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)...

Loring v Woodland Trust [2013] EWHC 4400 (Ch)

WTLR Issue: May 2014 #139

The testatrix, T, died on 1 September 2011 leaving an estate with a net value of £680,805. Her will, dated 2 February 2001, included provision for a nil rate band legacy for her children and grandchildren under clause 5 which stated:

‘MY TRUSTEES shall set aside out of my residuary estate assets or cash of an aggregate value equal to such sum as is at the date of my death the amount of my unused nil rate band for inheritance tax and to hold the same for such of the following as shall survive me...

Joshi & ors v Mahida [2013] EWHC 486 (Ch)

WTLR Issue: June 2013 #130

Kiritkumar Mahendersinh Mahida (testator) and his wife, the defendant, owned (inter alia) freehold property at 148-152 Leytonstone Road London as beneficial joint tenants. They were, however, separated when the testator made his last will (will) on 17 July 2002...

Rondel v Robinson Estate & ors [2011] ONCA 493 (CanLII)

WTLR Issue: July/August 2012 #121

Blanca Robinson, the testator (T), owned property in Spain, England and Canada. She executed a will in 2002 intended to deal only with her European property (the 2002 Spanish will). By this she granted a life interest in her London flat to Dr Richard Rondel, the Appellant (A), with whom she had a long relationship and made it clear she had made another will dealing with her property outside Europe...

Drake v Harvey & ors [2011] EWCA Civ 838

WTLR Issue: November 2011 #115

Mr and Mrs H, their son A and their daughter F were partners in a partnership engaged in farming. The partnership was governed by a partnership deed dated 14 February 1989. One of the assets of the farming partnership was farmland worth approximately £5...