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Dwan & ors v Commissioners for HMRC [2022] WTLR 501
JUDGMENT JUDGE JOHN BROOKS: Introduction [1] The appellants, Mr Alfred Michael Dwan, Mrs Amanda Dwan, Mr Malcolm Terence Hunnisett, Mr Andrew Mark Openshaw-Blower and Mr Richard Parkinson, each made gifts of shares in Taskcatch plc (‘Taskcatch’ or the ‘Company’) to charity and claimed tax relief on the basis of the value of the gifted shares …
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June 24, 2022
Goodrich & ors v AB & ors [2022] WTLR 525
JUDGMENT CHIEF MASTER SHUMAN: [1] On 14 February 2020 the court approved and sanctioned the claimants to do all things necessary to complete a conditional share purchase agreement of their shares in Walker Books Limited (WBL) to a buyer. The sale completed on 7 May 2020. The application for approval had been brought under the …
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HM Attorney General v Zedra Fiduciary Services (UK) Ltd [2022] WTLR 557
JUDGMENT MR JUSTICE ZACAROLI: Introduction [1] The ‘National Fund’ was established by a deed of trust dated 9 January 1928 (the ‘Deed’) by Baring Brothers & Co Limited (‘Barings’), acting on behalf of a donor whose identity remained anonymous for 92 years, Mr Gaspard Farrer (‘Mr Farrer’). The Deed provided for an amount of cash …
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Johnston v Wackett [2022] WTLR 575
JUDGMENT DEPUTY MASTER BRIGHTWELL: [1] This Part 8 claim relates to the administration of the estate of the late Sidney Albert Johnston, who died on 27 March 2017. [2] In earlier proceedings brought under the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act) the claimant, Colin Johnston, sought an order for reasonable …
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Mattingley v Bugeja [2022] WTLR 601
JUDGMENT HHJ DAVIS-WHITE QC: Introduction [1] This is a case about an alleged ‘secret trust’ of real property, situated in England, under a will. The question is whether the devisee under the will, the defendant, holds the deceased’s interest in the property on trust so as to give the claimant, the deceased’s daughter, a 37.5% …
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Re May Trust [2022] WTLR 637
JUDGMENT THE COMMISSIONER: [1] The Representor presented a Representation to the Royal Court on 5th February 2021, as a result of which the Court made orders that the Representation should be heard in private until further order and that the Respondents should be convened for 10am on 3rd March 2021 when the Representation would receive …
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Morris v Fuirer & ors [2022] WTLR 659
JUDGMENT DEPUTY MASTER LAMPERT: The Parties [1] The Claimant, Kevin Morris, is the only child of Cynthia Morris (deceased) who died on 7 August 2017 leaving a last Will dated 14 July 2010. Mrs Morris had made two prior Wills on 28 November 2006 and 25 October 2000. The Claimant was the principal beneficiary under …
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Skillett v Skillett [2022] WTLR 679
JUDGMENT PHILIP MOTT QC: Introduction [1] The Claimant brings these proceedings to ask the court to propound in solemn form the will executed by his late father, Charles Skillett (the Testator), on 19 May 2011. The Defendant, his brother, objects on the grounds that their father lacked testamentary capacity and/or did not know and approve …
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St Clair v King & anr [2022] WTLR 703
JUDGMENT HHJ CAWSON QC: Introduction [1] This case concerns a challenge to the last will dated 20 May 2009 (‘the 2009 Will’) of the late Jean Eileen Lech (‘Mrs Lech’), brought by her stepdaughter, Anna Myfanwy St Clair (‘Ms St Clair’). [2] Ms St Clair is the daughter, by an earlier marriage, of Mrs Lech’s …
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Womble Bond Dickinson (Trust Corporation) Ltd v No Named Defendant [2022] WTLR 765
JUDGMENT MASTER BRIGHTWELL: Introduction [1] In 1986, Stephenson Clarke Shipping Limited (‘Stephenson Clarke’) was a subsidiary of Powell Duffryn plc, and thus a member of the Powell Duffryn group of companies (‘the PD Group’). The PD Group was a well-known shipping and logistics business whose roots can be traced to the 19th century, part of …
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