Third National Bank & Trust Co. v. Davidson

157 Ohio St. (N.S.) 355
CourtOhio Supreme Court
DecidedApril 23, 1952
DocketNo. 32701
StatusPublished

This text of 157 Ohio St. (N.S.) 355 (Third National Bank & Trust Co. v. Davidson) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Third National Bank & Trust Co. v. Davidson, 157 Ohio St. (N.S.) 355 (Ohio 1952).

Opinions

Stewart, J.

Section 8030, General Code, effective August 5, 1921, a part of the adoption act, provided:

“* * * and the child shall be invested with every legal right, privilege, obligation and relation in respect to education, maintenance and the rights of inheritance to real estate, or to the distribution of per[360]*360sonal estate on the death of such adopting parent or parents as if born to them in lawful wedlock; provided, such child shall not be capable of inheriting property expressly limited to the heirs of the body of the adopting parent or parents * *

Under this and like provisions of the adoption act as it existed prior to 1921, this court consistently held that an adopted child could inherit from but not through an adopting parent. Quigley v. Mitchell, 41 Ohio St., 375; Phillips, Exr., v. McConica, Gdn., 59 Ohio St., 1, 51 N. E., 445; Albright v. Albright, 116 Ohio St., 668, 157 N. E., 760.

Section 10512-19, General Code, was enacted as a part of the new Probate Code effective January 1, 1932, and there was added to the provisions of Section 8030, General Code, the following language:

* * but shall be capable of inheriting property expressly limited by will or by operation of law to the child or children, heir or heirs at law, or next of kin, of the adopting parent or parents, or to a class including any of the foregoing * * *.”

The purpose of the 1932 amendment was stated as follows in the comment of the Probate Code Committee of the Ohio State Bar Association, which drafted the new enactment:

“All of former G. C. 8030 except the first sentence is included here, and the words ‘but shall be capable of inheriting property expressly limited by will or by operation of law to the child or children, heir or heirs at law, or next of kin, of the adopting parent or parents or to a class including any of the foregoing’ have been added. The new matter permits adopted children to inherit through as well as from the adopting parent.”

In 1946 this court decided the case of Flynn, Admr., v. Bredbeck, 147 Ohio St., 49, 68 N. E. (2d), 75, wherein it was held that as a result of the enactment of Section 10512-19, General Code, an adopted child inherits [361]*361through as well as from his adopting parent. The third paragraph of the syllabus of that case reads:

“3. By the terms of Section 10512-19, General Code (114 Ohio Laws, 474), reciting that an adopted child shall be capable of inheriting property expressly limited by will or by operation of law to the child, heir, or next of kin of the adopting parent, an adopted child was enabled to inherit property through as well as from his adopting parent, whether such property passed by will or by operation of law.”

The doctrine of the Flynn case has very recently been approved by this court. Staley, Admr., v. Honeyman, 157 Ohio St., 61.

Section 10512-19 has since been repealed and reenacted, in 1944 as Section 10512-23 and in 1951 as Section 8004-13, without any change which would affect the issue involved in the present case.

The rationale of the decisions in the present case of both the Probate Court and the Court of Appeals seems to be that Section 10512-19 was in effect at the time the testatrix executed the tenth codicil to her will (although it was not in effect at the time of the execution of her original will); that it must be presumed that testatrix knew the adoption statute; that any child which either of her children might adopt would be in the same class as his or her blood children; and that, therefore, when she provided for her grandchildren, such a provision was for the benefit not only of the blood children of her children but of whatever children testatrix’s children might adopt, unless testatrix limited the provision to the heirs of the body of the adopting parent or parents.

The lower courts reasoned that testatrix made no provision limiting the provisions for her grandchildren to the heirs of the body of her children, and that, therefore, the adopted child of Jefferson Patterson shared under the tenth codicil of her will.

[362]*362We have come to a different conclusion from that of the lower courts.

It must he remembered that the bequests in the tenth codicil were made to the testatrix’s grandchildren directly, and that they inherit under such codicil neither from nor through their parents.

The testatrix was not a party to any adoption proceedings. In truth, no adoption was made until more than five years after her death. She adopted no grandchildren and could not do so for the reason that there is no provision in Ohio for the adoption of grandchildren. We would have a different question before us if she had made the provision in her tenth codicil that property passed to her children and thereafter to her grandchildren or to her children’s children. In fact, in the residuary clause of her will she devised and bequeathed all the residue of her estate to her children in equal proportions and provided that the children of such of her children as should die prior to her decease would take the share their parent would have received, if such parent had survived her.

However, the bequests in the tenth codicil were directly from testatrix to her grandchildren, and her intent must be ascertained from within the four corners of the codicil, although it is presumed that the testatrix knew the adoption statutes in effect at the time she executed the codicil and such statutes must be considered in such ascertainment.

It is argued for the blood children of testatrix’s daughter that the testatrix must have intended her bounty for her blood grandchildren only, for the reason that she used the term, “my grandchildren,” so many times in her will, and that, since the bequests from her did not pass to the grandchildren from their parents and she herself was a stranger to any adoption and no adoption had occurred prior to her death, she must have had in mind only blood grandchildren.

[363]*363It is argued further that the tenth codicil showed a design to include only the children of testatrix’s daughter, for the reason that the codicil contemplated a return of four per cent on a million dollars, which would amount to $40,000; and that $19,000 per annum was bequeathed to parties of the same generation as testatrix, which would leave $21,000, or $5,000 for each of the then living grandchildren and $1,000 for expenses of administration. Further, the codicil provided for a bequest of $10,000 per annum each to the grandchildren, which would come into effect at a time when, in all probability, the beneficiaries of the $19,000 annual bequests had died, and the income from the million dollars would at that time pay the $10,000 per year to the four grandchildren.

The obvious weakness in this argument is that the number of grandchildren might be increased by the birth of additional children to the children of testatrix.

The strongest and almost conclusive indication that testatrix intended only her blood grandchildren to be her beneficiaries under the tenth codicil is the words she used with reference to them. Those words are: “I further direct that out of the net income of said trust fund such trustee shall pay to each of my then living grandchildren, whether born prior or subsequent to my decease * * (Italics ours.)

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Related

Mississippi Valley Trust Co. v. Palms
229 S.W.2d 675 (Supreme Court of Missouri, 1950)
St. Louis Union Trust Co. v. Hill
76 S.W.2d 685 (Supreme Court of Missouri, 1934)
Dulfon v. Keasbey
162 A. 102 (New Jersey Court of Chancery, 1932)
Flynn v. Bredbeck
68 N.E.2d 75 (Ohio Supreme Court, 1946)
Albright v. Albright
157 N.E. 760 (Ohio Supreme Court, 1927)

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Bluebook (online)
157 Ohio St. (N.S.) 355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/third-national-bank-trust-co-v-davidson-ohio-1952.