Scott v. SCOTT, ADMRX.
Scott v. SCOTT, ADMRX.
Opinion of the Court
The administratrix of the estate of Glenn A. Scott, who died intestate, filed petition to determine heirship as between a second childless wife of
The question on this appeal is whether the natural child of an intestate who is adopted by others during his minority and before the enactment of the Probate Code of 1953
The lower court in the instant proceedings adjudged decedent’s widow to be the sole and only heir of decedent and that the son was not entitled to any part of decedent’s estate. The son has appealed to this court.
Appellant’s first contention on this appeal is that the Probate Code of 1953 is not applicable to this case as
It is a well settled rule in Indiana that the rights of heirs are determined by the statutes of descent in force at the time of the intestate’s death. See: Griffis v. First Nat. Bank (1907), 168 Ind. 546, 81 N. E. 490; Brown, Executor et al. v. Critchell et al. (1887), 110 Ind. 31, 7 N. E. 888, 11 N. E. 486.
Appellant admits this may be true but says -the legislature did not intend to change the law of descent and distribution as to adopted children who were already adopted. Appellant has pointed to no ambiguity in the statute, but the language of the section is ■■ plain and understandable. Furthermore, appellant has offered no evidence that the legislative intent was what he contends it to have been. :
Appellant says that while the legislature-.may have had sufficient reason for desiring to change, the right of inheritance of minor children adopted undéf present-day law in order to solidify decrees of adoption and to minimize the adopted child ascertaining his . natural parentage, that these reasons do not apply to .-the case of appellant who, although a minor when adopted, allegedly always knew of his adoption and -was some forty-six years old when his natural father- died intestate.
Whether appellant “always knew of his adoption,” as he contends in his brief, we do not believe material, but we do note from the record that appellant was two years and fifty-one days old at the time of his adoption, and it does not appear to us very likely that at that tender age he knew of his adoption. Appellant’s observation that in this case appellant happened to be forty-six years of age when his natural father died
Appellant-concedes adoption statutes should be construed to carry out the beneficent purposes of the adoption institution and to protect the adopted child, but says that courts should be reluctant to construe a statute 'so- as to cut oif an adopted child’s interest of inheritance- from his natural parents. Appellant in his argument -overlooks the fact that while the statute does lessen.his opportunity of inheritance in one respect, it increases "his likelihood of inheritance in another respect. For the same statute provides for his inheriting directly from the collateral relatives of the adopting parents.
It is not our function as a court to consider which interest is greater or whether such a change is desirable, as that is a matter of policy for the legislature to determine, and with which within constitutional bounds we are not at liberty to interfere.
Appellant has cited §7, ch. 146, p. 438, of the Acts of 1941 (Burns’ §3-121, 1946 Replacement) as authority that an adopted child should continue to inherit from his natural parents, such statute providing in this respect:
“. . . Nothing in this act [§§3-115 — 3-125] shall be construed to prevent a legally adopted person from inheriting property from his or her natural parent or other kind.”
This statute of course was not in force at the time of appellant’s adoption in 1909, and appellant would ask that the 1941 statute be made thirty-one years retroactive to govern his inheritance from his natural
Appellant has cited cases from other jurisdictions in support of his contention that the adopted child should be permitted to inherit from his natural parents, but these cases are not particularly helpful when examined in the light of the particular statutes involved and the facts therein appearing.
Appellant’s next contention is that appellant at the date of birth acquired an “accrued right” within the meaning of Burns’ §6-102 (Acts 1953, ch. 112, §102, p. 295), which provides that “. . . no accrued right, shall be impaired by its [the Probate Code of 1953] provisions.”
The appellant at the time of his birth did not have a vested right in the estate of the natural parent who was then living, as it is well established under the common law and statutory law of this state that although children may become heirs on the death of their parent, they do not have a vested interest as such children in the property of the parent during the parent’s lifetime, but may be disinherited. See: Nesbitt v. Trindle et al. (1878), 64 Ind. 183, 187.
Appellant concedes in his brief the words “accrued” and “vested” are sometimes used in the same sense, but here attempts to distinguish them. Appellant cites the case of In re Klapp’s Estate (1917), 197 Mich. 615, 164 N. W. 381, 382, L. R. A. 1918A 818, as supporting his contention that the law “irrevocably fixes . . . [the
We are unable to see how appellant had either a vested or accrued interest in the estate of his natural father at the time of appellant’s birth as he had only an expectancy therein which was dependent on the law in force at the time of such father’s death. See: Brown, Executor et al. v. Critchell et al. (1887), supra, 110 Ind. 31, 41, 11 N. E. 486, in which the rule is stated as follows:
“. . . all the property of a deceased person descends, or is otherwise disposed of, according to the law in force at the time of his death, ...”
And see: Morin v. Holliday (1906), 39 Ind. App. 201, 208, 77 N. E. 861, 862, in which it is stated:
“ . . . upon the death of an ancestor an ‘heir,’ ... is always appointed by law. The title is called into existence by the death of an ancestor, and its rights are governed by the law in force at the time of such death. ... It being within the province of the legislature to determine the rules of inheritance ... it [the legislature] may provide, ... as to who shall be heirs. ...”
Appellant next contends that §208 of the Probate Code, supra, as construed by the trial court is unconstitutional in that it discriminates between different classes of adoptees in an unreasonable and arbitrary manner.
It is true appellant has not cited the particular constitutional provisions he contends are violated by such statute, although he does state the statute “discriminates between different classes of adoptees in an unreasonable manner.” However, any
“Appellánt takes the position that Article 1, Section '23 of the Constitution of the State of Indi- ' ana is violated. This section reads as follows:
“ ‘The General Assembly shall not grant to any citizen or class of citizens privileges or immunities, which, upon the same terms shall not equally belong to all citizens.’” (Appellee’s brief, pp. 35 and 36.)
Appellant cites no authorities in support of his contention that the statute is unconstitutional for arbitrarily discriminating* between different classes of adoptees except the cases of Hanley v. State Dept. of Conservation et al. (1955), 234 Ind. 326, 123 N. E. 2d 452, 126 N. E. 2d 879, and McErlain, Tr. v. Taylor (1934), 207 Ind. 240, 192 N. E. 260, 94 A. L. R. 1284, which involved the veterans’ fishing license law and the manual and mechanical laborers’ preference law. We of course have no quarrel with the general principles of law stated in such cases, and in the Hanley Case we should note it is stated (pp. 331, 332 of 234 Ind., pp. 453, 454 of 123 N. E. 2d) :
“In determining the constitutionality of the statute involved, we will indulge all reasonable presumptions in its favor. State ex rel. Harrison v. Menaugh et al. (1898), 151 Ind. 260, 266, 51 N. E. 117 and 357, [43 L. R. A. 408, 418]; Townsend v. State (1897), 147 Ind. 624, 47 N. E. 19, [37 L. R. A. 294]; Kirtley v. State (1949), 227 Ind. 175, 179, 84 N. E. 2d 712.
“Therefore, the burden is upon the attacker . . . to overcome the presumption noted. Weisenberger v. State (1931), 202 Ind. 424, 431, 175 N. E. 238.”
If inequities are to be sought for in the treatment given intestates by the legislature, the interest of a second childless spouse could be contrasted with that of a first childless spouse or a second spouse with children. Also, a second childless wife’s interest could be contrasted with that of a second childless husband (prior to the Probate Code of 1953), to name a few of the possibilities. These are all matters of legislative discretion, and it is not the province of this court to act as a super-legislature and re-enact the laws of descent as we would like them to be. We believe the foregoing section of the adoption statute under attack is a valid classification and is fair and reasonable when considered in the light of the purpose of the adoption of minors, which is to bring the adopted child a happy and contented home life with the love and security necessarily a part of it, rather than to hazard its interruption upon the forlorn chance that the adopted child might someday inherit something from a natural parent, who for one reason or another has not seen fit to continue his parental relationships to his child. Furthermore, we should respect the legislature’s wisdom in matters of this kind and not encroach upon its function in determining within proper limits what is good or bad for the social life of the state.
As to appellant’s last contention that the lower court’s construction of the statute constitutes an unconstitutional impairment of the obligation of contract, it might be seriously questioned whether this question has properly been raised.
However, appellant concedes he introduced no evidence of a contract in the lower court, and he cites no authority that the adoption proceedings and decree constitute a contract.
The interest of an adopted child in his natural parent’s estate even before the adoption of the Probate Code of 1953 was no stronger than that of a natural child in his natural parent’s estate. As previously treated, all interests of heirship are governed by the laws in force at the ancestor’s death, and who the heir shall be rests in the discretion of the legislature. Appellant had no contract right upon his adoption adjudg
No error having been demonstrated, the judgment is affirmed.
. Acts of 1953, ch. 112, p. 295, being Burns’ §6-101, et seq., 1953 Replacement.
. Section 208 of the Probate Code of 1953 (Burns’ §6-208, 1953 Replacement) provides:
“(a) For the purpose of inheritance to, through and from a child legally adopted during his minority, such child shall be treated the same as if he were the natural child of his adopting parents, and he shall cease to be treated as the child of his natural parents and of any previous adopting parents for purposes of intestate succession: Provided, that if a natural or any previous adopting parent shall have married the adopting parent, the adopted person shall also be considered the child of such natural or previous adopting parent.
“(b) For the purpose of inheritance to, through and from a child legally adopted when an adult, such child shall be treated as the child of his natural parents for purposes of intestate succession except that he shall in addition be entitled to inherit as a child from the adopting parent or parents.” (Emphasis supplied.) (Acts 1953, ch. 112, §208, p. 295.)
. See: Head v. Leak (1916), 61 Ind. App. 253, 111 N. E. 952; Acts of 1941, ch. 146, §7, p. 438, being Burns’ §3-121, 1946 Replacement.
. See: Burns’ §§3-117, 3-118, 3-124 (1946 Replacement), being Acts 1941, ch. 146, §3, p. 438, 1943, ch. 40, §2, p. 89; Acts 1941, ch. 146, §4, p. 438, 1943, ch. 40, §3, p. 89; Acts 1941, ch. 146, §10, p. 438.
It should also be noted that classifications in other respects have been made between minors and adults, as. for example, in legislation providing sentences for minors which may be different from those imposed on adults for the same offense.
See: Burns’ §9-1815, being Acts of 1941, ch. 148, §10, p. 447; 18 U. S. C. A. 5005-5020, being 64 Stat. 1085. And legislation of such a nature has been held to be a valid and reasonable classification and not in violation of the equal protection clause of the United States Constitution. State v. Meyer (1949), 228 Minn. 286, 37 N. W. 2d 3, 14. See also: In re Herrera (1943), 23 Cal. 2d 206, 143 P. 2d 345, 348.
. Other examples of changes in the rules of descent in the Probate Code of 1953 appear in §201 thereof (Burns’ §6-201, 1953 Replacement, being Acts 1953, ch. 112, §201, p. 295) reducing the share of the surviving child from two-thirds to one-half, and increasing that of husband from one-third to one-half where wife dies leaving husband and one child. Also, such section changes the rules of inheritance in some situations where decedent leaves parent or parents and brothers or sisters as survivors.
Dissenting Opinion
Dissenting Opinion
The appellant did not specify any provision of the Constitution of Indiana or the Federal Constitution in the trial court that was contravened by the statute, nor are his briefs on appeal any more specific. I think the precedents of this court correctly decide the general rule that a party must charge the particular constitutional provision that has been violated, both in the trial court and on appeal, or he waives the issue.
“When a provision of a constitution is asserted to be violated it should be pointed out with such certainty that the trial court and this court have no difficulty in determining what part of the constitution is violated by it. [Citing cases.]” Prunk v. Indianapolis Redevelopment Comm. (1950), 228 Ind. 579, 586, 93 N. E. 2d 171.
“The rule is well settled in this state that he who challenges the validity of a statute on constitutional grounds must point to the constitutional provision inhibiting such legislative action.” Luttrell v. State (1932), 204 Ind. 116, 121, 183 N. E. 318.
“If, by the reference to local self-government, appellant intended to assail the act because of its*487 conflict with some other constitutional provision, express or implied, he has failed to point it out in the brief, and we are not warranted in’ making an independent search of constitutional provisions to discover a cause for holding invalid a legislative act in order to reverse a judgment. As against any constitutional objection urged, the act is valid.” Haun v. State ex rel. Bd. of Comm. of Co. of Carroll (1915), 183 Ind. 153, 155, 108 N. E. 519.
“The first objection, viz., that the act is not a constitutional exercise of legislative authority, is too vague and indefinite to raise any question. The particular provision of the Constitution supposed to be violated should be pointed out.” Levy v. State (1903), 161 Ind. 251, 256, 68 N. E. 172.
See also Jones v. Stawicki (1953), 233 Ind. 273, 111 N. E. 2d 718.
This is not a case where we construe a statute by avoiding a construction that might make it unconstitutional, or where public rights are involved so that there is an exception to the general rule that a constitutional issue must be duly presented to the trial court and on appeal. Even where grave public rights are concerned, a majority of this court refused to consider a constitutional question because not properly asserted in State ex rel. Savery, etc. v. Marion Criminal Court (1955), 234 Ind. 632, 637, 130 N. E. 2d 128, wherein the court held, “A constitutional question will not be decided, where the cause can be properly disposed of otherwise.” But since the statute on inheritance by adopted children is being held constitutional, it becomes necessary to test the act under the Equal Protection Clause of the Fourteenth Amendment and §23 of Article I of the Constitution of Indiana.
“ (a) For the purpose of inheritance to, through and from a child legally adopted during his minority, such child shall be treated the same as if he were the natural child of his adopting parents, and he shall cease to be treated as the child of his natural parents and of any previous adopting parents for purposes of intestate succession: Provided, that if a natural or any previous adopting parent shall have married the adopting parent, the adopted person shall also be considered the child of such natural or previous adopting parent.
“ (b) For the purpose of inheritance to, through and from a child legally adopted when an adult, such child shall be treated as the child of his natural parents for purposes of intestate succession except that he shall in addition be entitled to inherit as a child from the adopting parent or parents.” Section 6-208 (a) and (b), Burns’ 1953 Replacement.
Neither the Fourteenth Amendment nor §23 of Article I of the Constitution of Indiana prohibit reasonable classification. This court well laid down the standards for determining what is reasonable in Fountain Park Co. v. Hensler (1927), 199 Ind. 95, 101, 102, 103, 155 N. E. 465, as follows:
“The law requires something more than a mere designation of characteristics which will serve to divide into groups. Arbitrary selection or mere identification cannot be justified by calling it classification. [Citing cases.] The characteristics which can serve as a basis of a valid classification must be such as to show an inherent difference in situation and subject-matter of the subjects placed in different classes which peculiarly requires and necessitates different or exclusive legislation with respect to them. [Citing cases.]
“A proper classification must embrace all who naturally belong to the class — all who possess a*489 common disability, attribute or qualification and there must be some natural and substantial difference germane to the subject and purposes of the legislation between those within the class included and those whom it leaves untouched. Chicago, etc. R. Co. v. Westby (1910), 178 Fed. 619, 47 L. R. A. (N. S.) 97; Selvage v. Talbott, supra; Hirth-Krause Co. v. Cohen, supra; Kraus v. Lehman (1908), 170 Ind. 408, 83 N. E. 714, 84 N. E. 769; Barrett v. Indiana (1913), 229 U. S. 26, 57 L. Ed. 1050; Seaboard Air Line v. Seegers (1907), 207 U. S. 73, 28 Sup. Ct. 28, 52 L. Ed. 108; Maercker v. Milwaukee, etc. R. Co., supra. The legislature cannot take what might be termed a natural class of persons, split that class in two, and then arbitrarily designate the dissevered factions of the original unit as two classes, and thereupon enact different rules for the government of each. State v. Julow (1895), 129 Mo. 163, 31 S. W. 781, 50 Am. St. 443, 129 L. R. A. 257; State v. Miksicek (1910), 225 Mo. 561, 125 S. W. 507, 135 Am. St. 597.”
A reasonable classification embraces more than one which has a reason for the law. The English law of primogeniture, whereby the oldest son inherited all the father’s land, had a reason behind it.
An intestate act which classifies children by reason of race, creed or color would be a denial of equal protection. If an act provided children should inherit equally, but if any be female, she should inherit one-half the estate she would inherit if a male, it would be void. Nor has the law of this state ever said that children should inherit equally, but if any be under. 21 years of age, he or she should inherit one-half the estate he or she would inherit if 21 years of age. The age of a child has nothing to do with what the intestate laws should provide to be fair, just and equitable. An attempt to discriminate between children for descent by reason of their ages is arbitrary, capricious, and not based on any reasonable cause.
A competent testator by will may discriminate between his children, but when the law makes a--will for him by intestate descent, the statute must give equality between the children. Nor is the situation changed when the law makes an individual a child of another by adoption. I fail to see how comfort, security, love and affection in the adopting home have anything to-do with cutting down the estate he may inherit. In fact, a minor child needs more money than an adult for his education, training, and start in life. The law provides
On oral argument it was suggested that this unequal treatment' might discourage the child from trying to find his natural parent or paying any attention to him. This argument overlooks the fact there is nothing to prevent the natural parent from making a will and his natural child his beneficiary.
Under the present adoption statute, the same person could' adopt two children of the same natural parent. If one be under 21 years when adopted, he would not inherit- from his natural parent, while the other, if over 21 'years when adopted, could inherit from both parents. If this be equal justice under law, I am unable to discover'it. I never understood inequality between children under the law of descent was a modern concept ; the history of the law is otherwise. If this statute be constitutional, then a primogeniture statute for adopted children by which the oldest son would inherit to the exclusion of all other of his adopted brothers and sisters would also be constitutional.
Section 6-2315, Burns’ 1933 [Acts 1899, ch. 99, §2, p. 131; 1901, ch. 240, §1, p. 554],
Section 6-208, Burns’ 1953 Replacement, classifies within the class of adopted children on the basis of age when adopted. It is not based on any fair or just philosophy for the inheritance of property. It offends both the Fourteenth Amendment and §23 of Article I of our Constitution. The provisions as to inheritance should be declared void, which would leave in effect the prior statute on equal inheritance by all adopted children.
Note.—Reported in 150 N. E. 2d 740.
. “The General Assembly shall not grant to any citizen, or class of citizens, privileges or immunities which, upon the. same terms, shall not equally belong to all citizens.” Art. I, §23, Indiana Constitution.
. “Benefits therefrom. But when the sovereigns began to create honorary feuds, or titles of nobility, it was found necessary to make them impartible, feuda individua, and in consequence descendible to the eldest son alone. To this was added the inconvenience of splitting estates, vie., the division of military services, the multitude of infant tenants incapable of performing any duty, the consequent weakening of the strength of the kingdom, and the inducing younger sons to adopt an idle life in the country, instead of engaging in mercantile, military, civil or ecclesiastical duties.” Blackstone, Commentaries (Gavit’s Ed.) pp. 353, 354.
“At common law the male issue inherits before the female, and, when there are two or more males of equal degree, the elder alone inherits, while females inherit all together.” 4 Tiffany, Real Property (3rd Ed.), §1116, p. 376.
See also Rountree, Administratrix v. Pursell (1895), 11 Ind. App. 522, 536, 39 N. E. 747.
. “If a man die intestate, leaving surviving a second or other subsequent wife, without children by him, but leaving a child or children or their descendants alive by a previous wife, such surviving childless second or other subsequent wife shall take only a life estate in one-third of the lands of her deceased husband, and the fee thereof shall, at the death of such husband, vest at once in such child or children, or the descendants of such as may be dead, subject only to the life estate of such widow.” Section 6-2315, Burns’ 1933.
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