Minary v. Citizens Fidelity Bank & Trust Co.

419 S.W.2d 340, 1967 Ky. LEXIS 149
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJune 9, 1967
StatusPublished
Cited by18 cases

This text of 419 S.W.2d 340 (Minary v. Citizens Fidelity Bank & Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Minary v. Citizens Fidelity Bank & Trust Co., 419 S.W.2d 340, 1967 Ky. LEXIS 149 (Ky. 1967).

Opinion

*341 OSBORNE, Judge.

This is an action for the construction of the will of Amelia S. Minary. The will was executed on the fourth day of April, 1932. After making several bequests of cash to various beneficiaries to pass immediately, the will creates a trust, the income of which is directed to be paid to Thomas J. Minary, husband of Amelia Minary and to her three sons, James S. Minary, Thomas Helm Min-ary, and Alfred D. Minary. The proceeds of the trust are to be paid in the “absolute and uncontrolled discretion” of the trustees. The trust terminates upon the death of the last surviving beneficiary, and upon termination, the corpus is to be distributed as follows:

“After the Trust terminates, the remaining portion of the Trust Fund shall be distributed to my then surviving heirs, according to the laws of descent and distribution then in force in Kentucky, and, if no such heirs, then to the First Christian Church, Louisville, Kentucky.”

The testatrix died in 1932 and her husband died in 1935. Left surviving Thomas were two children, Thomas H. Minary, Jr., and Amelia Minary Gant. James and Alfred, the other two sons, died without issue. After testatrix’s death, Alfred married Myra Galvin Minary in 1934 and, prior to his death in 1959, he adopted her as his child. The adoption resulted in litigation before this court. See Minary v. Minary, Ky., 395 S.W.2d 588.

The question herein presented is, “Did Alfred’s adoption of his wife Myra make her eligible to inherit under the provisions of his mother’s will?” More specifically, the question is, “Is Myra included in the term ‘my then surviving heirs according to the laws of descent and distribution in force in Kentucky ?’ ”

This has revived a lively question in the jurisprudence of this state and presents two rather difficult legal problems. The first being under what conditions, if any, should an adopted child inherit from or through its adoptive parent? We have encountered little difficulty with the problem of inheriting from an adoptive parent but the question of when will an adoptive child inherit through an adoptive parent has given us considerable trouble. As late as 1945 in Copeland et al. v. State Bank and Trust Company et al., 300 Ky. 432, 188 S.W.2d 1017, we held without hesitation or equivocation that the words “heirs” and “issue” as well as “children” and all other words of similar import as used in a will referred ony to the natural blood relations and did not include an adopted child.

In 1950, in Isaacs v. Manning et al., 312 Ky. 326, 227 S.W.2d 418, we adopted the contrary position and held that an adopted child was included in the phrase “heirs at law” wherein a will devised property to designated children and then upon their death to their heirs at law. In the course of the opinion, we said, “where no language [shows] a contrary intent * * * an adopted daughter clearly falls within the class designated.” In this case we distinguish the Copeland case, supra.

In 1953, in Major v. Kammer et al., Ky., 258 S.W.2d 506, we again held that an adopted child was included in the term “heirs at law,” basing our decision upon the legislative changes made in the adoption laws and overruling Copeland v. State Bank and Trust Company, supra. In Edmands v. Tice, Ky., 324 S.W.2d 491, which was decided in 1959, we held that where testator used the word children, an adopted child could inherit through an adopted parent the same as if heirs at law or issue had been used.

At this point in the evolution of the question in our court we seem to have accomplished a complete 180° turn from the position which we held in 1945 in Copeland v. State Bank and Trust Company, supra. However, our agonies did not cease here, for in 1965 in the case of Wilson v. Johnson, Ky., 389 S.W.2d 634, we overruled Edmands v. Tice, supra, holding that where the word “children” was used in a will the *342 testator uses it in its natural sense or “he is thinking of and [intending] to use the word in its commonly accepted meaning,” and thereby restricts the class to those persons who are actually born of the parent or if adopted, were adopted as children. 1

From the foregoing we conclude that when Amelia S. Minary used the phrase, “my then surviving heirs according to the laws of descent and distribution then in force in Kentucky,” she included the adoptive children of her sons. This leaves us with the extremely bothersome question of: “Does the fact that Myra Minary was an adult and the wife of Alfred at the time she was adopted affect her status as an ‘heir’ under the will?” KRS 405.390 provides: “An adult person * * * may be adopted in the same manner as provided by law for the adoption of a child and with the same legal effect * * *.”

KRS 199.520 provides:

“From and after the date of the judgment the child shall be deemed the child of petitioners and shall be considered for purposes of inheritance and succession and for all other legal considerations, the natural, legitimate child of the parents adopting it the same as if born of their bodies.”

It would appear from examination of the authorities that the adoption of an adult for the purpose of making him an heir has been an accepted practice in our law for many years. However, here it should be pointed out that the practice in its ancient form made the person so adopted the legal heir of the adopting party only. This court has dealt with the problem of adopting adults for the purpose of making them heirs on several occasions. In Woods v. Crump, 283 Ky. 675, 142 S.W.2d 680, a grantor by deed conveyed certain property to his daughter during her natural life then to her “heirs” for the consideration of natural love and affection. The deed was executed in 1893. In 1933, approximately forty years after the execution of the deed and after the death of the grantor, the grantee and her husband adopted appellant Woods, who was then an adult 32 years of age, as their heir. We held that appellant could not take the property as an heir of his adoptive parents, that he could inherit “from” them but not “through” them. However, in the course of the opinion we did not distinguish between the rights of an adopted adult and those of an adopted child. Therefore, the result probably would have been the same had the appellant been an infant when adopted. In the course of the opinion we stated:

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Bluebook (online)
419 S.W.2d 340, 1967 Ky. LEXIS 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/minary-v-citizens-fidelity-bank-trust-co-kyctapphigh-1967.