Briggs v. Briggs

CourtListener 9507831Sd2 de jul. de 2019

Abrir fonte

Texto completo

#28647-SRJ
2019 S.D. 37

IN THE SUPREME COURT
OF THE
STATE OF SOUTH DAKOTA

****

In the Matter of the CERTIFICATION OF A QUESTION OF LAW FROM THE
UNITED STATES DISTRICT COURT, DISTRICT OF SOUTH DAKOTA,
SOUTHERN DIVISION, Pursuant to the Provisions of SDCL 15-24A-1, and
Concerning Federal Action Civ. 4:17-cv-04167-KES, Titled as Follows:

****

THOMAS BRIGGS, Plaintiff,

v.

JUDITH BRIGGS, Defendant.

****

ORIGINAL PROCEEDING

****

DANIEL R. FRITZ, II
MARY A. AKKERMAN
TIMOTHY R. RAHN of
Ballard Spahr LLP
Sioux Falls, South Dakota Attorneys for plaintiff and
non-moving party.

PAUL T. VAN OLSON
SHEILA S. WOODWARD of
Marlow, Woodward & Huff, Prof. LLC
Yankton, South Dakota Attorneys for defendant and
moving party.

****

ARGUED ON
NOVEMBER 13, 2018
OPINION FILED 07/02/19
#28647

JENSEN, Justice

[¶1.] On December 8, 2017, Thomas Briggs filed a complaint against his

sister, Judith Briggs, in the United States District Court for the District of South

Dakota, alleging claims for tortious interference with inheritance or expectancy of

inheritance, breach of fiduciary duty, and negligence. The district court dismissed

the claims for breach of fiduciary duty and negligence. The district court then

certified the following question to this Court on the remaining cause of action.

Whether South Dakota recognizes tortious
interference with inheritance or expectancy of
inheritance.

[¶2.] In answer to the certified question from the district court, we decline to

recognize a cause of action for tortious interference with inheritance or expectancy

of inheritance.

Background

[¶3.] Thomas’s federal complaint alleges that Thomas and Judith’s parents,

Elizabeth and Willard Briggs, each created a revocable living trust and will in 1995.

Thomas attached a copy of Willard’s trust to the complaint showing he and Judith

were treated equally as beneficiaries, and he alleges on information and belief that

he was also named as an equal beneficiary in Elizabeth’s trust and will. Further

demonstrating Willard’s and Elizabeth’s benevolent intent toward their children,

Thomas alleges his parents deeded land they owned in Illinois to Thomas and

Judith in equal shares, subject to a retained life estate.

[¶4.] In 1995, Willard gifted Judith approximately 395 acres of South

Dakota agricultural land to assist her as she started in the farming and ranching

-1-
#28647

business. Thomas did not receive a similar gift. Thomas alleges that Elizabeth and

Willard always intended their estate planning to include a later distribution to him

to equalize the gift to Judith.

[¶5.] In 1997, Willard passed away, and Elizabeth became trustee of

Willard’s trust. According to Thomas’s federal complaint, as Elizabeth’s health

declined, Judith developed a confidential relationship with her and became her

primary caretaker. Thomas further claims Judith began isolating Elizabeth from

others and began to control Elizabeth’s personal and financial decisions. He

identified that he last spoke to Elizabeth in 2006.

[¶6.] Thomas alleges Elizabeth amended her trust on January 16, 2009,

despite her declining health, and removed Thomas as a beneficiary. She amended

the trust a second time on January 3, 2012, removing Thomas’s daughter as a

beneficiary. Elizabeth passed away on July 16, 2013. Thomas claims that he was

unable to participate in the funeral services because Judith failed to inform him of

Elizabeth’s passing. He further claims he first learned of Elizabeth’s death on

approximately August 15, 2013, when he received a letter from Elizabeth’s attorney

explaining that Elizabeth had died and prior to her death had disinherited him.

This letter also provided Thomas with notice of the time allowed for commencing

judicial proceedings under SDCL 55-4-57(a)(2).1

1. SDCL 55-4-57(a)(2) provides:
A judicial proceeding to contest whether a revocable trust or any
amendment thereto, or an irrevocable trust was validly created
may not be commenced later than the first to occur of:
...
(continued . . .)
-2-
#28647

[¶7.] More than eighteen months after Elizabeth’s death, Thomas filed a

petition in state circuit court challenging the trust amendments. He argued the

amendments were invalid because Elizabeth lacked testamentary capacity and was

unduly influenced by Judith who was a beneficiary and trustee. In particular, he

asserted Elizabeth was unable to read either of the amended trusts when she signed

them at ages 89 and 92, respectively, due to her poor eyesight. Thomas also alleged

that Judith breached her fiduciary duties as trustee; however, Thomas did not

name Judith as a party defendant or commence an action against her in her

individual capacity.

[¶8.] After the circuit court dismissed Thomas’s petition as untimely under

SDCL 55-4-57(a), Thomas appealed to this Court. We affirmed, determining that

the petition was time barred. See In re Elizabeth A. Briggs Revocable Living Trust

(Briggs I), 2017 S.D. 40, ¶ 13, 898 N.W.2d 465, 471. We also held that the circuit

court lacked in personam jurisdiction to review the claim that Judith breached her

fiduciary duty because Thomas did not commence the action against Judith in her

individual capacity or move to join her as a party defendant. Id. ¶ 14. Thomas

subsequently filed the complaint pending before the federal district court, alleging,

among other claims, a claim for tortious interference with inheritance or expected

inheritance.

________________________
(. . . continued)
(2) Sixty days after the trustee, trust advisor, trust protector, or
the settlor sent the person who is contesting the trust a copy of
the trust instrument and a notice informing the person of the
trust’s existence, of the trustee’s name and address, and of the
time allowed for commencing a proceeding[.]

-3-
#28647

Decision

[¶9.] Tortious interference with inheritance, or at least a version of it, was

recognized in Georgia in 1915. Mitchell v. Langley, 85 S.E. 1050, 1053 (Ga. 1915).

However, most cases discussing the tort arose after the Restatement (Second) of

Torts recognized the cause of action in 1979. Restatement (Second) of Torts § 774B

(1979). The Restatement explains the tort as: “One who by fraud, duress or other

tortious means intentionally prevents another from receiving from a third person

an inheritance or gift that he would otherwise have received is subject to liability to

the other for loss of the inheritance or gift.” Id. Unlike probate challenges, the tort

exists between the intended beneficiary and the alleged tortfeasor outside of the

decedent’s estate. Id. cmt. c. See In re Meyer’s Estate, 69 S.D. 339, 341, 10 N.W.2d

516, 517 (1943) (indicating that a will dispute is in the interest of the estate).

[¶10.] Generally, the tort requires proof of five elements: “(1) the existence of

an expectancy; (2) defendant’s intentional interference with the expectancy;

(3) conduct that is tortious in itself, such as fraud, duress, or undue influence; (4) a

reasonable certainty that the expectancy would have been realized but for the

interference; and (5) damages.” In re Estate of Ellis, 923 N.E.2d 237, 241 (Ill. 2009);

accord Firestone v. Galbreath, 616 N.E.2d 202, 203 (Ohio 1993). The tort allows for

damages in the form of compensation from the wrongdoer for the loss of an expected

inheritance and punitive damages to punish the wrongdoer for the tortious conduct.

Restatement (Second) of Torts § 774B (1979).

[¶11.] In response to the district court’s certified question, Thomas urges us

to adopt a cause of action for tortious interference of inheritance or expected

-4-
#28647

inheritance. As support, he cites cases from other jurisdictions that have adopted

the tort. Judith maintains the tort is unnecessary. She argues that existing South

Dakota law provides an adequate remedy for any of the wrongs asserted by

Thomas. She also directs this Court to numerous cases refusing to adopt the tort.

[¶12.] The cases cited by Thomas and Judith reflect abundant law on the

issue—including the reasons for and against adopting the tort. Many of those

decisions have been issued by intermediate appellate courts or by federal courts

applying state law and, at times, produce inconsistent results, even within the same

jurisdiction. Compare In re Estate of Legeas, 258 Cal. Rptr. 858 (Cal. Ct. App. 1989)

(recognizing the tort), with Jones v. Welchner, No. H029511, 2007 WL 2751429 (Cal.

Ct. App. Sept. 21, 2007) (declining to recognize the tort). Compare Bocian v. Bank

of America, No. CV064019877, 2006 WL 3759305 (Conn. Super. Ct. Dec. 6, 2008)

(recognizing the tort), with Moore v. Brower, No. X10UWYCV054010227, 2006 WL

2130385 (Conn. Super. Ct. June 14, 2006) (declining to recognize the tort).

Compare In re Green, No. 173335, 1996 WL 33360648 (Mich. Ct. App. Aug. 16,

1996) (recognizing the tort), with Dickshott v. Angelocci, No. 241722, 2004 WL

1366001 (Mich. Ct. App. June 17, 2004) (declining to follow In re Green as not

binding and not persuasive).

[¶13.] We, therefore, focus on jurisdictions with decisions from the state’s

highest court. Our review shows that only a small number of the highest courts in

other states have adopted the tort without qualification or limitation.2 These courts

2. At least three state supreme courts have adopted the tort but have not
clarified its scope. Bohannon v. Wachovia Bank & Tr. Co., 188 S.E. 390, 394
(continued . . .)
-5-
#28647

allow the claim to proceed regardless of other available remedies so long as the

plaintiff has sufficiently pleaded the requisite elements. According to the Iowa

Supreme Court, the tort is “an independent cause of action for the wrongful

interference with a bequest[.]” Frohwein v. Haesemeyer, 264 N.W.2d 792, 795 (Iowa

1978); accord Barone v. Barone, 294 S.E.2d 260, 264 (W. Va. 1982). Maine likewise

treats the tort independently from a will or trust dispute, and in fact, allows a cause

of action “even before the testator has died.” Plimpton v. Gerrard, 668 A.2d 882,

886 (Me. 1995). Notably, the Oregon Supreme Court remarked that “[a] tort claim

does not become a will contest simply because it arises out of facts relating to the

making or unmaking of a will.” Allen v. Hall, 974 P.2d 199, 204 (Or. 1999) (en

banc). Therefore, a plaintiff need not first bring a probate challenge to proceed in

tort. Frakes v. Nay, 295 P.3d 94, 114 (Or. Ct. App. 2012).

[¶14.] Conversely, a number of decisions from the highest courts of other

states have unequivocally declined to adopt a cause of action for tortious

interference with inheritance or expected inheritance. The Virginia Supreme Court

declined to adopt the tort, reasoning that “[a] person who is mentally competent and

________________________
(. . . continued)
(N.C. 1936); Firestone, 616 N.E.2d at 203; Marshall v. De Haven, 58 A. 141,
142 (Pa. 1904). In those states, however, the lower appellate courts have
either adopted elements or otherwise indicated when such cause of action is
permissible. Murrow v. Henson, 616 S.E.2d 664, 669 (N.C. Ct. App. 2005)
(must exhaust probate remedies); Roll v. Edwards, 805 N.E.2d 162, 169 (Ohio
Ct. App. 2004) (tort claim is not ripe for review if adequate relief is available
through probate proceedings); Estate of Hollywood v. First Nat’l Bank of
Palmerton, 859 A.2d 472, 477–78 (Pa. Super. Ct. 2004) (adopted elements,
limited the tort to “demonstrable interference with the testamentary scheme
the decedent had sought to create by making changes in an existing will[,]”
and held tort does not apply to inter vivos transfers).

-6-
#28647

not subject to undue influence may make any disposition of his property he chooses

during his lifetime or by will at his death.” Economopoulos v. Kolaitis, 528 S.E.2d

714, 720 (Va. 2000). Similarly, the tort is not actionable in New York or Tennessee,

according to those states’ highest courts.3 Vogt v. Witmeyer, 665 N.E.2d 189, 190

(N.Y. 1996); Stewart v. Sewell, 215 S.W.3d 815, 827 (Tenn. 2007).

[¶15.] The Nebraska Supreme Court has twice indicated it will not adopt the

tort as a valid cause of action. Litherland v. Jurgens, 869 N.W.2d 92, 99 (Neb.

2015); Manon v. Orr, 856 N.W.2d 106, 111 (Neb. 2014). This is in part because of

the court’s general preference that disputes pertaining to wills and trusts be

resolved in probate. Litherland, 869 N.W.2d at 97. The court also expressed

concern that “adoption of the tort would duplicate theories of recovery[.]” Id.

[¶16.] The Arkansas Supreme Court, after examining the reasons for and

against adopting the tort, declined to allow the cause of action because “there are

sufficient other avenues, short of creating a new cause of action, that serve to

remedy the situation for plaintiff[.]” Jackson v. Kelly, 44 S.W.3d 328, 331 (Ark.

2001) (quoting Goff v. Harold Ives Trucking Co., Inc., 27 S.W.3d 387, 391 (Ark.

2000)). The court also cautioned against “creating a tort that would only lead to

duplicative litigation, encouraging inefficient relitigation of issues better handled

within the context of the core cause of action.” Id.

3. Although multiple plaintiffs have asked New York appellate courts and
federal district courts to re-examine the state’s position on the issue, no New
York court has allowed the claim to proceed. See, e.g., Knapp v. Maron, 14-
CV-10121, 2016 WL 2851563, at *4 (S.D. N.Y. May 12, 2016); O’Sullivan v.
Hallock, 101 A.D.3d 1313, 1314 (N.Y. App. Div. 2012).

-7-
#28647

[¶17.] For years, it appeared as if the tort was actionable in Texas. However,

in 2017, the Texas Supreme Court rejected “[a] handful of Texas courts of appeals”

decisions recognizing tortious interference with inheritance as a cause of action.

Kinsel v. Lindsey, 526 S.W.3d 411, 422 (Tex. 2017). The supreme court highlighted

that it had not yet addressed the issue, and the “viability” of the tort in Texas “is an

open question.” Id. at 423. In considering the cause of action, the court took into

account “the existence and adequacy of other protections.” Id. at 424. Ultimately,

the court rejected the tort, declining to enlarge its “body of tort law” to adopt the

cause of action when “the law provides other avenues for relief.” Id. at 425–26.

[¶18.] In between the two ends of the spectrum, decisions from other state

supreme courts have either adopted the tort in a limited fashion or declined, on the

facts before those courts, to adopt it. For example, the Idaho Supreme Court

declined to adopt the tort under the facts, indicating, “Assuming, without deciding,

that this [c]ourt would recognize the tort of interference with inheritance, [plaintiff]

would be required to prove that he was deprived of an inheritance.” Losser v.

Bradstreet, 183 P.3d 758, 764 (Idaho 2008). Similarly, the Montana Supreme Court

acknowledged the tort but declined to “address whether tortious interference with

an expectancy will be recognized as a cause of action” because there was no

evidence to support the claim in the underlying case. Hauck v. Seright, 964 P.2d

749, 753 (Mont. 1998).

[¶19.] In contrast, the Massachusetts Supreme Court adopted the tort, but it

adopted it only “in certain limited conditions.” Labonte v. Giordano, 687 N.E.2d

1253, 1255 (Mass. 1997). First, the interference must be intentional and unlawful.

-8-
#28647

Id. Second, “[t]he plaintiff must have a legally protected interest.” Id. Third, “[t]he

plaintiff must show that the defendant’s interference acted continuously on the

donor until the time the expectancy would have been realized.” Id.

[¶20.] The Florida Supreme Court also adopted the tort but required

plaintiffs to first exhaust probate remedies. DeWitt v. Duce, 408 So. 2d 216, 218

(Fla. 1981). The tort action will be considered an impermissible collateral attack on

the probate proceeding “whenever the plaintiff has failed to pursue an adequate

remedy in the probate proceedings.” Id. Therefore, “if adequate relief is available

in a probate proceeding, then that remedy must be exhausted before a tortious

interference claim may be pursued.” Id. When, however, tortious interference

“effectively preclude[s] adequate relief in probate court,” the plaintiff may bring a

later action for damages. Id. at 219.

[¶21.] When the Illinois Supreme Court adopted the tort and examined its

scope, it recognized there may be evidentiary overlap between the tort action and a

will contest.4 Estate of Ellis, 923 N.E.2d at 241. In a more recent case discussing

the tort action, the court stated, “This court refused to allow such plaintiffs to

maintain a tort action that would have the practical effect of invalidating a will that

had been validated through the Probate Act.” Bjork v. O’Meara, 986 N.E.2d 626,

633 (Ill. 2013). Therefore, and to prevent plaintiffs from getting “a second bite of

4. See also Wilson v. Fritschy, 55 P.3d 997, 1005 (N.M. Ct. App. 2002)
(recognizing the tort may create difficult issues involving the impact on prior
estate settlements and collateral attacks on probate decrees and other prior,
valid court determinations).

-9-
#28647

the apple,” the court rejected the tort “where plaintiffs chose not to avail themselves

of a will contest remedy.” Estate of Ellis, 923 N.E.2d at 241–42.

[¶22.] With these cases in mind, we now consider the tort in the context of

South Dakota’s existing statutes and case law. We initially consider SDCL 43-3-6,

which provides that “[a] mere possibility, such as the expectancy of an heir

apparent, is not deemed an interest of any kind.” Under this long-standing statute,

an heir has no interest in, or right to inherit, property of another prior to that

person’s death. Therefore, a testator may, up to the moment of death, revise and

amend the disposition of the estate, and a prospective beneficiary’s right to inherit

depends on the decedent’s final testamentary disposition in favor of that

beneficiary. However, the statute does not directly address whether a third party’s

intentional and wrongful interference with an intended disposition may create a

compensable loss in tort to an expectant heir or beneficiary as against the

wrongdoer.5

[¶23.] More importantly, for the purpose of resolving the question before this

Court, we recognize that our Legislature has created a broad statutory scheme for

5. Courts recognizing the tort of intentional interference with inheritance
generally require proof of more than a “mere possibility” of an expected
inheritance in order to recover. Instead, there “must be proof amounting to a
reasonable degree of certainty that the bequest or devise would have been in
effect at the time of the death of the testator or that the gift would have been
made inter vivos if there had been no such interference.” Restatement
(Second) of Torts § 774B cmt. d (1979). See also Frohwein, 264 N.W.2d at 795
(recognizing that “there existed a strong probability that this intention would
have been carried out but for the wrongful acts of the defendant there exists a
cause of action”); Plimpton, 668 A.2d at 885 (providing that “there can be
recovery only for an inheritance or gift that the other would have received but
for the tortious interference of the actor”).

-10-
#28647

the formulation and administration of wills and trusts. One core principle

attendant to these laws is the freedom of disposition. It is well settled that “a

testator has the privilege and right to dispose of his property as he chooses within

limits and in the manner fixed by statute.” In re Estate of Burk, 468 N.W.2d 407,

412 (S.D. 1991). “The law does not require that he recognize his relatives equally or

at all.” Id.

[¶24.] When, however, a third person wrongfully infringes upon the testator’s

intent in the creation or modification of a will or trust, that infringement affects the

person’s intended disposition of his or her property. In those situations, our laws

provide parties a means to challenge the validity of the testamentary documents.

See, e.g., SDCL 29A-3-407; SDCL 55-4-57; see also In re Donald Hyde Trust,

2014 S.D. 99, 858 N.W.2d 333 (discussing the requirements to prove undue

influence); In re Estate of Long, 2014 S.D. 26, 846 N.W.2d 782 (discussing the

requirements to prove lack of testamentary capacity and undue influence); In re

Estate of Weickum, 317 N.W.2d 142 (S.D. 1982) (discussing the showing to prove

fraud in the inducement of a will). Our law also provides that “[a] person who

willfully fails to deliver a will is liable to any person aggrieved for any damages that

may be sustained by the failure.” SDCL 29A-2-516.

[¶25.] Notwithstanding, Thomas claims that the tort is necessary because our

traditional trust and probate remedies are inadequate to address every instance of

potential wrongful conduct by a third party that may interfere with an expected

inheritance. As an example, Thomas speculates that our existing laws would not

remedy “wrongful disparaging statements that do not rise to the level of a false

-11-
#28647

statement in a probate contest[;] beneficiary conduct that wrongfully isolates a

testator from other beneficiaries so that the testator disinherits the isolated

beneficiaries[;] and other controlling behavior that interferes with inheritance

rights, but is not directed specifically to the invalidation of a testamentary

document.”

[¶26.] On the contrary, the conduct described by Thomas may very well be

relevant in a proceeding challenging a testamentary document. “[A]ny evidence

which shows susceptibility, opportunity, disposition to use, or a result indicative of

undue influence is admissible.” In re Estate of Melcher, 89 S.D. 253, 262,

232 N.W.2d 442, 447 (1975) (quoting In re Estate of Blake, 81 S.D. 391, 398,

136 N.W.2d 242, 246 (1965)). Additionally, evidence of the conduct described by

Thomas may also support a determination that a confidential relationship existed

under existing law which can, in turn, create a presumption of undue influence.6 In

re Estate of Duebendorfer, 2006 S.D. 79, ¶ 32, 721 N.W.2d 438, 446–47. We have

stated that a confidential relationship may arise when “a decedent has placed trust

and confidence in the integrity and fidelity of another.” Id. ¶ 27. We have

previously noted that courts will examine confidential relationships “with close

judicial scrutiny to [e]nsure the transactions that transpired in conjunction with the

confidential relationship are fair and aboveboard.” In re Estate of Elliott,

537 N.W.2d 660, 663 (S.D. 1995).

6. The factors considered in determining whether a confidential relationship
may exist include the “amount of time the beneficiary spent with the testator,
whether the beneficiary handled many of the personal or business affairs of
the testator, and whether the testator ever sought the advice of the
beneficiary.” In re Estate of Dokken, 2000 S.D. 9, ¶ 30, 604 N.W.2d 487, 496.

-12-
#28647

[¶27.] Thomas, however, also argues that the tort is necessary to remedy

inter vivos transfers of property influenced by wrongful conduct that depletes the

assets of an individual or a trust prior to death. He contends “[t]he desired remedy,

punishment, and deterrence of wrongful inter vivos transfers can only be

accomplished in tort.” We disagree.

[¶28.] Current remedies exist when inter vivos transfers of property arise

from wrongful conduct by a third party. See SDCL 55-1-7 to -10. In particular,

under SDCL 55-1-8, “[o]ne who gains a thing by fraud, accident, mistake, undue

influence, the violation of a trust or other wrongful act, is, unless he has some other

and better right thereto, an implied trustee of the thing gained for the benefit of the

person who would otherwise have had it.” (Emphasis added.) Further, SDCL 55-1-

11 broadly permits a court to establish and declare an implied or constructive trust

based on “the facts and circumstances of a transaction[,]” DFA Dairy Fin. Servs.,

L.P. v. Lawson Special Tr., 2010 S.D. 34, ¶ 32, 781 N.W.2d 664, 672. See

McFarland v. McFarland, 470 N.W.2d 849, 851 (S.D. 1991).

[¶29.] The availability of a constructive trust as a remedy to a wrongful inter

vivos transfer led the Texas Supreme Court to reject the tort of intentional

interference with inheritance. Kinsel, 526 S.W.3d at 424. The court found “no

compelling reason to consider a previously unrecognized tort if the constructive

trust proved to be an adequate remedy.” Id. Likewise, we are not convinced on the

record before us that our existing constructive trust remedies are inadequate to

address wrongful inter vivos transfers.

-13-
#28647

[¶30.] Thomas next urges us to adopt the tort because this Court has

previously adopted other common law torts from the Restatement (Second) of Torts.

In particular, he cites to our recognition of the tort of intentional interference with

prospective contracts.7 Our adoption of the tort of intentional interference with

prospective contractual relations arose in part because there was a lack of other

remedies available to redress such wrongs in the business context. See Tibke v.

McDougall, 479 N.W.2d 898, 908 (S.D. 1992); accord Landstrom v. Shaver,

1997 S.D. 25, ¶ 81, 561 N.W.2d 1, 18; Gruhlke v. Sioux Empire Fed. Credit Union,

Inc., 2008 S.D. 89, ¶ 14, 756 N.W.2d 399, 407-08. As compared to the loss of an

expected inheritance, the pursuit of a contractual or business relationship differs

because it often involves upfront economic costs that could never be recouped

absent a claim for wrongful interference with the prospective contractual

relationship.

[¶31.] Finally, Thomas contends we should adopt the tort of intentional

interference with inheritance because the short statute of repose for challenging the

validity of a trust under SDCL 55-4-57 makes it impractical, or impossible in some

instances, to discover wrongful interference before the statutory period expires.

SDCL 55-4-57 requires that a proceeding to challenge a trust be commenced within

the shorter of either: (1) “[o]ne year after the settlor’s death” or (2) sixty days after

proper notice is given to the person seeking to challenge the trust.

7. The comments indicate the tort of intentional interference with a gift or
inheritance “represents an extension to a type of noncontractual relation of
the principle found in the liability for intentional interference with
prospective contracts stated in § 766B.” Restatement (Second) of Torts
§ 774B cmt. a (1979).

-14-
#28647

[¶32.] Admittedly, sixty days, even after notice, is an abbreviated period to

commence an action challenging a trust. Nonetheless, we have recognized that this

repose period is a public policy decision of the Legislature intended to effectuate

“the expeditious distribution of the trust property following the settlor’s death.” See

Briggs I, 2017 S.D. 40, ¶ 9, 898 N.W.2d at 469. Thomas suggests the tort action

would not run afoul of this legislative policy because the claim would lie against the

individual wrongdoer rather than the trust. However, his suggestion, alone, does

not lead us to conclude that the expeditious administration of trusts prioritized by

the Legislature would be unaffected by recognizing the tort. Most importantly,

Thomas makes no claim that he was unable to challenge the trust in this case

because of the shortened repose period, and he only hypothesizes that a future

litigant could be denied a remedy because of the repose period.

[¶33.] Having considered the decisions from other jurisdictions and other

policy considerations under existing law in this State, we are not persuaded to

adopt a cause of action for intentional interference with inheritance and expand tort

liability to the already existing panoply of remedies available to estate litigants in

South Dakota. South Dakota law provides redress for the allegations asserted by

Thomas in his federal complaint, and we believe it would be improvident to expand

tort liability without a clear demonstration that a litigant has no adequate remedy

at law. We, therefore, answer the certified question in the negative.

[¶34.] GILBERTSON, Chief Justice, and KERN and SALTER, Justices,

concur.

-15-

Continue sua pesquisa no ChatGPT ou Claude

Conecte o Omnilex para pesquisar o corpus jurídico pelo seu assistente de IA.