MARY IRENE LANEY, APPELLANT,
v.
JAMES MILTON ROBERTS AND ARTHUR S. PEACOCK, JR., CO-PERSONAL REPRESENTATIVES OF THE ESTATE OF MARY LOU PHILLIPS MERICKEL, APPELLEES
AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.
Mary Irene Laney sued for an intestate share of her aunt Mary Lou Merickel's estate based on virtual adoption, claiming an oral agreement existed between her natural parents and the Merickels to adopt her in 1932. The Florida appellate court reversed the trial court's judgment for the defendants, holding that all elements of virtual adoption were clearly established and Laney was entitled to inherit as a child of the decedent.
The court held that Irene clearly and convincingly established all elements of virtual adoption: the agreement between natural and adoptive parents, surrender of custody, performance by the child in living in the adoptive home, partial performance by the foster parents, and intestacy of the foster parent. The court reversed the trial court judgment and directed entry of judgment for Laney, entitling her to an intestate share of the Merickel estate.
[1] An oral agreement to adopt is enforceable when the child has been virtually adopted.
[2] Virtual adoption requires an agreement to adopt, surrender of custody by natural parents, performance by the child living with adoptive parents, and partial performance b…
Previewing 2 of 6 headnotes on this case. FLexlaw’s editorially structured points of law — every proposition, pinpointed — are reserved for members.
Join FLexlaw to unlock all legal intelligence“Such an action seeks the specific performance of an agreement to adopt after the death, intestate, of the last surviving putative foster parent, when, paradoxically, the agreement can no longer be specifically performed. But what can be enforced by such an action is the establishment of filiation where the child can be shown to have been virtually adopted.”
Establishes the purpose and effect of virtual adoption doctrine
Previewing 1 of 3 key quotes on this case — the court’s exact language, pinpointed for members.
Join FLexlaw to unlock all legal intelligenceIn 1932, during the Great Depression, Irene Phillips's natural parents agreed orally with their relatives Mary and Jessie Merickel to allow them to ad…
The full statement of facts, procedural history, and disposition for this case are member content.
Join FLexlaw to unlock all legal intelligence© FLexlaw, Inc. — AI-generated enrichments are proprietary. All rights reserved.
Explore caselaw by topic → Browse Virtual Adoption cases and more on FLexlaw
DANIEL S. PEARSON, Judge.
Mary Irene Laney (nee Mary Irene Phillips, and called Irene) was born in 1928. She was the third child of six children of Ira and Rebecca Phillips. In 1932, when Irene was four years old, the Phillipses were financially devastated by the depres sion and sent their children to different relatives who were able to provide for the children. Irene was sent to live with her aunt and uncle, Mary and Jessie Merickel. At that time, the Phillipses and Merickels entered into an oral agreement under which the Merickels would adopt Irene. Irene’s natural mother and the only surviving party to the agreement testified:
“Q. How long did you and Mr. Phillips care for her? “A. Until she was four years old. “Q. What happened at that time? “A. Due to the depression, the Merick- . els, Mary and Jessie came to our house and wanted to adopt Irene. “Q. Did you agree to that? “A. Yes. “Q. Did Mr. Phillips agree to that? “A. Yes.
“Q. Why did you agree to that? “A. Due to the depression, and I had four children, and it was hard to live out there, we thought that it was the right thing to do for her sake. “Q. Did you have an agreement with Mr. and Mrs. Merickel at that time? “A. Yes, we did. “Q. What was your agreement with them? “A. To adopt her and raise her as their own daughter, to the best of their ability, educate her. “Q. Was this agreement a written agreement or an oral agreement? “A. Oral.” From that time forward, until Irene’s marriage in 1946, Irene resided continually with the Merickels, and the Merickels raised and provided for Irene. Irene’s natural parents did not provide for Irene in any way after she began living with the Merick-els. Indeed, the next communication between Irene and her natural parents was in 1948 when Irene was twenty, had been married two years, and had already given birth to a child. The Phillipses had known nothing of these events.
During her years with the Merickels, at school and in the community, Irene used the name Irene Merickel. Her childhood friends knew that Irene resided with the Merickels, referred to them as “mother and dad,” was a loving daughter to the Merick-els, and, in the community at large, the Merickels were considered to be Irene’s parents. When Irene was married, the wedding invitation announced the marriage of the Merickels’ “daughter Mary Irene.”
Jessie Merickel died intestate in early 1979. Mary Lou Merickel survived her husband by several months and died intestate later that same year. Irene brought an action against Roberts and Peacock, the co-personal representatives of Mrs. Merickel’s estate. Her action was based on the widely recognized theory of virtual adoption.1 Annot., 97 A.L.R.3d 347 (1980).
Such an action seeks the specific performance of an agreement to adopt after the death, intestate, of the last surviving putative foster parent, when, paradoxically, the agreement can no longer be specifically performed. But what can be enforced by such an action is the establishment of filiation where the child can be shown to have been virtually adopted.2 Sheffield v. Barry, 153 Fla. 144, 14 So. 2d 417 (1943).
The action is: “. . . invoked to avoid an unfair result from the application of intestacy statutes. Its underlying theories are drawn from the realm of contract law and the relevant elements include some showing of an agreement between the natural and adoptive parents, performance by the natural parents of the child in giving up custody, performance by the child by living in the home of the adoptive parents, partial performance by the foster parents in taking the child into the home and treating her as their child, and, finally, the intestacy of the foster parent.” Habecker v. Young, 474 F. 2d 1229, 1230 (5th Cir. 1973) (applying Florida law).
And see Roberts v. Caughell, 65 So. 2d 547 (Fla.1953); Sheffield v. Barry, supra. The trial court entered judgment in favor of the defendants. Irene Laney appeals, and we reverse.
In the present case, every element of the action — the agreement to adopt; the surrender of custody by Irene’s natural parents; the performance by Irene in living throughout her childhood in the home of the Merickels; the partial performance by the Merickels in taking Irene into the home and treating her as their child; and the intestacy of Mrs. Merickel — was clearly and convincingly established by Irene.3 The defendants’ argument that this overwhelming evidence is eroded by a single instance when Irene was legally required (ironically, because not formally adopted) to sign her marriage application in the name given her at birth is ludicrous. Such paltry evidence is legally insufficient to overcome her claim to virtual adoption. See In re Estate of Lamfrom, 90 Ariz. 363, 368 P. 2d 318 (1962).
And, even if, arguendo, the relationship between Irene and the Merickels was distant — even non-existent — after 1963 when Irene was thirty-five, such a fact does not serve to defeat Irene’s claim, long since vested by virtue of the actions of the Mer-ickels and Irene during Irene’s childhood. The performance required by the child is satisfied by living in the home of the adoptive parents, not by being an ideal child forever, or even during childhood. Lastly, despite the defendants’ contrary suggestions, there is absolutely no evidentiary value in the fact that Irene knew she was not formally adopted (which fact, by definition, is the gist of this lawsuit) or was unaware of the agreement (to which she was not a party) between her natural parents and the Merickels until Mrs. Merickel died.
Accordingly, we reverse the judgment below with directions to enter judgment for the plaintiff.
Reversed and remanded, with directions.
. This theory, sometimes referred to as “equitable adoption” or “adoption by estoppel,” while authorizing a claim for an intestate share of the adoptive parent’s estate, has been held not to authorize a claim by a virtually adopted child under the Florida Wrongful Death Act. Grant v. Sedco Corporation, 364 So. 2d 774 (Fla.2d DCA 1978).
. It is no impediment to the action that the agreement to adopt be oral, since if, arguendo, such an agreement is within the statute of frauds, the very proof required to establish entitlement to relief, performance by the child and partial performance (that is, all the indicia of adoption without formal adoption) by the “adoptive” parents, would take the agreement out of the statute. Roberts v. Caughell, 65 So. 2d 547 (Fla.1953).
. The plaintiff need only prove the elements of virtual adoption by a preponderance of the evidence. Roberts v. Caughell, supra; Moran v. Adler, 570 S.W. 2d 883 (Tex.1978). Contra, In re Estate of Lamfrom, 90 Ariz. 363, 368 P. 2d 318 (1962) (burden to prove by clear and convincing evidence).
Cases With Similar Vibessemantic neighbors from the corpus
Citator
Cited By
-
In re the Matter of Determination of Heirs OF Octavia Hodge v. Burnett, 470 So. 2d 740 (Fla. 5th DCA 1985)…er with an agreement that the other will adopt the child then the child will be deemed to have an enforceable contractual right. Sheffield v. Barry, 153 Fla. 144, 14 So. 2d 417 (1943); Roberts v. Caughell, 65 So. 2d 547 (Fla.1953); Laney v. Roberts, 409 So. 2d 201 (Fla. 3d DCA 1982); Habecker v. Young, 474 F. 2d 1229 (5th Cir.1973) (applying Florida Law). The seminal, as appellate courts often say, case is Sheffield v. Barry, 153 Fla. 144, 14 So. 2d 417 (1943) where it was declared that an oral or written pr…
-
Evergreen SOD Farms, Inc. v. Vontarous McCLENDON, 513 So. 2d 1311 (Fla. 1st DCA 1987)…een carried out; as such it is essentially a matter of equitable relief. See also Roberts v. Caughell, 65 So. 2d 547 (Fla.1953). The purpose of the doctrine is to avoid unfair results from the application of the intestacy statutes, Laney v. Roberts, 409 So. 2d 201 (Fla. 3d DCA 1982), and being only an equitable remedy to enforce a contract right, it is not intended or applied to create the legal relationship of parent and child. Grant v. Sedko Corp., 364 So. 2d 774 (Fla. 2d DCA 1978); In re Adoption of R.A.B.…
-
Mahala Tarver v. Evergreen SOD Farms, Inc., 533 So. 2d 765 (Fla. 1988)…7); In re Heirs of Hodge, 470 So. 2d 740 (Fla. 5th DCA 1985); J.E.W. v. Estate of Doe, 443 So. 2d 249 (Fla. 1st DCA 1983), review denied, 451 So. 2d 848 (Fla.), appeal dismissed, 469 U.S. 1030, 105 S.Ct. 499, 83 L.Ed.2d 392 (1984); Laney v. Roberts, 409 So. 2d 201 (Fla. 3d DCA 1982); Roberts v. Caughell, 65 So. 2d 547 (Fla.1953). However, in Grant v. Sedeo Corp., 364 So. 2d 774 (Fla. 2d DCA 1978), the theory of virtual adoption has been held not to authorize a claim by a virtually adopted child under the Flor…
Previewing 3 of 9 citing cases — full citator treatment, depth of discussion, and citing context are member features.
Join FLexlaw to unlock all legal intelligenceAuthorities Cited
- Sheffield v. Cora Wittstock Barry, 153 Fla. 144 (Fla. 1943)
- Roberts v. Caughell, 65 So. 2d 547 (Fla. 1953)
- Grant v. Sedco Corp., 364 So. 2d 774 (Fla. 2d DCA 1978)
- Habecker v. Young, 474 F.2d 1229 (5th Cir. 1973)