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Wills, Trusts & Estates Keyed to Sterk
Sullivan v. Burkin
Citation:
390 Mass. 864, 460 N.E.2d 572 (1984)Facts
In September 1973, Ernest G. Sullivan created a trust, transferring real estate to himself as trustee. He retained income and could request principal payments, with the trust’s assets to be split equally between George F. Cronin, Sr. and Harold J. Cronin upon his death. Sullivan passed away in 1981, leaving a will excluding his wife, Mary A. Sullivan, and directing the residue to the trust. Mary filed a claim for a portion of the estate. The couple had been separated for years, and the trust’s assets included a house sold for $85,000, while Sullivan’s personal property was worth about $15,000.
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6m 20s