Thomas Wynns III v. Rae Cummings

CourtCourt of Appeals of Tennessee
DecidedAugust 29, 2001
DocketW2000-02156-COA-R3-CV
StatusPublished

This text of Thomas Wynns III v. Rae Cummings (Thomas Wynns III v. Rae Cummings) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thomas Wynns III v. Rae Cummings, (Tenn. Ct. App. 2001).

Opinion

IN THE COURT OF APPEALS OF TENNESSEE AT JACKSON August 29, 2001 Session

THOMAS CLINTON WYNNS, III. v. RAE ANN CUMMINGS

A Direct Appeal from the Chancery Court for Shelby County No. 99-0082-1 The Honorable Walter Evans, Chancellor

No. W2000-02156-COA-R3-CV - Filed December 28, 2001

This case involves a dispute between Thomas Clinton Wynns, III (“Thomas”) and Rae Ann Cummings (“Rae Ann”), the son and granddaughter of Mrs. Leola Wynns (“Leola”), concerning Leola’s mental capacity and ability to manage her own affairs. Plaintiff, Thomas, holder of a power of attorney from his mother, filed a complaint against the defendant, Rae Ann, seeking to have Rae Ann turn over to him all of Leola’s assets in possession of Rae Ann. Rae Ann filed an answer to the complaint and a petition for appointment of a conservator for Leola and for an injunction against Thomas from removing any more of her assets. After a nonjury trial, the trial court found that the court had jurisdiction to appoint a conservator for Leola; that the facts warranted the appointment of a conservator; that the power of attorney held by Thomas and a will executed by Leola in 1998 were void, and that the quit claim deed executed on April 22, 1999, in favor of Thomas, was also void. Thomas appeals. We affirm in part, vacate in part, and remand.

Tenn.R.App.P. 3; Appeal as of Right; Judgment of the Chancery Court Affirmed in Part, Vacated in Part, and Remanded

W. FRANK CRAWFORD , P.J., W.S., delivered the opinion of the court, in which and HOLLY KIRBYLILLARD , J., joined. ALAN E. HIGHERS , J. (not participating)

Harvey Gipson, Memphis, For Appellant, Thomas Clinton Wynns, III

Bruce A. Ralston, Memphis, For Appellee, Rae Ann Cummings

OPINION The plaintiff-appellant, Mr. Thomas Clinton Wynns, III (“Thomas”), filed his complaint on February 1, 1999, against defendant-appellee, Ms. Rae Ann Cummings (“Rae Ann”)1, requesting that the trial court order Rae Ann and/or her agent, Mr. Charles Sevier, Attorney at Law, to deliver all investment accounts, banking accounts, last will and testament and other personal papers of Ms. Leola P. Wynns (“Leola”) to her son, Thomas. The complaint alleges that on or about October 28, 1998, Leola executed a durable general power of attorney naming Thomas as her true and lawful attorney in fact. This document dated October 28, 1998, was made an exhibit to the complaint and provides Leola’s address as 4228 Trudy Street, Memphis, Shelby County, Tennessee. The complaint also alleges that Leola executed a revocation of durable power of attorney revoking any power of attorney appointing Rae Ann as her attorney in fact. This document, dated October 28, 1998, was also made an exhibit to the complaint and provides that Leola is “a resident of Memphis, Shelby County, Tennessee.”

The complaint further alleges that Thomas has requested that Rae Ann, pursuant to his durable power of attorney, turn over all bank accounts, investments, stocks and bonds, and the last will and testament of Leola and that Rae Ann refuses to deliver the last will and testament and the stock certificates belonging to Leola. The complaint also alleges that Rae Ann has turned over the requested documents to Mr. Sevier, her attorney, and that he will not deliver those documents to Thomas unless or until a complaint is filed and a court order has been entered requiring him to either turn the documents over or place the documents with the clerk and master of the Chancery Court of Shelby County, Tennessee, pending further orders of the court.

On April 26, 1999, Rae Ann filed her answer to the complaint and a petition for the appointment of a conservator and for an injunction against further removal of assets. The answer admits that Rae Ann has refused to turn over certain stocks, bonds, and other investment information to Thomas, but states that this refusal is in the best interest of Leola. The answer further admits that the stocks, bonds, and investment information has been turned over to Mr. Sevier and that he has refused to turn over those documents to Thomas without a court order in an effort to protect Leola.

The petition for the appointment of a conservator for Leola and the injunction against further removal of assets provides that because of Leola’s advanced age and her mental and physical condition, she is unable to manage her own affairs. The petition states that Leola is suffering from senile dementia, progressive blindness due to her advanced age, and possibly a variety of other ailments. The petition states that Rae Ann is thirty-one years old, lives in Memphis, Shelby County, Tennessee and that she is the natural granddaughter of Leola. In the petition, Rae Ann seeks to be appointed conservator of Leola and points out that Rae Ann has lived with Leola most of her life and has been Leola’s primary caretaker since the death of Leola’s husband in June of 1995.

The petition further explains that since December 1985, Leola has resided in her home with Rae Ann and that on October 2, 1998, Thomas took Leola from her home in Memphis, Tennessee to his home in West Point, Mississippi. According to the petition, it was Rae Ann’s understanding

1 To av oid con fusion, w e will refer to the p arties by their first nam es.

-2- that Leola was going to Mississippi only for a short period of time and that sometime later, Rae Ann learned that Thomas had caused Leola to execute a power of attorney in his favor and that Thomas had closed the bank accounts and had taken the money and was seeking Leola’s other assets.

Rae Ann requested in the petition that proper notice be issued to Leola; that a guardian ad litem be appointed; that the court appoint Rae Ann as conservator of the person and estate of Leola; that the court approve the property management plan and authorize Rae Ann to expend such funds from Leola’s assets and income as may be necessary for the care of Leola; that the court transfer to the conservator the rights of Leola to manage her financial and medical affairs; that an accounting of Leola’s assets be taken including the assets that Thomas has taken under his control; that Thomas be made to account for the whereabouts of any of Leola’s assets which have been diminished or altered in any way; that a temporary injunction be issued prohibiting Thomas from taking control of Leola’s assets being held in an account at Regions Bank or making any further effort to take control of any of Leola’s other assets; and that all of Leola’s assets, in whatever form, presently in the control of Thomas be turned over to the clerk of court or to the guardian ad litem or to another responsible and disinterested third party, pending further orders of the court.

Thomas contested the petition and the hearing on temporary injunction was held May 5, 1999, and by order entered June 4, 1999, the trial court ordered that each party be enjoined from disposing of or otherwise altering or transferring the present form of any of the assets belonging to Leola which are presently in their respective possession, except as otherwise directed in the order. The injunction ordered by the court applied to both the parties as well as their agents and attorneys. The trial court ordered that each party deliver to the opposing party a comprehensive list of all assets of Leola which are presently in his or her possession; that Sabrina D. Ball be appointed to act as the guardian ad litem for Leola; that each party shall provide Ms. Ball with a list of relevant witnesses; that Ms.

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Bluebook (online)
Thomas Wynns III v. Rae Cummings, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-wynns-iii-v-rae-cummings-tennctapp-2001.