Plaintiff, Pamela Mattison, gave birth to twins who were conceived by artificial insemination after their father, Jeffery Mattison, had died. She sought social security survivors' benefits for the children based on Jeffery's earnings. The Social Security Administration denied her application, and an administrative law judge affirmed that decision. Plaintiff then filed an action in the United States District Court for the Western District of Michigan challenging the decision. That court has asked us to rule on the determinative issue, which is whether the children can inherit from Jeffery under Michigan intestacy law. Only if they can inherit would they be entitled to social security survivors' benefits.
The district court certified the question to this Court in accordance with MCR 7.305(B) in these words:
Having heard oral argument, we grant the district court's request to answer the question. We hold that, under Michigan intestacy law, plaintiff's children cannot inherit from Jeffery. We return the matter to the district court for further proceedings as that court deems appropriate.
Plaintiff and Jeffery Mattison were married in 1995. In 1997, plaintiff became pregnant with the aid of artificial insemination and gave birth to a daughter. Plaintiff and Jeffery wanted more children but were unable to conceive naturally because of Jeffery's medical conditions, which included lupus, diabetes, high blood pressure, and kidney failure.
Because chemotherapy treatment for lupus would damage Jeffery's sperm, he interrupted his chemotherapy treatment and deposited his semen into a sperm bank, where it was frozen and stored. Soon after the birth of his daughter, Jeffery executed a general durable power of attorney that appointed plaintiff as his attorney-in-fact. Included among the powers given to her was the authority to "take any and all action necessary pertaining to any sperm or embryos [Jeffery] may have stored including their implantation or termination." In October 2000, plaintiff and Jeffery began an in vitro fertilization program in which plaintiff received daily hormone injections. These were necessary to allow her eggs to be harvested.
Jeffery died unexpectedly on January 18, 2001, in Michigan. Plaintiff continued the in vitro fertilization program after his death and underwent egg retrieval on January 28, 2001. Those eggs were inseminated with Jeffery's sperm and transplanted into plaintiff on January 30, 2001. As a result of the transplantation process, plaintiff gave birth to twins on October 8, 2001.
On October 23, 2001, plaintiff filed an application for social security survivors' benefits based on Jeffery's earnings records on behalf of her twins. The Social Security Administration denied the application and later denied reconsideration. Plaintiff then requested a hearing on the matter. The presiding administrative law judge decided that plaintiff's twins were not entitled to social security survivors' benefits because they could not inherit from Jeffery under Michigan intestacy law. The Social Security Administration Appeals Council denied plaintiff's request for review of the administrative law judge's decision.
We granted oral argument on whether to answer the question certified to us.
The Social Security Act authorizes disbursement of survivors' benefits for children who were dependent on a deceased worker before his or her death.
Whether an applicant is the child of a deceased wage earner for purposes of the Social Security Act is governed by 42 U.S.C. § 416(h)(2)(A), which provides:
Thus, because Jeffery was domiciled in Michigan when he died, the issue to be resolved is whether our state intestacy law permits the twins to inherit from Jeffery.
The United States Supreme Court recently spoke on this subject in the case of Astrue v. Capato.
The trial court found that the respondent's deceased husband was domiciled in Florida at his death. Under Florida law, children conceived after a parent's death cannot inherit from that parent through intestate succession and thus cannot receive social security survivors' benefits as children of that parent. The United
Michigan law has long established that the rights to intestate inheritance vest at the time of a decedent's death.
Several EPIC provisions bear on whether plaintiff's twins can inherit from Jeffery. The first, MCL 700.2101(1), provides that "[a]ny part of a decedent's estate not effectively disposed of by will passes by intestate succession to the decedent's heirs as prescribed in this act...." Next, MCL 700.2103 provides that "[a]ny part of the intestate estate that does not pass to the decedent's surviving spouse ... passes ... to [certain] ... individuals who survive the decedent[.]" MCL 700.1107(j) defines "survive" as meaning that "an individual neither predeceases an event, including the death of another individual, nor is considered to predecease an event under [MCL 700.2104 or MCL 700.2702]."
Likewise, MCL 700.2106(3)(b) defines "surviving descendant" as "a descendant who neither predeceased the decedent nor is considered to have predeceased the decedent under [MCL 700.2104]." MCL 700.2104 states, "An individual who fails to survive the decedent by 120 hours is considered to have predeceased the decedent for purposes of ... intestate succession, and the decedent's heirs are determined accordingly." Hence, an individual must be alive when the decedent dies and live more than 120 hours afterward to inherit from the decedent's estate under the laws of intestate succession.
Also relevant is MCL 700.2108 which states, "An individual in gestation at a particular time is treated as living at that time if the individual lives 120 hours or more after birth." Finally, MCL 700.2114(1)(a) provides, in pertinent part:
On the basis of these provisions, there are two groups of people relevant to this case that may acquire intestate inheritance rights: (1) descendants alive at the moment of the decedent's death who live more than 120 hours immediately following the decedent's death and (2) descendants in gestation at the time of the decedent's death who live 120 hours after birth.
Considering these statutes, plaintiff's twins cannot inherit from Jeffery by intestate succession. The record shows that plaintiff's eggs were not inseminated with Jeffery's sperm and implanted until January 30, 2001, which was 12 days after Jeffery died. Because plaintiff's twins were not in gestation at Jeffery's death, no inheritance rights vested in them at that time pursuant to MCL 700.2108. Moreover, because the twins were not living at the time of his death, they had no inheritance rights as heirs pursuant to MCL 700.2104.
Nor does MCL 700.2114(1)(a) allow the twins to inherit from Jeffery. That statute indicates that, for purposes of intestate succession, a child is presumed to be the natural issue of both spouses if born or conceived during the marriage. It includes in that presumption children conceived by a married woman with the consent of her husband following the use of assisted reproductive technology. Applying that provision here, the twins were neither conceived nor born during plaintiff and Jeffery's marriage because "[m]arriage is a status that legally terminates... upon the death of a spouse...."
In sum, nothing in EPIC or in other relevant statutory provisions contemplates intestate succession rights for plaintiff's twins. Because they were conceived and born after Jeffery's death, they did not survive him as his heirs in the eyes of the law. Therefore, we answer the certified question in the negative.
We hold that under Michigan intestacy law, plaintiff's twins, who were conceived after the death of Jeffery Mattison through artificial insemination using his sperm, cannot inherit from Jeffery as his children. We answer the certified question in the negative and return the case to the district court for such further proceedings as that court deems appropriate.
STEPHEN J. MARKMAN, DIANE M. HATHAWAY, MARY BETH KELLY and BRIAN K. ZAHRA, JJ., concur.
MARILYN J. KELLY, J. (concurring).
I write separately to express my view that although the Court's decision in this matter is accurate and required by the law, it is lamentable.
It is undisputed that the twins are Jeffery Mattison's biological children in that his sperm were used to inseminate plaintiff's eggs. Yet Michigan intestacy law prevents these children from inheriting from their father and, as a consequence, from receiving social security survivors' benefits. This is because our Legislature has not made provision for children conceived
It is not known whether the Legislature has ever considered the problem presented here. If it had, it would have been confronted with the fact that gestation by assisted reproductive technology can occur long after the death of one parent. If the estate of the deceased parent had to remain open while the widow or widower contemplated the use of assisted reproductive technology, timely probating of the estate could be frustrated.
Standing in contrast to that consideration is the fact that one goal of the Estates and Protected Individuals Code (EPIC)
It is not the role of this Court to fashion a legal remedy allowing after-conceived children to inherit from a deceased parent by intestate succession. But the Legislature is capable of providing for it. For instance, the Legislature could provide for a limited period after a person's death during which his or her spouse could arrange for a child to be conceived by assisted reproductive technology. It could provide that a child conceived within that period would be entitled to inherit from the deceased parent by intestate succession. Alternatively, the Legislature could mandate that the conception occur within a reasonable time after a spouse's death in order for the child to be eligible to inherit.
Some state legislatures have already grappled with the issue, while others have not, as summarized by this chart that also identifies the source of the law in each state:
TABLE 1: APPROACHES TO POSTHUMOUSLY CONCEIVED CHILDREN FOR PROBATE PURPOSES BY JURISDICTIONSource [6 ]Includes Excludes Unclear Jurisdiction
1946 MPC 4 Indiana, Maryland, Ohio, Pennsylvania 1969 UPC 3 Maine, Nebraska, Tennessee 1988 USCACA 1 Virginia 1990 UPC 7 Alaska, Arizona, Hawaii, Michigan, Montana, Vermont, West Virginia, Wisconsin 2000 UPA 7 Alabama, Delaware, New Mexico, Texas, Utah, Washington, Wyoming 2008 UPC 2 Colorado, North Dakota Other statute 4 6 12 Includes: California, Florida, Iowa, Louisiana Excludes: Georgia, Idaho, Minnesota, South Carolina, South Dakota, New York Unclear: Connecticut, District of Columbia, Illinois, Kansas, Missouri, Oklahoma, Kentucky, North Carolina, Oregon, Rhode Island, Mississippi, Nevada Caselaw 2 2 Includes: Massachusetts (Woodward);[ 7 ] New Jersey (Kolacy)[8 ] Excludes: Arkansas (Finley);[9 ] New Hampshire (Khabbaz)[10 ]Total 8 9 34
It is incumbent on the Legislature to keep our laws abreast of our times. This is especially true given the "growing and complex area of nontraditional family life" and the increasing prevalence of assisted reproductive technology.
For these reasons, I urge our Legislature to specifically address the issue presented in this case in the near future.
MICHAEL F. CAVANAGH, J., concurs.
YOUNG, C.J. (dissenting).
While I agree with the majority's analysis of our state's intestacy laws, I respectfully dissent and would decline to answer the certified question. I do so for two reasons.
First, I continue to believe that this Court lacks the constitutional authority to issue advisory opinions
I concede that the question whether the children at issue are "heirs" of their deceased father under Michigan intestacy law is determinative to the federal case.
I believe that no serious debate regarding the plain language of the relevant laws
For these reasons, I respectfully dissent and would decline to answer the certified question.
However, beginning with 1978 PA 642, the Legislature amended the law, providing in former MCL 700.109(2) that "[h]eirs of the decedent conceived before his death but born thereafter shall inherit as if they had been born in the lifetime of the decedent." (Emphasis added.) With the enactment of the Estates and Protected Individuals Code (EPIC), 1998 PA 386, MCL 700.1101 et seq., the law was amended to reflect the current language, requiring that a child be "in gestation" at the time of a decedent's death in order to be treated as living at that time. Thus, the Legislature has twice amended the law to unambiguously reflect that an afterborn child may take as an heir under our intestate succession provisions provided that the child is in utero at the time of a decedent's death.
Moreover, the enactment of MCL 700.2114(1)(a) affirmatively repudiates any claim that the Legislature failed to consider the implications of advanced reproductive technology on Michigan's law of intestate succession. MCL 700.2114(1)(a) states that the necessary "parent and child relationship" may be established when a "child [is] conceived by a married woman with the consent of her husband following utilization of assisted reproductive technology...."
While the concurrence believes that the Legislature's failure to allow after-conceived children to inherit under our law of intestate succession is lamentable, such a policy choice is perfectly consistent with the Legislature's stated "purposes and policies" underlying the enactment of EPIC, which include "promot[ing] a speedy and efficient system for liquidating a decedent's estate and making distribution to the decedent's successors." MCL 700.1201(c). Because frozen human reproductive material remains viable for many years, providing an open-ended period of entitlement for after-conceived children to take as heirs would prevent the closure of an intestate decedent's estate for an indefinite period of time.