Phillips's Estate

17 Pa. Super. 103, 1901 Pa. Super. LEXIS 261
Superior Court of Pennsylvania·Decided May 23, 1901·No. Appeal, No. 42·Published·Cited by 8 cases

Opinion

Opinion by

Rice, P. J.,

The testator died June 5, 1898. His will, dated December 13, 1890, contained this clause:

“ I give and bequeath unto my beloved adopted daughter, Maggie Morgan, wife of Joseph Morgan, one house and lot,’ situated on the north side of Mahanoy Street, in Mahanoy City, being Block 44, and Lot 4, together with Fifteen Hundred Dollars in cash.”

Further on is the following clause:

“ I will and bequeath unto my beloved granddaughter, May Morgan, the daughter of Joseph Morgan and Maggie Morgan, his wife, one organ, now on my premises.”

Maggie Morgan, above referred to, died on October 21,1896, leaving to survive her her husband and two minor children, the appellants in this case.

The appellants filed exceptions to the executors’ .account, which the court dismissed, because, to adopt the language of the adjudication, “ The said Richard H. and Thomas H. Morgan have no interest in, nor can they have any benefit from the devise or legacy to Maggie Morgan, their deceased mother.” Outside the will there is no evidence that Maggie Morgan was the adopted daughter of the testator. On the contrary, the allegation of the petition of the executors, that she had not been lawfully adopted by him, was not traversed, and Joseph Morgan, the father and next friend of the appellants and the husband of Maggie Morgan, when under cross-examination, admitted that he did not know of any record of such adoption. But it is claimed, first, that the will itself, being under seal, was equivalent to a deed of adoption; or, second, is conclusive evidence of a prior adoption. Neither of these positions can be sustained. As the learned judge below well says, the will did not take effect until the death of the testator, and at that time Maggie Morgan was deceased. Therefore it could not operate as a deed of adoption. Nor can we regard the will, either as furnishing conclusive evidence of the fact of a prior adoption, or, under the [106]*106circumstances above alluded to, as dispensing with other proof. The uncontradicted averment of the executors’ petition, taken in connection with the admission of the respondent when under cross-examination, were sufficient, in the absence of other evidence, to warrant a finding that the fact of adoption was not proved.

But, assuming that Maggie Morgan was the lawfully adopted child of the testator, what are the rights of her children? The proper determination of this question involves a consideration "of the 12th section of the Act of April 8, 1838, P. L. 250, which provides that no devise or legacy in favor of a child or other lineal descendant of a testator shall be deemed or held to lapse by reason of the decease of such devisee or legatee in the lifetime of the testator, if such devisee or legatee shall leave issue surviving the testator; also the Act of May 4,1855, P. L. 431, as amended by the Act of May 19, 1887, P. L. 125, relative to the adoption of children by proceedings in the common pleas; also the Act of April 2, 1872, P. L. 31, relative to the adoption of children by deed duly executed and recorded. For present purposes we may assume that a child adopted by deed, duly executed and recorded, as provided in the act of 1872, has the same rights as a child duly adopted by proceedings in court. Referring then to the act of 1887, we find that it authorizes a decree that such child shall assume the name of the adopting parent and have all the rights of a child and heir of such adopting parent, and be subject to the duties of such child. Manifestly the legislature did not contemplate a devise or legacy in favor of an adopted child in the enactment of 1833, because at that time it was not in the power of an individual, by the common law of England or this state, to adopt the child of another as his own. This was first authorized by the act of 1855: Ballard v. Ward, 89 Pa. 358. Nor is there any later act which, in express terms, has extended the provisions of the act of 1833 to legacies or devises in favor of adopted children. It is contended, however, that as an adopted child has all the rights of a child and heir of the adopting parent, he must now be regarded as a child within the true intent and meaning of the act of 1833. In support of this argument, the appellants’ counsel cites several cases, some of which we shall briefly consider.

The first in order of time is McGunnigle v. McKee, 77 Pa. 81. [107]*107In that case land was devised in 1834 to the testator’s son Thomas, his heirs and assigns, with the proviso that if Thomas should die without an heir, “ then all bequeathments herein before made by me to him shall be equally divided between my son Alexander and his children.” Thomas had an illegitimate daughter, who was legitimatized by an act passed in 1858, and made “ capable to inherit and transmit any estate as fully as if she had been born in lawful wedlock.” It was held, following Killam v. Killam, 39 Pa. 120, and Miller’s Appeal, 52 Pa. 113, that the legislature had power to remove the legal taint of illegitimacy for all purposes of future inheritance, and that the testator must be presumed to have made his will with that power in view, and hence that the words “die without an heir ” were to be construed as meaning “ die without a child capable of inheriting from him.” It is to be observed, with regard to this case, that there was no doubt as to the intention of the legislature. The only questions were, first, as to the intent of the testator; and, second, as to the power of the legislature. We fail to see that the case aids materially in the solution of the question before us.

In Johnson’s Appeal, 88 Pa. 346, the testatrix devised real estate to her executors, in trust, to pay over the rents, issues and profits to her son for life, and upon his death, to convey the real estate to such person or persons as would by the intestate laws be entitled to the.same if he had died intestate, seized thereof in fee. It was held that a child adopted by the son, under the provisions of the act of 1855, after the death of the testatrix, was entitled to the estate. In the concluding part of the opinion, Mr. Justice Gojrdon said: “ One of two things may be regarded as reasonably certain, either Mrs. Johnson did know and understand the intestate laws, to which she so distinctly and emphatically refers, and so must have known that her son had power to introduce into the succession one not of her blood; or she was indifferent as to what might become of the residue of her estate after her son’s death, and therefore intrusted the disposition thereof to those laws, without caring to inform herself particularly concerning their provisions.” It is thus seen that the case turned upon the construction of the will, and cannot be regarded as authoritatively deciding that the [108]*108status of an adopted child is in all respects the same as that of a child born in lawful wedlock.

In Rowan’s Estate, 132 Pa. 299, it appeared that the testator had adopted a child prior to his marriage. His widow elected to take the share of the estate to which she would have been entitled under the intestate laws, and it was claimed upon her behalf that as the decedent died without issue, she was entitled to one half of the personalty. This position was not sustained by the court, but it was held that as against the widow, the adopted child had all the rights of a child in fact in the distribution of the estate.

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Phillips's Estate, 17 Pa. Super. 103, 1901 Pa. Super. LEXIS 261 (Pa. Ct. App. 1901).

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