Sosa v. Sosa Escobar

66 P.R. 573
CourtSupreme Court of Puerto Rico
DecidedJuly 26, 1946
DocketNo. 8973
StatusPublished

This text of 66 P.R. 573 (Sosa v. Sosa Escobar) is published on Counsel Stack Legal Research, covering Supreme Court of Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sosa v. Sosa Escobar, 66 P.R. 573 (prsupreme 1946).

Opinions

Mr. Justice Cordova

delivered the opinion of the court.

The natural and adopted children of Manuel Sosa are back in our lap. Their case has been remanded here by the Circuit Court for the First Circuit to which the adopted children appealed from our judgment, which judgment, because the four justices then constituting this court were equally divided, affirmed that of the district court dismissing the complaint of the adopted children.1 The appeal was relatively successful, thanks to the circumstance that this court is now composed of five members. The Circuit Court, by reason of the deference which in cases involving questions [575]*575of local law it gives to our decisions, vacated our judgment.2 And it remanded tlie case in the hope that it would now he decided by a majority of this court, including in its mandate that part of the judgment which refers to defendants Matos, Federal Land Bank, Land Bank Commissioner, Loiza Sugar Co., Marcial Suárez, and Ceferino Osorio, wherein the four justices of this court who intervened in the case, were agreed.

The facts of the ease, and the pertinent statutes and precedents, are fully set forth in the opinions of Justices Todd and Snyder, 64 P.R.R. 732, 742.

We need only recall that Manuel Sosa was survived by two adopted and two acknowledged natural children and that in his will he designated his natural children as his sole and universal heirs, leaving to his adopted children legacies in the amount of $20,000 (somewhat less than one seventh of the estate), and the remainder interest in one-sixth of the estate. The adopted children contended that they were entitled to two-thirds of the estate and instituted this proceeding against the natural children, the other legatees, and the third persons who acquired rights in the estate from the natural children and legatees during the course of the eighteen years which passed between the partition of the estate and the filing of the complaint of the adopted children.

The district court dismissed the complaint on the ground that when there are forced heirs, such as natural children, the adopted child has not right whatsoever in the estate.

[576]*576I

The appellants maintain, that, even if there are forced heirs, and in so far as their legal portion is not prejudiced, adopted children have the same rights in the estate as legitimate children, that is, they are entitled to two-thirds of the estate.

Section 177 of our Civil Code formerly provided, as did the Spanish Code, that the adopted child acquired no right to inherit from his adopted parent, in the absence of an agreement to the contrary in the deed of adoption. That provision was expressly repealed in 1902 and in its stead were substituted the Sections now numbered 132 and 133, which read as follows:

“Section 132 — Adoption shad in no ease injure the rights belonging to forced heirs, which shall remain as though the adoption had not taken place.
“Section 133 — The person adopted shall enjoy in the family of the adopter the rights and duties and consideration of a letigimate child, with the exception noted in the preceding section.”

The above-transcribed Sections, with slight variations, were copied from :§ 214 of the Louisiana Civil Code, which . in its pertinent part provides:

“ . . . such adoption shall not interfere with the rights of forced heirs.
“The person adopted shall have all the rights of a legitimate child in the estate of the person adopting him except as above stated. ’ ’

The repeal of :§ 177 and its substitution by the provisions which give the adopted child the rights of a legitimate child in the family of the adopter, without prejudice to the rights of the forced heirs, constitute a clear expression of the legislative intent to abandon the principle expressed in the Spanish Code, so foreign to the historical concept of adoption, that, the adopted child acquires no right to inherit (in the absence [577]*577of a contract), and to embrace the principle, so typical of adoption, that the adopted child acquires rights in the estate.

Neither this court, nor any of its justices, has even suggested that such was not the legislative intent in 1902. In the opinion delivered by Justice Todd in this case, 64 P.R.R. 737, it is acknowledged that the lawmaker in 1902 desired to grant, and granted, hereditary rights to the adopted child, although the conclusion is reached that these rights exist only in case of intestate .succession, and then only in the absence of forced heirs.

But if, as we held in Ex parte Ortiz v. Lluberas, 42 P.R.R. 339, and in Bardeguez v. Bardeguez, 48 P.R.R. 692, and as all the present justices of this court are agreed, the lawmaker in 1902 granted the adopted child certain rights in the estate of the adopter, where are these rights granted, and where are they limited?

The hereditary rights of the adopted child are granted, and limited in §:§ 132 and 133 of the Civil Code, quoted .above. They are granted in § 133, which provides that the adopted child shall enjoy “in the famity of the adopter the rights . . . of a legitimate child, with the exception noted in the preceding section.” There is no other provision in Puerto Eico which grants to the adopted child any right in the testate or intestate inheritance of the adopter. If hereditary rights are granted in that Section it is because the lawmaker, in referring to the rights of a legitimate child in the family, meant to include rights in the estate, as was decided in Ex Parte Ortiz v. Lluberas, supra.

That the “rights in the family” which the adopted child acquires in the family of the adopter include rights in the testate or interestate inheritance is also corroborated by § 137 of our Code. That Section provides that “the adopted person shall preserve the rights belonging to bim in his own natural family” and, as is clearly shown in the opinion of [578]*578Justice Todd in 6*4 P.B.R 735, 736,3 tlie rights which the adopted child thus preserves in Ms “natural family” include, among many others, the right to inherit whether or not there is a will.

if “rights in the family” is inclusive of the right to inherit in § 137, why is it not equally inclusive in :§ 133? If the right to inherit is not included in § 133, why is it included in .§ 137 ? If the right to inherit were not included in either of the two Sections, we would reach the anomalous result that tiie adopted child would have no hereditary rights either in his adoptive or in his natural family.4 But we have [579]*579already seen, and no one questions it, that under § 137 the “lights in the family” include rights in the testate and intestate inheritance. It is not unreasonable to conclude that that phrase has the same scope in § 133 and that this latter Section, therefore, grants the adopted child rights in the testate and intestate inheritance of the adopter.

The premises having been established that the lawmaker in 1902 meant to grant to the adopted child certain rights in the inheritance of the adopter, and that those rights are conferred by § 133 and are limited, under said Section by the preceding one, it remains to determine the scope of such rights.

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Bluebook (online)
66 P.R. 573, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sosa-v-sosa-escobar-prsupreme-1946.