Estate of Baird

223 P. 974, 193 Cal. 225, 1924 Cal. LEXIS 301
CourtCalifornia Supreme Court
DecidedFebruary 16, 1924
DocketS. F. No. 10226.
StatusPublished
Cited by94 cases

This text of 223 P. 974 (Estate of Baird) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Baird, 223 P. 974, 193 Cal. 225, 1924 Cal. LEXIS 301 (Cal. 1924).

Opinion

LAWLOR, J.

The petitioner, David Jennings Baird, a minor, by Lydia M. Valencia, guardian of his person and estate, filed an amended petition praying for partial distribution to him of the above-entitled estate as the adopted child and heir of decedent. The petition alleges that petitioner is the illegitimate son of Miss Valencia and decedent; that decedent died after the birth of petitioner and that before his death, and within the meaning of section 230 of the Civil Code, he adopted petitioner as his own child; that petitioner is the sole surviving issue and only child of decedent ; that decedent left an estate consisting of real and personal property; and that he made a last will in which no provision was made for petitioner. Petitioner prayed an order of court distributing to him the whole of decedent’s estate, or such part thereof as the court shall direct, on the delivery of a -bond to the executor and executrix of the said will. An answer, denying, among other things, that petitioner is the child of, that he was adopted by or was in any way related to decedent, was filed by I. I. Brown, executor of *231 said will, and by Veronica C. Baird, as executrix of and legatee and devisee under the said will.

The issues of adoption were tried by jury and the special verdicts were in favor of petitioner. The court adopted the special verdicts of the jury, made findings of fact and conclusions of law, and entered its decree of partial distribution awarding to petitioner twenty $1,000 Liberty bonds, 221 shares of the capital stock of the Sausalito Land and Ferry Company, and an undivided fourth interest—decedent’s whole interest—in certain lands situate in Contra Costa County. An appeal from the verdict, from the entry thereof and from the order and judgment was taken by Veronica C. Baird, individually, and as legatee and devisee under the said will of decedent, and as assignee of the interest of her sons, Miles T., Benjamin H., and Thomas R. Baird, as legatees and devisees under the said will. A second appeal from the decree of distribution was taken by Veronica C., Benjamin H., and Thomas R. Baird. A third appeal was taken from the verdict, from the entry thereof, from the order and judgment, and from the whole thereof, by C. H. Williams and R. C. Farley, individually; Adelaide McColgan, administratrix with the will annexed of the estate of D. A. McColgan, deceased, and F. W. Morrison and R. C. Farley, as trustees.

This is the third trial of the issues of adoption. The first was had before the court sitting without a jury. Judgment was given against respondent and it was reversed on appeal upon the ground that the court erred in refusing his demand for a trial by jury. (Estate of Baird, 173 Cal. 617 [160 Pac. 1078].) The second trial was by jury and the verdicts and judgment were in favor of respondent. The judgment in that case was reversed upon the ground that a case of adoption had not been established. {Estate of Baird, 182 Cal. 338 [188 Pac. 43].)

The claim of respondent is that beginning a year before the birth of the child decedent and Miss Valencia, although not married, accomplished all the relations of man and wife and that she had no sexual intercourse with any other man; that from the date of respondent’s birth until his own death decedent publicly acknowledged his paternity; that with Miss Valencia he had a family in the St. Helen and Octavia Apartments and at 230 I Street, in the city and county of *232 San Francisco, into which he received respondent and that he otherwise treated him as a legitimate child.

Respondent was bom in the St. Helen Apartments at 5 A. M., December 7, 1906, and following a debauch decedent died in the house at 230 I Street at 10 or 11 o’clock on the morning of November 25, 1908, a few months after he passed into his twenty-ninth year.

According to the evidence, Miss Valencia and decedent first met in 1898 and beginning in 1902 they entered upon an illicit relationship which continued until his death. Miss Valencia claims that they lived together as man and wife and that the relationship would have ripened into marriage but for the opposition of his relatives. Appellants claim that decedent associated with Miss Valencia for purposes of dissipation and illicit sexual intercourse and that the relationship had no other significance. Decedent never married. Prior to the San Francisco disaster on April 18, 1906, the couple occupied the relation of mistress and lover in several abodes in San Francisco. At the time of the fire their relationship was being carried on in the Alexandria Apartments at 570 O’Farrell Street. A week or ten days later they took up quarters at 1310 Divisadero Street in a cottage owned by Miss Valencia’s mother. The next abode was at the St. Helen Apartments at 2070 O’Farrell Street. They occupied this apartment for six or seven months, then moved to a room at the Octavia Apartments, and from there to a house at 230 I Street, which was purchased by decedent for Miss Valencia. Following his death the place was sold and Miss Valencia received what was left.

Throughout the relationship between decedent and Miss Valencia he had relatives with whom he associated when they were in San Francisco. His mother, Mrs. Veronica C. Baird, a -widow, visited Europe annually. He had a sister, a brother, Miles T. Baird, and two half-brothers, Benjamin H. and Thomas R. Baird. His eldest brother, John R. Baird, died in an accident in San Francisco in December, 1905. The sister married about this time and with her husband located in New York, but made occasional visits to San Francisco. During the entire period of his relationship with Miss Valencia decedent maintained quarters in hotels and other places in San Francisco, where at times he lived with his relatives.

*233 1. Appellants’ first contention is that the second decision (Estate of Baird, 182 Cal. 338 [188 Pac. 43]) established the law of the case and that there is no change in the record herein in the essential facts upon which the above decision was based as to the asserted receipt of respondent into the family of the decedent and otherwise treating him as a legitimate child. Respondent’s position is that the principle of the law of the case has no application whatever to the trial of an issue of fact. It is claimed that the decision on the former appeal was a decision on a question of fact and not of law and that therefore the doctrine of the law of the case does not apply. We quote what was said by respondent after asserting that important evidence must have been overlooked in the department decision: “In the present instance it is not necessary to consider the question whether important evidence in favor of petitioner was overlooked on the former appeal for the reason that many new witnesses and much additional evidence was introduced on the last trial to which the previous decision of this court, not having had it before it, could have no application whatever.”

Since appellants claim the evidence on this trial is substantially the same as on the last, and respondent contends it is different, and is sufficient to justify an affirmance of the judgment, we will discuss the former decision (Estate of Baird, 182 Cal. 338 [188 Pac. 43]).

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Bluebook (online)
223 P. 974, 193 Cal. 225, 1924 Cal. LEXIS 301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-baird-cal-1924.