Tortious Interference With An Expectancy

Tortious Interference with an Expectancy

Talented Florida Probate & Estate Litigation Attorneys

Tortious interference is a fairly new theory of tort liability that was first recognized in Florida in 1966. Allen v. Leybourne. Tortious interference with an expectancy is a "tort" or a wrongful act that causes harm to another person, in this case, economic harm, and allows for compensatory and punitive damages.

The idea behind the tort is that it protects a testator's intent rather than protecting the beneficiary whose interest was reduced or eliminated. In the case of Whalen v. Prosser, the Second District Court of Appeals in Florida held that:

"The fraud, duress, undue influence, or other independent tortious conduct required for this tort is directed at the testator. The beneficiary is not directly defrauded or unduly influenced; the testator is. Thus, the common law court has created this cause of action not primarily to protect the beneficiary's inchoate rights, but to protect the deceased testator's former right to dispose of property freely and without improper interference. In a sense, the beneficiary's action is derivative of the testator's rights."

Establishing a Claim for the Tort of Intentional Interference with Expectancy

Plaintiffs must prove the following elements to establish a claim for the tort of intentional interference with expectancy:

  • The decedent had a fixed intention to leave a portion of their estate to the plaintiff
  • A strong probability existed that the decedent would have carried out their intention but for the wrongful acts of the defendant, whose interference must have been intentional

This is an action at law directly against the alleged tortfeasor. A judgment for money damages can be entered against the defendant personally, which can be executed against personal assets. Damages can include compensatory and punitive, as well as the imposition of a constructive trust upon fraudulent gifts.

When Is a Claim for the Tort of Intentional Interference with Expectancy Available?

This tort is available only if there is no adequate, alternative remedy in probate court. Normal tort remedies for interference with an expectancy are money damages. Generally, the tort is only allowed in circumstances in which no adequate, alternative remedy exists. Since these matters tend to involve wills, the courts have taken the position that unless the plaintiff has exhausted their remedies in probate or has no adequate, alternative remedies in probate, they cannot bring an intentional interference case. In DeWitt v Duce, the Florida Supreme Court held that "if adequate relief is available in a probate proceeding, then that remedy must be exhausted before a tortious interference claim may be pursued."

It is important to note that the court said the claim would be barred only if:

  • Adequate relief was available in probate
  • The plaintiff had a fair opportunity to obtain adequate relief in probate
  • The plaintiff failed to seek that relief

If the plaintiff could have obtained relief in probate by successfully attacking the decedent’s will, then the plaintiff cannot maintain an action for tortious interference. However, the failure to successfully attack the will does not preclude the plaintiff from seeking damages for loss of inheritance caused by circumstances not involving the validity of the will.

Consult with Our Reputable & Knowledgeable Legal Team Today

If you have a tortious interference with an expectancy claim, either prosecuting or defending, please contact the attorneys at Adrian Philip Thomas, P.A for confident and aggressive legal representation. Our estate litigators have been serving clients throughout Florida in a wide variety of legal disputes since 2002, and we are prepared to put our resources and skills to work for you.

Give us a call today at (800) 776-3103 to set up your free initial consultation to determine if you can file a claim for tortious interference with an expectancy.

The Stories That Matter

Read Our Client Thank You Notes
    "Please know how much I appreciated your hard work and effort representing me!"
    Jeff, please know how much I appreciated your hard work and effort representing me! Thank you for putting up with me and for never making me feel inept.
    - S.H.
    "We cannot adequately express our gratitude for your excellent work in the resolution of this matter."
    I don't think there is a better way to express how we feel about these attorneys than to show our final message to them: Ryan & Adrian: We cannot adequately express our gratitude for your excellent work in the resolution of this matter. While certainly
    - MB & KB
    "Would not hesitate to use him in the future."

    Took the time to explain to me what was going on with my case in way that made sense. Would not hesitate to use him in the future.

    - F.S.
    "Adrian, Thanks, you’re doing a great job and you’re the best and only lawyer that has been ethical and professionally serious about this case."
    Adrian, Thanks, you’re doing a great job and you’re the best and only lawyer that has been ethical and professionally serious about this case. You have great communication skills as well. Thank you.
    - L.A.
    "I appreciate all your help with my case and your professionalism"
    Hi Michele, I appreciate all your help with my case and your professionalism. Jeff and Esther were extremely helpful, especially considering the difficult circumstances.
    - S.J.
    "Thank you for your time, kindness and help."
    Mr. Trinkler, Just want to say thank you for your time, kindness and help.
    - G.W.
    "Michele, Thank you. This speaks to the excellent work Mr. Thomas & yourself have done."
    Michele, Thank you. This speaks to the excellent work Mr. Thomas & yourself have done.
    "Thank you for all you have done."
    Hi Ryan, Thank you for all you have done. Truly feeling relief and a release, being free from lawsuit. Just wanted to tell you how much I depended on you, and appreciate all you have done.
    - E.D.
  • Legal Readers
  • Forbes
  • Avvo Rating 10.0 Top Attorney Litigation
  • Top 100 Lawyers
  • Daily Business Review
  • Legal Elite 2012
  • Top Rated Lawyers
  • The American Lawyer

    Let Us Fight For You

    Contact Us Today for Your Complimentary Consultation
    • Please enter your first name.
    • Please enter your last name.
    • Please enter your phone number.
      This isn't a valid phone number.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.
    • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy