Estate of Lund

159 P.2d 643, 26 Cal. 2d 472, 162 A.L.R. 606, 1945 Cal. LEXIS 267
CourtCalifornia Supreme Court
DecidedMay 31, 1945
DocketS. F. 17000
StatusPublished
Cited by69 cases

This text of 159 P.2d 643 (Estate of Lund) 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 Lund, 159 P.2d 643, 26 Cal. 2d 472, 162 A.L.R. 606, 1945 Cal. LEXIS 267 (Cal. 1945).

Opinion

SCHAUER, J.

Bert A. Lund, petitioner herein, appeals on a settled statement from an order denying his petition to determine heirship. Petitioner was born the illegitimate (it is assumed) son of Andrew Lund, now deceased, from whom he seeks to inherit. He was received into his father’s family, with the consent of the father and his wife (not petitioner’s mother), while they were domiciled in another state, and thenceforth was publicly acknowledged and in every respect treated by his father as a legitimate son. The father died a resident of California, leaving estate herein. The family status and relationship do not appear ever to have been disavowed. We have concluded that by virtue of the provisions of section 230 of the Civil Code, upon the facts shown, petitioner is entitled to share in the estate of decedent pursuant to the statutes of descent of California.

Petitioner was born in Norway in 1883. His father (decedent) and mother are not shown to have ever married and for the purposes of this opinion we assume that the evidence establishes that they did not marry. Decedent came to Minnesota and married another. There were two children of the *476 marriage, Lillian Blanche and Prank. In 1904 petitioner, at the request of decedent and his wife, came from Norway to Minnesota and was received into the family with the consent of the wife and publicly recognized and acknowledged by decedent as a son. In 1906 decedent moved to New Mexico; he took petitioner with him and the rest of the family soon joined them; petitioner continued to live as a member of the family and was publicly recognized and acknowledged by decedent as a son. It does not appear that this publicly established family status (whatever its legal effect) was ever broken up or disavowed prior to decedent’s death. Petitioner was known by the name “Lund” in Norway. Although his mother’s name was Anderson he came to this country under the name “Lund,” and has continued to use it.

In 1941 Andrew Lund, the father, then a resident of California, died, leaving estate herein. It does not appear exactly when decedent became a resident of this state or, expressly, that petitioner did or did not join his father in becoming domiciled in California. Petitioner, it appears, was of adult age before the family moved to California—in fact, before they moved to New Mexico—but there is no showing that he ever married or established a separate domicile. It does appear that his half-brother and half-sister are residents of this state and he is now appearing in the courts of this state, invoking their jurisdiction.

Decedent left a will which devised all his estate to his son Prank Lund and his daughter Lillian Blanche Imel. Such will was admitted to probate. Petitioner, who was not mentioned or provided for in the will, claims that he, as pretermitted heir, is entitled to share in the distribution of the estate.

Statutes under which a child born illegitimate can, by virtue of subsequent conduct of his father (or of both parents) become capable of inheriting from the father, are usually classified as either statutes of legitimation (under which the child can, in some jurisdictions, attain the full status of legitimacy) or statutes of succession (under which the child, although remaining illegitimate in social status, can, at least to a limited extent, inherit as if he were legitimate, or, as is sometimes said, under which he is legitimated for the purpose of inheritance only). (See, e.g., Pfeifer v. Wright (1930, C.C.A. 10), 41 F.2d 464 [73 A.L.R. 932], cert. den. 282 U.S. 896 [51 S.Ct. 181, 75 L.Ed. 789]; 2 Beale, Conflict of Laws (1935) § 246.2, p. 967; Rest., Conflict of Laws, § 246, p. 329, *477 and comments thereto. ) Whether a child shall succeed to the estate of his father is determined in the ease of land by the law of the situs of the land (Civ. Code, § 755; Campbell-Kawmnanakoa v. Campbell (1907), 152 Cal. 201, 206 [92 P. 184]; Estate of Loyd (1917), 175 Cal. 699, 705 [167 P. 157]; Estate of Hills (1917), 176 Cal. 232, 234 [168 P. 20] ; Hall v. Gabbert (1904), 213 Ill. 208 [72 N.E. 806]) and in the case of movables by the law of the domicile of the father at the time of his death unless the law of the situs of the property provides that the law of the decedent’s domicile shall not govern (Civ. Code, § 946; Estate of Apple (1885), 66 Cal. 432, 434 [6 P. 7]; Collins v. Maude (1904), 144 Cal. 289, 294 [77 P. 945]; Estate of Dwyer (1911), 159 Cal. 680, 683 [115 P. 242]; Estate of Lathrop (1913), 165 Cal. 243, 247 [131 P. 752]; Estate of Hodges (1915), 170 Cal. 492, 495 [150 P. 344, L.R.A. 1916A 837]). As to what law governs (as precluding, permitting, or creating) the attainment of the full status of legitimacy, the reports of decisions and the texts of academic writers disclose a wide and heterogeneous conflict of authority and uncertainty of theory. As appears later herein it is upon the particular theory and policy adopted in California that the determination of this case depends.

At the time the family of Andrew Lund resided in Minnesota there was in that state no statute whereby petitioner could, by virtue of the father’s receiving him into the family, etc., attain the status of legitimacy or otherwise become capable of inheriting from the father. And at the time the family moved to New Mexico the only statute there pertinent (N.M. Comp. Laws, 1897, § 2038) declared that illegitimate children shall, when there are no legitimate children, inherit from the father whenever they have been recognized by him as his children, provided that such recognition must have been general and notorious, or else in writing. The exception when the father left legitimate children was eliminated by amendment in 1915 (N.M. Laws, 1915, ch. 69, § 1). Whether at that date Andrew Lund and his family were still residing in New Mexico or had moved to California does not appear from the record before us. In any event the New Mexico statute probably is not applicable here and is not relied upon by us because although the Supreme Court of New Mexico, so far as our research discloses, has not had occasion to decide whether the statute above referred to (later N.M. Comp. *478 Stats. 1929, § 38-114, now N.M. Comp. Stats. 1941, §31-118) is a statute of succession as opposed to a statute regulating status, it has consistently referred to the section as a statute of descent (State v. Chavez (1938), 42 N.M. 569 [82 P.2d 900] ; In re Gossett’s Estate (1942), 46 N.M. 344 [129 P.2d 56, 142 A.L.R. 1441]) and we should probably feel constrained to regard such references as at least tending to show an interpretation of the statute placed on it by the courts of the state in which it is enacted, which interpretation we should therefore respect (Osborne v. Home Life Ins. Co. (1899), 123 Cal. 610, 612 [56 P. 616]). As a statute of descent it would be immaterial to a determination of the legitimacy status of petitioner in California.

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FULGENCIO
17 I. & N. Dec. 471 (Board of Immigration Appeals, 1980)
REYES
17 I. & N. Dec. 512 (Board of Immigration Appeals, 1980)

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Bluebook (online)
159 P.2d 643, 26 Cal. 2d 472, 162 A.L.R. 606, 1945 Cal. LEXIS 267, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-lund-cal-1945.