Simpson v. Simpson

COOK, J.

This is an action in partition and is before us on appeal.

Thomas Simpson, the plaintiff, and Elizabeth Simpson were husband and wife and lived a number of years in the state of Iowa, subsequently removing to this county.

After coming to Guernsey county, they acquired three several pieces of real estate, the title to two of which were placed in the pame of Elizabeth and the other in their joint names, and so remained until the death of the wife — the parcel in their joint names being the subject-matter of this action.

While living in the state of Iowa, Elizabeth, the wife, adopted, under the laws of that state, a child two years of age, afterwards known as William Le Roy Simpson, who is the defendant in this action, removing with his adopted mother and her husband to the state of Ohio, and remaining with them until the mother’s death, he then being a little above his majority.

After the death of his wife, plaintiff was appointed administrator of her estate, and as such administrator filed a petition in the probate court of this county to sell all of the real estate to pay debts. In his petition in the probate court he averred that his wife died leaving “him her widower and sole heir at láw having the next estate of inheritance; ’ ’ but further averring that William Le Roy Simpson, whom he made a party defendant in this action, claimed to have some interest in the premises adverse to the interest of plaintiff, and asking that he be required to set it up by answer, that the validity of his claim might be .determined by the court.

William Le Roy Simpson filed an answer in which he averred that he had been duty adopted by Elizabeth Simpson in the state of Iowa under the laws of that state, pleading the law of that state and the facts constituting his adoption. The probate court, upon hearing, found that it was necessary to sell the real estate to pay the debts of the decedent, and further found in the decree upon the petition and *505answer of plaintiff and defendant, William Le Roy Simpson, and the evidence adduced “That the allegations contained in the answer and cross petition of William->Le Roy Simpson are true, and that the said William Le Roy Simpson is the only heir at law and having- the next estate of inheritance from the said Elizabeth Simpson, deceased, in the premises described by plaintiff in his petition herein.”

The court further finds that said Elizabeth Simpson, deceased, on April 14, 1881, at “What Cheer, Keokuk county, Iowa, adopted the said William LeRoy Simpson as her child, and that he is the only heir at law of said Elizabeth Simpson, deceased, by reason of said adoption, and that he is entitled to the next estate of inheritance from the said Elizabeth Simpson, deceased, in the premises-described by plaintiff in his petition herein; subject to the dower right of said Thomas Simpson.”

The record shows that under this decree the entire premises were ordered appraised and sold. Afterwards, the plaintiff filed a. motion to set aside the order to enable him to file an answer to take his dower interest in money. This motion was granted and the order set aside. Thereupon the plaintiff filed an answer setting up “that he was the widower of said Elizabeth Simpson, deceased, and as such he was entitled to dower in the premises,” setting forth his age and waiving the assignment by metes and bounds, or in rents and profits; “and asks the court that said premises’ may be sold free from his dower estate therein; and that the value of such dower estate may be allowed and paid him in money out of the proceeds of sale.”

The court thereupon issued a new order directing the plaintiff to appraise,- advertise and sell the premises firstly described in plaintiff’s petition, free of the dower interest of plaintiff. The title to the parcel that was directed to be sold as aforesaid was in the name of Elizabeth Simpson alone: It was appraised and sold, the sale approved, the proceeds brought into court; the costs were first ordered to be naid out of the proceeds; next the dower interest of Thomas Simpson, $276.40, paid to him, and the balance of the proceeds plaintiff as administrator ordered to retain, to abide the further order of the court.

This is all of the record in the ease. What was done as to the other two pieces we are not informed. Three questions are made:

First. Was the adoption of the defendant valid under the laws of the state of Iowa?

Second. If it was, did he inherit the real estate in Ohio?

*506Third. If not, is the plaintiff estopped from claiming- the parcel involved in this action by reason of the proceedings in the probate court ?

As to the first question, it is sufficient to say that we have examined the law of the state of Iowa and the facts pertaining- to the adoption, and we are fully persuaded that the adoption was in all substantial and essential particulars correctly done. We would not hold that the adoption was void except it affirmatively appear that the adoption was in some essential particular irregiilarly made. Jossey v. Brown, 119 Ga. 758 [47 S. E. Rep. 350].

The next question is: Did such adoption in Iowa confer upon the defendant, William Le Roy Simpson, inheritable capacity as to land in this state? This question has never been decided authoritatively, so far as we know, in this state. In Pennsylvania, in the case of Smith v. Derr, 34 Pa. St. 126 [75 Am. Dec. 641], it was practically decided in the negative.

In this case it was held:

“A child born out of lawful wedlock, and legitimated by the law of another state, is not thereby rendered capable of inheriting land in Pennsylvania.
“The fact that inheritable capacity is granted by the law of another. state, cannot change our law of descent.
“It is the fact of birth in wedlock that gives inheritable capacity here, and not any legislative or judicial legitimation. ’ ’

It is true that the question that arose in that case was not the direct one in this case. In that case the party claiming inheritable capacity was born out of lawful wedlock but was duly legitimated by the decree of the court of the state of Tennessee under the laws of that, state and on the petition of her father.

Mr. Chief Justice Lowrie, in the opinion, says:

“So far as our law is concerned,^legitimation by the subsequent marriage of the parents abroad by act of a foreign legislature, or by judicial decree abroad, are all fruitless. If they are allowed to constitute inheritable capacity here, then adoption might have the same effect. ” , -

By reference to this case, it will be seen that the opinion, which is very short, is founded entirely upon the case of Doe v. Vardill, 7 Cl. & Fin. 895-898; 5 B. & C. 438. This case of Doe v. Vardill, which is critically considered in Ross v. Ross, 129 Mass. 243 [37 Am. Rep. 321], was very vigorously contested, being, before the house of lords *507several times, and although it was finally determined that a person born in Scotland and there legitimatized by reason of the subsequent marriage of his parents in Scotland, they having had their domicile there at the time of the birth, could not inherit land in England. That decision, however, was made, as shown by the opinions of Justice Little-dale, Chief Justice Tindal and of Lord Brougham and Lord Cottenham, upon the statute of Merton and upon the settled policy of England, that no one had inheritable capacity born out o.f lawful wedlock, whether within or without its jurisdiction. It was unhesitatingly admitted that the lawr of the domicile at the time settled domestic relations: but when it came to the question of inheriting property, that was special in its nature and the law of-England must control.

Mr. Justice Littledale said:

“One general rule applicable to every course of descent is, that the heir must be born in lawful matrimony. That was settled by the statute of Merton, and Ave cannot allow the comity of nations to prevail against it. The very rule that a personal status accompanies a man everywhere, is admitted to have this qualification, that it does not militate against the law of the country where the consequences of that statup are sought To be enforced. Here it would militate against our statute law to give effect to that status of legitimacy acquired by the lessor of plaintiff in Scotland. He cannot therefore be received as legitimate heir to land in, England.” 5 B. & C. 455.

Chief Justice Tindal, in delivering the opinion of the judges after the second trial, said:

“The grounds and foundation upon which our opinion rests are briefly these:
‘ ‘ That we hold it to be a rule or maxim of the law in England, with respect to the descent of land in England from father to son, that the son must be bora after actual marriage between his father and mother; that this is a rule juris positivi, as are all of the laws which regulate succession to real property, this particular rule having been formed for the direct purpose of excluding, in the descent of land in England, the application of the rule of the civil and canon law, by which the subsequent marriage between the father and mother was held to make the son born before marriage legitimate; and that this rule of descent, being a rule of positive law .annexed to the land itself, cannot be allowed to be broken in upon or disturbed by the law of the country where the claimant was born, and which may be allowed to govern his *508personal status as to legitimacy, upon tbe supposed ground of the comity of nations.” 7 Cl. & Fin. 925.

The chief justice then proceeds to make an elaborate statement of the statute of Merton and the circumstances under which it was passed, showing the settled policy of England as to the law of descent.

It was upon this ground that Lord Brougham, though not wholly convinced as he stated to the house of lords, waived his objections to the judgment for the defendant; as did also Lord Cottenham, 7 Cl. & Fin. 939, etc., and 957.

In the case of Don’s Estate, 4 Drewry 194, Vice Chancellor Kindersley declared that the general principle was, that “the legitimacy or illegitimacy of any individual is to be determined by the law of that country which is the country of his origin; if he is legitimate in his own country, then all other countries, at least all Christian countries, recognize him as legitimate everywhere;” and that the ground of the decision in Doe v. Vardill was, that, admitting the personal status of legitimacy, the law of England attached to land certain rules of inheritance which could not be departed from. “Therefore, assuming that a son born in Scotland before marriage of his parents domiciled there, and there legitimate in consequence of their subsequent marriage was legitimate all over the world, at any rate in England; yet as he could not inherit land in England from his father or from any other person, so no other person could succeed to him by inheritance except his own issue.”

In Shaw v. Gould, L. R. 3 H. L. 55, 70, Lord Cronworth said of Doe v. Vardill, supra:

“The opinions of the judges in that case, and of the noble lords who spoke in the house, left untouched the question of legitimacy, except so far as it was connected with succession to real estate. I think they inclined to the opinion that for purposes other than succession to real estate, for purposes unaffected by the statute of Merton, the law of the domicile would decide the question of status. No such decision was come to, for no question arose except in relation to heirship to real estate. But the opinions given in the case seem to me- to show a strong bias toward the doctrine that the question of status must, for all purposes unaffected by the feudal law, as adopted and acted on in this country, be decided by.the law of the domicile.”

In the case of Ross v. Ross, supra, Mr. Chief Justice Gray, in the opinion, says:

*509“The most accomplished commentators on the subject, English and American, are agreed that the decision in Doe v. Vardill, which has had so great an influence with English judges, does not rest upon general principles of jurisprudence, but upon historical, political and constitutional reasons peculiar to England.” Westlake’s Private International Law Secs. 90-93; 4 Kent’s Com. 413, note d, etc. “Upon questions of comity of states, considerations derived from the feudal law, from an act of parliament of the time of Henry III, and from the constitution and policy of the English government, have no weight in Massachusetts at the present day.”

So in this state. Our legislature as early as 1805 passed the act which is now Rev. Stat. 4175 (Lan. 6872), which has remained ever since in substantially the same terms. Then it was enacted in the act “regulating the course'of descent and distribution of personal property;” now it is found in the chapter upon descent and distribution generally.

In Morris v. Williams, 39 Ohio St. 554, it was held:

“The issue of a slave marriage, though their parents die before the emancipation proclamation, are, under the statutes of this state, lawful heirs of their father as to lands situated in this state.”

Mr. Judge Okey in delivering the opinion of the court, after referring to this statute, says, page 557:

“We need not determine as to the precise effect of the Yirginia marriage. If we assume it even to have been void, the ease, is controlled by the provision quoted. If it was voidable, the case is still controlled by the statute, if, indeed, any such provision as to a voidable marriage was necessary. And clearly, it is immaterial whether the marriage, ‘null in law,’ took place in this state or elsewhere.”

It is difficult to see' why the decision in this case, which refers to the latter clause of Rev. Stat. 4175 (Lan. 6872), and which is conclusive of the question as to the general effect of that clause, should not have equal force to the former clause.

We are therefore of opinion that the case of Smith v. Derr, supra, based as it is entirely upon Doe v. Vardill, supra, and upon which plaintiffs in this case place so much stress in their argument, and upon which they almost exclusively rely, has no force and effect in our law whatever.

It having been determined that there is nothing in the policy and •law of our state which restricts inheritable capacity to children born in lawful wedlock, the question is, Can a child duly adopted in a *510foreign state inherit from its ancestor real estate situate in this state? The general principle is, that the status or condition of a person, the relation in which he stands to another person, and by which he is qualified and made capable to take certain rights in that other’s property is fixed by the law of the domicile; and this status and capacity are to be recognized in every state, so far as they are not inconsistent with its own laws and policy.

See authorities cited in Ross v. Ross, supra, 246, 247:

“If a marriage (in the proper sense of the term * * * ) is celebrated in one state, according to the form prescribed by its laws,' between persons domiciled there and competent to intermarry, it is universally admitted that the woman must'be recognized everywhere as the lawful wife of the man and entitled as such, upon his death, to such dower in his lands as the law of the state in which they are situated allows to a widow; although it is this law and not the law of the domicile which fixes the proportion that she shall take.” Same authorities.

As to foreign divorces, it is settled in most of the states “that a decree of divorce rendered in another state, in which the legal domicile of the parties is at the time, and according to its laws, * * * is valid here, and conclusive in a suit concérning the husband’s interest or the wife’s dower” in the real estate where it is situated.

Such is the law of this state. McGill v. Deming, 44 Ohio St. 645-656 [11 N. E. Rep. 118].

We have also seen in the discussion of the case of Doe v. Vardill, supra, that the principle was recognized in that case, that a child’s status is fixed by the law of the domicile of the parent, and if the child is legitimate under the law of the domicile he is legitimate everywhere and may have inheritable capacity in all states except those the 'laws and policy of which preclude such capacity.

What, then, is the policy of our own state? Could it be more signally set forth than by Rev. Stat. 3137 (Lan. 4837) and Rev. Stat. 3140 (Lan. 4845) providing for the adoption of children, which gives to such adopted children, even as to capacity to inherit, substantially the same rights as are possessed by children born in lawful wedlock? Can it be said that our statutes of descent and distribution when they speak of children do not mean children by adoption, wherever adopted? Does the comity between the states and the laws of the different states mean nothing? We have said, if not in terms, by fair inference (Morris v. Williams, supra), that by the subsequent marriage of the parents, *511children illegitimate become legitimate wherever the marriage takes place. • ■

Can yon say to other states: “Yon should recognize children adopted in our state as children for all purposes (Rev. Stat. 3140 [Lan. 4845]) including inheritable capacity, and deny the same rights to children adopted in such other states?” Certainly not. And this holding finds favor in nearly all, if not all, of .the reported decisions to which attention has been directed by counsel or that we have been able to find.

In the case of Ross v. Ross, supra, to which we have referred so frequently, the syllabus is:

“The status of any person, with the inherent capacity of succession or inheritance, is to be ascertained by the law of the domicile which creates the status, at least when the status is one which may exist under the laws of the state in which it is called in question, and when there is nothing in those laws to prevent giving full effect to the status and capacity acquired in the state of the domicile.
“A child adopted with the consent of its father and the sanction of a judicial decree, in another state, where the parties -are domiciled at the time, under a statute by. which a child so adopted has the same rights of inheritance as legitimate offspring, in the estate of the adopting father, is entitled, after the adopting father and the adopted child have removed their domicile into this coínmoñwealth, to inherit here the real estate of such father as against his collateral heirs: although his wife has given no formal consent to the adoption; as is required under the statutes of adoption of this commonwealth.”

The last question is: What effect shall be given to the proceeding to sell the real estate in controversy in the probate court? The conclusion to which we have arrived makes it unnecessary to decide that question, but as counsel has made it we have concluded to do so.

The plaintiff was the administrator of his deceased wife’s estate. He filed his petition, as such administrator, to sell the three pieces of land. He made the defendant a party setting forth, he claimed, some interest in the real estate sought to be sold, and required him to answer. He did answer, and set up the same claim as he has done in this court, that, as the adopted child of the deceased, he was entitled to all the real estate subject to the dowei interest of the plaintiff. The probate court decided precisely as this court has decided, that the adoption was valid and that defendant inherited the property.

*512The issue was clear and distinct and fully litigated. Why, then, is not the decision of the probate court res adjudicata ? Counsel have informed us of no reason, and we cannot conceive of any except it be, that the parcel of land now in controversy was not sold; but the finding and decree of the court was made as to all three pieces.

Furthermore, so far as wp are informed by the record, the proceeding- in the probate court is still pending. No final disposition has been made of the case. Indeed the plaintiff has waived that proceeding a'nd brought this action; but he cannot waive any question that was properly decided in 'that proceeding but is bound by it, and we think the decision of the probate court goes to all the land that was sought to be sold, and the plaintiff is estopped from again litigating it. That the probate court had jurisdiction to hear and determine ■ the questions there made, there can be no doubt. Doan v. Biteley, 49 Ohio St. 588 [32 N. E. Rep. 600].

The decree of the court is, that the defendant, William Le Roy Simpson, is entitled to the real estate sought to be partitioned, subject to the dower interest of Thomas Simpson.