Brinton v. Washington County Hospital

5 N.W.2d 905, 232 Iowa 617
CourtSupreme Court of Iowa
DecidedOctober 27, 1942
DocketNo. 46110.
StatusPublished

This text of 5 N.W.2d 905 (Brinton v. Washington County Hospital) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brinton v. Washington County Hospital, 5 N.W.2d 905, 232 Iowa 617 (iowa 1942).

Opinions

Bliss, J.

The plaintiff is the widow of W. F. Brinton and a beneficiary under his last will. The individual defendants are trustees of their codefendant, Washington County Hospital, an institution organized under the provisions of what is now chapter 269, Code, 1939. The testator died about the latter part of 1919 or early in 1920, possessed of a substantial estate. By his will he appointed his wife and two others as executors, with directions to them to convert his property into money for investment in interest-bearing securities. One third of his property was given absolutely to his wife, the plaintiff herein. *618 The net income of the remainder of his estate was directed to be paid to his wife until her death or remarriage. In the event that the income was not sufficient to care for her ‘ ‘ suitably and abundantly,” he directed that additional funds be furnished her from the principal of the trust estate. The will further provided that:

“At the death or remarriage of my wife, the whole of the Trust estate then remaining shall pass to the Washington County (Iowa) Hospital Association and be named the ‘Frank and Ina' Brinton Belief Fund’ and be a perpetual monument to her and to me.

“Thereafter the Trust estate as then constituted shall be managed by the Trustees of the Hospital and they shall use and appropriate the net income thereof to furnish in said Hospital to poor women in times of childbirth, help and relief which they otherwise would not receive, but $25.00 shall be the maximum sum expended for any one confinement.”

Except for some specific bequests, there were no other beneficiaries under the will. Commencing shortly after the ■testator’s death, the widow began to draw heavily from the trust estate, and continued to do so for a number of years, thereby materially reducing the principal assets of the estate.

Some time prior to April 14, 1926, the widow proposed to the then trustees of the hospital that she purchase any and all rights and interest of the hospital in and to the trust estate, and that the hospital make full transfer and conveyance Of all said property to her. She proposed to pay $1,500 therefor to the hospital. A contract evidencing the transaction ivas entered into on said date, according to the plaintiff, but the original contract ivas not offered in evidence. A purported copy of the contract was embodied in a resolution of the board of hospital trustees, adopted on April 14, 1926, which resolution was introduced in evidence. Among the provisions of the contract were the following:

“Whereas, the allowances heretofore made and paid to said Ina Brinton out of the principal of said trust estate have so reduced the same in amount and value, and the limitations upon *619 tbe use' of said trust estate, if and when available to said Hospital, are of such a character as to make same of so little practical value to said Hospital or. its beneficiaries, that in the judgment of the Board of Trustees of said hospital it would be for the best interests of the said hospital and the interests represented by them, to realize from said estate some immediate cash benefits in lieu of the contingent and doubtful benefits otherwise accruing, in consideration of the relinquishment by said Hospital of any and all other claims under said will, or to said estate, and to the management or control of the property remaining in said estate, and

“Whereas, it is the mutual desire of all parties concerned as beneficiaries of said trust estate to provide for said Hospital some immediate cash benefits to be used in compliance with the spirit of the provisions of the will of said deceased, and to obtain release and surrender of the full title and control of all property of the estate of W. F. Brinton remaining, to Ina Brinton, his surviving widow and other beneficiary, [Italics ours.]

“Now, therefore, * * *”

The appellant places much reliance on the italicized words. As provided in the contract, the attorney began proceedings to procure an order of court authorizing the performance of the contract. An application to the court, in behalf of and signed by Ina Brinton and the hospital, was filed in the estate proceedings, setting out the terms of the will, the property remaining, the disbursements to the widow, the resolution and contract. After referring to the sums of money paid to the widow, the application states:

“ * * * and such payments have materially reduced the principal assets of said estate; that in the opinion of the Board of Trustees * * the value remaining in the property of said estate reckoned as part of the trust estate under the provisions of said will, is uncertain and doubtful, and that in any event at the present rate of disbursement for annual allowances to the surviving widow from the principal of said estate, together with other costs and expenses, the interest and value therein accruing to the residuary legatee in the event of the death or *620 remarriage of the surviving widow, will without doubt in. the course of not to exceed several years, be entirely exhausted.”

On May 15, 1926, the court made an order authorizing the consummation of the transaction. Thereafter the remaining estate property was all transferred to Ina Brinton and the estate was closed, and on September 16, 1926, the appellant gave her personal- check payable to the order of Washington County Hospital. On the face of the check is this writing: ‘ ‘ Payment under agreement of June 3, 1926. ’ ’ There is nothing in the record to explain this writing or to indicate what the agreement of June 3, 1926, was. The appellant, as a witness, never mentioned the matter.

On February 24, 1941, appellant filed her petition in this action, alleging the contract of April 14, 1926, the payment of the $1,500 under. an alleged agreement on the part of the Hospital to set the same aside as a trust fund to be known as the “Frank and Ina Brinton Relief Fund,” and to be used for the purpose stated in her husband’s will. The petition also alleged that the hospital had failed and neglected to establish said fund, or to use it for the purposes agreed upon by the appellant and the hospital, though repeatedly called upon to do so. She prayed for a writ of mandamus commanding the appellees to establish the trust fund for the purpose agreed upon and designated in the W. F. Brinton will.

The appellees answered, admitting the payment of the $1,500, but alleged that it was received as the absolute property-of the hospital in satisfaction and settlement of its rights under the will, and that the money was not received in trust, nor so kept, but was paid out in the operation of the hospital; that the appellant had so manipulated the affairs of the estate to her own advantage to such extent that the estate would shortly have been wholly exhausted and all provisions of said will for any apd all other beneficiaries wholly nullified, including the large income to the appellee hospital, and by reason thereof the appellee was induced to accept said sum of $1,500 in compromise settlement of its profitable rights in said estate; that at the time of paying said sum, and at all times thereafter, until shortly before this action, the appellant and this appellee recognized *621

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5 N.W.2d 905, 232 Iowa 617, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brinton-v-washington-county-hospital-iowa-1942.