In the Matter of the Estate of JOSÉ VICENTE DE LAVEAGA, Deceased. MARIA JOSEFA CEBRIAN et al., Appellants, v. A. J. M. DE LAVEAGA et al., Respondents.
S. F. No. 3588
In Bank
February 9, 1904
Rehearing Denied March 11, 1904
142 Cal. 158
J. V. Coffey, Judge
ID.—LEGITIMATION BY ADOPTION. — In order to complete legitimation of an illegitimate child by adoption under
ID.—RECEPTION INTO FAMILY OF UNMARRIED MAN. — The fact that the father of the illegitimate child is an unmarried man, and has no family, except the illegitimate child, does not authorize the provision of the code in that respect to be dispensed with; but he must receive him, and cannot send him elsewhere; and if he have a home or place of residence into which he can receive him, he must receive him there as an indispensable condition of adoption, under
ID.—PUBLIC ACKNOWLEDGMENT OF CHILD. — A document signed in the presence of witnesses, declaring that a person, named and described as then living, as a foster son, with a physician named, and with the latter‘s family, who was the illegitimate child of a mother named, was his own son, and was made his sole and lawful heir, though a good acknowledgment to make him the heir of the person acknowledging him, under
APPEAL from a judgment of the Superior Court of the City and County of San Francisco. J. V. Coffey, Judge.
The facts are stated in the opinion of the court.
J. J. Dwyer, Garber, Creswell & Garber, and Thomas F. Barry, for Respondents.
VAN DYKE, J. — This appeal is from a decree of final distribution of “the residue of the estate” of José Vicente de Laveaga, deceased. The appeal is taken by Maria Josefa Cebrian, Maria C. de Laveaga, and Miguel A. de Laveaga, who were, respectively, the two sisters and the brother of said decedent. The said decree distributed said “residue” of said estate among said three appellants and the respondent Anselmo J. M. de Laveaga. The appeal is not taken from the whole of said decree, but only in so far as it adjudges that the respondent Anselmo J. M. de Laveaga is entitled to one-fourth part of said “residue” thereby distributed, or to any other part thereof, or to any interest at all.
Although the record in this case is very voluminous, and the printed argument of counsel on the respective sides quite elaborate and also voluminous, the questions involved are reduced to two propositions. These, as stated by the appellant, are: First, whether under
“Every illegitimate child is an heir of the person who, in writing, signed in the presence of a competent witness, acknowledges himself to be the father of such child; and in all cases is an heir of his mother; and inherits his or her estate, in whole or in part, as the case may be, in the same manner as if he had been born in lawful wedlock; but he does not represent his father or mother by inheriting any part of the estate of his or her kindred, either lineal or collateral, unless, before his death, his parents shall have intermarried, and his father, after such marriage, acknowledges him as his child, or adopts him into his family; in which case such child and all the legitimate children are considered brothers and sisters, and on the death of either of them, intestate, and with-out issue, the others inherit his estate, and are heirs, as here-
inbefore provided, in like manner as if all the children had been legitimate; saving to the father and mother respectively their rights in the estates of all the children in like manner as if all had been legitimate. The issue of all marriages null in law, or dissolved by divorce, are legitimate.”
The second point upon which the appellant relies is, that the respondent was never legitimated or adopted under
“The father of an illegitimate child, by publicly acknowledging it as his own, receiving it as such, with the consent of his wife, if he is married, into his family, and otherwise treating it as if it were a legitimate child, thereby adopts it as such; and such child is there-upon deemed for all purposes legitimate from the time of its birth. The foregoing provisions of this chapter do not apply to such an adoption.”
On the other hand, it is contended that the respondent was adopted under the provisions of
It is also found that said José Maria de Laveaga left a so-called will, in the words and figures following, to wit:
“In the name of God, amen. I, José M. de Laveaga, of Los Aguilas Ranch, San Benito County, state of California, of the age of 33 years 1 mth & 27 days, and being of sound and disposing mind, and not under any restraint, or the influence or representation of any person whatever, do make, publish and declare this my last will and testament, in manner following, that is to say:
“First. I direct that my body be decently buried without undue ceremony or ostentation; but with proper regard to my station and condition in life, and the circumstances of my estate.
“Secondly. I direct that my executors hereinafter named, as soon as they have sufficient funds in their hands, pay my funeral expenses, and lawful debts.
“Thirdly. Whereas all my kindred and relations are in good and easy circumstances, I herewith distinctly declare that I not give, bequeath, nor devise anything to any of my kindred or relatives however near; with the exception of my brother José Vicente, and this only in below specified case; but give, bequeath, and devise all of my property to my son Anselmo José Maria, born in Mazatlan, Mexico, to Basilia Sanchez, deceased, on the 21st day of April, 1868, and to-day residing with Doctor Wm. Dohrmann at No. 535 Bryant St. corner of Zoe, to the exclusion of all and everybody else, as this is the only child, I swear before God and men to have.
“Fourthly. I wish to have it understood, that said Anselmo José Maria, will not enter into possession of anything now belonging to me, before he reaches his full age, and has learned some profession, for which purpose the executors hereinafter named will give him a thorough education.
“Fifthly. In case of death of said Anselmo José Maria, all of my estate goes to my brother José Vicente de Laveaga.
“Lastly. I hereby appoint my said brother José Vicente de Laveaga and my friend Frederick W. Dohrmann (of the firm of B. Nathan & Co.) both of the city of San Francisco, California, the executors of this my last will and testament; hereby revoking all former wills by me made.
“In witness whereof, I have hereunto set my hand and seal this 8th day of November in the year of our Lord one thousand eight hundred and seventy-seven.
“J. M. de LAVEAGA. (Seal.)
“The foregoing instrument, consisting of one page besides this, was, at the date thereof, by the said José M. de Laveaga signed and sealed and published as, and declared to be his last will and testament, in presence of us, who, at his request, and in his presence, and in the presence of each other, have subscribed our names as witnesses thereto.
“A. M. ABREGO, Residing at Los Aguilas.
“GREEN DEVAUL, Residing at Los Aguilas.”
It is further found that another instrument in writing in the German language was executed by said José Maria de Laveaga in his lifetime, of which the following was a translated copy:—
“Done
“San Francisco, California. May 24th Anno 1878.
“By these presents and by my name, hereunto subscribed with my own hand, I, Joseph Maria de Laveaga, before and in the presence of the witnesses whose names have been likewise hereunto subscribed with their own hands, and being in the full possession of my intellect and in good health, (having come here temporarily from my rancho, Los Aguilas, San Benito County,) do truthfully and solemnly declare:
“That the boy, born at Mazatlan in Mexico on April 21st Anno 1868, therefore at present 10 years old, named Joseph Anselm Sanchez, who, since September 20th of the year 1873, has been, and is now, living as a foster son with Wilhelm Dohrmann, M. D., engaged here in medical practice, and with the latter‘s family, is my own son, and is hereby acknowledged as such by me, his own true father, before these witnesses orally and in writing, just as I have already after the death years ago of his own mother, Basilia Sanchez, by means of a testamentary disposition (that is, to say, years ago) made him my sole and only lawful heir of the estate to be left by me, and I hereby repeatedly acknowledge and confirm him with all his legal claims of inheritance and other rights and consequences connected with and in law and justice arising out of this my acknowledgment, which an own son may have.
“Whereof this preliminary instrument is witness (viz. of this my act of acknowledgment) (and at the same time of the previous testamentary disposition as to the inheritance of my estate) amongst the living and in case of death, reserving com-
pliance with the further formality, if required by law, of a proper notarial instrument and other like things, which owing to the absence of the notary public, Mr. E. V. Sutter, of this city, will be effected and regularly done in addition hereto after his return. “Thus done and subscribed, under date and in the year, as above, on May 24th, 1878.
J. M. DE LAVEAGA.”
“As witnesses and for the genuineness of the above signature:
“F. A. SCHRODER,
“WILHELM DOHRMANN,
“Dr. M.”
And it is further found that the said will of José Maria de Laveaga was admitted to probate December, 1895. That by reason of the premises the court concludes that the said Anselmo José Maria de Laveaga is one of the four heirs at law next akin of the testator, José Vicente de Laveaga, and is entitled to one fourth part of the residue of his estate.
The findings of the court to the effect that the respondent was adopted by José Maria de Laveaga are challenged by the appellant, as being unsupported by the evidence.
From the evidence the following appear to be the facts of the case. In 1867 the family of the elder de Laveaga moved from Mazatlan to San Francisco. He was a banker, and possessed of considerable means. He had three sons and three daughters. One son, José Maria de Laveaga, and three daughters came with the family. Miguel A. de Laveaga, one of the sons, and an appellant herein, was at the time at school in Germany, and the other son, José Vicente, whose estate is now under consideration, came up subsequently. With the family two sisters of the mother and several servants also came. Among the servants was Basilia Sanchez, claimed to be the mother of the respondent by José Maria de Laveaga, who was at that time twenty-two or twenty-three years of age, and the said Basilia Sanchez about twenty-five years of age. After remaining in San Francisco about three months, this Basilia Sanchez, in the fall of 1867, the same year in which they arrived here, returned to Mazatlan, where she gave birth to the respondent, as already stated, April 21, 1868. She died in Mazatlan in May, 1872. The respondent was brought from Mazatlan to San Francisco September 20, 1873, when he was
The will of José Maria, set out in the findings above, remained in the possession of José Vicente, his brother, until after the latter‘s death, when it was found among his effects and probated, as already stated. This, therefore, could not have been any public acknowledgment. In fact, respondent‘s counsel complain that the will was suppressed and kept from the public by José Vicente while he lived.
The other document signed by José Maria de Laveaga, and witnessed by F. A. Schroder and Dr. Dohrmann, and said to have been drawn up by Dr. Dohrmann, simply declares that the respondent here is his own son, born at Mazatlan in Mexico, and that his mother was Basilia Sanchez, and that he “is now living as a foster son with Wm. Dohrmann, M. D. . . . and with the latter‘s family.” This is a good acknowledgment of an illegitimate child so as to make him the heir of the person acknowledging him under
There is no former decision of this court which can be taken as authority against the views above expressed, although some expressions of individual justices adverse to those views may be found. In re Jessup, 81 Cal. 408, is the only case where an opinion concurred in by a majority of the court has intimated any contrary views; but in that case what was intimated, although not clearly expressed, on the subject was unnecessary to the decision. Moreover, the opinion was concurred in by only four of the justices, one of whom afterwards expressed dissatisfaction with it, declaring that it was, so far as the question here involved is concerned, mere dicta, and said: “I concurred in the opinion; but as I was thoroughly convinced that the facts in the case did not bring it within the code, under any possible construction of it, I must have failed to consider as thoroughly as I should have done the views above referred to. Upon mature deliberation I am satisfied that they are wrong.” (See Blythe v. Ayres, 96 Cal. 593.) Under these circumstances In re Jessup cannot be taken as an authority on the subject in any way controlling. In Blythe v. Ayres, 96 Cal. 557, in an opinion by one of the justices, there were views expressed contrary to those above stated; but these views were unnecessary to the decision of the case, and, moreover, were concurred in by only two of the other justices. Justice McFarland, whose concurring opinion was
With lax laws on the subject of divorce, and the lax administration of such laws, it only requires that all distinction between legitimates and illegitimates be abolished to practically abolish also the marital relation, and thus destroy the home, with all its hallowed associations. Society itself is but the aggregation of families, and to the extent that we weaken the family tie we sap the foundation of society. The history of mankind fortunately illustrates that no laws of any people have ever attempted to abolish all distinctions between legitimate and illegitimate children. For a brief period in the terrible history of the French Revolution an innovation in a limited sense was attempted, and in reference to this innovation Chancellor Kent says: “In June, 1793, in the midst of a total revolution in government, morals, and laws, bastards, duly recognized, were admitted to all the rights of lawful children. But the Napoleon code checked this extreme innovation.” (4 Kent‘s Commentaries, 415.) That the marriage relation is the foundation of all society has been so frequently expressed by this court that it is entirely unnecessary to refer to the cases wherein it is so held. Courts of other jurisdictions, it may be said, have also uniformly so decided. In Reynolds v. United States, 98 U. S. 145, the supreme court of the United States, passing upon the anti-polygamy legislation, says: “Marriage, while from its very nature a sacred obligation, is
Our conclusion from the foregoing, therefore, is, that the respondent was never adopted so as to be deemed a legitimate child of José Maria de Laveaga as required by
The portion of the judgment and decree appealed from is reversed and the cause remanded for further proceedings in accordance with this opinion.
McFarland, J., Henshaw, J., Shaw, J., Angellotti, J., and Lorigan, J., concurred.
BEATTY, C. J. — For want of time, I have never been able to make such an examination of the voluminous record and printed arguments in this case as would warrant me in saying that the judgment of the superior court is free from error, but the denial of respondent‘s petition for a rehearing gives me occasion to say that, so far as the opinion of the court may seem to imply that the evidence does not sustain the findings of the trial judge to the effect that respondent‘s father did publicly acknowledge him as his own child, and treat him as if he were legitimate, it is not, in my opinion, sustained by the record. There is not only sufficient evidence, but, I think, strongly preponderating evidence, in support of these findings. The principal ground of the decision, however, as I understand the opinion of the court, is the failure of his father to receive the respondent into his family, and in connection with this point it is held that reception into the family of the father is an indispensable condition of legitimation under
The contrary was held in the Jessup case, and it was a point decided, and not, as stated in the opinion of the court, obiter dictum. The effect of the decision in that case was to remand the cause for a new trial, and it was the duty of the court to decide the questions which must necessarily arise upon the new trial, one of which was the proper construction of
It is possible, notwithstanding the mature consideration
Under the circumstances I think the case deserved further consideration.
