Harry Hicks, of the Estate of W. F. Simmons, Deceased and R. S. Moran, of the Estate of Lenora J. Simmons, Deceased v. Homer Simmons and Oscar Simmons

271 F.2d 875, 1959 U.S. App. LEXIS 3196
CourtCourt of Appeals for the Tenth Circuit
DecidedOctober 29, 1959
Docket6156
StatusPublished
Cited by7 cases

This text of 271 F.2d 875 (Harry Hicks, of the Estate of W. F. Simmons, Deceased and R. S. Moran, of the Estate of Lenora J. Simmons, Deceased v. Homer Simmons and Oscar Simmons) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harry Hicks, of the Estate of W. F. Simmons, Deceased and R. S. Moran, of the Estate of Lenora J. Simmons, Deceased v. Homer Simmons and Oscar Simmons, 271 F.2d 875, 1959 U.S. App. LEXIS 3196 (10th Cir. 1959).

Opinion

*877 MURRAH, Chief Judge.

The plaintiff-appellees brought this suit against the respective estates of their adoptive parents for enforcement of an alleged oral contract to leave their property to them upon their death. Federal jurisdiction rests upon diversity of citizenship and requisite amount in controversy, both of which concededly exist.

The trial court decreed specific performance based upon a finding that the adoptive parents (W. F. Simmons and Annie Simmons) orally agreed that “if the natural father and sister would give up custody of the plaintiffs and make no objection to formal adoption proceedings; and if the plaintiffs themselves, who were then minors, would consent to being adopted, the Simmonses would give the plaintiffs a good home, educate them, and upon the death of the adoptive parents would leave their property to the plaintiffs”; and upon the further finding that the oral contract became fully executed with formal adoption and when the plaintiffs took the name of their adoptive parents, lived in their home, worked on their farm, and in all respects became their sons.

The appellants attack the judgment of the court, first, as resting upon a contract in parol which tends to vary or contradict the formal adoption which, under Oklahoma law, is “essentially a matter of contract * * Ronck v. Ronck, 203 Okl. 121, 218 P.2d 902, 904. The adoption order in our case is said to be the completely integrated contract between the parties with respect to matters of inheritance, and testimony tending to show a prior or contemporaneous oral agreement with respect to such matters violates the established parol evidence rule.

Oklahoma has codified the common law parol evidence rule by providing that “The execution of a contract in writing, whether the law requires it to be written or not, supersedes all the oral negotiations or stipulations concerning its matter, which preceded or accompanied the execution of the instrument.” Title 15 O.S.A. § 137. Construing this rule, the Oklahoma court has embraced a summary of it in a treatise found at 70 A.L.R. 552, 570. See Warren v. Pulley, 193 Okl. 88, 141 P.2d 288; National Mineral Co. v. A. L. Sterne Co., 198 Okl. 37, 174 P.2d 922. And, synthesizing the summary, the Court has succinctly restated the rule to be that “In the absence of fraud, accident or mistake, evidence of a prior or contemporaneous oral agreement is inadmissible to vary the terms of a written contract apparently complete on its face, as to an element or matter with which the written contract deals, or as to a subject so closely bound to matter of written contract that parties would ordinarily be expected to have embodied it therein.” Warren v. Pulley, supra, Court Syl. 1. And see IX Wigmore Evidence, 3rd Ed. § 2430; 3 Williston Contracts, § 631 et seq.

Making application of this rule, the ultimate question then is whether the formal adoption order is sufficiently complete on its face with respect to the matter of inheritance, or whether that subject is so closely bound to the subject matter of the order that the parties would ordinarily be expected to have embodied it therein.

The petition for adoption recited that petitioners have had the sole care and support of the minors since coming into their custody; that they were now supporting and educating them with the knowledge and consent of the relatives; and that they desired to adopt them “as their own children and assume the legal obligation of their care, support and education and to give them thereby the rights of inheritance from them.” The children signed a written election and nomination of the petitioners “as our choice of adoption.” The order of adoption recited: “The petitioners have filed in this court an agreement in writing, properly signed before the undersigned judge of this court, with the said minors, whereby and wherein they agree that the said minor children shall be by *878 them adopted and treated in all respects as their own lawful children should be treated, including the rights of support, maintenance, protection and education, and the rights of inheritance * * It was then adjudged, ordered and decreed that “the said petitioners W. F. Simmons and Mrs. W. F. Simmons adopt the said minor children, and that henceforth the said Homer Roy Ferguson and Oscar Kirk Ferguson shall be treated by them in all respects as their own lawful children should be treated, including the right of inheritance * *

While adoption is essentially a matter of contract between the parties, it is a creature of the statute, the purpose of which is to create and establish a family status in law, i. e. a parent-child relation as if ordained by natural law. Thus, the statute expressly provides that “If the court is satisfied that * * * the facts stated in the petition are true, and that the petitioner is of sufficient ability to bring up the child and furnish suitable nurture and education, and that it is fit and proper that such adoption should be made, a decree shall be made setting forth the facts and ordering that from the date of the decree the child shall, to all legal intent and purposes, be the child of the petitioner or petitioners * * *.” Title 10 O.S.A. § 50. And that “* * * After adoption, the two shall sustain towards each other the legal relation of parent and child, and have all the rights and be subject to all the duties of that relation.” Title 10 O.S.A. § 51. And furthermore, “A child so adopted shall be deemed, for the purposes of inheritance by such child * * * the child of the parents by adoption the same as if he had been born to them in lawful wedlock * * * ” Title 10 O.S.A. § 52.

Beyond the establishment of the right of inheritance of the adopted child as a natural child, the statute imposes no duty whatsoever upon the adoptive parent to provide for the inheritance of the adopted child. As far as the statute is concerned, the adoptive parent is free to leave his property as he chooses, including the right to disinherit the adopted child the same as a natural one. And, while the parties were doubtless free to provide in the adoption order for the irrevocable inheritance by the adopted children, it is apparent on the face of the petition and order that they had no intention of so providing. The petition and order go no further than the minimum statutory requirements. And indeed, in the circumstances, we would not ordinarily expect them to do so. True, the petition and the order spoke of the right of inheritance, but only in the statutory sense of the rights of a natural child. In these circumstances we cannot say with assurance that the parties intended their oral agreement with respect to the matter of inheritance to be embodied in the adoption contract. The parol evidence rule does not forbid two contemporaneous contracts, one written and one oral, with respect to the same subject matter. It is enough if the two contracts can be made to stand together without the oral contract affecting the integrity of the written one. Ross v. Stricker, Okl., 275 P.2d 991; Starmer v. Mid-West Chevrolet Corp., 175 Okl. 160, 51 P.2d 786; Stone v. Spencer, 79 Okl. 85, 191 P. 197; Fredrick v. Christensen, 73 S.D. 130, 39 N.W. 2d 529; Cathcart v. Myers, 97 Kan. 727, 156 P. 751.

Our case is unlike Brantingham v. Huff, 174 N.Y. 53, 66 N.E.

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271 F.2d 875, 1959 U.S. App. LEXIS 3196, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harry-hicks-of-the-estate-of-w-f-simmons-deceased-and-r-s-moran-of-ca10-1959.