Perry v Neupert [2019] EWHC 52 (Ch)

WTLR Issue: Web Only

The claimants were the widow and the daughter of the deceased who died on 8 March 2015. The deceased executed an English will (“the Will”) dealing with his UK assets and appointing a Swiss lawyer (the 1st defendant) as his executor and trustee...

Whittaker v Hancock [2018] EWHC 3478 (Ch)

WTLR Issue: Autumn 2019 #176

By his Will dated 23 September 2003 (”Will”) John Sidney Parker (”Testator”) appointed as his executrices the First and Second Defendants. The sole beneficiary of his estate was his second wife, the Second Defendant. She had been obliged to leave the family home to be cared for by her daughter, the Claimant...

Bhusate v patel [2019] EWHC 470 (Ch)

WTLR Issue: Summer 2019 #175

The claim related to the estate of Mr Bhusate who died on 28 April 1990. His first wife (Mrs Bhusate) had died in 1971. The 1st to 5th defendants were Mr Bhusate’s children by his marriage to Mrs Bhusate. The claimant was his third wife. The 6th defendant was the only child of Mr Bhusate and the claimant...

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...

Jones v Longley [2015] EWHC 3362 (Ch)

WTLR Issue: March 2016 #157

On 30 July 2015 the court made an order under s50 of the Administration of Justice Act 1985 to remove the claimant (C) as co-executor of the deceased’s estate. The judgment involved no criticism of C. The result was to leave the first defendant (D1) as sole executor of the estate...

Wilby v Rigby [2015] EWHC 2394 (Ch)

WTLR Issue: December 2015 #155

This was an application to remove Mr Ian Rigby (Ian) as administrator of the estate of Sybil Rigby. Sybil Rigby died on 30 November 2011, leaving two adult children, Ian Rigby and Janice Wilby (Janice). By her will dated 8 February 2001 Sybil Rigby appointed Janice and Ian to be her executors and trustees and gave the residue of the estate to Ian and Janice in equal shares...

National Westminster Bank plc v Lucas & ors [2014] EWHC 653 (Ch)

WTLR Issue: May 2014 #139

The television presenter Jimmy Savile (the deceased) died on 29 October 2011. His estate had an approximate value of £3.3m after the deduction of various expenses incurred by the date of this hearing. By his will, the deceased appointed National Westminster Bank plc (the bank) to act as his personal representative...

Khan v Crossland 

WTLR Issue: June 2012 #120

Dennis Griffiths (testator) died on 30 October 2008 leaving an estate worth about £430,000. By his last will, made nine years previously, the testator had appointed as his executors two partners in a firm of will writers known as ‘Will Drafters’ (respondents)...

Burgess & anr v Hawes & ors 0CL10537

WTLR Issue: April 2012 #118

Daphne Mary Burgess (testatrix), who was a widow, had made a will on 23 September 1996 (1996 will) leaving her entire estate equally between her three children, the first and second claimants and the first defendant. At that time, she was living at 8 Abbey Way, Bradville, Milton Keynes (8 Abbey Way) and, while retaining a sense of financial independence, she relied on her son for the payment of household bills...