Estate of Heard

319 P.2d 637, 49 Cal. 2d 514
CourtCalifornia Supreme Court
DecidedDecember 31, 1957
DocketL. A. No. 24185
StatusPublished
Cited by56 cases

This text of 319 P.2d 637 (Estate of Heard) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Heard, 319 P.2d 637, 49 Cal. 2d 514 (Cal. 1957).

Opinion

49 Cal.2d 514 (1957)

Estate of EMMA C. HEARD, Deceased. BANK OF AMERICA NATIONAL TRUST AND SAVINGS ASSOCIATION (a National Banking Association), as Trustee, etc., Petitioner
v.
MOST WORSHIPFUL GRAND LODGE OF FREE AND ACCEPTED MASONS (an Unincorporated Association) et al., Appellants; SHIRLEY T. HEARD, as Guardian, etc., Respondent.

L. A. No. 24185.

Supreme Court of California. In Bank.

Dec. 31, 1957.

Henry C. Clausen, Henry C. Clausen, Jr., Thomas J. Cunningham, John E. Landon and William R. Hulsey for Appellants.

Conron, Heard & James and Calvin H. Conron, Jr., for Respondent. *516

CARTER J.

Emma Heard, testatrix, a widow, died on November 23, 1939, leaving a will dated September 28, 1935. At the time of her death her blood relatives were a brother and a son, John, who was 42 years old, married to a woman 36 years old, but with no children. (He had been married before and divorced.) She left a small bequest to her brother and others including John, but the major portion of her estate she left to the Bank of America, National Trust and Savings Association (also named executor), in trust to pay from the income: $200 per month for life to John; $50 per month to Mrs. Cummings (testatrix' cousin) for life; $25 to one Rice for life; $50 to a servant, Eulalia, for life; $25 a month for the care of a dog; the remainder of the income was to be paid monthly to John "or if he be deceased, then to his lawful issue, if any, distributed per stirpes and not per capita" but if John should "leave no lawful issue at the time of his death" then the income shall be paid to May Cummings until her death and then to her "living issue." [fn. 1] If the income is not sufficient to pay all the payments above mentioned, the income should first be paid to John "or in case of his death to his lawful issue." If the income payable to John is not sufficient to provide for his needs, the trustee may make additional payments from the corpus and the same is true as to the "lawful issue" of John if he should die before the termination of the trust.

The trust shall terminate on the death of the "last survivor of all," the persons, that is Rice, May Cumming's issue and including the "lawful issue" of John who may be living when the testatrix dies and the cessation of Eulalia's employment during testatrix' life. Upon the termination of the trust, the corpus is to be "forthwith and outright paid over and delivered to the heirs of the lawful issue" of John but if "at" the termination of the trust "there should not then be living any lawful issue of" John, then the residue shall be paid over to appellants herein. There are spend-thrift provisions, a contest clause, and a specification of the trustee's powers and compensation.

The trustee petitioned for instructions under section 1120 of the Probate Code [fn. 2] on how the property should be distributed *517 and it appears from the findings that John died on March 14, 1955; May Cummings died but her issue are still alive; Eulalia was not employed by testatrix at the latter's death; Rice is still alive; the dog is dead; hence the trust is not yet terminated; and on October 19, 1950, John and his wife adopted in this state John III, respondent herein, who was at that time about 7 years old, and his adoptive mother appears herein as his guardian; that the testatrix, by reference to "lawful issue" of John intended to include adopted children including respondent; that respondent is entitled to the first $200 income; that the trust is not terminated, accordingly an order was entered instructing the trustee to pay from the income $200 per month to respondent, then $25 monthly to Rice and the balance to respondent. Appellants [fn. 3] appeal from that order. While it is clear the trust has not yet been terminated because Rice is still alive and the appellants, children of May Cummings, are still alive, who claim the income that was to go to John if he died without lawful issue; and the other appellants appeal because they feel the determination that respondent, John's adopted son, was John's lawful issue, thus excluding May Cummings' two children from the income, might be res judicata on that question when the trust is terminated.

This estate has been on appeal before in Estate of Heard, 25 Cal.2d 322 [153 P.2d 553], which held the trust provisions valid and that the lawful issue of John would take on termination of the trust, and found invalid one paragraph of the will, not here important. (See also Estate of Heard, 107 Cal.App.2d 225 [236 P.2d 810, 27 A.L.R.2d 1313].) Accounts have been heretofore filed by the trustee and the estate was distributed to the trustee on the trusts as stated in the will. The sole issue presented is whether "lawful issue" of John included a child he adopted after the will was made and the testatrix was dead. *518

In ascertaining whether John III was lawful issue in the will it was stipulated that the will was drawn by a lawyer; that appellants La Berge and Norris Cummings are the issue of May and the second cousins of the testatrix. John was married in 1933 before the will was made and testatrix died; he was in ill health. The adoption of John III took place later.

[1] The term "children" in a will may include adopted children although adopted after the testator's death. (Estate of Stanford, ante, p. 120 [315 P.2d 681]; Meek v. Ames, 177 Kan. 565 [280 P.2d 957].) The same has been applied to "heirs" (see Major v. Kammer, ___ Ky. ___ [258 S.W.2d 506]); to "descendants, heirs or survivors" (Hayes v. St. Louis Union Trust Co., ___ Mo. ___ [280 S.W.2d 649]; St. Louis Union Trust Co. v. Greenough, ___ Mo. ___ [282 S.W.2d 474]); to "lawful issue" (see Riddle v. Peters Trust Co., 147 Neb. 578 [24 N.W.2d 434]; see also 70 A.L.R. 621; 144 id 670). It is said in In re Upjohn's Will, 304 N.Y. 366 [107 N.E.2d 492, 494]: "Embodied in our adoption statute is the fundamental social concept that the relationship of parent and child, with all the personal and property rights incident to it may be established, independently of blood ties, by operation of law ... 'In the eye of the law, therefore, adopted children are lineal descendants of their foster parent. They are in the line of descent from him through the command of the statute, the same as if that line had been established by nature.' Matter of Cook's Estate, 187 N.Y. 253, 261 [79 N.E. 991, 994]. In harmony with the legislative policy thus expressed, the adoption statute has been most liberally and beneficently applied. ..."

[2] "Wills, too, must be read and construed in harmony with the legislative policy of placing adopted children on a level with natural born offspring. See Gilliam v. Guaranty Trust Co., 186 N.Y. 127, 138 [78 N.E. 697, 700]; Matter of Ellis' Estate, 178 Misc. 491, 492 [34 N.Y.S.2d 884, 885]." It has been held with reference to the anti-lapse statute (see Prob. Code, 92) that an adopted child is a "lineal descendant" of his adoptive parents. (Estate of Esposito, 57 Cal.App.2d 859 [135 P.2d 167

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319 P.2d 637, 49 Cal. 2d 514, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-heard-cal-1957.