In re the Estate of Sharp
In re the Estate of Sharp
Opinion of the Court
On May 25, 1977 plaintiff Sara Craig offered for probate in this court in the common form the will of her son Willie J. Sharp, dated January 11, 1958, who had died January 18, 1977 a resident of Trenton, New Jersey. As to jurisdiction, see N. J. S. A. 3A:2-1; N. J. Const. (1947), Art. VI, § III, par. 2; Art. XI, § IV, par. 3; Rogazinski v. Rogazinski, 109 N. J. Super. 138 (Ch. Div. 1970). Her complaint recited that Sharp left no spouse surviving and that his heirs under the will and next of kin were plaintiff and an aunt and first cousin. The will itself was ambiguous and would, if probated, require judicial construction. Dor purposes of this opinion it is sufficient to indicate that under some circumstances any of the three persons could claim to be beneficiaries. The complaint set forth that decedent had one child born, now 14 years of age, after the execution of the will and that the child had been “born out of wedlock.” At the time of the execution of the will decedent had no issue living and, except for the afterborn child, no children were later born to or adopted by him. Plaintiff did not consider the child an heir at law as the birth had been illegitimate. See N. J. S. A. 3A:4-7. Thus, plaintiff believed that N. J. S. A. 3A:3-10, which would have resulted in a total intestacy had the child been legitimate, was inapplicable.
Upon reading the complaint the court suggested the possible unconstitutionality of N. J. S. A. 3A:4-7 in light of Trimble v. Gordon, 430 U. S. 762, 97 S. Ct. 1459, 52 L. Ed. 2d 31, decided April 26, 1977 by a 5-4 majority of the Supreme Court of the United States. Consequently, the beneficiaries were ordered to show cause why decedent should not be deemed to have died intestate. A guardian ad litem was appointed for the infant and notice was given the Attorney General. R. 4:28-4(a). Paternity is not disputed.
This court is of the view that the appropriate test for this case was recently announced in Dome Realty Inc. v. Paterson, 150 N. J. Super. 448 (App. Div. 1977) :
Although a court should not engage in rendering advisory opinions on abstract issues, it should not avoid its responsibility to determine the validity of legislation which may significantly affect plaintiffs and others similarly situated.
[at 452]
The Supreme Court invoked a similar rationale in State v. Norflett, 67 N. J. 268 (1975), in entertaining a constitu
N. J. S. A. 3A:3 — 10 provides:
A will, made when a testator had no issue living wherein any issue he might have is not provided for or mentioned, shall be void and the testator bo deemed to die intestate if, at his death, he leave a child or issue or leave his wife enceinte of a child which shall be born.
This section does not distinguish between a legitimate and an illegitimate child. Yet, plainly, the purpose of the statute is to provide beneficially for the presumably overlooked after-born child. In re Campbell, 71 N. J. Super. 307, 311 (Cty. Ct. 1961). Thus, if the child could not be a beneficiary of his intestate parent’s estate, the statute would not apply. See N. J. S. A. 3A:4-2; N. J. S. A. 3A:4-4.
Under the common law an illegitimate child did not inherit from either intestate parent. Schmoll v. Creecy, 104 N. J. Super. 126 (App. Div. 196'9), rev’d on other grounds 54 N. J. 194 (1969). But this rule lias been modified by N. J. S. A. 3A :4-7 which provides that an illegitimate child for the purpose of descent and distribution shall be treated as legitimate with respect to his maternal ancestors, descendants and collaterals. But unless his parents marry and treat and recognize him as their child, he will not be considered the legitimate child of his father. Thus, an illegitimate child may not be deemed an a.fterhorn child of his father within N. J. S. A. 3A:3-10 unless N. J. S. A. 3A:4-7 be declared unconstitutionally restrictive. See also, In re Thompson, 136 N. J. Super. 412 (Cty. Ct. 1975) and Dussell v. Dougherty, supra.
The Appellate Division in Schmoll v. Creecy, supra, considered whether an illegitimate child could be a
However, these decisions upholding N. J. S. A. 3A :4-7 cannot survive Trimble v. Gordon, supra. There the Supreme Court of the United States on federal equal protection grounds invalidated an Illinois statute, Ill. Rev. Stat. c. 3, § 12 (1961), which in all material respects follow the formula of N. J. S. A. 3A:4-7 in allowing an illegitimate child to inherit from his mother but not from his father unless his parents marry and recognize the child. As the most recent expression of the Supreme Court of the United States Trimble v. 'Gordon is binding. This court notes the view of the four dissenting justices that that case is indistinguishable from Labine v. Vincent. See 430 U. S. Ct. at 776, 97 S. Ct. at 1468, 52 L. Ed. 2d at 43. Further, the majority opinion noted that Labine v. Vincent "is difficult to place in the pattern of the Court’s equal protection decisions, and subsequent
Since decedent died before Trimble v. Gordon was decided there is a retroactivity question. Certainly a decision of unconstitutionality may in an appropriate case be made prospective only. Pennsylvania v. Kervick, 60 N. J. 289 (1972). And prospective application may be particularly fair in a property case where persons have justifiably relied on prior law. See Oxford Consumer Discount Co. v. Stefanelli, 104 N. J. Super. 512 (App. Div. 1969), aff'd 55 N. J. 489 (1970); Van Ness Industries v. Claremont Painting and Decorating Co., 129 N. J. Super. 507 (Ch. Div. 1974). Thus, the court does not suggest that estates of intestate male decedents who died before Trimble v. Gordon were wrongfully distributed when illegitimate children were not included. Nor does the court suggest that if a testate male decedent died before Trimble v. Gordon and failed to mention or provide for an illegitimate child born after the execution of his will, that the will, if probated before Trimble v. Gordon, should have been treated as revoked in whole or in part under N. J. S. A. 3A:3-10 or N. J. S. A. 3A:3-11. Such cases must be decided on the facts as they may be presented. This court simply holds that where the death was before Trimble v. Gordon but the will was not offered for probate until after that case was decided, and where the will is so ambiguous that no beneficiary could have reasonably relied on its terms as to the receipt of any gift, Trimble v. Gordon should be applied.
The final issue is the consequence of the invalidation. Plaintiff cites Schmoll v. Creecy, supra, in which the Appellate Division in a dictum indicated that were N. J. S. A. 3A:4-7 unenforceable, an illegitimate child would be relegated to his common law status and be able to inherit from
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