ROCKLAND TRUST CO. v. ATTORNEY GENERAL

SJC-11257.

463 Mass. 1004 (2012)

ROCKLAND TRUST COMPANY, trustee, v. ATTORNEY GENERAL & others.

Supreme Judicial Court of Massachusetts.

October 11, 2012.


Attorney(s) appearing for the Case

Kevin M. Burke & David E. Cunningham for the plaintiff.


RESCRIPT

The trustee of a trust established by Carol Vollmer (settlor) commenced this action in the Probate and Family Court, seeking reformation of the trust to comply with certain provisions of the Internal Revenue Code. A judge in that court reported the case to the Appeals Court, and we granted the trustee's application for direct appellate review. We conclude that the trust should be reformed as requested.

The facts are not in dispute. The settlor established...

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