In Re Estate of Wehrhane

128 A.2d 681, 23 N.J. 205, 1957 N.J. LEXIS 224
CourtSupreme Court of New Jersey
DecidedJanuary 14, 1957
StatusPublished
Cited by21 cases

This text of 128 A.2d 681 (In Re Estate of Wehrhane) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey 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 Wehrhane, 128 A.2d 681, 23 N.J. 205, 1957 N.J. LEXIS 224 (N.J. 1957).

Opinions

The opinion of the court was delivered by

Oliphant, J.

Cora Talmage Wehrhane executed her last will on January 5, 1925 and passed away two months thereafter, leaving Henry Wehrhane, her husband, and their only child, Dorothy, surviving.

The testatrix directed that the residue of her estate be placed in trust and named her husband a life beneficiary. Upon the latter’s death, income was to be paid to Dorothy for her life with the provision that

“Upon the death of my * * * daughter, to pay over [the principal and any accumulations] * * * to the issue of my * * * daughter per stirpes absolutely.” (Explanation supplied)

If Dorothy should “die leaving no issue her surviving,” the principal was divisible in specified proportions between Dorothy’s “husband * * * if living,” Doris McGovern, a second cousin of testatrix, and six charitable institutions (now numbering four as a result of mergers).

Dorothy married Henry Lord in 1915. She has borne no children. In 1931, nearly six years after the death of her mother, Dorothy and her husband adopted an eight-year-old son, John Gardiner Lord.

Dorothy is living, divorced and remarried, and is receiving the trust income. Her adopted son John now has a family of his own. He and his children claim to be entitled to the [208]*208trust corpus upon Dorothy’s death as her “issue.” The contention is resisted by the charitable beneficiaries and Doris McGovern. A determination of the question is essential in order that certain other issues raised in an accounting proceeding (instituted by the present trustee) may be resolved. The trial court held that the word “issue” as used in testatrix’ will did not include adopted children. John Gardiner Lord and his children filed an appeal to the Superior Court, Appellate Division, and we certified the cause prior to a review below.

All parties are in accord respecting the decisional law of our State that a provision for a “child,” “children” or “issue” of another is presumed not to include an adopted child or children. See, e. g., In re Fisler, 131 N. J. Eq. 310 (Prerog. 1942), affirmed 133 N. J. Eq. 421 (E. & A. 1943); Fidelity Union Trust Co. v. Potter, 8 N. J. Super. 533 (Ch. Div. 1950). The rule has general acceptance. 5 American Law of Property (1952), secs. 22.34, 22.36. The same authorities invariably recognize that the presumption may be sufficiently contradicted in the total context of the instrument or the circumstances surrounding and existent at its execution or the death of the testator.

It is argued by John Lord, the adopted son, that the testatrix’ will demonstrates a design to give to those persons who would be “nearest and dearest” to her only child Dorothy. Eor example, should Dorothy die without issue surviving, her husband, whoever he might be, was to share in the corpus; and other specific legacies were given to persons of Dorothy’s age group and friends of the latter or children of friends of the testatrix. Emphasis is placed upon the fact that at her mother’s death Dorothy had been married over nine years and had borne no children, and that testatrix herself had considered adopting a child at one time.

It appears clear, however, that the word “issue” was employed with something more than a passing consideration. The term in its normal usage connotes progeny to the remotest degree, Stickel v. Douglass, 7 N. J. 274, 277 [209]*209(1951), or descendants, In re Fisler, supra, 133 N. J. Eq., at page 423, and because it is not confined in this sense to one generation it emphasizes the thought of kinship or blood relationship. 3 Powell on Real Property (1952), sec. 360; cf. 5 N. J. Practice (Clapp on Wills and Administration) (1950), sec. 124, p. 299. And absent a direction to the contrary, distribution to the descendants is always on a per capita basis, share and share alike. Hoyt v. Orcutt, 1 N. J. 454 (1949).

The instrument here was developed by a skillful lawyer who, it would appear, was well acquainted with the law of New Jersey in that the words used (“per stirpes absolutely”) expressly controverted the presumption of a per capita distribution. It is fair to assume that equal attention was paid to the accepted understanding of “issue” and its legal consequences as a word of purchase. The legal consequence attaching to the term in 1925 was to exclude adopted children, a presumption which could have been as easily overcome as the rule of distribution merely by expressly including adopted children. L. 1902, c. 92, sec. 4, as amended (R. S. 9:3-9, repealed L. 1953, c. 264), in existence at the time of the execution of the will and at testatrix’ death, concerning the effect of a decree of adoption upon rights of inheritance provided, inter alia, that an adopted child shall not be capable of taking property expressly limited to “the heirs of the body” of the adopting parent or parents. This statute deals with capacity to inherit. Although the words “to the heirs of the body,” as used in their technical sense as creating a fee tail at common law, would not preclude the bequest in question here, see In re McEwan’s Estate, 128 N. J. Eq. 140 (Prerog. 1940), the statute does not pronounce a rule of testamentary construction opposed to the judicial presumption that has always been attached to the word “issue” as a term of purchase and its consequent effect in determining the inclusion or exclusion of adopted children.

The surrounding circumstances are equally fruitless in sustaining the contention of John Lord. There is no indi[210]*210cation that Dorothy was incapable of bearing a child. At her mother’s death she was but 29 years of age. There is no indication that she had ever considered adopting a child in her mother’s lifetime. Not until five years after her mother’s death did she consider the possibility. In short, we are not presented with a situation where the benefactor knew of the adoption when the will was drawn, In re McEwan's Estate, supra; In re Upjohn's Will, 304 N. Y. 366, 107 N. E. 2d 492 (Ct. App. 1952), or even after the will was executed and prior to death, Bray v. Miles, 23 Ind. App. 432, 54 N. E. 446, 55 N. E. 510 (Ind. App. 1899); cf. Restatement of Property, sec. 287, comment (d) (1940).

At the hearing below expert opinion was offered to demonstrate that today societal regard for the family relationship is based upon sociological environment rather than biological connection, that the common impulse of our time is to accept adopted children into the same realm of family affinity as the natural born, suggesting thereby that the issue sub judice should be resolved in this light. Attention is invited to a rule of construction incorporated in L. 1953, c. 264 (N. J. S. A. 9:3-30) which would presumptively include adopted children as lawful issue in all testamentary documents executed after the date of the enactment.

The difficulty in the latter argument is two-fold. First, it assumes that the testatrix and her lawyer gave no more than cursory thought to the words “issue * * * per stirpes absolutely,” which were used to direct the disposition of the major proportion of her estate.

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In Re Estate of Wehrhane
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Bluebook (online)
128 A.2d 681, 23 N.J. 205, 1957 N.J. LEXIS 224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-wehrhane-nj-1957.