Tuesday, October 11, 2022

Gimme a Chancery

As the legal fallout over Elon Musk's bid to purchase social network Twitter continues to unfurl, the Wall Street Journal recently explored the situation from an unusual perspective: what would Charles Dickens think of it all? In a story for the paper's humorous A-Hed section, Ellen Gamerman notes the parallels between Twitter v. Musk and Jarndyce v. Jarndyce, the all-consuming inheritance dispute at the center of Dickens's 1852 novel Bleak House (available to the Duke community in a variety of formats). Although Gamerman is careful to note that the lumbering Chancery Court of the Dickens tale (described at one point in the tale as "being ground to bits in a slow mill") bears little resemblance to Delaware's Court of Chancery today, she quotes a few fans and even one Dickens descendant who express amusement at the prospect of a modern-day chancery case playing out, should the parties fail to settle the dispute before the November trial date.

Gamerman briefly mentions the history of chancery courts in the Anglo-American legal system, describing their decline by the late 1800s in most jurisdictions. For the unfamiliar, though, a bit more detail would be helpful, such as the explainer on the Delaware Court of Chancery's own website. Courts of equity have deep roots in medieval English law, from a time when the King authorized his Chancellors with the discretionary authority to hear petitions and redress citizens' grievances outside the limitations of a court of law. Courts of law and courts of equity became parallel systems which handled different types of suits, depending on the remedies being sought. By the mid-19th century, both the English and American legal systems began to abolish separate courts of equity, in favor of reforming the courts of law as a single point for civil actions. Some states, like Delaware, retained their separate chancery courts for specific types of actions.

More information about Delaware's Court of Chancery, including its history, can be found in Wolfe & Pittenger, Corporate and Commercial Practice in the Delaware Court of Chancery, 2d ed. 2021 (online in Lexis). This extensive treatise discusses the history and practice before the Delaware Court of Chancery, with footnotes to relevant primary law. For more general information on chancery courts and the law of equity, check out some of these resources:

  • Principles of Remedies Law, 4th ed. 2022 (online in West Academic Study Aids Library): Includes a helpful overview to the development of courts of equity in chapter 2.
  • Law of Remedies: Damages, Equity, Restitution, 3d ed. 2018 (KF9010 .D6 2018 & online in West Academic Study Aids Library): This West Hornbook covers modern equitable remedies more generally, but includes some discussion of the history of chancery courts in chapter 2.
  • Equity and Law: Fusion and Fission, eds. Goldberg, Smith, and Turner, 2019 (Christie Collection K247 .E64 2019 & online): chapters explore various aspects of the history of equitable remedies in the US and UK.

Finally, if you wish to follow along with the Twitter litigation, the Delaware Chancery Court’s e-filing system requires registration to access filings on its website. However, current members of the Duke Law community can access the materials from Twitter v. Musk, Docket No. 2022-0613, via Bloomberg Law's docket search or Lexis CourtLink. Be warned that while Delaware's modern Court of Chancery may have little in common with Dickens's version, the volume of docket entries – more than 1,500 since July – gives the notoriously long Bleak House some stiff competition. (Fortunately, 21st-century researchers can use the "search within" features to speed up their reading.)

For help with accessing any of these resources, be sure to Ask a Librarian.

Monday, October 3, 2022

Saving Time with 50-State Surveys

Monday, October 10 is a federal and state government holiday, although the holiday differs depending on your jurisdiction. While many states continue to call the second Monday in October "Columbus Day," a number of others have renamed the holiday a variation on "Native Americans' Day" or "Indigenous Peoples Day," or observe the newer holiday in addition to the old one.

Celebrations of Italian explorer Christopher Columbus's 1492 landfall in North America have occurred in various American locations as early as the eighteenth century, and October 12 (later moved to the second Monday in October) was established as a federal holiday in the 1930s. However, Columbus Day has sparked protests by Native American communities and others, who have highlighted the impact of colonization on indigenous people in the Americas, and the related history of violent conflict and forced assimilation.

As noted in Smithsonian Magazine, South Dakota was the first state to rename the holiday in 1990, to Native Americans' Day. (Hawaii had previously renamed the second Monday in October as "Discoverers' Day" in 1988, but also clarified that it is not an official state holiday.) Other states have co-observed the holidays, such as Alabama's addition of "American Indian Heritage Day" alongside "Columbus Day and Fraternal Day" in 2000 . Last year, the federal government followed a similar approach, with a presidential proclamation for Columbus Day as well as one for Indigenous Peoples Day – the first time the federal government had formally acknowledged the newer holiday.

Researching the legal holidays (or any other research topic) in all fifty states can be a time-consuming process. Fortunately, fifty-state surveys exist to help speed things up. These resources compile statutory or regulatory code citations on a particular topic for all U.S. jurisdictions. Even a slightly outdated fifty-state survey can be a helpful starting place to point researchers to the correct section or area of an individual state’s current code.

How, then, to find 50-state surveys? Both Lexis and Westlaw have collections of topical surveys from their secondary source menus, but other options also exist. The National Survey of State Laws (9th ed. 2022, online in HeinOnline) is a long-running publication that compiles 50-state surveys on selected topics, including one on "Legal Holidays" state-by-state. Charts include the relevant code section number and a summary of the state information.

Another useful database for locating 50-state surveys is the Subject Compilations of State Laws, 1960-2018 (online in HeinOnline). Drawn from the contents of another long-running book series, the Subject Compilations database will often point to the 50-state surveys contained in Lexis and Westlaw, and the state comparison charts in Bloomberg Law. For the topic of state holidays, one helpful result in this category is Lexis's Banking Law – Bank Activities: Legal & Bank Holidays chart (last updated May 2020). The Subject Compilations database may also point to footnotes in law review articles or court opinions that list various jurisdictions' laws on a topic, relevant treatise sections, and even web links to non-governmental organizations. (Because the latest edition of the Subject Compilations in the database is from 2018, it will also point to older editions of the National Survey of State Laws in HeinOnline.)

For help with locating, or guidance on compiling, relevant 50-state surveys on a topic, be sure to Ask a Librarian.