Property Law - Rochefoucauld and Pallant Flashcards

1
Q

What might apply in a case like Smith v Matthews where A declares himself T?

A

Proprietary estoppel

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2
Q

Two advantages of seeing R v B as a CT?

A

Allows direct reliance on s.53(1)(2) LPA and no one could have acted as S anyway in R v B for ET

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3
Q

What is the Disapplication thesis?

A

Court disapplies statute formalities if there is fraud - merely a rule of proof

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4
Q

What is required to rely on Rochefoucauld v Boustead?

A

T knew property conveyed to him as a T, and T denies trust anyway and claims the land

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5
Q

Lincoln v Wright

A

Equity of redemption to beneficiary of entire estate

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6
Q

Gardner v Rowe

A

Trust from moment of declaration

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7
Q

With what other CT does Youdan draw comparison to determine that need knowledge of trust existence before T receives land for Rochefoucauld to apply?

A

Fully secret trusts

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8
Q

London & Regional v TBI judgment

A

No claim under Pallant if agreed not to be bound until formal context

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9
Q

Option to purchase

A

Holiday Inns v Broadhead

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10
Q

Youdan on requirements for Rochefoucauld

A

Need to receive property and perhaps also know of trust existence before receipt

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11
Q

Five features of Pallant

A

Agreement precedes acquisition, not necessarily contractually enforceable, understood to get interest if B succeeds, A suffers detriment OR B acquires advantage in relation to acquisition AND inequitable

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12
Q

What case shows the subject matter division under Pallant if there is no agreement between the parties?

A

Holiday Inns v Broadhead

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13
Q

S.2 LP(MP)A 1989

A

Contract sale/disposition of interest in land, signed by both parties

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14
Q

Bannister v Bannister judgment

A

Beneficial interest and CT - no need to state trust, just shown in substance from terms

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15
Q

What would R v B be an example of if it were considered an ET, and dutch company the S?

A

A tripartite case, allowing C to enforce the agreement

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16
Q

Who showed no one could have been the S anyway In R v B?

A

Liew

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17
Q

Elderly woman rent free

A

Bannister v Bannister

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18
Q

Bannister v Bannister general

A

Elderly woman rent free

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19
Q

Pallant v Morgan general

A

Auction

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20
Q

Banner Homes on agreement Pallant

A

Shares in JV company, NOT land

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21
Q

Hodgson v Marks judgment

A

RT

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22
Q

Wife husband raise mortgage

A

Re Duke of Marlborough

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23
Q

Why does Lieu find the Disapplication thesis unworkable?

A

Treats fraud as a prerequisite to the trust, but R v B suggests trust is a prerequisite

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24
Q

Hodgson v Marks general

A

Lodger

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25
What was imposed in Birch v Blagrave and Childers v Childers, if not R v B?
RT
26
How should the formality rules be perceived, in regard to their aims?
A means to an end - they are a way to achieve their aims, not the end of the discussion
27
De Bruyne v De Bruyne general
As to AM, children but wife
28
What thesis argues R v B is an express trust?
Disapplication thesis
29
What academic is against three party R v B cases?
Feltham
30
What two cases show R v B does not apply if B does not promise to hold on trust?
Birch v Blagrave and Childers v Childers
31
What two cases show CT operating to give B more than they had at the outset?
Lincoln v Wright; Rochefoucauld
32
Requirements for proprietary estoppel
B detrimentally relied on A's promise
33
Mirror agreement in Pallant
Time Products v Combined English Stores
34
what are the four aims of formality requirements?
Channelling, cautionary, evidentiary and protective
35
Three reasons why CT should be preferred to RT, if possible
CT reflects the full facts, no resalire (just enforcing whatever B promised) and can't explain getting more than at the outset under RT
36
Rochefoucauld v Boustead general
Mortgage, Auction, sold
37
Who gives four aims of formality requirements?
Feltham
38
Why could the Dutch company not declare trust in R v B?
No order of foreclosure - just trustees - and countess still had EoR
39
What RT case is argued to be CT?
Hodgson v Marks
40
Who argued R v B is based on an intention to dispose of the property + reliance?
Chambers
41
S.53(1)(b) LPA 1925
Declaration of trust and land to be manifested and proved in signed writing by someone able to declare such a trust
42
Lodger
Hodgson v Marks
43
no need to state trust, just shown in substance from terms
Bannister v Bannister
44
What is the maxim applied in Rochefoucauld v Boustead?
Statute cannot be used as an instrument of fraud
45
Why would Holiday inns not be an application of Pallant?
Detriment AFTER acquisition
46
Childers v Childers judgment
Land for A under RT, NOT R v B
47
In what two cases does R v B not apply?
If A declares himself T, and if B does not promise to hold on trust
48
As to AM, children but wife
De Bruyne v De Bruyne
49
Birch v Blagrave judgment
Per Lord Hadwick, lack of intention to part so RT
50
How can we explain Hodgson v Marks categorisation as an RT?
Purely counsel choice to limit proceedings, because it was all the old lady wanted
51
Forster v Hale
Signed writing can be in linked documents
52
Who came up with the disapplication thesis, and who named it?
Swadling, named by Liew
53
If there is no compliance with S.53(1)(b) LPA 1925, what is the effect of the attempted trust?
Valid, just can't be enforced
54
Writing to specify B's, property and nature of trust
Smith v Matthews
55
Holiday Inns v Broached general
Option to purchase
56
Time Products v Combined English Stores general
Mirror
57
What is the formal context behind Pallant v Morgan?
Usually need s.2 LP(MP)A 1989
58
Re Duke of Marlborough general
Wife husband raise mortgage
59
Smith v Matthews
Writing to specify B's, property and nature of trust
60
Smith v Matthews on R v B applying
No application if A declares himself trustee
61
Rochefoucauld v Boustead judgment
No prevention of 'proof of fraud' under s.53(1)(b) LPA
62
Auction
Pallant v Morgan
63
What was the interest given in Pallant v Morgan?
Joint tenancy over plot 16
64
De Bruyne v De Bruyne judgment
CT held for children
65
Why could Boustead not declare the trust in R v B?
Immediately remortgaged
66
What academic is in favour of three party R v B cases?
Youdan
67
Banner Homes v Luff Developments general
Exclude
68
Example of a possible three-party R v B case
De Bruyne v De Bruyne
69
What case saw Holiday Inns v Broadhead as a CT case?
Cobbe v Yeomans Row
70
If agreed to wait for formal context, no claim under Pallant
London & Regional v TBI
71
What judge in what case gave five features of Pallant?
LJ Chadwick in Banner Homes v Luff
72
Cobbe v Yeomans Row
CT Holiday Inns
73
No application of R v B if A declares himself trustee
Smith v Matthews
74
LJ Chadwick in Banner Homes v Luff
Five features of Pallant
75
Soar v Ashwell
Categorising trusts as express to avoid limitation periods
76
Birch v Blagrave general
Sheriff of London
77
Childers v Childers general
Bailiff
78
London & Regional v TBI general
Formal context
79
Why does R v B not apply if A declares himself T?
No fraud and B merely a volunteer
80
Predecessor to LPA 1925
Statute of Fraud 1677
81
Banner Homes v Luff Developments judgment
Joint tenancy because reduced competition
82
Why could the Countess not declare the trust in R v B?
EoR only
83
Trust from moment of declaration
Gardner v Rowe
84
Signed writing can be in linked documents
Forster v Hale
85
Youdan on people able to declare a trust of land
Can also be the trustee, after receiving the property
86
Why is it posited s.53(1)(b) LPA 1925 is more lenient than (a)?
Possibility of overreaching protects third parties
87
Pallant v Morgan judgment
Advantage by paying less, induced not to bid, so CT
88
Re Duke of Marlborough judgment
Trust held for wife - CT
89
What cases show the subject matter division under Pallant if there is agreement between the parties?
Banner Homes and Times Products v Combined English Stores
90
What are Bannister, Hodgson and Re Duke of Marlborough all examples of?
A transferring property to B, and B holding for A
91
How can we explain the categorisation of R v B as an express trust?
Within Soar v Ashwell meaning - to avoid limitation periods
92
What did the judges say of the nature of the trust in Holiday Inns?
PE
93
Rochefoucauld v Boustead on outcome
A got more - equity of redemption to beneficiary of entire estate