In re Frizzell's Will

20 Fla. Supp. 41
CourtCharlotte County Judge's Court
DecidedJuly 25, 1962
DocketNo. 1136
StatusPublished

This text of 20 Fla. Supp. 41 (In re Frizzell's Will) is published on Counsel Stack Legal Research, covering Charlotte County Judge's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Frizzell's Will, 20 Fla. Supp. 41 (Fla. Super. Ct. 1962).

Opinion

JOHN T. ROSE, Jr., County Judge.

. Opinion, July 25, 1962: This court is presently called upon to determine, among other things, whether Patti Lee Frizzell, the adopted daughter of the decedent Arthur C. Frizzell and his surviving wife, Dorothy Carey Frizzell, is entitled to share in his estate as a pretermitted child.

The pertinent facts are not disputed; they are a matter of record.

Mr. Frizzell executed his will on February 15, 1960, leaving to his wife a share of his estate equal to dower, a $25,000 bequest to an adopted son, Arthur Paul Frizzell, and the residue divided among Arthur Paul and ten other named relatives.

He executed a codicil to the will on July 9, 1960, merely changing the executor.

Mr. Frizzell and wife filed a petition to adopt Patti Lee, an infant, on July 11, 1960. Final decree of adoption was entered October 10, 1960.

Mr. and Mrs. Frizzell took Patti Lee into their home under a temporary custody order issued out of this court on April 25., 1960.

[43]*43Under these circumstances, the residuary legatees filed herein a petition for an order decreeing that Patti Lee is not entitled to inherit any part of the estate.

The executor filed a petition for instructions concerning the rights of Patti Lee, and as to the bequests that must abate in order to raise the child’s share if she is to participate, and to raise the very substantial succession taxes.

As a technical matter, the issue of whether or not Patti Lee Frizzell falls within the scope of the pretermitted child statute, §731.11, Florida Statutes, has been raised and argued before this court on motions to dismiss the two petitions. Very helpful briefs have been filed by counsel.

Clearly, Patti Lee was adopted after the will and codicil were executed. The will was executed February 15, 1960, the codicil on July 9, 1960. The final decree of adoption was entered on October 10, 1960, and it was then that the new status of Patti Lee was created. Section 72.22, Florida Statutes, provides that — “By the decree of adoption, the child shall be the child and legal heir of the adopting parent ...”

The pretermitted child statute, §731.11, defines a pretermitted child in the following language — “When a testator omits to provide in his will for any of his children born after the making of the will and such child has not had bestowed upon him by way of advancement a portion of the testator’s property equivalent to a child’s part, unless it appears from the will that such omission was intentional, such child shall receive a share in the estate of the testator equal in value to that which he would have received if the testator had died intestate. ...”

When the final decree of adoption was entered on October 10, 1960, Patti Lee became the child of A. C. Frizzell for all purposes. Sections 72.22 and 731.30. In the language of §731.11, Patti Lee was then “his child.”

The court has given careful consideration to the argument of counsel for the eleven legatees that the doctrine of pari materia is inapplicable to permit the court to consider the effect of the adoption statute, §72.22. This argument must be rejected on controlling Florida cases and cases from other states, as well as from the texts. In Tsilidis v. Pedakis, 132 So.2d 9 (Fla. 1960), the First District Court of Appeal directly cited and quoted applicable provisions of the probate and adoption statutes, obviously in pari materia. In re Hewett’s.Estate, 13 So.2d 904 (Fla. 1943), holds that probate and adoption statutes must be construed in pari materia, and this case is authority for the following lan[44]*44guage in 30 Fla. Jur., Statutes §108 — “ . . . Thus the statute that declares an adopted child to be a lineal descendant of its adopting parents for the purposes of inheritance should be construed in pari materia with the legislation controlling the order of succession or intestacy.”

The conclusion is inescapable that the legislature has taken the humanitarian and laudable position of erasing legal handicaps upon adopted children. Likewise a majority of the courts of our nation have taken a like position.

Counsel for the eleven legatees urges upon the court a construction that would limit the applicability of §731.11 to children born to the testator after his will has been executed. The statute, however, doesn’t say this. The language is— “ . . . his children born after the making of the will ...”

The adopted child is one of “his children” in the same sense as is a natural child. Sections 72.22 and 731.30. This court cannot avoid the conclusion from a reading of the pretermitted child statute, §731.11, that an adopted child meeting the criteria therein is a pretermitted child.

Another of the criteria is that the child be “born” after the execution of the will. The will was executed on February 15, 1960. The child was physically born on April 3, 1960. The codicil, merely changing the executor, was executed on July 9, 1960.

But in so far as the adopting parents were concerned, Patti Lee became their child on October 10, 1960, the date of the decree of adoption. It was at that time the new status was created. It was on that day, within the contemplation of the law, that she was “born” to A. C. Frizzell.

There is respected authority to support this conclusion. The Tsilidis case, supra, involved the right of an adult to inherit from his adopting father, who had never married. The adult was adopted in Greece under the laws of that nation; the adoption would not have been permitted in Florida. The adopting father died leaving a will executed prior to the adoption. The adoptee was not mentioned in the will.

In its opinion in this case the First District Court of Appeal said, at page 11 — “At first blush it would appear that F. S. §731.30, brings appellant within the purview of F. S. §731.11, but careful analysis discloses that this is not so.”

The language clearly indicates that the only reason the adult adoptee was not permitted to inherit as the pretermitted heir was because the adopting father had never married, as required by the Florida statute.

[45]*45This case is also significant for language it omits. The opinion nowhere asserts whether the will was executed before or after the physical birth of the adult adoptee. It was executed prior to the adoption. The adoption date is the one that controls.

D. H. Redfearn, Florida’s recognized authority in the field of administration of decedents’ estate, has concluded that there is now no legal distinction between a child born to the testator and one adopted by the testator after the execution of the will. 1 Redfearn, Wills and Administration of Estates in Florida, §90, (3d ed. 1957). The same conclusion is reached by the author, 11 U. of Fla. Law Review, page 240, under the title “Effect of Adoption Upon Adoptive Parent’s Will.”

Thompson on Wills, 3d ed., §22, reaches the same conclusion, when it says, at page 48— “When the rights of legally adopted children are the same as those born in wedlock so far as such rights relate to inheritance, a child adopted after the will of the adoptive parent is executed is entitled to an heir’s share in the testator’s estate ...”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Thornton v. Anderson
64 S.E.2d 186 (Supreme Court of Georgia, 1951)
Tsilidis v. Pedakis
132 So. 2d 9 (District Court of Appeal of Florida, 1961)
Adams v. Vidal
60 So. 2d 545 (Supreme Court of Florida, 1952)
Fulton Trust Co. v. Trowbridge
11 A.2d 393 (Supreme Court of Connecticut, 1940)
In Re: Estate of Hewitt
13 So. 2d 904 (Supreme Court of Florida, 1943)
Alexander v. Samuels
1936 OK 260 (Supreme Court of Oklahoma, 1936)
State Ex Rel. v. Bank of Bristol
64 S.W.2d 186 (Tennessee Supreme Court, 1933)
Passmore v. Morrison
63 So. 2d 297 (Supreme Court of Florida, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
20 Fla. Supp. 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-frizzells-will-flajudct1-1962.