Smith v. Smith

CourtDistrict Court, D. South Dakota
DecidedSeptember 8, 2025
Docket3:22-cv-03011
StatusUnknown

This text of Smith v. Smith (Smith v. Smith) is published on Counsel Stack Legal Research, covering District Court, D. South Dakota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Smith, (D.S.D. 2025).

Opinion

UNITED STATES DISTRICT COURT DISTRICT OF SOUTH DAKOTA

CENTRAL DIVISION

WILLARD E. SMITH, 3:22-CV-03011-RAL

Plaintiff,

REPORT AND RECOMMENDATION vs. ON MOTION TO DISMISS AND FOR SANCTIONS KATHLEEN J. SMITH,

Defendant.

Frustrated, flummoxed, and frazzled are some of the words the Court would use to describe Willard “Bud” Smith and his counsel’s conduct in this case. The Court’s patience has been tested to the limit. Despite several escalating attempts by the Court, Bud and his counsel’s noncompliant behavior has persisted without a palpable resolve to change. Given the circumstances, dismissal of the case and an expense award are justified as discovery sanctions. The Court therefore recommends that Kathleen “Kathy” Smith’s motion, seeking both, be granted. BACKGROUND Bud sued his sister, Kathy, in state court for breach of an implied trust, claiming

that Kathy has held certain land she purchased decades ago in trust for his benefit.1 He alleges that he provided “consideration” for the land along with funding for the same.2 After Kathy removed the case to federal court,3 she served Bud with discovery requests,

asking for his tax returns and other information to support his claims.4 When Bud finally did respond to the requests, his answers were incomplete and unresponsive.5 His supplemental answers were just as unresponsive, omitting many of the requested

returns.6 Irked, Kathy filed a motion to compel.7 The Court granted the motion, in part, ordering that Bud supplement his responses and produce his tax returns by a set date.8 Bud, however, did not do so, failing to supply a multitude of returns.9

At the first settlement conference, Bud lied about possessing copies of communications he had with his now deceased sister, Connie, relating to the claims and

1 Dkt. No. 1-1. 2 Id. at 2-4, 6. 3 Dkt. No. 1. 4 Dkt. No. 26-1, at 9–10. 5 Dkt. No. 26-4, at 3. 6 Dkt. Nos. 26-7, at 2; 26-9; 26-10. 7 Dkt. No. 24. 8 Dkt. No. 38. 9 Dkt. No. 50-3, at 4 (Bud Dep. Tr. at 157:10-18). defenses of this case.10 He acknowledged the lie later on,11 commenting that it was to “get a rise out of Kath[y].”12 He also admitted that there was no reason he would not be able

to produce his tax returns,13 saying that he had returns for every year (except possibly 2013)14 and had given them to his counsel.15 Despite these representations, Bud and his counsel continued to withhold these returns.16

This led Kathy to file her second motion to compel.17 The Court ordered Bud to submit an affidavit within two weeks detailing how he would rectify the issue of the missing tax returns.18 The affidavit Bud submitted was a collection of vague excuses.19

Bud rambled about finding tax information in a bag of trash at Kathy’s house, delivering the information to his counsel, and blaming Hurricane Katrina (2005) for being unable to produce his returns.20 Bud’s counsel assured the Court that he “researched requesting tax transcripts” but, had not actually requested anything.21

After this unsatisfactory response, the Court issued a decision chastising Bud for not requesting “his missing tax returns from the IRS long before now” and telling him

10 Dkt. No. 49, at 1 ¶ 4. 11 Dkt. No. 50-3, at 3 (Bud Dep. Tr. at 125:2-17). 12 Dkt. No. 53, at 3. 13 Dkt. No. 50-3 at, 4 (Bud Dep. Tr. at 159:6-9). 14 Id. at 158:2-5. 15 Id. at 159:6-15. 16 Dkt. No. 50, at 2, ¶ 14. 17 Dkt. No. 47. 18 Dkt. No. 54. 19 Dkt. No. 60, at 1-2. 20 Dkt. No. 60, at 1. 21 Dkt. No. 59, at 1-2. that “feigning ignorance does him no good.”22 The Court ordered Bud to request, pay for, and provide Kathy with as many returns as he could get from the IRS and to find and

disclose to her all other returns he had.23 The Court also required Bud to pay Kathy’s attorneys’ fees.24 And the Court admonished Bud about the potentially “steep” consequences of not complying with its order.25

But Bud and his counsel did not produce the tax returns, or even properly request them from the IRS.26 Instead, they offered a few “signature pages” from the returns, baiting that they “expect[] to find the whole returns soon.”27 Unconvinced that Bud and

his counsel were making good faith efforts to obtain the tax returns, Kathy asked for confirmation that Bud had actually requested his returns from the IRS.28 Her counsel made this request three times.29 Bud’s counsel, for whatever reason, did not respond.30 Having prevailed on her second motion to compel, Kathy filed an affidavit for

attorneys’ fees.31 Under the local rules, Bud’s response was due three weeks later.32 Bud and his counsel even got an extra reminder of their deadline from the Court.33 But they

22 Dkt. No. 61, at 7. 23 Id. at 14. 24 Id. at 15. 25 Id. at 13. 26 Dkt. No. 84, at 3, ¶ 13. 27 Dkt. No. 76-2, at 1. 28 Dkt. No. 76-3 at 1. 29 Dkt. Nos. 76-3; 76-4. 30 Id. 31 Dkt. No. 65. 32 D. S. D. Civ. LR 7.1(B). 33 Dkt. No. 76-5. still missed their deadline to object to the fee request.34 Eventually, they did object to the request—ten days late.35

The parties subsequently agreed to a second settlement conference, which the Court was to preside over.36 The Court explicitly ordered the parties and their counsel to submit confidential settlement statements to the Court and settlement offers to each other

within a specified number of days.37 When those days passed and it had received nothing from Bud’s counsel, the Court sent out an email, directing that Bud’s confidential statement “be sent to me today” and that settlement offers be exchanged that same day.38

Perturbed by another failed settlement bid39 and what she viewed as a litany of discovery violations, Kathy moved to dismiss the case and for sanctions.40 In their reply to the dismissal motion, Bud and his counsel revealed that they waited two and a half months to even submit a request to the IRS for the missing tax

returns.41 And they did so knowing that the Court had earlier ordered Bud to “promptly” request his returns.42

34 Dkt. No. 70. 35 Dkt. No. 71. 36 Dkt. No. 64, at 1. 37 Id. at 2. 38 Dkt. No. 76-6. 39 Dkt. No. 72. 40 Dkt. No. 74. 41 Dkt. Nos. 84, at 3, ¶ 13; 76, at 3. 42 Dkt. No. 61, at 14. Upon learning of this, the Court ordered Bud to appear and show cause why he should not be held in contempt and sanctioned for his failure to comply with the Court’s

orders.43 Less than 24 hours before the show cause hearing, Bud, through his counsel, produced more of his tax returns.44 Bud’s counsel had these returns in their possession for seven weeks before providing them.45

DISCUSSION A. Dismissal Kathy moves to dismiss Bud’s entire complaint under Rules 37 and 41 of the

Federal Rules of Civil Procedure.46 Because the Court concludes that dismissal is warranted under Rule 37(b), there is no need to address Kathy’s alternative ground for dismissal, premised on Rule 41(b). 1. Legal Standard

“Under Federal Rule of Civil Procedure 37(b)(2)(A), the district court may impose sanctions for discovery violations, including dismissal of the action in whole or in part.”47 “Dismissal may be considered as a sanction only if there is: (1) an order

compelling discovery; (2) a willful violation of that order; and (3) prejudice to the other

43 Dkt. No. 79. 44 Dkt. No. 84-6. 45 Dkt. No. 84-2, at 1. 46 Dkt. Nos. 74; 75. 47 Schubert v. Pfizer, Inc., 459 F. App'x 568, 572 (8th Cir. 2012). party.”48 The “willful and bad faith conduct must also be the source of the prejudice to the defendant.”49 “[B]efore dismissing a case under Rule 37(b)(2), the court must

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Thomas v. Arn
474 U.S. 140 (Supreme Court, 1986)
Chambers v. Nasco, Inc.
501 U.S. 32 (Supreme Court, 1991)
El-Tabech v. Clarke
616 F.3d 834 (Eighth Circuit, 2010)
Lorin Corporation v. Goto & Company, Ltd.
700 F.2d 1202 (Eighth Circuit, 1983)
Larry Roland Anderson v. The Home Insurance Company
724 F.2d 82 (Eighth Circuit, 1984)
Gary Schubert v. Pfizer, Inc.
459 F. App'x 568 (Eighth Circuit, 2012)
Cooperative Finance Ass'n, Inc. v. Garst
917 F. Supp. 1356 (N.D. Iowa, 1996)
James Bergstrom v. Sgt. Michelle Frascone
744 F.3d 571 (Eighth Circuit, 2014)
Dolores Comstock v. UPS Ground Freight, Inc.
775 F.3d 990 (Eighth Circuit, 2014)
Valner v. O'Brien (In Re O'Brien)
351 F.3d 832 (Eighth Circuit, 2003)
Coral Group, Inc. v. Shell Oil Co.
286 F.R.D. 426 (W.D. Missouri, 2012)
Denton v. Mr. Swiss of Missouri, Inc.
564 F.2d 236 (Eighth Circuit, 1977)

Cite This Page — Counsel Stack

Bluebook (online)
Smith v. Smith, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-smith-sdd-2025.