Simmons v. Simmons

15 S.E.2d 43, 177 Va. 629, 1941 Va. LEXIS 248
CourtSupreme Court of Virginia
DecidedJune 9, 1941
DocketRecord No. 2381
StatusPublished
Cited by5 cases

This text of 15 S.E.2d 43 (Simmons v. Simmons) 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
Simmons v. Simmons, 15 S.E.2d 43, 177 Va. 629, 1941 Va. LEXIS 248 (Va. 1941).

Opinion

Hudgins, J.,

delivered the opinion of the court.

The object of this suit is three-fold: 1st, to have a paper writing, wherein the widow of W. L. Simmons stated that she would accept the provisions of her husband’s -will, declared null and void; 2nd, to compel the [632]*632executor to pay the widow her distributive share of the personal property; and, 3rd, to have dower assigned in the lands of which her husband died seized and possessed. From a decree granting the prayer of the bill, the other legatees and devisees sought and obtained this appeal.

The only error assigned is the refusal of the chancellor to declare that the widow was bound by her written acceptance of the provisions of the will of her husband. The decision necessarily turns upon the facts.

W. L. Simmons, on October 27, 1932, when he was 48 years of age, married Eudora Eva Whitlow, his third wife, who was then 24 years of age. The parties met in the Memorial Hospital, Danville, Virginia, where Miss Whitlow had been engaged as professional nurse by Mr. Simmons, then a patient in the hospital. Soon after the marriage, Mr. Simmons’ health became seriously impaired and in 1934, at his request, his sister, Miss Bose Simmons, gave up her position in Bichmond and moved to the home of her brother in Union Level, Mecklenburg county, Virginia. There she acted for and with him in the conduct of his rather extensive business affairs. Mrs. Simmons seem to have confined most of her attention— certainly during the last four years of his life — to nursing her husband, who was a semi-invalid.

His nearest relatives were two sisters, Miss Bose Simmons and Mrs. Annie Lou Wilkinson. He died on Tuesday, July 4, 1939, and was buried on Thursday. On Friday night Mrs. Simmons, the two sisters and other members of the family went to the home of Irby Turnbull, who, in the presence of all parties, read the will, which he had prepared and had retained at the request of the testator.

Under the terms of this will Mrs. Simmons and the two sisters were given $500 each. The only other provision for Mrs. Simmons was the payment of the sum of $25 per month. To secure these monthly payments the executor was directed to invest a sufficient amount [633]*633of the personal estate in a trust fund. “Upon the death of my said wife or her remarriage, I desire the said trust fund to be paid to my legatees hereunder or their descendants. This provision for my wife to be in lieu of her statutory rights.” The residence at Union Level, with all the furniture, silverware and china, was devised to Miss Bose Simmons for life, with the remainder to William Leon Wilkinson, a nephew. All other personal property was devised to the two sisters in equal shares. The remaining real estate was devised to the two sisters for life, and at their death to their descendants. The executor, Virginia Trust Company, of Bichmond, Virginia, was authorized to sell, at its discretion and within ten years, all the real estate except the residence at Union Level.

On Saturday, July 8, Mr. Turnbull had copies of the will typed and sent to the beneficiaries. On the same day Miss Bose Simmons sought the advice of Mr. Turn-bull on the farming operations and the payment of employees ; — that is, she desired to know whether she could continue the contracts made with tenants on the farms for 1940 and whether she could continue to make advances for 1939 and to pay other employees. She testified that Mr. Turnbull told her that he could not advise her on these matters until he knew whether or not Mrs. Simmons would accept or renounce the provisions made for her in the will. Following this interview, on Monday, July 10, 1939, Mr. Turnbull wrote Miss Bose Simmons the following letter:

“I herewith enclose a paper that I shall thank you to have Mrs. Simmons sign in your presence or in the presence of some other witness. The executor will want to know whether or not Mrs. Simmons elects to accept the provisions made for her under the will, and if Mrs. Simmons will sign this paper, it will facilitate the early administration of the estate. By this means, I think that 1 may be able to get the Executor to disburse the special legacies of $500.00 at once, and I know that I [634]*634can get them to begin the income payments under the will much earlier than I told you that they would begin.”

The paper enclosed read:

“TO THE, VIRGINIA TRUST COMPANY, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OP W. L. SIMMONS, DECEASED:
“In order to expedite the administration of this estate, I hereby notify you that I accept the provisions made for me in the said will. I am the widow of the said Simmons, and I have a copy of his last will and testament, and I accept the provisions made for me in lieu of all statutory rights.
“This the 10th day of July, 1939.
“Witness:”

Miss Rose Simmons did not urge Mrs. Simmons to sign the paper. She simply “handed” it, with the letter, to Mrs. Simmons, who, after reading both, immediately signed the document and gave it to Miss Rose Simmons, who mailed it to Mr. Turnbull.

The Virgina Trust Company was duly notified that it was named executor. On July 12, it sent its representative from Richmond to Union Level. This representative, with Mr. Turnbull and the other interested parties, met in the office of the testator and made a tentative list of the notes, bonds, stocks and other personal property. The representative, with Mr. Turnbull, went to the clerk’s office in Boydton, examined the land books, ascertained the number of farms and other real estate owned by the estate and the assessed value of each parcel. Thereafter the executor qualified.

On July 22, the Virginia Trust Company paid the parties the cash legacies of $500 each. Mrs. Simmons signed a receipt stating that she accepted the money under the provisions of her husband’s will. In the meantime, tenants were informed that they could continue their farming operations for 1939 and that their con[635]*635tracts made -with, the testator for 1940 were valid and recognized as binding obligations upon the estate.

On August 2, 1939, Mrs. Simmons, acting under the provisions of Code, secs. 5121 and 5276, renounced in writing- the provisions for her in the will and claimed her dower and distributive rights under the statutes, which writing was duly recorded in the clerk’s office of the Circuit Court of Mecklenburg county.

The executor continued to send Mrs. Simmons the monthly income mentioned in the will. However, none of these checks were cashed or accepted. The executor, acting on the apparent assumption that the widow had elected to take under the provisions of the will, declined to give to the widow any part of the personal estate or take the proper steps for the assignment of dower.

At first November rules, 1939, the widow filed the bill in this case, alleging that the paper signed by her at the request of Miss Rose Simmons did not amount to an irrevocable election, and that her renunciation of the will on August 2 was made within the time stated in the statute, and concluding with the prayer for relief as stated.

To this bill the executor filed an answer stating- that the controversy was between the devisees and legatees under the will, on the one hand, and the widow, on the other, and that it was not interested except to know what its duties were under the circumstances.

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Bluebook (online)
15 S.E.2d 43, 177 Va. 629, 1941 Va. LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simmons-v-simmons-va-1941.