Rinker's Administrator v. Simpson

166 S.E. 546, 159 Va. 612, 1932 Va. LEXIS 220
CourtSupreme Court of Virginia
DecidedNovember 17, 1932
StatusPublished
Cited by12 cases

This text of 166 S.E. 546 (Rinker's Administrator v. Simpson) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rinker's Administrator v. Simpson, 166 S.E. 546, 159 Va. 612, 1932 Va. LEXIS 220 (Va. 1932).

Opinion

Epes, J.,

delivered the opinion of the court.

This is a suit in chancery brought in the Circuit Court of Rockingham county by Nina A. Simpson against Brock T. White, administrator c. t. a. of Ella L. Rinker, Lillian N. White and Brock T. White as trustees under the will of Ella L. Rinker, Lillian H. White, in her own right, and Elizabeth White, Dorothy White and Helen White, the last three being all the children of Lillian R. White, who survived Ella L. Rinker. The cause was heard upon the bill and a demurrer thereto.

The material allegations of the complainant’s bill, which was filed in April, 1931, are as follows:

Ella L. Rinker died in February, 1928, leaving a will dated March 15, 1916, which was admitted to probate by the clerk of the Circuit Court of Rockingham county on February 29, 1928, at which time Brock T. White was appointed and qualified as administrator c. t. a. Omitting the purely formal parts, this will reads:

“I will to my sister, Lillian H. White, all my property, both personal and real estate, her lifetime; after her death it is to go to her children, except $1,000.00 which Lillian H. White or Brock T. White shall hold in trust for Nina A. Garrison, using it for her, both interest and principal, entirely as they deem best for her, and I have instructed them what disposition to make of any of the amount above mentioned that should remain at her death.”

Nina A. Garrison is not a blood kinswoman of Ella L. Rinker, but when she was about seven years old Ella L. Rinker took her into her home and raised her as a member of- her family. She remained in the Rinker home until about 1921, at which time she was thirty-five years old.

Nina A. Garrison married J. A. Simpson, and they have four children. For several years before and ever since her marriage she has been in delicate health. During the year preceding the institution of this suit, she had undergone [617]*617four operations. One of these, performed at Memorial Hospital, Harrisonburg, Virginia, on February 5, 1931, was a very serious operation and involved the removal of her uterus and other vital organs. When she filed her bill she was in the hospital, physically helpless, and without means to meet her necessary expenses for maintenance and medical and hospital attention.

Her husband is fifty-two years old. Before their marriage be had undergone serious operations, and since their marriage has been in bad health and incapable of earning proper support for his wife and their four children. He is not able to do hard manual labor, which is the only kind of work for which he has been fitted by education and training. He has a small home and a very limited amount of means, but after meeting the ordinary and necessary expenses of the family, he has “little or nothing” left to care for emergencies.

There is no assurance that the health of either the complainant or her husband will be speedily, if ever, restored.

Neither Brock T. White nor Lillian H. White, the trustees mentioned in the will, have paid to or for Nina A. Simpson any part of the principal or income of the $1,000 bequeathed to them in trust for her. They have not made any settlement of their account as such trustees, and have refused to inform her as to how the trust fund is invested and secured; and though Mrs. Simpson has requested them to pay over to her the principal and income of the trust fund, or some part thereof, they have refused to do more than “advance” to her the net proceeds of one year’s interest, amounting to about fifty-five dollars.

The attitude of the trustees with reference to the administration of this trust is indicated by the following excerpts copied into the bill from two letters written by Brock T. White. While the bill does not so allege, these letters seem to have been written by him to counsel for Mrs. Simpson in reply to letters neither the substance nor text of which are given in the bill.

[618]*618In a letter dated January 8, 1931, he says:

“Under no circumstances will she (Mrs. White) pay Mrs. Simpson any part of the principal for self-expenditure. Should it become necessary to use any part of the principal for Mrs. Simpson’s benefit, Mrs. White herself will make the expenditure.

“Mrs. White wishes me to say further that if Mrs. Simpson is in need of hospital treatment, she does not feel justified in using any of the principal for such purpose, since she has a living husband who is able and whose duty it is to pay such expenses.”

In a letter dated January 16, 1931, he says:

“Your note requesting to know the status of trust fund for Mrs. Simpson has been received.

“I must decline to give further facts about this matter except the negative information that the fund is no personal liability of mine nor of any member of my family. Neither will any member of my family benefit by any residue after the trust has been discharged.

“If Mr. Simpson is taking Mrs. Simpson to a hospital within a very short time, as indicated in your letter, and they are in need of ready funds, Mrs. White directs me to state that she will arrange to advance the net proceeds of one year’s interest which she will apply to hospital expenses. The interest will be due December 1st next and will be sixty dollars, less taxes and bank discount, netting about fifty-one dollars.”

The bill prays: “That the court construe the will of the said Ella L. Rinker and declare, fix and establish the right of complainant to the bequest of one thousand dollars ($1,000.00) made by the said Ella L. Rinker in her said will in trust for complainant, and declare that the trust shall be treated as terminated, and the amount due thereon paid to complainant; that the defendants, Lillian H. White and Brock T. White, trustees, be required to account for the said fund and show how and where the same is invested, and make proper settlement of the same before a com[619]*619missioner of the court; and in the event the said defendants cannot be required to pay to complainant the entire fund, that the said trustees be required to apply the principal and interest on the said fund in payment of necessary medical and surgical, hospital and nursing expenses, and for her maintenance and support, as contemplated by the said will; and that all such other, further and general relief be granted as the necessities of the case may require or to equity may seem meet, * *

The defendants demurred to the bill, stating as their ground of demurrer, “That the said plaintiff, Nina A. Simpson, is not possessed of such interest in the subject matter herein as to entitle her to maintain this suit.”

The court, by its decree entered on November 28, 1931, overruled the demurrer and granted leave to the defendants “to file their answer within thirty days to the said bill, not in conflict with the opinion of the court filed in this cause.”

In its opinion, which it made a part of its decree,' the court held: (1) The declaration in the will that the testatrix had instructed the trustees “what disposition to make of the amount above mentioned that should remain at her [Nina A. Simpson’s] death,” was not valid as a bequest over of so much of the trust estate as should not have been expended by the trustees for the benefit of Nina A. Simpson during her lifetime.

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Cite This Page — Counsel Stack

Bluebook (online)
166 S.E. 546, 159 Va. 612, 1932 Va. LEXIS 220, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rinkers-administrator-v-simpson-va-1932.