Bertha Tatum v. Oscar Tatum

241 F.2d 401, 1957 U.S. App. LEXIS 3473
CourtCourt of Appeals for the Ninth Circuit
DecidedJanuary 30, 1957
Docket18-36031
StatusPublished
Cited by30 cases

This text of 241 F.2d 401 (Bertha Tatum v. Oscar Tatum) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bertha Tatum v. Oscar Tatum, 241 F.2d 401, 1957 U.S. App. LEXIS 3473 (9th Cir. 1957).

Opinion

BARNES, Circuit Judge.

Appellant appeals from a judgment entered by the District Court, sitting without a jury, disallowing her claim to the proceeds of a policy of life insurance issued to and upon the life of Erwin or Ervin Tatum 1 under the provisions of the Federal Employees Group Life Insurance Act, 2 and awarding the proceeds thereof to appellees, the decedent’s three surviving children by his first marriage.

This action was originally brought against the United States of America and the Metropolitan Life Insurance Company, the insurer. Metropolitan counterclaimed interpleading 3 appellees as defendants. The United States was later dismissed as a party.

On August 29, 1954, group life insurance policy No. 17000-G was issued to the United States Civil Service Commis *404 sion covering certain Federal employees including the decedent, a postal clerk, Erwin Tatum was insured in the amount of $4,000 upon his life with double indemnity coverage in the event of accidental death. He died by accidental means on December 7, 1954.

The enabling statute and the group policy provide that:

“Any amount of group life insurance and group accidental death insurance in force on any employee at the date of his death shall be paid, upon the establishment of a valid claim therefor, to the person or persons surviving at the date of his death, in the following order of precedence:
“First, to the beneficiary or beneficiaries as the employee may have designated by a writing received in the employing office prior to death; .
“Second, if there be no such beneficiary, to the widow or widower of such employee;
“Third, if none of the above, to the child or children of such employee and descendants of deceased children by representation.” 5 U.S.C.A. § 2093.

The decedent did not designate a beneficiary. Appellant claims the proceeds as the widow. The sole issue before the trial court and on appeal is whether appellant is Erwin Tatum’s widow.

The physical facts are in the main uneontroverted. It appears that the decedent and Mattie (also known as Minnie) Tatum, appellees’ mother, participated in a marriage ceremony on January 1, 1927, at Tyler, Texas. Thereafter,they resided together as husband and wife in Texas until 1935, when they separated. Four children were - born to this union. There is no evidence in the record that during the intervening years between the date of their separation and May 19, 1943, that either Erwin or Mattie procured a divorce or an annulment of their marriage. On May 19, 1943, Erwin Tatum and appellant, Bertha, entered into a ceremonial marriage where they re-until September, ned to appellant, thereafter with of Los Angeles, was granted to at Prescott, Arizona. At that time, Erwin was serving in the United States Army. Both before and after this ceremony Mattie received ^.rmy allotments. On the other hand, following the ceremony, the appellant applied for and was denied an allotment as a serviceman's wife on the ground that she had not produced adequate proof of the dissolution of Erwin's prior marriage. After Erwin’s discharge in 1945, he and appellant cohabited in California as husband and wife. In May, 1948, one of Erwin’s daughters, Josephine, died and Erwin traveled to Texas to attend the funeral, He met Mattie there and accompanied her back to California, suméd marital relations 1948. Erwin then retur He lived continuously appellant until his death. Meanwhile, Mattie instituted proceedings to obtain a divorce in the Superior Court of California, in the County An interlocutory decree her by default on October 28, 1948. The final judgment of divorce was entered on November 30, 1949.

On various occasions l etween 1949 and 1954, the decedent and appellant made trips together to Texas where Erwin unsuccessfully sought employment in the postal service. These combined business and and were all of short duration. No stay extended beyond one month and neither Erwin or appellant relinquished their California jobs. Appell cedes that no domicile in Texas on any of journeys. sojourns vacation were trips int readily con-was established

The trial court found that at the time of the ceremonial marriage in 1943, Erwin’s first marriage j was subsisting and undissolved. Since this impediment rendered Erwin’s second marriage bigamous and hence void, tl e court concluded that appellant could insurance proceeds as wife of the decedent. The court further found that Erwin and appellant did not enter into any agreement to be husband and wife during their j brief stays in Texas, and therefore appellant was not not claim the the ceremonial *405 entitled to the proceeds under an asserted common-law marriage. The court also held that appellant was not a putative spouse.

Appellant presents here a three-point attack. She contends initially that the presumption of validity due her ceremonial marriage has not been overcome. Secondly, she urges that the evidence establishes, as a matter of law, a valid common-law marriage in Texas. Thirdly, appellant asserts that she is a putative spouse, and that such status entitles her to the rights of a “widow.”

I. The Word “Widow.”

We must first consider what meaning should be given the word “widow” as used in this Act, and what law should be looked to in determining whether plaintiff is the widow.

The word “widow” is not defined in the statute, and we have found neither judicial nor administrative construction of it. However, it has been interpreted frequently, under the analogous National Service Life Insurance Act, 38 U.S.C.A. § 802(g), to mean lawful widow. 4 The court below so construed the instant statute. We agree with that interpretation. Accordingly, appellant was required to prove that she was the lawful widow of Erwin Tatum.

The parties have assumed without discussion that the question of appellant’s marital status is to be determined by the law of California. The answer is not that crystal clear. Firstly, we are dealing with the interpretation of a federal statute. Therefore, the question of what law is to govern is in the first instance for the Congress to answer. Here Congress has remained silent.

Under similar conditions, the adjudicated National Service Life Insurance Act cases have produced differing conclusions. One point of unanimity is that state law will govern. But there exists little agreement as to what state law is applicable. Some would view the law of the place of marriage as controlling, Lembcke v. United States, 2 Cir., 181 F.2d 703; others would be guided by the law of the domicile of the parties, either at the time of the marriage, or when the alleged claim accrues, United States v. Snyder, 85 U.S.App.D.C. 198, 177 F.2d 44 (both times New Jersey); Muir v. United States, D.C., 93 F.Supp.

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Bluebook (online)
241 F.2d 401, 1957 U.S. App. LEXIS 3473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bertha-tatum-v-oscar-tatum-ca9-1957.