In Re Hamilton's Estate

441 P.2d 768, 73 Wash. 2d 865, 1968 Wash. LEXIS 706
CourtWashington Supreme Court
DecidedMay 23, 1968
Docket39371
StatusPublished
Cited by16 cases

This text of 441 P.2d 768 (In Re Hamilton's Estate) is published on Counsel Stack Legal Research, covering Washington 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 Hamilton's Estate, 441 P.2d 768, 73 Wash. 2d 865, 1968 Wash. LEXIS 706 (Wash. 1968).

Opinion

*866 Hunter, J.

This is an appeal from a judgment entered by the trial court, in a probate proceeding, which determined that the appellant, Shirley McGuire Hamilton, was not a pretermitted heir under RCW 11.12.090; and a cross-appeal from the court’s allowance of attorney’s fees.

The testator, Benjamin W. Hamilton, executed his will on January 22, 1949. He bequeathed $1 to his wife, Hallie E. Hamilton, $1 “to my step daughter Shirley McGuire Hamilton,” and $1 “to my step son, Donald L. Swisher,” and all the rest and residue of his property to his daughter and son, Marilyn J. Hamilton Burrowes and James L. Hamilton (respondents).

The testator’s first wife, Verna, died in 1947. During that marriage the testator adopted two children, Marilyn and James, the respondents. The testator married Hallie E. McGuire in 1948. The appellant, who was then 5 years old, and Donald L. Swisher were at that time the children of Hallie E. McGuire. The appellant lived in the Hamilton home continuously until the testator’s death in 1963, except for a 4-month period when she attended college.

In 1953 the testator formally adopted Shirley M. Hamilton as his child. He treated her, the record indicates, as a daughter; and displayed affection for her. The trial court found that “[t]he relationship between the decedent, Benjamin W. Hamilton and Shirley McGuire Hamilton was a normal father-daughter relationship with each having real love and affection for the other.”

The respondents filed objections to the final accounting proposed by the co-executors, Hallie E. Hamilton and the National Bank of Washington, alleging that certain items were incorrect, and alleging in particular that Shirley McGuire Hamilton was not entitled to share in the estate as a pretermitted heir under RCW 11.12.090. After a hearing, the trial court disallowed certain items in the proposed final accounting, and found that “Shirley McGuire Hamilton was not a pretermitted heir of the decedent within the terms of R.C.W. 11.12.090” because she had been named in the will. Shirley M. Hamilton appeals from that portion of the court’s judgment concerning her status as a pretermit- *867 ted heir. The respondents cross-appeal from the allowance made by the trial court for attorney fees under RCW 11.76.070, on the ground that the amount was too small in relation to the services rendered in contesting the proposed final accounting.

The pretermitted heir statute, RCW 11.12.090, reads as follows:

Intestacy as to pretermitted children. If any person make his last will and die leaving a child or children or descendants of such child or children not named or provided for in such will, although born after the making of such will or the death of the testator, every such testator, as to such child or children not named or provided for, shall be deemed to die intestate, and such child or children or their descendants shall be entitled to such proportion of the estate of the testator, real and personal, as if he had died intestate, and the same shall be assigned to them, and all the other heirs, devisees and legatees shall refund their proportional part.

It is settled law in this state that an adopted child is a “child” for the purposes of the above statute. In re Hebb’s Estate, 134 Wash. 424, 235 Pac. 974 (1925). RCW 26.32.140 provides that the decree of adoption entitles the adopted child to “all rights and privileges, including the right of inheritance” of a natural child. The word “child,” in the context of the statute, denotes legal heir.

The appellant contends that she takes under the statute because she is not “named” or “provided for” in the will as a child.

In construing a will, the paramount consideration is the intention of the testator, and this intention is to be gathered, if possible, from the will itself. In re Tipp’s Estate, 54 Wn.2d 585, 343 P.2d 566 (1959). See RCW 11.12.230. The testator’s intention is to be determined as of the date of execution of the will. In re Drown’s Estate, 60 Wn.2d 110, 372 P.2d 196 (1962).

At the time the will in this case was executed, Shirley M. Hamilton was not a “child” of the testator, in the sense that the word “child” is used in RCW 11.12.090. She had no legal rights as an heir. There is nothing in the *868 will, nor in the record before us, that suggests that the testator contemplated adopting Shirley M. Hamilton 4 years after the execution of this will. Thus, when the testator made a bequest of $1 to “my step daughter, Shirley McGuire Hamilton,” we must conclude that the testator intended to refer to her only as a stepdaughter, and not as a child. Therefore, the testator’s child, Shirley M. Hamilton, was not named or provided for in the will as the statute requires, in order to avoid her being a pretermitted heir. See In re Guilmartin’s Estate, 156 Misc. 699, 282 N.Y.S. 525 (1935), aff'd, 250 App. Div. 762, 293 N.Y.S. 665 (1937), aff'd mem, 277 N.Y. 689, 14 N.E.2d 627 (1938); In re Reed’s Estate, 19 N.J. Super. 387, 88 A.2d 690 (1952).

We hold that Shirley M. Hamilton is entitled to share in the estate of Benjamin W. Hamilton as a pretermitted heir under RCW 11.12.090.

The respondents, and the trial court in its memorandum opinion, rely on the case of In re Steele’s Estate, 45 Wn.2d 58, 273 P.2d 235 (1954). Since that case involved a wife, and not a child, and a statute considerably different from RCW 11.12.090, we do not think that the Steele case is applicable.

The respondents, on cross-appeal, contend that the trial court abused its discretion in allowing them only $250 for attorney’s fees. The statute, RCW 11.76.070, provides that, in any probate or guardianship proceeding, where

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

Related

In Re Estate of Moi
151 P.3d 995 (Court of Appeals of Washington, 2007)
Nelson v. Jusenius
151 P.3d 995 (Court of Appeals of Washington, 2006)
Ozuna v. Wells Fargo Bank, N.A.
123 S.W.3d 429 (Court of Appeals of Texas, 2003)
Pitzer v. Union Bank of Cal.
9 P.3d 805 (Washington Supreme Court, 2000)
Pitzer v. Union Bank of California
9 P.3d 805 (Washington Supreme Court, 2000)
Bennett v. Ruegg
134 Wash. 2d 328 (Washington Supreme Court, 1998)
In Re Estate of Kerr
949 P.2d 810 (Washington Supreme Court, 1998)
Dunn v. Rainier National Bank
44 Wash. App. 795 (Court of Appeals of Washington, 1986)
In Re Hallauer
723 P.2d 1161 (Court of Appeals of Washington, 1986)
In Re the Estate of Larson
694 P.2d 1051 (Washington Supreme Court, 1985)
In re the Estate of Davidson
683 P.2d 620 (Court of Appeals of Washington, 1984)
In Re the Estate of Marshall
621 P.2d 187 (Court of Appeals of Washington, 1980)
In Re the Estate of Bonness
535 P.2d 823 (Court of Appeals of Washington, 1975)
In Re Estate of Riemcke
497 P.2d 1319 (Washington Supreme Court, 1972)
In Re Estate of Patton
494 P.2d 238 (Court of Appeals of Washington, 1972)

Cite This Page — Counsel Stack

Bluebook (online)
441 P.2d 768, 73 Wash. 2d 865, 1968 Wash. LEXIS 706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hamiltons-estate-wash-1968.