Lonsdale v Teasdale & ors [2021] WTLR 1309

Wills & Trusts Law Reports | Winter 2021 #185

The claimant was the daughter of the deceased. The deceased had made a will dated 15 September 2017 of which the residuary beneficiary was D1, a friend of the deceased. A letter of intent stated that the claimant was not to benefit. The claimant, relying on medical evidence which included a poor score in a cognitive impairment screening test and a letter from the deceased’s GP opining that the deceased had likely suffered from dementia for a number of years before executing the 2017 will, challenged the 2017 will on the basis of a lack of testamentary capacity due to memory issues, and D...

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 ...

Testamentary capacity: When capacity fluctuates

Joseph de Lacey and Rowan Cope update practitioners on the High Court’s current approach to interpreting testamentary capacity It is striking that what appeared to be settled conclusions by respected professionals made contemporaneously with the execution of the disputed will… could be partially displaced by a misunderstanding as to the scale of the difference between …
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Rehman v Hamid [2021] WTLR 663

Wills & Trusts Law Reports | Summer 2021 #183

The deceased was born in pre-partition India in 1942, later living in Pakistan. She moved to England in 1965 where she married her husband who was also living in England. In 1986, the couple purchased an English property where they lived until the husband’s death in early 2015. Later in 2015 the deceased returned to Pakistan to live with her nephew. The deceased died in hospital in 2017 three weeks after making her final will which left her estate entirely to her nephew’s son. This was a significant departure from the mirror will she had executed with her husband in 1993, und...

Testamentary capacity: Goodfellow for our times

Lucinda Brown and Judith Swinhoe-Standen consider delusions and testamentary capacity following Clitheroe v Bond Given the varying circumstances of testators, there is unsurprisingly a considerable grey area in defining what kinds of beliefs are delusional for the purposes of testamentary capacity. The judgment of Clitheroe v Bond, handed down on 4 May 2021, was eagerly …
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Gorjat & ors v Gorjat HC08C03275

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Kostic v Chaplin [2007] EWHC 2298 (Ch)

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Bishop v Bishop & anor HC0800013

Wills & Trusts Law Reports | Web Only

Introduction

1. The late Bruce Alfred Bishop died on 1st May 2007. I shall call him “Bruce” as I shall call other members of the Bishop family by their first names, in order to identify the relevant Bishop.

2. Bruce died aged 62, as I understand from liver failure. As will appear he had been an alcoholic for several years and it made him physically unwell on a number of occasions. Alcohol was the cause of a premature death.

3. Bruce was survived by his widow Andrea and three children, Scott, Laura and Frazer. He was also survived by his two younger...

Stewart & ors v Franks & ors [2013] CSOH 63

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James v James [2018] EWHC 43 (Ch)

Wills & Trusts Law Reports | Winter 2018 #170

The deceased was a self-made man who had operated a farming business and a haulage company in partnership with his wife (the third defendant) and his son (the claimant). Over the course of his life, he purchased a number of parcels of agricultural land in Dorset. In 2007 he gave two of these parcels to one of his daughters (the first defendant). In 2009 the partnership dissolved, and the deceased transferred one of the parcels to himself and the third defendant to hold jointly. At the same time the claimant was given one of the parcels and the haulage business.

The deceased died i...