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 …
Continue reading "Beneficiaries: A practical approach"
This post is only available to members.
Wills & Trusts Law Reports | June 2016 #160This was an application to strike out, or alternatively, for summary judgment in relation to, a claim in relation to the estate of Captain Haastrup brought by the claimant.
Captain Haastrup died on 8 October 2012 in England. On 20 January 2014, the claimant obtained letters of administration in Nigeria. On 20 June 2014, these letters were resealed in Leeds District Probate Registry. It subsequently emerged that the claimant had been injuncted by the Nigerian court to restrain him from relying on the letters of administration or from ‘parading himself as in any way as the administr...
Wills & Trusts Law Reports | May 2016 #159The claimant was a member of a class of objects of a discretionary trust created by the will of Valerie Mary Lee who died on 19 June 2013. The defendants, who were partners in Tanners Solicitors LLP, were the trustees (including the sole proving executor). The relationship between the claimant and her elder sister (who had been added to the class of potential beneficiaries after the death of their mother) was affected by a history of strains between members of the family. The first defendant proved the will on 28 January 2014 in relation to an estate valued at £903,574. The second defend...
