Sargeant v Sargeant Neutral citation: [2018] EWHC 8 (Ch)

WTLR Issue: Winter 2018 #170

AUDREY MARY SARGEANT

V

1. JANE LOUISE SARGEANT

2. MICHAEL ARTHUR THOMSON

Analysis

Joe Sargeant (the deceased) died on 10 May 2005 leaving a will dated 20 February 2002. He left a surviving spouse, Audrey Sargeant (who was known as Mary), and two children, Jeff and Jane. By the will, he left his guns and fishing equipment to Jeff and the balance of his personal chattels and the benefit of a life policy worth £75,000 to Mary. The remainder of his estate was left to his trustees on discretionary trust. The class was limited to Mary, Jane and Jane’s issue. His estate was valued at just over £3.2m.


Counsel details

Counsel
David Mitchell (No5 Chambers, Fountain Court, Steelhouse Lane, Birmingham 
B4 6DR, tel 0845 241 5258, e-mail info@no5.com), instructed by Withers LLP 
(16 Old Bailey, London EC4M 7EG, tel 020 7597 600, e-mail enquiries.uk@withersworldwide.com) for the claimant.



Paul Burton (Three Stone, 3 Stone Buildings, Lincoln’s Inn, London WC2A 3XL, tel 020 7242 4937, e-mail clerks@threestone.law) instructed by Shakespeare Martineau LLP (No 1 Colmore Square, Birmingham B4 6AA, tel 0121 237 3000, e-mail 
info@shma.co.uk) for the first defendant.


The second defendant attended in person.

Cases referenced

Cases in bold have further reading - click to view.

Legislation referenced

Legislation in bold has further reading - click to view.

  • Inheritance (Provision for Family and Dependents) Act 1975, ss1(1)(a), s1(2)(a), 2, 3(2)