Pierce v. Pierce

645 P.2d 1353, 198 Mont. 255, 1982 Mont. LEXIS 813
Montana Supreme Court·Decided May 20, 1982·No. 81-156·Published·Cited by 23 cases

Opinion

MR. JUSTICE HARRISON

delivered the opinion of the Court.

James Ray Pierce appeals the judgment entered in the District Court of the First Judicial District, County of Lewis and Clark, State of Montana, dissolving the marriage of the appellant, establishing child custody and child support and awarding maintenance for two children.

This Court on December 8,1981, after examining the record on appeal, noted that the appeal was premature under Rule 54(b), M.R.Civ.P., and returned the case to the District Court pending final judgment. Pursuant to our order, the District Court made a Rule 54(b) certification on December 28, 1981, and returned the case to this Court for final determination on appeal.

The appellant sets forth in his brief two issues for consideration by this Court. We feel the proper issue is a combination of those posed by appellant and can be summarized as whether a stepfather or former stepfather, who has no biological rela *257 tionship to a minor child and who has not legally adopted the child under the proceedings established in Montana’s Uniform Adoption Act or any comparable procedures, has any standing to contest the custody of a child in dispute with the child’s biological mother.

Respondent, the mother, gave birth to a child, Christopher Wade Tichnor, on June 26,1977. At the time of Christopher’s birth, the respondent was unmarried. She testified that she knew the name of the natural father, but that it was not put on the birth certificate, which was left blank. She testified further that she told the doctor to leave the bottom of the birth certificate blank so that, “when I want Christopher to be adopted, then instead of going through any__, that we just get this paper and have it signed and notarized.”

Between four and six months after Christopher was bom, the respondent and the appellant, who had been acquainted for some time, began dating and soon contemplated marrying. They were married on February 20, 1978, at which time Christopher was about eight months old. Both parties testified that before their marriage they discussed what relationship the child would have to the appellant, James Ray Pierce. They both testified that they agreed and intended at that time that the relationship of parent and child would be established between appellant and the child, ultimately through adoption, that the child would bear the Pierce name from and after the time of the marriage of the parties, and that, in turn, the appellant would assume the responsibility of a father of the child.

Following the marriage of the parties, the child lived with and was supported by both parties. Appellant assumed the role of a father during that period of time. During the marriage the parties also discussed consummating a formal adoption of the child by the appellant. They testified that because of their limited financial resources they sought to accomplish the adoption by the most expeditious, inexpensive means. Appellant testified that he contacted an attorney at the Montana State Highway Department, where he worked. Appellant told *258 the attorney that he was the natural father of the child and asked how he could get his name placed on the birth certificate as the father. As a result of advice given appellant by this attorney, both parties executed an affidavit stating that the appellant was the natural father of the child. This affidavit was notarized and executed by both parties with the specific intention that it was accomplishing an “economic adoption.” For unknown reasons, the affidavit was never filed with the Bureau of Vital Statistics.

The parties never began a formal adoption under the procedure set forth in Montana’s Uniform Adoption Act, and on January 21, 1981, the marriage of the parties was dissolved. Thus, at that time, not even the relationship of a stepparent-stepchild existed between the appellant and Christopher Wade.

Appellant argues there was sufficient unimpeached testimony introduced at the trial that an oral valid contract to adopt existed which was enforced and fully executed by both parties thereby creating the relationship of child and parent between appellant and Christopher Wade Pierce. Appellant contends that such contract should be enforced by the court, or, in the alternative, that the court should find that an equitable adoption existed.

Appellant cites and relies on as authority a Montana case, In Re Clark’s Estate (1937), 105 Mont. 401, 74 P.2d 401, for the proposition that there can be a valid equitable adoption or enforcement of a contract to adopt in the State of Montana. He bases his entire case on the “contract to adopt” as a type of equitable adoption, or an adoption by estoppel. As will be noted further, however, the law of Montana and other jurisdictions is clear that such theories have no application to a proceeding, such as this, where a stepfather is seeking to establish custodial rights in his former stepchild against the wishes of the child’s mother.

In Re Clark’s Estate, supra, clearly does not support appellant’s case. There, the “child” in question claimed an adoption in an effort to cut down the inheritance tax by the State of Montana. The stepchild argued that since an “equitable adop *259 tion” had taken place, he should be treated as a child of the decedent for estate tax purposes, thereby reducing the estate tax liability. This Court, in disposing of that argument, held that although Montana does recognize the doctrine of equitable adoption in estate cases, the grant of relief in equity does not undertake to change the legal status of the stepchild from a contract claimant to an “heir” of the decedent. Therefore, since the child had not legally been adopted, he was not entitled to the state inheritance tax exemption afforded the child of the deceased.

The appellant also cites and relies on a number of other cases outside this jurisdiction. Young v. Young (Tex.Civ.App.1976), 545 S.W.2d 551; Sargeant v. Sargeant (1972), 88 Nev. 223, 495 P.2d 618; In the Matter of the Estate of Lamfrom (1962), 90 Ariz. 363, 368 P.2d 318; In Re Grace’s Estate (1949), 88 Cal.App.2d 956, 200 P.2d 189; Chavez v. Shea (1974), 185 Colo. 400, 525 P.2d 1148; Bower v. Landa (1962), 78 Nev. 246, 371 P.2d 657; Jones v. Loving (Okl.1961), 363 P.2d 512; In the Matter of the Estates of Williams (1960), 10 Utah 2d 83, 348 P.2d 683. All of these cases talk about equitable adoption for intestacy purposes only and do not involve true custody cases.

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Pierce v. Pierce, 645 P.2d 1353, 198 Mont. 255, 1982 Mont. LEXIS 813 (Mo. 1982).

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