Archibald & anr v Stewart & anr [2024] WTLR 1
Spring 2024 #194Rosemary and Malcolm were the adoptive parents of Neil and his younger brother Michael. Neil married Julie in 1999 and they had two children, who were young adults by the time of the hearing. Rosemary died on 10 June 2014 and Malcolm on 14 January 2021. Neil died on 25 June 2023 after proceedings had been issued.
Rosemary and Malcolm made wills in similar terms on 26 May 2009. Rosemary made a codicil dated 23 May 2014. Both left pecuniary legacies with the residue to be held under discretionary trusts for three classes of beneficiaries: a) the surviving spouse; b) their children a...
Alizade & ors v Kudlick [2023] WTLR 795
Autumn 2023 #192Mr Kudlick, a chartered accountant and the defendant, was a trustee of the Marian Miller Settlement from 1973 and was later an executor and trustee of the estates of Marian Miller’s late parents, Harold Miller, who died on 29 December 1984, and Ethel Miller, who died on 26 December 1987. With his co-executor Mr Levy, Mr Kudlick was responsible as executor for the administration of the estates of the late Harold and Ethel Miller. He and Mr Levy were trustees of three trusts, the property of which comprised one-quarter of Harold’s and one quarter of Ethel’s residuary estates, together with...