Gilliam v. . Guaranty Trust Co.

78 N.E. 697, 186 N.Y. 127, 24 Bedell 127, 1906 N.Y. LEXIS 1095
New York Court of Appeals·Decided October 2, 1906·Published·Cited by 87 cases

Opinion

*131 Hiscook, J.

This action was brought by plaintiff for the purpose of having it adjudged that she, an adopted daughter, was the heir at law of one Frances J. Thomas, and as such entitled to take certain real estate under a deed which conveyed said real estate to the use of Mrs. Thomas during life and after her decease to her heirs at law. The appellants are brothers of Mrs. Thomas, and by their demurrer to the complaint, which fully sets out the facts, challenge the right of plaintiff to take as an heir at law under the circumstances of this case.

I am led to the conclusion that plaintiff’s claim is well founded, and that the judgment appealed from should be affirmed.

In 1853 Eliza Hunt conveyed land to one Findlay as trustee of Frances J. Dyett (afterwards Thomas) “ in trust for the use and benefit of said Frances J. Dyett during her natural life and after her decease to her heirs at law, except that the said party of the first part does hereby expressly authorize and empower the said party of the second part as such trustee as aforesaid * * * ter sell and convey said lands and premises * * * and the money or proceeds of said sale to be invested as soon as conveniently may be in other real estate in the name of the party of the second part but for the use of said Frances during her life and after her decease to her heirs at law, and if the sale of said lands should be made, the money or proceeds of said sale shall until re-invested again be considered as land and held in trust for the benefit of said Frances during her life and after her decease to her heirs at law.” The defendant trust company has been appointed trustee in the place of said Findlay.

In December, 1883, said Frances J. Dyett, who had been intermarried with Francis H. Thomas, and her said husband, pursuant to the provisions of chapter 830 of the Laws of 1873, entitled “ An act to legalize the adoption of minor children by adult persons,” duly adopted plaintiff, who then was an infant, as and for their own lawful child, and thereafter said persons so adopting and the plaintiff herein sustained towards *132 each-other the mutually acknowledged relation of parent and child.

The husband died in the year 1888, and Mrs. Thomas died February' 24, 1905, leaving her surviving no issue or descendants thereof.

At the time the deed was executed, and at the time Mrs. Thomas died, except for plaintiff, appellants, her brothers, were her sole heirs at law and next of kin, upon the assumption that their father was dead.

There appears to have been at the date of the death of Mrs. Thomas some accumulation of personal property as the result of the trust in her favor, and no question is made by the appellants that such personal property should pass to the plaintiff. The only question arises with reference to the inheritance of the real estate.

The appellants’ demurrer, which in effect denies plaintiff’s right to take said real estate under the provisions of the deed, rests upon two distinct propositions.

In the first place, they urge that they, being the only heirs at law of Mrs. Thomas when the deed was executed, took a vested right to the remainder in the real estate upon hpr death, which could not be defeated by the subsequent adoption of the plaintiff. And, secondly, they insist that whether this first proposition be maintained or not, the plaintiff, under the statutes defining the rights of inheritance of adopted children, was not an heir at law who could take the real estate. I shall .consider these propositions in the order stated.

The first one may be somewhat briefly disposed of,, I do not regard it essential to consider in detail the arguments which have been addressed to ns for the purpose of determining whether the rights of appellants under the clause of final disposition in the deed at the time of its execution were in the nature of a contingent remainder or of a vested remainder, which would be divested by death before the death of the life beneficiary or which would open to admit other heirs arising before that event. Whatever disagreement there might be about the technical definition to be given to appellants’ posi *133 tion as the only heirs of law of Mrs. Dyett when the deed was executed, I regard the law as well settled which, so far as concerns the practical question in this case, governs the construction of the clause of remainder and fixes the time as of which the heirs at law under it are to he ascertained. The general rule applicable to the facts here presented is well established that when property at a future date is to pass to a certain class of persons it will be distributed amongst the persons who compose such class at the date of distribution. (Paget v. Melcher, 26 App. Div. 12, 18; affd., 156 N. Y. 399 ; Matter of Baer, 147 N. Y. 348 ; Bisson v. W. S. R. R. Co., 143 N. Y. 125 ; McGillis v. McGillis, 11 App. Div. 359.)

Therefore, whatever may have been the legal situation of the appellants at the time when the conveyance was made, as defined in terms of legal phraseology, if before the death of Mrs. Thomas other persons rather than they had become the heirs at laxv, such latter persons arc to be regarded as answering the requirements and taking the benefits of the grant.

It is conceded, as I understand it, by the learned counsel for the appellants that if the life beneficiary had left her surviving a natural child such child would have been her heir at law to the exclusion of the appellants and would have takex the real estate, but it is insisted that Mrs. Thomas could m v by the artificial process of adoption create an heir who woi.id div ert the course of title of the real estate from the persons who were the natural heirs at law. And we are thus brought to the consideration of the second question above outlined, whether plaintiff was an heir at law for the purpose of taking the real estate in question. This involves an examination of the statutes relating to the rights of adopted children.

The act of 1873 under which plaintiff was adopted excluded her from any right of inheritance. After other enactments upon the subject which are immaterial hero, chapter 272 of the Laws of 1896 (Domestic Relations Law) was adopted which at the date of death of Mrs. Thomas provided (section 60): “ Nothing in this article in regard to an adopted child inheriting from the foster parent, applies to any will, devise *134 or trust made or created before June 25, 1873, or alters, changes or interferes with such will, devise or trust, and as to any such will, devise or trust, a child adopted before that date is not an heir so as to alter estates or trusts, or devises in wills so made or created.”

Section 64 of said act and article, as amended by chapter 408, Laws of 1897, provided that the adopted child should take the name of the foster parent, and that

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Gilliam v. . Guaranty Trust Co., 78 N.E. 697, 186 N.Y. 127, 24 Bedell 127, 1906 N.Y. LEXIS 1095 (N.Y. 1906).

78 N.E. 697 (Gilliam v. . Guaranty Trust Co.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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