Coles v Reynolds & anr WTLR(w) 2021-02

Wills & Trusts Law Reports | Web Only

Christodoulides v Marcou [2020] WTLR 883

Wills & Trusts Law Reports | Autumn 2020 #180

The claimant and the defendant were sisters, the daughters of Agni Iacovou (the testatrix). By her will dated 7 August 2012 (the will), made shortly before her death two days later, the testatrix gave her entire net residuary estate to the claimant whom she appointed to be her executrix. The claimant issued proceedings on 18 June 2014 seeking an order that the court pronounce for the will in solemn form. The defendant defended the claim on the basis that the will had been procured by fraudulent calumny – that the claimant had poisoned the mind of the testatrix by casting untruthful asper...

Re Boyes [2020] WTLR 793

Wills & Trusts Law Reports | Autumn 2020 #180

The testator (T) died in 2010 aged 86 with an estate of £391,573. The claimant (C) was the elderly sister of T’s late wife and sought to propound his last will dated November 2009, which left the estate as to two thirds to her and one third to the first defendant (D1), T’s daughter, who was also executor along with the second defendant. The third and fourth defendants (D3, D4), T’s two sons, challenged the validity of the 2009 will on grounds of lack of testamentary capacity and/or fraudulent calumny allegedly perpetrated by D1 (who was the beneficiary under C’s will). D3 and D4 therefor...

Nemazee v Nemazee [2020] WTLR 637

Wills & Trusts Law Reports | Summer 2020 #179

On 27 May 2015 the deceased entered into four transactions: first, a long lease of her flat, in exercise of her right to buy; second, a legal charge over her leasehold interest in favour of the defendants; third, a declaration of trust that she held the leasehold interest on trust for herself and her granddaughter as beneficial joint tenants; fourth, a will leaving her residuary estate to her three sons in equal shares. The claimant sons initially claimed that the deceased lacked capacity to execute the will and declaration of trust, and pleaded lack of knowledge and approval and/or undu...

Todd v Parsons & ors [2020] WTLR 305

Wills & Trusts Law Reports | Spring 2020 #178

T died in 2009, aged 96 years, leaving two adult children, her son, who was the claimant (C), and her daughter, who was the third defendant (D3). By a will document dated 25 September 2008, T appointed the first defendant (D1) and the second defendant (D2) as her executors. D1 was the daughter of D3 and T’s only grandchild. D2 was the solicitor who drafted the will document. Both remained neutral in the proceedings.

In June 2017, C brought a claim for probate in solemn form of the will document and for an order removing D1 and D2 as executors and appointing an independent personal...

Wills: A risky business

Laura Abbott sets out what needs to be considered when challenging the validity of a will prepared by a professional ‘The court will require the strongest of evidence to find a will to be invalid and it is extremely difficult to succeed where the medical records and solicitors’ evidence are all supportive of validity.’ As …
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Probate: Promises, promises

The parable of the prodigal son has resonance in modern probate disputes. Alex Troup discusses ‘The judge’s finding that the deceased had deliberately broken the agreement to equalise the balance between her two children explained the difference between her old will and the disputed will.’ The parable of the prodigal son has all the makings …
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Contested wills: Beware cultural conventions

The unusual success of an undue influence claim overturning a will and lifetime transfer sheds light on best practice when dealing with clients who do not speak English. Aidan Briggs explains ‘The importance of a language barrier cannot be overstated in relation to the giving of instructions and the taking of advice.’ Cases where the …
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Undue influence: Reform needed?

Emily Exton and Rebecca Welman provide a summary of recent undue influence cases and outline their relevance for practitioners ‘It is long established that mere persuasion of the testator which results in a change of mind will not amount to undue influence.’ English law distinguishes between undue influence in the context of lifetime gifts and …
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