Ratermann v. Ratermann

405 S.W.2d 891, 1966 Mo. LEXIS 700
CourtSupreme Court of Missouri
DecidedSeptember 12, 1966
Docket51590
StatusPublished
Cited by7 cases

This text of 405 S.W.2d 891 (Ratermann v. Ratermann) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ratermann v. Ratermann, 405 S.W.2d 891, 1966 Mo. LEXIS 700 (Mo. 1966).

Opinion

BARRETT, Commissioner.

This is an action by executors and others to construe certain trusts, particularly the language of three of nine irrevocable inter vivos trusts created by Henry Ratermann, Sr., on May 26, 1905. Ultimately the trusts were all for the benefit of Mr. Ratermann’s wife Catherine and their eight sons and daughters for life with gifts over upon termination of the trusts. One of the sons, Charles, was an incompetent, was never married and had no children. One of the daughters, Sophia, together with her husband, Joseph Kreikemeier, on September 6, 1918, adopted a son, Victor. Sophia died in 1928 and on April 11, 1931, her husband, Joseph, adopted Madeline. Victor died intestate on September 6, 1961, predeceased by his adoptive father Joseph. The trust for the benefit of Charles terminated upon his death on September 17, 1958, and the other two trusts involved here, the one for the settlor’s wife Catherine and the other for his daughter Sophia, terminated on February 18, 1953, fifteen years after his death. Madeline Kreikemeier claims an interest of the value of $28,000 in these three trusts. In the language of her brief, she claims that interest “as the sole heir of Victor,” she says “that although she was adopted by only one of the adoptive parents of Victor Kreikemeier, she has thereby become, to all intents and purposes, a natural sister of Victor Kreikemeier, and that she is entitled to succeed to any interests he may have derived in consequence of his having been adopted by Sophia Ratermann Kreikemeier and having thus become ‘issue’ of Sophia and an ‘heir’ of the settlor.” Thus Madeline says that she is not claiming to share in the three trusts “in her own right but as the sole heir of Victor Kreikemeier, deceased intestate, her brother by adoption.” The other life beneficiaries left children or grandchildren who succeeded to the corpus of the other six trusts on termination and only the trusts for Charles, Sophia, and their mother are involved here. The trial court found that Madeline had no interest whatever in the Ratermann trusts and she has appealed.

Insofar as material, the question presented here turns upon the construction to be placed upon this language in the three trusts, first to the wife Catherine who predeceased her husband:

“ * * * the remainder shall vest absolutely in my beloved children Henry, Jr., George, Katie, Charles, Sophia, Alois, Regina and Joseph share and share alike subject to the provisions hereafter made and provided that in case any of my said children be dead, the issue of such deceased child shall take the portion the deceased father or mother would have taken if living, the division to he per stirpes and not per capita, and in default of such issue my heirs shall take per stirpes and not per capita.”

Second, as to the daughter Sophia, there was a conclusion excluding her husband from any benefit, enjoyment or interference and free from any “marital rights” of any husband, but as to the gift over:

“If my said daughter Sophia Rater-mann die leaving issue, such issue shall together receive and take as much as the *893 said Sophia Ratermann would have taken hereunder, if living, but the division shall be according to the root (per stirpes) and not by the head (per capita) and if said Sophia Ratermann die without leaving issue my heirs shall take per stirpes and not per capita.”

And third, as to his son Charles, “(t)here being a necessity for special provision for my son Charles on account of his misfortune,” the settlor concluded:

“ * * * if my said son die leaving issue, said issue shall take per stirpes and not per capita and if he leave no issue then my heirs shall take per stirpes and not per capita and full title shall not vest in said issue or in my heirs as the case may be, until fifteen (15) years after my death * *

The appellant, Madeline, contends that the language of the quoted provisions designate and define “a class” and constitute “a class gift” and concludes because of the rather recently (1917, 1943) changed and liberal policy toward adopted persons (RS Mo 1959, §§ 453.090, 453.150, V.A.M.S.) adopted children fall within the class “limited to issue of the primary beneficiaries (the life tenant wife and children) or heirs of the settlor” because the statutes now place “an adopted child in the bloodstream both of his adoptive parents and of the ancestors of the adoptive parents.” The appellant urges that the court erred as a matter of law in concluding that Victor, the adopted son of Sophia and Joseph Kreike-meier, was not within the class of distrib-utees designated by the settlor. She says that Victor was entitled to share in the Ratermann trusts “both as issue of Sophia and as an heir of the settlor (Henry Rater-mann, Sr.) because the law in effect at the time of termination of the trusts governed his status as such and brought him within those classes.” To reach this result the appellant contends that the meaning of the word “child” and other definitive language is not to be determined as of the date of the trusts, 1905, but that the settlor’s intent, particularly as to adopted persons, is to be determined by the law in force as of the date when the trusts terminated, here in 1953 and 1961. According to the law on those dates, the termination of the trusts, the appellant contends that an adopted child “derived the same status from this law as would have been accorded a natural child.” Her principal reliance to establish these propositions is upon the cases of Vreeland v. Vreeland, Mo., 296 S.W.2d 55 and St. Louis Union Trust Co. v. Hill, 336 Mo. 17, 76 S.W.2d 685. Having thus demonstrated these propositions it is concluded that “Appellant Madeline Kreikemeier, as the adoptive sister of Victor Kreikemeier, is entitled to succeed to his interest in the trust estates by intestate succession because both the law and public policy respective of adoption in Missouri place her in the relation of a natural sister to him.”

The appellant’s claims have been set forth in more or less elaborate detail to the end that her theory of her right to succeed to an interest in these inter vivos trusts may plainly appear inasmuch as it is not proposed in this opinion to analyze and consider the arguments one by one. There are currently under submission in this court three cases concerned with the rights of adopted persons, they are all complex and perplexing and unless compelled by the particular case it is neither necessary nor desirable to attempt a general consideration of the law of adoption, its philosophy and theory. In the particular circumstances of this record there are precisely controlling cases and they distinguish the cases relied upon by the appellant, including Commerce Trust Co. v. Weed, Mo., 318 S.W.2d 289, and it is not necessary to elaborate on them here and again note the distinctions in facts or controlling principles. The controlling cases to list only four are First National Bank of Kansas City v. Sullivan, Mo., 394 S.W.2d 273; Leeper v. Leeper, 347 Mo. 442, 147 S.W.2d 660

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Bluebook (online)
405 S.W.2d 891, 1966 Mo. LEXIS 700, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ratermann-v-ratermann-mo-1966.