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DeMARIS v. ASTI

District Court of Appeal of Florida, Third District
Mar 16, 1983
426 So. 2d 1153 (Fla. Dist. Ct. App. 1983)

Summary

rejecting actions where plaintiffs were named ambiguously or not at all

Summary of this case from Connecticut Junior Republic v. Doherty

Opinion

Nos. 82-555, 82-559.

February 8, 1983. Rehearing Denied March 16, 1983.

Appeal from the Circuit Court, Dade County, Jon I. Gordon, J.

Don G. Nicholson, Miami, and Nancy Little Hoffman, Fort Lauderdale, for appellant.

Kimbrell, Hamann, Jennings, Womack, Carlson Kniskern and Joanne V. Kacin, Miami, for appellees.

Before BARKDULL, FERGUSON and JORGENSON, JJ.


This appeal is taken from a final judgment of the Circuit Court, General Jurisdiction Division, which dismissed appellant's complaint. The contentions here are that the court erred in (1) dismissing the complaint where no adequate remedy existed in probate and the complaint alleged a cause of action for legal malpractice based on negligence or breach of contract, and (2) denying plaintiff's motion for leave to amend her complaint where additional facts could be alleged to show that she had no adequate remedy in probate.

An attorney preparing a will has a duty not only to the testator-client, but also to the testator's intended beneficiaries, who may maintain a legal malpractice action against the attorney on theories of either tort (negligence) or contract (as third-party beneficiaries). McAbee v. Edwards, 340 So.2d 1167 (Fla. 4th DCA 1976). However, liability to the testamentary beneficiary can arise only if, due to the attorney's professional negligence, the testamentary intent, as expressed in the will, is frustrated, and the beneficiary's legacy is lost or diminished as a direct result of that negligence. [e.s.] Ventura County Humane Society for the Prevention of Cruelty to Children and Animals, Inc. v. Holloway, 40 Cal.App.3d 897, 115 Cal.Rptr. 464 (1974). There is no authority — the reasons being obvious — for the proposition that a disappointed beneficiary may prove, by evidence totally extrinsic to the will, the testator's testamentary intent was other than as expressed in his solemn and properly executed will.

There is no challenge here to testamentary capacity. Further, each page of the will was signed by the testator.

From the face of the Amended and Recast Complaint, which was dismissed, and the Proposed Second Amended Complaint, which we have also considered, it is clear that there is a deficiency which cannot be cured by amendment. See Affordable Homes, Inc. v. Devil's Run, Limited, 408 So.2d 679 (Fla. 1st DCA 1982).

Affirmed.


Summaries of

DeMARIS v. ASTI

District Court of Appeal of Florida, Third District
Mar 16, 1983
426 So. 2d 1153 (Fla. Dist. Ct. App. 1983)

rejecting actions where plaintiffs were named ambiguously or not at all

Summary of this case from Connecticut Junior Republic v. Doherty

In DeMaris v. Asti, 426 So.2d 1153, 1154 (Fla.Dist.Ct.App. 1983), for example, the court concluded that "[t]here is no authority — the reasons being obvious — for the proposition that a disappointed beneficiary may prove, by evidence totally extrinsic to the will, the testator's testamentary intent was other than as expressed in his solemn and properly executed will."

Summary of this case from Barcelo v. Elliott

In DeMaris v. Asti, 426 So.2d 1153 (Fla. 3d DCA 1983), we recognized — as a narrow exception to the general requirement that an attorney has no duty to a non-client — that an attorney may be liable to a testamentary beneficiary where the testamentary intent, as expressed in the will, is frustrated due to professional negligence with a resulting loss or diminution of the beneficiary's legacy.

Summary of this case from O'Neill v. Sacher
Case details for

DeMARIS v. ASTI

Case Details

Full title:DEMETRA DeMARIS, APPELLANT, v. ROBERT ASTI, INDIVIDUALLY, AND BLACKWELL…

Court:District Court of Appeal of Florida, Third District

Date published: Mar 16, 1983

Citations

426 So. 2d 1153 (Fla. Dist. Ct. App. 1983)

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