Anderson v. BNY Mellon, N.A.

In 1941, Anna Child Bird executed a will with a testamentary trust that benefitted her sons, her grandsons, and their issue. At the time the will was executed, the law provided that an adopted child was excluded from the definition of "child." In 1958, the statute was amended to redefine the term "child" to include an adopted child. By its terms, however, the 1958 amendment applied only to testamentary instruments executed after 1958. In 2009, another amendment made the 1958 amendment applicable to all testamentary instruments regardless of when executed. Plaintiff was the biological great-grandchild of Anna, and Plaintiff had two adopted brothers. Plaintiff's father was a biological grandson of Anna. Plaintiff had been receiving income distribution from the testamentary trust established by Anna in her will. The Supreme Court concluded that the retroactive application of the 2009 amendment to Anna's trust, with the effect that Plaintiff's interest in the trust would be divided into three parts to cover her and her two adopted brothers, was unconstitutional. Remanded. View "Anderson v. BNY Mellon, N.A." on Justia Law