Timothy Sherwin looks at the rights of beneficiaries to an account Blades and Boothman suggest that the courts will be willing to permit derivative claims to advance in appropriate circumstances even where they have not been formally designated as derivative claims. A beneficiary has a right to an inventory and account from her executor. That …
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Wills & Trusts Law Reports | Autumn 2020 #180The claim concerned a dispute between three siblings. Their father, Christopher Ball, had died on 26 June 1978 leaving the income of his estate in trust for his wife, Dorothy Ball, for life and the residue in the proportions one third each to the claimant and second defendant, with a further one third left to the children of the first defendant. All three siblings were appointed executors and trustees of their father’s will. Dorothy Bell died on 1 June 2016 leaving a will appointing her solicitor and accountant as executors. No grant had been obtained in respect of Dorothy’s estate due t...
