Opinion
Nos. 4168, 4173 and 4176
Decided May 16, 1951.
Descent and distribution — Adoption — Status validly created in state of jurisdiction — Recognized by sister state as if created therein — Inheritance through ancestor allegedly adopted in foreign state — Requires proof of valid adoption under law of foreign state — Requirements of proof not met, when — Adoption a creature of statute.
1. The status of adoption, created by the law of a state having jurisdiction to create it, will be given the same effect in another state as is given by the latter state to the status of adoption when created by its own law. Restatement of the Law of Conflict of Laws, 209, Section 143.
2. The courts of Ohio do not recognize the right of one to inherit through ancestors alleged to have been adopted in a foreign state if the proof does not sustain a valid adoption under the laws of such foreign state.
3. Under laws which permitted certain chartered charitable societies, through their officers, to execute agreements of adoption with suitable persons willing to assume the obligations of parents (law of New York state prior to 1873), evidence which indicates only that a person became a member of a household, assumed the relation of foster daughter, was listed on a census report as a daughter, and was noted in a family Bible as an "adopted daughter," does not meet the requirements of proof of legal adoption. There is no evidence of an executed agreement between a society and a claimed adoptive parent.
4. While adoption of children and strangers to the blood was known to the ancient Greeks and Romans, and subsequently transmitted to various nations in continental Europe, it was not recognized in the common law of England, and exists now in this country solely by virtue of statute.
APPEALS: Court of Appeals for Summit county.
Mr. Merryl F. Sicherman, for appellants in case No. 4168.
Mr. James W. Harrah, for appellants in case No. 4173.
Mr. James K. Lynch, for appellants in case No. 4176.
Mr. Mervyn T. Grosjean, for appellee in cases Nos. 4168 and 4173, and appellee Jane Elizabeth Horton Hitchcock in case No. 4176.
Louise Butler died in Akron, Ohio, on the 27th day of January, 1949, in her 83rd year. Due to circumstances not in issue here, he estate passed under the laws of descent and distribution; was properly divided into paternal and maternal halves; and determination was made of those who are entitled to inherit the paternal half as descendants of the decedent's paternal grandparents, together with their respective proportions, as well as of those who came within the class entitled to inherit the maternal portion from the decedent's maternal grandparents.
The sole question presented to this court in these appeals on questions of law from the Probate Court of Summit County is the conformance of the trial court's ruling to principles of law in finding that one Jane Elizabeth Horton Hitchcock is a lineal descendant of the decedent's paternal grandparents, and, in so concluding, finding, as a necessary premise thereof, that Ann Harding (Stanley), the grandmother of the said Jane Elizabeth Horton Hitchcock, was legally adopted by Lucy Ann Butler (Harding) and her husband, Isaac Harding, the former being an aunt of the decedent on her paternal side.
The "necessary premise" noted in the paragraph above stems from the rule that a person who claims inheritance through an ancestor, who was allegedly adopted in the state of New York, must establish that the adoption of the ancestor was valid in law in the foreign state. If the adoption in the foreign state was invalid, the Ohio courts will recognize no rights of inheritance through the alleged adoptive parents. Barrett, Admr., v. Delmore, 143 Ohio St. 203, 54 N.E.2d 789, 153 A.L.R., 192; Blaustein v. Blaustein, 77 Ohio App. 281, 66 N.E.2d 156.
Prior to the year 1873, there were no general statutes in the state of New York, in the matter of adopting minor children. There were, however, special statutory enactments contained in the charters granted certain charitable societies that received and cared for destitute children, which permitted the societies' officers to execute agreements of adoption, on behalf of the societies, with suitable persons willing to assume the obligations of parents. In re Estate of Thorne, 155 N.Y. 140, 49 N.E. 661.
Proceeding now to the disputed adoption of the ancestor, Ann Harding (Stanley). It appears that she was born on April 12, 1854, and died on March 21, 1922. From this record of dates, she was 19 years of age at the time of the enactment of the general adoption statute in New York state. There is no record extant or at least none found to exist showing her adoption under this general statutory law. It thus follows that, if legally adopted at all, such status must have been created through the medium of a contract with "certain charitable societies," acting under statutory authority. This for the reason that adoption was unknown to the common law, and exists in this country only by virtue of statute. In re Estate of Thorne, supra, at page 143.
There is in evidence a census report of 1875 for Broome county, New York, listing Annie L. Harding as a daughter of, and living in the home of, Lucy Ann Butler Harding and Isaac Harding; there is also presented a page from a family Bible, shown to have passed through the generations from the son and the daughter-in-law of the claimed adoptive parents, to the present owner, a descendant in direct line.
This memorial in the heirloom, lists, in a handwriting obviously transcribed many years ago, the names of the members of the family of Isaac and Lucy Ann Harding. Written therein is the following: "Anna L., adopted daughter of Isaac Harding and Lucy A. Harding, New York, born April 12, 1854." From other evidence in the record the fact may be reasonably found that the claimed adopted daughter lived with the alleged adoptive parents for a period of years. took the family name, and was generally known as their adopted daughter.
Governed as we are by the legal principle that the burden of proof is upon the claimant to establish the adoption of her ancestor, can we say that the evidence heretofore shown is sufficient? The case law in New York state, which treats of adoption as of the time here under consideration, all points to the requirement of the proof of a contract entered into pursuant to statutory authority. Where do we find here such proof? Certainly, there is no evidence of an agreement with any one relating to an adoption. Can we, as a court, rule that the mere acceptance of a child into a household, and the holding of her out to the public as an adopted daughter, is proof that specific statutes authorizing adoption were met?
We think it apparent that the Legislature of New York did not contemplate the creation of the status of adoption by any other method than that specifically set forth in the statutes. And, there being no rule of common law adoption, we fail to find any evidence of even an attempted compliance with the law.
Finding, as we do, no proof that the ancestor, Anna L. Harding, was legally adopted, it follows, as a legal consequence, that the claimant, Jane Elizabeth Horton Hitchcock, cannot inherit property through her as a legal heir of the decedent, F. Louise Butler.
Judgment reversed in each case and final judgments entered.
HUNSICKER, P. J., and STEVENS, J., concur.