31 Cal. 420 | Cal. | 1866
The complaint in this suit shows that in May, 1839, there was granted by Juan B. Alvarado, the Governor of Upper California, to Antonio Buelna, a citizen of Mexico, four square leagues of land in the place called San Gregorio. The grant was made under the Mexican Colonization Law of 1824 and the regulations of 1828, subject to the approval of the Departmental Assembly. To it were annexed the usual conditions, one of which required the grantee to apply to the proper officer of the jurisdiction to cause the four leagues to be measured and set apart to him, and further declared that what should remain of the general area described by the deseño or map which was attached to the expediente in the case should be reserved to the nation for its convenient uses. The grant being made, Buelna entered into the possesssion of the land described, which was thereafter known as the San Gregorio Rancho, and he thence continued in possession as long as he lived. Buelna died in 1845, intestate, leaving him surviving his widow, Maria Encarnación Valencia, one of the defendants and a brother and a sister, but no lineal descendants. The plaintiffs allege that this brother and sister were the decedent’s only heirs at law, and that upon his demise they succeeded by inheritance to the ownership of the rancho.
After the death of Buelna, his widow continued in possession of the property, holding and using it, the plaintiffs say, for said heirs at law of the intestate, until 1852. Some time prior to 1849 the said Maria Encarnación Valencia was married to the defendant, Francisco Rodriguez, and in January of the year last named she and her husband executed to the defendant, Salvador Castro, a deed or instrument in writing purporting to convey to him one separate league of said
The plaintiffs say they are informed and believe, and upon such information and belief they charge that immediately upon the death of Antonio Buelna his widow took charge of the title papers and written evidence of the grant and kept the same in her possession until they were presented to the Board of Commissioners, and kept from the heirs at law all knowledge of such grant, for the purpose and with the intent of using the same to acquire the legal title to said rancho for herself and her pretended grantee, and in fraud of the rights and legal claims of said heirs at law.
The plaintiffs allege that they have derived by proper deeds of conveyance all the estate, right, title and interest in the land which descended upon the death of Antonio Buelna to his brother and sister, and that at the time said Castro and Mrs. Bodriguez respectively presented their petitions to the Board of Commissioners, and at the time the patents were issued, the petitioners had no right, title, estate or claim in or to the lands of the rancho or any part thereof, and that all the acts and proceedings instituted and had in their respective names for the confirmation of the title submitted to the Board of Commissioners were for the use and benefit of said heirs at law and their successors in interest, and that the title and estate which became vested in the respective patentees by the confirmations and patents they have since held in trust for
The defendants other than those above named, the plaintiffs say they are informed and believe, and upon such information and belief charge as claiming “ to have and hold some right, title or interest in and to the lands of said rancho by or through the said Maria Encarnación Valencia and her said husband and the said Castro, or one or more of them, or by or through some person or persons claiming to hold under the said last mentioned defendants,” but they say what is the'" amount of such right, title or interest, or the part or portion of said lands, or the nature, character or extent of the interest or claim of such other defendants, is unknown to the plaintiffs and that they are unable to set forth the same, but they insist that whatever the same may be, it was taken and received by them and each of them with knowledge that neither Maria Encarnación Valencia and her husband, nor said Castro, nor either of them, had any right, title, interest or estate of any kind whatever in the lands of said rancho, nor the right or power to convey or dispose of the same or any part thereof; and that whatever right, title or interest was transferred to such other defendants, they received in trust for and as trustees of the heirs at law of Antonio Buelna and their successors in interest, and so held the same in trust; and as such trustees were bound to convey the same to the plaintiffs, and they ask for a decree compelling the defendants to convey the same to the plaintiffs; and they pray, also, for such other or further relief in the premises as the nature of the case may require, etc.
The defendants demurred to the complaint and assigned the following causes of demurrer:'
First—That there is a misjoinder of defendants.
Second—That several causes of action have been improperly:-" united.
Third—That the complaint does not state facts sufficient to constitute a cause of action.
*426 Fourth—That the complaint is uncertain.
The demurrer was sustained with leave to the plaintiffs to amend their complaint. The plaintiffs did not avail themselves of the leave granted, and thereupon their complaint was dismissed and judgment final entered for the defendants.
Parties to suit in equity.
I. The objections interposed by the demurrer because of the misjoinder of parties defendants, and because of the improperly uniting of several causes of action, were distinctly specified under the general assignment of these causes of demurrer; and as the consideration of the one necessarily involves that of the other, they will be treated of together.
The complaint shows that the defendant Castro presented to the Board of Commissioners appointed under the Act of Congress referred to, for confirmation, his claim to the entirety of one particular league of said rancho, and that his claim thereto was confirmed and a ¡latent issued to him therefor. The complaint also shows that the defendant Maria Encarnación Valencia, presented to the same Board of Commissioners for confirmation her claim to the entirety of the other three leagues of the same rancho, and that her claim thereto was ■confirmed and a patent issued to her therefor. And the complaint further shows by a general averment that the defendants other than Castro and Maria Encarnion Valencia and her husband claim to derive whatever interest they may have in the property from the three first named defendants, or some one or more of them. It does not appear from the complaint that all the defendants, claim to hold under both of these patents, but it does appear that whatever, right, interest or estate they, or any of them, may have and hold rests upon the grant made to Antonio Buelna; and the solution of the question raised by demurrer must in order to support the complaint be found in the fact that all the defendants hold in a subordinate relation to the original right and title as it descended from the intestate to his heirs at law.
Who are the proper and necessary parties to a suit in equity
A bill in equity is said to be multifarious when distinct and independent matters are joined therein—as, for example, the uniting of several matters perfectly distinct and unconnected against one defendant, or the demand of several matters of a distinct and independent nature against several defendants. But the case of each particular defendant must be entirely distinct and independent from that of the other defendants, or the objection cannot prevail; for, as said by Judge Story, “ the case of one may be so entire as to be incapable of being prosecuted in several suits, and yet some other defendant may be a necessary party to some portion only of the case stated. In the latter case, the objection of multifariousness could not be allowed to prevail. So it is not indispensable that all the parties should have an interest in all the matters contained in the suit; it will be sufficient if each party has an interest in some matters in the suit, and they are connected with the others.” (Story’s Eq. Plead., Secs. 271, 271 a.) The same authority lays it down that “ to support the objection of multifariousness, because the bill contains different causes of suit against the same person, two things must concur: First, the different grounds of suit must be wholly distinct; secondly, each ground must be sufficient as stated, to sustain a bill; if
The subject matter of the suit in this case is the property alleged to be held by the defendants as trustees for the plaintiffs—the successors in interest of the heirs at law of Antonio Buelna; and the object of the suit is to obtain, through the aid of the Court, the legal title to the lands of the entire rancho, which the defendants so hold in trust to and for the plaintiffs’ use and benefit, in separate and distinct portions. Assuming that the plaintiffs have any right in the premises, that right is common and general to them all, covering the whole case, and notwithstanding the rights of the defendants may be distinct, so far as the same may apply to the subject matter, they may be joined in the same-suit, according to the
II. In the second place it is objected by the demurrer that ■ the complaint does not state facts sufficient to constitute a cause of action, because:
First—It does not state any facts from which it may be lawfully inferred that either of the patents was procured .fraudulently or was ever held in trust for the plaintiffs or the persons from whom the plaintiffs claim to have derived the title to the property; but' merely alleges those matters as a conclusion of law.
Notice of trust.
Second—It does not show that the plaintiffs or the persons*433 from whom their pretended title is derived had not notice of the proceedings by which Castro and Maria Encarnación Valencia (Mrs. Rodriguez) respectively obtained a confirmation and patent for the lands to them respectively confirmed and patented; and had not an opportunity to intervene for the protection of their alleged interests, and also to institute proceedings in their own behalf for a confirmation and patenting of the lands to themselves.
Third—It does not allege that the grantors of such of the defendants as may have derived their interests immediately from said Castro and Maria Encarnación Valencia, had knowledge of the alleged rights or equities of the plaintiffs or of their grantors, or were charged with notice of any such rights or equities.
In Scott v. Ward, 13 Cal. 459, it was held that a grant of the character of the one made in this case to Antonio Buelna vested in the grantee named the property described as his separate property, and that the same passed upon his death to his devisees. The subject is very fully examined in that case, which renders it unnecessary for us to consider and discuss the question in this place, as the doctrine there laid down has since its promulgation been the rule of decision, as also the rule of property in this State upon this important subject. We shall therefore regard the San Gregorio Rancho as the separate property of Antonio Buelna in his lifetime, which passed by descent, upon his dying intestate, to his heirs at law.
The complaint shows that Antonio Buelna died, leaving him surviving the said Maria Encarnación Valencia, his widow, and the brother and sister named ; that he died without any other heirs; and the plaintiffs allege that the brother and sister were, of the persons named as the survivors of the deceased, his only heirs at law—a question which the law of the country at the time of the death of the intestate must be referred to to determine. From the work by Schmidt, entitled “ The Civil Law of Spain and Mexico,” it appears that
If the widow of Buelna had no property interest in the land which she and her husband Bodriguez undertook to convey to Castro, then Castro could not, by means of the deed to him, acquire any right or interest therein. It was not necessary that he should have had actual notice of the rights and interests of the particular heirs at law mentioned in order to render invalid the conveyance made to him. He may have supposed he acquired, by the deed of his grantors, a good and valid right and title to the land attempted to be conveyed, and he may have presented his claim to it to the Land Commissioners in good faith, for a confirmation, and proceeded step by step in the prosecution of his supposed right until he obtained a patent for the land. Yet his ignorance, in fact, of the rights of the heirs at law, and of his relation to them, could not operate to deprive them of their rights and interests in the property. Mrs. Bodriguez may have been in the like predicament, and still the consequence as to the heirs at law was the same as in the case of Castro. We do not deem it necessary, nor in anywise important, that it should appear that the patents or either of them were fraudulently obtained in order to
But we think it is a presumption of law that Maria Encarnación Valencia and Castro both had notice of the rights of the heirs at law of the deceased, and that such presumption arising out of the facts stated must be regarded as conclusive. The claims of the petitioners, laid by them respectively before the Land Commissioners for confirmation, were founded on the grant made to Antonio Buelna, which grant and the expediente and diseño appertaining to it, were matters of record, open to the inspection of all persons concerned; and it is not to be supposed that Mrs. Rodriguez was not aware of the source of her former husband’s right to the lands of the rancho, and of his interest in and title thereto ; nor can it be presumed that when Castro obtained his deed from her and her husband Rodriguez, he was not aware of the grant made to Antonio Buelna; but the presumption is, as already stated, conclusive that he was truly informed on the subject. The question is not whether he saw the muniments of the right, title and interest of Antonio Buelna to the land, but whether he was bound in law to take notice of their existence. “ It will not do,” say the Court in Brush v. Ware, 15 Peters, 111, “for a purchaser to close his eyes to facts—facts which are open to his investigation by the exercise of that diligence which the law imposes.” Purchasers in such cases must be presumed to be cognizant of not only the character of the title, but also of the proceedings upon which it rests for its foundation. Mo principle is better established than that a purchaser must look to every part of the title which is essential to its validity. (Brush v. Ware, 15 Peters, 111.) We do not say at this time whether a grantee of either of the patentees by deed subsequent to the date of the patents would stand protected if he purchased without actual notice of the equitable rights of the heirs at law or their successors in interest, nor whether it would be indispensable by pleading to charge them with such
It may be that every proceeding instituted by the respective patentees for the confirmation of their several claims was in entire good faith, and that they were not actually aware of occupying to the heirs at law or their successors in interest the relation of trustees, and yet the fact that the patentees were all the time such trustees cannot, for that reason alone, be gainsaid. They became trustees of the owners in equity of the property, and, after obtaining the legal title thereto, held the same in trust for such equitable owners, in spite of any intention or want of knowledge in fact of their real relations to such equitable owners. Such trusts are denominated in the books on the subject, “ constructive trusts ”—a class of trusts which depend upon conclusions of law, upon particular states of facts and circumstances, independently of contract, and often arise in cases where there was no intention to create a'trust on the part of any of the parties concerned, and which, generally speaking, are imposed in invitum. (1 Spence Eq. Jur. 509.) On the subject of constructive trusts, Hill, in his treatise relating to trustees, says: “Whenever the circumstances of a transaction are such that the person who takes the legal estate in property cannot also enjoy the beneficial interest without necessarily violating some established principle of equity, the Court will immediately raise a constructive trust, and fasten it upon the conscience of the legal owner so as to convert him into a trustee for the parties who in equity are entitled to the beneficial enjoyment.” (Hill on Trustees, 144.) The same author arranges constructive trusts into two classes : “ the one where the acquisition of the legal estate is tainted with fraud, either actual or equitable; and the other, where the trust depends upon some general equitable rule, independently of the existence of fraud.” (Ibid.) In cases falling within the latter class, Courts of equity “ vindicate their own
The complaint is also objected to, because it does not show that the plaintiffs or the persons from whom they claim to derive right to the property were without notice of the proceedings taken by the respective patentees to obtain confirmations and patents for portions of the rancho, which together embraced the whole of it; and because it does not show that the plaintiffs or their grantors had no opportunity to intervene in their own right for the interests which they had in the premises, and to institute proceedings on their own behalf for obtaining a confirmation of and a patent for the land to themselves.
The grant made by Governor Alvarado to Antonio Buelna did not invest the latter with the legal title to any specific four leagues of the tract of land mentioned, and which was delineated upon the diseño. The title which the grantee acquired, and held at the time of his death, was an inchoate or imperfect title as contradistinguished from a perfect and absolute title, and required action on the part of the Government to complete it; but notwithstanding the grantee’s title was merely inchoate, he had, as between himself and the Government, a vested interest in the quantity of land rhentioned in the grant. “ The right to so much land to be afterward laid off by official authority in the territory described passed from the Government to him by the execution of the instrument granting it.” (Fremont v. The United States, 17 How. 558.) This interest was property (Estrada v. Murphy, 19 Cal. 270) of a quality which could be assigned or transferred, or devised, and which in this case descended upon the death of Buelna, who died intestate, to his heirs at law. When the country was acquired by the United States, the heirs at law of Buelna had succeeded to the interest which the decedent had in the property in his lifetime, and then had a vested
It is further objected that the complaint omits .to allege that the heirs of Buelna were cognizant of the proceedings under which the two confirmations and patents were obtained, and therefore does not state facts sufficient to constitute a cause of action. This objection to be available must necessarily be found to subsist in the doctrine of estoppel in pads, for we do not think the heirs of Buelna were bound by anything in the Act of Congress of 18-51 to intervene for the protection of their interests in the property in the proceedings instituted before the Board of Land Commissioners and subsequently prosecuted until final confirmation and patents were obtained. The proceedings so instituted were not necessarily adverse to the rights and interests of the heirs at law in the premises, and even if they were intended to be so, the fact of such intent could not, without a palpable manifestation of it on the part of Mrs. Rodriguez and Castro, communicated or presumed to be communicated to the equitable owners of the property, operate to create an equitable estoppel upon the heirs at law or the plaintiffs, their successors in interest. In Davis v. Davis, 26 Cal. 38, 39, we said: “Equitable estoppels in pais generally, if not universally, are applied to prevent injury which would ensue to one from the acts or declarations of another, were he permitted to gainsay the truth of such acts or declarations. The principle is invoked for the prevention of fraud, or that which is tantamount thereto, on the one side and injury on the other.” Before the heirs of Buelna could be held to be estopped from asserting their claim
We think the Court erred in sustaining the demurrer and in giving judgment for the defendants. Therefore the judgment must be and is hereby reversed with directions to the District Court to allow the defendants to answer the complaint.