Hughes v Pritchard & ors [2023] WTLR 1335

Wills & Trusts Law Reports | Winter 2023 #193

Evan Hughes (the deceased) left wills dated 7 August 2005 (the 2005 will) and 7 July 2016 (the 2016 will). Much of the deceased’s estate consisted of agricultural land, including 58 acres of farmland known as Yr Efail.

The deceased was survived by two children, Gareth and Carys, having been pre-deceased by a third, Elfed. Elfed was survived by a widow, Gwen, and three children: Stephen, Siôn and Geraint.

Under the 2016 will, but not the 2005 will, Yr Efail was gifted to Gareth.

Gareth claimed to propound the 2016 will in solemn form. Gwen and Stephen counterclaimed t...

Guest & anr v Guest [2023] WTLR 431

Wills & Trusts Law Reports | Summer 2023 #191

A father made repeated promises to his son that he would inherit an undefined part of a farm, sufficient to enable him to operate a viable farming business on it, after the death of his parents. Relying on that promise, the son spent the best part of his working life on the farm, working at very low wages and accommodated in a farm cottage. After a deterioration in the relationship between the father and son, it proved no longer possible for the two to work together, and the son therefore moved out, and the father cut him out of his will.

The son claimed an interest in the farm as...

Morley v Morley & anr [2023] WTLR 299

Wills & Trusts Law Reports | Spring 2023 #190

In 2007, the claimant gave her father (Ray) a sum of £150,000. The payment was a contribution towards a house (the property) that Ray intended to purchase with his wife, the first defendant.

The claimant alleged an agreement by which, in exchange for the payment of £150,000, Ray would leave his half-share of the property to the claimant and her brother.

The purchase of the property was completed using a TP1 transfer form. The form was signed by the third-party transferor and the box was ticked providing for the transferees, Ray and the first defendant, to hold the property ...

Proprietary estoppel: What to expect

David Wilkinson considers the implications of the Supreme Court decision in Guest The court’s task is to do justice ‘in the round’, including to any third parties, and with reference to whether the proposed remedy (if conferred by the promisee) would be unconscionable or not. More than ten months in the making and running to …
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Proprietary estoppel remedies: Expectation and acceleration

Natasha Dzameh examines the lessons from the Supreme Court’s judgment in Guest, which looked at the pivotal question of remedies The court cannot give a claimant more than the promised expectation whether by way of the amount or accelerated receipt. Where acceleration occurs, a discount must be built in to reflect the early receipt. The …
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Morton v Morton & anr WTLR(w) 2022-05

Wills & Trusts Law Reports | Web Only

Hughes v Pritchard & ors [2021] WTLR 893

Wills & Trusts Law Reports | Autumn 2021 #184

The deceased (E) died in March 2017 aged 84. The deceased’s last will was executed in July 2016 with the assistance of solicitors and after a capacity assessment was obtained from his GP. At the time of making his will, the deceased was suffering from moderately severe dementia and was grieving from the death of his eldest son (S) who had taken his own life in September 2015. The will changed the provisions of an earlier will in favour of the claimant (C), also a son of E, inter alia, leaving 58 acres of farmland to C.

The defendants were the sister, widow and eldest son ...

Proprietary estoppel: Widening the net

Mark Pawlowski and James Brown examine whether a proprietary estoppel claim can extend to property other than land Assuming that the doctrine of proprietary estoppel is of general application to property other than, strictly speaking, interests in land, there is no reason why a spouse or cohabitee should not be able to mount a successful …
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Howe & anr v Gossop & anr [2021] WTLR 539

Wills & Trusts Law Reports | Summer 2021 #183

In 2011 the appellants sold a building to the respondents for use as a dwelling-house. In 2012, the respondents proposed that the appellants transfer the Green Land and Grey Land in return for the waiver of a debt. The respondents prepared the Green Land for use as a garden until relations broke down and the appellants sued for possession of the Green Land and the Grey Land. At first instance the judge found that the parties had made an oral agreement in 2012, and that although the provisions of s2 of the Law of Property (Miscellaneous Provisions) Act 1989 has not been ...

Proprietary estoppel: Crossing the line

Andrew Vinson assesses how proprietary estoppel relates to oral contracts In all cases, the inquiry in relation to a potential proprietary estoppel is concerned with the overall result of the parties’ dealings. What is the position in which the parties would be if the court did not intervene? Proprietary estoppel is a fertile ground for …
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