Trantham v. Trice

567 S.W.2d 389, 1978 Mo. App. LEXIS 2141
CourtMissouri Court of Appeals
DecidedMay 1, 1978
DocketNos. KCD 29086 and KCD 29069
StatusPublished
Cited by4 cases

This text of 567 S.W.2d 389 (Trantham v. Trice) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trantham v. Trice, 567 S.W.2d 389, 1978 Mo. App. LEXIS 2141 (Mo. Ct. App. 1978).

Opinion

PRITCHARD, Judge.

This is an action to construe the last will and testament of William Rice Challis, deceased, who died on September 16,1974, the will having been executed by him on June 26, 1943, and his wife, Margaret Challis, having predeceased him.

Item III of the will left to Helen Reagan $1.00. Item V of the will left the residue of the estate, “in equal shares to Madeline Peters, Ruth Jordan, Chloe Jordan, and Vera Wiedmeyer; but in case any of them shall have died in my lifetime leaving issue living at my death such issue shall take the share which his or her parent would have taken had such parent survived; and if no issue shall have survived said named devi-see and beneficiary who died in my lifetime, then I give, devise and bequeath the share given to her to the individuals named in this item who do survive me, to be divided equally among them.”

Ruth Jordan and Chloe Jordan predeceased testator without leaving issue. [391]*391Madeline Peters, who was a niece of testator’s wife, predeceased him, but left two adopted children, respondents George D. Peters (who was adopted November 18, 1937) and John D. Peters (who was adopted May 21,1936). Vera Wiedmeyer, a niece of testator, also predeceased testator leaving as her issue appellant, Sarah Jane Bess. Appellant, Helen Reagan (who was bequeathed $1.00) is a daughter of testator’s brother, John Challis. Jennie Trantham was a sister of testator, not mentioned in the will. Jennie died during the pendency of this appeal, and Harry T. Limerick, Jr., executor of her estate, was substituted in her place as a party.

This appeal revolves around the construction of the will by the trial court, giving to respondents Peters one-fourth each of the residuary estate (a total of one-half), and each of appellants attack that interest awarded to the Peters.

Sarah Jane Bess presents her contentions in three aspects: First, that respondents Peters, having been adopted by Madeline, are not “issue”; secondly, that the construction of the will must avoid partial intestacy; and thirdly, that the anti-lapse statute, § 474.460, RSMo 1969, applies because Madeline Peters was not a relative of testator, hence the Peters, because of the lapse of the devise to Madeline, cannot take her share. Sarah Jane concludes that she “takes the entire residuary estate, or at worst, if the Peters are ‘issue’ [she] takes ¾ and the Peters divide of the residuary estate.” As to the contention that the adopted children are not “issue” as that term is used in the will, Sarah Jane adopts the reasons presented in the brief of Jennie Trantham and Helen Reagan. The matter of whether respondents Peters, having been adopted, are “issue” will first be discussed.

As noted, the will was executed on June 26, 1943. It is the “general rule that whether an adopted child is embraced within the meaning of a described class of beneficiaries in a will is governed by the law in force at the time the will or other instrument was executed. (Citing cases and authority.)” First National Bank of Kansas City v. Sullivan, 394 S.W.2d 273, 281[7] (Mo.1965), and cases and authority there cited. At the time of the execution of the will, and prior to the 1947 amendment to the adoption statute (now § 453.090, RSMo 1969), the Adoption Act of 1917 was in force (L.1917, p. 194). The 1917 Act provided, in essence, that all adopted children shall take, under intestate succession, as would a natural born child, unless the property is expressly limited to “heirs of the body.” [The present statute, § 453.090, extends the inheritance and taking rights to property limited expressly to heirs of the body of parents by adoption.] Cases construing the 1917 Act as to the effect of adoption are these: St. Louis Union Trust Co. v. Hill, 336 Mo. 17, 76 S.W.2d 685 (1934), where the testator made his will and died a year later, leaving a life estate to his children with remainder to their “heirs at law.” Eleven years later a son adopted his wife’s two sons by her previous marriage. The testator’s daughters contended that he intended to limit the remainder to those of his blood, and not to strangers. The court allowed the adoptive children to take their share of the remainder, saying that if the testator “did not want an adopted child to have any of his property he could have easily provided for such contingency in his will by expressly limiting his property to go to the bodily heirs of his son, but he did not do so.” Loe. cit. 76 S.W.2d 689[7], In Brock v. Dorman, 339 Mo. 611, 98 S.W.2d 672 (1936), James Brock, who died in 1915, devised land to his son, Samuel, “ ‘to have and to hold, during his natural life and after his death to go to his heirs.’ ” Samuel and his wife, 2½ years before his death, adopted 43 year old Frances' Hickey by judicial decree. Frances deeded the land to her mother, Nora, the plaintiff, by warranty deed prior to Samuel’s death, and by quit-claim deed thereafter. Defendants contended that during the life of James Brock, the law was that the adopted child did not inherit the estate of any member of the adopting family, other than the adopting parent, and so did not inherit the estate of the ancestors or collateral kin of the adopting parent. It was held that Frances Hickey was an “heir” [392]*392of the life tenant and took the remainder as such, the court stressing the difference between a devise to the testator’s heirs, and a devise to the heirs of someone else. More directly in point is Kindred v. Anderson, 357 Mo. 564, 209 S.W.2d 912 (1948). There the testatrix died in 1900, a little over two years after executing her will. The will provided that “in the event that [a son] shall die without issue then the whole of my said property shall be divided equally among all of the above children.” In 1934, the son adopted his wife’s daughter by a previous marriage, and the son died in 1946, having outlived the other children of testatrix who were mentioned in the will. A nephew of the son brought the action to quiet title and for partition against the son’s widow and adopted daughter contending that the defeasance clause “9” which provided that if the son die without issue meant blood issue or heirs of his body, whereas he left only his adopted daughter. The court noted, 357 Mo. at page 572, 209 S.W.2d at page 918[6 — 9], citing cases, that “ ‘The word “issue” as used in wills is an ambiguous term’ ”, and considered all of the circumstances in existence at the time of execution of the will, and held, page 920[15, 16], “We think there was sufficient evidence on the first branch of the case to show the testatrix intended that the survival of William by a child, either natural born or adopted, or a lineal descendant there-through, would vest the unconditional fee title in him. Specifically, we hold Beulah Timberlake was William’s ‘issue’.” In this connection the court noted at page 916 that Beulah was the son’s “issue” at the time of his death because she had been adopted in 1934 under the liberal provisions of Sec. 9614 [Laws Mo.1917, p. 134]. See also St. Louis Union Trust Co. v. Greenough, 282 S.W.2d 474

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Bluebook (online)
567 S.W.2d 389, 1978 Mo. App. LEXIS 2141, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trantham-v-trice-moctapp-1978.