103 P. 512 | Or. | 1909
Opinion on the Merits
On the Merits.
Statement by
This is an escheat proceeding, brought in the circuit court of Union County, under the provisions of the act of February 19, 1903, (Laws 1903, p. 127) in the name of the State by F. S. Ivanhoe, district attorney of the Tenth Judicial District, against P. A. McDonald, as administrator of the estate of John Morrison, deceased.
The amended information was filed August 13, 1907, setting forth, in substance, that George E. Chamberlain, then Governor of the State, directed the district attorney to prepare and file the information in the name of the State; that John Morrison, late of Union County, was the last person lawfully seised of several tracts of land therein, describing them; that Morrison died intestate on January 31, 1905, leaving no heirs, children, widow, or known kindred capable of inheriting the same; that one portion of the lands was in the possession of P. A. McDonald, who, as administrator of the estate of John Morrison, is made a party to the proceeding, and-another is
Separate demurrers were interposed to the amended information; Minnie Goodman and Cora Joel joining in one, and all the other parties, excepting P. A. McDonald,
The reply denies the material averments of this answer, and affirmatively alleges that no notice of final settlement, based upon the final account filed January 22, 1907, was published in the manner prescribed by law, for any length of time in any newspaper in Union County, although there are, and were at that time, a number of newspapers published in that county, and of general circulation therein; and that any action of the county court, as set forth in the answer of P. A. McDonald, was and is void, because that court did not have jurisdiction to make an order directing the distribution of any of the proceeds of said estate, nor to adjudicate, settle, or confirm the matters and things contained in said purported final settlement.
Upon the defendants’ request a jury was called to try the issues, and at the close of the State’s case they moved for a nonsuit, which was denied, but before the cause was submitted, the State dismissed as to McDonald ana Friswold. A general verdict in favor of the State was returned, upon which a judgment was entered escheating both the real and personal property, and declaring the
delivered the opinion of the court.
2. This is a special proceeding in which general power over the subject-matter is vested by statute in the circuit court. The manner of .proceeding, and the facts necessary to be set forth in the information required to be filed, are specifically set forth in the statute, and they must be substantially complied with before there can be a valid adjudication. Wallahan v. Ingersoll, 117 Ill. 123 (7 N. E. 519). We think this has been done in this case, and that jurisdiction was acquired, at least so far as the real property is concerned. It will be observed that separate averments were made in the information respecting the title, ownership, and possession of the real property on the one hand, as distinguished from the personalty on the other. We presume this occurred because it was supposed that the possession was in different parties. We are not able to discover any other reason for such method of pleading; but, because of that circumstance, the claimants, or defendants, have challenged the pleading for misjoinder of two alleged separate causes of action—one to recover real, and the other to recover personal property in violation of Section 94, B. & C. Comp. That section, however, is one of the general rules of pleading, and has no application to this proceeding authorized by special statute. The act of February 19, 1903 (Laws 1903, p. 127), contemplates
“At any time after the death of such person, and whenever the Governor is informed, or has reason to believe, that any such property (real, personal, or mixed) has escheated'to the State, he shall direct the district attorney of the judicial district in which such property may be, to file an information”—setting forth the facts.
Upon the filing of such information process is to issue requiring all persons interested in the estate to appear and show cause, if any they have, why. the title should not vest in the State. By section 7, at any time before the time for answering expires, all persons named in the information may appear and answer, and may traverse or deny the facts stated in the information, the title of the State to lands, tenements, and other property therein mentioned. So that it plainly appears from the provisions of the act that separate informations are not to be filed because different parties may have possession of several parts of the estate, or because the title to both personal and real property may be involved. ■
3. In some jurisdictions each traverse of the information constitutes a separate case (in re Malone’s Estate, 21 S. C. 435-453) ; and, if the issues are so divergent as to require separate trials, it may be that a severance may rightfully be had by any of the defendants upon making proper and timely application therefor; but in this case, so far as the record discloses, all of the claimants, or defendants, proceeded to a joint trial without objection, and they are not now in a position to complain of that. This disposes of all of the objections raised by the several demurrers, excepting the special averment made by McDonald that the court had no jurisdiction to adjudicate the title as to the personalty.
“The county court shall have the jurisdiction pertaining to probate courts, * * and such other powers and duties * * as may be prescribed by law.” Article VII, Section 12.
Whatever is rightfully included in jurisdiction pertaining to probate matters is granted absolutely, and the legislature is powerless to take it away and transfer it to some other court. In determining what is jurisdiction pertaining to, probate courts under the constitution, it is necessary to consider what jurisdiction probate courts had at the time the constitution was framed and adopted, as it is presumed the phrase “pertaining to probate courts” was used in that instrument in the sense in which it was accepted in Oregon at that time. Adams v. Lewis, 5 Sawy. 229 (1 Fed. Cas. 132). It can hardly be questioned that at and immediately prior to the adoption of that instrument, probate courts in the then territory of Oregon, upon final settlement of an estate, proceeded to distribute the residue of the personal property of the estate, if any, among the persons who were by law entitled (St. 1855, p. 375, § 9), and this necessarily involved a judicial determination of heirship, or who were entitled to the personalty.
5. Soon after the adoption of the constitution, the legislature made the jurisdiction of the county court exclusive over the distribution of the estates of intestates among the heirs or other persons entitled thereto. Section 911, subd. 4; Section 1220, B. & C. Comp. This continued to be the unquestioned state of the law respecting jurisdiction of county courts until the enactment of the statute of 1903 respecting proceedings in escheat cases, under which this proceeding was brought. By section 5 thereof :
“After an information to escheat an estate has been filed in a circuit court of the State, and a summons has been issued and served upon the person or occupant in possession of said estate, as required in this act, and
Here is an attempt to take from the county court a part of its previously well-recognized jurisdiction over the personalty of an estate, and to invest the same jurisdiction exclusively in the circuit court, and the question necessarily arises whether it is within the power of the legislature so to do. This question was mooted in the case of State v. O’Day, 41 Or. 495 (69 Pac. 542), but as this court then construed the escheat law, it did not undertake to interfere in any way with the jurisdiction of the county court in probate matters, and hence it was thought immaterial to consider whether the legislature could constitutionally deprive it of such jurisdiction. Discussing the state of the escheat law at that time, Mr. Justice Bean, at page 503 of 41 Or. (page 545 of 69 Pac.), of the opinion, says: “It nowhere provides that the filing of an information in the circuit court to escheat personal property of the decedent will oust the county court of a previously acquired jurisdiction to settle the estate of the deceased, or vest in the circuit court the right to determine questions which by law belong exclusively to the county courts.” This, however, has since been attempted by the act now under consideration.
6. The powers of a county court in this State, as to probate jurisdiction, are not created by statute (Ramp v. McDaniel, 12 Or. 108: 6 Pac. 456), but originate in the constitution, where jurisdiction pertaining to probate matters is granted absolutely.
“When courts derive their powers from the constitution of the state or nation, although in general terms
While it may be that jurisdiction conferred by the constitution upon county courts over matters pertaining to probate courts is not an exclusive jurisdiction, yet it is quite certain that such jurisdiction is conferred, and that it includes the distribution of the personalty among the heirs or other persons entitled thereto. We are of the opinion, therefore, that the legislature does not possess the power to deprive the county court of its primary and fundamental jurisdiction to determine the heirship as to personalty and make distribution of the estate of a decedent, and its attempt to do so is unconstitutional. For this reason, under the facts of this case, the judgment, so far as it affects the title to the personalty of this estate, is void.
The information to which the demurrer of P. A. McDonald was directed alleges his appointment and qualification as administrator; that he took possession of the property of the estate; converted it into money; has fully administered upon the estate; has filed his final account; and has a residue of $15,663.62 in his hands. But it also alleges that the other defendants here are claiming to own the same. It must be assumed, as appears to be the fact, that they made their claims in the county court in the usual course of administration of this estate, and hence that court had acquired jurisdiction of the subject-matter of the personalty, and of the parties claiming the same, prior to the filing of the information in the circuit court; and it has the exclusive power, if it has not done so in a- legal manner, to adjudi
7. Before considering any other assignments of error it will be necessary to determine the nature of such proceedings, as to whether they are at law or in equity. If the former, we will be confined to an inspection of the bill of exceptions, but if the latter, the whole of the evidence must be considered :a.nd the case tried de novo. In an action against the State to recover property that had been escheated, this court held that such proceedings is at law (Fenstermacher v. State, 19 Or. 504, 507: 25 Pac. 142), because the subject-matter to be tried is to identify the petitioners as heirs of the intestate, and entitle them to recover the money escheated. This ruling was followed in Young v. State, 36 Or. 417, 424 (59 Pac. 812: 60 Pac. 711: 47 L. R. A. 548), which is a case of the same character. The present case is to escheat the real property of an intestate, but the inquiry is practically the same; that is, to determine whether there are any heirs, and particularly whether the defendants are the heirs. The case of State v. Simmons, 46 Or. 159 (79 Pac. 498), was brought to escheat the property of an
8. Error is claimed because of the refusal of the trial court to suppress the depositions of John Ritchie and Mrs. Margaret Shaw, because of certain alleged irregularities occurring at the taking of them. The determination of the trial court was necessarily based upon questions of fact evidenced by affidavits in support of the motions, and counter affidavits. Unless the evidence upon which it acted has in some way been made a matter of record, as by bill of exceptions, this court cannot consider the errors assigned. Farrell v. Oregon Gold Co., 31 Or. 463 (49 Pac. 876) ; Sutton v. Clarke, 42 Or. 525 (71 Pac. 794) ; State v. Kline, 50 Or. 427, 430 (93 Pac. 237) ; Harvey v. Sinker, 35 Ind. 341. The motions and affidavits do not appear in the record, and therefore the questions presented will not be considered.
9. An exception was taken to the reading of the depositions of Mrs. Margaret Shaw because it was claimed the evidence submitted did not show that she was too infirm to attend at the trial. The testimony on the part of the State, from one in a position to know the facts., is that she was somewhat infirm in body, being about 70 years of age, and was afflicted with chronic ailments, which would render it unsafe to her life to attend. There
10. We come now to the consideration of the most important question of the case—that is, the competency and materiality of the testimony. Before doing so, it would perhaps be well to state the attitude of the parties. It was admitted by both parties that the intestate was born in the town of Alva, Clackmannanshire, Scotland, and that James Morrison was his father. The controversy is as to who was his mother. On the part of the State it was attempted to be shown that he was the illegitimate son of James Morrison and Catherine France, who never inter-married, and that the latter died before the intestate, who left no direct heirs, while on the part of the defendants it was attempted to be shown that he was the son of James Morrison and Jeannette Marshall, who, after the birth of her illegitimate son, intermarried with James Morrison in about the year 1837, at Alva, Scotland, thereby, as claimed by the defendants, to all intents and purposes legitimatizing the issue by virtue of our statute (Section 5581, B. & C. Comp.) ; that the defendants, Euphemia Krohn, William Morrison, and Lawrence Morrison, and Jeannette Morrison, who afterwards married William Rankin, but is now deceased, and is represented here by her children, are the sons and daughters of the said James and Jeannette Morrison, born in lawful wedlock, brothers and sisters of the whole blood to the intestate, and therefore his lawful heirs.
11. The substances of Mrs. Shaw’s testimony is that she was born in Alva, Scotland, on April 21, 1837; that the place where she lived was called Green Square; that she was acquainted with John Morrison, the intestate, and had known him from childhood; that he lived at her mother’s house in Alva until he left for America when he was sixteen or seventeen years of age; that her mother raised him from birth to boyhood, and until he left, furnished him with clothing, medicine, and the usual family cares; that Catherine France was his mother; that she was personally acquainted with Miss France, who was one of the close neighbors, and lived across the street; that after the birth of John Morrison, she came to the home of witness’ mother several times; that she heard Miss France on occasions speak to the child, John Morrison, and call him “her boy,” and he called her his “ma,” and would say “that’s ma come to see me”; that witness’ mother remarked that “That,” referring to Catherine France, “was John’s mother coming to see him.” There is in the record, however, other evidence to the effect that the mother of Mrs. Shaw was Ann Morrison, a sister of James Morrison, the reputed father of
12. The declarations or acts of the intestate tending to show his own illegitimacy are admissible as against those claiming under him. 1 Taylor, Ev. (8 ed.) § 637; Abbott’s Trial Ev. 89; Wharton’s Ev. § 203.
13. And likewise the declaration or act of the putative mother to the same purport is admissible, because she speaks from her own knowledge, and not from hearsay.
14. It is shown by competent testimony that Ann Morrison, with whom intestate lived until he was sixteen or seventeen years old, is a sister of James Morrison, the admitted father of the intestate. It is true her relationship to the intestate is not de jure, but de facto, but there is a de jure relationship between her and the putative father, and coupled with that is the fact that the intestate was in fact a member of her family from his birth to early manhood. While under some authorities the declarations of one so related, without any other fact of personal association being added, might be inadmissible, still with this latter fact shown, we think, for the reasons hereinafter stated in another connection, that not only are the declarations of Ann Morrison as to the parentage of John Morrison competent, but also the direct evidence of Mrs. Shaw to the same point.
15. There was offered and received, over the objections of the defendants as to the competency and materiality thereof, oral and written admissions made by William Morrison, one of the defendants, to the effect that the intestate was his illegitimate half-brother; that the latter’s mother was a woman in Scotland whom he never
16. It is possible that this testimony might be competent against all of the defendants, as argued by counsel for the State, on the ground of admissions against their interest; that they were engaged in a common scheme to acquire title to this property, and when Wm. Morrison
17. It is an admitted fact in this case that at the time of the trial, the declarant, William Morrison, was in the State of Ohio, where he resided. ■ The blood relation usually thought' of in connection with the rule is that between the declarant and the person whose pedigree is in question, yet this is not always essential. “So, it seems,” says Mr. Elliott in his work on Evidence, at volume 1, p. 479, “that it is sufficient if the declarant is related to the family with which the person in question seeks to connect himself.” The rigid adherence to the rule that the declarant must be a member of the family of the person whose pedigree is in question, and that the relationship must be de jure, has led to the ruling that where the two were only related through the reputed father, the declaration was not competent. This principle was enunciated in Crispin v. Doglioni, 3 Sw. & Tr. 44, decided in 1863, and in Bamford v. Barton, 2 Moo. & R. 28, and in this country in Northrop v. Hale, 76 Me. 306 (49 Am. Rep. 615) ; Flora v. Anderson (C. C.), 75 Fed. 217, 234. But it seems the principle has been disapproved in England in Murray v. Milner, L. R. 12 Ch. D. 849. In Barnum v. Barnum, 42 Md. 251, 304, the declarations of the mother of R. as to the nonmarriage of R. and C. and the illegitimacy of their child, J., were admitted; and in Heaton’s Estate, 135 Cal. 385 (67 Pac. 321), when
“It has been ruled in England that where the relationship claimed and to be testified to is that of an illegitimate child, the father’s relations are not qualified declarants, because (apparently) the claimant is legally not of the declarant’s family. But this seems a mere juggling with legal rules. The question is, Was the declarant in such a position as to be likely to know something of this alleged fact of family history? Whether the illegitimate child is or is not a lawful heir, according to the rules of the substantive law about succession, is quite beside the point in determining the evidential question of the declarant’s probable information. The principle of the ruling has been disapproved in England, and ought not to be followed in this country. It seems never to have been doubted that the declarations of the parents themselves, or the repute in the household where the child lived, as to a child’s legitimacy or illegitimacy are receivable, although it is obvious that upon the false theory of Crispin v. Doglioni the father’s declarations of illegitimacy would be inadmissible. There is a danger of being too nice in the logical application of the substantive law of relationship to the present testimonial rule, which rests rather upon the moral probabilities of truthworthiness in the declarant.”
The record in this case shows that the intestate not only resided in the family of Ann • Morrison at Alva, Scotland, until he was sixteen or seventeen years old, but also that after he came to this country, he resided for a number of years in the family of his father, James Morrison. Now, if the evidence of one of the defendants, Mrs. Krohn, who is a legitimate child of James and Jeannette Morrison, is admissible to establish the parentage of John Morrison, and to give the acts and declarations of Mrs. Jeannette Marshall Morrison towards the intestate while he was a member of her family, from
18. We are unable, however, to find any principle of law upon which to base the admission of that part of the evidence of John Ritchie, where he deposed that Catherine France was the mother of the intestate. It is not shown, nor is it claimed, that he bears any relationship to either branch of the intestate’s family, but he stands in' the attitude of a neighbor, haying known from his earliest recollection both families of the intestate’s putative relations. He assumes, however, to speak from common knowledge of the neighborhood. Common reputation, or what the neighbors thought or said upon the subject of the parentage of the person whose pedigree is. in dispute, is not admissible. Johnson v. Lawson, 2 Bing. 86; De Haven v. De Haven, 77 Ind. 236 (22 Am. & Eng. Enc. Law [2 ed.] 650).
19. The testimony of witnesses who are not connected with the family, know nothing personally of the facts of which they speak, and have not derived their information from such persons as had connection with the family, but can state only loose hearsay from unknown sources, is not sufficient to go to the jury. Abbott’s Trial
20. Ritchie says he never heard the members of Catherine France’s family refer to the relationship of John Morrison to her, but that he knew that the Frances were displeased at the birth of the child (but he does not say how he knew), and that after the child was handed over to the Morrisons the family of Miss France did not, so far as witness remembers, acknowledge him in any way. We are of the opinion that this is not sufficient to render his evidence competent on the particular matter mentioned, but as to the remainder of his testimony we think that it was proper to receive it because he testified from personal knowledge. For the same reason, the testimony of declarations, said to have been made by P. A. McDonald, to the effect that there was an existing tradition in the Morrison family as to the relationship of the intestate to the family, was not admissible.
21. There was competent evidence that Catherine France, some years after the birth of the intestate, married a man by the name of Lockhart, at Alva, Scotland, and afterwards removed with her husband to the province or dominion of New Zealand. There was then offered by the State, and received over the objection of the defendants as to its competency, 13 printed pages, bound or tied together by a linen thread in book or pamphlet form, as a complete statute of the dominion of New Zealand relating to the registration of births and deaths in that dominion. The purpose of the offer was to lay a basis for the introduction of a copy of the register of
22. Then, too, the evidence shows that the print offered was in fact procured by mail from George Didsbury, whose name is imprinted thereon as government printer, and that would seem to remove any doubt on that question. This authentication is sufficient under the statute to entitle the pamphlet to be received in evidence. State v. Savage, 36 Or. 191, 213, 214 (60 Pac. 610: 61 Pac. 1128).
23. Upon the other objection that the instrument offered is not a book within the meaning of Section 737, B. & C. Comp., but is a fragment of the law, we find direct authority in that section for the admission of the document, if it purports upon its face to be in fact a
24. Objection was made to the admission in evidence of a copy of the entries on the registration record because (1) it was not certified as required by our statute; and (2) was not authenticated as required by our statute; and (8) because the statements therein concerning the pedigree of Catherine Lockhart are hearsay, and that the document is incompetent to prove the same. The material part of the appended certificate is “that the above is a true copy of the entry of the death of Catherine Lockhart in the records of my office.” It is contended that this form does not meet the requirements of section 760 of the statute, which is that “Whenever a copy of a writing is certified to be used as evidence, the certificate shall state that the copy has been compared by the certifying officer with the original, and that it is a correct transcript therefrom, and of the whole of such original,
25. The words “duly certified,” used therein, must mean “certified according to law.”
26. The judgment of a foreign, sovereign as to the legality of the act of one of his subordinate officers who has the legal custody of the original being required to be stated, it cannot be presumed that his judgment is to be measured by any other law than that of the place of record. That is, it is the intent of the statute that the officer having the legal custody should make his certificate according to the law of the place of record.
27. Section 760, B. & C. Comp., has no application to the certificate of a foreign record of the character of the one offered in evidence.
28. The objection to the sufficiency of the authentication by the sovereign is that his certificate does not expressly declare in the words of the statute “that the document is a valid and subsisting document of such country.” But it does declare “that the record of deaths, from which the copy is taken was a record required and authorized by law to be made at the time and prior to the death of the deceased.” This is a substantial compliance with the statute, and we think is sufficient.
29. Some criticism has been indulged in by defendants’ counsel directed to the abbreviated character of the sig
30. The last objection made to the admission of the document goes to the extent to which it may be used as evidence; it being contended that it is limited to proof of the fact and time of the death of the person named therein, while the instrument offered purports to show that Catherine Lockhart was seventy-one years old; that her parents were Bobert and Helen France; the former’s occupation that of blacksmith; that decedent was born at Alva, Clackmannanshire, Scotland, and that she had been in New Zealand 21 years; that at the age of 30 she was married to William Lockhart at Glasgow, Scotland, and that James Lockhart, her son, was the registrar’s informant, and that he signed the register giving his occupation and place of residence. It is not claimed that these
31. An inspection of the law of New Zealand relating to the registration of births and deaths in that dominion, due proof of which was made, discloses that the register in question was required to be kept as a public record, at all times to be open to inspection by the public; that all of the facts noted above were required to be entered therein by the registrar, who is a public official; that upon the death of any person it was the duty of the relatives of the deceased present at such death, within 31 days, under a penalty imposed for failing to do so, to inform the registrar of the particulars required to be registered concerning such death, and to attend at the registrar’s office and sign the register, and when, after entry, any error of fact or substance shall have been discovered by any person, he may, within three months
32. When the particular facts are inquired into and recorded for the benefit of the public, those who are empowered to act in making such investigations and memorials are in fact the agents of all the individuals who compose the State; and every member of the community may be supposed to be privy to the investigation, and for these reasons it' is not necessary that they should be confirmed and sanctioned by the ordinary tests of an oath to entitle them to. be received as evidence. 1 Green-leaf, Ev. (15 ed.), § 483. There was no error in receiving the evidence.
Because of the erroneous admission of that part of the deposition of Ritchie touching the relationship of Catherine France to the intestate, and the similar unsworn statements of P. A. McDonald, the judgment is reversed, and the cause remanded for a new trial. Reversed.
Rehearing
On Petition for Rehearing.
33. Both parties have petitioned for a rehearing. Plaintiff has questioned the correctness of the ruling made on
“State what relationship existed between Catherine France and John Morrison, if any, and, if you say they are related, state fully the character of that relationship, and how you know the same.”
At the submission, by plaintiff, of interrogatories, defendants’ counsel interposed written objections, to the effect that the question was incompetent, irrelevant, and immaterial, and that the witness was not shown to be competent, on the theory that before he could testify it must be shown that he was related to decedent. These objections were renewed at the trial, but were overruled. Afterwards defendants moved to strike out the answer for the same reasons previously assigned, and also because it was not responsive to the question. The response of the witness was:
“John Morrison was Catherine France’s son. I lived in Green Square, where the Morrison’s lived, and it was common knowledge that John Morrison was the son of Catherine France.”
The court struck out.that part of the answer beginning with “it was common knowledge,” etc. The defendant excepted to the refusal of the court to strike out all the answer. We held that the answer indicated the witness was testifying, not from personal knowledge, but from common reputation of the neighborhood, and, for that reason, was not competent. In this we were in error. Common reputation, existing previous to the controversy, is made competent by the statute as evidence of pedigree. Section 718, subd. 11, B. & C. Comp. The whole of the answer in question was admissible for the purpose for which it was offered, and it was error to reject a part of it.
The defendant’s motion has also been carefully reviewed by us; but, not finding anything therein not previously considered by us, it will also be denied.
Modified: Reversed: Rehearing Denied.
Lead Opinion
1.
This is a motion to affirm a judgment, on the ground of the failure of the appellant to file a brief within the time limited by the rules of this court.
This cause was submitted at Pendleton; May 6, 1909, and transmitted to Salem for argument. The submission necessitates a casual examination, at least, of the errors assigned.
The briefs on the part of both parties háve been filed, and, as the order of submission takes the case out of the operation of our rules, the motion should be denied, and it is so ordered. Motion Denied.