Campbell v. Sheldon

30 Mass. 8
CourtMassachusetts Supreme Judicial Court
DecidedSeptember 15, 1832
StatusPublished

This text of 30 Mass. 8 (Campbell v. Sheldon) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Campbell v. Sheldon, 30 Mass. 8 (Mass. 1832).

Opinion

Shaw C. J.

The first cause of demurrer presented in the argument, is that John Campbell, one of the plaintiffs, and who is stated to have been a co-trustee with Henry Sheldon, in the deed of trust from Ezra L. Miller, has not made his affidavit, setting forth that the deed is not in his possession or power, and that he does not know where it is, unless it is in the hands of the defendants, or some one of them. Such an affidavit has been made by Isabella S. Marshall, the other plaintiff, and by Samuel A. Porter, who sues as her next friend ; but it is insisted on, as good cause of demurrer, that such affidavit has not been filed by Campbell. '

If such an affidavit be requisite, it would be especially so, from Campbell, who was one of the grantees in the deed [19]*19m question, and therefore might, equally with his co-trustee, he presumed to have the custody of the document.

But we are satisfied that this is not a case, in which such an affidavit, by the ruies of chancery practice, can be required.

One of the known heads of general chancery jurisdiction, ts that of “ accident and mistake,” under which the court will sustain jurisdiction in equity, where a party claims under a déed or bond, alleged to be lost. Formerly it ivas held, that at law proferí could not be dispensed with, and therefore the party claiming under a lost deed could have no remedy at law. Equity therefore' interposed to aid a discovery, to supply the want of such lost deed ; and even now, though it has been decided that at law a deed alleged to have been lost by time or accident, may be pleaded without proferí, still equity possesses a jurisdiction in such cases, because it had been established and exercised trader the former state of the law, and has since been retained, both upon the ground of usage, and because, in many cases, where the rights and liabilities of sureties, and other derivative and collateral rights and obligations of different parties among each other, are in question, equity can more effectually determine the suitable indemnities to be given, and adjust the relative rights of all parties, and bind the whole by a decree. But it being a rule in chancery, that when equity has jurisdiction for the purpose of discovery, it will also entertain jurisdiction for purposes of relief, if prayed for, and may therefore proceed to grant relief, although, but for the loss of the deed, the complainant would have a plain and complete remedy at law, if such party, by merely alleging the loss of his deed, without more, could give the court jurisdiction and pray relief, he could at Ms own pleasure change the forum, and go into equity, upon a case purely legal. To guard against this consequence the court require an affidavit of the actual loss of the deed, not so much as proof of the .act, because that is to be obtained m the ordinary way by die answer of the defendant or other proof, but to lay a ground for the jurisdiction of the court, where otherwise there would be no such ground. It manifestly therefore applies [20]*20to a case where the loss of the deed is relied on as the sole ground of chancery jurisdiction ; and cannot extend to a case, where a fraud, trust or other Imown ground of chancery jurisdiction is relied on, and a deed is sought to be disclosed, as any other fact material to the case is sought to be disclosed, by the answer of the defendant. This view is abundantly supported by authorities.

A bare suggestion in a bill is not sufficient to support the jurisdiction, the court requiring a degree of proof of the circumstance on which it is sought to transfer the jurisdiction from a court of law to a court of equity.” The want of such proof in such case is cause of demurrer. 1 Madd. Pr. 27; E. I. Co. v. Boddam, 9 Ves. 466. Therefore, when no relief is sought, but discovery only, there is no need of an affidavit, simply because in such case there can be no attempt to transfer the case from a court of law to a court of equity by alleging the loss of' the deed. Whitchurch v. Golding, 2 P. Wms. 541.

Here the rule requiring an affidavit, cannot apply, because the Court, under the limited equity jurisdiction given by statute, has no jurisdiction in cases of loss of deeds, and if no other ground were alleged in this bill, it must be dismissed, with or without an affidavit, for want of jurisdiction. But here the ground of equity jurisdiction set forth, is a trust created by deed, under which Henry Sheldon received the property, in question, which has devolved upon the defendants as his representatives, they having received the property sub ject to the same trust. If the jurisdiction cannot be maintained upon this ground, it cannot be maintained at all; and in supporting their case, upon the ground of trust, the plaintiffs have a right to a discovery and disclosure of deeds, as of any other facts or evidence in the knowledge or power of the defendants, under their oaths, and no affidavit is necessary.

The opinion of the Court upon other points in the case, was delivered at this term by

Wilde J.

This is a bill for compelling the performance oJ a trust arising under the last will and testament of Henry Sheldon, and a deed to him and John Camobell, one of the [21]*21plaintiffs, by which certain valuable property and effects were conveyed to them in trust for the use and benefit of the other plaintiff, Isabella S. Marshall. The bill charges, that after the execution of the deed of trust, Henry Sheldon received, collected and disposed of the whole of the trust property and effects, and appropriated the same to his own use; that he afterwards made his last will and testament, in due form of law, appointing Thomas Sheldon and Augustus Collins executors thereof, and afterwards died possessed of a large estate, which has since come into the hands of Thomas Sheldon, who accepted the trust, and caused the will to be proved before the ordinary in the district of Charleston and State of South Carolina, where Henry had his domicil at the time of his decease: and that letters of administration were granted by the ordinary to him as sole executor of the will, Augustus Collins having declined the trust. The bill proceeds to set forth the proceedings in the court in Charleston, averring that Thomas Sheldon returned two inventories of the estate of the deceased, and settled an account of administration in the probate court, but that he did not account for all the assets which came into his hands ; and that he has since withdrawn the same from the State of South Carolina to this commonwealth, where Thomas Sheldon has always had his residence. It is further alleged in the bill, that Thomas gave no bond nor security in the probate court in Charleston, to account for the estate and effects of the deceased, and that the plaintiffs have no remedy in the State of South Carolina to compel the performance of the trust, which they aver has never been fully performed by Thomas, although he has received sufficient assets to enable him to discharge all just claims upon the estate of Henry.

It is furthermore stated in the bill, that Thomas Sheldon is insolvent, and has paid over to the other defendants the legacies given in and by the last will of Henry, in full, a part of which they ought now to refund as proceeds of the sale of property held by Henry in trust for the plaintiffs.

The defendants demur to the bill; and the question is, whether the Court has jurisdiction of the case.

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Bluebook (online)
30 Mass. 8, Counsel Stack Legal Research, https://law.counselstack.com/opinion/campbell-v-sheldon-mass-1832.