Re Foote Estate [2011] ABCA 1

WTLR Issue: September 2012 #122

Eldon Foote, the deceased (D) was born in Alberta and lived there for the first 43 years of his life. He married and had five children there. When he died in 2004, his estate was worth approximately $130m. He also controlled a charitable foundation worth approximately $80m and had other assets worth approximately $10m...

Independent Trustee Services Ltd v GP Noble Trustees Ltd & ors [2012] EWCA Civ 195

WTLR Issue: September 2012 #122

Anthony Morris (Mr Morris) orchestrated a series of frauds between August 2007 and April 2008 by which £52m was misappropriated from various occupational pension schemes by their trustees, GP Noble Trustees Ltd and BDC Trustees Ltd. The appellant was Independent Trustee Services Ltd (ITS), which had been appointed as trustee of the 1653 pension schemes by the Pensions Regulator in July 2008...

Re JC 11757467

WTLR Issue: September 2012 #122

JC had four biological children: A, B, C and D. A was born in 1942 to a 15-year old mother. He was subsequently fostered, but throughout his life always understood JC to be his father and in the forty years preceding trial had worked and been in regular contact with him...

North Shore Ventures Ltd v Anstead Holdings Inc [2012] EWCA Civ 11

WTLR Issue: September 2012 #122

The substantive action concerned a written agreement between North Shore Ventures Limited (North Shore) and Anstead Holdings Inc (Anstead) made in March 2003 (the agreement). In 2008 Anstead’s assets were transferred into trusts of which Mr Fomichev and Mr Peganov (the appellants) and their family members were discretionary beneficiaries (the trusts)...

Bahouse & anr v Negus [2008] EWCA Civ 1002

WTLR Issue: September 2012 #122

Henry Bahouse (D) died on 27 March 2005 leaving an estate of approximately £2.2m in including a flat worth approximately £400,000. He had been married twice before and there was a son of his first marriage, Gordon (G), the residuary legatee under D’s will of 24 January 1996 and one of the executors seeking permission to appeal the decision of the lower court...

Charity Commission v RNIB 226227

WTLR Issue: September 2012 #122

The Royal National Institute of Blind People (RNIB) asked the Charity Commission for England and Wales (Commission) in May 2009 to authorise the payment of the RNIB’s Chair at the rate of £24,000 per annum for two days’ work per week. Authority was sought with effect from the date the chair was due to take office (23 July 2009), for his full three-year term of office...

Drakeford v Cotton & anr [2012] EWHC 1414 (Ch)

WTLR Issue: September 2012 #122

Ernest Cotton (Mr Cotton) and Mary Cotton (Mrs Cotton) won about £107,000 on the National Lottery and made mirror image wills on 16 May 1997 that provided for the survivor to take the entire estate of the first to die and, on the death of the survivor, for it to pass equally to their three children, who were the claimant and defendants...