11. Uxorilocal
Marriage among the Bai of the Dali Basin, Yunnan
Yokoyama Hiroko
Introduction
In the sphere of kinship
and marriage among the Han Chinese, at least before Liberation in 1949, some
uniformities and shared cultural ideals can be found, despite the markedly
broad variations in actual local situations. As for marriage and adoption,
virilocal marriage and, in the case of the lack of a son, adoption of a boy
from within the same lineage was the ideal for most of the educated Han
Chinese. On the other hand, as Arthur Wolf
demonstrated, "minor" practices, such as rearing a son's wife, or
substituting a son-in-law for a son, were fairly common in some regions,
because "Chinese marriage and adoption practices were not the simple
reflections of uniform ideals. Rather they were the complex reflections of a
variety of forces -
demographic, economic, and psychological - that interacted to shape
family organization" (Wolf
and Huang, 1980: 1).
In this paper I would
like to focus upon uxorilocal marriage among an ethnic minority of southwestern
China, the Bai, and show how it fits into their sinicized patrilineal kinship
system. Through discussing the causes of their uxorilocal marriage, I hope to
add to our understanding of this type of marriage within those societies which
share the Han Chinese descent system as a whole.
Background
According to the 1990
Chinese National Census, the population of the Bai within China was about 1.6
million. Of these, close to one million live in the Dali Baizu Zizhizhou (Dali
Bai Autonomous Prefecture) of Yunnan. Except for a small proportion of the Bai
who live in the hill areas, most of the Bai live in the river basins or by the
lake on the Yungui Plateau. The Bai language is usually classified as forming
its own separate subgroup, or as part of the Yi (Lolo) subgroup of the
Tibeto-Burman languages. The Bai have used Han Chinese characters to write
their own language in the past. This system of writing,
baiwen, however, seems not to
have been standardised, and was used less after the middle of the Ming period,
except in cases such as recording the words of
dabenqu recitations.[1] Instead,
the Bai increasingly wrote in Han Chinese to keep important records and
historical documents.
From 1984 to 1986 I
conducted altogether thirteen months of field research in a Bai village located
in the Dali Basin. The research was carried out at three different times under
somewhat different conditions. However, except for the first three-month
period, I carried out the research while living in the village. The data I use
in this paper was mostly collected in the village during that research period
and in other follow-up visits in the summers of 1986-88 and 1990. In this
paper, I will call the village "Green Village" (
Cang-cun).
Although the latitude of
the Dali Basin is similar to that of Taipei, its high altitude of about 2000
meters gives the area a very pleasant climate. As the site of the capital of
the former Nanzhao and Dali kingdoms, the basin was the political and cultural
centre of southwestern China from the eighth to the thirteenth centuries, and
the present capital of the prefecture is also located there. The Bai people
have been the main inhabitants of the basin at least from around the Nanzhao
period. Here they have practiced two-crop agriculture based on wet-rice
cultivation. Sideline businesses such as carpentry, stonework, straw-weaving,
and various kinds of food-processing have been common. All of these have been
instrumental in providing a comparatively high standard of living in the Dali
area within Yunnan. The Bai have actively absorbed the advancing Han culture,
which enabled them to keep their relatively dominant political, as well as
economic, position among the ethnic minorities in the area. This kind of description
more or less fits the other Bai in the river basin areas, though the political
and historical background of the Dali basin seems to have accelerated the
process of sinicization more than elsewhere.
Hsu, Fitzgerald and the Bai
The sinicized features of
the Bai are particularly clear in their kinship system. According to Edmund Leach, in Francis L. K. Hsu's famous book,
Under the
Ancestors' Shadow, ancestor worship in "West Town" was actually
"presented as prototypical of that which prevails in Chinese culture as a
whole" (Leach, 1982: 125).
West Towners, who were called Minchia at that time, are definitely regarded as
Bai at present. Leach assumes that Hsu's account of the West Towners was a
"syncretic blend" of what Hsu himself had learned as a Han Chinese
through his personal experiences since childhood and what he saw in West Town. Leach criticizes Hsu because the Minchia peculiarities of the local culture
are hardly ever mentioned in his book, and in this respect Leach judges C.P. Fitzgerald's work, carried out among the
Minchia at a similar time and place, as better.
Evaluating their work
after my intensive fieldwork in the same basin, I would regard my own position
as equidistant from that of both Hsu
and Fitzgerald. The emphasis of
their studies and their main areas of research are different, which makes the
comparison difficult. What is more, the work of both men has both strong and
weak points. However, as far as their descriptions of kinship are concerned, I
think Hsu's account is more accurate
and more detailed than Fitzgerald's.
The Bai kinship system is
very much influenced by Han Chinese culture, and it was especially so in West
Town at that time. This was the home town of famous Bai businessmen who opened
shops in important cities of southern China and abroad, such as Kunming, Wuhan,
Shanghai, Hong Kong, Yangon (Rangoon), and Colombo. Today, compared with other
ethnic minorities, the Bai are one of the most sinicized groups in Yunnan.
Bai kinship
The Bai in the Dali basin
have a patrilineal kinship system like that of the Han Chinese. Their smallest
social unit is the household, which is called
haotv in Bai.[2] The Bai word
for family,
hao is very similar to
jia in Han Chinese in meaning. The
hao can refer to a social
group as small as a household, or as large as a group of several households
connected by patrilineal kinship. Before 1949, although the ideal household was
that of the large family, it was seldom realised except among a few rich families.
The most popular household patterns were either the stem family or the nuclear
family.
The Bai patrilineal
lineage,
benjia and the lineage branch or segment
zi, are ritual units which
worship their patrilineal ancestors communally. Obviously
benjia and
zi are derived from Chinese words. Owing
to the small number of sons in each generation, as well as other reasons, some
hao never grew large in
terms of numbers, and consequently never formed lineages. Before 1949, some Bai
benjia
had
citan (ancestral halls) and owned farm land as corporate property, in
addition to their rights over the grave sites, but usually the area of this
land was so small that it could only pay for the cost of the annual communal
ancestor worship. About 10% of the farm land in the villages in Dali may be
communally owned, including the land owned by temples and shrines. There were
never any cases here of the situation which is found in some parts of Guangdong
where most of the farm land is owned communally in the name of the lineage.
For ancestor worship,
either by the
hao, the
zi or the
benjia, there are ancestral tablets called
xingepai (
zuxianpai).[3] The tablet of the
hao is usually a wooden plank or a
paper scroll, while that of the
zi or
benjia may be more varied,
ranging from a large stone tablet to a cloth sheet. All of these records
include collectively the names of a larger or smaller number of ancestors
written in Han Chinese characters.
Xingepai are not individual personal
tablets. The tablets of poor families with no literate members may be very
simple with just the names of ancestors for three generations or so. On the
other hand, the tablets of large lineages with literate and, well-educated
members in the past may trace the ancestors back over twenty generations, and
these lineages usually maintain the lineage genealogy in the form of a book.
Uxorilocal marriage
The normal rule of
residence after marriage is virilocal, but uxorilocal marriage is also widely
practiced. In Bai it is called
zome (
shangmen). According to my
household survey in two of the sixteen sections of Green Village, the
percentage of uxorilocal marriage was high, 20.3% in A section and 13.6% in B
section (see Table 1).
Section
|
Population
|
Households
|
Marriages
|
Uxorilocal marriages
|
%Uxorilocal marriages
|
A
|
421
|
79
|
119
|
24
|
20.2
|
B
|
444
|
87
|
132
|
18
|
13.6
|
Table 1. Uxorilocal
Marriages in Green Village
High percentages of
uxorilocal marriage, over 10 or 20% are also reported for Taiwan (Wolf and Huang, 1980:124-25, 318-21),
but not as far as I know in mainland China. In Green Village, if a man has no
son but only a daughter, he will definitely let her stay home and marry an
in-coming husband. The ideal Han Chinese solution to the problem of the lack of
a son, the adoption of an agnate,
guoji, is known, but it is less popular
than uxorilocal marriage. On the other hand, the in-coming son-in-law is
treated as a formal heir, like an adopted son.
Sometimes uxorilocal
marriage takes place even in the families which have a son, especially when the
son has an elder sister and the disparity of age is large. In this case,
usually both of the heirs, the real son and the son-in-law, inherit the
property. The son-in-law ensures that the family has a heir and somebody to
support the household while the real son is still young and his future
unpredictable. Some of these cases are also derived from a custom in which the
future son-in-law is adopted and moves into the family either a few or several
years before the marriage. A real son might be born to the family after the
adoption of a son as a future husband for their daughter. Before Liberation,
most sons-in-law in Green Village started living in their fathers-in-law's
compound prior to their marriage. The same pattern was also known in central
China, but seems to have been of rather minor importance there (Fukutake, 1946:
81, 101n.).
Traditionally, a Bai
in-coming husband changed his name to that of his father-in-law, and his first
name also had to be changed according to the naming system based on generation
order among the father-in-law's agnates. This change took place when the young
man moved into the father-in-law's house. After Liberation, the change of name
was regarded as "feudalistic", and now a man keeps using his original
name in family registration and everyday life. However, he is also given
another name in his father-in-law's patrilineal descent group and this name is
used in descent group activities. Through the change of name, he acquires the
full status of a "son" and membership of his father-in-law's
patrilineal descent group, and just like a real son, he can maintain the family
patriline. In this sense, the Bai in-coming husband can be called an "adopted-son-in-law".
In a society with a patrilineal system, however, his status is not simply
symmetrical with that of the
tong-yang-xi, or adopted-daughter-in-law.
The social position of uxorilocal marriage
The most distinctive
characteristic of uxorilocal marriage in Bai society is probably the fact that
it is not especially looked down upon or disfavored. The social status of the
Bai uxorilocally married husband is definitely higher than it is in many other
cases among the Han Chinese, so that the second or the third son of a fairly
well-off family will sometimes marry out to become the adopted son-in-law of
another wealthy family. This question of the social status of the in-marrying
husband seems to be connected to the Bai people's attitude towards the change
of descent group membership and surname.
Generally speaking, the
Han Chinese were traditionally reluctant to change their surnames, because it
meant a severance from the natal family and descent group, and many of the Han
Chinese who married in retained their own surnames. This type of incoming
husband could not obtain the status of the heir, and naturally his position in
his wife's household was not very strong. However, some of the Han Chinese
in-marrying husbands changed their surnames and acquired all the rights and
duties of a "son". Although the husband in the latter case seemed to
have more rights in the household, his social standing was usually low. Others
often regarded him as having been too poor to retain his surname, or would
condemn him for his "immoral" decision to desert his own parents and
ancestors. On this point, the Bai people have significantly more flexible
arrangements and attitudes.
For a Bai man, marrying
out as an adopted-son-in-law of another family does not mean a complete rupture
of his natural patrilineal relationships. In the matters concerning ancestor
worship, he almost exclusively acts as a member of his father-in-law's descent
group, but on other ceremonial occasions such as life-cycle ceremonies held by
one of his natal agnates, he might act as their kinsman, using his original
first name and surname. Moreover, the representative of his natal family or descent
group usually plays a special role in the life-cycle ceremonies of his own
children and grandchildren. How much the uxorilocally married man retains his
relationships with his original patrilineal kin is rather situational,
depending upon several factors such as social status and the economic position
of his natal family.
A Bai uxorilocally
married man apparently belongs to his father-in-law's descent group, but at the
same time, his relations with his original descent group continue under the
surface. Consequently, one of his sons holds the right to go back to his natal family
and inherit property there. This custom is called
guizon [
guizong]. According to the
inhabitants of Green Village, this right of the man to return to his original
family is inherent in all uxorilocal marriages, and is preserved until his
grandson's generation. However, whether this right is exercised or not depends
on many factors. First, the in-marrying husband has to have more than one son
or grandson so that the
guizon does not leave the family into which he has married
without an heir. The economic conditions and the number of the people in both
the families concerned, and the extent of the relationships between the
in-marrying husband and his natal family, are important factors.
Guizon takes place when it
seems reasonable and is acceptable to both the families concerned.
The actual incidence of
guizon appears to be fairly
low, but I witnessed one during my research in Green Village. The
guizon arrangement came into
effect when the young man took a wife. He started his married life in his
father's natal home and received his new first name and surname in accordance
with the rules of his new family, in order to use it in ancestor rites. The existence
of such a Bai custom demonstrates the way in which uxorilocal marriage is
recognised as normal in Bai society. It is going too far to say that the status
of the Bai uxorilocally married man is no lower than that of virilocally
married man, but his status is not an object of contempt or compassion in Bai
society. So, the most typical style of marriage ceremony in Bai uxorilocal
marriage is to exchange the bride and bridegroom's houses temporarily so that
the bridegroom goes to call for the bride at his natal house. The fact that the
Bai attitude towards descent allows double affiliation for the uxorilocally
married man to some extent, seems to influence the position of such a marriage
in Bai society.
Changing surnames to continue the patriline
In the case of either
uxorilocal marriage or
guizon, Bai people do not show much reluctance to change
their surnames. As a result, the in-marrying husband or father is also placed
on the ancestral tablet under his acquired name by marriage. This way, the
sonless family can continue their patriline.
In most cases there is no
special mention of the uxorilocal marriage on the tablet, and we can only guess
the possibility of such a marriage from the names of the deceased couple. The
ordinary style of the ancestral tablet is to write down the names of each
couple in a row, the man's full name first followed by his wife's natal surname
and her personal name. The deceased couple in an uxorilocal marriage are
naturally recorded on the tablet under the same surname, but not all the
couples with the same surname are married uxorilocally. In Bai society, the
rule of avoiding a marriage between men and women of the same surname,
tongxing-buhun, does not exist in
practice.[4]
So, it is hard to tell
whether the deceased man was an adopted son-in-law or not just by looking at
the ancestral tablet. The Bai uxorilocal marriage is a useful device to keep
the patrilineal genealogy unbroken.
The causes of uxorilocal marriage
The causes of the
prevalence of Bai uxorilocal marriage are many. Some people might ascribe it to
the Bai cultural characteristics, and suggest that after all they are not Han
Chinese. I think the case of the Lemo is suggestive in this connection. They
are a sub-group of the Bai in the north who are supposed to be less sinicized
than the Bai in the Dali Basin, but who rarely resort to uxorilocal marriage in
the case of having no son, for they regard it as shameful. The property of a
sonless Lemo is usually inherited by his brothers or nephews (Minzu Wenti
Wuzhong Congshu Yunnansheng Bianji Weiyuanhui, 1981: 193; Yunnan Bianjizu,
1991: 76). Naturally we should be careful in using the case of the Lemo to
infer the situation in the Dali Basin before its sinicization, but this case
hardly supports the argument for an indigenous Bai origin for the high
incidence of uxorilocal marriage, and indeed suggests the opposite.
I myself think it more
productive to consider the Bai situation within the continuum of variation
among the Han Chinese, because the Bai in the Dali Basin share the basic Han
Chinese ideology of patrilineal descent. Although their deviations from the
ideal patterns of the Han Chinese are conspicuous in some ways, all of these
deviations can be found separately among particular groups of Han Chinese
elsewhere. The degree of sinicization of the Bai at the time of Liberation, at
least among their upper stratum, was of such an extent that it was not hard for
them to become Han Chinese. So, the question is: what factors drive them to
choose uxorilocal marriage rather than the ideal pattern in patrilineal
ideology of the adoption of agnates?
The factors concerning
the problem of uxorilocal marriage in the patrilineal system can be divided
into four kinds: (1) factors affecting the incidence of the lack of a son
(heir), (2) factors inhibiting the uxorilocal marriage, (3) factors
strengthening the importance of the continuation of the individual family, and
(4) factors promoting uxorilocal marriage. The situation of the Bai in the Dali
Basin shows an inclination towards uxorilocal marriage in relation to all four
of these kinds of factors.
The first three kinds of
factors are related to the composition and the function of the patrilineal
kinship organization. Compared with the nuclear family, the probability of the
lack of a son in a joint family should be lower, and strong lineage organizations
favor adoption over uxorilocal marriage. In the Dali Basin, there have been
very few joint families and lineage organization is weak. On the contrary, the
domestic unit of the individual family is relatively independent and important
in Bai society, which might lead to greater significance being attached to the
continuation of the individual family as a unit of organisation in the
subsistence economy, rather than the possession of communal property and of
ancestor worship.
As for the fourth set of
factors, I can think of the following reasons which might have favored the
development of uxorilocal marriage: (a) the importance of female labor, (b)
high population density and need for an efficient method of adjusting
population imbalances, (c) lower marriage expenses in uxorilocal marriage, and
(d) the position on the "frontier" of the Han Chinese culture, where
the Han Chinese are minority late-comers.
The position on the
frontier may be related in two ways with the incidence of uxorilocal marriage.
Firstly, the ideal patterns would be less prevalent in the marginal areas.
Secondly, the Han Chinese in a frontier environment, with an excess of males,
may have developed a trend toward uxorilocal marriage, which may have exerted
an influence on the non-Han peoples in the process of their sinicization. To
the Bai in the Dali Basin, the closest Han Chinese are the ones whose ancestors
came to the Basin during the Ming dynasty as garrison troops. Uxorilocal
marriages are common among the Han Chinese villages in the Dali Basin and
through the examination of the genealogy of a dominant Han lineage, I have been
able to trace its incidence at least from the end of the eighteenth century
onward. Thirdly, for the Bai, a Han in-marrying husband, as an agent of Han
Chinese culture, would be a good son-in-law to have as a member of their group.
For a Han Chinese man lacking the land to make a living, marrying into a Bai
family would be one solution.
In any case, the high
incidence of uxorilocal marriage among the Bai in the Dali Basin can perhaps be
better understood by observing their patrilineal system in relation to the case
of the Han Chinese than by searching for it in the peculiarities of Bai culture.
And in particular, it may be through paying attention to the marriage practices
in the frontier areas, as the Han Chinese spread, that we will be able to
discern the causes of variations within Han Chinese society itself, and the
dynamics of the process by which this society expanded.
h3>
Notes
1.
Dabequ is the Bai art of
story-telling to the accompaniment of a folk guitar.
2. I have
used the recent
Bai-yu pin-yin wen-zi (Bai alphabet) to romanize Bai
words, but have omitted indications of tones.
3. For Bai
words which are direct loans from
Han Chinese I have added the standard Chinese pronounciation in brackets. For
other Bai words, the Chinese meanings are given in parentheses.
4.
Although the Bai people do not practice
tongxing-buhun, that idea of avoiding a
marriage between men and women of the same surname seems to some extent to be
known. In some cases of husbands and wives with the same surname, the surnames
of the wives sometimes seems to be written using a different character with the
same pronounciation on purpose. The intent is to avoid being able to trace the
same surnames of hubands and wives on the same tablets.