Bedinger v. Graybill's & Trustee

302 S.W.2d 594
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMarch 29, 1957
StatusPublished
Cited by35 cases

This text of 302 S.W.2d 594 (Bedinger v. Graybill's & Trustee) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bedinger v. Graybill's & Trustee, 302 S.W.2d 594 (Ky. 1957).

Opinions

STANLEY, Commissioner.

The case presents what may be said to be, as a popular expression of today, “A $64,000 question.” Is it lawful for a man to adopt his wife as his child and heir at law? The amount involved is approximately $64,000.

By her will, executed in August, 1914, Mrs. Luella Graybill set up a trust for her son, Robert E. Graybill, for his life. The trustee was authorized to pay him one-half the corpus. The third paragraph of the will reads:

“After the death of my said son, I direct that the trust estate in the hands of the Trustee be paid over and distributed by the Trustee to the heirs at law of my said son, Robert E. Graybill, according to the Law of Descent and Distribution in force in Kentucky at the time of his death.”

A holographic codicil dated December 12, 1922, provided, “If my son, Robert,'dies without heirs, the estate is to be divided between Foreign Missions & Ky. Mountain School.”

The son and the appellee, Louise W. Graybill, were married on December 25, 1922. Pie was then 39 and she was 26 years old. The testatrix died on April 9, 1923. On March 18, 1941, when he was 58 and she was 45 years old, by a proceeding, in the Fayette County Court, Robert E. Graybill adopted his wife. The judgment recited she was adopted “as his legal heir at law and child and after this date she shall be deemed to all legal intents and purposes the legal heir at law of said Robert E. Graybill.”

Robert E. Graybill died October 28, 1955, without a child having been bom to him. This suit is to have the court declare whether Mrs. Graybill, as his adopted heir, or his cousins, as his natural heirs, or “Foreign Missions & Ky. Mountain School” are entitled to the remaining corpus of the trust. The court, in a learned opinion, concluded that the adoption of the wife was lawful and adjudged her entitled to the trust estate. The appeal by the decedent’s cousins challenges the judgment.

The judgment of adoption of the County Court being that of a court of competent jurisdiction is, of course, final and cannot be set aside or vacated by a collateral attack unless it be shown to be void ab initio.

Under the Kentucky Law an adopted child is regarded as and included within the designation of an heir or an heir at law and may inherit or receive property through, as well as from, the adopter unless a contrary intention is apparent from the language of the will devising the property. KRS 199.530; Major v. Kammer, Ky., 258 S.W.2d 506. There is no contrary intention apparent in Mrs. Luella Graybill’s will. The provision is clear and explicit that the estate shall go to her son’s “heirs at law * * * according to the law of Descent and Distribution in force in Kentucky at the time of his death.”

Doubtless the testatrix had in mind her son’s family or his lineal descendants. [597]*597This is underlined by the codicil, which was executed thirteen days before her son married. The trial court ruled the provision of the codicil was too indefinite to be valid, as the collateral kindred contended in order to he able to challenge the adoption. We need not pass on that issue. The point is that the testatrix in this negative manner at least expressed her will that the estate should not go to her son’s collateral kin in default of “heirs.” She did not say that the estate should go to “my heirs,” or to “his children,” or to “his issue.” Although “heir” and “heir at law” are used indiscriminately as synonyms, the word “heir” alone denotes that the ancestor has already died, while the suffix “at law” adds an expectant feature of one’s anticipated statutory position or refers to one who is considered as still living.

The testatrix adopted the law of devolution and succession to intestate property. For final distribution she designated whoever might be entitled to her son’s estate under the statutes in effect at the time of his death. The statutes gave the net personal estate of a decedent to a child or children and widow proportionately. KRS 391.030, 392.020. The statute, KRS 199.530, provides that an adopted person “shall be considered, for purposes of inheritance and succession and for all other legal considerations, the natural, legitimate child of the parents adopting it.”

In response to the argument that the mother did not place it within the son’s power to direct the course of the estate out of the blood stream by adopting an heir, it may be said that had he wished, he might have refrained from marriage and permitted the estate to go to the charities as directed in the codicil.

So much as to the construction of the will. We now come to the question of the validity of the adoption by the son of his wife in order that she might acquire the trust estate as his heir at law by virtue of the adoption.

Adoption, in the sense of voluntarily taking a child of other parents as' one’s own child, is of ancient origin. The history and development of adoption reflect its use as the means of establishing not only the social relationship of parent and child but as well its use for the exclusive purpose of making the adoptee eligible to inherit property the same as one born to a party in lawful wedlock. Adoption was practiced by ancient Egyptians and Hebrews. When Joseph went up out of Egypt to the land of Goshen to visit his sick father, Jacob, he took with him his two sons, born of an Egyptian mother, and presented them to his father. Jacob adopted them, and Manasseh and Ephraim took their stations and heritage as Jacob’s heirs in the place of Joseph, and their descendants became two of the twelve tribes of Israel. Genesis, 41:50, 52; 48:5, 14-20. Years afterward Moses, the Hebrew child, was adopted by the Egyptian Pharaoh’s daughter as her own son. Exodus 2:10. Adoption was a familiar Roman custom; and the modern law came to us from the civil law, for the practice was unknown in the English common law. Power v. Hafley, 85 Ky. 671, 4 S.W. 683. Hence, adoption has always been and is now strictly a statutory creation.

The validity of the adoption in this case is, of course, to be determined by the statute in effect at the time the judgment of adoption was rendered on March 18, 1941. The statute, an Act of 1940, Chapter 94 reads:

“(1) Any adult person who is a resident of Kentucky may petition the county court of the county of his legal domicile for leave to adopt a child or another adult * * *
“(2) Any person may be adopted after arriving at the age of twenty-one years as well as children before reaching that age.”

The current statute, KRS 405.390, an Act of 1950, Chapter 120, is in substantially the same language.

[598]*598It is important to note that the statute is unrestricted and unqualified. It authorizes any adult person to adopt any person of any age. It, therefore, authorizes any adult person to make for himself an heir, irrespective of age. It is the apparent absurdity of the adoption by a man of his wife that is startling.

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Bluebook (online)
302 S.W.2d 594, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bedinger-v-graybills-trustee-kyctapphigh-1957.