AB was born in 1932, resides in a care home and has dementia. In June 2007 she signed an EPA appointing her nephews MD and WD to be her attorneys on a joint and several basis. In September 2007 the EPA was registered.
In March 2007 MD and WD bought a property for AB to live in...
Mr John Bayley settled property on trust on 17 November 1983. He died in 1987. The trust was established with the assistance of the settlor’s longstanding business associate and friend, Mr Derek Gray, who provided various services to the trust through the first defendant, SG Associates (SGA), a company of which he was a director...
The Dion Family Trust was set up by deed as a discretionary trust in Papua New Guinea in August 1973 when Papua New Guinea was an external territory of Australia. It contains the following clause:
’15 [all potential beneficiaries] or any of them may at any time with or without the consent of the Trustee by deed revoke all or any of the trusts hereby declared and declare other trusts of the settled property and income derived therefrom in favour of such person or persons the said [potential beneficiaries] or any of them shall in their absolute discretion determine with or without a like power of revocation and variation PROVIDED THAT no trusts so declared may be declared in favour of the Settlor, the Trustee or any beneficiary who declares such trusts and they shall not nor shall any of them derive any benefit of any kind by virtue of trusts so declared… ‘...
The claimant claimed as the administratrix of the estate of Ellen Bolton (Ellen) for rectification of a deed of variation by which she had purported to vary the will of Hilda Bolton (Hilda).
Hilda had died on 6 February 2006. Her sister, Ellen, died on 11 September 2007...
In 2006 the deceased made a will directing a sale of two properties, No 7 and No 43 (the properties), with the proceeds to be shared between her sons (the Harts). On the same date the deceased gave another property, Unit 15, to her daughter and son-in-law, Mr and Mrs Burbidge, and also released them from a debt of £44,000...
The claimant had made an application under the Inheritance (Provision for Family and Dependants) Act 1975 (Act) for provision out of the estate of Harcharan Singh Dhaliwal (deceased) who died on 7 June 2009. The question had arisen, as a preliminary issue, whether the claimant was a person who ‘during the whole of the period of two years immediately before the date when the deceased died… was living (a) in the same household as the deceased, and (b) as the… wife of the deceased’ within the meaning of s1(1A) of the Act...
This hearing was an appeal from a decision of His Honr Judge Philip in which that judge found that an earlier hearing in the matter had not been a case management conference (CMC) and that therefore the respondent defendants were under no obligation to file and serve a costs budget seven days in advance of it...
The deceased, June Fairbrother, (D), a retired policewoman, made a will in March 1998 leaving legacies to friends and family, the 3rd to 14th defendants ,the executors and legatees and the residue to the 15th to 21st defendants, animal charities (the charities)...
In January 1995 Mr Donald Oatley, his wife Mrs Patricia Oatley, their three sons Andrew, Martin and Michael (the three claimants), and a solicitor, Mr Boyd, signed a deed of settlement. The beneficiaries were the spouses and issue of the claimants...
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)...