Mathew v. Mathew

209 N.W.2d 573
CourtSupreme Court of Iowa
DecidedJuly 3, 1973
Docket55514
StatusPublished
Cited by4 cases

This text of 209 N.W.2d 573 (Mathew v. Mathew) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mathew v. Mathew, 209 N.W.2d 573 (iowa 1973).

Opinion

MASON, Justice.

This is an appeal from the trial court’s decree entered in a declaratory judgment action brought to construe paragraph 3 of item 2 of the will of James M. Mathew who died November 10, 1951, a resident of Mahaska County.

Decedent’s will dated June 29, 1938 was admitted to probate November 17, 1951. He was survived by his widow, Ethel, who died November 26, 1970. J. M. Mathew had six children. Two sons, I. E. Mathew and Walter Ray Mathew, predeceased their father. The remaining four children of J. M. Mathew predeceased his widow.

Plaintiff, Gerald C. Mathew, is the natural son of Marianne Mathew who was the wife of Walter Mathew. May 17, 1951, Walter’s petition for adoption of Gerald who was then 20 years of age and married was granted by the Wapello district court under the provisions of chapter 600, The Code. Walter Mathew left no natural born children or other adopted children. Each of the other five children of J. M. Mathew left surviving children who are all named as defendants.

The last will and testament of J. M. Mathew provided generally that if his wife, Ethel, survived then all of his property was devised to Paul J. Mathew as trustee for the support and enjoyment of Ethel during her lifetime. The testator then provided :

“ * * * Upon the death of my said wife I authorize and direct my said trustee to sell any real estate which may then be owned by my estate and to sell any personal property then owned by my estate, other than my stock in the Ideal Lumber Company, and to make distribution of all money in the hands of my trustee and the shares of capital stock of the Ideal Lumber Company then owned by my estate, to by children and grandchildren as follows: One-sixth (14) thereof to my son Harry E. Mathew; One-sixth (⅛) thereto my son Walter Ray Mathew, if he shall then be living, or to any child or children (in equal shares) of his body if he shall then be deceased; One-sixth (⅛) thereof to my daughter Cora B. Waddell; One-sixth (⅛) thereof to my daughter Alta Lang-lois; One-sixth (⅛) thereof to my daughter Mae Greenlee; One-eighteenth (¼s) thereof to my grandson Paul J. Mathew (my said trustee); One-eighteenth (½8) thereof to my grandson Bruce E. Mathew; and One-eighteenth (Vis) thereof to my granddaughter Frances M. Soder-strom. If my said son Walter Ray Mathew shall not be living or have any child of his body surviving him at the time of the death of my said wife, then the one-sixth share of the money and Ideal Lumber Company stock in the hands of my trustee which would be distributed to him if living, or to any child or children of his body surviving him, shall be distributed by my said trustee to my remaining heirs-at-law in accordance with the laws of inherit- *575 anee now in force in the State of Iowa.” (Emphasis supplied)

Since the death of Ethel M. Mathew the trustee, Paul J. Mathew, has made a partial distribution of the assets of decedent’s estate. Plaintiff was excluded from the distribution.

Division 1 of plaintiff’s petition is based on the theory he is entitled to a one-sixth share of the property in the hands of the trustee at the date of Ethel M. Mathew’s death, as he is a child of the body of Walter Ray Mathew to whom the property was devised. In division 2 he contends that in the event it is determined he is not a child of the body of Walter Ray Mathew he is a remaining heir-at-law of the testator and is entitled to one-sixth of the one-sixth share his father would have been entitled to if he were living at the date of Ethel’s death.

Defendants in answer alleged plaintiff was not entitled to a share in the assets of decedent’s estate because he is neither a child of the body of Walter Ray Mathew nor one of the remaining heirs-at-law as set forth in testator’s will.

The matter was submitted on stipulated facts.

The court concluded plaintiff was not a child of the body of Walter Ray Mathew since the one-sixth interest devised by the testator to Walter was contingent on his surviving testator’s widow and as having a child of his body this devise did not vest; therefore, plaintiff was not entitled to a one-sixth share of the proceeds and stock in the hands of the trustee at the date of Ethel’s death as claimed in division 1 of his petition.

The court further concluded plaintiff was not entitled to a one-sixth of the one-sixth share as a remaining heir-at-law under the testator’s will as asserted in division 2.

The court dismissed plaintiff’s petition and awarded judgment for costs against him.

Plaintiff does not appeal from the adverse ruling on his claim asserted in division 1 of his petition.

I. Plaintiff’s appeal involves only a controversy over title to the one-sixth share of J. M. Mathew’s property which, upon the death of testator’s wife, was to pass to Walter Ray Mathew or, in the event of his death or absence of any “child of his body,” to testator’s “remaining heirs-at-law in accordance with the laws of inheritance now in force in the State of Iowa.”

Plaintiff believes that he, as the lawfully adopted son of Walter Ray Mathew and consequently “heir-at-law” of J. M. Mathew, is entitled to one-sixth of the one-sixth share of testator’s property held by the trustee at the time of Ethel Mathew’s death.

As his sole assignment of error plaintiff contends the trial court erred in finding testator’s actual words and intention were controlling and “he by using the words ‘remaining heirs at law’ limited the devise of the one-sixth share which did not vest in Walter Ray Mathew so that it was to go to his bloodline and lineal descendants to the exólusion of the adopted son.” Plaintiff argues the court should not have sought to construe “my remaining heirs-at-law in accordance with the laws of inheritance” in light of other provisions of the will, but rather should have distributed the one-sixth interest in the estate in strict compliance with the laws of intestate succession that were effective on the date of Mathew’s death.

In other words, the laws of inheritance would be determinative irrespective of any contrary intent manifest in the testamentary document. Plence, plaintiff asserts the only question presented is whether an adopted child inherits through, as well as from, his adoptive parents. Because one could inherit through his adoptive parents, plaintiff concludes he is entitled under item 2 to a one thirty-sixth share of the estate.

*576 Defendants of course, seek affirmance of the trial court’s reasoning and conclusion the fractional share of Walter Ray Mathew should be divided only among testator’s lineal descendants.

Plaintiff’s conclusion that under paragraph 3 of item 2 of testator’s will he is entitled to a one thirty-sixth share of decedent’s estate is based primarily on section 600.6, The Code, 1950, which then provided :

“Upon the entering of such decree, the rights, duties, and relationships between the child and the parent by adoption shall be the same that exist between parents and child by lawful birth and the right of inheritance from each other shall be the same as between parent and children born in lawful wedlock.”

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Bluebook (online)
209 N.W.2d 573, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mathew-v-mathew-iowa-1973.