Wilcox v. Trautz

693 N.E.2d 141, 427 Mass. 326, 1998 Mass. LEXIS 176
CourtMassachusetts Supreme Judicial Court
DecidedApril 21, 1998
StatusPublished
Cited by31 cases

This text of 693 N.E.2d 141 (Wilcox v. Trautz) 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
Wilcox v. Trautz, 693 N.E.2d 141, 427 Mass. 326, 1998 Mass. LEXIS 176 (Mass. 1998).

Opinion

Greaney, J.

After approximately twenty-five years of living together as an unmarried couple, the plaintiff and the defendant separated. The plaintiff brought an action in the Probate and Family Court which sought (a) a declaration under G. L. c. 231A that a written agreement between the parties was invalid and [327]*327unenforceable, (b) an injunction preventing the defendant from transferring or encumbering the house in which the parties resided at the time of their separation, and (c) the imposition of a constructive trust for her benefit in a one-half interest in that home or an award of damages on theories of implied promise or quantum meruit.

A judge of the Probate and Family Court conducted a bifurcated trial. The judge first considered the evidence pertaining to the enforceability of the parties’ written agreement and concluded that it was invalid and should not be enforced. The judge then considered the evidence pertaining to the trust and damages claims, and he concluded that the plaintiff was not entitled to recover either under a constructive trust theory or under an implied contract theory, but that, to prevent unjust enrichment, she was entitled to damages of approximately $30,000 on her quantum meruit claim.

The defendant appealed from the final judgment, and we transferred the case to this court on our own motion. We conclude that the parties’ agreement is valid and enforceable and, as a result, the plaintiff’s damages award must be set aside. Accordingly, we vacate the judgment and order the entry of a new judgment that declares the agreement to be valid and enforceable and disposes of the damages claim in the defendant’s favor.

1. We summarize the judge’s findings on the challenged agreement. In 1967, the plaintiff, then age twenty-two years, and the defendant, then age twenty-five years, began living together in an apartment rented by the defendant in Abington. The defendant, who earned approximately $100 more per week than the plaintiff, was employed at a local supermarket as a meat cutter, and the plaintiff was employed by the same company as a meat wrapper. The plaintiff had completed the tenth grade in high school and subsequently received a high school equivalency diploma. The defendant had completed the eleventh grade.

The parties moved from the Abington apartment to a house purchased by the defendant in Rockland in 1973, and in 1980, after the defendant sold the Rockland property, they moved to a house he purchased in Halifax, where they resided together until the time of trial. The titles to both the Rockland and the Halifax properties were in the defendant’s name only.

Between 1973 and 1992, the plaintiff contributed $25 a week [328]*328toward general household expenses. Throughout the course of the relationship, the plaintiff performed household duties, including all the food and clothes shopping, which she paid for solely from her earnings, as well as all of the cooking, cleaning, and laundry. She also entertained the parties’ friends and family in the parties’ home.

The plaintiff contributed some of her income toward the maintenance and improvement of the parties’ home. She paid for the purchase and installation of ceramic flooring, wall-to-wall carpeting, patio furniture, and a deck. She and the defendant also shared the cost of a television, an oven, a refrigerator, and an air conditioner.

By contributing some of her salary to the parties’ home, the plaintiff did not secure her own investments, and, at the time of trial, she did not have any savings and only a small pension. The plaintiff’s contributions enabled the defendant to use some of his funds to purchase and maintain his real estate and an airplane.

In March, 1989, the plaintiff became involved in another relationship which spurred the defendant to seek legal advice regarding the parties’ rights with respect to the assets acquired during their relationship. Pursuant to the defendant’s request, his attorney drafted an agreement concerning the parties’ respective rights.1 The defendant testified that he discussed the terms of the agreement with the plaintiff before instructing his attorney to draft the agreement.

The defendant presented the agreement to the plaintiff and told her that if she did not sign it, their relationship would be over and she would be required to move out of the Halifax house. He advised her to seek legal advice before signing the agreement, and, although she had the opportunity to do so, she [329]*329did not seek any advice regarding the agreement. A few days later, the parties signed the agreement before a notary public.

The judge stated that “[t]he defendant’s testimony indicates that the primary purpose of the agreement was to secure sexual fidelity to him from the plaintiff.” The judge did not credit the plaintiff’s testimony that she had not read the agreement, and he rejected the plaintiff’s claim that she was forced or coerced into signing the agreement.

At the time of the execution of the agreement, the defendant owned the Halifax property, valued at $180,000; an amphibious airplane, valued at $55,000; various bank accounts, totalling approximately $1,300; individual retirement accounts; and a one-half share of real estate in Maine, valued at $15,000. The plaintiff did not have any assets in her name, other than a bank account containing a small amount, and a one-half share in the Maine real estate. She owned household furniture, clothing, and jewelry. The parties were aware of the principal assets, and fully understood each other’s financial status prior to the execution of the agreement.

The agreement provided that the plaintiff vacate the Halifax residence within thirty days after being requested to do so by the defendant. When the plaintiff became involved in another relationship in 1992, the defendant gave her thirty days’ notice to leave the home. When the defendant asked the plaintiff to leave at the expiration of the thirty days, the plaintiff refused to do so, and instead moved into another bedroom where she resided until the time of trial.

2. We have not previously passed on the validity of written agreements between two unmarried cohabitants that attempt to define the rights of the parties as to services rendered and property acquired during their relationship. Our early decisions precluded the enforcement of an agreement between unmarried parties if the agreement was made in consideration that the parties should cohabit. See, e.g., Zytka v. Dmochowski, 302 Mass. 63, 63-64 (1938) (if money is given by one party to the other “entirely or partially in consideration that the parties should cohabit, then the parties have no standing to invoke the aid of a court of equity to compel the repayment of the money and they have no rights which are cognizable in equity”). See also Otis v. Freeman, 199 Mass. 160 (1908). More recently, we have held valid oral promises between unmarried cohabitants so long as “illicit sexual relations were [not] an inherent aspect of the [330]*330agreement or a ‘serious and not merely an incidental part of the performance of the agreement.’ ” Margolies v. Hopkins, 401 Mass. 88, 92 (1987), quoting Green v. Richmond, 369 Mass. 47, 51 (1975).

Social mores regarding cohabitation between unmarried parties have changed dramatically in recent years and living arrangements that were once criticized are now relatively common and accepted.

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Bluebook (online)
693 N.E.2d 141, 427 Mass. 326, 1998 Mass. LEXIS 176, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilcox-v-trautz-mass-1998.