Peele v. Finch

• Citation: 284 N.C. 375,200 S.E.2d 635
• Decision Date: 12 December 1973
• Docket Number: No. 46,46
• Court: United States State Supreme Court of North Carolina
• Parties: Edna B. PEELE, widow v. Eugene FINCH et al.

Page 635

200 S.E.2d 635

284 N.C. 375

Edna B. PEELE, widow v. Eugene FINCH et al.

No. 46.

Supreme Court of North Carolina.

Dec. 12, 1973.

Vernon F. Daughtridge, Wilson, for respondent appellants.

Fields, Cooper & Henderson by Leon Henderson, Jr., Rocky Mount, for petitioner appellee.

LAKE, Justice.

At the death of the testator, Laura Brown Finch had no children and it could not be known whether she would have children. Consequently, the will of B. W. Brown devised the land in question to her for life with a contingent remainder to her children, if any, and an alternative contingent remainder in her brothers and sisters and the issue of those who predeceased her. Lawson v. Lawson, 267 N.C. 643, 148 S.E.2d 546. The interests of her brothers and sisters and of the issue of those who might predecease her did not vest until the death of Laura Brown Finch. Thus, those who, at the death of Laura Brown Finch, met the description of the class, 'her brothers and sisters' and 'the issue of those that may be dead,' became the owners of the land and are now entitled to share in its proceeds. Lawson v. Lawson, supra; Strickland v. Jackson, 259 N.C. 81, 130 S.E.2d 22; Trust Co. v. Lindsay, 210 N.C. 652, 188 S.E. 94; Fulton v. Waddell, 191 N.C. 688, 132 S.E. 669.

The sole question presented by this appeal is whether Irene P. Glover, the adopted daughter of a sister of Laura Brown Finch, whose adoption occurred after the death of the testator, is 'issue' of her adoptive mother within the meaning of the will and thus entitled to share in the proceeds of the land.

We are not here concerned with the right of the adopted child to inherit, through the statutes of descent and distribution, from her adoptive parent or, through such parent, from that parent's intestate ancestor or collateral relative. That right is given her by G.S. § 48--23(1). Thomas v. Thomas, 258 N.C. 590, 129 S.E.2d 239. The question before us is whether the adopted child takes under the will of her adoptive mother's father, B. W. Brown. That depends upon whether she is 'issue' of her parent within the meaning of the will. Thomas v. Thomas, supra; In Re Heard's Estate, 49 Cal.2d 514, 319 P.2d 637; Thomas v. Higginbotham (Mo.), 318 S.W.2d 234; Commerce Trust Co. v. Weed (Mo.), 318 S.W.2d 289; Prince v. Nugent, 93 R.I. 149, 172 A.2d 743; Merson v. Wood, 202 Va. 485, 117 S.E.2d 661; 2 Am.Jur.2d, Adoption, §§ 92, 94. Nothing else appearing, terms used in a will must be construed so as to accomplish the intent of the testator, which is determined from the will itself and the surrounding circumstances known to the testator. Y.W.C.A. v. Morgan, Attorney General, 281 N.C. 485, 189 S.E.2d 169; Bank v. Home for Children, 280 N.C. 354, 185 S.E.2d 836; Trust Co. v. Dodson, 260 N.C. 22, 33, 131 S.E.2d 875. As to the property devised or bequeathed, the will is construed as if executed immediately prior to the testator's death. G.S. § 31--41; Trust Co. v. Dodson, supra. As to the identity of the devisee or legatee, however, it is to be construed, nothing else appearing, in the light of circumstances known to the testator at the time of its actual execution. Thomas v. Thomas, supra; Trust Co. v. Green, 239 N.C. 612, 80 S.E.2d 771.

The will of B. W. Brown was made a few weeks prior to his death in 1920. Our attention has been called to no statute then in effect concerning the construction of the word 'issue' to include an adopted child and our research has disclosed no such statute. At that time Consolidated Statutes § 185 was the only statutory provision dealing with the effect of an order of adoption. It provided:

'Such order, when made, shall have the effect forthwith to establish the relation of parent and child between the petitioner and the child during the minority or for the life of such child, according to the prayer of the petition, with all the duties, powers and rights belonging to the relationship of parent and child, and in case the adoption be for the life of the child, and the petitioner died intestate, such order shall have the further effect to enable such child to inherit the real estate and entitle it to the personal estate of the petitioner in the same manner and to the same extent such child would have been entitled to if such child had been the actual child of the person adopting it. * * *'

After having been amended and rewritten from time to time following the death of the testator, this statute was again rewritten in 1963, prior to the death of Laura Brown Finch, and now, under the designation G.S. § 48--23 provides, in its pertinent parts:

'The following legal effects shall result from the entry of every final order of adoption:

'(1) The final order forthwith shall establish the relationship of parent and child between the petitioners and child, and from the date of the signing of the final order of adoption, the child shall be entitled to inherit real and personal property by, through, and from the adoptive parents in accordance with the statutes relating to intestate succession. An adopted child shall have the same legal status, including all legal rights and obligations of any kind whatsoever, as he would have had if he were born the legitimate child of the adoptive parent or parents at the date of the signing of the final order of adoption, except that the age of the child shall be computed from the date of his actual birth.

'(3) From and after the entry of the final order of adoption, the words 'child,' 'grandchild,' 'heir,' 'issue,' 'descendant,' or an equivalent, or the plural forms thereof, or any other word of like import in any deed, grant, will or other written instrument shall be held to include any adopted person, unless the contrary plainly appears by the terms thereof, whether such instrument was executed before or after the entry of the final order of adoption and whether such instrument was executed before or after the enactment of this section.'

In Thomas v. Thomas, supra, the facts were virtually the same as those now before us. There, the testator died in 1926, at which time the adoption statutes in effect were the same as in 1920 when the present testator died. He devised land to his son for life, then to the son's wife for life, then to 'the children of my said son living at the time of his death' and, if none, then to the brothers and sisters of the said son. The son who was the devisee for life had no naturally born children but adopted a son in 1949, long after the death of the testator. This Court held that the adopted son did not take anything under the will. At the time the case reached this Court, G.S. § 48--23, consisting solely of what is now G.S. § 48--23(1), was in effect. Speaking for the majority of the Court, Chief Justice Denny said:

'If the question here were one of inheritance we think G.S. § 48--23 would give us the answer. * * *

'However, the courts in most jurisdictions still make a distinction between devises and inheritances with respect to the right of an adopted child, even though all distinctions between natural born and adopted children have been abolished by statute.

'In the case of Smyth v. McKissick, 222 N.C. 644, 24 S.E.2d 621, this Court held that a child adopted after the effective date of a trust indenture, could not take thereunder. The Court said: 'The general rule is that the word child, standing alone, when used in a deed as referring to those to take in succession, does not include the adopted child of another, Unless it appears from the instrument itself or attendant circumstances that it was so intended. (Emphasis added.) * * *

'Likewise, we pointed out in the case of Bradford v. Johnson, 237 N.C. 572, 75 S.E.2d 632, that (under) a testamentary provision for a child or children of a named person, a child adopted by such person after the testator's death does not take. * * *

'On the other hand, it seems to be the general rule that where no language showing a contrary intent appears in a will, a child adopted either before or after the execution of the will, but prior to the death of the testator, where the testator knew of the adoption in ample time to have changed his will so as to exclude such child if he had so desired, such adopted child will be included in the word 'children' when used to designate a class which is to take under the will.

Bullock v. Bullock, 251 N.C. 559, 111 S.E.2d 837; Trust Co. v. Green, 239 N.C. 612, 80 S.E.2d 771; Bradford v. Johnson, supra, and cited cases. * * *

'In the instant case, the (adopted child) was not born when the testator died. * * * Moreover, at the time the testator executed his will, an adopted child was incapable of inheriting from the ancestor of the adoptive parents. * * * Consequently, at...