Continue reading "Construction: Dubious drafting"
Vucicevic & anr v Aleksic & ors [2018] WTLR 1545
Wills & Trusts Law Reports | Winter 2018 #170The claim was a claim dated 5 September 2016 by the claimants as personal representatives of the late Mr Veliko Aleksic (the deceased), who died on 24 October 2014, for construction of parts of the deceased’s last will. He acquired a house in London in 1960 and a house in Cardiff in 1971.
He left a holographic will, which was undated save for bearing the year ‘2012’. It was signed but there was no attestation clause. It did not provide for the appointment of an executor. The deceased’s estate was valued at £2,750,753, including three houses, one in Montenegro, one in Cardiff, and ...
Hives v Machin [2017] WTLR 983
Wills & Trusts Law Reports | Autumn 2017 #169This claim concerned the proper construction of the will of Mrs Bastubbe (‘the Testatrix’). The Testatrix had three sons, Christopher, Eric (the Claimant’s father) and Peter (the Defendant). The Testatrix made her last will in 2003 at a time when all three of her sons were living. The Defendant had one son and one daughter, and the Claimant was Eric’s only daughter. The deceased would have been aware in 2003 that Eric had a chest complaint that caused him breathing difficulties and that Christopher was suffering from illness relating to drug addiction. Christopher in fact predeceased the...
Construction: Brick by brick
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The Royal Society v Robinson & ors [2015] EWHC 3442 (Ch)
Wills & Trusts Law Reports | March 2017 #167This was a claim to construe a will or, in the alternative to rectify it. Mr Michael Crowley-Milling (the deceased) died on 24 December 2012. His wife had pre-deceased him and he was survived by one niece, Mrs Lorna Joy Robinson and the children of his other niece (who had predeceased him) James Masterman and Rebecca Masterman (the next of kin). The deceased was a distinguished scientist and had decided to leave the bulk of his estate to the Royal Society.
The deceased left two wills: a Swiss will from February 2006 (the Swiss will) and an English will from October 2009 (the 2009 ...
Construction: Pay now argue later
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Guthrie v Morel & ors [2015] EWHC 3172 (Ch)
Wills & Trusts Law Reports | March 2016 #157The claimant sought by way of summary judgment a declaration as to the true construction of a will or alternatively an order for rectification of the will pursuant to s20(1) of the Administration of Justice Act 1982.
The deceased died on 20 July 2011. His will took the form of a letter addressed to a solicitor. Both parties accepted that the document was a will and had been admitted to probate. One of the executors obtained a grant of probate on 23 August 2012.
The will contained a bequest in the following terms: ‘My property 87 Loma Del Rey, Alcadesa, Spa...
University of London v Prag & anr [2014] EWHC 3564 (Ch)
Wills & Trusts Law Reports | May 2015 #149This decision concerned the construction of a trust deed dated 28 November 1944 (the deed) made between Eric Max Warburg on behalf of the Warburg family, Viscount Lee of Fareham on behalf of the Warburg Society, and the University of London (UOL). There arose questions about the scope of the deed, the ownership of property, the status of funding and the propriety of the administration by UOL under the deed. UOL brought a construction summons to determine these questions at the behest of HM Attorney General (the second defendant). The first defendant was Professor John Prag, of the Univer...
Construction: Building for change
Continue reading "Construction: Building for change"
Rawstron & anr (executrices of the estate of Lucian Freud) v Freud [2014] EWHC 2577 (Ch)
Wills & Trusts Law Reports | October 2014 #143Lucian Freud (the deceased) achieved international recognition as an outstanding painter and draughtsman, and he acquired considerable wealth over the course of his long and successful life. His final will was dated 10 May 2006 (the 2006 will), superseding his previous will of 25 June 2004 (the 2004 will). Both wills were professionally drafted. His residuary estate, after payment of legacies and inheritance tax, was estimated at around £42m.
The claim was brought by the claimants under CPR Part 8 in their capacity as executrices of the deceased’s final will. The first cl...