Bedard v. Corliss
Bedard v. Corliss
Opinion of the Court
In this case we are presented with yet another
On April 19, 1983, Ethan B. Corliss and Carol A. Bedard took part in a marriage ceremony in Tijuana, Mexico. The ceremony was conducted by a man holding himself out as an attorney. His secretary acted as a witness. The couple signed papers that were written in Spanish, which they did not understand. A few weeks later, a certificate of marriage written in English was mailed to them at their home in Massachusetts.
After the marriage ceremony, Ethan and Carol
During the twenty-one years of their presumed marriage, Ethan and Carol filed joint tax returns. They maintained joint bank accounts, bought real estate in their joint names, titled their automobile in their joint names, signed insurance documents as husband and wife, and generally merged all their financial and legal affairs. Carol listed Ethan as her husband on her Massachusetts Teachers’ Retirement application.
Ethan and Carol had no children together. Carol, however, had three children, now adults, from a previous marriage: Deborah Bedard, Michelle Niday, and Michael Bedard (collectively, the children). The judge found that Carol did not tell the children of her marriage until ten years after the fact. She also subsequently expressed to them some question about its validity.
On September 19, 2004, Carol died without a will. Among the assets held jointly by Ethan and Carol was a joint account that, by virtue of rights of survivorship, was owned in its entirety by Ethan after Carol’s death. Money in the account had come in part from an inheritance Carol had received from her father.
It was Ethan’s understanding that Carol wanted $120,000 of this money to go to the children upon her death. Although he
After obtaining each of the children’s signed assents to a petition for administration of Carol’s estate on which he listed himself as Carol’s spouse, Ethan was appointed administrator of Carol’s estate by the Probate and Family Court on February 16, 2007. At the time of her death, Carol individually owned a lakeside cottage located in Acton, Maine, where the couple spent their summers. The judge found that Ethan spent substantial time and money improving the cottage during the couple’s twenty-one years together. According to Ethan’s sworn affidavit, he installed a new kitchen with radiant heating; built three new bathrooms; added a large master bedroom suite; enlarged another bedroom as well as the main living room, kitchen, and entry; and revised the roof-line to enlarge a sleeping loft. He also installed skylights, replaced all existing windows and added many new ones, replaced the existing plumbing and installed a new hot water system, brought the electrical system up to code, put on a new roof, and extended the second floor of an outbuilding and connected it to water, septic, and electrical service. He did tile work, painted, and made all necessary repairs. He rebuilt the dock, arranged for landscaping, installed a cobblestone drive, and more. All of his work was approved by town inspectors.
The children retained experts to investigate the validity of the marriage between Ethan and Carol. There is no record of a marriage between Ethan and Carol in the civil registry of the relevant Mexican States, or of the municipality of San Pablo Del Monte. Nor is there any record of a person bearing the name of the signatory on the marriage certificate, Sergio Brambila, ever having been an attorney in Mexico. The parties stipulated below that the marriage ceremony between Ethan and Carol was not in compliance with the statutory marriage laws of either of the relevant Mexican States.
On October 14, 2009, the children filed a petition to revoke the decree allowing Ethan’s petition for administration of Carol’s estate (administration case). Subsequently, Ethan filed a complaint in equity against the children (equity case).
The judge concluded that Ethan believed the marriage to be valid at the time of the Mexican ceremony, and believed it to be valid throughout the entirety of the purported twenty-one-year marriage between Carol and him. The judge concluded, in reliance on Wilcox v. Trautz, 427 Mass. 326, 330 (1998), that despite Ethan’s belief, and despite the fact that Ethan and Carol held themselves out as married for over twenty-one years, Massachusetts does not recognize common-law marriages. The judge determined that Massachusetts does recognize as valid a marriage contracted in a foreign country in conformity with the laws of that country. See, e.g., Gorrasi v. Manzella, 287 Mass. 165, 169 (1934). But in light of the stipulation that Ethan’s and
As a consequence, in the administration case, the judge entered judgment revolving the decree appointing Ethan the administrator of Carol’s estate. The judge concluded that since Ethan was not married to Carol at the time of her death he could not be appointed administrator of the estate. See G. L. c. 193, §§ 1 & 2;
In the equity case, the judge concluded that Ethan had distributed the approximately $120,000 owned by him to the children on the basis of two mistakes of fact. “The Court finds that Ethan made a mistake of fact when he believed that Carol’s children considered Ethan to be Carol’s husband, and Ethan made another mistake of fact when he believed that the children would follow through with their mother’s wishes.” The judge found that the two mistakes of fact made by Ethan resulted in unjust enrichment. Consequently, in a separate judgment on the complaint in equity, the judge ordered the children to return to Ethan the amount of $120,036 “as these funds were the sole property of [Ethan] as surviving joint owner.” It is from this judgment in the equity case that the children have appealed.
Discussion. Ethan argues that the children are estopped from challenging the validity of the marriage in this case. In Suneson v. Suneson, 24 Mass. App. Ct. 940,940-941 (1987), we concluded that a husband would be estopped from denying the validity of his marriage even though it turned out that the marriage was invalid because the putative wife’s Mexican divorce from her previous husband was fraudulent and invalid. In that case, the first husband told the woman he was going to obtain a Mexican divorce. Id. at 940. She “consented and signed several forms, including a form submitting to the jurisdiction of the Mexican court and assenting to the entry of a divorce decree. Shortly
The same principles are applicable here. Ethan and Carol held themselves out as married for over twenty-one years, notwithstanding Carol’s failure to tell the children about the marriage for ten years, and the fact that she expressed, at least to the children, questions about its validity. Carol also obtained the benefits of marriage during that time.
As this case makes clear, the intestacy statute is designed in part to protect the spouse of a person who has not written a will.
The judgment in the administration case, no. 11 -P-2118, is reversed; the judgment in the equity case, no. 11-P-2173, is vacated, and the case is remanded for further proceedings consistent with this opinion.
So ordered.
This case involves two appeals. Because the appeals are related, we consider them together.
We refer to the parties by their first names to avoid confusion.
The children argue that Ethan’s affidavit is not properly before us and that we may not rely on it. Ultimately, we rely only on the judge’s findings of fact. We recite some of the contents of the affidavit only to provide Ethan’s description of the improvements he made to the cottage.
These sections were repealed effective March 31, 2012, see St. 2008, c. 521, § 13, amended by St. 2010, c. 409, § 23, and St. 2011, c. 224; the repeal has no effect on the outcome of this appeal.
See G. L. c. 190, § 1, for the version in effect during the relevant time period of this case. That statute was repealed effective March 31, 2012, see St. 2008, c. 521, § 13, amended by St. 2010, c. 409, § 23, and St. 2011, c. 224, and replaced by G. L. c. 190B, § 2-102, inserted by St. 2008, c. 521, § 9.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.