Davey & anr v Bailey & ors [2021] WTLR 487

Wills & Trusts Law Reports | Summer 2021 #183

Alan and Margaret Bailey were a married couple who died each aged 71 within a few months of each other in 2019, leaving no children. Each left a will dated 28 May 2009 appointing the other as sole executor and sole beneficiary. After Mrs Bailey had passed away Mr Bailey attended a solicitor to make a new will, but it was not executed before he also died. The gift to his wife under his 2009 will failed, as she had predeceased him, and passed under the law of intestacy to his next of kin.

Mrs Bailey’s sister and brother, the claimants, claimed that the couple had made gifts of...

Vallee v Birchwood [2013] EWHC 1449 (Ch)

Wills & Trusts Law Reports | July/August 2013 #131

On 6 August 2003, Cheryle Vallee (the claimant/respondent) visited her 93-year-old father Wlodzimierz Bogusz at his home. Ms Vallee, who lived abroad, told her father that she planned to visit next at Christmas. He replied that he might not be alive by then as he did not expect to live much longer. He handed over the deeds for his unregistered property, a house key, his war medals and a photograph album. The main asset of the estate was his property.

In December 2003 Mr Bogusz died intestate. Ms Vallee had been fostered and then later adopted after her mother and father’s m...