Bradford v. Johnson

75 S.E.2d 632, 237 N.C. 572, 1953 N.C. LEXIS 690
CourtSupreme Court of North Carolina
DecidedApril 29, 1953
Docket451
StatusPublished
Cited by23 cases

This text of 75 S.E.2d 632 (Bradford v. Johnson) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bradford v. Johnson, 75 S.E.2d 632, 237 N.C. 572, 1953 N.C. LEXIS 690 (N.C. 1953).

Opinion

DeNny, J.

Tbe plaintiff seeks tbe advice and instruction of tbe Court as to tbe rights and interests of all persons, born and unborn, in tbe residuary trusts created by tbe will of John M. W. Hicks, particularly as to tbe rights therein of any child heretofore or hereafter adopted by any of tbe nieces or nephews of tbe testator, or of any child heretofore or hereafter adopted by any child of any of the nieces or nephews of the testator. This advice and instruction is sought not only for the guidance of the trustee in distributing the corpus of the trust which was terminated by the death of John Hicks Johnson, but in order that the trustee may be able to distribute the corpus of the eleven remaining trusts as they terminate, without the necessity for further litigation with respect to questions raised in this action. Therefore, we think the appeal properly presents for determination these questions:

(1) Is Marion F. "Wyatt, Jr., the child of Marion F. Wyatt (a nephew of the testator), within the meaning of the word “children” as used in Item Seven of the testator’s will and, therefore, a member of the class designated to take per capita in the distribution of the corpus of the trust which terminated upon the death of John Hicks Johnson?

(2) Was it the intent of the testator to include any child or children who might be adopted by any of his nieces or nephews, after his-death, within the class designated as the surviving children of his nieces and nephews, and thus enable such adopted child or children to take per capita in the distribution of the corpus of the respective trusts terminating after the adoption of such child or children?

(3) Does the word “issue” as used in Item Seven of the will include Mary Rennie Newbold and her issue and any other child who may hereafter be adopted for life by any child of any of the testator’s nieces or nephews and its issue?

The statute under which Marion F. Wyatt, Jr., was adopted provided that the order of adoption should have “the effect forthwith to establish the relation of parent and child between the petitioner and the child during minority or for the life of such child, according to the prayer of the petition, with all the duties, powers and rights belonging to the relationship of parent and child, and in case the adoption be for the life of the child, and the petitioner die intestate, such order shall have the further effect to enable such child to inherit the real estate and entitle it to *578 the personal estate of the petitioner in the same manner and to the same extent such child would have been entitled to if such child had been the actual child of the person adopting him.” G.S. 185.

The status of an adopted child with respect to the inheritance of real property and the distribution of personal property has been changed substantially by Chapter 832 of the Session Laws of 1947 (G.S. 29-1, Eule 14), Chapter 879 of the Session Laws of 1947 (G.S. 28-149 (10)), and Chapter 300 of the Session Laws of 1949 (G.S. 48-23). The pertinent portion of the 1949 Act, codified as G.S. 48-23, reads as follows: “The final order forthwith shall establish the relationship of parent and child between the petitioners and the child, and, from the date of the signing of the final order of adoption, the child shall be entitled to inherit real and personal property from the adoptive parents in accordance with the statutes of descent and distribution.” And our present statute of distribution, G.S. 28-149 (10), provides that, “An adopted child shall be entitled by succession, inheritance, or distribution of personal property ... by, through, and from its adoptive parents the same as if it were the natural, legitimate child of the adoptive parents.” Likewise, our statute of descents, G.S. 29-1, Eule 14, provides, “An adopted child shall be entitled by succession or inheritance to any real property by, through, and from its adoptive parents the same as if it were the natural, legitimate child of the adoptive parents.”

However, the above statutes have no bearing on the questions presented on this appeal except in so far as they establish and define the parent and child relationship between the adoptive parents and the adopted child. Whether an adopted child is entitled to take under a will is usually dependent upon whether such child comes within a particular class designated by the testator as “children,” “issue,” “descendants,” or “heirs of the body,” etc., of a designated person or persons. And whether an adopted child comes within such class must be determined by ascertaining the intent of the testator. 57 Am. Jur., Wills, section 1174, page 768.

The intent of a testator is ordinarily to be ascertained from an examination of his will from its four corners. Even so, it is permissible, when necessary in order to ascertain such intent, for the Court to consider the will in light of the testator’s knowledge of certain facts and circumstances existing at the time of or after the execution of the will. Trust Co. v. Waddell, ante, 342, 75 S.E. 2d 151; In re Will of Johnson, 233 N.C. 570, 65 S.E. 2d 12; Trust Co. v. Bd. of National Missions, 226 N.C. 546, 39 S.E. 2d 621; Cannon v. Cannon, 225 N.C. 611, 36 S.E. 2d 17; Heyer v. Bulluck, 210 N.C. 321, 186 S.E. 356.

It seems to be the general rule that where no language showing a contrary intent appears in a will, a child adopted either before or after the execution of the will, but prior to the death of the testator, where the *579 testator knew of tbe adoption in ample time to have changed bis will so as to exclude such child, if he so desired, such adopted child will be included in the word “children” when used to designate a class which is to take under the will. Smyth v. McKissick, 222 N.C. 644, 24 S.E. 2d 621; Munie v. Gruenewald, 289 Ill. 468, 124 N.E. 605; Beck v. Dickinson, 99 Ind. App. 463, 192 N.E. 899; Mooney v. Tolles, 111 Conn. 1, 149 A. 515, 70 A.L.R. 608; Isaacs v. Manning, 312 Ky. 326, 227 S.W. 2d 418; In re Upjohns Will, 304 N.Y. 366, 107 N.E. 2d 492. Cf. Phillips v. Phillips, 227 N.C. 438, 42 S.E. 2d 604, and Wilson v. Anderson, 232 N.C. 212, 59 S.E. 2d 836; S. c., 232 N.C. 521, 61 S.E. 2d 447, in which the rights of adopted children were determined by the construction of statutes, not testamentary provisions.

In the case of Smyth v. McKissick, supra, Ellison A. Smyth created an irrevocable trust agreement in 1932 for the benefit of certain named beneficiaries. Thereafter, in 1934 he executed a will under the terms of which the remainder of his estate was put in trust for the benefit of the same beneficiaries named in the trust indenture. The final distribution of the corpus of the trust under the will was directed to be made “upon the death of all,” the testator’s children and the death or remarriage of his daughter-in-law, but in no event earlier than 1944. The estate was then to be distributed to the children of his deceased children. Thomas Smyth, one of the children of James Adger Smyth (a son of the testator who died prior to the execution of the will), and a grandson of the testator, Ellison A.

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Bluebook (online)
75 S.E.2d 632, 237 N.C. 572, 1953 N.C. LEXIS 690, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bradford-v-johnson-nc-1953.