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Wrongful Interference with Testamentary Expectancy -


[1] Elements and Case Citations

(1) Plaintiff had an expectancy to be a beneficiary of and receive property from a testator’s estate;

(2) Defendant intentional interfered with the expectancy through tortious conduct, including duress, fraud or undue influence;

(3) Defendant’s actions caused Plaintiff to suffer damage; and

(4) Plaintiff suffered damage.

Generally, a claim for Wrongful Interference with Testamentary Expectancy does not accrue until after the testator’s death. See, e.g., Whalen v. Prosser, 719 So. 2d 2, 5 (Fla. 2d DCA 1998); but see Carlton v. Carlton, 575 So. 2d 239, 240-243 (Fla. 2d DCA 1991) (only Florida court to allow pre-death claim).

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Florida State Courts

Supreme Court: DeWitt v. Duce, 408 So. 2d 216, 218 n.3 (Fla. 1981)

Second District: Whalen v. Prosser, 719 So. 2d 2, 5 (Fla. 2d DCA 1998)

Third District: Schilling v. Herrera, 952 So. 2d 1231, 1234 (Fla. 3rd DCA 2007)

[2] Defenses to Claim for Wrongful Interference with

Testamentary Expectancy

(1) Fla. R. Civ. P. 1.110(d) (pleading affirmative defenses), and other standard defenses. See § 60.

(2) Statute of Limitations: § 95.11, (3)(o), Fla. Stat. (four years).

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