Continue reading "Trustees: When to indemnify"
Clyne v Conlon & ors [2021] WTLR 1231
Wills & Trusts Law Reports | Winter 2021 #185By his will dated 8 March 2016 (the will) Patrick Conlon (the testator) appointed the claimant, who was his niece, and her sister as executrices and divided his net residuary estate equally between the claimant and his three sons, the defendants. Probate of the will was granted on 19 October 2018 in respect to a net estate of about £516,000. The claimant’s sister was removed as an executrix by an order dated 26 October 2020. The first defendant, who had previously been in business with his father, claimed to be beneficially entitled to one half of 168 Headstone Drive, Harrow and the whol...
Pettigrew v Edwards [2017] EWHC 8 (Ch)
Wills & Trusts Law Reports | Summer 2017 #168Veronica Edwards (the deceased) died on 2 April 2003, and her will was proved by the claimants (as her executors and trustees) (the trustees) in October 2003. Under the will, the deceased left her residuary estate to the trustees pay the income to her fourth husband (the defendant) for life, and subject thereto, to the First and Second Claimants (who were also her sons by her first marriage) in equal shares. The residuary estate was valued at £521,897.53, and it included a promissory note signed by the defendant to the deceased in the sum of £100,000. This represented the value of a loan...
Wills: Familiar farming saga
Continue reading "Wills: Familiar farming saga"
Probate: Executors beware
Continue reading "Probate: Executors beware"