e.g., G. L. c. 208, § 28; G. L. c. 209, § 37; G. L. c. 209C, § 9. The question, therefore, is one of statutory interpretation. We conclude that the death of the father does not extinguish his duty to support his minor child. We do so for several reasons.

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Bluebook (online)
432 Mass. 438, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lwk-v-erc-mass-2000.