legatee claim (Massachusetts) · Go Syfert
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legatee claim in Massachusetts

7 Massachusetts opinions name it 2 courts 1922–2021 1 in the last five years

The cases below were cited by Massachusetts courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (4)

CaseFollowedCited
Moffatt v. Heongreen
mass · 1922 · cited in 2 Massachusetts opinions naming this issue, 1931–1987
2 sentences

1987The legacy is adeemed by the act of the testator.’” Moffatt v. Heon, 242 Mass. 201, 203-204 (1922).

1931The legacy is adeemed by the act of the testator.” In addition to the authorities collected in Moffatt v. Heon, 242 Mass. 201 , see Towle v. Swasey, 106 Mass. 100, 106 ; Meyerovitz v. Jacobovitz, 263 Mass. 47 .

12
Rose v. Rosegreen
massappct · 2011 · cited in 1 Massachusetts opinions naming this issue, 2021–2021
1 sentence

2021The legacy is adeemed by the act of the testator." Rose v. Rose, 80 Mass. App. Ct. 480, 482 (2011), quoting Kelley, supra at 711 .

11
Bostwick v. Hurstelgreen
mass · 1973 · cited in 1 Massachusetts opinions naming this issue, 2011–2011
1 sentence

2011The legacy is adeemed by the act of the testator.” Id. at 711-712 , quoting from Bostwick v. Hurstel, 364 Mass. 282, 295 (1973).

11
Fiduciary Trust Co. v. Mishougreen
mass · 1947 · cited in 1 Massachusetts opinions naming this issue, 1960–1960
1 sentence

1960See Fiduciary Trust Co. v. Mishou, 321 Mass. 615, 628-629 , in which there is discussion of the great weight to be given to the intention of the testator in this respect.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in Massachusetts. Read the followed side critically anyway.

Also cited on this issue (5)

CaseCitedYears
Tomlinson v. Bury green
mass · 1887
2 sentences

1987As was said in Tomlinson v. Bury, supra (348): ‘If the testator subsequently parts with the property, even if he exchanges it for other property or purchases other property with the proceeds, the legatee has no claim on the estate for the value of his legacy.

1931In that cáse the authorities are reviewed and this quotation from Tomlinson v. Bury, 145 Mass. 346, 348 , .appears at pages 203-204: “If the testator subsequently parts with the property, even if he exchanges it for other property or purchases other property with the proceeds, the legatee has no claim on the estate for the value of his legacy.

31922–1987
Kelley v. Neilson green
mass · 2001
2 sentences

2021The legacy is adeemed by the act of the testator." Rose v. Rose, 80 Mass. App. Ct. 480, 482 (2011), quoting Kelley, supra at 711 .

2011The legacy is adeemed by the act of the testator.” Id. at 711-712 , quoting from Bostwick v. Hurstel, 364 Mass. 282, 295 (1973).

22011–2021
Walsh v. Gillespie green
mass · 1959
1 sentence

2001The legacy is adeemed by the act of the testator.” Nevertheless, we have on occasion departed from a rigid application of the “identity” rule where the rule would yield a harsh and unjust result and “would result in a disruption of the dispositive scheme of the testatrix because of wholly fortuitous circumstances beyond her control.” Walsh v. Gillespie, supra at 282-283 .

12001–2001
Towle v. Swasey green
mass · 1870
1 sentence

1931The legacy is adeemed by the act of the testator.” In addition to the authorities collected in Moffatt v. Heon, 242 Mass. 201 , see Towle v. Swasey, 106 Mass. 100, 106 ; Meyerovitz v. Jacobovitz, 263 Mass. 47 .

11931–1931
Meyerovitz v. Jacobovitz green
mass · 1928
1 sentence

1931The legacy is adeemed by the act of the testator.” In addition to the authorities collected in Moffatt v. Heon, 242 Mass. 201 , see Towle v. Swasey, 106 Mass. 100, 106 ; Meyerovitz v. Jacobovitz, 263 Mass. 47 .

11931–1931

Where else courts name it

NY 8 (1902–2013) MA 7 (1922–2021) PA 3 (1922–1956) LA 2 (1991–2002) ME 2 (1951–1990)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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