Opinion
No. 330.
Argued March 7, 1969. —
Decided April 4, 1969.
APPEAL from a judgment of the county court of Columbia county: FULTON COLLIPP, County Judge of Adams county, Presiding. Reversed.
The cause was submitted for the appellants on the brief of Arthur W. Swanson of Portage, guardian ad litem, and for the respondent on the brief of William Leitsch of Portage.
The parties to this action have stipulated to the facts. Rose A. Zastrow executed her will on November 9, 1956. The material provisions of that will are as follows:
"Ninth: I direct that the said City Bank of Portage, executor, sell all of the real estate owned by me at the time of my death and also sell all items of personal property, except stocks, bonds, mortgages or other securities, the proceeds of which sales not required for payment of claims, funeral expenses, administration expenses and specific legacies, shall, with stocks, bonds, mortgages or other securities, constitute the residue of my estate, and I direct that such residue be divided into one hundred (100) units of equal value, based upon the value at a time as close as practicable to the date of actual distribution of the estate, and that the same be delivered in kind as hereinafter provided. However, should it be impossible to make an even distribution of my stocks, bonds, mortgages or other securities, my executor shall make said distribution as far as possible and then sell and convert the balance thereof to cash and fill the amount of each unit.
". . .
"N. I will and bequeath thirty-three (33) of said units to my nephews and nieces, Kenneth Jimson, Robert Jimson, Claude Hinickle, William E. Hinickle, Edward Naber, Marylyn Emmerichs May and Phyllis Naber Liese, share and share alike. If any of said nieces and nephews predecease me, then I will and bequeath his or her share to the child or children of his or her body. If any of my said nieces or nephews predecease me leaving no child or children of her or his body, then the share of such niece or nephew shall be divided among the other residuary beneficiaries as his or her share shall bear to the whole."
Robert Jimson, named in the will, was the son of a sister of the testatrix and the natural father of Glen, born August 18, 1951, and Michael, born November 24, 1952. After divorcing Robert Jimson, the mother of Glen and Michael married one Roger Nelson who adopted the two children on November 11, 1959. Robert Jimson died November 4, 1963. The testatrix died January 29, 1968.
On October 2, 1968, the executor petitioned for a construction of the will before the county court of Columbia county, the Honorable DANIEL C. O'CONNOR, presiding. Judge O'CONNOR disqualified himself from hearing the petition. The matter was then referred to the Honorable FULTON COLLIPP, county judge of Adams county.
The judgment of the court was entered December 9, 1968, barring Glen and Michael from taking as legatees. This appeal is taken from that judgment.
The issue before this court is whether sec. 48.92 (2), Stats., bars adopted beneficiaries from taking under a will where they are designated as "children of the body" of their natural parent.
The will of Rose Zastrow provided that if she were predeceased by her nephew, Robert Jimson, his share of her estate would pass "to the child or children of his . . . body." Robert Jimson was the natural father of Glen and Michael. However, after divorcing Robert Jimson, the mother of Glen and Michael married Roger Nelson, who adopted the boys. Thereafter Robert Jimson died.
The will sufficiently identified "the children of the body" so that the two children would take under the will notwithstanding the fact that sec. 48.92 (2), Stats., as construed by this court in Estate of Topel, would have barred the children from recovering under the law of distribution and descent if Rose Zastrow had died intestate.
(1966), 32 Wis.2d 223, 145 N.W.2d 162.
The trial court held, in effect, that sec. 48.92, Stats., operated to remove Glen and Michael from the class of "children of the body" of Robert Jimson and were therefore precluded from taking under the will.
Sec. 48.92 (2), Stats., reads as follows:
"After the order of adoption is entered the relationship of parent and child between the adopted person and his natural parents, unless the natural parent is the spouse of the adoptive parent, shall be completely altered and all the rights, duties and other legal consequences of the relationship shall cease to exist."
The trial court relied upon Estate of Topel, wherein this court discussed the effect of sec. 48.92, Stats., upon the legal status of the adopted child:
"Sec. 322.07, Stats., was repealed by ch. 575, Laws of 1955, and sec. 48.92 was enacted as a part of the Children's Code. The exception retaining the right of an adopted child to inherit from his natural parents was removed and the language of the effect of adoption was recast in general terms of status rather than in terms of specific rights. Sub. (1) of sec. 48.92 deals with the rights which flow from the adoptive status. Sub. (2) deals with the opposite side of the coin and declares what rights and relationships of the natural status are terminated and lost upon assuming the adoptive status. This manner of expressing the rights of inheritance of an adoptive person follows the general pattern of modern adoption statutes in not specifically or completely defining the incidents of the relation between an adopted child and its kindred by adoption.
"Modern adoption statutes generally establish a status, the incidents of which are in the nature of a natural relationship of parent and child. 2 Am.Jur.2d, Adoption, p. 941, sec. 100. There is no exception in the present statute to this complete substitution of adoptive relationship for the natural relationship. We think the intent of sec. 48.92, Stats., from its language is to effect upon adoption a complete substitution of rights, duties, and other legal consequences of the natural relation of child and parent and kin with those same rights, duties, and legal consequences between the adopted person and the adoptive parents and kin."
Id. at pages 226, 227.
Further in that opinion the court stated that the:
". . . purpose of adoption is to create a relationship of parent and child between persons who are not so related by blood and to completely change the status of a person adopted from a child of his natural parents to a child of his adoptive parents. It was recommended that the status of an adopted person be completely changed from that of a child of his natural parents to that of a child of his adoptive parents and all inheritance rights by and from the natural relatives be cut off. The report points out that this change in the effect of adoption is made by sec. 48.92, Stats., . . ."
Id. at page 228.
But although sec. 48.92, Stats., changed the legal status of the adopted person, it could not have barred the testatrix from transferring her property on death to the two grandnephews pursuant to her will. In fact, this court recognized the limitations of sec. 48.92 in testamentary situations when it said further in the Topel Case as follows:
"The right of a person to transfer his property on death to whom he wishes is not enshrined in the law of descent and distribution in any form but rather in the right to make a will. It is only upon the failure to exercise this right that the law of descent and distribution becomes applicable."
Id. at page 230.
When testatrix drew her will in November of 1956, Glen was five years old and Michael was almost four. There can be no doubt that at that time the "children of the body" of Robert Jimson were Glen and Michael. It was clearly the intent of the testatrix that the boys be beneficiaries of her estate.
The question then becomes whether the intent of the testatrix was affected by the legal effect of sec. 48.92, Stats., which operated to change the status of Glen and Michael from that of children of Robert Jimson to children of Roger Nelson. We conclude that it was not. As a matter of fact the boys were and still are readily identified as "children of the body" of Robert Jimson.
A portion of the report of the Wisconsin Legislative Council set forth in Estate of Topel states that "`[i]f the relative wishes the adopted person to inherit from him, he can include that person in the will.'" It is our opinion that the language employed by testatrix includes Michael and Glen in her will.
Id. at page 228, note 3.
The trial court never reached and decided the further question of the proper rate of taxation of the inheritance of the two grandnephews. We, therefore, do not reach the question and return the matter for its consideration of that issue and for other proceedings in this estate.
By the Court. — Judgment reversed.
I agree with the conclusion reached by the majority. There appears to be no doubt that as a matter of fact the phrase, "children of the body," clearly identifies not a class but Glen and Michael as the intended recipients of the testatrix's bequest. They are identifiable, however, not because of the biological relationship to their father, but because that is what Rose Zastrow chose to call them at the time she wrote her will. If, from extrinsic circumstances, we were able to determine the identity of the intended recipients, it would have made no difference what she chose to call them. The Will of Adler (1966), 30 Wis.2d 250, 140 N.W.2d 219, makes it clear that, following an adoption, the prior biological relationship has no legal relevance. These children had no legal status relating them to either their natural father or their father's aunt as "children of the body" following their adoption by Nelson. They are identifiable in this instance not because of the legalistic class term used to describe them, but because we know that the testatrix specifically intended these two boys as beneficiaries. The description of the legal class (children of the body) would not have permitted an after-born grandchild, after adoption by another, to take his father's share, for he could not have been the specific object of testatrix's bounty at the time the will was drafted. If the bequest were to a class, the bequest would fail under the facts herein.
I believe that the majority would follow this same rationale, but I am concerned that the language of the majority, if taken literally, would lead to the erroneous conclusion that some status was conferred upon these beneficiaries from the very terms of the will, rather than as the result of the testatrix's provable subjective intent as extrinsically proved.