Larsen & anr v Annan [2023] WTLR 1023

Wills & Trusts Law Reports | Autumn 2023 #192

The deceased, George, was the father of the three parties. He died leaving a will dated 26 March 2013. It made a gift of £10,000 to each of his three children, with the residue being left to his wife Lilly. In the event she predeceased him (as happened) it was left to his daughter Heather, the defendant, absolutely. It also appointed Heather as executrix. The estate was valued at approximately £480,000.

It was clear from the attendance notes surrounding the drawing up of the will that the deceased did not regard the claimants as having behaved well. Wayne had killed his niece’s pa...

Higgins v Morgan & ors [2022] WTLR 153

Wills & Trusts Law Reports | Spring 2022 #186

The claimant, Mr Higgins, brought a claim for reasonable provision out of the estate of the deceased, under the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act), in his capacity as a person who, although not a child of the deceased, was treated by the deceased as a child of the family, within the meaning of s1(1)(d) of the 1975 Act. Mr Higgins’ mother had married the deceased when he was aged nine, and he had continued to reside with the deceased after his mother and the deceased divorced, at which time the deceased had been gr...