Ex parte Morton
Ex parte Morton
Opinion of the Court
The opinion of the Court was delivered by
This case, and the matters in contest, will be ' better understood by going back to another cause. In 1833, Patience Morton applied to the Orphans’ Court for a citation commanding Isaac Norris, her trustee under the will of Joseph Morton, late of Charleston, deceased, to settle his account and pay her what might be due to her. The whole will was annexed
The auditor further reported, that Isaac Norris was duly appointed trustee; and his appointment and acceptance are set out at large in those proceedings; and further, that'the real property by a decree of a Court of Chancery, in South Carolina, was sold and that the moiety of net proceeds was $291. The account of the executor of * Joseph Morton’s will is an exhibit in that case, showing the amount of personal estate belonging to Joseph and Patience M. Morton. The auditor then states the amount of the whole proceeds of personalty, which, as both attained twenty-one years, is absolutely their property; and also the amount of net proceeds of the house — to the interest of one-half of which each is entitled for life.
To this report two exceptions were filed by the trustee, and eventually an appeal was taken to the Supreme Court; and the decree was modified according to the claims of the trustee, and the Court adjudged the whole amount in the trustee’s hands to be, after making all deductions for expenses, &c. $2873 19, of which sum the said Patience was entitled to one-half, viz. $1436 59; and then made a further deduction for moneys before paid, leaving $1057 35 then payable to her; and the Court further ordered the interest on $291, being one-half of the net proceeds of the house, to be paid to her during her life, and at her death to be paid according to the directions of the said will.
'The respondent was trustee for Joseph as well as Patience. An account settled by a trustee binds all whose claims are embraced in it, and binds the trustee as to the amount decreed to have come to his hands, and as to the proportion and amount due to each claimant. Notice is given, and the object and intention of the law is, that a trustee shall not be called to account to each, and that each shall not be put to the trouble and expense of compelling a separate settlement. It is not necessary to decide whether, if the trustees had receipts for payments to a claimant
In 1837, Joseph M‘Kenzie Morton, the appellee in this cause, presented a petition to the Court of Common Pleas of Philadelphia County, under the provisions of a late act of assembly; and as the whole argument here turned on the formality of the proceedings, I must cite some parts of them. The petition states that Isaac Norris, as trustee, has in his hands a portion of the estate of Joseph Morton, deceased, late of Charleston, &c. to be disposed of according to the directions of the last will of the said Joseph Morton : that by the terms of that will the greater portion of the same is payable to the petitioner, &c.; that by the admission of the said Isaac Norris, the sum of $1419 39 was in his hands on the 6th of June, 1836, as also by a settlement of his accounts in this Court acquiesced in by him; but the petitioner alleges a greater sum to bo due to him: that of the said sum of $1419 39, admitted by the trustee, the sum of $1123 29, together with interest on the whole sum from the said 6th of is due and the law *and the intent of the trust, and praying a citation and a decree to pay, &c.
A citation issued, and on the 9th of March we find the answer of “ Isaac Norris, trustee under the last will and testament of Joseph Morton, deceased, to the petition,” &c. After a protestation and reservation of exceptions as to the errors, uncertainties, and inaccuracies of the petition, the respondent admits, “that he has in his hands, as trustee aforesaid, the sum of $1414 19, as appears in the account which was formerly settled in this honorable Court, and which was confirmed by themthat he expended $40 in prosecuting an appeal to the Supreme Court, &c. The respondent denies that any part of the said fund is held in trust for the said petitioner, or that by the terms of the said will any part thereof is payable to him ; and prays judgment, &c.
The petitioner filed four interrogatories, which were answered, with a protest against the power of the Court to compel answers. The first repeats the admission of the sum in his hands. The second states that Joseph M‘Kenzie Morton, the person named in the will of Joseph Morton, is entitled to part of the principal sum, and interest on the residue; but whether the petitioner is the person named in the said will, the respondent declared that he knew not, and that the said fund is claimed by Patience M. Morton. The third states, that on the 5th of May, 1836, he aid the petitioner part of the fund in his hands. The fourth is
No act of assembly prescribes any form for these petitions; each of them ought, however, to set out enough to show the nature and ground of the claim, so that it may appear what was asked and what was done, There is, however, an excuse in the present case. On a former citation, the will, and the fund, and the appointment and acceptance of the trustee, and the amount received by him, had all been before the same judges, and were eventually settled in this * Court. The amount due to the petitioner was then settled; but as he was not the applicant on that hearing, and several years have elapsed, his present petition was to obtain payment of the sum then decreed; and if his petition had recited that decree, or referred to it by a prout, as it was in the same Court, not much of form was requisite beyond this.
An objection is also made, that the testimony before the Common Pleas was not here ; and that as this Court cannot see that the decree was right, they ought to reverse. As to the last position, it is the reverse of the rule. We cannot reverse a decree on an appeal, unless the party appealing shows that injustice has been done. An appeal from a final decree calls for a decision on the merits; and we will rarely if ever notice defects of form not objected to below. The objection, however, is made on another mistake of fact: — the answer referred to and brought in the record on the first citation, and all proceedings under it, including the final decree. Those proceedings proved the whole case:— That Isaac Norris was trustee under J. Morton’s will, for Patience and Joseph M. Morton; the amount in his hands, and from what funds it arose ; and that Patience has no claim to the sum now decreed. The other exceptions were waived^
Decree affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.