Allen v Webster [2024] WTLR 775

Wills & Trusts Law Reports | Autumn 2024 #196

By the underlying claim the appellant (the claimant at first instance) had sought a declaration as to the extent of his beneficial interest in a residential property (the property) which he and the respondent (the defendant at first instance) had purchased in joint names, having been at that time a cohabiting couple. Following a dispute, the claimant had moved out of the property only two years or so after it had initially been purchased. Prior to moving out, the claimant had contributed to the mortgage repayments in equal shares with the defendant, but had ceased to make any further con...

Rea v Rea & ors [2024] WTLR 701

Wills & Trusts Law Reports | Summer 2024 #195

Anna Rea had made wills dated 29 May 1986 (the 1986 will) and 7 December 2015 (the 2015 will).

At first instance, Anna’s daughter (the appellant) claimed to propound the 2015 will in solemn form. Her brothers (the respondents) counterclaimed to set aside the 2015 will, alleging lack of testamentary capacity, want of knowledge and approval, undue influence, and fraudulent calumny. They sought to propound the 1986 will.

The claim had previously been tried and then appealed, ultimately to the Court of Appeal, where a retrial was ordered.

On the retrial, HHJ Hodge KC fou...

Wrangle v Brunt & anr [2021] WTLR 1143

Wills & Trusts Law Reports | Autumn 2021 #184

This was an appeal from a first instance judgment in proceedings relating to the estate of Dean Brunt (Dean), who tragically died aged 35 on 8 December 2007, when he was hit by a train. On 25 June 2008, the first defendant/appellant (Marlene), who was Dean’s mother, obtained letters of administration in relation to Dean’s estate on the basis that he died intestate.

Over ten years later, in November 2018, the claimant/respondent, the deceased’s uncle by marriage (Bob), started the proceedings, seeking to revoke the letters of administration issued to Marlene, on the basis that a pu...

Appeals: Mind the gap – is perversity an insurmountable chasm?

Liam Ryan explores the recent Court of Appeal decision of Whiting v First/Keolis Transpennine Ltd and what it means more generally for appellants seeking to bring an appeal based on the difficult ground of perversity ‘The common-sense reality of the case was that once the evidence of Mr Stitt was accepted, Mr Whiting could not …
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Martin v Williams [2017] WTLR 1041

Wills & Trusts Law Reports | Autumn 2017 #169

This was an appeal against a decision of the County Court ([2016] WTLR 1075) to make reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 for Mrs Joy Williams from the estate of her deceased partner Norman Martin. Under the terms of Mr Martin’s last will his entire estate passed to Mrs Maureen Martin, Mr Martin’s wife, from whom he was separated, but to whom he remained married until the date of his death. Mr and Mrs Martin had not divorced but they had made an informal arrangement regarding their separation.

HHJ Gerald made an order ...

JSC Mezhdunarodniy Promyshlenniy Bank & Anor v Pugachev & Ors [2015] EWCA Civ 906

Wills & Trusts Law Reports | December 2015 #155

In 1992 Mr Pugachev founded the first claimant bank (Mezhprom). In November 2010 the Moscow Arbitrazh Court declared Mezhprom to be insolvent, opened liquidation proceedings and appointed the second claimant (the DIA) as liquidator. On 25 January 2011 the Russian authorities began a criminal investigation with regard to the insolvency of Mezhprom and three days later Mr Pugachev fled Russia. On 2 December 2013 the claimants began proceedings against Mr Pugachev in the Moscow Arbitrazh Court.

On 11 July 2014 Henderson J granted a worldwide freezing order without notice in aid of th...

Appeals: Last chance

Edward Floyd looks at the court’s jurisdiction where permission to appeal has already been refused and the meaning of a real prospect of success ‘It is important to recognise the distinction between the test for granting permission to appeal and the more rigorous test for granting or refusing a substantive appeal.’ In McHugh v McHugh …
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Kershaw v Roberts & anr [2014] EWHC 1037 (Ch)

Wills & Trusts Law Reports | October 2014 #143

This hearing was an appeal from a decision of His Honr Judge Philip in which that judge found that an earlier hearing in the matter had not been a case management conference (CMC) and that therefore the respondent defendants were under no obligation to file and serve a costs budget seven days in advance of it. The claimant had contended that the earlier hearing had been a CMC and renewed that submission in the current hearing. The claimant’s submissions raised general issues as to whether the first hearing in a Part 8 claim, alternatively the first directions hearing, in such a cla...

Appeals: Limited options

Katie Lowe looks at the revised procedure for appeals and practice points for practitioners ‘The court is bound by the interpretation given to the phrase “real prospect of success”, namely that a party must show a realistic, rather than fanciful, prospect of success.’ Cases that involve advising on appeal are generally few and far between. …
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