Also known as:omitted child · pretermitted child · pretermitted children · pretermitted heir
Written by attorneys — see sources below.
2 senses
1
A statutory protection granting a child born or adopted after a testator executes a will a share of the estate equal in value to the intestate share the child would have received. The protection applies when the testator had no living children at execution and made no provision for the later child. An exception withholds the share when the will devised all or substantially all of the estate to the omitted child's other parent who survives the testator and takes under the will.
2
Sense 1
1
Sense 1
A statutory protection granting a child born or adopted after a testator executes a will a share of the estate equal in value to the intestate share the child would have received. The protection applies when the testator had no living children at execution and made no provision for the later child. An exception withholds the share when the will devised all or substantially all of the estate to the omitted child's other parent who survives the testator and takes under the will.
See Our Sources· 2 primary sources
Uniform Acts
Sense 2
2
Sense 2
A statutory protection granting an omitted child a share limited to the devises made to the testator's then-living children. That limited portion is divided equally among all children including the omitted child, with ratable abatement of the earlier devises.
A statutory protection granting an omitted child a share limited to the devises made to the testator's then-living children. That limited portion is divided equally among all children including the omitted child, with ratable abatement of the earlier devises.
Each sense below has its own examples, sources, and questions.
Examples2
After-Born Daughter Claims Intestate Share
Evan executed a will leaving his entire estate to his former wife Lena. Years later Evan married Maria and they had a daughter Chloe. Evan died without revising the will. Chloe petitions for an omitted-child share. Because Evan had no children when he signed the will and the devise went to a former spouse rather than Chloe's other parent, the statute awards Chloe the share she would have received had Evan died intestate.
Posthumous Child Seeks Protection
A testator executed a will before any children existed. After the will was signed the testator and spouse conceived a child through assisted reproduction. The testator died before the child's birth. The child petitions for an omitted-child share. The statute treats the posthumous child as omitted and supplies the intestate share unless the will left substantially all assets to the surviving parent.
Woodward v. Commissioner of Social Security760 N.E.2d 257, 270 (Mass.2002)
In January 1993, Lauren Woodward and her husband Warren Woodward, who had been married for approximately three and one-half years and remained childless, learned that Warren had leukemia. The couple arranged for a quantity of Warren's semen to be medically withdrawn and preserved through a process known as sperm banking before he began treatment. Warren underwent an unsuccessful bone marrow transplant and died in October 1993, after which Lauren was appointed administratrix of his estate.
In October 1995, Lauren gave birth to twin girls who had been conceived through artificial insemination using Warren's preserved semen. In January 1996, she applied to the Social Security Administration for child's insurance benefits under 42 U.S.C. § 402(d)(1) and mother's benefits under 42 U.S.C. § 402(g)(1). The SSA denied the claims on the ground that the twins were not the husband's children within the meaning of the Act.
In February 1996, while pursuing appeals from the SSA denial, Lauren filed a complaint for correction of birth record in the Probate and Family Court against the clerk of the city of Beverly, seeking to add Warren as the father on the twins' birth certificates. In October 1996, a Probate Court judge entered a judgment of paternity based on stipulations of voluntary acknowledgment of parentage and ordered the birth certificates amended to declare Warren the children's father.
An administrative law judge conducted a de novo hearing. The judge concluded that the children did not qualify for benefits because they were not entitled to inherit from Warren under Massachusetts intestacy and paternity laws. The SSA appeals council affirmed that decision. Lauren appealed to the United States District Court for the District of Massachusetts. The court certified the question regarding the inheritance rights of posthumously conceived children under Massachusetts intestacy law to the Supreme Judicial Court because the parties agreed that a determination under state law was dispositive and no directly applicable precedent existed.
When does an omitted child receive an intestate share under the statute?
An omitted child receives an intestate share when the testator had no living children at will execution and later failed to provide for the child in the will. The share equals what the child would have taken had the testator died intestate. The exception applies only when the will left substantially all assets to the child's other surviving parent who takes under the will.
Supporting sources
Does a devise to a former spouse bar an omitted child's claim?
A devise to a former spouse does not bar the claim. The statutory exception requires that substantially all of the estate pass to the omitted child's other parent. A former spouse is not that parent, so the child receives the intestate share.
Supporting sources
Does lifetime support of the child defeat an omitted-child claim?
Lifetime support does not defeat the claim. The statute protects the child unless the testator made an outside transfer intended as a substitute for a testamentary gift or the will left substantially all assets to the other parent.
Supporting sources
Examples1
Omitted Child Limited to Sibling Devises
Amelia executed a will devising her apartment buildings to her three then-living children and the residue to her spouse Christina. After execution Amelia gave birth to Martin and died without updating the will. Martin claims an omitted-child share. The statute limits Martin's recovery to the buildings devised to the then-living children, leaving the cash residue with Christina.
1 common questions
Students Frequently Ask...
How is the omitted child's share calculated when living children received devises?
The omitted child's share is limited to the devises made to the then-living children. That limited portion is divided equally among all children including the omitted child, with ratable abatement of the earlier devises.
Supporting sources
760 N.E.2d 257, 270 (Mass.2002)
Footnotes : Lauren Woodward (wife), on her own behalf as parent and guardian and on behalf of her minor children, and as administratrix of the estate of Warren Woodward (husband). : The term "natural child" (or "natural children") does not occur in any applicable Massachusetts statute. It is…
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