Bergman v. Carson

284 N.W. 442, 226 Iowa 449
CourtSupreme Court of Iowa
DecidedMarch 7, 1939
DocketNo. 44717.
StatusPublished
Cited by13 cases

This text of 284 N.W. 442 (Bergman v. Carson) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bergman v. Carson, 284 N.W. 442, 226 Iowa 449 (iowa 1939).

Opinion

Stiger, J.

Plaintiff, Peter Bergman, Jr., seeks to establish his status as an adopted son of Peter Bergman, Sr., deceased. The trial court found for plaintiff and a decree was entered awarding him the status of an adopted son and his share as an heir of the decedent.

Plaintiff brought an action at law in the probate court to establish his right to inherit as an illegitimate child of deceased. Subsequently, by way of amendment, he filed his petition asking that he be adjudged an adopted son of deceased, that an adoption by estoppel be recognized by the court, and that the defendants, grandchildren of decedent, be estopped from disputing plaintiff’s right to inherit as an adopted son. This petition stated a cause of action in' equity.

With this amendment plaintiff filed an application to transfer the petition to be adjudged an. adopted son of decedent to the equity docket for trial. Defendants filed a resistance to the motion to transfer, and, at the same time, filed a motion to strike the petition in equity on the ground that the amendment “seeks to join two inconsistent and repugnant remedies, a law and equity action, in one action, whereas the original action was commenced at law”. Subject to the motion to strike, defendants filed a motion to make the amendment more specific. Both motions were overruled and the motion to transfer the amendment to equity was sustained. Defendants then filed an answer to the petition in equity and the entire controversy was determined on the equitable issue.

While defendants’ motion to strike was filed before they filed their answer as required by Code section 10963, the motion to transfer to equity was filed with the amendment. If the motion to strike the amendment on the ground of misjoinder of causes of action had been sustained, plaintiff had the privilege under the provisions of Code section 10965 of filing his amend *451 ment as a separate petition and have the equitable action dock'eted and of proceeding to trial thereon without further service.

We do not perceive how defendants were prejudiced by the action of the trial court in overruling the motion to strike the amendment and sustaining the motion to transfer. The same result was . reached as if the court had sustained the motion to strike and plaintiff had filed his amendment as a separate petition in equity. However, error, if any, in the ruling on the motion to strike the misjoined causes of action and on the motion for more specific statement, was waived by the filing of the answer. Crow v. Casady, 191 Iowa 1357, 182 N. W. 884; Thompson v. Erbes, 221 Iowa 1347, 268 N. W. 47.

Plaintiff’s petition stated a cause of action for adoption by estoppel and there was no error in overruling the motion to strike on the ground that it did not state a cause of action of adoption by estoppel.

Peter Bergman, Sr., a native of Sweden, died intestate in 1937 in Hamilton county, Iowa. In 1880, he married Ella Peterson, otherwise known as Ella Persdotter, in Sweden, who at the time of the marriage had a son known as Flaga Pete, who is plaintiff in this ease.

Plaintiff introduced in evidence three church records from the parish of Ofvanaker, province of Gofleborg, Sweden, certified by the pastor of the church, under his seal, with a certificate from the consulate of Sweden that the exhibits were true translations of the records. These exhibits were birth, baptismal, and other records of the church. The records gave the name of the child, Peter, the mother’s name, Ella Persdotter, her age and residence, the date of the marriage of Ella Persdotter and Peter Bergman, the date of the birth and baptism of the boy, Peter, and the name of the pastor who baptised him. In giving the name of the father, the several records read: “Peter Bergman (adoptive father) “Father’s name unknown, adoptive father Peter Bergman.” One exhibit shows the date of the emigration of Peter Bergman and wife to North America on December 29, 1882, and refers to the boy Peter as follows: ‘ ‘ Her out of wedlock son, Peter, by the man adopted, born January 24, 1874.”

The exhibits were from the Congregational Church book of Ofvanaker Parish for the years 1881-1885. The certificates to the exhibits were signed by the rector and church custodian. *452 The exhibits were admissible as ancient documents. They were in existence over 30 years, were obtained from the proper custody, and there was no suspicious appearance, thus meeting all the requirements of ancient documents. Bidwell v. McCuen, 183 Iowa 633, 166 N. W. 369.

In Wigmore on Evidence, volume 2, 2d., page 977, it is stated:

“Where a document purports to be so old that attesters cannot be supposed to be yet alive, the same ground for exemption exists. An ‘ancient’ document, in this sense, has long been defined by a fixed rule, i. e., a document purporting to be thirty years old. This rule applies not only to documents in general, but also to wills.”

The statements made in the church records relating to this family that Peter Bergman was the adoptive father of plaintiff, the statements and conduct of Mr. Bergman subsequent to the marriage, the attitude of plaintiff towards Mr. Bergman, until the latter’s death, furnished convincing proof of an understanding and agreement between Mr. Bergman and Ella Persdotter that he would adopt the plaintiff.

The history of the family and the attitude of Mr. Bergman toward the plaintiff subsequent to the marriage establish that Mr. Bergman recognized the relationship and performed all the obligations of such relationship.

At the time of the marriage, plaintiff was about 5 years old. He was immediately given the name of Peter Bergman, Jr., and the name of Flaga Pete was never heard again. From the time of the marriage, the attitude of Mr. Bergman toward plaintiff was that of a father. Plaintiff lived with his parents until his marriage at the age of 25 years. He contributed all his earnings to the family, paying them to his mother who was “banker for the family”. He gave to Peter Bergman, Sr., the obedience, loyalty, affection, devotion and aid that a natural son would normally give his father, and Mr. Bergman reciprocated in kind.

Plaintiff’s mother predeceased Mr. Bergman and he did not know until after the death of Mr. Bergman that he was not his natural father. Mr. Bergman referred to plaintiff as his own son. There were two other children, August and Bessie, and they lived together as brothers and sister. Mr. Berg *453 man referred to plaintiff's children as his grandchildren. The obituaries of Mrs. Peter Bergman, Sr., and Bessie Carson, daughter of Mr. and Mrs. Bergman, published while Mr. Bergman was living, referred to plaintiff as a son of Mr. Bergman.

In the case of Morris v. Trotter, 202 Iowa 232, 234, 210 N. W. 131, 132, the court states:

“While we have frequently held that adoption may not be accomplished save by an observance of statutory requirements, we have also held that the right to property may be acquired under contractual provisions of a writing that falls short of a statutory instrument of adoption, or even under a parol contract, clearly established, where there had been part performance. ’ ’

Chehak v. Battles, 133 Iowa 107, 110 N. W. 330, 8 L. R. A. (N.

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Bluebook (online)
284 N.W. 442, 226 Iowa 449, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bergman-v-carson-iowa-1939.