Lankford v. Wright
374 N.C. 115, 489 S.E.2d 604 (1997)
Lankford was born and
unofficially adopted by her mother's neighbor (the Newtons). She lived
her entire life acting as if the Newtons were her true parents.
Mrs. Newton had prepared a
will, but it was damaged, so when she died, the will was declared invalid.
Lankford filed for a
declaratory judgment declaring her to be the heir of Newton's estate.
Newton's administrator (Wright), and Newton's other relatives filed to
block the declaration.
The Trial Court granted
Wright's motion. Lankford appealed.
The Trial Court found that
Lankford had never been officially adopted as per North Carolina State
law.
Lankford argued that there
was an equitable adoption, but
North Carolina common law does not recognize equitable adoption.
Equitable adoption is similar to common-law marriage, where
people act as parent and child even though they never make it
'official'.
The North Carolina Supreme
Court reversed.
The North Carolina Supreme
Court found that the State should adopt the doctrine of equitable
adoption.
"Equitable adoption protects the interests of a person who was
supposed to have been adopted as a child but whose adoptive parents
failed to undertake the legal steps necessary to formally accomplish the
adoption."
Elements necessary to
establish equitable adoption for
inheritance purposes are:
An express or implied
agreement to adopt.
Reliance on that agreement.
Natural parents giving up
the child.
The child living with the
adoptive parents.
The adoptive parents
taking care of the child.
The adoptive parents dying
intestate.
In a dissent it was argued
that the North Carolina legislature had quite clearly established
guidelines for adoption and inheritance and the courts should follow them.
In addition, it was argued
that a contract to adopt a child is not a contract to devise or bequeath
property to that child.
Equitable adoption is really only applicable to inheritance
situations. It isn't used for other family law issues.
Remember, a person who has
been equitably adopted can inherit
from an adoptive parent,
but cannot inherit through
as adopted parent.