Wilson v. Van Dett
Wilson v. Van Dett
Opinion of the Court
Opinion
Following the intestate death of Helen Alma Wilson, respondent Keith C. Wilson (hereafter Keith) under the doctrine of “equitable adoption” was judicially declared entitled to succeed to her estate. A sister of decedent and a sister of her predeceased Husband, who, among others, would otherwise have been entitled to inherit, have appealed from the judgment.
The principal issues of the appeal may be stated as: (1) Is the doctrine of equitable adoption to be found in the law of California (see discussion generally, 2 C.J.S., Adoption of Persons, § 32, pp. 446-447), and (2) if so, was there substantial evidence supportive of its application in favor of Keith?
We conclude for the reasons we now state that the two questions, must be answered affirmatively.
It was said in Estate of Grace (1948) 88 Cal.App.2d 956 [200 P.2d 189]: “‘[C]ourts, in their effort to protect and promote the welfare of the child, have given effect to a contract to adopt, where it has been fully performed on the part of the child, although it was invalid under the laws where it was made.’” (P. 963.) Citing out-of-state authority, the
Such an agreement was also deemed made with an orphaned child in Estate of Rivolo (1961) 194 Cal.App.2d 773 [15 Cal.Rptr. 268]. The child was raised and treated in all respects by the adult contracting parties as their natural child. Upon their death, intestate, the child was awarded their entire estate. Affirming the trial court, the reviewing court stated: “[I]t is well established that equity will specifically enforce an oral contract to adopt or a contract of inheritance and that part performance will take the contract out of the statute of frauds.... [11]... It is uncontroverted that the respondent was at all times regarded and treated as the adopted daughter of the Rivolos; that they told her and others on numerous occasions that she was legally adopted and would be their sole heir.... [II] We think it is clear that the respondent changed her position in reliance on the agreement and completely and fully performed her duties as a daughter. Appellants’ argument that there was no detriment to her ignores the fact that such agreements are primarily for the benefit of the child.. . .[W]e think. . .that under the circumstances, equity demands recognition of her lifelong status as an adopted child of Frank Rivolo and her inheritance rights. . .. ” (Pp. 777-778.)
Perhaps the best analysis of the rule is found, by way of dicta, in the high court’s case of Estate of Radovich (1957) 48 Cal.2d 116 [308 P.2d 14]. There, a child’s status as having been equitably adopted was
To the same effect see Steed v. Imperial Airlines (1974) 12 Cal.3d 115, 122-123 [115 Cal.Rptr. 329, 524 P.2d 801, 68 A.L.R.3d 1204]; Bennett v. Forrest (1944) 24 Cal.2d 485, 491 [150 P.2d 416]; Estate of Reid (1978) 80 Cal.App.3d 185, 191-193 [145 Cal.Rptr. 451]; Johnson v. Superior Court (1929) 102 Cal.App. 178, 182-183 [283 P. 331]; Furman v. Craine (1912) 18 Cal.App. 41, 45-47 [121 P. 1007]. We have found no contrary authority in this state.
We have, of course, considered Estate of Taggart (1923) 190 Cal. 493 [213 P. 504, 27 A.L.R. 1360], which is heavily relied upon by appellants. But we note that in that case no contention of “equitable adoption” was made or decided, probably because the claimed adoptive parent had made a will leaving nothing to the child, a clear right of parents of natural, or adopted, children. The claim was of a right to inherit (as distinguished from a right of specific performance of a contract), which we have shown does not exist in an equitably adopted child. (See authority quoted, ante.) Taggart lends no aid to appellants’ arguments.
Nor is the recently published (June 18, 1980) case of Estate of Davis, 107 Cal.App.3d 93 [165 Cal.Rptr. 543], found supportive of appellants’ position. In Davis, unlike the case at bench (as we shall presently see), there was no evidence reasonably indicating an express, or implied, agreement to adopt.
We turn our consideration now to the question whether substantial evidence supported the superior court’s findings that decedent and her predeceased husband “agreed to adopt Keith Wilson as their own child,” and “raised” him “as their own child, each assuming unto the other mutual obligations and undertaking of responsibilities as parent and child,” and that none of the parties ever “terminated the parent-child relationship which existed between them.”
The concept of substantial evidence is explained by Green Trees Enterprises, Inc. v. Palm Springs Alpine Estates, Inc. (1967) 66 Cal.2d 782, 784-785 [59 Cal.Rptr. 141, 427 P.2d 805], as follows: “When a finding of fact is attacked on the ground that there is no substantial evidence to sustain it, the power of an appellate court begins and ends with the determination as to whether there is any substantial evidence, contradicted or uncontradicted, which will support the finding of fact.... [1Í] When two or more inferences can reasonably be deduced from the facts, a reviewing court is without power to substitute its deductions for those of the trial court.” And we determine from the entire record whether there is such substantial evidence, a procedure reasonably demanded by developing concepts of due process. (See Jackson v.
Some authority holds that the evidence in a case such as this shall be “clear and convincing.. .But that “is-a question for the trial judge to decide”; the issue “is not open to review on appeal.” (Beeler v. American Trust Co. (1944) 24 Cal.2d 1, 7 [147 P.2d 583].) Here, the trial court expressly found that the evidence supportive of its judgment was “clear and convincing.... ”
Keith was born in 1942 at a home for unwed mothers. After several other foster home placements, at the age of three he was placed with Charles and Helen Alma Wilson who soon thereafter petitioned the superior court for his adoption.
The petition recited: “[Y]our petitioners are well able and anxious to care for, maintain and educate the said minor; and each of them is willing and anxious to adopt the said minor and to treat the said minor in all respects as if the said minor were the lawful child of each and both of them, and as such lawful child should be treated, and your petitioners are willing and anxious that the said minor when adopted should take the family name of each and both of them, and should sustain toward each and both of the petitioners the relation of child, and have all the rights and be subject to all the duties of that relation; and your petitioners, each and both of them, should sustain upon and after such adoption, toward the said minor, the relation of parent, and have all the rights [sic] be subject to all the duties of that relation; and your petitioners, each and both of them, agree to all and singular the matters and things set forth hereinabove and promise to the legal consequences of the same.” But following an entry in the court’s records—“Due to inability to obtain the consent of natural mother to the adoption after several attempts, abandonment petition is to be filed”—the adoption proceedings were dismissed.
Keith continued to live with his foster parents, the Wilsons. At age nine they told him he was adopted and never, until after their deaths, did he know otherwise. He used the name Wilson and was treated in all respects as their son; he had no contact with his natural mother. The relationship between the family members was warm and affectionate. When, in his teens, Keith ran afoul of the criminal, or juvenile, law the
The record, in our opinion, contains substantial evidence from which the trial court reasonably concluded that, according to the above-noted authority, the Wilsons and Keith had entered into a contract of adoption which was faithfully adhered to by them. It is of no consequence that believing other evidence, and drawing different inferences, the court might have reached a contrary conclusion. (See Green Trees Enterprises, Inc. v. Palm Springs Alpine Estates, Inc., supra, 66 Cal.2d 782, 784-785.)
No merit is seen in the contention that “the trial court erred in not applying the statute of frauds.” Part performance of an oral contract to adopt a child “will take the contract out of the statute of frauds.... ” (Estate of Rivolo, supra, 194 Cal.App.2d 773, 777, and see authority there collected; see also Estate of Reid, supra, 80 Cal.App.3d 185, 191; Estate of Grace, supra, 88 Cal.App.2d 956, 962-963.)
No “fraud and concealment” is made out by Keith’s erroneous recognition of appellants’ rights to portions of the estate before he, himself, was fully advised. Nor have appellants pointed to any resulting prejudice therefrom; the trial court reasonably concluded that no prejudice ensued from the circumstances recited in an appellant’s affidavit as: “When I initially applied to the bank for this loan and as security offered a mortgage on my property in West Deptford Township, the bank had turned me down and it was only after I offered as additional security to assign my interest in my sister’s estate that I was successful in obtaining the loan.” And the doctrine of “unclean hands” is to be applied, or not applied, in the trial court’s sound discretion. (Ferreira v. Ferreira (1973) 9 Cal.3d 824, 835, fn. 10, 3d par. [109 Cal.Rptr. 80, 512 P.2d 304]; Marlow v. Wene (1966) 240 Cal.App.2d 670, 677 [49 Cal.Rptr. 881]; In re Walker (1964) 228 Cal.App.2d 217, 226-228 [39 Cal.Rptr. 243].) No abuse of that discretion is here observed.
Affirmed.
Newsom, J., and Grodin, J., concurred.
Appellants’ petitions for a hearing by the Supreme Court were denied December 17, 1980.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.