Martínez v. Pérez Widow of Martínez
Martínez v. Pérez Widow of Martínez
Opinion of the Court
delivered the opinion of the Court.
The principal characters and their roles in this case are Luis Martinez, the predecessor in interest, a Puerto Rican and father; Mercedes Vázquez, a Venezuelan and mother; and Duilio Martinez, the son of the afore-named Luis and Mercedes.
César Núñez, at that time aged 21, and Mercedes Váz-quez, aged 14, both Venezuelans, contracted marriage in Caracas in February 1939. Mercedes’ mother appeared at the wedding in order to give her consent formally since the contracting party was a minor. A few months after they were married “I left the house,” said Núñez,
On October 15, 1943 Mercedes filed an action of divorce in Caracas on the ground of abandonment. The court designated Mercedes’ mother as her guardian since the former was a minor, and issued pertinent orders for summoning the parties. We have no further information on this proceeding.
Mercedes Vázquez and the predecessor in interest, Luis Martinez, had sexual intercourse of which a child was born in Caracas on June .6, 1944. The minor was registered that
In 1946 the predecessor, while still living in Caracas, filed a legitimation proceeding before the Supreme Court of the Federal District in Caracas “for the purpose of legitimizing my minor illegitimate son Duilio Vázquez, whom I acknowledge as such.” The child’s mother appeared in the proceeding for the purpose of giving her consent “in order that my named minor son be legitimized by his natural father, Luis Martínez.” Martinez had been married to Mo-desta Ortiz, who had died in Venezuela in April 1945. On October 4, 1946 the Venezuelan court, after proper proceedings were had, decreed “the legitimation sought, wherefore minor Duilio Martinez (formerly Vázquez) acquired the juridical status of legitimate son of Luis Martinez.”
The predecessor in interest executed a closed will in. Caracas on January 19, 1953 designating as heirs his son Duilio Martinez, his sister Providencia Martínez, his nephew Pedro Matos, and his wife Antonia Pérez. The genuineness of the will is not in question (Exh. Ill of both parties). Corroborating the foregoing in regard to the father’s request concerning his son, let us see what the deceased said, in part, in his will:
“My legitimate heir is my minor son Duilio Martinez, who was registered in the Civil Record of Santa Rosa Parish under the name of Duilio Vázquez but who was subsequently legitimized by me, after complying with the legal requirements, pursuant to a decree of the Supreme Court of the Federal District. I own at present property in the Republic of Venezuela and in Puerto Rico, and it is my first disposition that the share of the*433 legal portion which may correspond to my said child under the respective laws of those countries be respected.
. . Since my minor son Duilio, who lives with me, is of tender years, and in the event that the future administration of the property which may correspond to him may jeopardize or endanger his interests, I urge my designated heirs and my friends, Dr. Domingo Antonio Coromil and Mariano Rivero F., to lend their assistance in such a way as will conserve the minor’s property in order that he may receive it upon attaining majority and that the interest or rent therefrom may be used in his education and support.”
Martinez died in San Juan, Puerto Rico, on December 27, 1954 under the aforesaid will while he was married to Antonia Pérez de Martínez. The spouses had their residence in Villa Caparra, Guaynabo, Puerto Rico, and Duilio, who at his father’s death was 10 years old, lived with them since they were married.
Martina Martinez, the predecessor’s mother, died in 1955 and in September of that year the plaintiffs, four uncles and one cousin of Duilio (four sons and a grandchild of Martina), filed in San Juan an action of nullity of designation of heirs and other particulars claiming Luis Martinez’ inheritance for them.
In view of the fact that plaintiffs attributed Duilio’s paternity to César Núñez, on January 29, 1957 Núñez filed in Caracas an action of disclaim of paternity alleging in part as follows:
“I hardly lived one year with my wife, and owing to the serious difficulties frequently existing between us, I left the house before we had lived together one year and since then I did not have any kind of natural contact with my said wife. However, during the short duration of the marriage, my wife and I did not bear any children and after I left the home I never had any contact with my wife, neither material nor moral nor of any other kind. Owing to such circumstance, I have been shocked to learn that the paternity of an illegitimate child of my wife, named Duilio, is attributed to me.” (Exh. IV of both parties.)
■Briefly, plaintiffs alleged the following in their complaint: (a) That Luis Martinez did not leave descendants of any kind; that his only ascendant was his mother Martina Martinez, who died in 1955 leaving as sole and universal heirs her children and one grandchild, namely, the plaintiffs.
(b) That the designation of heirs contained in Luis Martinez’ will is null and void since he omitted as his heir his mother Martina Martinez; because it was false that minor Duilio was the son of said predecessor; because the minor’s acknowledgment made by Luis Martinez pursuant to the laws of Venezuela is null and void because it was made without the consent of the minor’s legitimate father; and because at the time of conception, birth and acknowledgment of said minor his legitimate parents were married.
The Superior Court first rendered judgment sustaining the complaint and defendants filed extensively argued motions for reconsideration. After a careful study of the allegations and briefs of the parties, the court, as it explains, concluded that its former' judgment should be set aside and it did so by judgment of November 18, 1959 and dismissed the complaint.
Plaintiffs contend that the trial court erred (1) in ruling that the predecessor was domiciled in Puerto Rico; (2) in failing to conclude that the minor’s domicile was Venezuela; and (3) in failing to conclude that the minor’s acknowledgment by the predecessor is nonexistent and, consequently, that the minor’s domicile is Venezuela and the laws of that country determine his status.
Plaintiffs’ allegations (a) that Luis Martinez did not leave descendants of any kind, and (b) that it is false that minor Duilio was his son, are indeed frivolous. The issue
The predecessor’s original domicile was Puerto Rico. He was born here; he married a Puerto Rican here for the first time. He lived and did business in Puerto Rico and Venezuela. He became a widower while he was in Venezuela. After his child was born he executed a wilt in Venezuela. (Of course, executing a will in Venezuela does not change by itself his domicile. One does not execute a will to change domicile but as a provident measure, and this perhaps is especially so if one is away from his domicile.) Martinez then returned to Puerto Rico where again he married a Puerto Rican and brought his son to live with them and remained here until his death. The fact that the predecessor signed some documents in Venezuela setting forth that he is domiciled in Venezuela does not convince us, nor did it convince the trial court, that his intention was to change his domicile. The meaning of that phrase in those documents is rather that he was residing in Venezuela. As is known, one may have more than one residence but only one domicile, Fiddler v. Secretary of the Treasury, 85 P.R.R. 302 (1962). Domicile can be changed only by the union of act and intent, § 11 of the Political Code, 1 L.P.R.A. § 8; González v. Santiago, 84 P.R.R. 366 (1962); González v. Secretary of the Treasury, 76 P.R.R. 128, 133 (1954); Enjuto v. District Court, 49 P.R.R. 358, 362 (1936); Restatement, Conflict of Laws, Draft No. 2, § 15 (1954). The intention must be an intention to make a home in fact, Restatement, supra § 19. See, also, Leflar, The Law of Conflict of Laws 15 (1959); Graveson, The Conflict of Laws 78 (1955); Stumberg, Conflict of Laws 20 (1951); Goodrich, Conflict of Laws 50 (3d ed. 1949). There is no evidence that the predecessor’s intention was to change his original domicile and to make his residence abroad a new domicile. The evidence shows otherwise,
Let us consider next the last two errors assigned as to which is the minor’s domicile and which is the applicable law. They are so closely interrelated that we will discuss them jointly. There is no question that the predecessor acknowledged his son Duilio. First, in 1946, he instituted successfully a judicial proceeding to acknowledge his child. Plaintiffs challenge the validity of the judgment of the Venezuelan court to that effect. We need not discuss that point since it is not controlling whether or not there was a valid judgment. The controlling factor is whether an acknowledgment was made. It is clear that the predecessor acknowledged his child in that public and official proceeding. We held something similar as to the principle, although not as to the facts, in Iturrino v. Iturrino, 24 P.R.R. 439, 443 (1916).
Since the question concerns a parent who acknowledges his child, the status of the child is determined by the
At present a majority of the countries follow the nationality principle and it has been so followed by the Hague Conference on Private International Law. The nationality theory seems more complete from the theoretical point of view, but the domicile theory is more practical, and for those countries which in one way or the other form a part of a federal system, the domicile theory seems the most proper. This is so because, although for international purposes the citizens of a federation have a federal citizenship, for internal purposes and for purposes related to juridical areas in which there is no applicable federal legislation, they have the local or state citizenship. This duality of citizenship, inherent in the federal systems, made it necessary for those systems to adopt the territorial or domicile theory. For example, in the case at bar, although Martinez was a citizen of the United States of America federation, there is no federal statute on family relations, but the law of the state, in this case the law of Puerto Rico, is applied. Owing to that duality of jurisdiction which contains within itself the federal systems, the latter follow the domicile doctrine. For a complete summary of this situation, see Reed, Domicile and Nationality in Comparative Conflict of Laws, 23 U. Pitt. L. Rev. 979 (1962).
As we stated, in the case at bar either of the two traditions, the civil or the common law, would produce the same result since, if we follow the civil tradition (nationality doctrine), Martinez’ personal statute would be the legislation of Puerto Rico, and if we follow the common law (the domicile doctrine), the law of Puerto Rico is also the applicable law. Of course, in our jurisdiction the domicile is determinative of the personal statute, Lókpez v. Sotelo, 70 P.R.R. 475, 480 (1949); Lókpez v. Fernández, 61 P.R.R. 503, 512 (1943), and since the decedent’s domicile was Puerto Rico, the status of minor Duilio Martinez is determined by the law of Puerto Rico.
There still remains to apply the law of Puerto Rico to the case. The well-established principles in Puerto Rico are that the hereditary rights of persons are regulated by the legislation in force at the time of the predecessor’s death,
The predecessor died in 1954 when Act No. 447 of May 14, 1947, laws of that year, p. 944, 31 L.P.R.A. § 2362, was already in force, which excluded, in a testate succession, the hereditary rights of the legitimate parents when there are legally recognized natural children, Ex parte Orona, 87 P.R.R. 800 (1963); Travieso v. Del Toro, 74 P.R.R. 940, 944 (1953); Sánchez v. District Court, 69 P.R.R. 457, 461 (1949). Under Act No. 447 of 1947 and the provisions of Act No. 229 of 1942, minor Duilio is the forced and universal heir of his father.
The Venezuelan court adjudged Duilio Martinez the legitimate child of Luis Martinez. We will not interfere with that Venezuelan judicial determination. It is not necessary. Furthermore, assuming that the Venezuelan law were contrary to the conclusions which we have reached, in this case we would accord preference to our law and not to the foreign law since, in that assumption, such foreign law would be in open conflict with the public policy (which is
For the reasons stated in this opinion, we believe that the errors assigned were not committed, and the judgment of the Superior Court, San Juan Part, dismissing the complaint, rendered in this case on November 18, 1958, will be affirmed, except that it will be modified ordering plaintiffs to pay the costs of the proceedings in the Superior Court and in this Court which are compulsory. Rule 44.4 of the Rules of Civil Procedure.
In his action of unknown paternity to which we shall presently make reference.
See Restatement, Second, Conflict of Laws, § 140, comment (c): “The place where the legitimating act takes place is unimportant. It is only-necessary that the effect of this act is to legitimate the child under the law of the state of the domicil of the parent concerned.”
For other works on the matter, see Ester, Illegitimate Children and Conflict of Laws, 36 Ind. L.J. 163 (1961); Baxter, Recognition of Status in Family Law, 39 Can. B. Eev. 301 (1961); Lasok, Legitimation, Recognition and Affiliation Proceedings, 10 Int’l & Comp. L.Q. 123 (1961); Guttman, Whither Legitimacy: An Investigation of the Choice of Law Rules to Determine the Status of Legitimacy, 14 Rutgers L. Rev. 764 (1960); Guttman, The Status of Legitimacy in Comparative Conflict of Laws, 8 Int’l & Comp. L.Q. 678 (1969); Mann, Legitimacy and the Conflict of Laws, Notes in 64 L.Q. Rev. 199 (1948); Welsh, Legitimacy in the Conflict of Laws, 63 L.Q. Rev. 66 (1947); Mann, Legitimation and Adop-
The English text of that article appears also in the same review.
Ab Intestato of Ana Garroti Padilla, 79 P.R.R. 180, 181 (1966); Silva v. John Doe, 75 P.R.R. 198, 204 (1953); Cancel v. Martínez, 74 P.R.R. 100, 106 (1952); Travieso v. Del Toro, 74 P.R.R. 940, 944 (1953); Febre v. Febre, 40 P.R.R. 208, 213 (1929); Ex parte Smith, 14 P.R.R. 643, 651 (1908).
Sánchez v. Díaz, 78 P.R.R. 771, 776 (1955); Silva v. John Doe, 75 P.R.R. 198, 207 (1953); Torres v. Heirs of Cautiño, 70 P.R.R. 614, 620
What is said in Calderón, La Filiación en Puerto Rico, 22 Rev. C. Abo. P.R. 251, 278 (1961), and in Arroyo, La Igualdad en los Derechos Hereditarios, op. cit. supra at 41, 52, is of interest on this matter.
Steele v. Bulova Watch Co., 344 U.S. 280, 286 (1952); Donohue v. Donohue, 236 N.Y.S.2d 890, 892 (1962); International Fire Co. v. Kingston Tr. Co., 189 N.Y.S.2d 911, 913 (1959); Levicky v. Levicky, 140 A.2d 534, 536 (1958); Fantony v. Fantony, 122 A.2d 593, 597 (1956); Rabel, op. cit. at 559; Taintor, op. cit. at 881; Leñar, op. cit., § 48; Stum-berg, Cases on Conflict oí Laws 91 (1956); Yanguas, Derecho Internet cional Privado (Parte General) 293 (2d ed. 1958); II Miaja, Derecho Inter-nacional Privado 280 (1955); Lorenzen, The Enforcement of American Judgment Abroad, 29 Yale L.J. 268, 279 (1920); Nussbaum, op. cit. at 110; Graveson, op. cit. at 485; Nussbaum, his article in Selected Readings on Conflict of Laws, Association of American Law Schools, 1956, p. 220.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.