De Roin v. Whitetail

1957 OK 129, 312 P.2d 967, 1957 Okla. LEXIS 471
CourtSupreme Court of Oklahoma
DecidedMay 28, 1957
Docket36058
StatusPublished
Cited by3 cases

This text of 1957 OK 129 (De Roin v. Whitetail) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
De Roin v. Whitetail, 1957 OK 129, 312 P.2d 967, 1957 Okla. LEXIS 471 (Okla. 1957).

Opinions

WILLIAMS, Justice.

This is an appeal from a judgment of the district court of Osage County affirming the order of the County Court of Osage County, determining the heirs and distributing the assets in the estate of Mildred DeRoin, deceased.

The facts were all stipulated in the district court. Mildred DeRoin died intestate, unmarried and without issue, leaving as her only surviving relatives, a paternal half-brother, Norman DeRoin, a paternal grandfather, John DeRoin, and a maternal half-uncle, John P. Whitetail. That portion of decedent’s estate involved in this appeal consisted of property devised to decedent by her maternal grandmother and property inherited from her mother, which property the probate court distributed to John P. Whitetail, the maternal half-uncle, to the [969]*969exclusion of both Norman DeRoin, the half-brother, and John DeRoin, the paternal grandfather. On appeal to the district court such decree of distribution was affirmed on the theory that both the half-brother and the paternal grandfather are excluded from inheriting such property by the so-called “half-blood statute”, 84 O.S. 1951, § 222, and that the maternal half-uncle, as the only person related by blood to the ancestors from whom the property came to decedent, was entitled to take such property. No appeal has been perfected by the half-brother, Norman DeRoin, and as to him the decree has become final. The paternal grandfather, John DeRoin, has perfected this appeal and thereby presents the question of whether the property which came to decedent from her mother and maternal grandmother should go to the paternal grandfather, a full-blood relative of the deceased in the second degree, but who is not of the blood of the transmitting ancestors, or the maternal half-uncle, a relative of the deceased in the third degree, but who is of the blood of the transmitting ancestors.

The statute above referred to, 84 O.S. 1951 § 222, reads as follows:

“Kindred of the half-blood inherit equally with those of the whole blood in the same degree, unless the inheritance come to the intestate by descent, devise or gift of some one of his ancestors, in which case all those who are not of the blood of such ancestors must be excluded from such inheritance.”

Both parties to this appeal contend and agree that the effect of the foregoing statute is to exclude the half-brother, Norman DeRoin, from the so-called ancestral property here involved and that the trial court was correct in so holding. They disagree, however, as to the disposition to be made of the property from which the half-brother is excluded. Appellant grandfather contends that the above quoted statute operates to exclude only kindred of the half-blood who are not of the blood of the transmitting ancestor, and that the court erred in holding that appellant was excluded thereby; that appellant, as lineal kindred of the decedent in the second degree, is entitled to inherit as next of kin under 84 O.S.1951 § 213, subdivision 6, in preference to appellee, a collateral kindred of decedent in the 3rd degree. Appellee, on the other hand, seeks to uphold the trial court’s interpretation that the above quoted statute has the effect of excluding all kindred who are not of the blood of the transmitting ancestor and not just all kindred of the half-blood who are not of the blood of the transmitting ancestor.

The above quoted half-blood statute has been considered by this court in Hill v. Hill, 58 Okl. 707, 160 P. 1116; O’Neill v. Lauderdale, 80 Okl. 170, 195 P. 121; McKay v. Roe, 96 Okl. 87, 219 P. 921; Thompson v. Smith, 102 Okl. 150, 227 P. 77; Gray v. Chapman, 122 Okl. 130, 243 P. 522; Cooper v. Spiro State Bank, 137 Okl. 265, 278 P. 648, with a dissenting opinion at 279 P. 903; Zweigel v. Lewis, 139 Okl. 171, 281 P. 787; In re Yahola’s Heirship, 142 Okl. 79, 285 P. 946; Moffett v. Conley, 63 Okl. 3, 163 P. 118; Bates v. Huddleston, 146 Okl. 259, 293 P. 1047; In re Moran’s Estate, 174 Okl. 507, 51 P.2d 277,103 A.L.R. 227; and In re Long’s Estate, 180 Okl. 28, 67 P.2d 41, 44, 110 A.L.R. 1002. In none of such cases was there any contention made that such statute excluded any kindred other than kindred of the half-blood. In the opinion in In re Long’s Estate, supra, however, the court analyzed and reviewed the provisions of such statute and in so doing, said:

“It is important to observe that there is no requirement in the section that the whole blood kindred to decedent must, in order to inherit, be of the blood of decedent’s ancestor; for the devolution to those of the whole blood is governed by section 1617 (the second subdivision in this case), which section does not look to the source of decedent’s title. Zweigel v. Lewis, 139 Okl. 171, 281 P. 787.”

The contention that such statute also excludes whole blood kindred of the'decedent [970]*970who are not of the blood of the transmitting ancestor has, however, been presented to the courts of other states having the same or virtually the same half-blood statute as long ago as 1877 and as recently as Í955. In all of such cases it was uniformly held that such statute could not possibly exclude whole blood kindred of the decedent and that it applied only to kindred of the half-blood. The most recent of such cases is that of Caffee v. Thompson, 262 Ala. 684, 81 So.2d 358, 362, decided June .16, 1955, in which the Supreme Court of .Alabama, in construing Section 5, Title 16, Alabama Code 1940, said:

“Section 5, supra, is part and parcel of the legislative scheme establishing rules of descent and must be construed •with reference to such related statutory provisions. Mostilla v. Ash, 234 Ala. 626, 629, 176 So. 356.
“The section first provides, in effect, that kindred of the half blood inherit equally with those of the whole blood in the same degree. Obviously, this is an enlargement of .the controlling principle, for, under the common law, kindred of the half blood were excluded, and this exclusion applied even though they were of the blood of the ancestor from whom the land came. The next provision, and in the same sentence with the provision placing kindred of .the half blood on an equality with those of the whole blood, is the follow..ing exception or limitation to the general rule of equality: ‘unless the inheritance came to the intestate by descent, devise, or gift from or of some one of "his ancestors; in which case all those who are not of the blood of such ancestor are excluded from the inheritance as against those of the same degree.’ Clearly, this section treats only of. kindred of the half blood, for it is •their rights alone which are therein defined and limited. The first clause -of the section, in clear and distinct language, affirmatively establishes the rule ••in favor of the half blood. What follows is a limitation or exception to that rule. And for us to say that the legislature intended to prescribe a new rule of inheritance in the clause expressly limiting the application of the general rule affirmatively given would, it seems to us, be contrary to the plain grammatical construction of § 5. Unless is used to introduce an exception to the right of the half blood. All that follows is dependent on it and qualified by it; and defines the exception to the rule stated in the first clause. In which case refers to the stated exception with respect to ancestral property. The exclusion is not of ‘all persons’ but ‘all those’, the relative pronoun ‘those’ relating back and clearly signifying those of the half blood.

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Related

In Re Estate of Robbs
1972 OK 158 (Supreme Court of Oklahoma, 1972)
De Roin v. Whitetail
1957 OK 129 (Supreme Court of Oklahoma, 1957)

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Bluebook (online)
1957 OK 129, 312 P.2d 967, 1957 Okla. LEXIS 471, Counsel Stack Legal Research, https://law.counselstack.com/opinion/de-roin-v-whitetail-okla-1957.