Merrill v. Mother Church

214 Cal. App. 2d 39, 29 Cal. Rptr. 98, 1963 Cal. App. LEXIS 2570
CourtCalifornia Court of Appeal
DecidedMarch 14, 1963
DocketCiv. No. 26411
StatusPublished
Cited by1 cases

This text of 214 Cal. App. 2d 39 (Merrill v. Mother Church) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merrill v. Mother Church, 214 Cal. App. 2d 39, 29 Cal. Rptr. 98, 1963 Cal. App. LEXIS 2570 (Cal. Ct. App. 1963).

Opinion

ASHBURN, J.

In this heirship proceeding petitioner-appellant, Beverly Duffill Merrill, seeks to establish that she is an heir of her paternal grandmother, Martha J. Garey, who died testate in 1960. Petitioner claims to be a pretermitted heir.

Petitioner’s mother divorced her natural father in 1931, and married Gregor Merrill in 1933. The natural father, a son of the decedent, died in 1934. Gregor Merrill adopted petitioner in 1939 when she was 10 years old.

The only question to be determined is whether petitioner is an heir of decedent and as such entitled to succeed to the natural grandmother’s estate. This turns on the proper interpretation of section 257 of the Probate Code which, as amended in 1955, states: “An adopted child shall be deemed a descendant of one who has adopted him, the same as a natural child, for all purposes of succession by, from or through the adopting parent the same as a natural parent. An adopted child does not succeed to the estate of a natural parent when the relationship between them has been severed by adoption, nor does such natural parent succeed to the estate of such adopted child, nor does such adopted child succeed to the estate of a relative of the natural parent, nor does any relative of the natural parent succeed to the estate of an adopted child,” (Italics added.)

[41]*41From the enactment of the Probate Code in 1931 until section 257 was amended in 1955, the section read as follows: “An adopted child succeeds to the estate of one who has adopted him, the same as a natural child; and the person adopting succeeds to the estate of an adopted child, the same as a natural parent. An adopted child does not succeed to the estate of a natural parent when the relationship between them has been severed by the adoption, nor does such natural parent succeed to the estate of such adopted child.”

Appellant contends that section 257 is ambiguous and that the meaning of the portions which are emphasized above has never been judicially determined; also that the 1955 amendment of the statute did not change the existing law so as to affect the rights of an adopted child to succeed to the estate of a relative of the natural parent when the natural parent died before the adoption of the child.

The argument is that the statute is only applicable “when the relationship between them [parent and child] has been severed by adoption,” but not when the parent died before the adoption. Counsel say that in this case the relationship between the parent and child was severed by the death of the father, not by the adoption, and therefore section 257 does not apply. They also contend that the word “such” (above emphasized in the statute) relates back, and would have that clause read, “nor does such adopted child [when the relationship between the parent and child has been severed by adoption] succeed to the estate of a relative of the natural parent. ”

Counsel assert that any other interpretation would in effect make the emphasized words meaningless; that the Legislature could have left out the clause, “when the relationship between them has been severed by adoption,” if it did not intend to imply that adoption does not inevitably sever the relationship of parent and child, and if it did the Legislature need only have used the words “an adopted child”—which in fact it did use.

“It is a cardinal rule of statutory construction that in attempting to ascertain the legislative intention effect should be given, whenever possible, to the statute as a whole and to every word and clause thereof, leaving no part or provision useless or deprived of meaning.” (Weber v. County of Santa Barbara, 15 Cal.2d 82, 86 [98 P.2d 492].) The clause “when the relationship between them has been severed by adoption” is important to the meaning of the statute, but not as appellant contends.

[42]*42The first sentence of the original section uses the word “succeeds,” but it was changed by the amendment to constitute the adopted child “a descendant” of the adopting parent and declares this not to be merely for purpose of succeeding to his estate, but “for all purposes of succession by, from or through the adopting parent the same as a natural parent.” (Italics added.) Plainly, this 1955 language implies the substitution, for inheritance purposes, of the adopting parent’s family for that of the adoptee’s clan. But the second sentence of the amendment supplements and clarifies the first. It retains the language of the second sentence of the 1931 text—“when the relationship between them has been severed by adoption”—and adds thereto, “nor does such adopted child succeed to the estate of a relative of the natural parent, nor does any relative of the natural parent succeed to the estate of an adopted child.” This latter clause emphasizes the legislative intent to substitute the adoptive family for that of the natural family for inheritance purposes in case of adoption, and the clause relating to the effect of severance of the relationship of parent and child through the act of adoption remains as it was before.

The reason for this last mentioned provision seems apparent and is suggested by Estate of Mercer, 205 Cal. 506 [271 P. 1067]. The question there presented was whether an adopted daughter or the sister of the widow of an adopting parent was entitled to nominate an administrator of an intestate decedent. This turns, of course, upon the right to inherit. In 1873 W. L. Mercer adopted Hermina Augusta Tappendorf. He died in 1908, bequeathing his estate to his widow, Anna B. Mercer. She died intestate in 1927, leaving an estate which was formerly community property of her husband and herself. She left no issue or parents surviving and her nearest blood kin was a sister, Maria Benson Emery. In a contest over granting of letters the court ruled in favor of the adopted daughter and against the sister. Upon appeal the ruling turned upon the right of the adopted daughter to succeed to said erstwhile community property. The statutes involved were section 228 of the Civil Code and subdivision 8 of section 1386, Civil Code.1 At page 510 the court said: 1 ‘ There is nothing in section 228 that in any way contemplates termination of the status of an [43]*43adopted child when once it is lawfully fixed (Estate of Jobson, 164 Cal. 312 [128 P. 938, 43 L.E.A.N.S. 1062]; Estate of Hunsicker, 65 Cal.App. 114, 118 [223 P. 411]). Neither the death of the adopter nor of the adopted child would have any such effect.” In other words, the interest of the adopted child vests upon the death of the natural parent when that occurs before adoption and any statute which would attempt to divest it as an incident to the subsequent adoption by another would be not only highly inequitable but also subject to serious charge of unconstitutionality.

Estate of Pillsbury, 175 Cal. 454, 459 [166 P. 11, 3 A.L.R. 1396], states the proposition more clearly: “Thus we come to the fundamental question—the effect upon the rights of the minors of their adoption as children into the family of A. C. Pillsbury. Unquestionably, since this followed the death of their father, it did not affect their status as his heirs. Whatever rights as heirs had descended to them upon the death of their ancestor they still retained.”

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Related

Estate of Garey
214 Cal. App. 2d 39 (California Court of Appeal, 1963)

Cite This Page — Counsel Stack

Bluebook (online)
214 Cal. App. 2d 39, 29 Cal. Rptr. 98, 1963 Cal. App. LEXIS 2570, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-v-mother-church-calctapp-1963.