Spurlock v. Wyoming Trust Company
Annotate this CaseThe Supreme Court of Wyoming reversed a lower court's decision, finding that David Spurlock's lawsuit to remove the Wyoming Trust Company as the trustee of the C.E. Spurlock Revocable Trust did not trigger the trust's no-contest clause, which would have resulted in his disinheritance. The court determined that while the trust's no-contest clause expressed a desire to avoid litigation, it did not prohibit all litigation. The court noted that other provisions in the trust specifically authorized a beneficiary to bring certain forms of litigation, and that Spurlock's action was not a challenge to the trust or an attempt to impair the trust's function or operations. The court found that the lawsuit was intended to enforce the trust's provisions related to accountings and instructions for dividing assets and did not seek damages from trust assets or seek to change or delay the asset distribution. Therefore, Spurlock's lawsuit did not violate the no-contest clause. The case was remanded with instructions to enter summary judgment in favor of Spurlock on the trustee's counterclaim.
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