In Re the Estate of Walter

200 N.E. 786, 270 N.Y. 201, 1936 N.Y. LEXIS 1534
CourtNew York Court of Appeals
DecidedMarch 3, 1936
StatusPublished
Cited by37 cases

This text of 200 N.E. 786 (In Re the Estate of Walter) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Estate of Walter, 200 N.E. 786, 270 N.Y. 201, 1936 N.Y. LEXIS 1534 (N.Y. 1936).

Opinions

*203 Crane, Ch. J.

On October 6, 1920, the appellant, Maude Ayers Ganoung; then three years old, was duly adopted by one James H. Ganoung, who had no children of his own blood. This adopted daughter lived with her foster parent until his death in 1933. Alice Ganoung Walter, a sister of James H. Ganoung, knew all about the adoption, and expressed her approval of it; she was very friendly with her niece by adoption, made gifts to her; they visited back and forth; in fact they were neighbors. When Mrs. Walter married she was past fifty and had no children of her own.

On December 2, 1932, Mrs. Walter made her will giving all her property to her brother. As it is quite short we give it in full:

Last Will and Testament.

“ I, Alice Ganoung Walter, of the Town of Ulysses in the County of Tompkins and State of New York being of sound mind and memory, do make, publish and declare this my last Will and Testament, in manner following that is to say:

“ First, I give, devise and bequeath all my property both real estate and personal property including my farm of about 39§ acres in the Town of Ulysses, Tompkins County, N. Y. to my brother, James H. Ganoung, of Rochester, N. Y., absolutely. All that I have I will to my said brother.

Lastly, I appoint my brother, James H. Ganoung, executor of this, my last Will and Testament: hereby revoking all former wills by me made.

“ In witness whereof, I have hereunto subscribed my name the 2nd day of December in the year Nineteen hundred and thirty-two.

“ (Signed) ALICE GANOUNG WALTER.”

Notice that there is no remainder, reversion or gift over on the death of James.

On January 12, 1933, the brother, James H. Ganoung, died leaving the appellant, his adopted child, surviving *204 and no other children or descendants. On May 1, 1933, the testatrix, Alice Ganoung Walter, died without having made any change in her will.

The Surrogate of Tompkins county held that the legacy to the testatrix’s brother did not lapse at his death but passed to the adopted daughter, Maude Ayers Ganoung. The Appellate Division thought otherwise and reversed the decree. We are of the opinion that the Surrogate’s decision is in accordance with the statutes and the authorities.

The status of an adopted child is no longer in doubt (Domestic Relations Law [Cons. Laws, ch. 14], art. 7). Section 114 of that law provides: The foster parent or parents and the person adopted sustain toward each other the legal relation of parent and child, and have all the rights arid are subject to all the duties of that relation, including the right of inheritance from each other, * * * but as respects the passing and limitation over of real or personal property dependent under the provisions of any instrument on the foster parent dying without heirs, the person adopted is not deemed the child of the foster parent so as to defeat the rights of remaindermen.” As we mentioned above, there is no provision in the will of the testatrix respecting the passing or limitation over of the bequest to James H. Ganoung.

This court said in Matter of Cook (187 N. Y. 253, 261): In the eye of the law, therefore, adopted children are lineal descendants of their foster parent. They are in the line of descent from him through the command of the statute, the same as if that line had been established by nature.” And in Bourne v. Dorney (184 App. Div. 476; affd., 227 N. Y. 641) it was held that the Statutes of Descent and Distribution strictly available to those, of the blood inure to the benefit of an adopted child under the present statute of adoption.

The adopted child, however, is not left in this case dependent upon the adoption statute and these expres *205 sions of the courts, sufficient though they might prove to be. Section 29 of the Decedent Estate Law (Cons. Laws, ch. 13) covers the facts here presented. Whenever,” reads that section, any estate, real or personal, shall be devised or bequeathed to a child or other descendant of the testator, or to a brother or sister of the testator, and such legatee or devisee shall die during the lifetime of the testator, leaving a child or other descendant who shall survive such testator, such devise or legacy shall not lapse, but the property so devised or bequeathed shall vest in the sm’viving child or other descendant of the legatee or devisee, as if such legatee or devisee had survived the testator and had died intestate.”

These words as they are given and read apply precisely and exactly to the appellant's situation. It is conceded that if James H. Ganoung had survived his sister one day his legacy would have passed to his adopted daughter. The above statute says that if a brother, to whom personal property is bequeathed, die during the lifetime of the testatrix, leaving a child or other descendant, the legacy shall not lapse but vest in the child or descendant. What kind of child or descendant? The statute states ■— as if such brother had survived the testatrix and had died intestate. Had he survived, the adopted daughter would have taken. The Domestic Relations Law so enacts and all parties so admit.

What then is the escape from this statute? The plea is, that because section 29 of the Decedent Estate Law (formerly R. S. part 2, ch. 6, tit. 1, art. 3, § 52) was the law before the present adoption statute was enacted (Laws of 1887, ch. 703), the words child ” and descendant ” must be limited to blood relationship as they were when the Revised Statutes became the law. The answer to this suggestion is that the Legislature passed both the Decedent Estate Law and the Domestic Relations Law and had full power over the disposition of property by will or descent. By the latter law it made an adopted child the same as a *206 natural child for the purposes of inheritance from its foster parent. Such a “ child ” thus created by the Legislature fitted in exactly to the existing Decedent Estate Law, section 29, which said that a legacy to a brother would not lapse by his death but pass to his child “as if such legatee [brother] * * * had survived.” The “ child ” created by the Legislature would take on survivorship under the adoption statutes (Dom. Rel. Law). The Legislature could not make it plainer and there was no need for amending section 29.

The Legislature could and did give a broader meaning to the word “ child ” so as to include “ adopted child ” under the circumstances stated in section 29. And as if to remove all doubt if there could be any the Legislature made one specific reservation by providing that the person adopted is not deemed the “ child ” of the foster parent so as to cut off any hmitation over “ dependent ■under the provisions of any instrument on the foster parent dying without heirs.” This was to safeguard the intention of a testator who by his will in using the word “ heirs ” may have meant blood relations and also to prevent fraud through an adoption for the very purpose of cutting out a remainder. (See

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

Related

In re Gardiner
503 N.E.2d 1345 (New York Court of Appeals, 1986)
In re Gardiner
113 A.D.2d 651 (Appellate Division of the Supreme Court of New York, 1985)
In re the Third Intermediate Accounting of Chemical Bank
90 Misc. 2d 727 (New York Supreme Court, 1977)
In re the Estate of Lawrence
86 Misc. 579 (New York Surrogate's Court, 1974)
In re the Estate of Park
207 N.E.2d 859 (New York Court of Appeals, 1965)
In Re Baker's Estate
172 So. 2d 268 (District Court of Appeal of Florida, 1965)
Parker v. Blaine
172 So. 2d 268 (District Court of Appeal of Florida, 1965)
In re the Final Accounting of Chase Manhattan Bank
187 N.E.2d 764 (New York Court of Appeals, 1962)
In re the Final Accounting of the Chase Manhattan Bank
15 A.D.2d 131 (Appellate Division of the Supreme Court of New York, 1961)
In re the Estate of Taintor
32 Misc. 2d 160 (New York Surrogate's Court, 1961)
In re the Intermediate Accounting of Hanover Bank
176 N.E.2d 726 (New York Court of Appeals, 1961)
In re the Accounting of Bank of New York
28 Misc. 2d 160 (New York Surrogate's Court, 1961)
In re the Intermediate Accounting of Prince
20 Misc. 2d 647 (New York Supreme Court, 1959)
In re the Intermediate Accounting of Ward
14 Misc. 2d 903 (New York Surrogate's Court, 1958)
In re the Accounting of Weller
7 Misc. 2d 366 (New York Supreme Court, 1957)
In re the Accounting of Hanover Bank
4 Misc. 2d 1026 (New York Supreme Court, 1956)
In re the Accounting of Carleton
3 Misc. 2d 677 (New York Surrogate's Court, 1956)
In re the Estate of Anonymous
204 Misc. 1045 (New York Surrogate's Court, 1953)
In re the Construction of the Will of Upjohn
107 N.E.2d 492 (New York Court of Appeals, 1952)
In re the Accounting of Bly
202 Misc. 795 (New York Surrogate's Court, 1952)

Cite This Page — Counsel Stack

Bluebook (online)
200 N.E. 786, 270 N.Y. 201, 1936 N.Y. LEXIS 1534, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-walter-ny-1936.