In Re Estate of Cunha

414 P.2d 925, 49 Haw. 273, 1966 Haw. LEXIS 56
CourtHawaii Supreme Court
DecidedMay 31, 1966
Docket4359
StatusPublished
Cited by7 cases

This text of 414 P.2d 925 (In Re Estate of Cunha) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Cunha, 414 P.2d 925, 49 Haw. 273, 1966 Haw. LEXIS 56 (haw 1966).

Opinion

*274 OPINION OP THE COURT BY

LEWIS, J.

Testator, Emanuel S. Cunha, died January 10, 1918, leaving a will which created a trust providing for the distribution of income until the death of the last survivor of testator’s wife, children and grandchildren living at the time of his death, 1 which is the end of the trust period. Harvey Douglas Murray, a grandson, became an income taker upon the death of his mother, Rose, and from and after the death of an uncle, Albert, had been receiving one-half of the income subject to certain annuities. Harvey died May 15, 1961, and the successor trustee under the will filed a bill for instructions as to the distribution of this share of the income. Instructions were sought upon the following questions:

*275 “a. Are Carma Rae Orr and Harve David Murray, legally adopted children of Harvey Murray, issue of Rose Angela Murray?
“b. Is Donna Patricia Murray issue of Rose Angela Murray?
“c. To whom is petitioner to pay the share of the income of the trust created under the will of Emanuel S. Cunha, Deceased, payable to the issue of Rose Angela Murray from and after the decease of said Harvey Murray?”

The chancellor instructed the trustee that Carma Rae Murray, Harve David Murray, and Donna Patricia Murray all are issue of Rose Angela Murray, and are to receive the share of the income that is payable to her issue. Cecily Cunha, daughter of testator’s son, Clarence, has taken this appeal. If none of the appellees is issue of Rose, Cecily takes the whole of the income subject to the annuities. While Harvey lived she received one-half the income, and is entitled to at least that much, subject to the annuities.

We first consider the. trustee’s question “a,” which concerns the adopted children. Harvey Murray adopted them on January 10, 1918, in a proceeding in the Juvenile Court of the First Circuit of the then Territory of Hawaii. He at that time was married to the mother of the children, Donna Lynnette Murray, of whom more will be said at a later time.

The chancellor held that the term “issue” is not ambiguous as used in the will, that testimony offered to show that the testator did not intend to include the adopted children of his grandson as “issue” was not admissible, and that if it were considered admissible “it would be wholly insufficient to constitute even prima facie proof of an intent on the part of the testator to limit the ben *276 eficiaries of bis estate to blood issue or blood descendants.” Appellant specifies as error tbe exclusion of tbe evidence and tbe determination that testator meant to include adopted children of bis grandson. Sbe further contends that tbe court failed to consider tbe will as a whole.

Tbe will was made November 15, 1917. In 1905, a statute bad been enacted, entitled “An Act to Declare tbe Effect of an Adoption of a Child,” reading in pertinent part as set out in tbe footnote. 2 By S.L. 1915, c. 47, sec. 2, it was provided that, in making an order of adoption of a child, tbe judge should declare “that, from that date, to all legal intents and purposes, such child is the child of the petitioner [tbe adopting parent] * * *.” This same provision was contained in section 6 of tbe amended 1915 act, set forth in S.L. 1919, c. 3; and in R.L.H. 1925, § 3039; R.L.H. 1935, § 4525; and R.L.H. 1945, § 12276; but in 1945, in tbe course of an extensive revision of tbe section made by S.L. 1945, c. 40, tbe provision that tbe order of adoption should contain a declaration in tbe form above stated was omitted. However, a new section 12276.01 of tbe Revised Laws of Hawaii 1945 was adopted, providing for “a new record of tbe birth in tbe new name of tbe child with the names of tbe adoptive parents.” As amended, this is now R.L.H. 1955, § 331-14. The provisions of tbe 1905 act first above noted, which bad become *277 R.L.H. 1945, § 12278, were amended by S.L. 1958, c. 115, and are now part of R.L.H. 1955, § 331-16, reading in pertinent part as set out in tbe footnote. 3

This review of tbe statutes will serve as background for consideration of the decisions of this court. It is to be borne in mind, of course, that in the present case the will was made in 1917, testator died in 1918, the adoptions occurred in 1948, and the question of income taking by the second generation of Rose’s issue, if any, arose in 1961.

The first case in this jurisdiction in which the interpretation of the word “issue” as used in an instrument arose with respect to adopted children, was O’Brien v. Walker, 35 Haw. 104 (1939), aff’d, 115 F.2d 956 (9th Cir. 1940). However, we begin with Estate of Kamauoha, 26 Haw. 439 (1922), rehearing denied, 26 Haw. 515, which construed the statutes in relation to the question whether the adopted son of a daughter who predeceased the intestate was an heir of the intestate. It was held that he was an heir by virtue of the 1915 act’s provision 4 that the adoption decree should contain a declaration that, from the date of his adoption, the adopted child was “to all legal intents and purposes” the child of the adopting parent. This declaration did not appear in the decree of adoption as it should have, but the court read the decree as though it contained such declaration. (26 Haw. at *278 444.) The 1915 statute, which provided for this status of an adopted child, was deemed controlling because it was the most recent statute. At the same time the court recognized that the earlier 1905 act, S.L. 1905, c. 83, did not provide for inheritance by an adopted child through his adoptive parent. “In other words, it [the 1905 act] constitutes the adopted ‘child’ for some purposes the ‘child’ of the adopting parents but clearly does not constitute it such ‘child’ for all purposes(26 Haw. at 447-48.)

In O’Brien v. Walker, supra, 35 Haw. 104 (1939), aff’d, 115 F.2d 956 (9th Cir. 1940), the court had before it for construction a trust deed executed in 1896, which provided that upon the death of John A. Cummins, referred to in the opinion as the “trustor,” the trust income should go to the children surviving him, subject to certain charges, and upon the death of the last surviving child the corpus should vest in “the lawful issue of the children aforesaid then surviving.” Mr. Cummins died on January 21, 1913. On December 19, 1914, one of the daughters and her husband adopted a child, Margaret Mamo Clark. The time having arrived for the termination of the trust the question was whether the adopted child was entitled to a share of the corpus.

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Bluebook (online)
414 P.2d 925, 49 Haw. 273, 1966 Haw. LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-cunha-haw-1966.