(WW .45 f‘ {If . 9 {4 Fin 1 0.787. is £13233? iii ABSTRACT MARRIAGE AND ADOPTION IN CHINESE SOCIETY WITH SPECIAL REFERENCE TO CUSTOMARY LAW By James Pierce McGough Anthropological field research into the customary laws of family and household organization in rural Taiwan brought to light a runnber of "irregular" forms of marriage and adoption--forms not easily categorized by traditional descriptions of Chinese society. Uxorilocal marriage, in which the newly married couple moves to live with the woman's family instead of the man's family is an example, as is the institution sometimes referred to as the "adopted daughter- in-law," in which a young girl is taken into a family and is raised to marry one of the sons of the family. My attempt to account for these and other, related forms led in two main directions. One was descriptive: I collected data from field research and historical and archival sources referring to these customary forms as they existed in Taiwan and in other parts of China as well, in order to gauge the range of variation in forms of marriage and adOption in traditional Chinese society generally and to determine whether Taiwanese society deviated from the pan-Chinese norm. James Pierce McGough The second direction of investigation was theoretical: Because serious problems arose in formulating definitions of "mar- riage" and "adoption'I that were applicable cross-culturally, I attempted an approach which did not assume these categories as a basis for analysis. I found that there was great variety of forms of both mar- riage and adoption in traditional Chinese society, that this variety seems to have existed in all geographical regions, not peculiarly in Taiwan, and that it seems to have been inversely related to socio- economic class. "Irregular" forms were more likely to be found among urban and rural poor than among the elite. This has led to a cer- tain bias in many accounts of traditional Chinese family and kinship organization: an emphasis on elite norms at the expense of the more varied reality in lower classes. My theoretical conclusion is that it is a mistake to choose "marriage" and "adaption" as units of study, at least for the Chinese case. I found it much more productive to focus instead upon the household as a social, legal, and economic unit, and then to view marriage and adoption as more or less vaguely defined areas on a spectrum of social forms, all of which could be utilized to recruit persons for the household or to establish connections with other households. When this approach is taken, it becomes evident that a large number of these recruitment forms can be treated as variations on a basic structure and, further, that the particular variations can be accounted for by reference to demographic, economic, and socio-political factors. MARRIAGE AND ADOPTION IN CHINESE SOCIETY WITH SPECIAL REFERENCE TO CUSTOMARY LAW By James Pierce McGough A DISSERTATION Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Anthropology 1976 “wins”... :3... .._ _ ©Copyright by JAMES PIERCE MCGOUGH 1976 TABLE OF CONTENTS INTRODUCTION ......................... 1 Chapter I. THE DEFINITION OF MARRIAGE IN ANTHROPOLOGICAL THEORY . 1 II. GENERAL CHARACTERISTICS OF MARRIAGE AND FAMILY IN TRADITIONAL CHINESE SOCIETY . ._ ........... 15 The Chinese Marriage Ceremony ............ l5 The Role of Marriage in Chinese Society ....... l7 Social and Legal Aspects of Marriage ........ 20 Conventional Analyses of the Traditional Family System ...................... 24 Rights and Duties Within the Domestic Unit ..... 35 III. IRREGULAR MARRIAGE FORMS ............... 52 Uxorilocal Marriage ................. 52 Polyandry ...................... 84 Analytic Model for Uxorilocal and Polyandrous Marriages ..................... 89 Double Generation Marriage ............. 94 The Levirate, Sorarate, and Cousin Marriage ..... -97 Consensual Unions .................. 107 Spirit Marriage ................... 112 Purchase and Pawn Marriage ............. 120 Homosexual Unions .................. l35 IV. FORMS OF ADOPTION ................... l62 Kuo-fang Adoption in Chinese Society ........ 165 The Adopted Daughter-in-Law" ............ l72 Adoption in Taiwan ................. 186 The "Adopted Daughter-in-Law" in Taiwan ....... l93 V. MARRIAGE AND ADOPTION IN A TAIWANESE VILLAGE ..... 204 A Brief Description of T'ien-sung-p'i ........ 204 Irregular Forms of Marriage and Adaption ...... 218 ii Chapter Page Case Studies .................... 222 Case I: Phoa* ................... 224 Case II: P'an ................... 227 I Case III: M. Nu; T. Go .............. 232 Case IV: M. Yeh, T. Iap .............. 238 Case V: M. Ch'iu, T. Khu ............. 241 Case VI: M. Liao, T. Liau ............. 244 Case VII: Ch‘iu, T. Khu .............. 253 VI. ANALYSIS AND CONCLUSIONS ............... 266 APPENDICES .......................... 313 A. SELECTED CONTRACTS .................. 314 B. CASE STUDIES ..................... 351 C. GLOSSARY ....................... 371 BIBLIOGRAPHY . . . . . . . .................. 389 iii INTRODUCTION I conducted anthrOpological field research into customary law in T'ien-sung-p'i Village, I-lan Country, Taiwan, from August l970 to August 1972. One of the interesting things to emerge from this research was the variety and prevalence of "irregular" forms of marriage, especially uxorilocal marriage, in which residence after the wedding is with the wife's family, and simpua_("little daughter-in-law"), or adopted daughter-in-law marriage, in which a female child is ad0pted into the family and raised to marry one of the sons. This dissertation utilizes material from field research and 'a variety of other sources to examine the nature and role of these and other "irregular" forms of marriage and ad0ption in Chinese society. My research began with the contemporary Chinese society of ruralTaiwan. Some have suggested that such irregular marriage pat- terns were and are particularly Taiwanese and were due in part to Taiwan's history, particularly its fifty years under Japanese rule. However, investigations into data about actual, rather than ideal, marriage patterns throughout traditional China showed impressive historical depth and geographical spread for such irregular forms. The description and comparison of irregular marriage forms which I include have benefited much from a compilation of customary laws made early in this century, Min Shang Shih Hsi-kuan Tiao-ch'a Pao-kao Lu (abbreviated in the text MSS). The data from Taiwan and from mainland China led me to con- clude that for the purposes of my analysis it was best to abandon "marriage" and "adoption" as significant and relevant categories and to focus instead on a spectrum of social forms that blended into one another along a number of dimensions which emerged in the course of the research. Uxorilocal marriage blended into regular marriage, regular marriage blended into simpug_marriage, gimpua_marriage blended into adoption, and so on. The problem was to determine whether there was some basic pattern common to all these social transactional forms and to try to identify the demographic, economic, political, and technological cir- cumstances in which particular forms might be found. It proved easiest and most productive to treat family or household units as corporate interest groups, and to focus the analysis on patterns of group recruitment, particularly in the context of the concept of "self-exploitation" developed in A. V. Chayanov's theory of peasant economy. I would like to thank the Midwest Universities Consortium for International Activities and the Center of Asian Studies, Michi- gan State University, for financial support of this study. The Institute of Ethnology, Academia Sinica, Taiwan, kindly accorded me Visiting Researcher status for 197l-l972, and I would particularly like to thank its Director, Li Yih-yuan, for his aid. Mr. Wang Ji-ming's skillful help made the completion of the research possible, and the unflagging hospitality of our village friends and neighbors made it productive and enjoyable. Dr. Bernard Gallin, Dr. Robert McKinley, Dr. Kenneth David, and Dr. Charles Morrison, all of the Department of Anthropology, Michigan State University, made careful and valuable comments on the draft of the dissertation, for which I thank them. Mr. Tien Tsung-yao, of Michigan State University, and Mr. Alfred Pan, of the University of Hong Kong, both helped in the translation of difficult texts, and Mr. Austin Shu, of the Michigan State University Library, was very helpful in settling some biblio- graphic questions. Mr. Tien also helped in checking some of my translations. My heartfelt thanks to David and Marymae Klein for their careful and instructive editorial help, and to my patient and hard- working typist, Susan Cooley. Finally, I thank my wife, Helen, for her crucial intellec- tual and emotional aid and support throughout all phases of work on this dissertation. The following abbreviations are used in the text to identify languages or dialects used: M. (Mandarin or kggzyfl), T. (Taiwanese), C. (Cantonese),.J.(Japanese). The romanization of Taiwanese words fbllows Douglas (1873) and Barclay (1923), except that an asterisk is used instead of a superscript "n" to indicate nasalization. CHAPTER I THE DEFINITION OF MARRIAGE IN ANTHROPOLOGICAL THEORY In attempting to deal with the overlapping categories of marriage and adoption in rural Taiwanese society and Chinese society generally, a natural response is to hold that if it is hard, and in some cases impossible, to distinguish between the two, then in some sense they are the same thing. From this point of view it is impor- tant to look at definitions of marriage, to see if there are strong reasons to reject this argument. Although I am not concerned here with cultural universals as such, it is in this context that a number of general definitions of marriage have been put forward. Although Edmund Leach says that “marriage is a 'bundle of rights'; hence all universal definitions of marriage are vain“ (1961: 105), Hard Goodenough disagrees, and goes on to offer one. I would myself define marriage, then, as a transaction and resulting contract in which a person (male, female, cor- porate or individual, in person or by proxy) establishes a continuing claim to the right of sexual access to a woman-- this right having priority over rights of sexual access others currently have or may subsequently acquire in relation to her (except in a similar transaction) until the contract resulting from the transaction is terminated--and in which the woman involved is eligible to bear children (l970: 12-13). Goodenough's formulation and the arguments behind it are interesting for other reasons than just arriving at a universal 4 definition of marriage. In attempting to arrive at universals, he is forced to return to basics in his characterization, to the essen- tials, independent of particular cultural forms. The result is that the definition of marriage is broadened to include institutionalized unions that are not usually thought of when "marriage" is discussed, but are known from the ethnographic record: marriages in which a woman may marry another woman, "ghost marriages," and so on (Goodenough 1970: 13). Both of these latter irregular forms of marriage were found in Chinese society ("ghost marriage" is still prevalent in some areas, but I know of no evidence that woman-woman marriage is still practiced), so we are on the right track. Such a definition does not deal with T. simpua, or "little daughter-in-law," marriage, however. In this form of marriage, which was widespread in Chinese society, a young girl was adopted into a family and raised until puberty, when she was married to a son of the famiTy.(Thisinstitution will be described in greater detail later.) There are good arguments for considering her to have become married when the adoption took place. Her status with respect to I such things as mourning grades, surname use, kinship terminology, and aspects of customary law all seem to indicate this. Yet obviously no right to sexual access, or eligibility to bear children, was immediately created. Goodenough's arguments for the inclusion of these last two clauses are that In all human societies, it is necessary to have some means of determining when a woman is eligible for sexual relations and when she is eligible to bear children. The timing of these eligibilities does not always coincide. In all societies, there is a need to know when a man is eligible to engage in sexual relations, too, and, if relevant, when he is eligible to beget children. And in all societies, there is a need to deter- mine who has sexual privileges with whom and on what occasions. Everywhere, finally, criteria of some kind are needed by which to determine where a child belongs, in what groups he has membership rights, and what adults are responsible for his maintenance, socialization, education, and for protecting his interests and enforcing his rights (l970: 8). It is further argued that in different societies these requirements are met by various kinds and numbers of transactions, and that to achieve a generally applicable definition of marriage it is necessary to find a universal concern that relates in some way to sexual reproduction and that requires a transaction between a man and a woman. "Sexual access is the only human concern I can find that meets this requirement" (Goodenough 1970: ll). This is an outcome, he says, of several human characteris- tics. One is the tendency to form more or less continuous, affect- laden relationships, sexual and otherwise. A second is the "uni- versal tendency" for males to be combative and competitive when it comes to sexual access to females. Finally "for a variety of reasons that are yet unclear," men and women who grow up together as siblings "tend not to establish sexual liaisons with one another" (1970: 11). This is the so-called "Hestermarck hypothesis." A consequence of these universal human tendencies is that men and women develOp continuing social relationships with two categories of persons: those with whom they are intimately associated in childhood as members of the same domestic unit, and those with whom they establish sexual liaisons as young adults. There is little overlap of these categories. . . . Because rights and obligations other than those pertaining to sexual access can be vested in the sibling relationship, a definition of marriage that includes other than considerations of sex and reproduction cannot be applied universally--as long, that is, as we assume that marriage involves a transac- tion that links two persons in a manner they were not linked before (1970: 12). Arthur Wolf has written three articles attempting to show that §jm933_marriage in Chinese society is a source of evidence which supports the "Nestermarck hypothesis" mentioned above, that men and women who grow up as siblings tend not to establish sexual liaisons with one another (Wolf 1966, 1968, 1970; Goodenough explicitly refers to the first of these articles). I do not agree with Wolf's arguments, however. Wolf argues that such marriages are disliked by those for whom they are arranged, and are less successful than are other mar- riages. He measures success by such things as divorce rate, number of visits to prostitutes by the male partners, and numbers of chil- dren. Although some of these may be particularly culture-bound definitions of success in marriage, even if it is true that such marriages are comparatively unsuccessful, it has not been demon- strated to my satisfaction that this has anything to do with the fact of partners having been raised together, in and of itself. Informants in T'ien-sung-p'i who had themselves been involved in or with such unions tended to blame any distaste felt on the part of the male (the female was not regarded as in any position to complain) on the fact that the intended wife occupied the lowest position in the family social structure. From the time they were little she was the one who did all of the dirty, distasteful jobs. She was a drudge, and was not dressed as well as the others in the family. As a female she was inferior to the males in the household; as adopted she was inferior to the daughters of the family. Since her ties with her natal family had been cut, she could not appeal to them (or threaten to appeal to them) to bolster her own position in the ad0ptive family and her position was inferior to that of a woman who had been married in the regular way. The latter could always return to her natal family if she got fed up, and the affinal family had a greater or lesser investment in her in the form of the brideprice. Neither of these was true for the simpua, It is not surprising that the simpug_was sometimes indis- tinguishable from the adopted daughter, or from the T. cha-bo-kan, or female slave/servant. The picture was not so dark in every instance, of course, but it was a general tendency to regard her as occupying a distinctly inferior position. Hence, for instance, it seems that adopted daughters tended more often to become prostitutes than did others (until fairly recently, when adoption itself began to decline in popularity). For these reasons I think that the institution of gimpgg_ adoption and marriage is not evidence for a postulated "universal tendency" for those raised together not to form sexual liaisions with each other. Certainly if there is such a tendency it seems not to come from being raised together, but rather from certain socio- logical characteristics of the situation, and it is by no means a. strong tendency. I have not done a careful count of such marriages in the village of T'ien-sung-p'i to compare with other types of marriage, but my intuitive feel is that they are no less "success- ful" (in terms of divorce rate or number of children) than other marriages. I do not think that "number of visits to a prostitute" in an adequate measure of "success" in this case, since in Taiwanese society frequenting prostitutes may be as much a manifestation of conspicuous consumption as of marital distress. This means that Goodenough's reliance on sexual access as a cornerstone of his definition of marriage is not warranted generally, and certainly should not be used in this particular case. Edmund Leach has made essentially the same point: The institutions commonly classed as marriage are concerned with the allocation of a number of distinguishable classes of rights. I 63 'I'l morn-n) I. J. In particular a marriage may serve: To establish the legal father of a woman's children. To establish the legal mother of a man's children. To give the husband a monopoly in the wife's sexuality. To give the wife a monopoly in the husband's sexuality. To give the husband partial or monopolistic rights to the wife's domestic and other labour services. To give the wife partial or mon0polistic rights to the husband's labour services. To give the husband partial or total rights over property belonging or potentially accruing to the wife. To give the wife partial or total rights over property belonging (n: potentially accruing to the husband. To establish a joint fund of pr0perty--a partnership-- for the benefit of the children of the marriage. To establish a socially significant "relationship of affinity" between the husband and his wife's brothers. One might perhaps considerably extend this list, but the point that I would make is that in no single society can mar- riage serve to establish all these types of right simultan- eously; nor is there any one of these rights which is invari- ably established by marriage in every known society. We need to recognize then that the institutions commonly described as marriage do not all have the same legal and social concomitants (Leach 1961: lO8-lO9). Leach adds, with respect to item "C" above, that "I use the term 'monOpoly' advisedly. I consider this right C is to be regarded as a monopoly control over the disposal of the wife's sexuality 10 rather than an exclusive right to the use thereof" (Leach l96l: 107). If marriage never serves simultaneously to create all the above rights, and no one of them always serves to define marriage itself, then it seems clear that we must look at these and similar rights together in any particular society, to see just which of them are involved in particular cases. It should come as no surprise that we may find more than one kind of "marriage" in a particular society. If there is no single right which can serve to define marriage as against all other social institutions, then we can expect a more fluid situation,in which various institutions may take on various combinations of Leach's rights listed above. Ad0ption, in Chinese society, does establish a good number of those rights. It might be argued that this serves to show that the list of rights, the characterization of marriage, is inadequate, then, because it cannot serve to distinguish such clearly different things as adoption and marriage. As we have seen, though, and as I will show in greater detail later, we are in this way getting closer to the empirical situation, in which it j§_often hard to distinguish the two. Rodney Needham argues that the marriage institution . . . is defined in any particular instance by what we divisively call the "other institutions" of the society. It is not only jural institutions, either, that we have to take into account, but moral and mystical ideas as well, and these in an unpredictable and uncontrollable variety. The compari- son of marriage in different societies needs therefore to be contextual, and ultimately ''total" in a Maussian sense, if we are to be sure that we understand what we are trying to com- pare (1971: 6). ll P. G. Riviere carries this argument even further, leaving jural institutions far behind. In an argument in which he seems to confuse "functions" (in the sense of mathematical functions or interrelations between social and/or cultural variables) with "func- tionalism" [the explanation of the existence and functioning of social and/or cultural phenomena in terms of their contribution to the maintenance of some presumed system], he says that "functions" are part of the conscious model; rationalizations of an underlying structure. . . . marriage must be studied as one of the possible relationships between men and women, and . . . this relation- ship is only meaningful in comparison with other relationships in the same structure. . . . Marriage is . . . one of the socially approved and recognized relationships between the conceptual roles of male and female. This relationship will reflect an aspect of the particular society's conventional ideas about the two categories and it will be possible to define it by opposing it to other possible male/female relationships which exist in society. . . . In taking marriage as a category of study we have concentrated on a part-relationship rather than a whole one. What I am trying to do is to get marriage viewed as part of the total male/female relationship (Riviere 1971: 66). I am generally in agreement with Riviere's proposed approach, and I have found many of his arguments interesting and his sugges- tions useful. What I have found less persuasive, and less useful in actual analysis, is his emphasis on marriage as "an aspect of the particular society's conventional ideas" about the conceptual roles of male and female and their relationships (emphasis supplied), to the seeming exclusion of economic, legal, and broadly sociologi- cal perspectives. Abner Cohen, writing of the writers whom he calls "thought structuralists," says that 12 It is when they lose direct reference to social interac- tion that they become one-sided and stray from the main stream of social anthropology. Most of them are fully aware of this danger and almost invariably begin their different disserta- tions with a declaration of faith in "social structuralism" and a promise to bring their analysis of thought structure to bear upon the dynamic intricacies of social organization. But, as the exposition proceeds, the promised analysis is put off until the end, when it becomes largely inconsequential. This is in no way an indication of analytical weakness, but is rather a matter of orientation and interest. The prob- lems that this approach poses are not sociological problems, but principally deal with the relations between symbolic cate- gories. . . . These are of course very important problems for social anthropology, but only if they are systematically analysed within the context of power relationships (Two Dimensional Man 1974: 44-45). Elsewhere, Cohen says of these "power relationships" that they consist of two of the four broad institutional spheres (the economic and the political) into which most anthropologists (implicitly or explicitly) have divided social structure. The other two spheres, kinship and religion, he categorizes as having the common denominator of symbolism (1974: 22). Cohen is interested in develOping an integrated anthropologi- cal study of "modern" industrial society which will focus on the dialectical relationship between power relationships and symbolic relationships. Furthermore, he argues that what will be of basic interest in such a study will be relationships between individuals and groups, interest groups of all sizes and sorts, groups which may be organized formally, along Weberian lines, or informally, "making use of the kinship, friendship, ritual, ceremonial and other forms of symbolic patterns and activities that are implicit in what is known as 'style of life'" (1974: 68). Furthermore, "the study of the structure of the informally organized interest group 13 is a key to the development of an anthropology of complex society" (1974: 124). I have found it very productive to approach the family (which must, after all, be an important factor in any discussion of marriage and adoption) as one of a number of "interest groups, protecting or developing power for their members through informal organisational mechanisms" (Cohen 1974: 120). The family is and was a particular kind of interest group in an on-going, ever-changing politico-economic field. In the Chinese case, certainly for any time period of interest to us, this politico-economic field does and did include the existence of a formally organized state polity. This is a very important factor because "the develOpment of interest groups, and the nature of the relationships between them and the state, depends to some extent on the structure of the state. . . . The anthropologist must deliberatelyformulate his problems in such a way as to make reference to the state a neces- sary part of his analysis" (Cohen 1974: 128-29). The analysis of marriage and ad0ption, and related social transactions, must be carried out in such a way that eXplicit reference is made to the state and to the general politico-economic setting. Marriage, no less than adoption, was traditionally a transaction between interest groups, between families, and not just individuals. Thus it is necessary to focus on power variables: on the legal and economic characteristics of such transactions. "Failure to take proper account of the transactional nature of social relationships--especial1y in their jural aspects, where 14 rights and duties are involved--may well have contributed to anthropology's conceptual problems in defining marriage, family, and kinship" (Goodenough 1970: 22). CHAPTER II GENERAL CHARACTERISTICS OF MARRIAGE AND FAMILY IN TRADITIONAL CHINESE SOCIETY The Chinese Marriage Ceremony Marriage, in the classical Chinese formulation, had six stages, the so-called M. 112:113 These were "asking the name" (M. wen ming), "betrothal" (M. ting-hun), "exchange of goods" (M. na ts'ai), "exchange of wealth" (M. ng_pj), "setting the date" (M. ch'ingrch'i), and "welcoming the bride" (M. ch'in ying). These were not always followed, but furnished a general pattern, a guide- line, for the wedding ceremony. According to Kataoka Iwao, observance of the "six rites" was a class-related phenomenon during the Japanese era in Taiwan. This seems to have been true for the rest of China as well. The upper classes attempted to follow the traditional six rites, while the lower classes' marriage forms were, he says, very disorganized, including even marriage by sale and temporary marriage of one's own wife to another man (Kataoka 1921: 20). This is described in Chapter III under the term "pawn marriage." This corresponds roughly to the distinction made in Taiwan between "major" and "minor" marriage (T. toa chhoa and sio chhoa, res pectivel y). The former consists of "regular" marriages of the P’i'r‘ilocal type, in which an adult woman marries into, and moves 15 16 into, the husband's family. The second category, of minor marriages, includes various forms of uxorilocal marriage and adoption-marriage (Kataoka 1921: 20). In major marriage the stage of discussing the potential match includes the exchange of the horosc0pes of the two individ- uals. Inspection and comparison of the horoscopes, often done by a specialist, can offer an avenue for honorable withdrawal from the negotiations should there be the need for one. At the start of the negotiations it is usually the man's family that is approached by a go-between who has been engaged by the woman's family. "Asking the name" is sometimes also called "discussing the marriage" (M. j_hun). According to a traditional saying, there are five items of importance in the discussion of a potential marriage match. These were the reputation of the family, the matter of money, talent and ability, appearance, and health (Wu 1970: 125). In the next stage, "betrothal," there is an exchange of gifts, usually including sweet cakes (T. lg_piaf,"ritual cakes") and other articles, often symbolic of fertility and the birth of many sons. These are sent to the woman's family by the man's family, and then they are divided up and redistributed to the relatives as announcement of the impending marriage. The relatives who receive such cakes then send gifts that are intended to make up the dowry. The next stage is the further exchange of gifts, and includes the old stages or rites of exchange of goods and exchange of money. ‘4 procession accompanied by the go-between conveys further presents and the marriage contract (T. hun-su) from the man's house to the 17 woman's. The presents again include cakes and other symbolic gifts, but this time betrothal money as well. Some of the gifts are kept, but some are used to make up return gifts, sent back to the man's family. Often, also, a portion of these goods is kept back by the woman's family and later used to inflate the dowry, so as to be in a better position when negotiating the betrothal gifts they are to receive from the man's family. Sometimes, because of the trouble and expense involved in this exchange of gifts, they are all con- verted into cash. This is sometimes called T. ta*-poa* ("convert to cash"), and it is said that if the two sides do not have close contacts, live far apart, or if they are quite different in socio- economic status, then in this way though one side loses face, both profit (Wu 1970: 128). "Asking the date," selecting an auspicious date and time for the welcoming of the bride, is colloquially called T. sang jit-thau-a ("sending the horoscope"). The groom's family sends, through the go-between, a paper (jjt-thau-a) on which is written the time for the agreement of the bride's family. When the time arrives, the groom or the go-between (customs differ) goes to the bride's home and accompanies her back to the groom's home. The Role of Marriage_in Chinese Society As Arthur Wolf puts it, "three things happen in a marriage of the patrilocal type [that is, virilocal type]. The bride leaves her natal home and relinquishes membership in her family of orien- tat:ion; she steps over the threshold of the groom's home and becomes a~'lnember of his household; and she is presented to the groom's 18 ancestors and thereby acquires the status of wife" (Wolf 1966: 883). This last is colloquially called T. chhut-thia* ("to come out to the hall"), and refers to the emergence of the bride from her chamber on the third day after marriage to worship the gods and ancestral tablets, and to be introduced to her husband's relations. Inviting her to come out was supposed to be done by a little girl, and was called T. chhia* chhut-tia* ("invitation to come out to the hall"). The bride paid homage as well to the parents-in-law, and then afterwards repaired to the kitchen to cook a chicken and begin her service to the family. Marriage, or marriage-like social transactions, was of course /"'"' * L. /——J __fi_____,,_ _ .ra—‘wv -7~. _._._._ Mgr-*— of great importancefljn_tr§gitiopal Chinese society. Major marriage ,_—~L_,/’* 2-“. was at the center of the development of one's status with respect to family and kinship. It was, of course, more a matter of concern for the family than the individual. This was in part because of the religious connotation that marriage carried. It was incumbent upon the younger generation to provide offspring to continue the sacrifices to the ancestors. These offspring had to be males, not females, as only the former were thought to be capable of offering effective sacrifices. This latter distinction is important because it is related to the fact that (as I argue) all social transactions and relation- ships in Chinese society were traditionally, and still are to a large degree, between parties of unequal standing. One of the basic and most important sources of this inequality is the social distinction of sex roles. Women, of course, played an absolutely 19 indispensable role in the social system, but it was a role which was distinctly different from that of the males, and distinctly inferior. The rights and duties of the children in a family dif- fered sharply depending on sex, and the rights and duties of husband and wife were likewise differentiated. The major marriage system, the officially approved one, was in theory monogamous, but was in fact often polygynous. That is, even under the Ch'ing code it was a crime to have more than one principal wife (M. ch'i or chenggch'i), but secondary wives, or concubines (M. ghljgh) were permitted. Ostensibly these were taken only when the principal wife proved barren, but this rule was not much followed, and in practice a man could take as many concubines as he wanted or could afford. The concubine had a definite and legally protected position in the household and family, but one which was distinctly inferior to that of the principal wife. Her children by her "husband" were not considered illegitimate, but their rights in the family estate were inferior to those of the children of the principal wife. If we approach marriage as a kind of social transaction, then we must pay attention to the kinds of rights, duties, and other items exchanged in the transaction. Robin Fox has pointed out that there is a "universal tendency" to male dominance over females and children (Fox 1967). This gives men an interest in the con- trol of the sexuality and reproductive powers of women and of the ' labor that both women and children can provide. 20 Proprietary rights in the sexuality and labor of a woman and her children may be vested in the husband and father or in the brother and maternal uncle. The allocation of these rights also relates to the distinction between the conjugal and con- sanguine forms of the family. But like other forms of property, they can be subject to inheritance, sale, gift, loan, rental-- whatever kinds of transactions and transfers of title a society's rules of property allow. . . . The widespread practice of vari- ous forms of adoption and fosterage indicate how common are transactions in the rights of parenthood (Goodenough 1970: 22). Major marriage, in Chinese society, was accomplished through a transaction between two corporate groups, families, which resulted in a contract (usually written) in which the man's family acquired a continuing claim to the right of control over the sexuality of the woman. Social and Legal Aspects of Marriage The effect of marriage in the traditional social and legal system was important in two main areas. These were the socio-legal status of the individual and property law. In socio-legal status, the most important aspect was the establishment of the husband-wife relationship (Cf. Wolf 1966: 883). This, of course, does not consist solely in the relationship between two individuals, but rather in the creation of a constellation of family and kinship relationships between the two families concerned. As far as the husband-wife relationship itself, the two were considered to form a single unit upon marriage, but this did not inply that there existed a relationship of equality between the two. The woman took her basic social position from that of the husband, and had no independent existence; she was clearly submissive in her reVlationship to her husband (Tai 1966: 233; Taiwan Min-Shih Hsi-Kuan 21 Tiao-ch'a Pao-Kao [hereafter IMSJ: 85). In law, the relationship between husband and wife was in many ways comparable to that between genealogically senior and junior. In terms of mourning duties, that of the wife to the husband was the heaviest degree, of coarse sack- cloth and three years (M. chan-ts'ui). That of the husband to the wife was one degree less, coarse hempen fabric for one year (M. tzu-ts'ui). The existence of this clearly unequal relationship did not mean, of course, that there were no mutual obligations; though a hierarchical relationship, it was not completely one-sided. Mutual obligations, followed and enforced in varying degress, were those of mutual support, cohabitation, and maintenance of sexual fidelity. Mutual support was not defined in the Ch'ing Code, but according to customary law, the husband was bound to support the wife and the concubine as well; if he was unable to do so, the wife then had a duty to support him (IMS: 850). As we will see later, there were at times and in certain places socially recognized forms of "simul- taneous" or "serial" polyandry that arose from this duty. The duty of cohabitation was emphasized in the code, and of course a runaway wife was subject to punishment (INS; 85). In customary law this duty of cohabitation was often applied to the husband as well, and the absence of the husband, or letters from him, constituted, after a certain number of years, grounds for divorce and permission to remarry. As for sexual fidelity, this of course was perhaps the area 0f greatest inequality between husband and wife. Under the 22 traditional law, extramarital relations were considered adultery, but (unsurprisingly) a wife's adultery was considered more serious than that of the husband. Moreover, while a husband could take a concubine, both in the formal and customary law, the wife had no right to form any kind of sexual relationship with any other man. We will see, however, that the husband, exercising his right to the monopoly over the wife's sexuality, could enter her into a poly- androus relationship with another man. This usually took place in situations in which the man could not support the family. The husband had the right to issue orders to the wife, and she had the duty of obeying, but this right was not without limit. The husband's ill treatment or punishment of the wife was not actionable in court, no matter how arbitrary or unreasonable it might have been, unless it went as far as serious injury or death. On the other hand, in the event of injury or death caused to the husband by the wife, the punishment usually meted out for such offenses was increased because the wife had additionally violated the socially and legally defined relationship between herself and the husband. This was also true when a junior or inferior assaulted a senior, or superior. The husband was forbidden by the Code to mortgage or sell lfis wife or concubine, but in fact this often happened, usually in cases of poverty (INS; 33; also see cases described below). By virtue of the marriage, the wife took on the husband's socio-legal position to a certain degree. That is, the husband's relatives, both consanguine and affinal, became the wife's relatives 23 as well. But while the wife's mourning grade with respect to her parents-in-law was the same as her husband's her duties with respect to his other ascendants were one degree lower than his (INS: 86). Although the wife in some respects took on the status of a member of the husband's kin group, she was in an ambiguous situation. She maintained her relations to her own kin group, and she maintained her own surname, putting the husband's surname before it. In other words,she was not entirely absorbed by the husband's kin group. On the other hand, her position in her natal family was not unaltered. Her mourning duties to her natal family members were all reduced by one degree, as were theirs to her (IMS: 86). In this context of the constellation of family and kinship relationships created between the two families by marriage, the subordinate position of the woman is again demonstrated. A rela- tionship was created between the husband and other kinsmen of the wife's family, but the scope of these relationships was not the same as that between the wife and the other kinsmen of the husband's family; it was limited to the circle of mourning relatives (INS; 86). As far as property rights were considered, the husband and wife were thought, by some, to have comnon pr0perty in the sense that she had no personal property except for items of personal use that came with her dowry (clothing, utensils, etc.); other items of the dowry, including money, land, houses, etc., were all con- sidered to be the common property of the wife and the husband, and hence part of the comnon family estate (INS: 89). 24 Conventional Analyses of the Traditional Family‘System It seems appropriate here to give a brief description and analysis of the customary laws of the traditional family system, its composition and structure, and the rights and duties incumbent upon the various members by virtue of their status as members. The family in Ch'ing China could be defined, from a customary law point of view, as "a coresident organization of kinsmen with the intention of living a common life" (IMS: 219). A family had a family head, and the rest of the family members were family depen- dents. The family, or M. ghjg, was called a household, M. fig, in terms of public law. The head of the family held his position as such by virtue of being a male elder, but there were also cases of those of proven ability perfbrming the role regardless of generational or age stand- ing. If there were no male to fulfill the role, then a female elder could act as head. The family head represented the family exter- nally, in the realm of public law. Internally, in private law, he was the leader of the family. Not only in matters of socioeconomic status, but also in matters of pr0perty, the family members were bound by his decisions. Since the family was seen as a coresident organization of kinsmen with the intention of living a common life, commensality and common property were the rule, and religiously the family was centered around ancestor worship. Thus, according to Tai Yen-hui (7963: 2), the comnon life of the family was expressed through the 25 commonality of residence (M. 93g), pr0perty (M. tsiai), and fire (M. hgg), the latter symbolizing the cooking stove and sacrificial fires. Thus one comes across such terms as smoke (M. ygg), resi- dence (M. Egg, Egg), cooking fire (M. tglgag), pr0perty (M. tsigj), household utensils (M. chia-huo), sacrificial vessel (M. 3139), and so on, all prefixed with "common" (M. kung, t'ung, chung) to indicate a still undivided family, and prefixed with "separate," "divided," or "different" (M. fgg, hsj, j, pieh) to indicate a divided one. The constitutent members of the family sometimes included members other than kinsmen, such as slaves, servants, or hired laborers. Tai Yen-hui (1963: 3) has found it convenient to divide the family members into basic family members (M. chi-pen ch'eng:, yfign) and secondary members (M. fu-th ch'eng-yUan), the latter including such persons as slaves, servants, etc. (In Taiwan of the Ch'ing Dynasty, the T. cha-bo-kan, indentured servant, was such a "secondary" family member.) Those coresident persons of freeborn status (M. liang-jen, I'virtuous pe0ple," not slaves or servants) were regarded as the basic members, and in ordinary usage this is what was meant by the term "family members." The term "family member" usually meant a coresident kinsman, but coresident family members of different kin lines (such as different-surname adopted children, or uxorilocal husbands), though they had different rights vis-a-vis the family pr0perty, were still regarded as basic family members (Tai 1963: 3). 26 This indicates a certain problem in defining the family and family members. INS, following Tai, says of the Ch'ing family structure that "Family members," . . . refers to coresident persons with mourning obligations. Coresidence is an essential factor in the definition of family member, and a family was usually made up of same-surname consanguineal relatives with mourn- ing duties. But those of different surnames, relatives with- out mourning duties, or those non-patrilineal relatives with mourning duties (as, for example, a son-in-law), all also can be regarded as family dependents (IMS: 182). Historically Chinese law and custom has been male-centered and patriarchal in its bias. Kinsmen were divided into agnatic consanguines (M. nei-ch'in, "internal kin," or tsung ch'in, descendants of the same male ancestor), consanguinal kinsmen con- nected through females (M. wai-ch'in, "external kin," including those related through the mother, father's sister, daughter, and so on), and ”wife's relatives," thatisg those created through one's marriage (in pre-Ming times this last category was not distinguished from the previous one, relatives through females in general. INS; 9). Although law and custom basically gave more weight and impor- tance to the agnatic kin, there was still considerable importance given to the "maternal relatives" (M. wai-ch'in), especially in the criminal law. According to some analyses of the traditional social system, there were two main types of kinship relationships: those arising from a "natural state of affairs" (TMS: 9), such as marraige or birth, and those created through legal fiction, such as adoption, etc. Apart from this there was also the creation of a kind of kinship relationship through a moral duty of support, as between 27 the concubine's son and his father's primary wife, or between a child and his/her step-parent (TMS: 10). Birth was regarded as the only true source of "natural con- sanguine kinship" (TMS: 10). The parent-child relationship was the basis of the kinship system, and such relationships as grandparent- grandchild, uncle-nephew, and so on were regarded as extensions of the parent-child relationship. In general there were at least two different kinds of parent-child relationships: that born of a socially and legally approved marriage, and that not so born. Each of these could again be divided into at least two types. Of the legitimate relationships, there were children born of the primary wife, M. tj;tzg, and children born of the secondary wife, or concubine, M. shu-tzu. Of the illegitimate relationships, there was that created when a child was born of fornication or adultery (M. chien-sheng) and that created when a child was born of a domestic slave (M. pei-sheng). In most circumstances a child had a kinship relationship with his mother, his father, and with their own consanguineal kin, but there were exceptions to this rule. There were two different situations for those children born out of wedlock (M. chien-sheng). In the one case, when the children were born of a legally ineffec- tive marriage, then they followed the father's line. If, on the other hand, the father did not recognize them, and did not raise them, then they followed the mother's line. When the child was assigned to one side, then all kinship relations with the other were severed. Thus the common saying "Follow the man, sever relations 28 with the woman. Follow the woman, sever relations with the man" (M. kuei nan, tuan nU. kuei nU, tuan nan). In the other case, children born of a domestic servant, they also were regarded as illegitimate, born out of wedlock, and their status was lower than that of one born in wedlock, but if the father recognized the child, then in law this created a parent-child relationship, but no kin- ship relationship was formed with the mother's relatives (TMS: 12). Half-siblings, children of the same mother but different fathers, were not considered to have mutual mourning relations in the customary law, though according to the Chu-tzu Chia Li specified a mourning grade of M. hsiao-kung with a mourning period of five months (TMS: 12). Thus,apart from a prohibition on inter- marriage, they were not seen in customary law as having any kinship relations. During the Japanese period in Taiwan, if they lived together, then they were regarded as relatives. If not, then as strangers. According to Toshio Ikeda (1944: 163), a saying was current in Taiwan during the Japanese period that "those of the same father but different mothers are true brothers; those of the same mother but different fathers are 'dog brothers.'" Logically, those consanguineal relationships that can in principle be created only through birth can be terminated only through death; only a natural function can terminate a relationship that is the product of a natural function. Traditionally, however, there were at least two exceptions to this rule. The first of these concerns the relationship between a child and its mother after divorce or remarriage. A woman who 29 has been divorced by her husband, or who has remarried after his death, has extinguished her rights and duties with respect to him and his kin group, but her relationships to her children by him were not, under the traditional law, thereby severed. They were cur- tailed, however, and limited to the persons involved, and did not extend to other relatives, except insofar as an affinal relationship was created between a son's wife and his mother, whether diVorced or remarried. This is because the son takes on a single identity with his wife (they form one unit). As for a woman who has married an uxorilocal husband into the first husband's family, it was held in the Japanese period in Taiwan that she maintains her mother-child relationship with her children by the former husband until she follows the second husband out of the family (M. ch'u-she, "leave the house"), whereupon the relationship is extinguished (TMS: 13). The second exception to the rule that only death terminates aconsanguineal relationship is that of alienation through sale (M. mai-tuan). A child who is "sold" (mai-tuan, "sold and cut off") thereby loses any kinship relationship with his/her natal family. If, however, the child is bought back ("redeemed," M. shu-hui), then the original kinship status is restored. In Taiwan of the Japanese era, concubines and female slaves were usually purchased (M. mai-tuan), and among adoptions, the M. ming-ling-tzu was usually purchased. Once purchased, the kinship relation (yf such a child to his natal family was completely severed (TMS: l4). Speaking of rights in land and buildings, Santaro Okamatsu says: 30 L, There are two kinds of alienation of immovable right in Formosa as in other countries; in one of them, the person entitled transfers all of his right to another (translative acquisition); and in the other, the person entitled creates a new right based on his own right; or, in other words, the possessor of a right constitutes a new right which restricts his own right (constitutive acquisition) (1901: 30). As for translative acquisition, I'This term applies to cases where a person entitled transfers his right to another person, that is, when the subject of the right is changed. In the legal use of the term in Formosa, if the term M. maj_(buying) or M. maj_(selling) is used, it refers always to this kind ofalienation"(l901: 31). Included are not only the rights enumerated above, but also rights in persons. The "purchase" of children and women in Taiwan and other parts of China during the Ch'ing Dynasty was one example of this translative acquisition. It was an indication that the trans- action was one of translative acquisition and not one of constitutive acquisition. The transfer was of an absolute and irrevocable nature (unless and until, of course, it was superseded by another such transfer), and basically did not differ in form and function from one involving, say, land. Thus there was the common saying "After you'Ve sold a child, you can't even call out his name. After you've sold a field, you can't even have access to its frontage" (M. mai tzu, wu chiao ming, mai t'ien,vntgyu t'ien-t'ou hsing, INS; 32). Fictive consanguineal relationships are those that exist between persons who do not, in fact, have any biological relation- ship, but are recognized in law as having an equivalent relation- ship. In the customary legal system of the Ch'ing Dynasty, there were very many different types of such fictive kin relationships. 31 For instance, there was the relationship between an adopted, instituted heir, and his adoptive parents, created through the institution of an heir through ad0ption (M. chi-szu), those rela- tionships created between parent and child through the various other fonms of adoption, and a host of relationships created through moral duty (M. en-i ming-fen), such as that between step-parents and step-children, primary wife and concubine's children, concubine and primary wife's children, a concubine and the children of another concubine, foster mother and foster children (M. tz'u-mu), a wet-nurse and the children she has nursed, ad0ptive mother and ad0pted child, and so on. In the traditional socio-legal system, the patrilineal line of descent was paramount, and if an adult male were without off- spring, he could take an agnatically related kinsman of the pr0per generation as his heir. This was called "instituting an heir" (M. chi-tszu, or liz§52)- The one so instituted was called M. gfli;£§zy_or szu-tzu, and was considered to have a relationship with the senior party that was the same as a biological one, and it was not limited to the two parties to the transaction themselves, but extended to the other kin as well, as though they were really parent and child. The relationship was an artificial one, though, and so could be terminated by disinheritance or the return of the child to his natal home (INS; 15). In the traditional legal system (but not necessarily the customary system), adoption without the goal of continuing the line could be divided into adoptions within the kin group, or ad0ptions 32 of different—surname children. This kind of adoption was held to create only an adoption relationship, not one of fictive kinship, and, moreover, a relationship that did not extend beyond the imme- diate parties to the adoptibn: no relationship was created with the relatives of either party. In Taiwan, at least, and one suspects that this was true of China generally, there was some variance between the traditional law and the customs actually followed. Ad0ption was generally divided into two kinds: M. ku0-fang and M. ming-ling3tzu adoption. The former, "transfer to another branch," in principle meant an ad0ption within a kinship line, but it also included adoption within a surname, since colloquially people of the same surname were recog- nized as of the same line. In most cases a kuo-fang adoption did not extinguish relationships with the child's natal family (TMS: 33). Ming-ling-tzu ad0ption indicates an adoption in which a child of another surname is ad0pted, and thereupon the child's relations with the natal family were ended. Thus the ming-liggrtzu were for the most part "sold" (M. mai-tuan). Adoption of abandoned children is included within this category. In Taiwanese custom, the relationships between the adoptive parents and adopted children, whether it was kuo-fang or ming-lingftzu adoption, were the same as those between biological parents and children. The explanation for this discrepancy with the Ch'ing Code that is offered in IM§_is that In Taiwan, because the objective conditions at the time of colonization were not suitable, the system of lineage organ- ization slowly fell into disuse, and so the prohibition on 33 inter-surname adoption was not strictly followed, until it reached the point that the status of an adopted child was not at all changed by the fact of its being an inter-surname adoption (TMS: 34, n. 7). Between a step-father and the children of his wife by a former husband, there existed in the Ch'ing law a quasi-father- child relationship, one that was restricted to the two parties them- selves, and did not extend to the relatives of either of them. This was one of the relations created through moral obligation, and it was dissolved if the step-father and the mother of the children divorced, or if she remarried. During the Japanese period in Taiwan this generally remained so, except that a condition for the exis- tence of the relationship came to be that the step-father be actually coresident with the mother and children. If he moved to live elsewhere, then the relationship was ended. Between step-mother and step-children a quasi-parent-child relationship was created, one that was not restricted to the parties themselves, but extended to the relatives of the respective parties, just as if it were a biological mother-child relationship. This also was a relationship created through moral obligation (M. mjgg;_ fgg), and it ended through divorce, remarriage, or death (TMS: 34). There existed a quasi-parent-child relationship between the primary wife in a family and the children of a concubine, a rela- tionship not limited to the parties themselves, but extending to the relatives of each. This relationship was created through moral obligation (M. ming-fen , and was ended if she divorced, died, or remarried. This remained so under the Japanese, but in practice if the primary wife married in an uxorilocal husband after the death 34 of the first husband, this was not regarded as the same as regular marriage, and her kinship relations continued as before. Between the concubine and the children of either the primary wife or another concubine there also existed a quasi-parent-child relationship. It too was based on moral obligation, and was ended by divorce or remarriage. In Taiwan of the Japanese period, the concubine was called M. shg;mg_whether or not she herself had chil- dren. The mourning duties that the other children in the family had toward her were determined by the father (INS; 36). The husband-wife relationship was the basic source of the kinship relationship. The wife, through marriage, obtained a status as a member of the husband's kin group. This in a sense meant that the husband-wife relationship was basically incestuous, a suggestion that is borne out by the fact that sexual relations and marriage between a man and his brother's widow were strictly prohibited in (:eertain segments of society (though nonetheless a practice in some other segments, as we will see; cf. Riviere 1971: 73, n. 13). In the traditional law, the wife had kinship relationships With the husband's kin, that is, the husband's consanguines and their wives. The husband was also thought to have a kinship rela— t"‘i0lr‘tship to the wife's kin, but because of the patrilineal bias, the "91 ationship here was narrower. and weaker than in the case of the WT ‘Fe. The husband's relationships extended only to the wife's consanguines, and not to their wives (T_MS_: 38). The status of the concubine was definitely lower than that (TV 'the primary wife, but still she was in law admitted the statusof 35 secondary wife. Not only was she therefore regarded as a relative of the husband, but she was also a quasi-member of his kin group (TMS: 39). Rights and Duties Within the Domestic Unit There are several different kinds of rights which must be differentiated, particularly parental rights (M. ch'in-ch'Uan), elders' rights (M. tsun-chang ch'Uan), and family head rights (M. chia-chang ch'Uan). It is important to separate these in analysis, though the situation is confused since in many, if not most, cases they tended to all repose in the same individual. Moreover, it is argued that "in Chinese traditional law, except for elders' rights, it seems that there are no other kinship rights Specifically basedupon the parent-child relationship" (TMS: 178). 111at is, parental rights are simply a subset of the more general e1 ders' rights, and are not in nature different from them. ' Within one family there was often more than one elder; the (zéitegory of "elder" was a relative one. For instance, the parents <=<3lmtainly had elders' rights (or "parental rights") over their own <3"I‘ildren, but if there were also grandparents living in the family, t:'1(3l1 the parents were expected to follow their orders, and thus 1”Nair rights over their own children were to a certain degree r‘estricted. Among the elders in general, there were distinctions between lineal elders and collateral elders, and a division between “‘31 e and female elders. Great-grandparents, grandparents, and Parents of course qualified as elders, but so did uncles and aunts, , 01der brothers, and older sisters. The rights of elders were not \ . \ l 36 absolute, but varied, with respect to the particular relationship between senior and junior. The status of elder was further extended to those senior "relatives through moral obligation" such as adop- tive parents, step-parents, etc. But in law at least, the concu-' bine was not seen as an elder vis-a-vis any of the family head's children except for her own (INS; 158). The order of precedence among the various relatives who qualified as elders was not specified in the Ch'ing Code (INS: 180). Thus it seems that the situation might have arisen in which more than one elder, in acting within the limits of their rights, might find themselves in conflict over the same junior relative. But in practice there was an order of precedence that was based on genea- logical distance and generation. The father first exercised parental (elder's) rights. In his absence the grandparents did so, and in their absence, great-grandparents. If there were no lineal elders, then the closest collateral elders took over the rights, subject to 1:!1e approval of the eldest among them (just as the father's rights were in theory subject to the grandparents' approval). Under the Ch'ing system, all junior persons coresident in a family, whether or not adult, whether or not they themselves were paY‘ents, were subject to the elder's rights. These elder's rights ‘3S311'Id not, however, be exercised over juniors living apart, and with SeDarate property (cf. Chuang 1972). The most succinct and most accessible source of information 0“ the rights of the family head and the elders, from the point of 37 of view of customary law,is Tai Yen-hui's article on the Taiwanese family system and the family estate during the Ch'ing Dynasty (Tai 1963). The family head was the leader of the family; he represented the family in public law and was responsible to the government for the reporting of census information, for payment of taxes, for the fulfillment of pao-chia duties, etc. The post of family head was in principle filled by the eldest of the family, with males taking precedence over females. If a family had a capable male member, then a woman could not in principle serve as head. What must be noted (as was pointed out above) is that in the traditional family law the elder had great authority over those .younger than himself. This was the so-called elders' rights, and ‘they were differentiated according to whether the elder was a lineal (elder or a collateral elder. In the latter case, the elders' rights then were differentiated on the basis of genealogical distance. 'T11e elders' rights over the juniors, moreover, did not depend on (:C)residence. In the case in which all were coresident, the family head had rights as such over the family members, and since he (Usually) was also the elder of the family, he had elder's rights Over them as well. Thus one can, in analysis at least, differen- tiate between his rights as family head and his rights as elder. :I" ‘this more strict use of the term, the rights and powers of the family head over the family members derive from the fact that the family, as an organization, needs some sort of chain of command, Ssomeone in authority to make decisions, decisions affecting the 38 family as a concrete, coresident group. This is why the family head's rights and powers extend only to those actually coresident (in some sense of the term) in the family. The elders' rights, however, are based on the deference and obedience expected on the part of juniors in their relationships to the elders.) It is based more in the ethical and moral system, and thus is not, in principle, limited by coresidence. But this distinction between different kinds of rights, between rights based in slightly different socio- political realms, is complicated by the fact that in most cases the family head and the elder was the same person, in which case in actual practice it was not possible to separate the different kinds of rights. Internally, domestically, the authority system was dualistic, and so the strength of the rights of the family head depended on his particular genealogical connection with the family members. When the family head was also a lineal elder, then his two ssc>rts of rights coalesced, and he had great, if not absolute, powers c>\/er the family members. There were other situations, however, in vvriich the dualistic nature of the rights became evident. If for W"Ié'lizever reason someone junior became family head, then his powers '3 n general were limited by the elders' rights held by senior members 1‘ C’T= ‘the family. Also, when the family head happened to be a col- 1 ateral elder, his rights were more limited than those of a lineal e‘Ider. The content of the family head rights must be divided into tho se having to do with the general management of the family life 39 and those having to do with the management and disposal of the family estate. We treat the first division here. A family is a group of family members living a common, coresident life. The family head had the power to direct affairs hav- ing to do with the family property, expenditures, and daily life, and the family members had the duty of obeying his directions. 1 His most important function, as family head, was, in the traditional view, to manage the allocation of duties, ensuring that the men farmed, or did other kinds of external business, and that the women busied themselves with domestic tasks. If quarrels arose within the family, then he was to arbitrate (either by his personal decision or through expressing the consensus of the important family .members). If a family member violated a state law or a family regu- lation, then he had the responsibility of punishing the violation according to the law. But, as has been pointed out, if the family head was not the eldest, then he had to abide by the decisions ()1: his senior, and could not criticize or admonish him. In this 7‘635pect, his powers as family head were limited. The head had the F3<3vver, however, of admonishing and punishing other family members (Junior to him), and if such punishment did not go so far as serious 'i'1;iler, he could not be taken to court. Of course, the family head a1 80 had the responsibility of supporting the family members, and "EiC1 to arrange for the marriages of those in the family. It is most 'Fuilt1ting, however (in Tai's view), to view his powers of disposal 0“: family members through marriage, indenture. and ad0ption. 40 as being based in his rights as elder and not as family head. If a family member has another elder who is genealogically closer, then that elder's rights take precedence in this matter (but then one must deal with the fact that the family head had the duty of arrang- ing the marriage of a slave). In Chinese history the social-ethical system has long given precedence to those senior in either generation or age (with genera- tion taking precedence over relative age). In fact, one could simply treat generation as a more elaborated and more indirect expression of age, that is, birth order of the founders of particu- lar branches of a kin line. The relationship between older and younger (whether phrased in terms of strict age or in terms of gen- eration) is essentially one of authority/submission. The status of (elder is rooted in the kinship system and so is independent of the particular geographical location of the individuals, but of course <:(>residence is an important condition for the actual practice of 1:fiose rights. The important point here is that this authority system, baSed as it is ultimately upon age, is inherently a relativistic (37162- Structurally, at least, there is always another elder more SeI’I'ior to each elder, and another person more junior than each 4i‘1l1‘ior. Thus though parents exercise elders' rights over their own (:rli'ldren, these rights are subject to the rights that their parents ‘1EI\IEE over them, and so on. It is for this reason that Tai concludes (Tai 1963: 6) that China has never had, in the history of its legal 41 system, a system of "pure parental rights," no system that approaches the modern-law system of rights of guardianship. The rights of the elder are quite general and abstract in nature. They are based in the general socio-political and moral system, on the obedience and deference that the juniors are supposed to display toward them. They are, moreover, based on the relative hierarchy of age and generation, and so one must pay attention to the paticular situation in each case, to just what kind of elder the senior person is, and the particular relationship with the family members, before one can determine what the content of the rights is likely to be. In general, however, the types of rights enjoyed by the elder are as follows: 1. General authority. The elder, as has been noted, has a general authority of <:cmnmnd over his juniors, and this includes the authority to admonish <3!“ punish. The elder could not cause serious injury or death to the junior without reason, but it was no abuse of his rights to beat the junior as an admonition. But if this led to death, it was treated as a crime. 2. The power of expulsion. The expulsion of children from the family is not mentioned ‘i'T ‘the Ch'ing Code, but was a common practice among the pe0ple (Ta-i 1963: 7). Many cases of parents expelling their own, or adopted, ‘ZTli'ldren can be found for Ch'ing Taiwan. Usually, at the time of exDulsion, some way of public announcement was found; sometimes this was to file a case with the magistrate, a case called a "burial 42 case" (M. mai-ti an). After the expulsion, all family and kinship‘ relations were completely severed, though they might be restored later if the source of friction was removed. 3. 'The power to dispose of juniors in marriage. According to the Ch'ing Code, marriages should be managed by the grandparents or the parents. If neither the grandparents nor the parents were alive, then marriages should be managed by some other relative. If a woman's husband died, and her daughter was to be married, then she (the mother) could manage the marriage (Tai 1963: 7). The absolute right to dispose in marriage, however, was limited to grandparents, parents, and M. chi-ch'in elders (that is, elders toward whom the person concerned had a mourning obligation of at least one year). In Taiwan under the Ch'ing Ilynasty, the marriage was usually managed by the father or the household head; in their absence, then by some other male elder, such as grandparent or uncle, etc. A woman, even if she was the mother, could not act as the manager of the marriage. This, however, was just a formal requirement. In practice, of course, a woman had the main say in the marriage of her daughter. 4. The right to adopt out junior family members. At the time of ad0ption, the person being adopted out was L‘sually not an adult, and so the ad0ption contract was executed by ‘1'1 (elder, whether grandparent, father, uncle, or older brother. If 'tjlfié adopter was dead (as, for example, in the institution of post- hLm‘lous heirs), then his wife, parents, or brothers executed the acklption contract. Ad0ption sometimes had the character of sale and 43 purchase, that is, a transaction involving “translative acquisi- tion." This was in principle prohibited by the Ch'ing Code. According to the commentary to the Code, however, such customs were permitted in cases of extreme hardship. The Code prohibited the hiring out of children as indentured servants, but once again the Commentary to the Code said that "among poor people today it is a very common occurrence to hire out one's children to serve others, and this does not fall within the prohibition" (Tai 1963: 7). As far as this custom was concerned in Taiwan, it was very common to mortgage (M. tien-mai) or sell into indentured service one's children, whether or not the child agreed, whether or not the family was very poor, and whether the child was to be made a wife, concubine, slave, or adopted child (Tai 1963: 7). There has been much argument and discussion over the nature of the traditional Chinese family, and given the pervasiveness of the ideological bias of the ruling class in the traditional society, it is well to try to maintain a critical attitude toward accepted theories and ideas. Basically, however, it seems that the family was "the basic social unit" (though I will not enter into a discussion here I .‘ of exactly what is meant by this phrase). It has been pointed out that Chinese families were not, on the average, large, extended families, as was popularly believed by some in the West and China;i Attention cannot be paid to size of family alone, of course, but 1 also must be paid to its structure and its social functions (in the sense of its relationships with the rest of the social, 44 political, economic, and ecological environment). It seems safe to say that a typical family in traditional China was made up of three generations. Whether or not this was any different from a contemporary American or European family is another question. As the typical family was a peasant one, it tended toward economic self-sufficiency (without suggesting that families were ever "mainly" self-sufficient; this was clearly not the case). Although three-generation families seem to have been quite common in Ch'ing Taiwan, what information we have from the period, in the various gazeteers, shows that the households averaged between four and six persons (INS; 322). It is interesting to note the sources of socioeconomic support for the family system that are outlined in INS: 1. China has long been an agrarian country, and common, cooperative labor is profitable in agriculture. The common , saying "have many sons and you'll get lots of money"(M. ting tuo, hsieh ts'ai) indicates that only through coresident c00peration can one bring prosperity to the family. 2. Because China was so large, the government was usually unable to ensure peace and order in local areas, and because self-protection was necessary, there naturally develOped large families and other self-protection organizations. 3. To maintain a family's power, influence, and capital, it is necessary to follow a large-family system. 4. Economy of scale. The ancient saying was “living together, many expenses are saved; divided, each person has expenses" (ChU chU tse pai fei chieh sheng, hsi chU tse ko u fei . 5. In order to support normal human relations and develop morality, the government promoted coresidency and common prop- erty among families; honors were awarded to virtuous families, and sometimes they were made exempt from tax payment. The Code also prohibited brothers from living separately and dividing the property as long as the parents or grandparents were alive (INS: 323). \ x _, _._-/“‘J 45 The same source notes, however, that because of various factors, some of the supports for the traditional-ideal large- family system became built-in threats: 1. The maintenance of the family relied upon the knowl- edge and ability of the head, and if he were not competent, then the family would lose its order. Even a competent head, one with character, couldn't accomplish everything. 2. The maintenance of coresidence and common pr0perty required that family members renounce selfishness and uphold the common good. But in fact, there was usually division because of selfish family members and unfair collateral elders. 3. In the daily life of a large family, the women take turns at the domestic chores. If there is any inequality in work allocation, it is easy for gossip to get started, every- one harbors suspicions with respect to the domestic management of other branches, and it is easy for this to cause sisters- in-law to argue and wives and concubines to quarrel (INS: 323). A very important factor in the analysis of the domestiC‘; system is the nature and control of the family estate or family : property. I The term "family property," of course, means "property belonging to a family," but there are many interpretations of this phrase. INS outlines and compares four major theories as to the nature of the traditional family estate, and adopts the view thatfhr the estate was not the sole property of the head, but rather was the joint possession of the head and the dependents (those members i of the family other than the head). This was so whether the head was a lineal or collateral elder (INS; 325-31). All of the terms used in the Ch'ing Code for division of family estate (M. fen-hsi,gfen-i ts'ai-ch'an, fen-hsi chia-ts'ai t'ien-ch'an) clearly express the idea of division of conmon property, not that of inheritance. That is, it is clear that the estate was 46 a joint possession of the senior and junior family members, whether lineal or collateral relatives. Although the possession was termed "common possession" (M. kung-yu), the share coming to an individual was unfixed, and changeable in nature. It could not be freely disposed of before the actual division, and could be subsumed as one kind of right that the individual possessed by virtue of his status as a family member. After the formal division, the original family estate was divided into several new family estates, and each portion of the original became the common property of the members of that new famny. A further reason to regard the estate as the common property of the family members is that the c0parceners to the estate were limited to the family dependents. The share due a c0parcener in joint possession exists in the whole of each article that goes to make up the estate. The articles themselves do not function as shares. The share of each c0parcener is not fixed, and this is different from ordinary joint ownership (the so-called joint owner- ship in severalty, M. fenepieh kung-yu, in which the shares are fixed). Thus if the number of c0parceners increases (through birth or adaption) or decreases (through adoption out, uxorilocal mar- riage, or death), then the shares will accordingly change. The c0parceners have the right of increase (jus accrescendi), and if only one c0parcener is left, the right of survivorship; the estate becomes the property of that one person. The coparcener's share is implicit, and is limited to persons with the status of 47 family dependent. Thus a c0parcener could not, before division, at will dispose of any of the pr0perty of the estate, and could not turn over his portion to any other person. The act of alienation ; of the estate (through sale, mortgage, or gift) required the agree- ment of the entire group of family members (but the lineal family head's powers of alienation, as noted above, were not thus limited). The debts of the family were the debts of each in the group, and after division the basic c0parceners took on these debts. The basic c0parceners had no right to request of the lineal elders that partition take place, but they did with respect to the collateral elders. An important point here is that the family estate in the traditional system was passed on from generation to generation through division and not through inheritance. That is, since the family estate is best seen as having been held in common between the head of the family and the family dependents (other family members), the latter had continuing rights (if implicit) in that estate both before and after the death of the head. Thus division of the estate before his death posed no logical or legal problems in and of itself. This is connected with the fact that (as Tai Yen-hui E argues) there were, in the traditional family system, no "pure" L parental rights. The rights exercised by parents over children were a form of elders' rights in general, and were limited and restricted in turn by the elders' rights which the grandparents held over the parents. Both of these reflect the continuity and 48 corporateness of the family as a unit, and a de-emphasis of the place of any particular individual within the unit. The result is a kind of flexibility and relativity within the structure. The share of a c0parcener in the family estate is not fixed, but is relative and changing. The change in one's share, moreover, is dependent upon the others in the family. The rights of one person over another in this situation are never absolute, but are qualified, at least in principle, by those held by someone higher in the hierarchy. This sort of relativity makes for a good deal of flexi- bility in size and complexity of structure. The basic blueprint works for higher-order structures as well, such as lineages. This, I think, is one of the sources of the problem that social scientists have had in defining family and lineage and differentiating between the two. The fact is that there I§_no clear and definite dividing line between them. The Chinese themselves seem to give recognition to this terminologically. The term M. gfljg, which is usually translated "family," can also be used for much larger and higher- order kin groupings. The distinction between this term and M. Egg (lineage) is much more a Western (or Western-trained) social scientist's distinction than it is a Chinese distinction. Simi- larly a M. Iggg_(branch) can range in size and complexity from an individual (a single, unmarried brother within a "family" can be termed a Iggg) to a large grouping which in isolation might itself be seen as a lineage. The term Iggg_itself refers literally to a room within a family dwelling, and thus is simply a segment within 49 whatever is the larger unit. All of these terms are relative, and changing in meaning except structurally; the specific meaning emerges in context, in relation to what other units are involved. This is also true of the term M. Ng_(household), but the context of its use is rather different. Traditionally the distinc- tion between "family" (M. ghjg) and "household" (M. Ng) was simply that the household was the external aspect of a family, the family as seen in terms of public law. In private law the same thing was termed a family. In the Ch'ing Code it was specifically stated that in the census records, when computing families, "household" should be written (INS; 220). It may be objected that this is inadequate because a household may contain persons who are not family members. I think that this may be another problem in the translation of cultures. We translate M. ENIg_as "family," then turn around and expect the gNIg_to have the same characteristics as "family," including some kind of presumed biological coherence. Many definitions of family in Chinese society do, in fact, begin with the assumption that the members are "kinsmen" or rela- tives with mourning duties to one another. Earlier in this chapter, however, it was pointed out that it was necessary to divide the family members into "basic" and "secondary" members, and that a number of "unrelated" persons, including even household servants and slaves, had to be admitted to some sort of family member status. The distinction between the "family" and the "household" became much less clear in Taiwan because of the influence of the Japanese Civil Code. During most of its rule, the Japanese 50 Colonial government attempted to maintain what it could (or what seemed useful) in the customary legal system. Inevitably, however, court interpretations and administrative fiat had an effect on the customary system. This was accelerated with the policy decision that the Taiwanese legal system would eventually be brought within the ambit of the Civil Code in effect in Japan proper. The Japanese CivilCode,cfiicourse,differed from Taiwanese Chinese customary law. The Japanese, for instance, assumed that the Taiwanese system of family estate division was really the same as the Japanese inheritance system, and treated it accordingly. This, of course,then had an effect on the Taiwanese system of division and on the family estate in general. Another point of difference was that in the Japanese sys- tem, the "family" was an abstract entity, and had come to be admin-l istratively defined. Each person had to be registered as a member (either a head or a dependent member) of a family in order to have any legal status as a person. Each family had to have a head (J. NgsNg), and the position of family/household head was passed on in succession. When the Japanese put essentially the same system into effect in Taiwan, the Taiwanese family system was changed. The new household head rights were of course placed in the hands of the family head, and this had a great effect on the system of elders' rights in the traditional Chinese system. The difference that is usually emphasized between "family" and "household" is that the former implies some sort of "kinship" 51 relationship, while the latter does not necessarily do so. Since family members, in the data I present, were seldom actually restricted to those with kinship relationships, I have not found the distinction between the terms very useful, and will use them more or less interchangeably. Any future discussion of Taiwanese family structure and organization must pay more attention than has been the rule to the effect of Japanese colonial policies. This is also important in the wider problem of relating Taiwanese society to Chinese society generally. The major or "regular" form of marriage mentioned above was only one of the ways a family could bring in new members. There was also a surprising variety of alternative marriage forms and adoption forms. The next chapters will examine these in detail. CHAPTER III IRREGULAR MARRIAGE FORMS Uxorilocal Marriage If one approaches it from the point of view of dialectical logic, itis not surprising that a society which extols the virtues of patrilineality, patriarchy, and virilocal/patrilocal residence after marriage should also develop customs of uxorilocal marriage and at least a limited form of "matrilineality." Uxorilocal marriage has long been a feature of Chinese society. It is unclear for just how long, but there is a clear reference to it as an institutionalized form in the Shih-Chi, written in the Han dynasty. In the section of that work devoted to the biography of Hua Chi is the passage, "Ch'un-yU K'un was an uxorilocal son-in-law to the state of Ch'i." In the Han Shu, also written in the Han dynasty, in the biography of Chia I is a passage which says, "In the state of Ch'in, if a family is rich and the sons vigorous, then they divide the estate and leave. If the family is poor, and the sons vigorous, then they marry uxorilocally and leave." This passage occurs in a memorial presented by Chia I to the Emperor in 174 B.C. to illus- trate what depths the state of Ch'in had reached because the Lord of Shang had abandoned propriety and benevolence. Ch'U T'ung-tsu (1972: 252, n. 8), who translates this passage somewhat differently, includes an interesting discussion of the 52 53 meaning of the word M. gNgi, which is common in terms for uxori- local husbands. One explanation is that it means "an excrescence," something unnecessary. But it is also identified with M. QNIN, "to pawn"; a man who is too poor to manage a betrothal gift would, in effect, offer himself to the bride's family as a pledge, or in bride service. Another point of view rejects the latter interpretation, and refers again to the Han Shu,where it is said that people pawned their children (M. chui tzu) in bad years to get food and clothing. It is further pointed out that there was a custom in areas south of the Huai River of people selling their children (M. mai tzu) to work for others as slaves. These children were called M. chui tzu, "pawned children"; if they were not redeemed within three years, they became permanent slaves. Thus, it is argued, the chui tzu was a person who was “pawned" out for a fixed period--a bond servant. A male who was pawned out in this fashion, and not redeemed, might have then married the daughter of his master, in which case he would be called a M. chui th, "bond son-in-law." ,Yet another scholar thinks that a chui th was simply a male slave, one who was given a female slave as his wife, not his master's daughter. "Whatever the explanation, the chui hsfi had an inferior status and were treated unfavorably by the government. Under the Ch'in and Han they were sent together with fugitives and merchants to guard the frontiers. According to Kung Yu, chui hsfi were also prevented from entering officialdom during Emperor Wen's time" (Ch'u 1972: 253, n.). 54 Two other common terms for an uxorilocal husband both employ the word M. g_h_a_o_, "toinvite" (T. gig). These are M. chao-hsll and M. chao-fu, "invited husband." The former indicates a son-in- law who is brought in to marry a daughter of a family, while the second indicates a man who is brought into a family to be the second husband of a daughter-in-law whose first husband (the son of the family) had died. These distinctions are not always observed. The Rev. Carstairs Douglas records that in the late 18005 in Fukien the word T. chin-tsoe meant "marrying and going to live in the house of the bride's father for a longer or shorter time (gen. short), but retaining one's own surname and having full power over one's own household, thus differing from the manner of marriage called 'ghig'" (Douglas: 1873). Barclay, in his supplement to the work of Douglas, then says of the practice referred to by the word T. EDIE. that "in some cases the bridegroom retains his own name" (Barclay: 1923). It seems, then, that the distinction between these two words also is not always observed, and in fact I have never come across any other evidence of a consistent difference of meaning between M. gNgI_and M. gNgg_(T. t§9g_and gNIg, respectively). Uxorilocal marriage is not only an old form, it is also widespread. The Min Shang Shih Hsi-kuan Tiao-ch'a Pao-kao Lu (Record of Investigations Into Civil and Commercial Customs, here- after abbreviated N§§) records various types of such marriage from areas in Chi-lin, Feng-t'ien (the present Liao-ning), Shan-hsi, Ho-pei, Shan-tung, Ho-nan, Chiang-su, An-hui, Chiang-hsi, Che-chiang, Fu-chien, Hu-pei, Shen-hsi, Kan-su, and Je-ho. A few quotes 55 from this source will give an idea of the general form and some of its variations. In various parts of Hu-pei, The uxorilocal husband is treated as a son. Some follow the wife's surname, some don't. The marrying-in ceremony is . the same as in ordinary marriage (literally M. wan-hun, "com- pletion of the marriage"). In Ma-ch'eng he does not follow the woman's surname, and there is no fixed type of ceremony. In Hsing-shan, if there is no son of the family, then the uxori- local husband must change his surname, a go-between must officiate, the relatives come for a feast, and then the son-in- law is sent into the bedroom for the ritual drink of wine. In Chu-hsi there are three types of uxorilocal marriage: that in which the husband obtains property but no sons (M. yu ch'an usu tzu), that in which he obtains both property and sons (yggch'an wu tzu), and that in which he gets neither pr0perty nor sons (wu ch'an wu tzu). In the first case the husband continues the family line and inherits the family pr0p- erty. He must change his name to that of his wife's family. The second type occurs when the woman's family loves her very much, and this sentiment is extended to the son-in-law. He later receives a portion of the property, and need not change his name. In the last case, the husband usually changes his name, but there are cases in which he does not. As for the marriage ceremony, it is the same as in ordinary marriage. In Wu-feng all uxorilocal sons-in-law are treated as sons, and continue the line. There is no distinction like the one between the three types of marriage mentioned above; all of them must change to the woman's surname. When the man enters the woman's family it is after a go-between has arranged it between the two families. The woman's family holds a feast to give witness, and invites relatives and neighbors. A con- tract of mutual agreement is written up. The contents include the name of the one marrying uxorilocally, his father's name, the name of the bride, and a guarantee that the children will become permanent descendants of the family, or a specification of exactly which children in the future will follow the son- in-law's line. The son-in-law then changes his surname to that of the wife's family. It is further recorded in the con- tract, if the son-in-law (to be) is still a child, that he will be raised (M. t'ung-yang) by the woman's family until the couple is of age, when the marriage will be completed. If the two are already adult, then an auspicious day is selected for the wedding. The marriage expenses are all borne by the woman's family, but there are also cases in which the man's family pre- pares items of clothing and jewelry for the woman's family, or the man's family may even send along a dowry and trousseau (N§§; 1630-31). 56 Again, for Hu-pei, we find that In Chu-shan this kind of uxorilocal marriage is divided into three types based upon rights in property and in chil- dren: those with rights in both, those with rights in neither, and those with rights in property but none in children. In the first form, the husband need not change his name. In the last form, he is regarded as a son, and so must change his surname. In the middle form, when he has rights in neither the family estate nor the children he and his wife produce, he is made a permanent dependent in the woman's family, col- loquially called M. shan -men, and he also must change his surname. This is a completely uxorilocal marriage; he does not set up another household. In Ching-shan he must change his name. This usually hap- pens when there are no sons, and when the woman's parents die, most of the time the uxorilocal husband then returns to his own kin line. The ceremony of entering the household in uxorilocal marriage is the same as that in regular marriage. In Ch'ien- chiang, whether or not the uxorilocal husband changes his name is decided in the agreement worked out by the go-between. This is usually decided by the circumstances of the case. Generally, if it is a case of a marriage in which the uxorilocal husband gains rights in the family estate, but not in the sons, he changes his surname. He rarely does so if he has rights in both the estate and the sons. In the event that he has no rights in either, he must pay a certain amount of money to the woman's family for her trousseau. Sometimes he then changes his name, sometimes he does not. In Ku-ch'eng he not only must change his surname, he must also go through the ceremonies of worship, lighting candles, and drinking the nuptial cup. In T'ung-shan no matter which of the three forms of uxo- rilocal marriage [abbreviated M. yu yu, yu wu, wu wu] are involved, the son-in-law does not change his name. His sons, however, must follow their mother's surname, and continue that line. The marriage must be witnessed by the go-between and the relatives, a contract must be drawn up, there must be an exchange of gifts, and the ceremony of presentation to the ancestors (M. miao-chien) must be observed. In Pa-tung the husband need not change his name. If he is to continue his wife's kin line, however, either he does or his first son does. The second son would then follow the father's surname. The marriage ceremony is more or less the same as that in ordinary marriage (NSS; 1644). In Hupei, as elsewhere, there also existed a subvariant of uxorilocal marriage called "inviting a son-in-law for support (of his parents-in-law) in old age," M. chao-th yang-lao: 57 In Wu-feng there is a custom of uxorilocal marriage in which the husband obtains rights in neither the estate nor the sons. If one has only one daughter, for instance, and if one wishes to rely on her care and support for the rest of one's life, one can only invite in an uxorilocal husband. He does not change his name, and does not continue his wife's family line. The contract stipulates only that during the life of the parents of the woman, they will be supported by the son-in-law, and that in death the expenses of their funerals will be borne by him. There is no fixed time limit set for his leaving to set up another household (this, leaving with the wife and children, was called M. ch'u-she). In Chu-hsi, Ma-ch'eng, and Hsing-shan, all of these "uxori- local sons-in-law for support in old age" have the time limit set in the contract. It is usually said to be after the woman's parents "are 100 years old" that the son-in-law can leave their household. This is the so-called "half son, half son-in-law" (M. pgn tzu pan th) (NSS; 1632). In Chu-shan, Ching-shan, T'ung-shan, and Ch'ien-chiang Hsiens, the time limit before the son-in-law can leave (M. ch'u-she) is usually clearly set in the contract. It may be ten years, or eight years, or when the children have grown up, or when the wife's parents are dead and buried. This is the "half son, half son-in-law." In Chu-shan, however, when the agreed-upon period has been completed, then if the son-in-law wants to leave, he must pay over a predetermined amount to the wife's family. If there is a difference of Opinion, the son-in-law may at times leave before the stipulated time is up. In Chung-hsiang Hsien whether or not the son-in-law changes his name, or whether or not he supports the wife's parents in their old age are both determined by the particular contract drawn up. In Ku-ch'eng Hsien the contract does not set a specific time for the depar- ture of the son-in-law. In Pa-tung Hsien, there is no contract for this kind of marriage (NSS; 1645). ' The discussion so far has been mainly concerned with the uxorilocal son-in-law, M. chui-hsfi or M. chao-hsu. There is also the related, but somewhat different form mentioned earlier, the M. chao-fu, the second husband of a widow, who marries uxorilocally, typically into the household of the family of the first husband. This form of marriage was found in many areas. In Chilin Province he was called M. tso-t'ang chao-fu (MSS: 1311-12). In P'u-t'ien Hsien Fukien, it is recorded that sometimes the uxorilocal husband 58 was even of the same surname as the first husband, which caused much trouble. "Sons born of a different-surname uxorilocal father cannot compete, with respect to inheritance, with those of the original kin group. It is very hard to decide, however, whether the sons of a same-surname uxorilocal husband should or should not be regarded as the same as those born to different-surname husbands" (NSS: 1969-70). In Shen-hsi such a husband was called a M. Shang-men han. He changed his name to that of the wife's former husband's family, and in many other respects as well took on the former husband's social identity; he enjoyed whatever rights to property the first husband did (NSS; 1748). It is recorded that in Shun-ch'ang Hsien, Fukien, . If a woman's husband dies and she has no children, and the family is poor, she will usually remarry, and move out, with the permission of the head of the household. When they have a little property, though, or if she has children, then it is much more likely that she will marry in an uxorilocal husband, or even marry out, taking the children and pr0perty with her. These sort of customs are found mostly among the middle and lower classes (NSS; 1579). In Shan Hsien, Ho-nan, if a woman's first husband died, she was able to take in a second, to live uxorilocally, and the rela- tives of her first husband could not interfere. The second husband changed his surname to that of the first husband, and any children subsequently born to them also took that surname. The first hus- band's property went to the sons by him, while the property of the second husband, at his death, was shared equally by all of the sons of both fathers (NSS: 1386). 59 The uxorilocal husband in Shan—tung, Te-p'ing Hsien, who changed his surname to that of his wife was called, interestingly, an "adapted son," M. i-tzu. His sons, however, were not called "adopted grandsons,“ M. i-sun (MSS: 1398). A woman, in parts of Shan-tung, who had no brothers or other relatives, could inherit from her father. If her parents were both dead, and there was no one else to arrange a marriage for her, then she could herself marry in an uxorilocal husband, who would take her surname. This was called M. tso-shan chao-fu. When this sort of thing happened, and the uxorilocal husband inherited the estate, or if a girl had been adopted in, and a husband married in uxorilocally for her, and they inherited, the household was called, in Shan-tung, a "woman's household," M. nU-hu (MSS: 1399—1400). In some parts of Hu-pei (as well as elsewhere) it was stipu- lated in the customary law that only sons could not marry uxori- locally. In some other parts of Hu-pei (as well as elsewhere), however, only sons were permitted to do so (N§§; 1633, 1635, 1946, 1951). Chin-chiang Hsien, Fukien, is recorded as coming close to fulfilling all of the logical possibilities: In Chin-chiang Hsien, when one has no sons, then apart from instituting a child of the same surname as an heir, or adopting a child of another surname (M. ming-ling) to be instituted as heir, there are other customs. If one has no sons, but only daughters, one can invite in an uxorilocal hus- band for a daughter, and even institute this son-in-law as heir. Or, if one has neither sons nor daughters, one can adopt a daughter, and then invite in an uxorilocal husband for her, and institute him as heir. Again, even if one has a son, who already married, but then died, then one can invite in another husband, to live uxorilocally, and make him heir. 60 All of the above uxorilocal husbands abandon their surnames and take on the family's surname. Later, whatever property there is is inherited by the uxorilocal husband (NSS; 1573-74). The report on uxorilocal marriage from ChU-yung Hsien Chiang-su advances some basically sociological explanations for its existence: In ChU-yung problems relating to legal status (M. shen-fen) and succession are exceedingly complex. Families without sons usually invite in uxorilocal husbands for a daughter, to play the role of son. When he marries in he changes his surname, and signs a document as evidence, a document called an "usori- local contract" (M. chui-shu), which is actually no different from an adoption contract (M. chi-shu). If the person being succeeded has sons or nephews, he will give them a certain por- tion of the pr0perty to avoid disputes. If not, then he must pay a certain amount to the clan, and then the son-in-law can enter the genealogy and the clan, and enjoy all the rights of an heir. One reason for this kind of custom is that because of war males become rare and the land is visited by devastation. Another reason is that the parents love their daughter so much, and this love is extended to the son-in-law. This lat- ter is the most common circumstance. After it has been prac- ticed for a long time, people come to regard it as natural. In families without much property it is not much cause of litigation. In cases of families with some property, or in cases in which the son-in-law is for some reason unsatisfactory, then lawsuits certainly do arise. In recent years litigation has reached 80% to 90% of the cases. If one strives to main- tain the relationship, then one finds oneself acting counter to the law. If one is strict in following the rules, then there are too many restrictions of the freedom of others. It would seem better to have this matter regulated by the Draft Civil Code (NSS: 1465-66). pt , V Thus in parts of Chiang-su uxorilocal sons-in-law could be I entered into the lineage and the genealogy. This was not true in other areas. In Min-Ch'ing Hsien, Fukien, for example, it was made; explicit in the customary law (according to the Min Shang Shih col- lection at any rate) that an uxorilocal husband could not be entered into the genealogy after death. Sons born to the union, however, 61 could change their surnames and be entered (NSS; 1601). In parts of Hu-nan, "sometimes the [uxorilocal] son-in-law is entered into the woman's family's genealogy, and it is recognized as a pr0perly listed name. Sometimes this is not so" (NSS; 1690). In some areas (Chekiang, for instance; N55: 1530-31) a terminological distinction was made between husbands or sons-in- law invited to live uxorilocally to manage the family estate (M. tso-ch'an chao-fu) and those invited in to support the children of the dead first husband (M. chao-fuyang-tzu). Feng-t'ien (the present Liao-ning) had a custom which approached the "temporary marriage" discussed elsewhere. This was called M. tg;Ngg, "companionate marriage": In Sui-Chung Hsien there is the custom of ta-huo, which means to marry a husband in to live uxorilocally for support. If a woman's husband has died or has been gone for several years without any trace, and the family circumstances are poor, so she cannot support herself, then she can establish this relationship with another man. Their relationship is the same as in ordinary remarriage, but a contract must be written up. In the contract it must clearly state that this is because of poverty, and that the husband will assume a cer- tain number of debts. If the first husband is to return, then the money will be returned to the second husband, who must then return the wife (and any children she may have taken with her). This kind of custom is found only too often in both urban and rural areas, each case for its own reasons (the relatives of the first husband, for instance, may be desirous of the money, or may oust her from the estate). In lawsuits the contract becomes very important. In the minds of rural people, this is a perfectly proper custom (NSS; 1308). e Not much has been written, in either English or Chinese, about the various forms of uxorildcal marriage. One relatively easily available article is by Liu Hsing-t'ang titled "Two forms of uxorilocal marriage," published in The Eastern Miscellagy (Tung- fang Tsa-chih) vol. 33 #15, August 1936. 62 In his article, Liu mentions that it is often difficult to find material on uxorilocal marriage: We might look for help on this from the local gazeteers. They, however, publicized only the exalted and refined cus- toms; this sort of "indecent" affair was forbidden by them. According to the principle of "hiding the evil and publiciz- ing the good," such things were generally left undiscussed. It is in this context that I would like to make known Mr. Ch'en Sheng-shao's work, the Wen-su Lu (A Record of Cus- toms). Mr. Ch'en has, with a fearless spirit, filly and in detail, exposed for Fukien Province the dark areas of feudal- ism, the power of clan organization, the economic life, and various other kinds of customs. This is an important archival source for sociology. economics, social history, and ethnol- ogy (Liu 1936: 109). After an introduction like that, and after reading the excerpts included by Liu, I of course wanted very much to find a copy of Ch'en's work. This desire was only increased when I dis- covered that sections of it were reprinted in the Komalan T'ingechih, the gazeteer published in the Ch'ing Dynasty for the I'lan area in Taiwan, where I did research. The sections that appear there include information on social problems in Taiwan, inter-ethnic disputes, the Aborigines, the process of development of the land, banditry, industry, and so on. I was very disappointed, then, to be unable to find a copy anywhere, or even a reference to the work. When I did finally find a reference to it, it was in an article by Cheng Hsi-fu published in Taiwan Feng-wu (Taiwan Folkways), February 1970, in which Cheng laments that the work is now lost. The Wen-su Lu, by Ch'en Sheng-shao, written in the Tao- kuang era II821-1851], is an important historical source for Taiwan, compiled by a well-travelled official during the mid- Ch'ing. Though it was written not long ago, very few peeple know anything about it; Lien Ya-t'ang does not include it in 63 the Taiwan T'ung-shih [General History of Taiwan], and none of his contemporaries seem to have mentioned it. It is really a pity that it is this difficult to preserve historical sources. Fortunately, the Komalan T'ing-chih has preserved six excerpts from it (one of which also appears in the Tan- shui T'ing;chih), so that we still have some impression of it as a work—(Cheng 1970: 74). The excerpts which appear in Liu's article, however, include material not found in the Komalan T'ing-chih. It seems, then, that Liu, writing in 1936, had access to the original, so the work may not be completely lost, and a copy may surface some day. Aside from their historical interest, the excerpts quoted by Liu are important for the information they give on uxorilocal marriage in both mainland China and Taiwan. In Chao-an (Fukien) when a middle-class (M. chun -hu) family marries in a wife, the bride-price is around 100 taels (M. chin); among lower-class families (M. hsia-hu) it is 56 or 60 taels. Other gifts are not furnished. The dowry when marrying out a daughter is similar, so marriage is quite dif- ficult. Marrying out a daughter is quite difficult, so few daughters are raised. Marrying in a wife is quite difficult, so bachelors are many. It is pr0per that a man have descendants to continue the line, so an attractive woman may invite in an uxorilocal husband to produce children to do so. The old cus- toms are based on this (Liu 1936: 109). If someone of the lower class is old and without sons, and has a daughter of marriageable age, then they invite in an uxorilocal husband for her in order to get the most out of their remaining years. In Chao-an people buy girls in order to get an uxorilocal husband, and widows also invite in hus- bands, in order to continue the line, to maintain the (first) husband's grave, manage the estate, and husband the resources. The sons are not discriminated against on the basis of which husband was their father, and the clansmen do not dis- approve on the grounds~of having disrupted the kin group. In this situation it is agreed, in contract, that the first-born son shall follow the wife's family and subsequent sons the husband's line. Sometimes all follow the wife's and none the husband's. There are some husbands who, enamoured of the wife, and covetous of her pr0perty, completely forget their origin. If he steals the wife's pr0perty and absconds, or does not attend to the support of her parents, then this is cause for 64 litigation. If a husband marries uxorilocally, his son may , inherit (in the wife's line), or a son may be sold in adoption and so enter that ancestral temple. Though this is confound- ing surnames and lines, its actual occurrence in Chao-an is very common. Such is the popularity of uxorilocal marriage (Liu 1936: 109). Ch'en is quoted as saying that in Lu-kang T'ing (Taiwan), where he was an official, When a widow invites an uxorilocal husband, or an uxori- local husband is brought in for an ad0pted daughter, it is called M. chui ([T. tsoe or chehl just as on the mainland. In Taiwan wives call the husbands M. lao-kun [T. lo-kon ], and the weakest is the M. chui lao-kung (i. tsoe lo-kogg . He makes a virtue of obedience, is submissive, and plays the role of wife. Moreover, there are prostitutes who, when there is no alternative, take in uxorilocal husbands and then talk of themselves as married women, while in fact he is no more than an Opium-den flunky. The conjugal intimacies are no more than vain imaginings. Once a difference of opinion arises, he is expelled. Thus the uxorilocal husband in this situation is like a wife, and actually even more like a female slave (M. gel) (Liu 1936: 110). Finally, he says of the Aborigines in Lu-kang that "they do not employ a go-between, the males usually marry uxorilocally, and after marriage they rarely indulge in immoral liaisons. Taking a wife is called 'taking the hand' [M. ch'ien-shou, T. khan-chhiu], and divorcing her is called 'dropping the hand' [M. fang-shou, T. pang:chhig]" (Liu 1936: 108). This last section is also found in the Komalan T'ing-chih (chapter 5b, on the "wild" Aborigines, the appendix), but the rest of the quotes, as far as I know, are found nowhere else than in Liu's article. This reference to the Aborigine word for marriage may be one of the sources for the claim (made, for instance, by Lien Heng in his Taiwan YU-tien [A Dictionary of Taiwanese Phrases]) that the Taiwanese word for wife, khan-chhiu, is traceable to 65 non-Chinese, Aborigine, marriage customs. Douglas, however, in his dictionary of Amoy vernacular, lists this word as meaning "wife." He is generally careful to point out "local" words, and makes no comment in this case. Furthermore, khan-chhiu is used only as a noun, never as a verb, and pang-chhiu, "divorce," is never used (Wu 1953: 136). I suspect that it is an old Hokkien word unconnected with Taiwanese Aborigine customs. Liu also provides us with some more recent information on uxorilocal marriage in mainland China. He cites an investigation of marriage customs in Hu-pei which was reported in the April 20, 1936, edition of Hsin-wen Pao. Families with daughters but no sons may invite in an uxori- local husband. He follows the wife's surname and is borrowed (M. chieh) to continue the wife's family line. But there are also families with both sons and daughters which still take in an uxorilocal husband. This is probably because the mother greatly loves the daughter and cannot bear to be parted from her. Only in this case would there be such an irrational cus- tom. There are also those without either sons or daughters, who buy or adopt a girl and then invite in an uxorilocal hus- band for her. There are even cases of families of which the _ sons-in-law, for many generations, were all uxorilocal, creat- ing a large and flourishing family. There is more than one form, and they are practiced by eminent families as well as poor. These customs flourish in the Chiang-ling, Kung-an, and Pao- k'ang areas (Liu 1936: 107-108). Among widows in Pao-k'ang Hsien there is the custom called M. tso-t'ang chao-fu, "remaining in the family, bringing in an uxorilocal husbandi“ The uxorilocal husband is called a M. p'ei-erh, "compensator." In T'ung-ch'eng Hsien wives may take an uxorilocal hus- band, after the death of the first husband, to move in, manage the domestic affairs, and support the children. This is called M. Shang-men. The same custom exists in Chung-hsiang Hsien, but the name is not the same. There it is called M. chao-fu yang-tzu, "inviting an uxorilocal husband to support the chi - dren.‘ Those husbands who marry uxorilocally have a ready made wife, ready-made children, and ready-made pr0perty. Nothing 66 could be more convenient. But one condition is that he must follow his wife's surname. Some call him M. nan-ch'ieh, meaning "male wife," but he is really a "female husband." Usually those who take advantage of this convenience are extremely poor men, but there are also those who endure this humiliation for only a short time, and wait until after they have entered the wife's family and then suddenly, with a resurgence of pride, they change back to their own surname (Liu 1936: 108-109). Liu claims that in the Han-chung area of Shen-hsi, the ancestors of one family usually include several different surnames, and that this is also true of Szu-ch'uan. That one surname-group should maintain sacrifices to ancestors of several different sur- names, and that several different surnames should unite in one blood line, he argues, is a natural outcome of one or the other form of uxorilocal marriage. In the Nan-yang area of Ho-nan there is said to be a tradition that this form of marriage was practiced in the Ming Dynasty. Village names composed of double surnames have”: resulted from one son's following the mother's former husband's sur-- name, and another son's following her second husband's surname. To I the present day, says Liu, the two surnames are still regarded as of the same blood, and do not intermarry (Liu 1936: 110). This phenomenon involving surnames is not rare. For an example in con- temporary Taiwan, see the discussion of the Liaos of T'ien-sung-p'i in Chapter V. In Taiwan, the customs surrounding the institution of uxorilocal marriage were not much different from those on the main- land of China. Uxorilocal marriage is perhaps best divided into the two forms mentioned earlier--that involving the marriage of a daughter of a family, and that involving a daughter-in-law of a 67 family. I will begin with the first form, called M. chui-fu (T. tsoe-hu) in the Nationalist Code, but also sometimes referred to as M. chao-hsu (T. chio-sai), or, more rarely, the institution is called M. chiu—hun (T. chiu-hun). If it is seen from the point of view of the inviting family, three main goals emerge. These (not mutually exclusive) goals are to provide heirs for the family, to support the older generation or young children in the family, or to provide someone to manage the family estate. According to the legalistic interpretation of the IgINgg. Min-Shih Hsi-kuan Tiao-ch'a Pao-kao (TMS), China has long had an "iron rule" that there is no intermarriage between those of the same surname, and those of different surnames don't ad0pt (the tradi- tional phrase is M. t'ung-hsing pu hun, i-hsing puyang), so it is impermissible in both II_("rites," "pr0priety," "morality") and law to consider the uxorilocal husband as having been adopted. Thus the children of the uxorilocal husband must be seen as children of the wife's family, not his, for the goal of providing heirs to be realized (INS; 110). This may be fine logic, given the premises, but it is poor description of social and legal realities. The Chung-kuo Min Shang Shih Hsi-kuan Tiao-ch'a Pao-kao Lu (MSS) has many reports from many different areas of customs permitting same-surname intermar- riage. There are also many reports, in that compilation as well as elsewhere, not only on the abstract permissibility, but the wide- spread practice of inter-surname adoption.(In fact, this type has 68 probably always been as p0pular, if not more so, in Taiwan, than intra-surname ad0ption, even if we are considering only male chil- dren.) Thus it should be no surprise that in many areas the uxori- local son-in-law Ng§_explicitly considered as adopted. In parts of Shan-tung, as noted above, an uxorilocal husband who changed his surname to that of his wife was called an "ad0pted son" (M. Iztgg). In parts of Chiang-su uxorilocal husbands played the role of son, and their contracts were no different from adoption con- tracts. In some areas an uxorilocal husband could be entered into the family genealogy. This last is true of Taiwan as well. The Sungrshih Tsu-p'u, a genealogy published in Taichung in 1971 (and which includes inhabitants of T' ien-sung-p'i) lists uxorilocal husbands quite often. There was also a case in the village where I did research of a man who was simultaneously married uxorilocally into, and adopted into, a different-surname family. Another goal on the part of the inviting family, as noted, is to provide support or property management. A high court ruling in the thirty-ninth year of Meiji (1906) said that The M. chao-fu (T. chio-hu) institution can be divided into two aspects, marrying out uxorilocally and marrying in uxorilocally. Either way it is marriage with a daughter of a family to provide that family with pr0perty management or heirs. Thus it must imply a submissive relationship on the part of the uxorilocal husband to the family head, and the marrying-in husband cannot set himself up as an independent family head with all the public and private powers that that implies. This is an obvious fact in the customs. Thus if the man feels that he and his family have been slandered against to the point that he cannot endure living there any longer, and uses this as a reason to go against the household head's wishes, and demands that the wife be handed over so that they can live apart from the household head, this is entirely counter to the goal of such a marriage (INS; 110, 111, 247). 69 It should be noted that the M. chao-fu referred to in the passage above refers to both the chao-fu pr0per (the uxorilocal husband married to a daughter-in-law of the family) and the M. chao-th (an uxorilocal husband married to a daughter of the family). The Japanese seem not to have made a clear distinction between these two in their legal rulings, and the two are lumped together in the Nationalist Code as M. chui-fu. On the part of the man's family, it is usually said that the motivation for marrying a son uxorilocally into another family is economic; the family is poor and lacks the money and presents needed to marry in a wife in the regular way. There is another consideration. It sometimes happens, it is claimed, that two fami- lies are on very intimate terms, and wish to intermarry. Because the girl's family "loves her too much," or if for some other reason they are reluctant to part with her, they may have the son of the other family marry in and live uxorilocally (IN§; 111). There are two basic types of uxorilocal son-in-law marriage, that in which the son-in-law moves permanently into his father-in- law's family and that in which it is for a limited period. This latter type can then be divided into two further categories, one in which the period is indefinitely limited, and one in which there is a definite limit. The former, for example, might be until the children are grown (the sons, that is), or the woman's parents are dead and buried. The second sort of limitation is set in terms of a certain number of years, typically from three to ten. 70 After the agreed-upon period, however it is defined, the man is then able to leave the family if he wishes, taking his wife and children with him. Often he also receives a kind of "severance pay," an amount agreed upon in the contract that he is to receive when he fulfills it. The present mayor (Ts'un-Chang) of T'ien-shan Ts'un (one of the administrative divisions of T'ien-sung-p'i) had married uxorilocally into the Liao family in the 19305. He signed an eight-year contract, but stayed with his wife's family for ten years. He received three yen per month, and at the end of the time period, got a lump sum of 300 yen. He laughs now, and says that because of inflation, by the time he got the money, it was hardly enough to buy a bottle of wine. According to the mayor (and in addition to his personal experience in this, his official position requires that he write up marriage contracts among others, and help mediate marriage disputes), if an uxorilocal husband moves out of the wife's family before the expiration of the contract, he must pay a sum of money in compen- sation, and then the marriage becomes an "ordinary" marriage. If divorce occurs, then there is no compensation, but then there must be an agreement about the fate of the children. This form of marriage occurs only, it is said by informants, if the wife's family is much wealthier than the man's. Education is also important. If a man has a high school education, he could marry into a wealthier family than if he had only an elementary education. 71 In this kind of marriage, the husband gives the wife's family money to buy things for the marriage ceremony, but then they return it to him when the contract has expired. The upshot, though, of all the exchanges is still that the marriage costs "about one- fifth" what a "standard" one costs--NT$10,000 as Opposed to NT$50,000 for an ordinary marriage. In the case of the Ts'un-Chang, he paid about the same as he would have in an ordinary marriage because his family was very poor, and his wife's family was of much higher status. At that time, in addition to other business interests, they owned one-half share in a bus line that connected T'ien-sung-p'i with Lo-tung. Thus he was able to ally himself with one of the most powerful socioeconomic groups in the town. He got on well with his father- in-law, and was prevailed on to stay an extra two years beyond his contract time, in part because his father-in-law had lost a good deal of money on his business deals. It is not uncommon that a husband stay on longer than was specified in the contract; usually he gets more money. In wealthier families this kind of marriage is treated as a very serious matter, with many conditions set out in the contract. In poorer families, there are fewer conditions, the husband is not so restricted, and the whole thing is freer. The Ts'un-changjs decision to marry uxorilocally has paid off. He has a respected standing in the town, and official office. He has "many" chia of land, he owns a building in Taipei that he rents, and he Operates a drygoods store. He has two sons with 72 college educations; one is a businessman in Tokyo, and the other is trained in pharmacy, and is resident in the United States part of the time. (Both, however, are still officially registered in T'ien- sung-p'i.) His wife's older sister also had an uxorilocal husband. The latter married into the Liao family in 1928 and stayed for fourteen years. Finally dividing from them in 1942, and setting up a new household, they too are quite well-off. They are land- owners, not tenants, they own a drygoods sh0p, two of their daughters are graduates of the Lanyang Girls' School (said to be the best in I-lan), and a third daughter is a college graduate, teaching at a local middle school. In neither case of uxorilocal marriage did any of the children take the surname Liao. As far as the form of uxorilocal marriage is concerned, because of its nature, there is usually no M. ch'in-yjng_(T. chhin- geng), the part of the ceremony in which the bridegroom goes to the bride's house to escort her to his house. Some other elements of the usual ceremony may be changed, but one important requirement is ii the contract. Often the uxorilocal husband is in a rather weak position and can be easily browbeaten by the wife's family, so in the Yuan, Ming, and Ch'ing laws, it was ruled that a marriage contract must be written up, called a M. chao-hun tzu [T. chio- hun jil, clearly specifying how long he will remain in the wife 5 family, when he will be permitted to leave with her and their children, what rights he will obtain, what duties he will take up with respect to the wife's family, and which kin- ship lines the future children (particularly the males) will follow (IN§; 111, 112). This was true under the Japanese as well; in 1917 it was ruled that such a contract was a legal requirement of such a 73 marriage, and it was further specified that in the absence of such a contract the relationship was to be regarded as simple cohabi- tation, and that to have it recognized as a valid marriage, a con- tract had to be written up specifying the assignment of children and whether it was a permanent or fixed-time relationship (INS; 112, 134n, 256). The simple act of registering the marriage with the household registry did not legally establish the relationship. The husband, through his agreement to the contract, had, either permanently or for a specified length of time, to live with the wife in her household. He became a family dependent in that household, but his relationship was ambiguous. He was supposed to take on only an affinal role in the wife's family, not the role of a blood relation of that family or a member of that family's kin group (INS; 112). As we have seen, however, the situation could be much more complicated than that. The uxorilocal husband could, at times, take on a "quasi-blood relationship" within the wife's family. In any case, as a dependent member of that family, he was subject to the wife's family's elders' rights and/or household head rights. In addition to these general duties of his, to obey those holding the above rights over him, he had also to produce heirs and meet the conditions set out in the contract, including that of support. We have noted that depending on the type of relationship entered into, and depending on the particular clauses in the con- tract and the rights and duties thereby transferred, the husband may or may not change his surname to that of the wife. According 74 to the compilation of Taiwanese customary law, a court ruling in 1910 held that the uxorilocal husband maintained, in any case, his "blood" relationship to his natal family and his membership in his original kin group. Thus he kept his own surname (INS; 112). This may have been true in the law books, but clearly went against the customary arrangements; though it has perhaps always been most com- mon that the husband keep his own surname, it was not uncommon for him to add the wife's surname to his own, or, though this was the least common of the three, to change it completely (see Tai 1966: 146). While the husband did not lose his original kin ties or nominal membership in the kinship group to which he was entitled by birth, certain other rights and duties were curtailed. During the time that he was resident in his wife's family, for instance, all rights and duties which arose from the family-dependent relationship (such as the duty of following the orders of one's own family elders or the family head) were ended, since they were replaced by the same rights in the hands of the elders and the head of the wife's family. Another sort of curtailment, of course, depending on the clauses in the marriage contract, was in rights Unand over children. As was noted earlier, during the Japanese period it was something of a legal requirement, to make the union valid, that there exist a contract with clauses specifying the assignment of children to sur- name and kin line. This kind of clause was almost always found in such contracts from other periods as well, because it was naturally 75 an important factor in the relationship and a source of potential trouble. Those children assigned to the husband in an uxorilocal marriage, who were to follow his surname and give sacrifices in his kin line, had, in the customary law, legal relations to their parents and other kinsmen which were essentially the same as those in "regu- lar" marriage. The legal status of those assigned to the mother and her kin line, or those destined to joint assignment to both the father's and mother's lines, was a bit more confused. In Tai Yen-hui's Opinion, the kinship relationships of such children arose from their birth, and not from any sort of implied adOption (INS; 113). This is, in a sense, paradoxical. The same natural process (birth) produces two different kinds Of children with two different sets of rights and duties, but the distinction between the two kinds, the allocation of individuals to each group, is, of course, a cultural process. Logically, this is connected with considerations about the status of the uxorilocal husband with respect to the wife's family. To the degree that the marrying-in husband is viewed as an affinal relative in his wife's family, the custom of allocating one i or more sons to that family to take that surname and sacrifice to that kinship line must be seen as matrilinealdescent.(This is the custom Often referred to as M. huan-sun [T. hoan-sunl; customarily the first son is assigned to the inviting family, though this is modifiable in the contract.) The logical alternative to this (matrilineality, as noted elsewhere, is usually attributed to 76 barbarians) is to have the husband change his surname, adOpt him, and then there is no problem with the mode of descent; it is simple ’ patrilineal descent. What this does, of course, is to shift the_ logical problem elsewhere in the system. Now a "son" is married to a daughter, and one is uncomfortably close to the incest taboo. I have not seen uxorilocal marriage discussed in precisely these terms, but this is what is meant when it is argued that the uxorilocal husband cannot be viewed as having been adopted because those (If the same surname don't marry, and those of different sur- names don't adopt. If the husband is viewed as adopted, then both I parts of the rule are violated simultaneously. However problematical the precise status of the uxorilocal husband may be in terms of Chinese kinship theory, when it comes to inheritance and other relations to property, it is not surprising that a number of fairly widely accepted and fairly clear rules have evolved. Traditionally the main arrangement (and this seems to have been true for Taiwan as well as the rest of China) was more or less as follows. The uxorilocal son-in-law had the right of management and disposal of his own personal property. This property was, in a sense, held in common with the children following his own surname and line. After his death (or at division if this occurred before his death) the property went to those children. If there were no such children, then it went to the children following the mother's line (see Tai 1966: 146; INS; 113). 77 It was noted earlier that the uxorilocal husband maintained "nominal" rights to membership in his natal kin group. As long as he was resident with his wife's family, he was considered a family dependent of that family, and not Of his natal family. Thus, during , this time he had no rights to the family estate of his natal family. If, however, he returned to his family and kin line before property division, he could participate in that diVision. ’As far as the original estate of the wife's family is con- cerned, the uxorilocal son-in-law had no rights Of possession, though he might have rights and duties of management of that estate. He usually had the right, however, to share equally with the family 7' whatever increase in the estate occurred through his management; often this was included as a clause in the contract. In the Ming and Ch'ing Codes, however, it was held that a permanent uxorilocal son- in-law had the right to divide the estate equally with an adopted heir, another instance where the uxorilocal husband seems to be equated for some purposes with an adapted son (INS; 114). At times, depending on the situation, a fixed-term uxorilocal son-in-law might also be given a portion of the family estate, called currently in Taiwan, according to the compilation Of Taiwanese customary law, 1. tam long-a pun, "carrying Off a basket of money," or T. t3g_ long-a pun, "measuring out a basket of money" (INS; 135n). Most of the above shares were, of course, subject to his having fulfilled the uxorilocal marriage contract satisfactorily. If the uxorilocal son-in-law has been adopted, that is made an heir, then he can, of course, inherit in the wife's family estate. 78 When it comes to the termination of such a marriage, the Taiwan Min-Shih Hsi-kuan TiaO-ch'a Pao-kao points out that the principles are the same as in ordinary marriage, but the positions of husband and wife are exactly reversed, and the uxorilocal son-in- law is not uncommonly driven out unilaterally by the inviting family (INS; 114). The man's departure from his father-in-law's household, taking his wife and some or all of his children with him, is called T. chhut-sia (M. ch'u-she). This may happen because the period in the contract has expired, because of mutual agreement, or he may unilaterally leave, or be expelled. There are two main points where this differs from the dissolution of regular marriage. After the death of the husband, his wife still maintains her affinal links with his family, even though she is not resident there. If she - remarries, then they are extinguished. The death of the wife, however, extinguishes his affinal ties with his wife's family, even though he may, through mutual agreement, continue to reside with them. This seems to be another indication of the relative inferiority of the uxorilocal son-in-law's position in the relationship (INS; 115). As far as the current legal status Of this form of marriage is concerned, I quote from INS; The Civil Code recognizes uxorilocal marriage as well as regular marriage, and this is done to remain close to custom. According to article #1002 the uxorilocal husband shall live with the wife, which is the meaning of the Old term chiu-hun. Also, according to article #1059, "The children of the uxori- local husband shall take the mother's surname; but if there are other provisions made in the contract, they shall apply." This is a change from the old viewpoint of passing on the sur- name and continuing the line. According to article #1000, "The uxorilocal husband shall prefix his wife's surname to his own. If provisions are made otherwise in the contract, however, they shall not be limited by this." 79 This last provision does not follow the custom, so one might ask why it has been included. It was desired to give some recognition to sexual equality, and to express the fact that in uxorilocal marriage the wife has transformed her status. The relationship between uxorilocal husband and wife is a marital one. The relationship of their children to the husband's or the wife's family line is equally a blood rela- tionship in each case. Because the Civil Code is based on ideas of bilateral descent and inheritance, whether or not the children are family dependents does not distinguish between them, nor does a difference of surname. The recognition of the freedom of the parties to the contract to specify in the contract the allocation of surnames to the children and the assignment to the ancestral lines of the mother or the father has not been put to the question in law, but according to article #1059, second part, the children of an uxorilocal hus- band in principle follow the mother's surname, but if provi- sions are made to the contrary in the contract, they shall be followed. Also, Article #1060, part 2, says that the children shall reside with their mother. As for the contract itself, and its division of the children with respect to surnames and property rights and inheritance, this can be viewed as an act of division by grant or testament (INS; 116). We now come to the second major type of uxorilocal marriage common in Chinese society. This, as has been noted, is the uxori- local husband (as opposed to the uxorilocal son-in-law); a man who marries into a family, but to a daughter-in-law (as second husband) instead of a daughter. There were several types of this form of marriage. First, families lacking sons or resident sons-in-law may invite in an uxorilocal husband to manage the family estate. This is the so-called T. chiO-hu che-soa*. (This is one reading of the last character, and it is the same, except for tone, as the reading T. gggf for "mountain"; in some areas of the mainland, at least, this type of uxorilocal husband is called M. tso-shan chao-fu ["uxorilocal husband sitting on the mountain"] [T. che-soa* chio-hu].) At the same time, the term M. tso-shan ("sitting on the mountain") 80 itself also has the meaning "manager, overseer," and is Opposed to M. ch'u-hai ("the one who goes to sea," "supercargo"). Second, if a couple was old, and had no sons to support them in their Old age (and one tends to forget, in an age of Social Security, just how serious a situation this could be), they might marry in a husband, after their son had died, to their daughter-in- law. This was, of course, the form called T. chiO-hu iong-lo (M. chao-fu yang—lao,_ "inviting in an uxorilocal husband to support the older generation"). Third, if a son dies leaving a wife and small children, his parents might invite in another husband for the daughter-in-law, to support and raise the children. This is called T. chio-hu iong-tsu (M. chao-fu yang-tzu, "inviting in an uxorilocal husband to support the children"). The children by the previous husband will call him "step-father" (T. Ngzflg; M. ENI:IN; or T. au-chek,NL hou-shu), and he will reciprocate with, for example, T. Ng;t§g_(M. chi-tzu) for his step-son. In principle, they should all reside together and the mourning grade of the children to him should be that for a step- father, but in Taiwanese custom they do not do so if they are already adult, and can independently manage the property themselves. If her children are independent and the mother still invites in an uxori- local husband, "then this is considered an immoral act (M. paj;tg) on the part of the mother“ (INS; 117). Fourth, if a family's only son has died, leaving a widow, then a husband may be invited in specifically to provide heirs. This is called T. chio-hu si*-tsu (M. chao-fu sheng3tzu). 81 Whatever the goals on the part of the inviting family, the goals on the man's part are said to be much the same as for uxori- local son-in-law marriage--1ack of money for the brideprice. One of the ways that this form of marriage differs, in fact, from ordi- nary marriage is that the expected amount Of brideprice is compara- tively small, at times nonexistent. Customarily, the man does not provide anything more than the cost of a mosquito net or other such bedroom furnishings (things brought by the woman in ordinary mar- riage). He may sometimes assume part of the cost of a feast for the family (INS; 119). This kind of uxorilocal marriage differs from the first type considered, apart from the fact that the wife is a daughter—in-law instead of a daughter, in that rarely is it a limited-term rela- tionship, in the sense of limitation to a definite number of years. The arrangements often specify that after the mother-in-law and father-in-law are dead, the husband and wife can then leave the household, or that after the birth Of sons they can leave. As in the other form of uxorilocal marriage, provision must be made in the contract for the allocation ofcfifildren.(Provision is gINgyg made, says INS; 118.) In this form, however, the situa- tion is somewhat more complicated, in part by the likelihood that there are also present children by the first husband. If the purpose of the marriage was not to provide heirs for the inviting family, then the children, in customary law, would follow the uxorilocal husband's surname and kinship line. What the provisions are in the contract, though, is very important. A 82 court ruling in 1913 held that if in the contract it was stipulated that the children should follow the kinship line of the inviting family, but somehow the opposite was entered into the household registry, this was insufficient to consider that they did not follow the inviting family; the terms of the contract took precedence over the household records (INS; 122). A common principle for the division Of children, as with the other form of uxorilocal marriage, was to have the first son follow the inviting family's line. Again following the reasoning with respect to the other form of uxorilocal marriage, they are considered,- legally, to be participating in matrilineal succession (complicated by the fact that the mother's relationship to her former husband's family is a bit curious). The sons who follow his surname and family line pose no legal or logical problems; they are participat- ing in simple patrilineal succession. As for the children of the woman by her first husband, according to a ruling of 1921 the uxorilocal husband had absolutely no kinship rights over them at all (INS; 122). A husband in this type of marriage is also in a more subordinate position in the inviting household than in the first type of uxorilocal marriage. He becomes a family dependent and must obey the elders Of the family or the family head. He cannot independently manage the affairs of the family, and an important characteristic was his inability to _ live other than where his wife did. According to a court ruling of i 1908, moreover, he was barred from becoming head of the household into which he married (INS; 119-20). 83 The status of this kind of uxorilocal husband differed from t the first, though, in that there was no question of his being regarded as adopted into the family. He Obtained no membership status in the inviting family's kinship group, nor did he lose membership in his own (according to a 1910 ruling; TMS: 120). Although he gains no rights to the new family's estate, he does, as long as he resides with his wife, lose his rights as c0parcener in his own family's estate. He does not usually take the inviting family's surname, and is considered to have only an affinal rela- tionship to the wife's natal family, not a blood relationship (or even "quasi-blood relationship”). In this respect this form of uxorilocal marriage is closer to ordinary marriage than is the first form. With respect to the inviting family, that is the family of the wife's first husband, the second, uxorilocal, husband is held to have no legal kinship relationship at all. While he is resident there, he is subject, of course, to the elders' rights and the household head's rights of that family, but after the death, for instance, of the woman who is the center of this relationship, the uxorilocal husband is held to have no longer any standing as a person with kinship rights in that family (according to a 1921 court ruling; TMS: 120). As far as property rights are concerned, this uxorilocal husband's rights were much the same as those of the other type. He had rights of management and disposal over his own property, and at his death the property was inherited by the sons following his 84 line, not the sons following the inviting family's line. If he had no sons, though, the property went to the inviting family. He had few rights in the prOperty of that family, but he did not lose his position as a c0parcener in his natal family, if and when he returned. What rights he did have in the estate of the inviting family were subject to the limitation of the contract and its fulfillment by him. These rights were generally limited to helping in the management of the estate and the domestic affairs of the family. He had no rights of inheritance nor had he any inde- pendent rights to management or disposal of the estate (INS; 121, 122). Polyandry At this stage, the discussion leads naturally into a des- cription of a number of other "irregular" forms of uxorilocal mar- riage. I include these not for their curiosity value but because, though they are and were statistically rare compared to "ordinary": uxorilocal marriage, they were widespread geographically and are V important to fill in the complete spectrum of variation on some basic themes. We have seen that one form of uxorilocal marriage took place when a woman's first husband died and for a variety of reasons she preferred to (or, more likely, had no choice but to) remain in her husband's family and bring in another husband uxorilocally. We have also seen that this was an institutionalized and accepted practice in some areas even when the husband was not known to be dead 85 but had been missing for some time (see "companionate marriage" above, and Hui-an Hsien in Fukien referred to in NSS; 1587 where this was called M. shih tsung chao-fu, "inviting an uxorilocal hus- band when the first husband is missing"). The next logical step is for this form of marriage to be practiced before the husband is dead--polyandry. In Fukien Province, according to the Chung-kuo Min Shang Shih Hsi-kuan TaiO-ch'a Pao-kao Lu (Report on the Inves- tigations Into Customary Law in China, MSS), In Ku-t'ien Hsien wives are quite ordinarily able, with the husband's permission, to marry in another husband uxori- locally for a period of perhaps ten years, turning the bride- price over to the first husband for his use. This is called "hanging up the curtain" M. kua-chan . Those children born dur- ing the ten-year period will Be raised by the uxorilocal, second, husband, but sometimes, if the first husband lacks heirs, it is agreed that the first son born during the ten-year period will follow the second husband, but that the rest will follow the first husband. They refer to each other as "intertwined brothers" M. chiao-chia hsiung-ti, and if they are equally well- off, and their mother dies, they will fight over who is to carry out the sacrifices and burial, paying no attention to popular opinion. This custom is practised in Ta-tung Hsiang of Ku-t'ien Hsien, but it is not yet known to have led to litigation. When, because there are many children, it's difficult to provide the daily necessities, and the husband finds it difficult to sup- port even himself, and so another, uxorilocal, husband is brought in, he is called a "helper" (M. an -t'ui). The general circumstances are similar to those in the first form, "hanging up the curtain," but the period Of uxorilocal residence is only two or three years (NSS; 1585-86). In Fu-an Hsien, in the area of Hsi-pei Hsiang, there is still an evil custom called T. ak chhe [The first character .seems to be a dialect character, re ated, I assume, to the Taiwanese dialect character pronounced T. 2952 which means "to hire, rent," and which can be used in reference to persons], "rented wife." Usually it is because party A has no wife, and does not have the wherewithal to marry one in, and party 8 has a wife but is unable to support her. The rental price is no more than ten taels (M. chin), and the period of time varies from perhaps three to perhaps ten years. The children born within that period follow A. If she is to die within the time 86 period, then both A and 8 together arrange for the funeral. When the time period is up, and if the first husband can redeem her, then it must be permitted. If not, then she remains the wife of A (NSS; 1602-1603). In Chekiang and many other areas, this sort of marriage was called, appropriately enough, "inviting a husband to support a husband" (M. chao-fu yang-fu); it was described as "frequent among the lower classes,” and it was specified that if the first husband had no sons, sons by the second husband could inherit from the first (NSS; 1530). The custom was also found in Hsia-p'u Hsien, Fukien (NSS; 1604), and in P'ing-nan Hsien, where the husband was called "helper" (M. pang-t'ui); the time period was said to be usually three to five years, and the sons born to the second husband were at times able to inherit from the first husband. This custom, it was claimed, had formerly been more prevalent, but had declined in recent years (NSS; 1606). In Chu-shan, Ching-shan, and Ch'ien-chiang Hsiens, Hupei (these areas seem to have been particularly well studied), it was also called M. chao-fu yang-fu; in Chu-shan Hsien he had to change his surname to that of the first husband, while in the other two Hsiens, he did not (NSS; 1653). In Yuan Hsien, Hupei, where it was described as "quite rare," the second husband also did not change his name (NSS; 1667). In Ch'eng-ku, Tz'u-yang, Mien, and other Hsiens of Shensi, There are women, already with husbands, who invite in another husband to come and live with them, in order to support the family. This is called M. chaO-fu yaggffu. This sort Of custom is frequent in the Hsiens south Of the Han River. In seeking reasons for this, one finds that in most cases it is out 87 because the first husband is disabled and cannot make a living. The couple, after consultation, are forced to do this. There are also those, however, who are not disabled, but through the profligacy Of youth have expended the family property, and so endure humiliation, swallow their pride, and allow the wife to marry in another husband (NSS; 1702). In other areas of Shensi, If a woman is promiscuous, or if her husband becomes paralyzed, or deaf and dumb with senility, or disabled through aberration cn- some other sort of illness, and cannot make a living for his family, so that they become poor, and exposed to the cold and hunger, and there is no other way out, then after discussing it and freely agreeing to do so, they can ask a go- between to seek out a man to marry in and live uxorilocally, in order to support the first husband. A contract is written up, called an uxorilocal marriage contract, which clearly stipu- lates that they cannot mistreat the first husband. There are also cases of this happening when the first hus- band is not at all sick or disabled, but has just, through youthful profligacy, gambling, and inattention to his proper business, completely dissipated the family estate, so there is no alternative but to endure the humiliation, swallow their ride, and allow the wife to marry in another husband (MSS: 1718) This sort Of polyandrous marriage also was practiced through- most of Kansu: Kansu has a special kind of evil custom called M. chao-fu an -fu. For instance, if A has married in B as his wife, and if later he becomes debilitated from age, or he is struck down with a serious illness, or he becomes poor to the point that he cannot any longer support himself, then the wife, 8, can, with A's permission, marry a man C into the household to live uxori- locally and support the first husband. Everything in the house- hold is his to use. If later, sons and daughters are born, which father they should follow is decided through oral agree- ment by the two sides. The relatives of A cannot interfere in this. This form of marriage is definitely not considered shame- ful by society (NSS; 1769). A commentary is appended to the above, listing the names of those making the reports on which the notice is based, and the areas within Kansu reported on. It then continues to the effect that “according to the investigations of this Committee, this evil cusumiis found practically everywhere in Kansu, and if it is to be 88 forbidden by law, this will have the unfortunate effect of imme- diately cutting off the sources of support for large numbers of people." I do not know of any descriptions of this form of marriage from Taiwan. How prevalent it was in the past is now impossible to tell. It was no doubt rarely encountered, but it did occur. The collection of legal documents and commentaries titled (in Chinese) the Taiwan Szu-fa Jen-Shih P'ien contains at least one contract for a M. chao-fu yang:fu marriage: The executor of this contract of chao-fu yang-fu marriage, Wang Yun-fa, married, as wife, the daughter of Li San named Hsiu-liang, twenty years of age this year; they have been mar- ried four years. Hsiu-liang cares every day for her parents- in-law, is very obedient and filial, and in her regulation of the family, one seldom hears any recriminations; having married' a wife like this, one can really set one's mind at rest. In recent years, however, the executor Yun-fa has become ill and disabled, is physically less than a man, the family has become impoverished, cannot meet its expenses, and are unable to borrow money anywhere. Though they are poor, they are still alive. Thinking that "of the three unfilial acts (leaving no descendants is the worst)," and that youth will not return, husband and wife have discussed the situation day and night, and have decided that indeed there is no other way. Wishing to preserve virtue, and thinking that a family Of several persons will hardly go without food, they have decided that only with a chaO-fu yang-fu will they be complete. Therefore they have asked in a gO-between, to discuss the matter of the marriage. The go-between has found Wu Chin-wen, the oldest son of Wu Chiu, to marry in uxorilocally, . to form man and wife. They have agreed that they do not want any bride-price, but that each month he must provide twenty dollars to cover his expenses. Should sons later be born, and grandsons in turn, then whether there are many or few, they shall all sacrifice to the two family lines. 89 The two sides are willing and in agreement, and neither will have later regrets. Fearing that there is no evidence of the spoken word, one copy of this chaO-fu yang-fu contract is drawn up as evidence. Scrivener Cheng Ju-shui GO-between Mrs. Ch'en nee HsU Witnesses Wang Chin-fa Wang T'ien-fu Executor of the chao-fu yang-fu contract Wang Yun-fa T'ung-chih 9 (1869), third month (Taiwan Szu-fa IV: 571). Analytic Model for Uxorilocal and Polyandrous Marriages One of our informants, a T. tgj;§g_(M. tai-shu) or "scrivener," one who makes a business of writing up contracts, other official documents, and may also become a mediator and informal legal counsel,{ said that uxorilocal marriages are generally more likely to end in divorce than regular marriages. Usually this is said to be because the woman's parents are likely to be critical and fault-finding with respect to the uxorilocal husband. He said that for the woman's side, her parents want to ensure descendants and/or support in their Old age. The motives on the man's side are primarily economic. He can, by marrying uxorilocally, set up a household and family without most of the usual expense. Basically, the scrivener argues, there is no great difference between uxorilocal husbands who take their wife's surname and those who do not. The decision is an individual one, made by the parties involved in each case. Thescrivenerhsarguments about the instability of uxorilocal? marriage should sound familiar to those interested generally in : kinship and social organization. Buchler and Selby say that: 9O . . . Our concern must be directed at the transference of rights between groups linked by the conjugal dyad. It seems that cor- relates to . . . anomalous structural features are to be found in the degree to which rights in uxorem (over a woman ggg_wife), and rights in genetricem (over a woman ggg bearer of children, or over the progeny of a union) are transferred from the family of orientation of the woman to the man or his group with whom she coresides (1968: 28). All of this was writtenirithe context of a discussion of the Nayar case, which is in many ways different from the case of uxori- local marriage in Chinese society. They go on, however, to make a more general point, and to suggest a cultural universal. Whereas Gluckman correlated divorce rates with degree of patriliny (Gluckman 1950: 166), Fallers proposed a correlation with the degree to which women were absorbed into the man's lineage: Where a woman, either through the complete transfer of her’, child-bearing properties or by other means, is socially absorbedf into her husband's lineage, patriliny tends to stabilize mar- riages; where a wife is not so absorbed and thus remains a member Of the lineage into which she was born, patriliny tends to divide marriages by dividing the loyalties of spouses (Fallers 1957: 121). Buchler and Selby point out that, following Levi-Strauss, it does not logically matter whether we regard the exchange from the point of view of the male or female. From the female point of view we would state the conclusion as follows: the degree to which the female or her group retains rights in genetricem and in uxorem will be positively correlated with the degree of instability in the marriage (Buchler and Selby 1968: 29). Thus, the many indications of a tendency to relative insta- bility in such marriages are not surprising. Buchler and Selby's work has some other points of interest in this connection. Reporting on Selby's research in the Oaxaca 91 Valley, they consider postnuptial residence, and discuss a number of points which should sound familiar to the reader of these pages. Although a statistical summary of residential forms dis- plays an amazing disparity, the jural pattern of postnuptial residence in this village is virilocal. To an actor (and his family) postnuptial residence (which will permit access to the household resources by the coresident) poses problems in strategy, which are seen to be resolved appropriately only in the context of a number of situational factors. For a man there are two alternative patterns of postnuptial residence, virilocal and uxorilocal. Virilocal residence is the preferred form, not in the statistical sense that it is the ”normal" form of residence (which it is), but in the sense that positive value attaches to it. Associated with residential choice are a bundle of activi- ties . . . undertaken by both families whereby the hand of the potential spouse is "sought"; arrangements are made for the wedding; and financial commitments are made by both sides in deciding how much of a contribution will be made by each side to the expenses of the wedding. . . . By arranging to seek the hand of the groom, the family of a potential bride can arrange an uxorilocal marriage. As mentioned earlier, the jural or normative rule is viri- locality, to which positive value is attached. Positive value is also attached (by actors) to the resources of the household, and each actor (actor in the sense of negotiating family) attempts to maximize the values of the transaction. A male gains an initial "profit" by arranging a virilocal marriage. The com- parative "loss" on the part of the bride is made up by the fact that she marries into a household with greater resources than her household "of orientation." Thus jurally we have a pattern of what the anthropologist would call hypergamy, and the native actor an equivalent exchange. Consider the Opposite situation--that of uxorilocal mar- riage. Uxorilocal marriage is not evaluated neutrally, but a negative value is placed upon it (from the point of view of the male actor). Thus a proportionately greater degree of incentive must be injected into the transaction'hiorder to make the exchange between the two families a fair or equal exchange. Thus in the case of uxorilocal marriage the differential will be prOpor- tionately greater than in the case of virilocal marriage (Buchler and Selby 1968: 49-50). Almost all of this could be in reference to uxorilocal mar- riage as found in Chinese society. It is gratifying, if not entirely surprising, to see such an interesting example of general sociological 92 principles in operation in very different and geographically very separate societies. They go on to suggest that the "incentive" mentioned above can be thought of in much the same way as "relative deprivation"; "economic differential sufficient to provide adequate incentive (for uxorilocal marriage in this example, but by inference to virilocal marriage as well) will vary directly with the economic status of the 'lower' party in the exchange" (1968: 50). Data are presented to show that of eighty-four households surveyed, the family that sought the hand of the spouse was always richer than the other family in the transaction. Though I do not have at my disposal all of the economic information necessary to make the same argument about the general form of uxorilocal marriage in Chinese society, I strongly suspect that similar results would be found. This would be an interesting topic for further research. Buchler and Selby argue that this kind of decision-oriented approach provides a bridge between jural accounts on one hand and statistical summaries on the other, but it is then necessary to . . have recourse to principles that underlie behavior, as formulated by the native- -speakers, and implicit in their behavior. This requires an ethnoscientific definition of the behavioral parameters, an approach that requires of the infor- mants that they indicate the behavioral segments they regard as critical to ordering their behavior as well as the situational determinants of decisions in the context of the behavioral seg- ment. For example, it appears that residence per se is not an appropriate frame of reference for analysis. It is subsumable under the more general domain of analysis of status differen- tiation and exchange. The critical observed behavior is not the physical translation of a member of one family to the beha- vioral environment of another, but rather the negotiation of sexual, physical, and economic rights involved in the process of the pedimiento (1968: 52). 93 "Pedimiento" refers "to that set of activities undertaken by both families whereby the hand of the potential spouse is sought" (1968: 49). The underlying principles of exchange in this model of uxorilocal marriage in the Chinese case (following Buchler and Selby 1968: 52) are as follows: Each party to the exchange contributes what each thinks are ; approximately equal values, defined in the following ways: 1. A positive value is attached to postnuptial residence (that which determines what household the actors are in, and what position they have in the household, and hence their rights and duties) that follows the pattern in the dominant ideology (viri-patrilocal in this case). A positive value will be attached to the resources under the control of the households involved. A positive value is attached to allocation of children (particularly, but not exclusively, sons) to a certain surname and to sacrifice to the ancestors of a certain line, which follows the pattern in the dominant ideology (patrilineal in this case). The value of the resources attached to each actor will be calculated in two ways. a. The differential evaluation of resources (economic and other). b. The relative position of each actor in terms of locally relevant socioeconomic divisions. 94 Knowledge, then, of the socioeconomic variables and the relevant cultural principles underlying such exchanges should make it possible to "generate," or predict, what line of action will be taken in particular situations. This model, as is noted, is one of decisions made in exchanges involving postnuptial residence. We have seen, however, :2 that in Buchler and Selby's view, and my own, what is really important: is not the residence itself, but status differentiation and exchange; ; the exchange of sexual, physical, and economic rights over and in I persons. From this it should be clear that this model, with suitable modifications, should also work to generate or predict other kinds of marriage and, I will argue, the various kinds of adOption as well. In a sense this is "common sense." It should be no sur- prise that such things as marriage and adOption, actions with social and economic consequences, should also have social and economic con- ,5 straints. What is important, I suggest, is that there is a relatively small number of principles which are interrelated in particular ways, principles which can, in specifiable circumstances, generate particu- lar, observed, social forms. In this way a kind of unity can be postulated for what are otherwise rather disparate and seemingly unrelated forms, and thus understanding, in at least one sense of the term, has been advanced. Double Generation Marriage_ When a man died leaving a number of children and little to support them, we have seen that one way of dealing with the situation was through uxorilocal marriage. A second husband was married in for 95 the widow to support her and her children. In certain circumstances she might marry out and take her children with her. This was, in fact, a common enough practice that it was associated with particular local terminologies in a variety of geographic areas. When a woman took her children with her to another marriage it was quite common to differentiate between those of her children who continued their former kinship connections (M. huo-tai, literally "bring alive," or "bring and maintain their former status"), and those who did not (M. szu-tai, literally "bring dead," or "bring and extinguish their former status"). In Shan-hsi it is recorded that: When a widow brings along her former husband's children when she remarries, they are colloquially divided into M. huO-tai and M. szu-tai. NO matter how long she has been widowed, those children who do not change their surnames, and for whom it is clearly stipulated in the marriage contract that they will later return to their original kinship line, are called M. huo-tai. The M. szu-tai are those children whose surnames are changed to that of the second husband. Their given names remain the same, and they inherit equally with the step-father's own children. If he has no such children, then they can succeed him (NSS; 1436-37; see also pp. 1447, 1450, 1454, 1723). In another area of Shan-hsi it is said that step-children in such situations called one another M. ke-shan hsiung-ti chieh-mei, literally "siblings separated by mountains" (NSS; 1447). In parts Of Chekiang this was called M. sui mu chuan-chia, "following the mother in remarriage": . . When a widow has no children or has children but the family is poor and it is difficult to support them, she is per- mitted to remarry. As for her children, if her former husband has parents and brothers, she can leave the children with them. If not, then she may take them with her. If there are people in the first husband's family who can support and raise them, but the mother and children cannot endure living with them, . . in thatcase she may remarry and take the children with her. Furthermore, for the children there may be a specified time 96 limit, after which they return to their original kinsmen, or they may stay permanently, as integral parts of the family (NSS; 1567-68). In parts Of Fukien the former category of children, or at least those who kept the former husband's surname after moving into the step-father's household, were called M. yg;t'ung tzu, a term that I cannot satisfactorily explain. In a society in which parental arrangement of marriages was taken for granted, and such practices as the adopted daughter-in-law were so common, it is not surprising that a common variant on the pattern under discussion was one of I'double generation marriage"; that is, the marriage of a man and a woman, and, at the same time,' the marriage to each other of their children by their respective former spouses. In Shan-hsi and some other areas, this was called "brother- sister marriage": When a woman remarries, and takes her children with her, she can then marry one of her daughters to a son of the second husband. This is called M. hsiung-mei hun "brother-sister marriage" (NSS; 1436). When a widow remarries and takes one of her own daughters 1 along as wife of a son of the second husband, this is for cur-. rent support, and future marriage. This is quite common among{ the people. It is necessary, however, that both sides agree, = that the services of a go-between be secured, that gifts and , marriage documents be exchanged, and that a regular betrothal / be carried out. When the girl has reached marriageable age, I and the marriage has been completed, then the two families will interact with each other just as do ordinary affines. The woman who has remarried, however, must not again go to her former husband's family, so as to symbolize their limited relationship to her (NSS; 1450-51). 97 In parts of Chiang-hsi, a betrothal contract was added to the marriage contract (of the parents) in such cases, or a separate marriage contract was drawn up (NSS; 1515). In Fu-ting Hsien, Fukien, . . . When a woman's husband dies she commonly takes her children with her when she remarries. Sometimes her son might marry a daughter of her second husband by his former wife, or her daughter might marry a son of the second husband by a for- mer wife, so that the parents and the children, respectively, marry each other. Colloquially this is called M. t'ao-hua chia- .gNg, "grafting a peach blossom onto bamboo" (NSS; 1603). This last account is most interesting, as this is the phrase that is used in such cases in Taiwan (T. tho-hoe ngpeh-tek; see, for instance, Wu 1969: 142-43). The peach blossom is a common symbol for the female, and the bamboo here is representative of the male. The Levirate, Sororate, and Cousin Marriage_ Thus far, a number of alternative solutions have been con- sidered for the problem of what to do when a woman with young children is widowed. A logically obvious solution which has not yet been discussed is that the dead husband's position in the marriage be occu- pied by his brother. This institution is commonly known as the levirate, and has many advantages. Because the sociological situa- tion does not change in terms of the relationship between the two affinally linked families, no money or new presents need change hands. The brother of the original husband gets a "free" wife, and neither familyhas the problem of what to do with the woman. Exactly whose right it was to marry her Off again, however, and so receive the brideprice and marriage presents, was in any case variable and subject to dispute. If there were children, the levirate could be 98 an ideal solution. The children would be kept in the first husband's family, and his kin line would be in no danger of dying out. The popularity and acceptability of M. kuo-fang adoption, adOption within the patrilineal kingroup, meant that it was quite natural for the second husband, the original husband's brother, to care for and sup- port his dead brother's children and have them share in the division of his estate upon his own death. The problem with the levirate was that it was seen, at least in the value system of the elite classes, and in the written classics, as a rather alarming sort of incest. It was not the worst fonm, to be sure, but it was, nevertheless, abhorrent. One writer comments on slave girls that they might find themselves being pursued by two brothers. The idea of two brothers having sexual intercourse with the same woman, even if serially, was disgusting, as, in greater degree, was the idea of father and son in the same situation. Functionally, of course, such a prohibition would have helped maintain harmony within a household in which more than one married brother lived. Such a function was obviously more important in gentry, elite, circles where such a family size was possible, than among peasants and other poor peOple, who had little chance to (and perhaps, in some cases, little desire to) develop and maintain such a coresident kin group. Structurally, one can also see this prohibition as an index Of the degree to which a woman was seen to be incorporated into the kin group of her husband. The act of marriage quite clearly reduced l1£2r~ kinship ties to her natal family, and just as clearly established 99 her within the husband's group. In a sense, then, she is incorporated into the kin group to such a degree that her sexual availability to the males of that kin group becomes ambiguous. Such a prohibition is not, however, common in other societies with patrilineally organized corporate kin groupings. Robin Fox says: It is interesting that the exogamic ban in China extended to a widow of an agnate. Thus, if a man died his lineage had to marry his widow off to another lineage (if she was allowed to remarry). Usually, in patrilineal societies the Opposite has been the case; once the lineage has Obtained a woman it hangs onto her. Very Often, for example, she is married to her dead husband's brother; a custom known as the levirate. China however was an exception to this, and I do not know the reason why this should be (Fox 1967: 117). I suggest that it is not really a big problem to explain the absence of the levirate. It was, in fact, not absent. Fox says, in another context, of China that "in such a complex society there was room for flexibility" (1967: 116). That is certainly true, especially given the nature and functioning of the class system. From the point of view of the society as a whole, China was able to have her cake and eat it too; there was a prohibition on the levirate and there was the levirate too. There was far more variation and heterogeneity in China than is usually depicted. In the elite value system it was quite easy to set up a rule which prohibited the prac- tice of the levirate, and get it cannonized in the classics. If such a prohibition "helped" anyone at all, it was those in the elite class with large corporate kin groups to maintain. It could then also be used as a measure of elite status. Any family which, for lOO economic or other reasons, found it advantageous to practice the levirate defined itself as nonelite by so doing. The lower classes were generally left to go ahead and follow whatever "disgusting" or "evil" customs they wished, so long as the social, political, and economic status quo was not threatened. In fact, analytically, it was in the interests Of the elite to make sure that there would always be a clearly defined lower class, one defined so as to be clearly different from their own. Surely one of the reasons that there was a ban on marriage to widows of agnates in China, while other societies with patri- lineally organized kin groups tend to follow the levirate, is because China had an elite class and a long and prestigious literary tradition which was shaped by, and helped support, that elite class. In other societies, once a lineage obtains a woman it holds onto her because to do so makes good socioeconomic sense; it is a rational use of resources. To do otherwise is expensive, in a number of senses of that term. One can argue, then, that the ban on the levirate in China is a form of conspicuous consumption. So, also, are some other . customs_which are connected with this in various ways, like the ban on the remarriage of widows to anyone, footbinding of women, and so on. These things are expensive, but they were also necessary for a mini- mal definition of membership in the elite class. This argument sug- gests that many, if not all, of the social forms forbidden by the elite and in the classics should be found actually to be the practice in nonelite classes. One of the things I am attempting to demonstrate 101 is that this is in fact so. The levirate did exist, as we shall see, but seemingly was not prevalent among the elite. The Min Shagg_$hih Hsi-kuan TiaO-ch'a PaO-kao Lu says, for parts of Shan-hsi, that If the Older brother dies, and his younger brother has no wife, then the younger brother can take his sister-in-law as wife. If the younger brother dies and the older brother has no wife, then he also can take his sister-in-law as wife. The compiler's comment is as follows: This marrying the wife or concubine of a relative is not permitted in the law. Moreover, in regard to right human relationships and public morals, this is truly an evil cus- tom (NSS; 1418). In another part of Shan-hsi, When an older brother dies, leaving a widow, the younger brother can, with the services of a go-between, marry his widowed sister-in-law. This is colloquially called M. chieh- th hun "continuing marriage" (NSS; 1434-35). In yet another part of the same province, When a family is poor, and among several brothers one who has married dies, then one of the brothers who has no wife can, after discussing it with the woman's family, marry her as his wife. This is called M. t'e-pieh th-ch'in ("special remar- riage"). The compiler's comments: This custom was reported by the Hsien Magistrate Chang Liu-hsing, and is the same as that in . . . [other named Hsiens]. Marrying the wife or concubine Of a relative is clearly prohibited in the current Code. These customs in these Hsiens cannot be regarded as having a beneficial effect on pub- lic morality (NSS; 1455). The same custom was found in parts of An-hui, and is reported with the comment that "no custom is worse than this" (NSS; 1477-78). In parts of Chiang-hsi the levirate was called M. sheng-fang, lit- erally "elevating to another branch," when it was the younger brother 102 who died, and his older brother married the widow of the former. "But this kind of evil custom is found only among poor families" (NSS; 1505). In Kan Hsien of Chiang-hsi Province The evil custom of the levirate, which is found among the peOple, is most flourishing in Kan Hsien. For instance, if among several brothers only one has a wife, and he dies, then his wife is then re-married, to his older or younger brother. If the brother then dies, she can be again remarried in this fashion. A certain previous Hsien Magistrate strictly forbade this custom, and it has decreased somewhat, but in remote vil- lages it is still quite common. Also, some are forced into this by the excessive cost of brideprice and wedding presents (NSS; 1510). In Lin—hai Hsien, Chekiang, the levirate was said, again, to be found among people of poor families, and was called M. shu-sao chieh-mien, "joining brother-in-law and sister-in-law" (NSS; 1548). For another part of Chekiang a similar account is found, and the custom is compared, implicitly, to uxorilocal marriage: The custom of the "estate-managing uxorilocal husband" (M. tso-ch'an chao-fu) is found in various parts of Chekiang. In P'ing-hu Hsien it is found as well, and the second husband is called M. tien-fu, "supplanting husband" or M. chuan-ch'e chu "axle." Moreover, there is also the custom of a brother-in-law marrying a sister-in-law. For instance if a woman's husband dies, and her brother-in-law is adult, and the family is in dif- ficult circumstances, then either with the woman's parents-in- law making the arrangements, or the two persons themselves agreeing, the two may become man and wife. This custom, however, is found only among the lower classes of society (NSS; 1557). In yet another part of Chekiang (where the custom is called M. chuan-ch'in, "transferring the relationship"), it is said that it may be practiced because the family is poor and cannot afford another marriage, or it may because the two peOple have already formed an illicit relationship (NSS; 1559-60). 103 It is claimed that in areas of Hu-pei (where the levirate is called M. lun-hun, "regular, or natural, marriage," which must be a euphemism for M. lun-hun, "rotating marriage") no marriage document is used, and no go-between, and the marriage may be the result of the free agreement of the two parties, or the woman may be forced to make Obeisances to the ancestral tablets, thus concluding the mar- riage (NSS; 1615; see also 1668). In a number of places in Hu-pei thelevirate was called M. chuan-fagg, "transferral to another branch," and in Wu-feng Hsien it is said that it was not permitted that a man marry his own brother's widow, but he could marry the widow of some other member of the same 'generation within his lineage (NSS; 1629-30; see also 1653). There are also reports from various areas in Hu-nan (NSS; . 1679; 1681), Shen-hsi (1744, 1745, 1756), Kan-su (MSS: 1775, 1801), : Chih-li, and so on. It is curious, though, that I have yet to find references to its practice in Taiwan. I do not know why this should7 be; I would expect it to be practiced, and given the zeal with which many writers have pointed out "evil" and “low" customs in Taiwanese society, I would expect it to be recorded if it had been observed. A discussion of the levirate quite naturally brings to mind 7 its logical companion, the sororate. This was evidently much less common than the levirate was, which should occasion no great sur- prise. If it was in the interests Of a patrilineally organized corporate group to "hang onto" thewomen it had married in, because it was expensive to do otherwise, it was also sensible for the same group to marry off its own women in a regular way, so as to obtain 104 the bride-price and extend its affinal ties. In the sororate neither of these goals is likely to be furthered. Still, the sororate evi- dently did exist. In Yu-yfi Hsien, Shan-hsi, If A marries the oldest daughter of B, and then she becomes ill and dies, and B has a second daughter, he may marry her to A as his second wife. This happens in those families which have good and close relationships (NSS; 1448). This was called M. th-ch'in, "continuing the relationship." In an area embracing five Hsien in Hunan, . . If A has two sons, and B has only one daughter, and [the families of] A and B have long had affinal ties, or they are particularly good friends, and B' 5 daughter is of an age with A's Oldest son, then they may marry. If A's oldest son later dies, and A does not wish to break off the good relation- ship, then he can ask that B's daughter be married to his (A's) second son. Also, if A and 8 each has several sons and daughters, and B marries a daughter to a son, of the right age, of A (A's other sons having already been betrothed or married), and later 8' 5 daughter dies, A can ask to have 8' 5 second daughter Himar- riage to his widowed son. Both of these are attempts to con- tinue the relationship in the face of change. In these various Hsien, they are colloquially called M. huan-ch'in, "changing relations" (NSS; 1681). There is an exceedingly brief account from a Hsien in Shensi (where it is also called H. th-ch'in, "continuing the rela- tionship“), and one from the present Hupei (the term for it is the same), wherein it is said to be no different from ordinary remar- riage (NSS; 1293). I think that it is quite significant that out of perhaps 1,500 reports, in over 500 pages, on kinship, marriage, and inheri- tance, the Chung3kuo Min Shang Shih Hsi-kuan Tiao-ch'a Pao-kao Lu has only a few notices on the sororate. Although they are very few, it seems significant that the element that receives emphasis is that 105 of the existence and maintenance Of good relationships between the two families, something that is not emphasized in the very many more reports on the levirate. The sororate, unsurprisingly, seems not to be a natural outcome Of structural features of Chinese kinship organization, but is there to be used when other, particular, cir- cumstances outweigh its disadvantages. Wolfram Eberhard (1968: 181)' gives a number of reports of the institution in various areas and time periods, but on the brief data he presents, they seem not to be institutionalized patterns, but rather, isolated and idiosyncratic cases. As with the levirate, I know of no reports on its practice in Taiwan. The levirate and the sororate are particular examples of preferential marriage patterns. A natural question arises about the occurrence of such patterns in Chinese society. Throughout Hu-pei, but particularly in Chu-shan Hsien we find . . the custom of two families intermarrying. . . . As for instance, when a girl of family A is married into family 8, and family 8 also has a girl, or a cousin, who marries into family A. There are even cases of such intermarriage when the genera- tions are not matched, as when family A marries in a girl of family 8, and then a paternal aunt, or some such relative, of A is given to the brother of the girl of family 8 as wife. In the commentary it is pointed out that though the original report was for Chu-shan Hsien, this custom was found throughout the area. It is also pointed out that except for intermarriages in which the generations are not matched, this custom was not contrary to the current Code (NSS; 1609). There is a companion report about cousin marriage: 106 In Chu-shan Hsien matrilateral cross-cousin marriage is most common, while matrilateral parallel cousin marriage is also not uncommon (NSS; 1609). Patrilateral cross-cousin marriage, however, is clearly prohibited. For four Hsien in Hu-pei, it is said that The children of a mother's brother can marry the children of a father's sister, and the children of two sisters can intermarry. In the customs of Chu-hsi and Yun Hsiens, except for the children of two sisters, who can marry, only the daughter of a mother's brother is permitted to marry the son of a father's sister. This is colloquially called M. chih-nU sui ku "the niece following the aunt (patrilateral),“7and it is not permitted for the daughter of a father's sister to marry the son of a mother's brother. This latter is called M. ku-jou huan-hsiagg "flesh and bones returning home" (NSS; 1624). In five other Hsien of Hupei it is said that all of the above forms were permitted, but in one additional Hsien (Ku-ch'eng), as in Chu-hsi and Yun Hsien, as noted above, the daughter of a father's sister was not permitted to marry the son of a mother's brother. The colloquial saying was M. ku-jou huan hsiang, chia pai jen wang, "If the flesh and bones return home thus, the families will be destroyed and the people lost" (NSS; 1650-51). In Luang-p'ing of Jehol (present Ho-pei), very near Peking, it was said, If a father's sister's son took as wife his mother's brother's daughter, or if the OffSpring of two sisters marries, in both cases this was called M. ch'in-shagg chia ch'in "adding relationship upon relationship" (NSS; 1808). The cousin-marriage forms mentioned above all preserve surname exogamy, but this itself was not inviolable. Intra-surname marriage is specifically mentioned as practiced in the Hopei- Tientsin region (and most of the provinces north of the Yangtze River)(NS_S_: 1292), various parts of Shansi (1430, 1449), parts of 107 Chiang-su (1478, 1482), Kuang-tse Hsien in Fukien (1585), all of Hu-pei (1608; see also 1618, 1639), Ch'an-an Hsien of Shensi (1739), and all of Kansu (1768). In most, if not all,