Wills & Trusts Law Reports | May 2015 #149Joyce Smith (Mrs Smith) lived at 49 Home Close, Wolvercote, Oxford (property). She had two daughters, the late Norma Kicks who died in January 2004, and the defendant. After her daughter’s death, Mrs Smith changed her will (will) in February 2008 and gave her entire net estate to the defendant, whom she had appointed sole executrix and trustee, to hold as to 50% for the defendant and 50% equally between Mrs Smith’s four grandchildren. The claimants were the two children of the late Norma Kicks. Mrs Smith’s health began to decline from November 2008. The defendant and her husband, who liv...
Wills & Trusts Law Reports | April 2015 #148Elizabeth Jane Walker (Mrs Walker) was born on 25 March 1956. She married John Walker in 1981, and with him she had two daughters, Jennifer and Alison. In 2007, she left her husband and began to live with Michael Badmin (Mr Badmin).
On 20 June 2009, Mrs Walker was diagnosed with a terminal, malignant brain tumour. Following the prescription of medication, she began to suffer from symptoms of psychosis. However, her condition gradually improved, and she was discharged from hospital on 20 July 2009. Mrs Walker’s health begun to deteriorate in Autumn 2009. By October, she was bed-bou...
Walker v Badmin has clarified the correct test for testamentary capacity. Araba Taylor explains ‘The clarity offered by the Walker judgment is very welcome, given the conflict between earlier first instance decisions and what the judge described as the “rather ambivalent view” in the textbooks.’ It is now settled: the test for testamentary capacity in …
Continue reading "Testamentary Capacity: Banking on Banks v Goodfellow"
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Ailsa Moorhouse sets out a case that upholds a person’s right to leave their assets to whoever they choose ‘For the estimated one third to one half of the adult population in England and Wales who have made wills, the case of The Vegetarian Society is important, being, as it is, up-to-date evidence and reassurance …
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Wills & Trusts Law Reports | July/August 2014 #141This was the trial of a probate action relating to the estate of the late Mrs Joyce Beech Catling (Mrs Catling). She was married to Arthur Joseph Catling (Mr Catling) and they had eight children. The first defendant was the youngest child. The claimants, the seven older children, seek probate in solemn form of her will dated 23 August 2004 (the 2004 will) and codicil dated 2 November 2005 (the 2005 codicil) and say that the court should pronounce against a later will dated 11 May 2007 (the 2007 will), on the ground that Mrs Catling no longer had testamentary capacity and/or did not know ...
Wills & Trusts Law Reports | July/August 2014 #141The appeal dealt with the issue of whether the late Constance Simon (1) had testamentary capacity and (2) knew and approved her will she executed at or immediately after her 88th birthday party on 18 December 2005. The judge below answered the questions in the affirmative, on of Mrs Simon’s sons, Robert Simon appealed.
Mrs Simon had originally had four children, who each owned 24.99% of the shareholding in a family company. Mrs Simon owned the other 0.04% of the shares. Robert was the managing director. Her sons Hilary and Johnathan did not play a part in the business. Davi...
Benedict Sefi outlines the lessons to be learned from Fischer v Diffley [2013] ‘In some cases of disputed wills and perfected transactions the disputed events may be many years before the trial and witnesses may be few: in some cases the burden of proof may be of critical importance.’ On 18 December 2013 His Honour …
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Wills & Trusts Law Reports | June 2014 #140The claimants were the representatives of Louise Beck (Louise)’s family in Germany. Louise died on 17 January 2011 and the claimants sought a declaration that Louise had died intestate and that the two wills which she had executed on 1 March 2009 (the first will) and 2 May 2010 (the second will) were invalid.
Louise held substantial assets in both England and Germany, mainly comprising real estate and cash. The wills purported to deal with all of her assets in both jurisdictions. If the wills were found to be invalid then the English estate would pass to her surviving niece...
Wills & Trusts Law Reports | May 2014 #139Mrs Eileen Rand died on 4 November 2007 aged 79 having executed two wills during her lifetime – one dated 20 June 2007 and the other 18 December 1969.
Mrs Rand had two siblings – Horace (known as Bill) and Derek. Bill married twice, the second time to Mrs Rand’s best friend since school Lillian (known as Pat).
In 1967 at the age of 38 Mrs Rand married for the first and only time to Edward Rand (known as Ted). Ted was already a widower and much older than Mrs Rand. Ted died after 18 months of marriage and left his entire estate including the martial home to Mrs Rand. Ted had...
Wills & Trusts Law Reports | April 2014 #138This was a contentious probate action against all five of the wills of a schizophrenic testator. While he had benefitted from a stable and conventional childhood, the deceased had sustained serious injuries at the age of nineteen in a serious bicycle accident. He soon after succumbed to the symptoms of severe schizophrenia and logical thought disorder, from which he suffered for the remainder of his lifetime. His modes of living were unconventional. He lived alone on the fringes of society, and despite his considerable wealth, he lived in basic, if not squalid conditions. While it was ac...
