Naylor v Barlow [2019] EWHC 1565 (Ch)

WTLR Issue: Autumn 2019 #176

The claimants were practising solicitors and trustees of a trust created by the will of John Hine (T) who died on 4 January 1992. T had had four children. Two, Beryl Clowes and John Hine, were the third and fourth defendants. One, Philip Hines, pre-deceased T leaving two children, Judith Barlow and Janet Lomax, the first and second defendants...

Slattery v Jagger & ors [2015] EWHC 3976 (Ch)

WTLR Issue: March 2017 #167

The claimants (the executors of the estate of Mr Jagger) applied for construction or alternatively rectification of the last will of Mr Jagger dated 10 June 2011 (the 2011 will). It was common ground that the 2011 will was valid and revoked an earlier will dated 5 April 2007 (the 2007 will)...

Jump & anr v Lister & anr [2016] EWHC 2160 (Ch)

WTLR Issue: January/February 2017 #166

John Raymond Winson and Mable Winson (Mr & Mrs Winson) made ‘mirror image’ wills with the first defendant, a solicitor employed by the second defendant, on 17 August 2010 by which, in simple terms (and subject to two minor specific legacies by Mrs Winson), they left their estate to each other but, if that gift failed, left pecuniary legacies to the same named individuals and charities with the net residue passing to the claimants in equal shares...

Goenka v Goenka [2014] EWHC 2966 (Ch)

WTLR Issue: April 2016 #158

This was a claim for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 by the widow of Nirupam Goenka (the deceased). The deceased was a member of a statutory pension scheme for NHS employees...

Wilby v Rigby [2015] EWHC 2394 (CH)

WTLR Issue: April 2016 #158

This was a claim by the claimant (C) against her brother (D) relating to the administration of the estate of their late mother (S).

S died on 30 November 2011 leaving two children: C and D. S’s will appointed C and D as executors and trustees and she gave her whole estate, upon the usual trusts for sale and conversion, to be held in trust to divide the net sale proceeds equally between C and D...

Pullan v Wilson & ors [2014] EWHC 126 (Ch)

WTLR Issue: May 2014 #139

The claimant (Mr Pullan) was a beneficiary of ten high-value family trusts. The first defendant (Mr Wilson) was an accountant who had been appointed as a professional trustee of those trusts. Mr Wilson was also a non-executive director of three of the companies in which the trusts held shares...