Heien v. Crabtree

369 S.W.2d 28, 6 Tex. Sup. Ct. J. 482, 1963 Tex. LEXIS 622
CourtTexas Supreme Court
DecidedMay 22, 1963
DocketA-9469
StatusPublished
Cited by54 cases

This text of 369 S.W.2d 28 (Heien v. Crabtree) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heien v. Crabtree, 369 S.W.2d 28, 6 Tex. Sup. Ct. J. 482, 1963 Tex. LEXIS 622 (Tex. 1963).

Opinions

CALVERT, Chief Justice.

Petitioners, as plaintiffs, sought by suit in the county court of Sherman County to establish that they were the heirs at law of R. F. Frei, deceased, and that as such they were the owners of certain real and personal property constituting his estate. The county court denied the relief sought. Appeal was perfected to the district court. In that court respondents filed a motion for summary judgment, principally on the-ground “that if all of allegations of petitioners’ pleadings on file herein were admitted to be true, petitioners would not be [29]*29entitled to any relief prayed for by them and that respondents are entitled to judgment as a matter of law.” The motion was granted, and judgment was rendered that petitioners take nothing. The Court of Civil Appeals affirmed. 364 S.W.2d 271. We affirm the judgment of the Court of Civil Appeals.

The question squarely presented is whether a legal status of parent and child is created by parties assuming and living in a relationship of parent and child pursuant to an unperformed agreement to adopt the child. We hold that it is not.

Petitioners are alleged to be all of the heirs at law of Frank and Rosa Frei, husband and wife, both of whom predeceased R. F. Frei. Their other allegations may be summarized as follows: that R. F. Frei, born out of wedlock, was delivered by his mother, when yet quite young, to Frank and Rosa Frei about the year 1886 under an agreement that they would legally adopt him; that R. F. was given the name of Frei and remained in the home of Frank and Rosa until he was twenty-two years of age; that during a period of approximately twenty years the parties lived in a relationship in all respects consistent with that of parent and child, discharging the duties and obligations and receiving the benefits of the relationship as fully as if R. F. had been a natural child of Frank and Rosa. There is no allegation that R. F. was formally adopted according to statutory procedures; to the contrary, it is alleged that there was an equitable adoption or adoption by estoppel.

R. F. Frei never married, and died intestate. If the facts alleged and assumed to be true create a legal status of parents and child between Frank and Rosa Frei and R. F. Frei, the provisions of § 3(b) and § 40 of the Probate Code, Vernon’s Texas Civil Statutes, might have important bearing on petitioners’ rights of intestate succession. The pertinent provisions of those sections read as follows:

“§ 3. Definitions and Use of Terms
“When used in this Code, unless otherwise apparent from the context:
“(a) * * *
“(b) ‘Child’ includes an adopted child, whether adopted by any existing or former statutory procedure, or by acts of estoppel *
“§ 40. Inheritance By and From an Adopted Child
“For purposes of inheritance under the laws of descent and distribution, an adopted child shall be regarded as the child of the parent or parents by adoption, such adopted child and its descendants inheriting from and through the parent or parents by adoption and their kin the same as if such child were the natural legitimate child of such parent or parents by adoption, and such parent or parents by adoption and their kin inheriting from and through such adopted child the same as if such child were the natural legitimate child of such parent or parents by adoption. The natural parent or parents of such child and their kin shall not inherit from or through said child, but said child shall inherit from and through its natural parent or parents. Nothing herein shall prevent any parent by adoption from disposing of his property by will according to law. The presence of this Section specifically relating to the rights of adopted children shall in no way diminish the rights of such children, under the laws of descent and distribution or otherwise, which they acquired by virtue of their inclusion in the definition of ‘child’ which is contained in this Code.”

The inclusion of the quoted language in section 3(b) of the Probate Code, adopted in 1955, is the first legislative recognition [30]*30in this state of “equitable adoption”. The language used indicates a legislative assumption that our courts had held that a child may be adopted by acts of estoppel, and thus that a legal status of parent and child is created by acts of estoppel. Not so.

Before the enactment of Art. 46a, Vernon’s Texas Civil Statutes, in 1931, adoptions were effected in this state by the execution, authentication or acknowledgment and recording by the adopting parent or parents of a written instrument of adoption. In a series of cases arising out of fact situations having their inception prior to 1931 this Court recognized and affirmed a right of intestate succession in children who, being neither natural nor legally adopted children of the intestate, were held to be entitled to the right by “equitable adoption” or "adoption by estoppel.” The cases grew out of efforts to adopt which were ineffective because of failure to comply strictly with statutory procedures, or of agreements to adopt which by neglect or design were not performed. See Cubley v. Barbee, 123 Tex. 411, 73 S.W.2d 72; Jones v. Guy, 135 Tex. 398, 143 S.W.2d 906, 142 A.L.R. 77; Cavanaugh v. Davis, 149 Tex. 573, 235 S.W.2d 972. For an analysis of these and other cases dealing with the problem, see 36 Texas Law Review 30. The descriptive phrases, “equitable adoption,” “adoption by estoppel,” and “adoptive status,” are used in decided cases strictly as a shorthand method of saying that because of the promises, acts and conduct of an intestate deceased, those claiming under and through him are estopped to assert that a child was not legally adopted or did not occupy the status of an adopted child. Jones v. Guy, supra. Analysis of the cited cases makes clear that we did not intend to hold, and did not hold, that “equitable adoption” or “adoption by estoppel” is the same as legal adoption or that it has all of the legal consequences of a statutory adoption.

In the cited cases the right of intestate succession was asserted by the child. If that were the situation in this case, the facts alleged by petitioners, if found to be true, would undoubtedly support a holding that those claiming as heirs of Frank and Rosa Frei were estopped to assert that R. F. Frei was not an adopted child or did not occupy the status of an adopted child. But that is not the situation in this case. Here, the heirs of Frank and Rosa Frei are asserting a right of intestate succession to the estate of R. F. Frei. It was their burden to allege a legal right of succession. They could discharge that burden by alleging and proving that R. F. Frei was either a natural child or an adopted child of Frank and Rosa Frei through whom they claim. Admittedly he was neither.

But petitioners contend that the doctrine of estoppel in pais should be applied both ways; that inasmuch as they would be estopped to assert that R. F.

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Bluebook (online)
369 S.W.2d 28, 6 Tex. Sup. Ct. J. 482, 1963 Tex. LEXIS 622, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heien-v-crabtree-tex-1963.