S1 Cases Flashcards

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1
Q

Chambers v Fahy 1931

A

3 certaintees, the property wasn’t taken beneficially. It was taken on trust.

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2
Q

Re Humphrey’s Estate 1916

A

If a trust is intended, language needs to be certain. Precatory Words are not enough. “I wish”, “I desire”

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3
Q

Re Bayley 1945

A

Wasn’t void of uncertainty. “Irish relatives”. The testator doesn’t have to name every single beneficiary

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4
Q

Re Blake 1995

A

Interferring w/ Parental Duties
Raise as Roman Catholic religion.
Gift = void

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5
Q

Re Trust of the Abbott Fund 1900

A

Resulting trust for the subscribers
What was their intent?

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6
Q

Re Andrew’s Trust 1905

A

the subscribers’ had parted with the money
the intention was to benefit the children

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7
Q

Re Foord 1922

A

sister died, left over money went to the sister’s estate.
it was a gift.
intention of gift and words of endearment- she was a beneficiary
wording of the will was looked at

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8
Q

Re Slattery 1917

A

life insurance policy on someone else
money belonged to the one who paid it and had physical control over the policy

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9
Q

Owens v Greene 1932

A

Joint Deposit Cases
falied to rebut the presumption of a resulting trust
uncle set up account w/nephew who’s name is on the account
when the uncle died, money held on resulting trust for his estate.

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10
Q

Lynch v Burke 1990

A

Rebuts the presumption of resulting trust
Overruled Owens v Greene
has the same facts accept niece was present and when account was opened and signed for it
niece got the money

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11
Q

Re Grimes 1937

A

Presumption of Advancement
son’s wife was entitled to the securities by presumption of advancement

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12
Q

Re McEnery: O’Connell v AG 1941

A

Family cannot benefit from a charitable trust
the trust didn’t benefit the community or the public

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13
Q

Oppenheim v Tobacco Securities Trust Co. Ltd 1951

A

trust created for the benefit of the children of employees and former employees
not for the public benefit
if there’s a connection between the executors & the beneficiaries, there can’t be a public benefit

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14
Q

Dingle v Turner 1972

A

the relief of poverty
“poor employees”
was charitable

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15
Q

O’Brien v Sheil 1873

A

Presumption of Advancement
- Where a father purchases property in the name of his child or transfers it into the child’s name, the presumption of advancement will apply.

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16
Q

Re Worth Library 1995

A

Cy-près Doctrine
- book collection donated for the benefit the hospital
- the original prupose had ended so they should continue with a similar purpose
Certainty of Objects
- the requirement for living identifiable persons as beneficiaries is loosened.

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17
Q

Arnott v Arnott 1924

A

Trustees who are difficult to deal with are subject to removal
- trustee refused to agree with anything

18
Q

Moore v McGlynn 1894

A

Conflict of Interest of the Trustee
- the shop that the trustee was supposed to run, was very similar to his own shop
- removed him as a trustee

19
Q

Spencer v Kinsella 1996

A

The Welfare of the beneficiary can cause the removal of trustees

20
Q

Bartlett v Barclays Bank Trust Co. Ltd 1980

A

-where a series of transactions of a breaching trustee are related, one transation could effect another

21
Q

Cowan v Scargill 1985

A

The duty of the trustee is to maximise the interests of the beneficiary

22
Q

Chaine-Nickson v Bank of Ireland 1976

A

Beneficiary’s right to information in a discretionary trust
- trustee could be violating the duty of loyalty

23
Q

Target Holdings Ltd v Redferns 1996

A

DEFAULT RULE: equal shares of liability
- the beneficiaries can sue just one trustee or more
- the default rule will be put aside to make the trust whole
- THE TRUST WILL NOT FAIL ON ACCOUNT OF A TRUSTEE

24
Q

Bahin v Hughes 1886

A

If a trustee is in knowlegdge of a breach and keeps silent, they are equally liable

25
Q

French v Graham 1860

A

The beneficiary can share in the liabilty but only to the limit of their interest in the trust
- Digby French, Edward French and Graham

26
Q

AIB Group (UK) Plc v Mark Redler & Co. 2014

A

3rd party liability of solicitors for negligence

27
Q

Gabbett v Lawder 1883

A

“no person in a fiduciary capacity shall be allowed to retain any advantage gained by him in his character as a trustee”

28
Q

Attorney-General for Hong Kong v Reid 1994

A

bribes are automatically held on constructive trust for the beneficairy the moment the bribe was accepted.

29
Q

Sherrard v Barron 1923

A

A constructive trust will be enforced if an agent takes advantage of services provided to his principal without the principal’s knowledge and makes a profit for himself.

Agents are required to fully disclose to their principals any and all transactions in which they are profiting off of their principals, whether directly or indirectly.

30
Q

Royal Brunei Airlines Sdn Bhd v Tan Kok Ming 1995

A

Dishonest Assistance of a 3rd Party
- just focus on if the third party did something wrong
- You don’t have to establish liability of the primary party/trustee
- constructive trust will be put on the 3rd party

31
Q

Murray v Murray 1996

A
  • the sister’s nephew and girlfriend living the man’s house and not letting him in.
  • he paid 25% of the mortgage and she paid 75% of it
  • she was making the monthly payments so the house was mostly hers
  • it was a failed gift cause she died.
32
Q

H.K.N. Invest Oy v Incotrade Pvt Ltd 1993

A

Constructive trust imposed on employees of Incotrade to return the money back to Incotrade so they can return it to HKN

33
Q

Keech v Sandford 1726

A

Profits and property acquired by trustee in breach of fiduciary duty is held on constructive trust for the beneficiary.

34
Q

Parkes v Parkes 1980

A

The husband argued that he should have the property because he paid for it.
The court said that they can’t give him relief because he tried to avoid taxes
So the wife gets to keep the property.
The court wanted to stay clean

-Needs to be a connection between impropriety and relief sought for maxim to apply

35
Q

Feeney v MacManus 1937

A

Even distribution of remaining funds on an equal basis

36
Q

Re Diplock 1948

A

Equity will not suffer a wrong (contrary to the law) to be without a remedy
- equity will intervene to protect a right that for some reason is not enforceable at common law
- there must be pre-existing equitable remedy

37
Q

Tinsley v Milligan 1994

A

Illegality Defence
- can’t rely on illegal act to establish claim

38
Q

Patel v Mirza 2016

A

OVERRULLED Tinsley v Milligan
- range of factors to determine whether they can rely or not.
- more fair and clear

39
Q

Re Parker 1966

A

“necessitous nephews and nieces”
- a class of beneficiaries

40
Q

Re Doyle 1972

A
  • In fact the daughter said that she did not become aware of the condition until after her father’s death.
  • Kenny J, answering questions raised by the executor on a construction summons, held that this condition was void as being impossible to perform.
  • He also held, however, that the condition was void as being contrary to Article 44.2.1° of the Constitution