Rawstron & anr (executrices of the estate of Lucian Freud) v Freud [2014] EWHC 2577 (Ch)

Wills & Trusts Law Reports | October 2014 #143

Lucian Freud (the deceased) achieved international recognition as an outstanding painter and draughtsman, and he acquired considerable wealth over the course of his long and successful life. His final will was dated 10 May 2006 (the 2006 will), superseding his previous will of 25 June 2004 (the 2004 will). Both wills were professionally drafted. His residuary estate, after payment of legacies and inheritance tax, was estimated at around £42m.

The claim was brought by the claimants under CPR Part 8 in their capacity as executrices of the deceased’s final will. The first cl...

Wills: Lost and found

Stuart Adams discusses the correct procedure for the safe custody and registration of wills ‘When a solicitor takes a will into safe custody they are required to make arrangements to ensure that it is securely stored until such time as it shall be needed.’ It is often said that a will is one of the …
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White v Matthys & ors [2014] EWHC 648 (Ch)

Wills & Trusts Law Reports | May 2014 #139

Joseph Robson (the deceased) had two sons, the fourth and fifth defendants. When he retired in 1992, the deceased sold his residential property and moved to Spain. He did not own any property in the UK thereafter.

By a will dated 30 March 1995, the deceased left his Spanish estate to the fourth defendant absolutely. By a will dated 29 November 2006 (the 2006 will), the deceased appointed the claimant as his executor and left his residuary estate outside Spain to the British National Party (the BNP). The deceased died on 21 March 2010 leaving a net English estate of approximately £...

Wills: The perils of assisting with a will

Edward Hicks considers the implications of Re Devillebichot; Brennan v Prior [2013] for dealing with litigants-in-person ‘The general rule is that costs will follow the event. An executor is not bound to propound or defend a will; therefore to do so potentially exposes an executor to a costs risk if they fail.’ When Anthony (a …
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The Vegetarian Society v Scott [2013] EWHC 4097 (Ch)

Wills & Trusts Law Reports | April 2014 #138

This was a contentious probate action against all five of the wills of a schizophrenic testator. While he had benefitted from a stable and conventional childhood, the deceased had sustained serious injuries at the age of nineteen in a serious bicycle accident. He soon after succumbed to the symptoms of severe schizophrenia and logical thought disorder, from which he suffered for the remainder of his lifetime. His modes of living were unconventional. He lived alone on the fringes of society, and despite his considerable wealth, he lived in basic, if not squalid conditions. While it was ac...

Marley v Rawlings & anr [2014] WTLR 299

Wills & Trusts Law Reports | March 2014 #137

Mr Alfred Rawlings and his wife Maureen Rawlings instructed a solicitor to draft their wills in mirror form. Each spouse intended to leave his or her entire estate to the survivor of them, but provided that, should the other have predeceased or survived them for less than a month, their estates should be left to the appellant, who was not related to them but whom they treated as their son. Mr and Mrs Rawlings’ solicitor attended them on 17 May 1999 to enable a due execution of draft wills containing these provisions. By an oversight, their solicitor gave each spouse the other’s draft wil...

Wills: Challenging the validity of a will

Siân Hodgson discusses the tactics employed in Tociapski v Tociapski ‘Tociapski v Tociapski may act as a warning to potential defendants who may be considering whether or not to actively take part in proceedings.’ Following a person’s death, there may be a dispute about whether that person’s last will is valid. Relatives or close friends …
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Pearce v Beverley [2013] EWHC 2627 (Ch)

Wills & Trusts Law Reports | January/February 2014 #136

John Pearce (Mr Pearce) died on 23 July 2008. His daughter, the claimant, challenged the validity of a will purportedly made by Mr Pearce on 20 June 2007 (the will) on grounds of lack of capacity and want of knowledge and approval, and also challenged a number of lifetime transactions said to be procured by the defendant’s undue influence.

Mr Pearce’s second marriage broke down in 2004 and he consequently became lonely and depressed. His health was generally deteriorating. He suffered from partial kidney failure, which was first noted in March 2005, and by 2006 from s...

Wills: Reserving the right

Siân Hodgson finds Pinnock v Rochester settles the question of whether a 1975 claim excludes a further claim challenging the validity of the will ‘In principle, if a claim has already been pursued by a claimant under the 1975 Act and has been successful, that claimant is not necessarily precluded from bringing subsequent proceedings to …
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Wills: Familiar farming saga

Fox v Jewell gives an indication of the appropriate procedure practitioners should follow when dealing with a multi-stranded claim. Malcolm Warner reports ‘In cases where there are proprietary estoppel claims mixed in with testamentary capacity and some long running history, then the overall context may inform the court’s view on any particular way the claim …
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