In re the Estate of Grabowski
In re the Estate of Grabowski
Opinion of the Court
Scott Rochette, through his mother and next friend, filed a claim against the estate of M. Patricia Grabowski (decedent) after the one-year statute of limitations on such claims had passed. G. L. c. 197, § 9. The petitioner filed his claim pursuant to G. L. c. 197, § 13, arguing that, because he was a minor, the statute of limitations tolled the accrual of his claim against the estate. G. L. c. 260, § 7. A Probate and Family Court judge granted the administratrix’s motion to dismiss the claim. The petitioner appealed and we granted a joint application for direct appellate review. The petitioner also filed a bill in equity in the county court pursuant to G. L. c. 260, § 10, claiming that justice and equity required that his claim be allowed to go forward and that he was not chargeable with culpable neglect. The parties submitted a statement of agreed facts to a single justice, who reserved and reported the bill in equity to the full court. Because we conclude that the petitioner’s claim should be allowed to proceed pursuant to G. L. c. 197, § 10, we remand the matter to the single justice, who is directed to issue an order granting the petition in part and remanding the case to the Probate and Family Court for a determination of the amount owed to the petitioner.
Facts and procedural background. The petitioner was bom in Worcester in 1996, and resided at property owned by the decedent
On June 30, 2002, the decedent died. Her will left her entire
When he filed his claim in the Probate Court, the petitioner submitted evidence of his injuries and losses, including two evaluations. In the first evaluation, the petitioner was determined to suffer “significant delays in language processing, verbal memory, difficulty in attention and output due to lead poisoning sustained in his home, which will require many interventions in the classroom and home, and which will affect him vocationally and economically.”
The petitioner’s attorney presented a letter of demand to the decedent’s attorney on December 19, 2002, concerning the petitioner’s damages from lead poisoning. Through counsel, the decedent’s attorney, who would eventually be appointed the estate’s administratrix, responded to the petitioner by a letter dated February 18, 2003.
The decedent’s attorney was appointed administratrix on May 23, 2003, approximately five weeks before the expiration of the one-year statute of limitations on claims against the estate.
On November 21, 2003, the petitioner filed a claim against the decedent’s estate under G. L. c. 197, § 13,
Discussion. We decide this case pursuant to G. L. c. 197, § 10. Because § 10 is the proper remedy for the circumstances of this case, we need not address whether the judge erred in
General Laws c. 197, § 9, contains a short statute of limitations to facilitate the prompt settlement of estates. Downey v. Union Trust Co., 312 Mass. 405, 408 (1942). However, G. L. c. 197, § 10, is a remedy available to a creditor who fails to bring a claim against an estate within the time prescribed but who nevertheless shows both that justice and equity require recognition of a meritorious claim and that failure to bring the claim was not due to carelessness or lack of diligence. Id. at 408-409. See Hastoupis v. Gargas, 9 Mass. App. Ct. 27, 32 (1980) (G. L. c. 197, § 10, not confined to cases of fraud, accident, or mistake); Mullins v. Garthwait, 875 F. Supp. 14, 19-20 (D. Mass. 1994). Accordingly, we must determine whether justice and equity require this court to allow the petitioner’s claim to go forward and whether the petitioner is chargeable with culpable neglect.
Justice and equity. The decedent’s property, where the petitioner lived from birth,
In addition, the estate has not shown prejudice. The adminis-tratrix’s only argument, which is addressed below, is that the petitioner had notice of the decedent’s death and that carelessness or lack of diligence was the reason the petitioner did not file a claim against the estate within the one-year statute of limitations. However, the petitioner’s attorney made a demand on the decedent’s attorney by letter dated December 19, 2002, thus putting the estate on notice of the claim at least by that date. See Mullins v. Garthwait, 875 F. Supp. 14, 21 n.10 (D. Mass. 1994) (estate not harmed where executor knew claim would be brought). The parties also agree that, in a letter sent in February, 2003, the administratrix’s attorney told the petitioner’s attorney that the administratrix had not yet been appointed, but when she was, she would be willing to undertake negotiations. As discussed, however, the record shows that the administratrix did not file her petition for administration until April, 2003. Furthermore, there is no insurance to cover the petitioner’s injuries. Given these facts, we conclude that the petitioner has a meritorious claim that justice and equity require us to recognize. Downey v. Union Trust Co., supra at 409. We now turn to whether the petitioner is chargeable with culpable neglect.
Culpable neglect. The administratrix argues that the carelessness or lack of diligence by the petitioner’s attorney creates culpable neglect on the part of the petitioner. However, we
The circumstances in this case are even more compelling than in the Hastoupis case. Here, the petitioner is a minor who has suffered lead poisoning, a condition covered by a statute with strict liability. At this time, he is dependent on his mother to take appropriate action on his behalf. There is no insurance available to cover his injuries. In addition, there is no evidence that the petitioner’s mother, who filed the claim on the petitioner’s behalf, did not act in good faith, and the administra-trix has not argued otherwise. The petitioner’s mother is a woman of limited education, having dropped out of school while repeating the ninth grade. She apparently sought the advice of counsel, whom the parties agree has been practicing law in Massachusetts since 1975. The attorney sent the December, 2002, demand letter to the administratrix. Moreover, the estate was thus on notice concerning this claim, misinformed the petitioner’s attorney concerning the status of the administra-trix’s application for appointment, and lulled the petitioner’s counsel into the belief that the administratrix, once appointed, would be willing to settle the claim.
In the Hastoupis case, the attorney missed the statute of limitations, yet the court did not hold the client chargeable with culpable neglect because “many a well intentioned lawyer has felt the pricks of the statute’s brambles.” Hastoupis v. Gargas,
In these circumstances, it would be unjust to charge the petitioner with culpable neglect for the mother’s attorney’s failure to file a claim against the estate within one year. G. L. c. 197, § 9.
Damages. General Laws c. 197, § 10, gives this court the authority to award a judgment in the amount of a creditor’s claim from the assets not yet distributed from the estate at the time the bill in equity was filed. On this record, we do not know what assets, if any, have been distributed.
Conclusion. For the reasons stated, we conclude that justice and equity require that the petitioner’s claim go forward. Accordingly, the petition under G. L. c. 197, § 10, is granted in part, and the case is remanded to the county court where an order will issue remanding the matter to the Probate and Family Court for a determination of the amount owed to the petitioner and further proceedings consistent with this opinion.
So ordered.
The decedent owned the property with her husband until his death on December 9, 2001. He left his entire estate to the decedent. Although the petitioner also filed a claim against the husband’s estate, we shall refer only to the claim against the decedent’s estate.
The record is not clear whether the petitioner still resides there.
It appears from the record that the petitioner’s blood test results, dated February 24, 1997, through October 11, 2001, were sent to the Department of Public Health’s childhood lead poisoning prevention program.
The decedent’s attorney had been serving as guardian to both the decedent and her husband before their deaths.
General Laws c. 197, § 13, allows a creditor whose right of action has not accrued within “one year after the date of death of the deceased” to present his claim to the Probate Court any time before the estate is settled.
The petitioner’s tort claim qualifies him as a creditor of the estate. See Pelletier v. Chouinard, 27 Mass. App. Ct. 92, 93 n.1 (1989), quoting New England Trust Co. v. Spaulding, 310 Mass. 424, 429-430 (1941).
General Laws c. 260, § 7, tolls the accrual of an action by a minor or an individual incapacitated by mental illness until the disability is removed.
General Laws c. 197, § 10, states in relevant part:
“If the supreme judicial court, upon a bill in equity filed by a creditor whose claim has not been prosecuted within the time limited by section nine, deems that justice and equity require it and that such creditor is not chargeable with culpable neglect ... it may give him judgment for the amount of his claim against the estate . . . but such judgment shall not affect any payment or distribution made before the filing of such bill and notice.”
The mother was pregnant with the petitioner when she moved into the premises.
Although the administratrix stated that the motion to dismiss was based
In his brief, the petitioner claims that the assets have not been distributed and that the parties agreed to freeze them. In his brief and at oral argument, counsel for the administratrix stated that the estate’s only asset is real estate and that, by operation of law, the assets of the estate have been distributed. In one submission to the Probate Court, the petitioner’s attorney stated that, on information and belief, the estate consisted of two parcels of real estate. For the purposes of this opinion, we assume that the assets have not been “distributed.” The record is scant, showing only that on October 15, 2004, the administratrix filed her first account, indicating that the estate had a balance of $282,802.12, which may include the real estate. See G. L. c. 206, §§ 1, 2. See also Buffinton v. Mason, 327 Mass. 195, 201 (1951) (balance of residue descends to heirs subject to the payment of debts, taxes, and administration expenses); Dudley v. Dudley, 300 Mass. 270, 272 (1938), citing G. L. (Ter. Ed.) c. 202, §§ 1-20.
Reference
- Full Case Name
- In the Matter of the Estate of M. Patricia Grabowski (and a companion case)
- Cited By
- 3 cases
- Status
- Published