Miller v. First National Bank & Trust Co.

323 P.2d 885, 133 Mont. 354, 1958 Mont. LEXIS 88
CourtMontana Supreme Court
DecidedApril 3, 1958
DocketNo. 9523
StatusPublished
Cited by4 cases

This text of 323 P.2d 885 (Miller v. First National Bank & Trust Co.) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miller v. First National Bank & Trust Co., 323 P.2d 885, 133 Mont. 354, 1958 Mont. LEXIS 88 (Mo. 1958).

Opinion

MR. JUSTICE ANGSTMAN:

This appeal presents the sole question as to whether an adopted son is “issue” and as such entitled to a legacy passing by the will of testatrix to her son and his “issue.” The trial court answered in the negative. This appeal by the adopted son followed.

The facts are these: Maude W. Miller left a will dated November 7, 1945, which after making specific bequests to desig[356]*356nated persons, gave the residue in trust to her sons Thomas B. Miller and George Ross Miller and the First National Bank & Trust Company of Helena.

The trust in substance, and so far as this ease is concerned, gave the power to invest the trust funds and to pay one-half of the income to Thomas B. Miller and other one-half to George Ross Miller until they arrived at the age of fifty years or sooner died. That if either should die before reaching fifty years of age leaving issue and wife then the son’s share should be divided between such issue and wife.

Maude W. Miller died on February 21, 1946. On March 3, 1950, George Ross Miller and his wife adopted John R. Miller.

George Ross Miller died July 14, 1953, leaving his widow, Mary M. Miller, a daughter by a previous marriage, Jerrine Patreeia Miller Patton, and the adopted son, John R. Miller.

The word “issue” in its commonly accepted sense means “issue of the body, offspring, progeny, natural children, physically born or begotten by the person named as parent. ’ ’ In re Kay’s Estate, 127 Mont. 172, 260 Pac. (2d) 391, 394, and cases therein cited. In that case the court quoted with approval from In re Howlett’s Estate, 366 Pa. 293, 77 A. (2d) 390, 392, as follows: “An adopted child is issue of his natural parents and not of his adopted ones.”

In 95 C. J. S. Wills, sec. 666, pp. 976, 982, it is said: “In the absence of testator’s intention that an adopted child be included, such child will be excluded, since, generally, the term ‘issue’ is intended to refer to natural or blood relationships, or descendants.

“Also, in the absence of an intention to the contrary, the term ‘issue’ may not include a child adopted after the testator’s death. ’ ’

But counsel for appellant relying on the rule stated in In re Sheffer’s Will, 139 Misc. 519, 249 N. Y. S. 102, contend that the will of testatrix must be construed in reference to the law existing when the will was made.

[357]*357In reliance on sections 91-201, 91-202, 91-203, 91-211, 91-218 and 91-219, R. C. M. 1947, they contend that technical words are to be taken in their technical sense and reasoning thnsly, their position is that since section 91-218 provides, in part, that a testamentary disposition to “issue,” “without words of qualification, and when the terms are used as words of donation, and not of limitation, vests the property in those who would be entitled to succeed to the property of such person, according to the provisions of the chapter on succession,” the conclusion follows that the bequest to the “issue” includes an adopted child.

Our adoption statutes affect the relationship of the child and its adoptive parents toward each other. Section 61-134, provides: “A child, when adopted, may take the family name of the person adopting. After adoption, the two shall sustain towards each other the legal relation of parent and child, and have all the rights and be subject to all the duties of that relation. ’ ’

Under such a statute, an adopted child does not obtain the status of a natural child as to relatives of the adoptive parent. 2 C. J. S. Adoption of Children, see. 57, p. 448.

Estate of Pierce, 32 Cal. (2d) 265, 196 Pac. (2d) 1; In re Hayes’ Estate, 161 Or. 1, 86 Pac. (2d) 424, 87 Pac. (2d) 766.

And in the absence of statute cannot inherit from the ancestors of the adoptive parents. 2 C. J. S. Adoption of Children, sec. 63, pp. 452, 455; 1 Am. Jur., Adoption of Children, see. 63, p. 662; Estate of Warr, 111 Colo. 85, 137 Pac. (2d) 408; Estate of Pierce, supra; In re Harrington’s Estate, 96 Utah 252, 85 Pac. (2d) 630, 120 A. L. R. 830.

Our succession statutes, referred to in section 91-218, are sections 91-401 et seq. They provide to whom the property of a decedent shall pass if he dies intestate.

Under section 61-134, an adopted child inherits from his adoptive parent. In re Pepin’s Estate, 53 Mont. 240, 163 Pac. 104.

But had Maude W. Miller died intestate the adopted child of her- son, George Ross Miller, would not have been entitled to [358]*358share in the estate of Mande W. Miller under the rule of the above-cited cases and hence section 91-218, does not alter the general rule that “issue” does not include an adopted child when such adopted child seeks to inherit property not from, but through his adoptive parent.

All that is meant by section 91-218 is that when anyone makes a testamentary disposition of his property to the “issue” of his natural son, it is to be understood that by the word “issue” he meant only “those who would be entitled to succeed to the property of such person, according to the provisions of the chapter on succession.” But this does not mean that where as here the property passed first to the son of testatrix with the remainder over to the issue of the former that the meaning of the word “issue” is controlled by section 91-218.

In fact section 91-219 greatly restricts the force of section 91-218. Section 91-219 provides:

‘ ‘ The terms mentioned in the last section are used as words' of donation, and not of limitation, when the property is given to the person so designated directly, and not as a qualification of an estate given to the ancestor of such person.”

Section 91-218 then has application only to a case where the donation is made by the testator directly to the person designated therein and does not apply to a case such as this where the bequest was given to the adoptive parent of such adopted child and where the latter is designated only as the issue of testatrix’ son and particularly where, as here, the adoption did not take place until after the death of testatrix. In effect our statutes follow the rule recognized by courts generally.

Thus in Brunton v. International Trust Co., 114 Colo. 298, 164 Pac. (2d) 476, the Supreme Court of Colorado considered a trust much like the one before us here.

In that case Carville Brunton, the adopted child of John D. Brunton, claimed the same rights under a trust made by Hath[359]*359arine and David Brnnton, the parents of John D. Brnnton, as if he were the lawful issue of John D. Brunton.

The lower court held that he had those rights, but the Supreme Court reversed saying: “In considering this question we are confronted with a general rule or presumption which has been given wide application in cases involving the interpretation or construction of wills and trusts involving the rights of adopted children. It is stated in the well known case of Woodcock’s Appeal, 103 Me. 214, 68 A. 821, 822: ‘Where one makes provision for his own “child or children,” by that designation, he should be held to have included an adopted child, since he is under obligation in morals, if not in law, to make provision for •such child.’ Citing Virgin v. Marwick, 97 Me. 578, 55 A. 520, and Martin v. Aetna Life Ins. Co., 73 Me. 25.

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Related

Cutrer v. Cutrer
334 S.W.2d 599 (Court of Appeals of Texas, 1960)
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336 P.2d 701 (Montana Supreme Court, 1959)

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Bluebook (online)
323 P.2d 885, 133 Mont. 354, 1958 Mont. LEXIS 88, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-first-national-bank-trust-co-mont-1958.