Fennessy v Turner & anr [2022] WTLR 1295

Wills & Trusts Law Reports | Winter 2022 #189

The claim concerned the estate of Hazel Valerie Fennessy who had died on 2 February 2020 at the age of 78. The claimant was the deceased’s son. The deceased’s other child, Heidi, predeceased her by approximately six weeks.

The deceased’s will dated 24 January 2012 left her entire estate to Heidi and appointed her as sole executrix. It provided that if Heidi predeceased then the whole estate was left to the defendant, June Turner, who was also appointed as sole executrix.

Probate was granted on 26 October 2020. The value of the estate was stated as £342,075 (gross) and £336,...

Needs: Strapped for cash

Rachael Brownlee and Sky Langwieser examine the approach to financial remedy cases involving modest assets Where there are modest assets, a case is more often than not likely to fall into the category of a ‘needs case’ and while pre-acquired wealth may be a relevant factor, any argument for such assets to be excluded in …
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Clarke v Allen & anr WTLR(w) 2019-10

Wills & Trusts Law Reports | Web Only

K v L [2012] WTLR 153

Wills & Trusts Law Reports | January/February 2012 #116

On H’s ancillary relief claim, Bodey J awarded him a sum of £5m pursuant to an open offer made by W. W had assets worth approximately £57m and H had assets of approximately £300,000, represented by the former matrimonial home which was transferred to him by W in the course of the divorce. The couple began cohabiting in Israel in 1986, and underwent a ceremony of marriage that was not valid under Israeli law. They married legally in England in 1991, where they have lived ever since. The length of the relationship was 21 years and there are children from the marriage. Substantially the who...