In Re Estate of Richadean Greer Wilson

This appeal involves a dispute over a testamentary trust, which was established by the will
of the decedent’s husband. Upon her husband’s death, the decedent became a life income
beneficiary of the trust. Upon the decedent’s death, the corporate trustee distributed the
remaining corpus in equal shares to the remainder beneficiaries, which were two nieces of
the decedent’s husband and a nephew of the decedent. The plaintiffs in this case—a niece
and the surviving spouse of the other niece—filed a complaint to set aside the probate of
the decedent’s will and for an accounting of distribution of trust assets. They alleged that
the decedent’s will should be declared null and void for various reasons. They also alleged
that the testamentary trust was improperly invaded by the decedent’s nephew. However,
the plaintiffs later sought to voluntarily dismiss their complaint insofar as it pertained to
setting aside the probate of the decedent’s will, which the probate court granted. They then
amended their complaint and no longer contested the will. Instead, they alleged, among
other things, that the corporate trustee failed to prevent the improper invasion of the
testamentary trust, thereby breaching its fiduciary duties. The corporate trustee filed a
motion to dismiss for failure to state a claim upon which relief can be granted pursuant to
Tennessee Rule of Civil Procedure 12.02(6). Ultimately, the probate court granted the
motion finding that the plaintiffs lacked standing to bring their claims against the corporate
trustee of the testamentary trust. The court explained that the plaintiffs were neither
beneficiaries under a will of the decedent nor heirs at law entitled to take in the decedent’s
estate through intestate succession. The court further explained that the testamentary trust
was never a part of the decedent’s estate and that the plaintiffs could have brought their
claims in the estate that created the testamentary trust, which was the estate of the
decedent’s husband. Additionally, because the court found that Plaintiffs lacked standing,
it found that it lacked subject matter jurisdiction. The court denied the plaintiffs’ motion
to transfer the case to the estate of the decedent’s husband finding that it had no authority
to transfer the case to a closed estate in its court. The plaintiffs appeal. We affirm the
decision of the probate court and remand for further proceedings consistent with this
opinion.