In re Estate of de Laveaga
Opinion of the Court
This is an application by the two sisters of the decedent, asking for distribution of the property of the estate to them and to their brother Miguel A. de Laveaga, as the next of kin and heirs, filed December 4, 1896. This application the executors answered formally on December 16, 1896, putting in issue, however, nothing material in this controversy.
On January 11, 1897, an answer to the petition of the sisters was filed on behalf of one Anselmo Jose Maria de Laveaga, in which he alleged that he is one of t'he heirs at law and next of kin of said Jose Vicente de Laveaga, deceased, and averred, in support of his claim, that he was and is the
The said will and attestation clause are as follows:
“In the Name of God, Amen.
“I, Jose M. de Laveaga, of Los Aguilas Ranch, San Benito County, State of California, of the age of 33 years, 1 mth. & 27 days, and being of sound and disposing mind, and not under any restraint, or the influence or representation of any person whatever, do make, publish and declare this my last Will and Testament, in manner following, that’ is to say—
“First. I direct that my body be decently buried without undue ceremony or ostentation; but with proper regard to my station and condition in life, and the circumstances of my estate.
“Secondly. I direct that my executors hereinafter named, as soon as they have sufficient funds in their hands, pay my funeral expenses, and lawful debts.
“Thirdly. Whereas all my kindred and relations are in good and easy circumst'anees, I herewith distinctly declare that I do not give, bequeath nor devise anything to any of my kindred" or relatives however near; with the exception of my brother, Jose Vicente, and this only in below specified case; but give, bequeath and devise all of my property to my son Anselmo Jose Maria, born in Mazatlan, Mexico, to*390 Basilia Sanchez, deceased, on the twenty-first day of April, eighteen hundred and sixty-eight, and to-day residing with Doctor Wm. Dohrmann at No. 535 Bryant street, corner of Zoe, to the exclusion of all and everybody else, as this is the only child, I swear before God and men, to have.
‘ ‘ Fourthly. I wish to have it understood that said Anselmo Jose Maria, will not enter into possession of anything now belonging to me, before he reaches his full age and has learned some profession, for which purpose the executors hereinafter named will give him a thorough education.
“Fifth. In case of death of said Anselmo Jose Maria, all of my estate goes to my brother Jose Vicente de Laveaga.
“Lastly. I hereby appoint my said brother Jose Vicente de Laveaga and my friend Frederick W. Dohrmann (of the firm of B. Nathan & Co.) both of the City of San Francisco, California, the executors of this, my last Will and Testament ; hereby revoking all former wills by me made.
' “In Witness Whereof, I have hereunto set my hand-and seal this eighth day of November, in the year of our Lord one thousand eight hundred and seventy-seven.
“ J. M. de LAVEAGA. (Seal.)
“The foregoing instrument, consisting of one page besides this, was, at the date thereof, by the said Jose M. de Laveaga, signed and sealed and published as, and declared to be his last Will and Testament, in the presence of us, who, at his request, and in his presence, and in the presence of each other, have subscribed our names as witnesses thereto.
“A." M. ABREGO, “Residing at the Los Aguilas.
“GREEN DEVAUL, “Residing at the Los Aguilas.”
On the 9th of December, 1895, this paper was admitted to probate as the last will and testament of said Jose Maria and still subsists on the record in that form. That in and by another instrument in writing signed and subscribed by said Jose Maria de Laveaga in his lifetime in the state of California in the presence of two competent witnesses, to wit, F. A. Schroder and Dr. Wilhelm Dohrmann, which said witnesses were competent at the time of the signing and subscription
“DONE
“San Francisco, California.
“May 24th, Anno 1878.
<< ÍÍ it
“By these presents and by my name, hereunto subscribed with my own hand, I, Joseph Maria de Laveaga, before and in the presence of the witnesses whose names have been likewise hereunto subscribed with their own hands, and being in the full possession of my intellect and in good health, (having come here temporarily from my rancho, Los Aguilas, San Benito County), do truthfully and solemnly declare:
“That the boy, born in Mazatlan, Mexico on April 21st,
II
Anno 1868, therefore at present 10 years old, named Joseph I
Anselm Sanchez, who, since September 20th of the year 1873, has been and is now, living as a foster son with Wilhelm Dohrmann, M. D., engaged here in medical practice, and with the latter’s family, is my own son, and is hereby acknowledged as such by me, his own true father, before these witnesses orally and in.writing, just as I have already after the death years ago of his own mother, Basilia Sanchez, by means of a testamentary disposition (that' is, to say, years ago) made him my sole and only lawful heir of the estate to be left by me, and I hereby repeatedly acknowledge and confirm him with all his legal claims of inheritance and other rights and consequences connected with and in law and justice arising out of this my acknowledgment, which an own son may have.
“Whereof this preliminary instrument is witness (viz., of this my act of acknowledgment) (and at the same time of*392 the previous testamentary disposition as to the inheritance of my estate) amongst the living and in ease of death, reserving compliance with the further formality, if required by law, of a proper notarial instrument and other like things, which owing to the absence of the Notary Public, Mr. E. V. Sutter, of this city, will be effected and regularly done in addition hereto after his return.
“Thus done and subscribed, under date and in the year, as above, on May 24th, 1878.
“ J. M. de LAYEAGA.
“As witnesses and for the genuineness of the above signature.
“F. A. SCHRODER, “WILHELM DOHRMANN, “Dr. M.”
The original is here copied as follows:
“ACTUM.
“San Francisco, California,
“den 24sten May Anno 1878.
“Hinmittelst, und mit meiner eigenhandigen Namens-Unterschrift, erldare ich,: Joseph Maria deLaveaga, vor und in Gegenwart gleich falls eigenhandig mit-unterzeiehneter Zeugen, bei vollem Yerstande, und guter Gesunheit, (allhier, von meinem Rancho Los Aguilas, San Benito County, zeitweilig anwesend) wahrheitsgemass und feierlichst:
“dass der, seit dem 20sten September des Jahr’s 1873, und noch jetzt, bei dem hier arztlich practisirenden Dr. M. Wilhelm Dohrmann, und in dessen Familie, ais Pflegesohn, befindliche Knabe, geboren in Mazatlan in Mexiko am 21sten April Anno 1868, mithin gegenwartig 10 Jahre alt, Namens: II I
“Joseph Anselm Sanchez, mein leiblicher Sohn ist, und, ais solcher, von mir, ais seinem rechten, leiblichen Yater, hinmittelst' mundlich, wie sehriflich, vor diesen Zeugen, anerkannt wird, wie ich denn auch selbigenm nach seiner, vor Jahren bereits verstorbenen leiblichen Mutter: “Basilia Sanchez”, erfolgtem Tode, mittelst testamentlich er Bestimmung, (resp: vor J abren) ais meinen einzigen und alleinigen rechtmassigen Erben meiner einstigen Yermogens-Hinterlassen*393 scliaft, here its eingesetzt' habe und hiemittelst, wiederholt, mit alien seinen reehtmassigen, und mit dieser, meiner Anerkennung, verbundenen und reehts- und gesetzmassig sich ergebenden Erbshafts- und sonstigen Anspruchen und Folgerungen meines leiblichen Sohnes, anerkenne und bestatige:
“Solehes zur vorlaufigen Urkunde: (dieser meiner Anerkennungs-Acte) (wie der resp: vorangegangenen testament-lichen Erbschafts -Einsetzung zugleich) um Lebens- und Sterbens willen, unter Yorbehalt weiterer gesetzmassig erforderliehen, demnachst ein-und naehzuholenden Formalitat eines desfalsigen Notariats-Instruments, s. w. d. a. welches, in Abwesenheit des Notarius publicus, Herrn E. V. Sutter, hierselbst, nach seiner Ruckkehr auf hier, des Weiteren effectuirt und zur Ordnung gebraeht werden wird.
“So geschehen und unterschrieben sub. dat. et in anno, ut supra, den 24 May 1878.
“J. M. de LAVEAGA.
“ Als Zeugen und fur die eigenhandige obige Namens-Unterschrift:
“F. A. SCHRODER “WILHELM DOHRMANN, “Dr. M.”
This is the actum so-called from the word in the original “actum” rendered “done” at the head of the foregoing translation.
That said Jose Maria de Laveaga and the witnesses Dr. Wilhelm Dohrmann and F. A. Schroder all spoke and wrote the German language fluently and used it in conversation and in writing among themselves, and they all thoroughly understood the contents of said written instrument; that this respondent is the person designated by the name Anselmo
II I
Jose Maria in the will and the same Joseph Anselm Sanchez in the other instrument; that by reason of these facts he is entitled to share as heir and next of kin in the distribution of this estate, and he prays judgment accordingly. On the 13th of December, 1897, the sisters made answer to the claim of the respondent denying its essential averments. The issues thus joined came to trial on Wednesday, October 5th, 1898.
“See. 230. The father of an illegitimate child, by publicly acknowledging it as his own, receiving it as such, with the consent of his wife, if he is married, into his family, and otherwise treating it as if it were a legitimate child, thereby adopts it as such; and such child is thereupon deemed for all purposes legitimate from the time of its birth.”
The first point to be proved under the statute, is the illegitimacy of the claimant, ■ and that has been established in this ease without question from any source. It has been shown conclusively that the mother of the boy Anselmo was never married. The next question is as to paternity. Jose Maria was an unmarried man, and, therefore, presumptively childless. In order to substantiate this claim it must be shown that the child was illegitimate, and the fact of paternity must be established by strict and plenary proof; it must be demonstrated without shadow of suspicion to taint it. Can it be said that this petitioner has proved paternity in the strict manner and to the full extent of the statute? Has the status of the Civil Code, section 230, been established in this case in any of its elements? Is there evidence here of any intercourse between the maiden mother of this boy claimant and the bachelor Jose Maria? It is denied in argument that there is anything in the record competent to show that the two had any sexual relation, or that this child was the fruit of such commerce, or that such fact can be logically or legally inferred from propinquity or opportunity, and it is argued that it must be manifest that Jose Maria and he alone had access to the mother antecedent to the birth of the boy, and that the testimony here produced is insufficient on that point.
The senior Don Jose Vicente de Laveaga came with his family to San Francisco, arriving in April, 1867; the household consisted of himself, his wife, three daughters, his son, Jose Maria, two maiden sisters of his wife and two servants Basilia Sanchez and Josefa Lopez; Basilia Sanchez had been in their employ four years. Two sons, Jose Vicente, junior, and Miguel, were then in Europe, for education, as Jose
They were met at' the wharf by Goyoneche and one “Pepe” Torrontegui, an old-time Mexican acquaintance in a humble way of the de Laveaga family, who offered his assistance in the transference of their effects to their selected domicile on Silver street; in this house they remained but a short time, when they removed t'o 512 Dupont street, where the cause of this controversy had its origin. This man “Pepe,” or Jose Torrontegui, claims to have known Jose Maria from a child and as an intimate friend, and his father before him, with whom he first became acquainted in Mazatlan and the mother also. He was in their family residence in that city several times and knew them all, living and dead. Nachit'a, diminutive for Ygnacia, “Pepe” or Josefa, Maria, were three sisters of Jose Maria. Their father was Don Jose Vicente de Laveaga and the mother Dona Dolores Aguirre de Laveaga. Torrontegui testifies that he first saw the family here on the steamer when they arrived at Folsom street' wharf where he had gone to meet them in company with Tomas Goyoneche. There were with the family two female servants whose names he did not then know, but supposed to be passengers. He subsequently learned their names as Basilia and Josefa. The family went to live in a house on Silver street', between Third and Fourth; in company with Torrontegui and Goyoneche they went direct from the steamer to that house; Jose Maria went there also to live with them. This witness visited that house and saw the family there, saw the girl Basilia there perhaps once or twice; from Silver street the family moved to Dupont street; Torrontegui’s mother knew Jose Maria very well indeed; t'he latter used to visit the family of the witness at least once a week and there was great intimacy between them; on one occasion Jose Maria came to Torron
The foregoing is the substance of what counsel for the sisters stigmatizes as the “ worthless tale of Torrontegui," which, however, was repeated without' material variation, during the protracted cross-examination and which is substantially corroborated by other evidence on the part of the claimant, the most important items of which are documentary, namely, the will of November 8, 1877, and the so-called aet'um of May 21, 1878, hereinabove transcribed in which he expressed his conviction of fatherhood.
Counsel for the sisters treats these testimonies tersely in comment thereon, summarizing as to paternity that there is no proof of antecedent relations except' admissions of Jose Maria; no proof except the same and the evidence of Torrontegui of the career of Basilia in San Francisco; that the child was not baptized in the name of de Laveaga and never used the name in that form until 1895; that there was no reception into the family nor into the house or home of Jose Maria; that Jose Maria caused the boy to be held out to the world as the son, or at least of the kin and blood, of the Dohrmanns; that the boy grew up not knowing that Jose Maria was his father and never took his name, and no rea
So far as this summary is concerned, it is hardly to be expected that claimant should be required to establish by direct ocular evidence the sexual process of procreation or the act of begetting. We should consider the circumstances of the parties, what one of the counsel calls their environment. At the time of the arrival of the family the inmates of the household were Don Jose Vicente, the elder, his wife, their three young daughters, Jose Maria, then about t'wenty-two or twenty-three years of age, the two aunts, Ygnaeia and Isabel, and the two maid servants, Basilia and Josefa. There is no evidence whatever tending to show that Basilia was the recipient of the attentions of any suitor or in the' habit of consorting with any man, nor is there anything implicating anyone other than Jose Maria in her misfortune nor pointing in any manner to another as the author of the child born on April 21, 1868, in Mazatlan in the house of her sister Juliana, with whom she lived after her return to that place, and with whom she remained until her death on May 15, 1872. This child was baptized at the Parish Church by the name of Anselmo Jose Maria, the first name on account of the Saint’s day, and of the custom of the church and of the country, the other names, the Christian names of the father, the surname not being a necessity of the ceremony. The circumstances alluded to in addition to the other evidence leads irresistibly to the conclusion that Jose Maria was the father; that upon the boy’s arrival in San Francisco after the death of his mother he was committed to the custody of the Dohrmanns, and the fact that he was for a time known by their name, and was by them sent to one school or another and entered by their name does not destroy the force and effect of the evidence as to the fact of paternity, however much it may affect the question of public acknowl
The fact of paternity has been plenarily proved in this case by the only possible proof of such a fact in any case. The declarations of the father in that respect are the best and only proof of paternity of an illegitimate. There is no doubt upon the evidence that claimant Anselmo was born of Basilia Sanchez, maiden, and there is no proof that any man but Jose Maria de Laveaga had access to her prior to plaintiff's birth, and the declarations, numerous and emphatic and in solemn written documents, show conclusively paternity; the evidential force of these contentions is incontestable, consequent upon the uncontested fact of illegitimacy. It must appear that the child is illegitimate, for such only are the objects of this statute’s solicitude; the declarations of the alleged father can have no tendency to prove the fact of illegitimacy, but when it is established otherwise by evidence the declarations are effectual in proof of paternity.
So far it is shown that the boy claimant was illegitimate and that Jose Maria de Laveaga, an unmarried man, was his father. It remains to be resolved whether the statute in other respects has been satisfied, so as to confer upon this claimant the status of a legitimate child. The statute is headed “Adoption of Illegitimate Child,” and the acts resulting in such adoption must be performed by the father, and the consequence of such performance is the legitimation of the child for all purposes from the time of its birth. The method of acquiring such status is prescribed by law and the statute furnishes the evidence and the only proper and competent evidence of the acquisition of the status. If Jose Maria de Laveaga performed toward the child the duties which
The three steps that must be taken, as elements of legitimation, must be taken by the father and no one else: 1. Public acknowledgment of the child as his own; 2. Reception into his family; 3. Otherwise treating the child as if it were legitimate.
The lines of demarcation between these steps are not clearly drawn, are not as distinctly defined as they might be, but while they are more or less indeterminate they are not mutually exclusive; they seem to overlap, but taken together in their ordinary significations they give a clear enough meaning of the legislative intent and while not capable of exact definition so as to fit every case, they may be applied with sufficient facility in cases as they occur where the evidence is clear. Now, what does each of these terms mean? Public acknowledgment as his own child; not" merely an admission of paternity, but something more: (a) It must be an acknowledgment; (b) It must be a public acknowledgment; and it may be by conduct as well as by words.
If it may fairly and logically be inferred from all the facts in evidence that Jose Maria de Laveaga acknowledged in the manner indicated this claimant as his own child the latter must be deemed legitimate: Bailey v. Boyd, 59 Ind. 292.
The sum of the acts in the process of legitimation is, the actual public assumption and exercise of the parental duties owing to a legitimate child. The law imposes duties but also confers rights upon the father of a legitimate child. When he complies with section 230 of the Civil Code, he acquires‘rights of a father and becomes subject to the duties; for example, (1) becomes heir of the child, (2) acquires a
Did Jose Maria de Laveaga perform those acts which resulted in the legitimation of this child? After the death of Basilia in Mexico, her sister, Juliana, nurtured the child until he was sent' for by Jose Maria, who received him on Sunday, September 21, 1873, and took him immediately to the house of Dr. Wilhelm Dohrmann, 535 Bryant Street, where he had arranged for his care. This gentleman had come to San Francisco in 1868 and was highly respected for his character and attainments. He was a medical doctor and an accomplished linguist in German, his mother tongue, in French and other languages, including the classics; his English he acquired after his arrival here. At first the doctor dwelt in the house of his son Frederick W. Dohrmann, but after about a year he and his wife took a house for themselves, first on Filbert street, and finally at 535 Bryant street, where t'he old doctor and his wife, who was the stepmother of Frederick, kept house. The doctor died in June, 1886; his wife survived him about eight years.
In this household Jose Maria placed the child pursuant to an agreement to pay for his board and care and education one" dollar a day. This agreement had its origin as related by Frederick W. Dohrmann in several conversations he had with Jose Maria de Laveaga about this boy, prior to the latter’s arrival in San Francisco, the substance of which conversations was that Jose Maria made inquiry as to whether Frederick Dohrmann had any objection to a boy being placed in the house and under the care of his father, the doctor, he compensating for the care; the arrangement was consummated and the boy placed accordingly. It was in that house that Frederick Dohrmann saw the boy subsequently in company with Joseph as he was accustomed to designate Jose Maria; the boy was called “Joe.” Frederick Dohrmann had several conversations with Jose Maria after that about the boy, of whom he spoke in German as “Mein junge” or “der junge,” equivalent in English to “my youngster”
This Frederick W. Dohrmann is a person who, in conjunction with Jose Vicente de Laveaga, was nominated by Jose Maria executor of his will, which was among the papers found in one of the envelopes delivered to him by Mr. Daniel Rogers, after the death of Jose Vicente, of whose will Rogers was an executor. The so-called actum was another of the papers received by him in like manner and at the same time. It would seem from this that the existence and whereabouts in San Francisco after the arrival of the boy was not unknown to some members of the family of Jose Maria, although the latter had become a permanent absentee from his father’s house. Some of them were frequent visitors at the house of Dr. Dohrmann.
At this point it may be pertinent to epitomize the comments of counsel for the sisters upon the relations of Jose Maria to his family at the time just indicated.
Mrs. Blanca Paulsen, daughter of Dr. William Dohrmann, complained to him that the boy was wild and that she did not want her family name brought into reproach by his escapades, as her brother’s boys were in the same school and ought not to be implicated on account of name with him in his juvenile misdeeds, but’ still Jose Maria did not grant the use of his distinguished patronymic to this mischievous lad universally known as Dohrmann to the distress of this sensitive lady. In view of the facts in evidence it cannot seriously be maintained that Anselmo, the boy claimant was
As to the name by which the boy was known in the neighborhood of his foster home and at school, it is clear that it was not his true name, for it is in proof that he was baptized Anselmo Jose Maria, and that he was not related by blood or marriage to the Dohrmanns; but it was natural that living in their family and being sent to school from their house their name should be entered on the record, with the name of Dr. Dohrmann as parent or guardian. It cannot' be inferred, however, from this that Jose Maria denied and disowned the boy publicly in the neighborhood, nor in the school world. His placing the boy in the home of Dr. Dohrmann for care and culture conferred no authority upon the doctor to change the boy’s name nor to enter himself as his parent or guardian on school registers. The doctor’s acts in this regard were not those of the actual father. Jose Maria placed the boy with him under the name of “Joseph,” and paid for him according to the agreement, and there the paternal acts in that connection ended. Whatever the doctor did, whether of whim or affection toward the boy, in calling him by his own name cannot impair validity of the accomplished act of the true father under the statute, and it was plainly not pleasing t'o some of the members of the family, at least one of whom was angry at the assumption that the boy was a Dohrmann, for this one, Mrs. Blanca Paulsen, the daughter of the doctor, testified that she had always known the boy as “Joseph Laveaga” since he was five years old; she first saw him at her father’s house on Bryant street'; she had seen the senior Joseph at her father’s house, at the store of B. Nathan & Company, at her brother Adolph’s house, where
The conversation as related by Mrs. Paulsen in German was as follows: “Warurn nimt Ihr Sohn nicht seinen Nahmen, wir wollen nicht das mein Bruder sein Kinder unter seine Unnathen leidet, Mr. de Laveaga antworte lassen Sie es nur gehen spater wird er schon seinen eignen nahmen nahmen, ’ ’ which is thus rendered into English: “Why does your son not take his name, we do not want that the children of my brother suffer for his naughtiness? Mr. de Laveaga answered : You let it go only, later he will take his own name. ”
All the witnesses for the claimant testified that the boy was always called “Joseph” by Jose Maria, and the witnesses so called the boy, among them Abraham Bachert, who used to visit the house of Dr. Dohrmann very often with Jose Maria, and who had known the boy from his fifth year when the child spoke Spanish and later on German, which was all he could hear in that house and which he picked up quickly, as a child might; Bachert always called the boy Joseph, saw him and Jose Maria together; the latter said to Bachert “This is my boy,” or “my son”; “Here is my child, is he not a nice looking boy, does he not look like me?” Bachert would respond affirmatively; he saw the two together often in that house, also at the store of B. Nathan & Company, and at “The Fountain,” a family restaurant and amusement resort, with Dr. Dohrmann. Jose Maria used the words in German “mein sohn,” in reference to the boy, those words mean “my son”; Bachert also saw Jose Vicente frequently and went with him often to Dr. Dohrmann’s house; sometimes Jose Maria and Jose Vicente and Bachert went there
Mrs. Augusta Von Bendeleben testified to a long acquaintance with the boy and his father, who spoke of the boy as “Joseph” and called him his son; she also knew Jose Vicente and saw him when the boy was present at Dr. Dohrmann’s and heard Jose Vicente call the boy, “Joseph.”
Bernard Nathan, the founder of the firm which is now Nathan, Dohrmann & Company, and in which Frederick W. Dohrmann has been from the start a partner, knew the latter "s father ever since his arrival in San Francisco; he also knew Miguel A. de Laveaga, and his brother Jose Vicente and Jose Maria, the last named of whom he became acquainted with first, and called him Joseph; Nathan conversed with them all in German, which they spoke splendidly; he saw Jose Maria most, saw him at the Nathan store and also at the house of Dr. Dohrmann on Bryant street where they were accustomed to gather to celebrate the old doctor’s birthday and on other festive occasions; Vicente came into the store of Nathan quite often; Nathan first saw the claimant when he was six or seven years old at the house of the doctor, the boy spoke Spanish at that time; Jose Maria told Nathan once that he had a boy whom he had brought from Mexico and left with Dr. Dohrmann; this was told in German, Jose Maria said “Mein junge,” which means “my boy” or “my son,” and he seemed to be very affectionate toward him; he called him “Joseph” when he used any name and when he did not use any name he said “mein junge”; Nathan always knew the boy as “Joseph”; that was the only name by which he was called so far as Nathan knew; Nathan had many conversations with Jose Maria, in one of which he said that he was very well satisfied with the treatment that the boy received at Dr. Dohrmann’s and that he was glad he left him there; all that Nathan knew on that subject' he learned from Jose Maria, who always spoke in German.
It may be added that it is natural and common for children to take the name of the people by whom they are reared, as the records of this and other courts will show in cases of change of name by judicial process for the reason that the person has been usually or universally known by another than the birth name. It may also be added that in cases of adoption under sections of the Civil Code from 221 to 229 the child frequently retains its original name, not assuming the family name of the person adopting, thus presenting an apparent incongruity. When the name “Sanchez” was used in the actum it is inferable that it was because the author of that instrument. regarded it as the formal legitimation, so giving the boy his mother’s name as that which before the final legitimation the boy was strictly entitled to. The paper itself was, as its statement claims, simply a draft or preliminary instrument preparatory to the execution of a proper notarial document, which the writer in his ignorance of the law deemed essential to effectuate his design. His lack of legal lore, however, and crudeness of performance cannot alten
In his will or testamentary disposition referred to in the actum and made some time prior .thereto, Jose Maria described the boy by his three full Christian names, using no surname at all, “My son Anselmo Jose Maria,” as he himself was described in the will of his own father, the senior Don Jose Vicente, simply as “my son, Jose Maria,” and in like manner described his other children by their first names only.
Likewise in the will of his mother Dona Dolores Aguirre de Laveaga executed December 30th, 1881, in which occurs the following clause:
“Cuarto. Como he llegado a oir que mi finado Hijo Jose Maria, Soltero dejo uno o mas hijos habidos fuera de Matrimonio, ahora declaro que no reconozco a semejante hijo o hijos como nietos mios, y que si no les lego nada, lo hago con todo conocimientos e intención. Y ademas anado que, un cuando posteriormente se presentara alguna Muger reclamando haber sido esposa de mi citado hijo y a finado, es mi voluntad e intención el no legar nada, ni a ella mi a los hijos que ella presentara.”
The foregoing may be more or less correctly translated as follows:
“Fourth. As I have heard that my dead son Jose Maria, unmarried left one or more Sons born out of wedlock I now declare that I do not recognize such son or sons as my grandchildren, and if I leave them nothing I do so with full understanding. I furthermore add that although at the outcome some woman may present herself claiming to have been wife of my said son deceased it is my Will and intention to leave nothing neither to her nor to the children that she may present. ’ ’
Whatever the claimant did as a child could not alter his legal situation nor estop him from claiming the benefit of the acts done by his father; nor can he be held bound by what he was induced to do by Jose Vicente, and so far as the conduct
“San Francisco, June 13th, 1868.
“Mr. J. V. de Laveaga,
“Present,
“My father:—
“I ignore up to this moment what Yicente might have done. I have thus sworn it to my mother and I swear and verify it by this.
“If Yicente had done anything, I have not' induced him to do it and let him shoulder the responsibility. Notwithstanding the statement, my mother told me I had no religion and therefore my oath was of little importance. She told me I had one of the blackest hearts and a little face of Saint Anthony with the soul of a Demon. That I did not love any one of my family; that it seemed to me that you both were living too long, and a great many other inculpations. I limit myself to record these fresh as they are, for ihemory’s sake.
“After this what could I answer that would be believed in the truth of my explanation? Nothing.
“Why should I have the unnatural sentiment, that it would seem to me that you both were living too long? Deduction? Inheritance? Formally and in whatever manner required I renounce it', thanking my father for what he has done for me, so that I can support myself through my own self, and if by doing so I can wipe out from my mother's mind such a terrible thought.
“My resolution is taken, and if I find the approval of my father at least to the extent that he should not curse me, I will to-day deliver of such a terrible monster those who wish to make him appear thus, by moving somewhere else, and may they answer for what may befall to your son,
“JOSE MARIA.”
The receipt of this letter is acknowledged by the father, the senior Don Jose Yicente, by a memorandum in his handwriting appended to it on the same paper, translated as follows:
*413 “June 15, 1868.
“At seven in the afternoon I received this, and I answered him by common consent, that he was free of the home control; since that night' he has not slept at the house. Since February he is employed with Mr. T. Lemmen Meyer, earning one hundred dollars per month.”
It would appear from this that there was some deeper reason for his departure from home than late hours, and it does not appear that he and his father ever came together again until the latter’s last moments. It may be true, as Miguel testifies, that his father went to Lemmen Meyer’s nearly every day where he could have seen Jose Maria, but it does not appear that he ever saw or conversed with him at that or any other place during this period. After Jose Maria left' his father’s house in 1868 to 1875, when he purchased the ranch, to 1876, when he moved to San Benito permanently, to 1879, when he returned to San Francisco, where he sojourned for a short season bankrupt and homeless until he left for Colorado in December, 1879, dying in Denver April 21, 1880, he could not be said to have had a home of his own in which to rear and educate a tender child. He was.barred from his father’s house by the act of that' father, which did not cease to operate with his life, and by his will was perpetuated in the request to his wife “not to allow my son Jose Maria to reside with her and my daughters; if they marry she may or may not consent thereto. The peace and convenience of all my children requires it should be so.” So from home he was still an exile; although he was abiding in the vicinity at times, he was a mere inmate of a lodging-house, with but one room for his accommodation; there was no return of the prodigal son to his father’s house and no invitation thither when he returned from the ranch in the winter of 1879, and Miguel swore that he did not know where Jose Maria lodged in that interval. If it were legally requisite that he should take the boy into his “home,” he had no such domestic establishment; but the law did not require this; the expression is not “home,” it is “receiving into his family,” which means, in the case of a bachelor, receiving him under his care, protection, custody, and control, and may be aecom
It thus appears that Jose Maria did not take the boy to his ranch, not because he wanted to conceal the relationship, and this is the material bearing of such evidence, if we construe the statute correctly, but because the boy was better off at Dr. Dohrmann’s house; the ranch was an unfit place for a child; Jose Maria’s own habits were not exemplary; he was not really the master of the situation from April, 1877, until he quit, he was but a pensioner all that time; he was inpecunious from the start, had a mistress there much of the time, and the situation was altogether unsuited for the mental and moral cultivation of this child. Certainly he was better off, if life at the ranch is faithfully depicted in the record, by being kept' in the house of his friend Dr. Wilhelm Dohrmann under the agreement to pay for his board and care and education at the rate of one dollar a day, which agreement was carried out to the extent of the ability of Jose Maria during his lifetime, as is proved by the little volume called “Joseph’s Book,” which shows by the entries made therein payments aggregating $1300 during five years, or an average of $260 a year from and including 1874 to and including 1879.
This fact of support is further proved by Hansen, by F. W. Dohrmann, by the letters of Jose Maria to Dr. Dohrmann, by the letter of May 4, 1875, to Jose Vicente, and by his letter to Miguel dated July 2, 1879, and that his own death should not leave the boy destitute further provision was made by the will of November 8, 1877, in which all his estate was left to his son, this claimant, with the understanding that he should not enter into possession until his majority and when he had acquired a profession, and for this purpose it was enjoined upon the executors to give him a thorough education, and in the event of his death everything to go to Jose Vicente. When he became bankrupt Jose Maria commended this boy to Vicente’s care. His letter to Vicente of October 31, 1879, inclosing the copy of the letter to Dr. Dohrmann of October 29, 1879, serves to substantiate this claim.
Reverting now to the will and the actum; the fact that these documents with the other effects of Jose Maria passed into the possession of Jose Vicente and were suppressed until August 14, 1894, is to be taken into account as a most significant circumstance.
In the interval succeeding the death of Jose Maria, Dr. Wilhelm Dohrmann died in June, 1886, and his wife Dorathea, in 1894, carrying out to the end the trust assumed at the instance of the natural father of this claimant.
Whose fault was it and whose accountability that the claim of this boy remained so long in abeyance 1 Upon whom wae enjoined the duty of making manifest the full truth concerning the claimant? To whom was committed the care of the future of this child and upon whom was imposed the obligation of giving him a thorough education for some profes
By the suppression of these documents and by these deaths the evidence of the boy’s rights might be supposed to have been destroyed, but after the death of Jose Vicente and the admission to probate of his will the truth came out and the papers were found to be preserved. Jose Vicente died on August 14, 1894, and after that event Daniel Rogers, one of his executors, in company with Miguel A. de Laveaga, examined his private box in the safe deposit vault and found certain papers therein which Rogers delivered to Frederick W. Dohrmann; these papers were in one envelope indorsed “The Will of Jose Maria de Laveaga,” and another indorsed “To be delivered to Mr. Dohrmann after his death”; one envelope was superscribed in Spanish “Testamento de J. M. de Laveaga, fha. Nov. 8/1877,” the other in German “Im Falle meines Todes an Herrn Dr. Wm. Dohrmann abzugeben-535 Bryant St.,” in black ink with the interpolation in pencil, “or F. Dohrmann, San Francisco,” the German of which rendered into English is, “In case of my death to be given to Mr. Dr. Wm. Dohrmann or F. Dohrmann.” It is in evidence that the superscriptions on the first envelope alluded to hereinabove and on the second were in the handwriting of Vicente. These papers, according to the testimony of Rogers, were found by him in the safe deposit box belonging to Jose Vicente de Laveaga in the vaults of the California Safe Deposit and Trust Company sometime in the month of August, 1894, after the death of Vicente, and were by Rogers delivered to Frederick W. Dohrmann, one of the persons named in the will of Jose Maria as executor thereof, the other executor being the deceased Jose Vicente. For all the years between the death of Jose Maria and that of Jose Vicente these documents were in the possession of the latter and by him suppressed in derogation of the rights of this claimant.
This will was an act deliberate in its production and uncommonly circumspect in its execution. The testator not content with its statutory sufficiency as an olographic instrument added in his own handwriting an attestation clause in full form and called in to witness two persons, A. M. Abrego and Green Devaul, who were at that time employed on the
Green Devaul’s story of the way in which he came to sign as witness was this: Sometime about November 1st, when Devaul was at the little place where the workmen stayed on the ranch Santanita, about four miles from Jose Maria’s house, a little boy came over with a note from Jose Maria requesting Devaul to go there on that evening and he went; it was dark when Devaul reached there and he put his horse in the barn and went in and sat down by the fire a little while; supper came down and they had a drink or two and then supper; after the meal was consumed Jose Maria produced cigars and they had a smoke; after the cigars they turned around to the fire and in a short time Jose Maria took a small table and hauled it up to the fireplace to where they were seated, and he took out this document, the will, and said: “Mr. Devaul, I am making what we call a testament.” “Well,” said Devaul, “Mr. Laveaga that is what we Missourians call the Bible.” “Well, all right,” he said, “we shall call it a will”; then he said, “I wish to have you and Mr. Abrego witness this will,” Devaul refused to do it for a while but finally subscribed as a witness and after that they resumed their cigars and turned around to the fire and sat and smoked, “me and Mr. Abrego,” Devaul thought Jose Maria signed the will at the time, but was not positive; the testator was doing something as Devaul was sitting at the back of him, the witnesses just turned around, the table was
So far as these witnesses differ in detail, the advantage is with Abrego, as his story seems consistent and correct and there are certain intrinsic infirmities in the testimony of Devaul that suggest mistakes in memory; but they agree in the essentials of the execution and as to all apart from that the court does not consider it important, in .the face of the entire record.
Miguel is mistaken in memory; his recollection must be at fault in several particulars which do not chime with the established circumstances of the case. As to Miguel’s narrative of his interview with Jose Maria in the summer of 1873, there are in it certain indicia of improbability:
1. Basilia was dead a year prior to that time and Juliana was totally illiterate; if she secured the services of another to conduct correspondence the letters should have been produced to prove the assertion of blackmail or an attempt in that direction.
2. Why did it take five years for this alleged design to culminate or come to a head?
3. Why bring the boy here to escape blackmail and quintuple the cost of maintenance over that in Mexico ?
4. Why, to escape a communication by the blackmailers to Jose Maria’s father, bring the boy to San Francisco in the face of that father, as it were, and into the house where Miguel and Vicente visited frequently, and during that father’s last illness with the natural danger of disherison?
5. It is not shown that Basilia was a promiscuous person; on the contrary-it is established that except for the incident which was the inception of this controversy she was innocent.
There are other considerations impairing the value of Miguel’s recital, which it is unnecessary to discuss in detail
Apart from the testimony of Miguel and Mrs. Cebrian there is nothing in this record to point to a denial; mere silence and nonallusion to him has no more weight than other negative testimony. The oral evidences of admissions of paternity and acknowledgment are abundant and' unrefuted and come from credible sources, almost without exception, and if it be said that for the most part they belong to the Dohrmann environment, so also did Miguel, who was, according to his own testimony, a daily and nightly associate of the doctor, and so also was Jose Vicente, a friend and familiar of the old doctor and his son, Frederick W. Dohrmann with whom he was coexecutor of Jose Maria’s will, and to whom he directed the written evidences of this boy’s status which furnish the irrefragable muniment of his title to a share in the name and estate of de Laveaga. Jose Maria orally declared his paternity and acknowledged this boy to nearly a score of persons in various walks of life and in different occupations and living apart from each other, although some of them mingled in social intercourse in respectable resorts and frequently met at the house of the old doctor on his birthday and other festive occasions where there were about as many de Laveagas as Dohrmanns present; as Miguel himself says, Jose Vicente and he used to visit the Dohrmann house and play chess at times with the old doctor, and they all used to visit Kunstler Halle and play cards, whist three or four times a week, poker about every evening, and other games and sometimes they met for their pastime at the room of Jose Maria.
Witnesses of this class cannot be whistled down the wind by insinuations that they are below the social grade of those who voluntarily seek their society and court their company. As against such witnesses on the score of oral declarations there, is nothing substantial but negative testimony: Estate of Jessup, 81 Cal. 456, 21 Pac. 976, 22 Pac. 742,1028, 6 L. R. A. 594. .There is no contrary evidence as to declarations denying paternity except by Miguel and his sister Mrs. Cebrian. As to Miguel’s testimony on this point it does not avail at best because the statements are alleged to have been made in the summer of 1873 before Jose Maria had the boy brought to San
The prayer of the cross-petition is granted.
Estate of de Laveaga was before the supreme court in 119 Cal. 651, 51 Pac. 1074; 142 Cal. 158, 75 Pac. 790.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.