Hungary v. Simon

604 U.S. 115
CourtSupreme Court of the United States
DecidedFebruary 21, 2025
Docket23-867
StatusPublished

This text of 604 U.S. 115 (Hungary v. Simon) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hungary v. Simon, 604 U.S. 115 (2025).

Opinion

PRELIMINARY PRINT

Volume 604 U. S. Part 1 Pages 115–139

OFFICIAL REPORTS OF

THE SUPREME COURT February 21, 2025

REBECCA A. WOMELDORF reporter of decisions

NOTICE: This preliminary print is subject to formal revision before the bound volume is published. Users are requested to notify the Reporter of Decisions, Supreme Court of the United States, Washington, D. C. 20543, pio@supremecourt.gov, of any typographical or other formal errors. OCTOBER TERM, 2024 115

Syllabus

REPUBLIC OF HUNGARY et al. v. SIMON et al.

certiorari to the united states court of appeals for the district of columbia circuit No. 23–867. Argued December 3, 2024—Decided February 21, 2025 The Foreign Sovereign Immunities Act of 1976 (FSIA) provides foreign states with presumptive immunity from suit in the United States. 28 U. S. C. § 1604. To sue a foreign sovereign in United States courts, plaintiffs must satisfy one of the exceptions to immunity set forth in the FSIA. The FSIA's expropriation exception permits claims when “rights in property taken in violation of international law are in issue” and either the property itself or any property “exchanged for” the ex- propriated property has a commercial nexus to the United States. § 1605(a)(3). Respondents, Jewish survivors of the Hungarian Holocaust and their heirs, sued Hungary and its national railway (MÁV) in federal court, seeking damages for property allegedly seized during World War II. Respondents' complaint alleged that Hungary and MÁV liquidated the expropriated property, commingled the proceeds with other govern- ment funds, and later used funds from those commingled accounts in connection with commercial activities in the United States. The Dis- trict Court determined that this “commingling theory” satisfied § 1605(a)(3)'s commercial nexus requirement. The D. C. Circuit af- frmed, reasoning that requiring plaintiffs to trace the particular funds from the sale of their specifc expropriated property to the United States would make the exception a “nullity” in cases involving liqui- dated property. Held: Alleging commingling of funds alone cannot satisfy the commercial nexus requirement of the FSIA's expropriation exception. Pp. 126–139. (a) The expropriation exception requires plaintiffs to trace either the specifc expropriated property itself or “any property exchanged for such property” to the United States (or to the possession of a foreign state instrumentality engaged in United States commercial activity). The provision's plain text treats tangible and fungible property alike: For both kinds of property, plaintiffs must plead some facts that enable the reasonable tracing of the property to the United States. Thus, when property is expropriated and exchanged for cash that is then com- mingled with other funds, plaintiffs must still plausibly allege that the specifc proceeds from their property have the required commercial con- nection to the United States. 116 REPUBLIC OF HUNGARY v. SIMON

Plaintiffs might satisfy this requirement in various scenarios: for ex- ample, by identifying a United States account holding proceeds from expropriated property (as in Banco Nacional de Cuba v. Sabbatino, 376 U. S. 398), or by showing that a foreign sovereign spent all funds from a commingled account in the United States shortly after the commingling occurred. But an allegation that a foreign sovereign liquidated prop- erty decades ago, commingled the proceeds with general funds, and later used some portion of those funds for commercial activities in the United States cannot establish a plausible nexus. This is especially true when commingled funds have been used for various activities worldwide or when the commingled funds are within a foreign sovereign's treasury. The Court does not today address all circumstances where commin- gling allegations might contribute to establishing the required nexus, nor does the Court determine the applicability of common-law tracing principles. The Court holds only that commingling allegations alone cannot satisfy § 1605(a)(3)'s commercial nexus requirement. Pp. 126–131. (b) This interpretation aligns with the FSIA's structure, history, and purpose. The Act generally codifes the restrictive theory of sovereign immunity, which shields foreign states from suits based on public (rather than commercial) acts. Although the FSIA allows claims based on the public act of expropriation, this Court has previously rejected the sug- gestion that Congress intended the exception to be a “radical departure” from restrictive immunity principles. Federal Republic of Germany v. Philipp, 592 U. S. 169, 183. The exception's text mirrors the Second Hickenlooper Amendment, which Congress enacted to permit adjudication of claims after Sabba- tino. In that case, the expropriated property's proceeds were traceable to a segregated New York account. The FSIA's text requiring identif- cation of specifc property, combined with the facts of Sabbatino, coun- sels against respondents' expansive commingling theory. Additionally, the Court interprets the FSIA to avoid producing fric- tion in international relations or inviting reciprocal actions against the United States in foreign courts. Congress included the commercial nexus requirement and the “in violation of international law” limitation to help ensure the exception would “conform fairly closely” with interna- tional law. § 1605(a)(3); Bolivarian Republic of Venezuela v. Helmer- ich & Payne Int'l Drilling Co., 581 U. S. 170, 181. Accepting respond- ents' theory would expand greatly the circumstances in which foreign sovereigns could be sued in United States courts for public acts, po- tentially inviting retaliatory measures against the United States. Pp. 131–133. (c) Respondents' counterarguments are unpersuasive. First they contend that § 1605(a)(3) requires different treatment for fungible versus nonfungible property, but the statute's text draws no such distinction. Cite as: 604 U. S. 115 (2025) 117

The ordinary meaning of “exchanged for” requires identifying the spe- cifc property received in the exchange: here, the proceeds from selling the expropriated property. Commingling those proceeds with other funds does not transform the entire commingled account into property “exchanged for” the expropriated property. Indeed, the statute's re- quirement that property be “present in the United States” reinforces the need to trace specifc property, as Congress imposed this geographic constraint for “any” property, including money. Second, respondents argue that the concerns about tracing raised in Sabbatino support their position. But the text of § 1605(a)(3), which added the commercial nexus requirement not found in the Second Hick- enlooper Amendment, refects Congress's intent to limit the exception's scope, not expand it. The Second Hickenlooper Amendment itself, moreover, permitted claims based upon a confscation or “traced through” one. 23 U. S. C. § 2370(e)(2). Finally, respondents contend that rejecting their commingling theory would render the expropriation exception a nullity for liquidated property claims.

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604 U.S. 115, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hungary-v-simon-scotus-2025.