Wills & Trusts Law Reports | Autumn 2020 #180The claim concerned a dispute between three siblings. Their father, Christopher Ball, had died on 26 June 1978 leaving the income of his estate in trust for his wife, Dorothy Ball, for life and the residue in the proportions one third each to the claimant and second defendant, with a further one third left to the children of the first defendant. All three siblings were appointed executors and trustees of their father’s will. Dorothy Bell died on 1 June 2016 leaving a will appointing her solicitor and accountant as executors. No grant had been obtained in respect of Dorothy’s estate due t...
Emily Jenkins and Sam Harkness examine the trustee’s duty to account Chief Master Marsh found that in order for the court to make an order for an account (in common form) to be taken, a beneficiary has to show that an account has not been produced or that the account produced is inadequate. Among the …
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