Continue reading "Inheritance: What is financial need?"
Nandakopan v Nandakopan [2024] WTLR 217
Wills & Trusts Law Reports | Spring 2024 #194The deceased died intestate in 2020 with an estate worth around £120,000. He had married the claimant in January 1993, and they had a daughter, the defendant, in November 1993. They had an unhappy marriage and little family life, although they all continued to live together. In 2014, the deceased transferred the matrimonial home from his sole name to the joint names of him and the defendant as beneficial joint tenants, such that on his death his share of the property passed to the defendant. The property was worth around £450,000. In 2017, the claimant brought proceedings against the dec...
Batstone v Batstone [2022] WTLR 835
Wills & Trusts Law Reports | Autumn 2022 #188The claim was brought pursuant to s1(1)(c) of the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of John Nicholas Batstone Deceased (the deceased). The claimant was the deceased’s adult daughter by his first marriage. The defendant was the deceased’s widow and executor.
The deceased died on 31 March 2019, domiciled in England and Wales and leaving a will dated 2 December 2017. The total net value of the estate was £326,121, consisting of:
- (i) a 50% share in a residential property, co-owned with the defendant and valued ...