Gowing & ors v Ward & anr [2024] WTLR 901

Wills & Trusts Law Reports | Autumn 2024 #196

The deceased died in 2020 at the age of 91. He had three children, one of whom had predeceased him in 2015. The defendants were the deceased’s surviving children, the personal representatives of the deceased’s estate, and the equal beneficiaries of the residuary estate pursuant to a will made in 2018. The claimants were the granddaughters of the deceased (the children of his predeceased son). A family rift opened in 2015 following the death of the deceased’s son. The claimants contended that:

  1. (a) the deceased lacked testamentary capacity;
  2. (b) he did not know and app...

Goss-Custard & anr v Templeman & ors [2020] WTLR 441

Wills & Trusts Law Reports | Summer 2020 #179

Lord Templeman, who was a former member of the Judicial Committee of the House of Lords, was the father of the second and third defendants and the father-in-law of the first defendant. In 1996 he was remarried to a distant cousin, Sheila Edworthy, and moved home to live with her in a property called Mellowstone, Exeter, which she had inherited from her second husband, John Edworthy. Following his second marriage, Lord Templeman became very much part of his wife’s family and developed close bonds with her step-daughters, the claimants. On 3 December 2004 Lord Templeman and his wife made c...

Pearce v Beverley [2013] EWHC 2627 (Ch)

Wills & Trusts Law Reports | January/February 2014 #136

John Pearce (Mr Pearce) died on 23 July 2008. His daughter, the claimant, challenged the validity of a will purportedly made by Mr Pearce on 20 June 2007 (the will) on grounds of lack of capacity and want of knowledge and approval, and also challenged a number of lifetime transactions said to be procured by the defendant’s undue influence.

Mr Pearce’s second marriage broke down in 2004 and he consequently became lonely and depressed. His health was generally deteriorating. He suffered from partial kidney failure, which was first noted in March 2005, and by 2006 from s...

Wills: Has the golden rule lost its lustre?

Charles Holbech reviews the importance of a medical opinion for the aged or infirm testator ‘Even though the golden rule may not, on close examination, be a golden rule, it does not follow that solicitors would be to safe to disregard it: they should be aware of the risk of a negligence claim should they …
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