Continue reading "Forfeiture: Turning on the facts"
Withers Trust Corporation Ltd v The Estate of Goodman [2024] WTLR 763
Wills & Trusts Law Reports | Summer 2024 #195Hannah Goodman died on 14 July 2020. She was survived by her late husband, Adrian, who himself died on 11 June 2022. The claimant was the Withers Trust Corporation, which was the executor appointed by Adrian’s last will, dated 2 November 2020.
The claimant sought an order pursuant to s2 of the Forfeiture Act 1982 that the application of the forfeiture rule to Adrian’s interest in Hannah’s estate and to his interest in jointly owned assets be modified, so as to give Adrian full relief from forfeiture.
In October 2017, Hannah was diagnosed with lung cancer. ...
Challen v Challen & anor [2020] WTLR 859
Wills & Trusts Law Reports | Autumn 2020 #180C and Richard Challen (the deceased) were in a relationship for 40 years and had two children (the defendants). Throughout that period the deceased subjected C to sustained coercive control, leaving her in an abnormal psychiatric state. On 15 August 2010 C killed the deceased with a hammer and was convicted of his murder in 2011. In February 2019 that conviction was quashed and the matter remitted for a retrial, and in June 2019 C was convicted upon a guilty plea of manslaughter by reason of diminished responsibility. Under the common law ‘forfeiture rule’ C was precluded from benefiting...
Amos v Mancini [2020] WTLR 417
Wills & Trusts Law Reports | Summer 2020 #179The deceased was married to the claimant. In 2019, when he was 81 and she was 74, a car they were driving in was involved in a road accident. The deceased died of his injuries. The claimant was driving, and was prosecuted for causing the deceased’s death by careless driving. She pleaded guilty, was given a suspended prison sentence and was disqualified from driving for 12 months.
The deceased’s will left his residuary estate to the claimant. In the event that the claimant predeceased the deceased, the will provided for legacies to the defendants. The deceased was also joint tenant...
Macmillan Cancer Support v Hayes & anr [2018] WTLR 243
Wills & Trusts Law Reports | Spring 2018 #171Peter Thomson and his wife, Sheila Mary Thomson, were a loving and devoted lifelong married couple who had no children. He was 84 and had recently been diagnosed with prostrate cancer and had a grossly enlarged aorta which could rupture at any time. She was aged 88 and, due to the severity of her dementia, had been consigned to live in a care home. They had both made similarly worded wills in favour of each other and, on the death of the survivor, for the benefit of charities and friends. According to the findings of fact made by the coroner, on 18 April 2015 Peter collected Sheila from ...