Holden v. First National Bank & Trust Co.

291 N.W. 104, 207 Minn. 211, 1940 Minn. LEXIS 645
CourtSupreme Court of Minnesota
DecidedFebruary 23, 1940
DocketNo. 32,132
StatusPublished
Cited by4 cases

This text of 291 N.W. 104 (Holden v. First National Bank & Trust Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Holden v. First National Bank & Trust Co., 291 N.W. 104, 207 Minn. 211, 1940 Minn. LEXIS 645 (Mich. 1940).

Opinion

Peterson, Justice.

Appellant appeals from an order denying his claim, as the adopted son of the adopted son of the testatrix, to take as “lawful issue” of her adopted son under her will.

Testatrix had been a widow for many years prior to her death. A daughter, her only child, predeceased her husband. She adopted as her son her gardener and chauffeur, Paul Martin Truszinski, who took her name and thereafter was known as Paul Martin Holden. She made her will November 30, 1925, and died September 2, 1926.

She had three sisters and a large number of nieces, nephews, and other relatives. By the will she provided for the perpetual care of the graves of her deceased husband and daughter, gave her wearing apparel and jewelry to her sisters, and her city home in St. Cloud, her lake home in Stearns county, and certain personal property to her adopted son, Paul Martin.

She had an interest in some land in which there was iron ore and which ivas subject to a mining lease yielding large royalties [213]*213as rent, which she devised in trust. The trustee was directed during the lifetime of Paul Martin to pay to him her share of the net yearly minimum royalty payments and to pay to him, her niece Lucille Coates Hammerel, and Sadie B. Coates, the wife of her nephew, the net excess royalty payments share and share alike. In the event either Mrs. Hammerel or Mrs. Coates predeceased Paul Martin, her share of the income was to go to her “lawful issue” by right of representation.

The trust was to terminate at Paul Martin’s death, at which time the trust estate was to be distributed under the following provisions:

“Upon the decease of my said adopted son, My Trustee shall transfer, assign and convey free and discharged of said Trust all my right, title and interest in and to the principal of this trust estate as to one-third (1/3) thereof to the lawful issue of my said adopted son, taking by right of representation, as to another one-third (1/3) thereof to the said Sadie B. Coates or her lawful issue taking by right of representation, and as to the remaining one-third (1/3) thereof to my said niece, Lucille Coates Hammerel, or her lawful issue taking by right of representation. In the event of my said adopted son leaving no lawful issue bim surviving, then one-half (1/2) of the principal of this trust estate shall go and be transferred free and discharged of said Trust to the said Sadie B. Coates or her lawful issue taking by right of representation, and the other one-half (1/2) thereof to my said niece, Lucille Coates Hammerel, or her lawful issue taking by right of representation.”

On December 7, 1937, 11 years after testatrix’ death, Paul Martin Holden and his wife adopted as their son the appellant, Paul Braun, in the state of Washington. The adoption decree rendered pursuant to the statutes of Washington adjudged and decreed that appellant “shall be the son” of his adoptive parents, that he “shall be treated in all respects as their own lawful child, including the right of inheritance,” and that his name shall be Paul Braun Holden.

[214]*214Paul Martin Holden died on April 24, 1938. In proceedings for accounting and distribution appellant claimed the one-third share of the remainder which was given to the “lawful issue” of Paul Martin.

The court made elaborate findings of fact. In addition to- those which we have stated above, the court found that testatrix referred to Paul Martin in her will as her adopted son 12 times, that the term “lawful issue” was used in the will five or six times, that all parties were designated by their precise relationship to her, and that there ivas a discriminating use of terms. There Avas an express finding that testatrix meant by the term “laAvful issue” children begotten of the body and not adopted children. This finding, the court states in a memorandum made part of the findings, was reached as a conclusion from the other facts specifically found by applying to them the rules that the Avord “issue” is one of limitation and not of purchase, and hence in its primary meaning refers to heirs of the body, and that a testator is presumed not to include adopted children by a provision in the will for another’s lawful issue, especially Avhere the adoption takes place after the testator’s death. The court concluded from this finding that appellant Avas not “lawful issue” and Avas not entitled to take under the will.

Here, appellant asserts the claims which he made beloAV. Respondents controvert them and raise numerous procedural questions, of Avliich we discuss only those Avliich merit consideration.

1. Respondents urge that an appeal does not lie from that part of the order Avliich denies appellant the right to take as' issue under the Avill on the ground that an appeal does not lie from a part of an order. The order Avas made in proceedings had under L. 1933, c. 259, § 3, 3 Mason Minn. St. 1938 Supp. § 8100-13, Avliich provides that an appeal may be taken from such order Avithin 30 days. An appeal lies from a part of a judgment or order which involves a distinct and separable question. Hall v. McCormick, 31 Minn. 280, 17 N. W. 620; Salo v. D. & I. R. R. Co. 124 Minn. 361, 145 N. W. 114; St. Paul Trust Co. v. Kittson, [215]*21584 Minn. 493, 87 N. W. 1012. Where, however, the question to he reviewed cannot he separated as in the case of items of a single claim, no such appeal will lie. Capehart v. Logan, 20 Minn. 395 (442); Stellmacher v. Bruder, 93 Minn. 98, 100 N. W. 473. The right of appellant to take under the will is a distinct and separate question, which may he considered and reviewed apart from other questions involved. The case of Rieke v. St. Albans Land Co. 179 Minn. 392, 229 N. W. 557, is not in point for the reason that the appeal there was from the part of an order granting judgment on a motion in the alternative for judgment notwithstanding the verdict or for a new trial under 2 Mason Minn. St. 1927, § 9495, which authorizes an appeal only from the “whole order.” The statute involved here does not require that an appeal be taken from the whole order.

2. Appellant’s right to take depends on whether or not he is “lawful issue” of his adoptive father within the meaning of that term as used in the will. The primary purpose of construction of a will is to ascertain the meaning and the intent of the testator. A testator’s intention is to be ascertained from the language of his will, which may have a meaning controlled by surrounding circumstances or context. Thus words may be shown to have been used with a meaning different from their ordinary or technical one. ' Absent tokens of meaning other than such as the language itself imports, intention must be found exclusively in the language.

“Issue” is defined by 2 Mason Minn. St. 1927, § 10933(8), as meaning the lineal descendants of an ancestor. Apart from statute, “issue” means lineal descendants including those of every degree. In re Accounting of Farmers’ L. and T. Co. 213 N. Y. 168, 107 N. E. 340, 2 A. L. R. 910; Annotations, 2 A. L. R. 930, and 117 A. L. R. 691.

Adoption gives an adopted child the status of issue in virtue of the provisions of 2 Mason Minn. St. 1927, § 8630, which provides :

[216]*216“Upon adoption such child shall become the legal child oí the persons adopting him, and they shall become his legal parents, with all the rights and duties between them of natural parents and legitimate child.

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Related

In Re Trusts Created by Agreement With Harrington
250 N.W.2d 163 (Supreme Court of Minnesota, 1977)
Wyeth v. Merchant
34 F. Supp. 785 (W.D. Missouri, 1940)
In Re Trust Under Will of Holden
291 N.W. 104 (Supreme Court of Minnesota, 1940)

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Bluebook (online)
291 N.W. 104, 207 Minn. 211, 1940 Minn. LEXIS 645, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holden-v-first-national-bank-trust-co-minn-1940.