Case Law/Statues Flashcards
Case law Donatio Moris Causa - Three requirements
Cain V Moon 1986
Case law Donatio Moris Causa - in contemplation death must be impending/imminent from a known cause but need not be immediate - Held
Re Craven Estates 1 1937
Case law Donatio Moris Causa - in contemplation death must be impending but need not be immediate - not Held
King V Dubrey 2015
Case law Donatio Moris Causa- Conditional of Death - Held
Gardner V parker 1818
Case law Donatio Moris Causa- Conditional of Death - Recovered - not held
Beaumont v Ewbank 1902
Case law Donatio Moris Causa must part with Gift - Held
Woodward V Woodard
Case law Donatio Moris Causa must part with Gift - not Held
Reddel v Dobree 1839
Case law Donatio Moris Causa must part with Gift docs - Held
Birch V Treasury Solicitor 1950
Case law Donatio Moris Causa must part with Gift to recipient - Not Held
Mills V Shield 1948
Case law Life Assurance/Pension not part of estate if nominations exist
Re Flavell 1883
Case law Capacity
Banks V Goodfellow 1870 & MCA 2005 section 1, 1 / 2 .1 & 3.1/3.3
Case law Banks V Goodfellow still good law - Held
Scammell V Farmer - Testatrix had died before MCA 2005 came into force
Re Walker2014 confirmed MCA 2005 not intended to replace BvG but compliment it
Case law No requirement for Testator to have a perfectly balanced mind - Motivated by frivolous or bad motive
Fuller V Strum 2002
Case law incoherent/confused on names/address of beneficiaries - Burden of proof testator had capacity - not Held
Wood V Smith 1992
Case law Extent of property owned /Value not held
Schrader V Schrader 2013
Case law Moral claims /Testamentary freedom - Held
Boughton v Knight 1873
Case law Inheritance (provisions for Family and Dependents) act 1975
I(PFD)A 1975
Case law Capacity - T did not have capacity held 1
In The estate of Park 1954 - elderly large gift given to new wife
Case law Capacity - T had capacity -Held 1
Ewing V Bennett 2001 - being deaf and in the early stages of dementia did not affect capacity
Case law Capacity - T did not have capacity -Held 2
Sharp V Adam 2006 - Suffering from Severe MS had crossed an Imprecise divide and therefore lacked capacity
Case law Capacity - T did not have capacity - Held 2
Key V Key 2010 - Will executed days after wife of 65 years passed - Greif caused a temporary lack of capacity affirmed in re Wilson 2013
Case law Lucid interval- T had capacity - held 1
Cartwright V Cartwright -1793 hand written will no evidence of lack of capacity in wording.
Case law lucid Interval - T did not have capacity
Richards V Allen 2000 - Instructions given by someone else(the sole beneficiary) the day it was executed others found her to be confused therefore not plausible to have ben done in a lucid moment
Case law Lucid Interval - T had capacity - held 2
Simon V Byford 2014 - Evidence showed she meet the conditions of Banks V Goodfellow and therefore had capacity.
Case law Insane Delusions - Will Valid 1
Banks V Goodfellow 1870 - Whilst the deceased held a delusion they were being molested by evil spirits it had no effect on the gifts so will was held to be valid
Case law Insane Delusions - Will Invalid -1
Dew V Clark 1826 - Testator excluded only daughter evidence showed an irrational aversion from birth including not seeing them at all for first 3 years of their life - The irrational aversion clearly affect how the will was made
Case law Insane Delusions - Will Invalid 2
Kastic V Chaplin and Others 2007 - two prev wills leaving entire estate to son - revoked by wills made in 88 & 89 leaving entire significant estate to the conservatives party - His delusion was that only the conservatives party could save the country from dark forces and his son was part of the dark forces - Both will revoked early will held to be valid
Case law Insane Delusions - Will Invalid 3
Re Richie 2009 Left entire estate to charity- was suffering from a form of OCD claimed sons were stealing from her and violent towards her and daughters never visited gave no help - denied by all Judge deemed the allegations were delusions .
Case law Insane Delusions - Will Valid 2
Ramsey V Ramsey 2005 - Mother of 7 2008 will made following a stroke - One child was care giver but the relationship had deteriorated - Will gave 50% to one Daughter described as the most caring and the other 50% between the other 6 - with full reasons given in 2007 diagnosis of moderate to serve dementia was made - but evidence from the solicitor who drafted will satisfied the judge that the requirement is BvG were met and there was rational basis for the beliefs even if they were unfounded/unproven/untrue
Case law Capacity is assumed in professionally drafted wills -Held 1
Parker V Feltgate 1883
Case law Rules in Parker v Feltgate extended
Estate of Wallace 1952 to include written instructions
Case law Undue influence - third party instruction Will not Valid
Singh V Amirchand -1948 testator replying on third party to convey instructions - undue influence
Case law Capacity is assumed in professionally drafted wills -Held 2
Burgess V Hawes 2013 - Strong evidence is required to find lack of capacity when an experiences solicitor drafts a will and has full detailed note are present re capacity
Case law Golden Rule
Kenward V Adams
Case law Golden Rule non compliance will still Valid -1
Cattermole V Prisk 2006 - Golden Rule guidance not law and does not substitute the established rules for capacity and knowledge and approval
Case law Golden Rule non compliance - Will tested on Capacity tests
Allen V Emery 2005 - Golden Rule desirable precaution however ultimately capacity is a question of fact
Case law Golden Rule Will Compliance will not Vaild
Williams V Wilmot 2012 evidence on long term solicitor and Dr out weighed file notes and single examination by an alternative Dr
Case law Intention - Held
Re Berger 1989 -T unaware doc could be submitted to probate but aware making provision for disposal of property on their death
Case law Intention not held
Corbett V Newey 1996 - T thought Will was only valid once it had been dated by the solicitors on her death.
Case law Knowledge & Approval
Guardhouse V Blackburn 1866 sets standards for K&A
Case law Time of Knowledge & Approval
Parker V Feltgate 1883
Case law Burden of Proof Suspicious Circumstances - exciting the court suspicions
Barry V Butlin 1883 - if the will substantially benefits the person who prepared it or a close relative of such person - The propounder must remove the suspicion
Case law Burden of Proof Suspicious Circumstances - exciting the court suspicions Will not valid
Wyniczwnko v plucinska- surowka 2005 - if the beneficiary is involved in the making of the will - D could not satisfy the court that the will reflected T’s true wishes
Case law Burden of Proof Suspicious Circumstances - exciting the court suspicions Will Vaild
Knight V Edoyna 2009- Whilst C initiated the process of drawing up the will but was not present when t gave instructions or for its execution
Case law Burden of Proof Suspicious Circumstances lack of K&A Will not Valid 1
Sherrington V Sherrington 2005 T was a experienced solicitor - held due to poorly written will and who wrote it T had not read before signing and therefore lacked K&A
Case law Burden of Proof Suspicious Circumstances lack of K&A Will Valid but failed for undue influence
Schrader V Schrader 2013 - evidence showed did have K& A but was rendered not valid due to undue influence
Case law Burden of Proof Suspicious Circumstances lack of K&A Will not Valid 2
Poole V Everall 2016 Carer blocked communication between Solicitor & T and failed to read the will to T before signing
Case law Blind or illiterate Testator K&A Will Valid
Christian V Intsifil 1954 Will typed by a clerk. The will so elaborate with details of T life court deemed it could not have been devised and was a true reflection of T wishes
Case law Precautions - Golden Rule not used Will invalid
Buckenham V Dickenson 2000 - T deaf and Nearly Blind Will read by T only grunted - deemed open questions should be asked
Case law Mistake Whole Will Will valid
Marley V Rawlings 2014 Husband and wife signed wrong wills - deemed Valid as K&A was there mistake as to what doc to sign
Case law Mistake as to Words used - not the legal effect will not valid
Collins V Elstone 1893 - use of an incorrect revocation clause revoked earlier will
Case law Mistake by Testator - Wills Vaild
re Phelan 1972 three forms each had revocation no indication which pre dated which - all three summited to probate
Case law Mistake by Draftsman Will when amended was valid
Morrell V Morrell 1882 - mistake as to number of Shares ( from S20(1) AJA1982
Case law Statutory Powers to rectify - Clerical Error Rectification Granted 1
Re Segelman 1995 Family member by clause listed but T wanted excluded and was not named
Case law Statutory Powers to rectify- Clerical Error Rectification Granted 2
Sprackling V sprackling 2008 use of Farm and Farmhouse as interchangeable when they were two separate things
Case law Statutory Powers to rectify Clerical Error Rectification Granted 3
Austin V Woodward and another 2011- Revised firms precedent included that no longer represented Ts intentions
Statue - S20(1) Administration of Justice Act 1982
Give the court a limited power to rectify will/codicils.
Case law Rectification in preference to other courses of action - Held
Walker V Geo Medlicott & Son 1999 - Beneficiary’s should seek the remedy of rectification before taking any other action such as suing in negligence