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Berrett v. Oliver

Mary E. Berrett v. Robert Oliver

Berrett v. Oliver, 7 G. & J. 191 (1835)
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Court
Court of Appeals of Maryland · State Highest Courts
Decided
December 15, 1835
Judges
Dorsey
Citations
7 G. & J. 191
Headnotes
M, on tlie 28th November 1832, filed a bill against 0, the heirs of B, and the lieirs of I, praying that certain deeds, and a decree of the court of Chancery might be vacated. It charged that M, before her marriage with B, was seized in her own right of a valuable estate, and in contemplation of marriage with B, in 1809 conveyed her property to 0, in trust for her sole and separate use. That in 1811, doubts being entertained as to the validity of the deed of 1809, in consequence of M and B being both minors at the time of its execution, a second deed was executed, conveying the property to S in trust, to the same uses intended by the deed of 1809. That in 1813, M and B, and S, united in a deed of the property to I, to secure a sum lent by him to M, and to hold the residue of the estate for the sole and separate use and control of M. In 1815, M, B, and I filed a bill in Chancery against S and O, in which a decree was passed vacating the said deeds, and vesting the property in I, in trust, to sell a portion thereof for certain specified purposes, and to hold the balance for the separate use of M, during her natural life, and after her death for the use of her children (the heirs of B) as tenants in common. The complainant alleged in her present bill, that she was not aware of the purpose designed to be effected by the former decree — that she intended simply to get authority for a sale of a part of the property, and that the residue should be held subject to her sole use absolutely — that sh® did not discover tire effect of the decree of 1815, until the latter end of the year 1816, when tire time limited for reviewing decrees upon appeal had expired; that then she applied to the Legislature for relief, who thereupon passed an act (1816 ch. 157,) declaring that the said deeds and decree were null and void, so far as the same extended to vest the property of M in trusty and that all the estate which had not been sold, and then vested in trust, be vested in the said M, in the same manner and under the same conditions, and none other, that married women can, and do hold property in this State, of the same description, with a saving of the rights of other persons. The bill also alleged, that the rights of a feme covert, could only be concluded, by a privy examination. The heirs of B consented to a decree, but those of I, claimed the property as a security for their father’s debt. The administrator of I was then made a party, by supplemental bill averring satisfaction of this debt. He denied such payment. Before a final hearing in Chancery, the heirs of I filed exceptions to the allegations of the bill; to the sufficiency of the evidence; and also to the admissibility of evidence to prove that I’s claim was not due at the date of tire decree, or that it had been since satisfied. Held upon appeal; 1st. That if the bill in this cause had been unequivocal in its character, and distinctly disclosed the grounds on which its claim to relief was predicated, then according to the act of 1S32, ch. 302, the sufficiency of the averments in the bill would be excluded from the consideration of the appellate court; but as it was peculiar in its structure, and so multifarious in its character, as to be viewed in a great variety of aspects, it was not practicable for the defendants to take more specific exceptions to its averments than they had done, and their sufficiency was still open to consideration. 2d. The act of 1832, ch. 302, does not require any exception to be filed, to the want or insufficiency of evidence in Chancery, but restrains parties in the appellate court from making objection to the competency of witnesses, or the admissibility of evidence, unless the point insisted on, was raised by exception in the court below. Sd. A general exception in Chancery to the competency or admissibility of evidence, will not avail upon appeal. The exceptions should be sufficiently definite to apprize the opposite party of the particular witnesses, or evidence, designed to be excepted to 4th. Where exception to averments in a bill are sufficiently specific, and point out the defect of the bill on a particular subject, the evidence taken in support of that part of the cause, (it being upon a distinct and independent matter) must be treated as evidence of a fact not in issue and rejected. 5th. A feme covert may create a lien in Equity upon her sole and separate estate in lands, without a privy examination. 6th. The settlement by decree of a married woman’s estate to her separate use for life, with remainder to her children, is a strong circumstance to recommend it to the favour and protection of a court of Equity. It bears intrinsic evidence of its correctness, wisdom, and expediency, and conforms to that mode of settlement always made by the court, where its powers over the subject are brought into action, by the husband seeking through its aid, the recovery of the wife’s properly. 7th. The act of 1818, ch. 157, was not intended to authorize M to file a bill of review, for the purpose of reversing the decree referred to in it, nor the adoption of any judicial proceedings to try the validity of the deed and decrees mentioned in it. The Legislature intended to vacate and annul those deeds and decrees, and to re-invest the property, subject to certain exceptions, in the same manner as if they had never existed. And this act therefore, is so direct and obvious a violation of our declaration of rights, as au exercise of judicial authority, and of the 10th section of the Constitution of the United States, as impairing the obligation of contracts, that it is null and void. 8th. That if the act of 1816, ch. 157, could be regarded as operating only upon M’s rights, so far as to give her a remedy by which the rights of the parties could he adjudicated upon, still her bill must be filed within nine months after the death of her husband, or if preferred by M and B should have been filed within nine months after its passage. 9th. It is the duty of a court of Equity, to see that the rights of infants are not prejudiced or abandoned by the answers of their guardians. 10th. Where a plaintiff shows upon the face of his bill that the court has no jurisdiction, it is immaterial whether the defendant relies upon the want of jurisdiction as a defence or not. It is matter of law which the court must judicially notice. It is not like the ordinary case of limitations, or presumptive bar from lapse of time; the determination of which may depend upon the proofs of the cause.
Summary
Appeal from Chancery. The appellant on the 28th of November 1832, filed a bill in the court of Chancery, against the appellee Oliver, the heirs of Joseph S. Berrett, and the heirs of one James Inloes, praying that certain deeds, and a decree of the court of Chancery, might be vacated and annulled. It charged, that the complainant before her intermarriage with Joseph S. Berrett, (now deceased) was seized and possessed in her own right, of a valuable real and personal estate, under the will of her father. That being so entitled, she on the 9th of March 1809, before her marriage, and in contemplation thereof, together with her intended husband, conveyed her aforesaid property to John Oliver, in trust for her sole and separate use. That subsequently to the marriage, doubts being entertained as to the validity of this deed, in consequence of the minority at the time of its execution of both the grantors; the said Joseph S. Berrett on the 28th of March 1811, executed a second deed to Sarah C. O’Donnell, the mother of the complainant, settling the property embraced in the first deed, to the same uses, as it was by that deed intended to be conveyed to. That on the 17th of July 1813, the complainant, her husband, and Sarah C. O’Donnell united in a deed of the above property to James Inloes, in trust to secure to him the sum of $3000, paid by him to the complainant, and after accomplishing that object, to hold the residue of the estate, for her separate use, and subject to her sole, and separate control. That on the 29th of May, 1815, the present complainant, her'husband, and Inloes, filed a bill in the court of Chancery, against Sarah C. O’Donnell and John Oliver, upon which such proceedings were had, that on the same day a decree passed, by which the said deeds were vacated, and the property contained in them was vested in the said Inloes, in trust, to sell a portion thereof for certain specified purposes ; and to hold the balance for the separate use of the complainant during her natural life, and after her death, for the use of her children as tenants in common. That, although the complainant was apprized of the filing of this bill, she was not aware of the purpose designed to be effected by it, or she would not have given it her sanction. That her object was simply to get authority for the sale of a part of the property, and that the residue should be held by the trustee subject to her sole and separate use, absolutely, and for ever; and that it was not until the latter end of the year 1816, when the time limited, for reviewing decrees upon appeal had expired, that she discovered, that her absolute, and fee simple interest had been cut down to a mere estate for life. That immediately upon her ascertaining the effect of this decree, she petitioned the Legislature, who thereupon passed an act for her benefit, relieving her from its operation, so far as it was competent for that body to do so. The bill then asserts, that the decree cannot have the effect imputed to it, of reducing the complainant’s interest from a fee simple, to a life estate, because the estate of a ferns covert, can only in Maryland be affected, by a conveyance, with privy examination, in conformity with our acts of Assembly. Prayer, that the Chancellor will review the decree, vacate that, and the three deeds; and that the property may be vested in the complainant in the same manner as if they had never existed, and for general relief. After the defendants had answered the heirs of Berrett consenting to a decree, and the heirs of Inloes by their answers had affirmed, that the property was held by their father, subject to his claim upon it for $3000, and that it is now liable for that claim; the complainant filed a supplemental bill, making the administrator of Inloes a party, and averring that the aforesaid debt, either never had existed, or had been paid and satisfied. The administrator answered this bill, insisting that the property stood charged with the debt, and that the same is still due and unpaid. Proof was taken on both sides, in reference to this debt, but it is omitted, as having no bearing upon the legal propositions decided by this court. Before the cause was brought before his Honor the Chancellor, the defendants the heirs and administrator of Inloes, filed the following exception to the allegations in the bill, and the sufficiency, and admissibility of the plaintiff’s evidence. 1. The allegations in the said bill, if they were proved, are not sufficient to entitle the complainant to a review and reversal, and modification of the decree, in the said bill complained of. 2. The testimony in the cause is not sufficient to prove the allegations in the bill, to entitle the complainant to a review and reversal of said decree. 3. Upon the allegations in the bill, whether the decree is altered or not, the complainant is not to be relieved against these defendants, except upon the terms of paying the claim of said Inloes, as stated in the proceedings. 4. The allegations in the bill are not sufficient to show that said claim was not justly due and owing; nor is the evidence sufficient to show, that it is not still justly due and owing. 5. Assuming that said claim was at any time justly due, and was secured by the aforesaid decree, the allegations in said bill, are not sufficient (even if proved) to show, that said claim has been satisfied. 6. That upon the allegations in the bill, it is not competent for the complainant to offer any evidence to prove that said claim was not justly due at the date of said decree, or that said claim has been since satisfied. 7. That the evidence offered is not sufficient to prove, that said claim was not justly due, or that it has been satisfied. 8. That these defendants are entitled to retain their rights in the lands in the proceedings mentioned, until the claim of the' said James Inloes deceased, as stated in the proceedings, is fully satisfied. Upon these proceedings, the cause was argued before Bland, Chancellor, at December term 1833, who by his decree of that term dismissed the bill with costs, being of opinion, that there was no proof, that the decree of the 29th of May 1815, was obtained by mistake or fraud. From this decree, the complainant appealed to the Court of Appeals.

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Opinion of the Court — Dorsey

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Dorsey, Judge,

delivered the opinion of the court.

The preliminary question which the appellees have raised, predicated upon the idea, that this is a bill of review, seeking the reversal of the Chancellor’s decree, on the ground of error in law patent on the face of the decree, denies to the appellant the privilege of prosecuting this appeal, upon the principle, that this decree of dismissal, whether right or wrong, does not materially prejudice or conclude any of his valuable rights. In that innocent, immaterial light, we cannot regard it, but believing that it does foreclose and settle rights, highly important to the interests of the appellant, we deem it a fit subject for revision, in an appellate tribunal.

Several incidental questions have been discussed, which we will advert to, before we proceed to the examination of the main points in the cause. It has been urged by the appellees, that the appellant cannot obtain the relief she has asked for, because of the insufficiency of the averments in her bill. That if she seeks to vacate the decree of 1815 on the ground of fraud, mistake, or surprise, such fact must distinctly appear in the statements of the bill. To this it has been replied, that by the act of 1832, ch. 302, sec. 5, all objection to the sufficiency of averments of the bill, shall be made by exceptions filed in the cause, and no point shall be raised, noticed, determined or acted upon in the court of Appeals, unless it shall plainly appear in the record, that such point had been raised by exceptions, in the court of Chancery, and that the exceptions in this respect filed by the appellees, were so general and indefinite, that they should be wholly rejected, as in no wise complying with that particularity and *201 certainty, which it was the design of the Legislature, that such exceptions should assume. We should feel no hesitation in so regarding these exceptions, if taken to a bill in Chancery in the ordinary form. But to the present bill, which its advocate has refused to class under any definite head of bills in Equity; but has assigned to it, as many characters as the chameleon assumes colors, it would be unreasonable to require exceptions more discriminating and specific, than those used on the part of the appellees.

In support of this bill it has been insisted, that it may be regarded as an original bill, seeking to remove a void or voidable incumbrance or conveyance, hanging as a cloud over the title of the appellant; or as an amended bill, or as a supplemental bill; or as a bill of review without leave, or as an original bill seeking to avoid certain deeds of conveyance, and a decree of the court of Chancery, as being obtained by fraud, or by mistake, or by surprise. If this bill be so peculiar in its structure, so multifarious in its character, as that it may be viewed in all the various aspects which have been ascribed to it; more specific exceptions, to the insufficiency of its averments, than those which have been taken, could not in reason be demanded of the appellees. Had the bill been unequivocal in its character, and distinctly disclosed the grounds on which its claim to relief was predicated, then according to the spirit and true intent, of the act of 1832, would the question of the sufficiency of the averments in the bill be excluded from our consideration, and the appellees would have lost the benefits contemplated by their exceptions, except those which relate to the mortgage debt claimed by Inloes’ representatives. In relation thereto, the exceptions to the averments in the bill are sufficiently pointed.

A similar objection has been taken to the appellees exceptions to the sufficiency of the evidence adduced in support of the allegations in the bill. But on this score, the appellant has no reason to be dissatisfied; nor have the appellees los* any thing from the want of greater particularity. The act of Assembly makes it neither the interest nor the duty of the *202 appellees, to raise exceptions to the sufficiency of the evidence on the part of the appellant. Instead then, of regarding the exceptions in this case as uncandid, and evasive, they ought rather to be viewed as the gratuitous and friendly suggestions, of a frank and liberal adversary, pointing out to his enemy the assailable point of his position, that before the battle commenced, he might take measures to fortify and strengthen it. The act of 1832, ch. 302, although it does not require any exception to the want or insufficiency of evidence, does restrain parties in this court, from making any objection to the competency of witnesses, or the admissibility of evidence, unless the point were raised by exception in the court below. No exception was, in this cause, taken to such competency or admissibility, and consequently the objection here taken, to the admissibility in evidence, of the schedule of property, and list of debts due to James Inloes, the insolvent petitioner, cannot avail the appellees. Nor would a general exception in the court below to the competency of the appellant’s witnesses, and the admissibility of his evidence, better their condition. To render such exception available, it must be sufficiently definite to apprize the opposite party of the particular witnesses, or evidence designed to be excepted to.

An attempt has been made to shut out the proof and defence opposed by the appellant, to the mortgage debt of James Inloes (the payment whereof is insisted on by his heirs, trustee, and administrator) on the ground, of a want of averment in the bill, that the debt has been satisfied or paid, or is not still due and owing. And this objection we think well founded, as far as concerns the heirs of James Inloes. A part of the relief prayed for is, that the deed of 1813, from Berret and wife, and Sarah Chew O’Donnell to James Inloes, be cancelled. To obtain it, some allegation of its payment or discharge, is indispensable. The exceptions to the averments in the bill, pointed with sufficient certainty to this defect, and therefore, all the proof taken and relied on by the appellant as a bar to that claim, must be considered as out of this case; being evidence of a fact not in issue in the cause. As curing *203 .this obvious imperfection in the bill, in respect to all the appellees, it is stated that the amended bill contains this necessary allegation. But that amended bill, it must be remembered, has never been answered by Inloes’ heirs, and consequently as to them, can produce no such effect as has been imputed to it. The attempt, however, of the heirs of Inloes, to exclude from the court the investigation of the merits of this claim, can avail them nothing. In the eyes of a court of Equity, they are mere nominal parties, having no beneficial interest in the subject. Against the trustee and administrator of James Inloes, the only party substantially interested in contesting this matter, the requisite allegation has been made in the amended bill, and the equity and validity of this claim is now fairly submitted for determination to this court.

Is this alleged mortgage debt, if unpaid, a subsisting lien on Mr. Berrett’s real estate ? is the next question to be examined. It originated under the deed of 1813 from Berrett and wife, and Sarah Chew O’Donnell, to James Inloes. What estate in the realty of Mrs. Berrett passed by that deed, is first to be ascertained. If it be true, as stated in the bill, that Berret, and Mary E. O’Donnell were, at the time of the execution of the deed to John Oliver in 1809, under the age of twenty-one years, and the deed of marriage settlement on that account voidable, (of the correctness of which conclusion however, we mean to express no opinion) then the deed of 1813, transferred to Inloes during the life of Berret, the legal title to the real estate conveyed to John Oliver ; hut by reason of the defect as to privy examination in the acknowledgment of that deed, which prevented its operation at law as a legal conveyance, and thereby avoiding in toto the deed to John Oliver, it passed no legal estate in the reversion to Inloes, and left the same in John Oliver, subject to the trusts specified in the marriage settlement. According to those trusts, Mrs. Berrett was entitled to the property as her separate estate; on which as such, to the extent of her beneficial interest therein, James Inloes had in equity, a specific lien for the debt, intended *204 to be secured by the deed of 1813. See Brundige and al, vs. Poor and wife. 2 G. and J. 1.

Has this lien been paid since or discharged, is the next enquiry? Upon this subject we entertain no doubt. We think that abundant evidence, that this claim has been satisfied, is to be found in the proofs, and circumstances of this case; and particularly in the testimony given by Ephraim Smith, Robert R. Richardson, John Elder, and Catharine McDowell; in the great length of time this claim has been permitted to sleep, the large amount of money subsequently received by James Inloes for Mrs. Berrett; and in the intrinsic evidence furnished by his list of debts, filed with his petition in 1818, when he applied to Baltimore County court, for the benefit of the insolvent laws of Maryland. This pretended mortgage debt of Inloes, therefore, furnishes no obstacle to the relief sought by the appellant.

Looking to the appellant’s bill as seeking relief against the decree of the Chancery court of 1815, on the ground of fraud, it cannot for a moment be sustained. It is utterly destitute of the most essential ingredients of such a bill; it neither charges fraud, nor states facts from which an imputation of fraud could possibly arise ; and if it did, there is not a shadow of proof to sustain it. There is also a total absence of ¿11 proof, that this decree was procured by either mistake or surprise. So far from these grounds of impeaching the decree being inferrible (as has been contended) from the fact of the property’s being settled on Mrs. Berrett for life only, and on her children after her death; it is one of the strongest circumstances that could be adduced, to recommend it to the favour and protection of this court. It is a settlement in this respect, bearing on its face intrinsic evidence of its correctness, wisdom, and expediency, and conforms to the letter, to that settlement of the property of a feme covert, which a court of Equity always makes, where its powers over the subject are brought into action, by the husband’s seeking through its aid, the recovery of the wife’s property. Nay, so strict is the chancery rule in England, on such an occasion, *205 that the court will not lend its assistance in securing and settling the wife’s property on herself, unless she consent that it be secured to her children after her death. Johnson vs. Johnson, 1 Jacob and Walker 455.

Has the appellant a right to the relief she seeks, viewing her bill, as a bill of review without leave, asking for the reversal of the chancellor’s decree for error of law appearing on the decree itself? is the next question we propose to examine. The act of 1816 ch. 157, entitled, “an act for the relief of Mary E. Berrett of Baltimore county,” it is insisted by the appellant’s solicitors, has opened the door for such a bill of review, and rendered it the appropriate mode of seeking the relief they desire. Is such the effect of this act of Assembly? Was it so designed by its framers? It contains but a single section, and is in these words: “ Be it enacted by the General Assembly of Maryland, that the deeds which were executed by Mary E. Berrett and Joseph S. Berrett her husband (upon their marriage) to John Oliver, of the city of Baltimore, and after their marriage to the said John Oliver and Sarah Chew O’Donnell, and also to James Inloes ; making a settlement of the estate real and personal of the said Mary E. Berrett in trust, for the uses and purposes therein mentioned; and also the several decrees of the chancellor of Maryland, and the County court of Baltimore county, in and upon the premises, and appointing successively James Inloes, and finally Gabriel Paul, trustees in the premises, in the place of the said John Oliver, and Sarah Chew O’Donnell, be and the same are hereby declared to be null and void; so far as the same extend to vest the property of the said Mary E. Berrett in trust, and that all the estate of the said Mary E. Berrett, which has not been sold and disposed of by virtue of, and under the authority of the decree aforesaid, and which is now vested in said Gabriel Paul in trust, be, and the same is hereby vested in the said Mary E. Berrett in the same manner, and under the same •conditions, and none other, as married women can and do, by the laws of this State, hold and enjoy property of the same *206 description, Provided, and it is hereby expressly declared, that nothing in this act, shall in any way or manner, affect the right of any other .person in and to any part of the said property, and that this act be construed only to render void and annul the trust now existing as aforesaid, and to leave the said Mary E. Berrett, with respect to that part of her property now held in trust, in the same manner as if no such trust had ever existed.” Construing this act of Assembly as all other Legislative enactments must be construed; according to the declared will and obvious design of the Legislature; can the human mind be brought to the. conclusion, that the intention of the General Assembly in passing that law, was to authorize the filing of a bill of review, for the purpose of reversing the decree referred to ? Is there a sentence or word in the law, which could suggest the idea; that in passing it, the Legislature intended, or contemplated, any subsequent judicial proceedings, to try the validity of the decrees and deeds which it mentions? If there be, it requires keener optics than we possess, to discern it. To us their design is too manifest to admit of a momentary doubt. They intended to do what their language unequivocally imports ; by legislative enactment, to vacate and annul the deeds and decrees on which they were acting; and to divest the rights and title, of the other persons by them named in the real and personal estate held by Mary E. Berrett before the date of said deeds and decrees, and to reinvest the same in her in the same manner, as if those deeds and decrees had never existed ; subject to the proviso, contained in the act of Assembly. Can the Legislature exercise such a power? Unquestionably not. This act of Assembly, is so direct and obvious a violation of our declaration of rights (a part of the constitutional code of Maryland) which declares, “ that the legislative, executive, and judicial powers of government ought to be forever, distinct from each other,” and of the 10th section of the constitution of the United States, which provides, that no State shall pass any laAV impairing the obligation of contracts, that to prove its unconstitutionality needs neither argument, illustra *207 tion, or authority. We regard, therefore, this act of Assembly as utterly null and void; and wholly inoperative, upon the deeds, decrees, and rights of the persons mentioned therein.

But suppose there could be ascribed to it, that qualified effect, which has been imputed to it, by the appellant, viz: that it only operated upon the remedy, by which the rights of the parties were to be adjudicated; and so far removed from Mrs. Berrett and her husband, the conclusiveness of the decree of 1815, as to authorize its reversion, by such a bill of review as that now under consideration. Within what time must that bill have been filed ? In nine months after the passage of the act of Assembly, if preferred by Berrett and and wife; and within nine months after the death of Berrett, or the knowledge of that event had reached her, if filed by Mrs. Berrett after discoverture; that being the time fixed by the act of Assembly, limiting appeals from decrees and orders of the court of Chancery. The present bill was filed more than two years after information of Berrettts death was communicated to the appellant.

It is alleged,that this objection does not arise in this case; the appellees not having relied on it in their answer. This suggestion, if entitled to any weight, is answered by the fact; that this proceeding is in part against infants, and it is the duty of a court of Equity, to see that their rights are not prejudiced or abandoned, by the answers of their guardians. But there is nothing in this objection. It is not the ordinary case of limitations or presumptive bar from lapse of time; the determination of which may depend upon the proofs in the cause. But is a case, where a plaintiff’ comes before you, asking for relief, and shews upon the face of his bill, that you have no jurisdiction over the subject. Against the influence of such a defect, you cannot shut your eyes, whether the defendant rely on it as a defence, in his answer, by plea, or on demurrer, or not. It is a matter of law, of which the court must judicially take notice. It admonishes them not to proceed in the trial; that they have no jurisdiction over the subject matter thus illegally attempted to be brought before *208 them. And they dispose of the question in precisely the same manner, that an appellate court would do, if a case were brought before them, in which the appeal had been taken, long after the time limited by law for the granting of such appeals. In a proceeding like the present, the Chancery court is in fact an appellate tribunal, called on to review its own decree, in a case where the application for its aid, shews the absence of all appellate power in the court. Edwards vs. Carroll, 5 Bro. P. C. 466; Foster vs. Hodgson, 19 Ves. 180; and Mitf. P. C. note (e) 212.

The views we have taken of this case, render it unnecessary for us to examine the several grounds urged in the argument, for the reversal of the decree of 1815.

Looking to the appellant’s proceeding, as a bill of review without leave (and in no other character, more favourable to her can it be regarded) we cannot do otherwise than affirm the Chancellor’s decree, dismissing the bill, with costs in both courts.

DECREE AFFIRMED WITH COSTS IN BOTH COURTS.

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