Winter & anr v Winter & anr [2024] WTLR 327

Wills & Trusts Law Reports | Spring 2024 #194

The court was concerned with the claim of Richard and Adrian Winter to challenge the dispositions made by their father, Albert Winter, in his will dated 30 April 2015 (the 2015 will) which left the residue of his estate to their brother, Philip. The principal asset in Albert’s estate was his share in a market garden business operated by the family for many years, and since 1998 as a partnership between Albert, his late wife Brenda, the claimants and the first defendant. In January 2004 the partnership business was transferred to a company.

The claim was put on two principal bases....

Guest & anr v Guest [2023] WTLR 431

Wills & Trusts Law Reports | Summer 2023 #191

A father made repeated promises to his son that he would inherit an undefined part of a farm, sufficient to enable him to operate a viable farming business on it, after the death of his parents. Relying on that promise, the son spent the best part of his working life on the farm, working at very low wages and accommodated in a farm cottage. After a deterioration in the relationship between the father and son, it proved no longer possible for the two to work together, and the son therefore moved out, and the father cut him out of his will.

The son claimed an interest in the farm as...

Wills & anr v Sowray WTLR(w) 2021-07

Wills & Trusts Law Reports | Web Only

Guest & anr v Guest WTLR(w) 2021-05

Wills & Trusts Law Reports | Web Only

The respondent (who had been the claimant at first instance) was the eldest son of the two appellants. He had worked on the family farm full-time for some 33 years, until his relationship with his parents deteriorated. The respondent then brought proceedings against the appellants seeking a declaration of his entitlement to a beneficial interest in the farm on the basis of an alleged proprietary estoppel. At first instance, the court found in his favour, concluding that the first appellant had consistently and over time led the respondent to believe that he would inherit a sufficient sta...

Anaghara v Anaghara & ors WTLR(w) 2021-01

Wills & Trusts Law Reports | Web Only

The long-term partner and customary wife of the deceased claimed that a proprietary estoppel arose in her favour as to the matrimonial home. At first instance, the County Court awarded her a life interest in the property in satisfaction of her equity. On appeal, the High Court upheld the award of the life interest finding that she had detrimentally relied on assurances given by her customary husband, by not purchasing a house of her own. She was not required to demonstrate in great detail how she would have acquired such a house – by virtue of the representations of the deceased she had ...

Wills: A binding contract

Mark Pawlowski examines the problems associated with mutual wills and suggests some ways of avoiding them ‘Where the subject matter of the mutual wills specifically includes land and a separate will is used for each party, the parties‘ agreement may be potentially void as failing to meet the requirements of s2(1) of the 1989 Act.‘ …
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Private Client: Careful planning

Mark Pawlowski highlights some of the pitfalls associated with mutual wills that may have consequences on relationship breakdown ‘If the parties’ property (for example, the family home) is held on a joint tenancy, does the execution of mutual wills automatically sever the joint tenancy, or is it necessary for such a joint tenancy to be …
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