Machover v. Estate of Machover

28 V.I. 7, 1992 WL 12729452, 1992 V.I. LEXIS 16
CourtSupreme Court of The Virgin Islands
DecidedOctober 26, 1992
DocketCivil No. 491/1992
StatusPublished
Cited by2 cases

This text of 28 V.I. 7 (Machover v. Estate of Machover) is published on Counsel Stack Legal Research, covering Supreme Court of The Virgin Islands primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Machover v. Estate of Machover, 28 V.I. 7, 1992 WL 12729452, 1992 V.I. LEXIS 16 (virginislands 1992).

Opinion

CHRISTIAN, ALPHONSO A., Senior Sitting Judge

OPINION AND ORDER

I. INTRODUCTION

This matter is now before the Court for decision on two Motions of Estelle Machover Roth, copied here ad verbum, to wit:

1. "Motion to require Frank L. Machover to Deposit into the Registry of the Court Debt Owed to Estate of Lola Machover", dated June 19, 1992, and filed June 22, 1992; and

2. "Motion for Summary Judgment for Admission of Will to Probate and for Issuance of Letters Testamentary", dated July 17,1992, and filed July 20, 1992.

Both Motions will be denied.

II. HISTORICAL BACKGROUND

Lola Machover (hereafter "decedent") was the mother of Estelle Machover Roth (hereafter "Movant") and Frank L. Machover (hereafter "Respondent"). Decedent, the owner of an estate valued [10]*10in the millions, made five Wills dated March 26,1979; September 2, 1981; April 8, 1982; September 24, 1985; and June 11, 1990, (hereafter "Will No. 1, No. 2, No. 3, No. 4, and No. 5, respectively).

In Will No. 1, decedent devised to Respondent Property No. 138b Commandant Gade, St. Thomas, Virgin Islands, and an equal undivided one-half interest in common in Parcels 70, 82, and 83 Estate Contant, No. 7A Southside Quarter, St. Thomas, Virgin Islands.

About two and a half years later, on August 14,1981, after making her first Will on March 26, 1979, decedent delivered to Respondent two checks in the amounts of $190,000.00 and $60,000.00, as a loan, (See Exhibit A to Affidavit of Respondent dated July 25, 1992). Simultaneously, decedent signed a note written by Respondent which read:

"If the loans I have given my son Frank Machover have not been repaid when I die the loans shall be cancelled, and the amounts shall be considered a gift from me to him".

And on August 28,1981, she executed a Lease she refers to in her Will as "a lease on favorable terms to my real property" to Respondent. 1

In Will No. 2, she revoked prior Wills and Codicils and stated in Paragraph 2: "I intentionally make no provision in this Will for my son, Frank Leonard Machover, since I have during my lifetime made what I regard as adequate provision for him".2

[11]*11In Will No. 3, decedent provided in Paragraph 2 the following:

"Upon my death, the $250,000.00 loan I made to my son, Frank Leonard Machover, during my lifetime, or any part thereof then remaining unpaid, shall be cancelled. I intentionally make no other provision in this Will for my said son since I have during my lifetime made what I regard as adequate provision for him, including a 20-year lease on favorable terms to my real property designated No. 9A Dronningens Gade, Queens Quarter, Charlotte Amalie, St. Thomas, Virgin Islands, which I am hereafter leaving in trust for my grandaughters intending that the rent my son is to pay under said lease shall be for their benefit during the period said property is subject to said lease".

In Will No. 4, decedent provided in Paragraph 2 the following:

"Upon my death, the $250,000.00 loan I made to my son, Frank Leonard Machover, during my lifetime, or any part thereof then remaining unpaid, shall be cancelled. I intentionally make no other provision in this Will for my said son since I have during my lifetime made what I regard as adequate provision for him, including a 20-year lease on favorable terms to my real property designated No. 9A Dronningens Gade, Queens Quarter, Charlotte Amalie, St. Thomas, Virgin Islands".

In Will No. 5, decedent provided in Paragraph SECOND the following:

"Upon my death the $250,000.00 loan I made to my son, Frank Leonard Machover, during my lifetime, or any part thereof then remaining unpaid, shall be cancelled. I intentionally make no other provision in this will for my said son since I have during my lifetime made what I regard as adequate provision for him, including a 20-year lease on favorable terms to my real property designated No. 9A Dronningens Gade, Queens Quarter, Charlotte Amalie, St. Thomas, Virgin Islands".

[12]*12Thus, in four Wills, executed in 1981, 1982, 1985, and 1990,. not just in the last Will, the validity of which is under attack, decedent made the same provision as to the nature of her grant to Respondent.

Finally, in Will No. 5, decedent provided in Paragraph EIGHTH the following:

"If my son, Frank Leonard Machover, in any manner, directly or indirectly, contests this will or any of its provisions, then the benefit which I have bestowed upon him by Article SECOND of this will shall be revoked and any part of the $250,000.00 loan which I made to my said son remaining unpaid at the time of the death shall be collectible by my estate".

In all five Wills, Richard E. Grunert, Esquire, a member of the Virgin Islands Bar in good standing, was decedent's attorney and also acted as one of the attesting witnesses. Attorney Grunert executed an Affidavit on July 23,1992, to the effect that (a) he acted as such attorney and attesting witness; (b) with respect to "each of these five Wills, Lola Machover was in all respects competent to make the Wills and was not under restraint"; (c) that the contents of the Wills accurately reflected what decedent wanted and were not the result of any undue influence exerted upon her by any person; and (d) that while decedent in April 1990, travelled to Miami Beach, Florida, for the purpose of receiving medical treatment, she had always been a resident of St. Thomas from the time he knew her, 1962, and she never expressed any intent to change her domicile from the Virgin Islands to Florida.

In all five Wills, Movant is the greatest beneficiary, is the named personal representative, and when a Trust was created is also the named Trustee, authorized in both cases to serve without posting bond.

The only heirs at law, as distinguished from testamentary heirs, decedent died leaving, according to 15 V.I.C., Section 84, are her two children, the Movant and the Respondent herein.

Decedent died on December 24, 1991, in Miami Heart Institute, Miami Beach, Florida. On March 27, 1992, Movant filed in this Court her Petition for Admission of her Last Will and Testament to Probate and for Letters Testamentary with supporting documents, including proposed Citation for service on Respondent to bring him within the jurisdiction of the Court, pursuant to 5 V.I.C., App. IV, Rule 192(b), returnable on May 12,1992, as Respondent failed or [13]*13refused to sign a Waiver and Consent pursuant to subdivision (a) of the Rule. The Citation was served on Respondent on April 9, 1992. On May 8,1992, Respondent filed Declaration of Contest pursuant to Rule 193 id. (hereafter "Declaration"), predicated on the following: (a) probate proceedings had been initiated by Petition filed In the Probate Court of the Eleventh Circuit in and for Dade County,3

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Related

In re the Estate of Phillip
41 V.I. 37 (Supreme Court of The Virgin Islands, 1999)
In re the Estate of Walters
38 V.I. 14 (Supreme Court of The Virgin Islands, 1997)

Cite This Page — Counsel Stack

Bluebook (online)
28 V.I. 7, 1992 WL 12729452, 1992 V.I. LEXIS 16, Counsel Stack Legal Research, https://law.counselstack.com/opinion/machover-v-estate-of-machover-virginislands-1992.