Carol Sparks Drake v. Thomas A. Dickey, Craig Anderson, Charles E. Podell, and Duke Realty Corporation

2 N.E.3d 30, 2013 WL 6500097, 2013 Ind. App. LEXIS 608
Indiana Court of Appeals·Decided December 11, 2013·No. 29A02-1302-CT-152·Published·Cited by 8 cases

Opinion

OPINION

NAJAM, Judge.

STATEMENT OF THE CASE

Carol Sparks Drake appeals the trial court's entry of summary judgment for Thomas A. Dickey, Craig Anderson, Charles E. Podell, and Duke Realty Corporation (collectively, "Duke Realty") on Drake's claim that Duke Realty intentionally interfered with her partnership agreement with the law firm of Parr Richey Obremskey & Morton ("Parr Richey"). 1 *32 Drake and Duke Realty raise three issues 2 for our review, which we consolidate and restate as follows:

1. Whether there is a genuine issue of material fact as to whether Duke Realty intentionally induced Parr Richey to terminate Drake's partnership agreement.
Whether, if Duke Realty interfered with Drake's partnership agreement, there is a genuine issue of material fact as to whether such interference was justified.
We affirm in part, reverse in part, and remand for further proceedings.

FACTS AND PROCEDURAL HISTORY 3

Drake is an attorney who joined Parr Richey in 1983 and was a partner in the firm for twenty-one years, from 1985 to 2006. In 2008, Duke Realty, a client of Parr Richey, announced its intention to construct a mixed-use development (the "Anson Project") on land adjacent to real property owned by Drake in Boone County 4 Duke Realty offered to purchase Drake's property, but she declined to sell it. Shortly thereafter, realizing an apparent conflict of interest between Drake and Duke Realty, Parr Richey suspended its representation of Duke Realty with respect to the Anson Project. In August of 2004, Drake and Duke Realty entered into a confidential Land Use Agreement that limited how Duke Realty could develop its land near Drake's property. After execution of the Land Use Agreement, Parr Richey resumed its representation of Duke Realty on the Anson Project in February of 2005.

Drake and Duke Realty had numerous disagreements following execution of the Land Use Agreement. In October of 2005, Drake applied to the Lebanon Community School Corporation to be its appointee on the Boone County Area Plan Commission. Her application prompted a representative of Duke Realty to contact a Parr Richey partner and "tell{ ] him that if [Drake] did not withdraw that application ... he would not ... represent Duke [Realty] again." Appellant's App. at 211. At that partner's subsequent request, Drake withdrew her application for the school board appointment to the Boone County Area Plan Commission.

Drake's disputes with Duke Realty culminated on October 25, 2006. Drake *33 wrote a letter to Duke Realty in which she "outlined [Duke Realty's] breaches of the Land Use Agreement and ... requested that [Duke Realty] abide by the agreement." Id. at 9. On November 7, 2006, Duke Realty, through Dickey, Anderson, and Podell, met with two partners of Parr Richey at Duke Realty's offices. Duke Realty informed the Parr Richey partners that, "[i]f Drake{ ] formally intervene[s] or protest[s] or either party files a complaint on the [Land Use Agreement, Parr Rich-ey's] relationship with [Duke Realty] will be terminated," id. at 99 (emphasis removed), and that, "if [Drake] file[d] anything or remonstrate[d], whatever relationship ... Duke [Realty] has had with Parr Richey will be ended," id. at 49. The meeting "was [not] a very long meeting." Id. One partner's notes about the meeting stated that it was "in [Parr Richey's] best interest to see if this can be resolved." Id. at 99. Prior to Duke Realty's meeting with the two Parr Richey partners, "none of the partners had indicated in any way that [Drake's] future with the firm was in any jeopardy," and Drake "did not sense a change in tenor with respect to the other partners' attitude[s] towards [her.]" Id. at 9.

However, on November 15, shortly after Duke Realty had issued its ultimatum to Parr Richey, the two partners who had met with Duke Realty described their meeting to the other partners, including Drake. After that meeting, one Parr Richey partner told Drake that "the situation with [Duke Realty] was a problem that needed to go away" and that "this could be your job ... if you don't sell your farm to Duke Realty." Id. at 10. A couple of weeks later, two other partners told Drake that she "would be terminated from the partnership unless the farm was sold to Duke Realty." Id. at 11. Drake refused to sell her property to Duke Realty. On December 9, the Parr Richey partners held a meeting, reconstituted their partnership agreement, and removed Drake as a partner.

On August 7, 2009, Drake filed suit against Duke Realty for tortious interference with her partnership agreement with Parr Richey. Duke Realty moved for summary judgment, which the court granted on January 18, 2013. In granting Duke Realty's motion for summary judgment, the trial court stated, in relevant part:

The issue for the Court to decide is whether [Drake's] argument is a reasonable inference based upon the facts. It is obvious that [Duke Realty] pressured Parr Richey with the intent that Parr Richey would pressure [Drake] to reach an agreement with Duke Realty over her real estate dispute. But it is not obvious at all that [Duke Realty's] intent was to pressure Parr Richey to terminate [Drake] if she did mot reach an agreement ....
[Duke Realty's] actions can be best characterized as using Duke Realty's clout ... to interfere with [Drake's] personal legal claim against Duke Realty. There are facts to support [Drake's] claim that Parr Richey threatened her with termination if she did not settle her dispute with Duke Realty. Also, there is no doubt that [Duke Realty] did contribute to [Drake's] termination as a partner with Parr Richey. But there are no facts to suggest that [Duke Realty's] intent was for Parr Richey to terminate [Drake].

Appellees' App. at 11 (emphases added). This appeal ensued.

DISCUSSION AND DECISION

Standard of Review & Overview

Drake appeals the trial court's entry of summary judgment for Duke Realty. Our *34 standard of review for summary judgment appeals is well established:

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Carol Sparks Drake v. Thomas A. Dickey, Craig Anderson, Charles E. Podell, and Duke Realty Corporation, 2 N.E.3d 30, 2013 WL 6500097, 2013 Ind. App. LEXIS 608 (Ind. Ct. App. 2013).

2 N.E.3d 30 (Carol Sparks Drake v. Thomas A. Dickey, Craig Anderson, Charles E. Podell, and Duke Realty Corporation) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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