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Van Kwawagen v Royal National Lifeboat Institution and Another: ChD 9 Jun 2008

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References: [2008] EWHC 2246 (Ch)
Links: Bailii
Coram: Sarah Asplin QC
Ratio: The charities said that the deceased had left a will making gifts to them. The family said there was no will. A will had been executed, and was said by some witnesses to have been found after the death, and one witness remembered the family member asking if the will could be ignored. It was not subsequently produced for probate.
Held: It was implausible to say that the witnesses had not seen the will, and the reconstituted will was admitted to probate.
Jurisdiction: England and Wales

Last Update: 19 August 2019
Ref: 276670

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Jones and others v Firkin-Flood: ChD 17 Oct 2008

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jones_floodChd2008
References: [2008] EWHC 2417 (Ch)
Links: Bailii
Coram: Briggs J
Ratio: The trustees had contracted to sell shares in a private company held within the estate. A family member now claimed that they were held in trust after a settlement of a possible challenge to the will based in lack of testamentary capacity and undue influence. The trustees requested the court to determine the trusts on which the shares were now held.
Held: The evidence of some family members and others had been variously bitter and unreliable including making baseless allegations of forgery and lying about attempting to pay witnesses for evidence. There had been no agreement to share the estate equally, but the company had since been run in a way which was prejudicial to the minority shareholders.
Since the death, the trustees had failed to take proper control of the company’s activities or to take note that the company had not declared dividends. Though the failure yet to provide accounts was as yet excusable, their other failings were a total abdication of their duties, including the duty to regulate the activities of the minority shareholder exercising control over the company, and preventing self dealing actions by him with company assets. The solicitor and professional trustee had failed, and the failures of the lay trustees stemmed largely from his: ‘the Trustees had by their conduct . . demonstrated their collective and individual unfitness to be Trustees of this trust.’ This was not however a case of dishonesty or deliberate breach. On the other hand the case demonstrated a total breakdown of trust and confidence. One trustee should remain to be joined by new trustees. Though the two proposed trustees should be added provisionally.
This case cites:

  • Cited – Bartlett v Barclays Bank Trust Co Ltd (Nos 1 and 2) ChD ([1980] Ch 515)
    A claim was made against a trustee for compensation for losses incurred during the administration of the trust.
    Held: For a court to order an account by a trustee on the basis of wilful default, and make the defendant liable not only for . .
  • Cited – Oceanic Steam Navigation Co v Sutherberry ((1880) 16 Ch D 236)
    . .
  • Cited – Beloved Wilkes’ Charity, Re ChD (Bailii, [1851] EWHC Ch J52, (1851) 3 Mac and G 440, [1851] EngR 375, Commonlii, (1851) 42 ER 330)
    Trustees are under no general duty to explain the exercise by them of a discretion. . .
  • Cited – Regal (Hastings) Ltd v Gulliver HL ([1967] 2 AC 134, Bailii, [1942] UKHL 1, [1942] 1 All ER 378)
    Regal negotiated for the purchase of two cinemas in Hastings. There were five directors on the board, including Mr Gulliver, the chairman. Regal incorporated a subsidiary, Hastings Amalgamated Cinemas Ltd, with a share capital of andpound;5,000. . .
  • Cited – Holder v Holder; In re Frank Holder dec CA (Bailii, [1967] EWCA Civ 2, [1968] Ch 353, [1968] 1 All ER 665, [1968] 2 WLR 237)
    The court considered a complaint that a trustee had purchased trust property.
    Held: There is a residual discretion in the Court to uphold a transaction that technically falls within the prohibition. . .
  • Cited – ATC (Cayman) v Rothschild Trust Cayman Ltd ([2007] WTLR 951)
    (Grand Court of the Cayman Islands) The court considered a proposed undertaking by successor trustees to their predecessors not to distribute a proportion of the trust fund for as long as it was required to meet the outgoing trustees’ entitlement to . .
  • Cited – Re Thompson’s Settlement ([1986] Ch 99, [1985] 2 All ER 721)
    Company shares were held in trust for the grandchildren of the settlor whose two sons were the trustees who effectively ran the company. The plaintiffs proposed the transfer of trust property to the company. The beneficiaries said that such a . .
  • Cited – Re: Gibson’s Settlement Trusts; Mellor v Gibson ([1981] Ch 179, [1981] 2 WLR 1, [1981] 1 All ER 233)
    Settlement trustees undertook to execte a deed appointing trust moneys to the settlor’s children. The beneficiaries were not content with the proposed deed, and the trustees sought directions.
    Held: The undertaking was invalid as a fetter on . .
  • Cited – Hillsdown Holdings plc v Pensions Ombudsman ([1997] 1 All ER 862)
    The court had to answer the question of whether the Pensions Ombudsman could make orders which the court could not.
    Held: It could not, Knox J said: ‘there is a real distinction between ordering compensation for inconvenience and distress . .
  • Cited – Swales v Inland Revenue Commissioners ([1984] 3 All ER 16)
    Nicholls J said: ‘It is trite law that trustees cannot fetter the exercise by them at a future date of a discretion possessed by them as trustees.’ . .
  • Cited – Public Trustee v Cooper ([2001] WTLR 901)
    The court looked at the circumstances when a court was asked to approve a proposed exercise by trustees of a discretion vested in them. The second category of circumstances was (quoting Robert Walker J): ‘Where the issue was whether the proposed . .
  • Cited – Re Hastings-Bass; Hastings v Inland Revenue CA ([1975] Ch 25, Bailii, [1974] EWCA Civ 13, [1974] 2 All ER 193)
    Trustees of a settlement had exercised their power of advancement under the section, in order to save estate duty by transferring investments to be held on the trusts of a later settlement. However the actual effect of the advancement was that the . .
  • Cited – Letterstedt v Broers PC (Bailii, [1884] UKPC 1, (1884) 9 App Cas 371, Bailii, [1884] UKPC 18)
    (Supreme Court of the Cape of Good Hope) Lack of harmony may be of itself a good reason for a trustee to resign or be dismissed. Lord Blackburn approved a passage in Story’s Equity Jurisprudence, s 1289: ‘But in cases of positive misconduct, courts . .
  • Cited – Re Clore’s Settlement Trusts ChD ([1966] 1 WLR 955, [1966] 2 All ER 272)
    A 21 year old beneficiary of a substantial trust fund requested the trustees to apply for his benefit a sum (equal to about one-seventh of the fund) to a family charitable foundation. He would be entitled to the capital of the fund on attaining 30, . .

(This list may be incomplete)
Leading Case
Last Update: 20 August 2019
Ref: 277024

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Warner v Verfides: ChD 29 Oct 2008

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References: [2008] EWHC 2609 (Ch)
Links: Bailii, Times
Coram: John Martin, QC
Ratio: The deceased bankrupt’s Autralian trustees sought disclosure of documents recording his dealings in the UK. Third party Swiss lawyers now sought to intervene to say that such disclosure would breach the confidence of many of their clients. Redactions were agreed, and the court now looked to the costs.
Held: The interveners’ human rights had been engaged by the request. The court considered the technical meaning of correspondence within article 8, saying ‘To construe the term as applying only to letters still in the possession of the writer or in the process of transmission to the intended recipient appears unduly restrictive. In ordinary parlance, the term would be expected to apply to exchanges of letters in whosever hands they happened to be. ‘ and the interveners’ Article 8 rights are engaged by an application for production of documents in the hands of Verfides that were generated in the course of, or otherwise relate to, the interveners’ business activities. After initial doubts, the interveners had conducted their objections properly. Trustees and interveners were to bear their own costs.
Statutes: European Convention on Human Rights 8
Jurisdiction: England and Wales

Last Update: 21 August 2019
Ref: 277551

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Sprackling and others v Sprackling and Another: ChD 6 Nov 2008

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References: [2008] EWHC 2696 (Ch)
Links: Bailii
Coram: Norris J
Ratio: Family members argued that the will did not reflect the wishes of the deceased. The deceased had owned substantial and varied farming businesses, and had made a new will leaving the farm to his seciond wife, and not the sons by his first marriage.
Held: Some rectifications were agreed. However, as to the rest, the sons had overstated the deceased’s concerns about the businesses, and the business position could not support their arguments for further rectification.
Statutes: Administration of Justice Act 1982 20(1)
Jurisdiction: England and Wales
This case cites:

  • Cited – In re Morris Deceased ChD ([1971] P 62, [1970] 1 All ER 1057, [1970] 2 WLR 865)
    A mistake was made in the drafting of a codicil by which, inter alia, the testatrix had revoked cl 7 of her will. It was clear from the evidence that the testatrix had never intended to revoke the whole of that clause but only to revoke the . .
  • Cited – In re Segelman (dec’d) ChD ([1996] Ch 171, [1996] 2 WLR 173, [1995] 3 All ER 676)
    The burden of proof which falls on a disappointed beneficiary who seeks rectification of the will, saying that the will did not give effect to a testator’s intentions, is an exacting one.
    Chadwick J said: ‘Although the standard of proof . .

(This list may be incomplete)

Last Update: 21 August 2019
Ref: 277569

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Ritchie and Others v Joshlin and Others: ChD 31 Mar 2009

Mrs Mearns and Mrs Grant (Both Farquharsons, and Their Husbands) v James Farquharson, Esq, and Others, Trustees of James Farquharson of Inverey, Deceased, for Behoof of Alexander Farquharson: HL 20 Feb 1759

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References: [1759] UKHL 6 – Paton – 724
Links: Bailii
Ratio: Destination – General Clause – Settlement. –
A party executed a general conveyance of all lands and heritages that should happen to belong to him at his death. The estate of Auchlossen belonged to him at the time he executed this settlement. He afterwards succeeded to the estates of Inverey and Tulloch, which had belonged to his brother, and the question was, Whether the heirs whatsoever under the above settlement, had a right to the Inverey and Tulloch estates. Held that they had not. Affirmed.
Jurisdiction: Scotland

Last Update: 23 August 2019
Ref: 558276

The post Mrs Mearns and Mrs Grant (Both Farquharsons, and Their Husbands) v James Farquharson, Esq, and Others, Trustees of James Farquharson of Inverey, Deceased, for Behoof of Alexander Farquharson: HL 20 Feb 1759 appeared first on swarb.co.uk.

Gray v Barr: CA 1971

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References: [1971] 2 QB 554
Coram: Salmon LJ, Lord Denning MR, Phillimore LJ
Ratio: A husband had accidentally shot and killed his wife’s lover after threatening him with a shotgun.
Held: The court confirmed the decision at first instance. He was not liable to be indemnified by his insurers for the losses claimed against him by the deceased’s estate as a result of the shooting. It is not every type of crime which operates so as to cause public policy to make the courts reject a claim. The forfeiture rule only applies where the offender is ‘guilty of deliberate, intentional and unlawful violence, or threats of violence.’
Lord Denning MR said: ‘Manslaughter is a crime which varies infinitely in its seriousness. It may come very near to murder or amount to little more than inadvertence.’ and ‘In an action for assault, in awarding damages, the judge or jury can take into account, not only circumstances which go to aggravate damages, but also those which go to mitigate them’
Phillimore LJ confirmed that manslaughter varies from conduct which is almost murder to conduct which is only criminal in the technical sense: ‘It would be foolish to attempt to lay down any general rules. It is wiser I think to confine decision to the facts in this case.’
Salmon LJ said this: ‘Although public policy is rightly regarded as an unruly steed which should be cautiously ridden, I am confident that public policy undoubtedly requires that no one who threatens unlawful violence with a loaded gun should be allowed to enforce a claim for indemnity against any liability he may incur as a result of having so acted. I do not intend to lay down any wider proposition. In particular, I am not deciding that a man who has committed manslaughter would, in any circumstances, be prevented from enforcing a contract of indemnity in respect of any liability he may have incurred for causing death or from inheriting under a will or upon the intestacy of anyone whom he has killed. Manslaughter is a crime which varies infinitely in its seriousness. It may come very near to murder or amount to little more than inadvertence, although in the latter class of case the jury only rarely convicts. H.’s case [1914] P. 1 may seem to be an authority for the proposition that anyone who has committed manslaughter, in any circumstances, is necessarily under the same disability as if he had committed murder. The facts however are not stated in the report and they are of vital importance in order to understand the decision. They have now been ascertained from the record A man named J.H. kept a woman named J.B. and had made a will in her favour. They had had many quarrels. He had promised to marry her but had not done so. On April 13, 1913, she took his revolver and, whilst he was in bed, shot him dead with four or five shots. She was acquitted of murder but convicted of manslaughter. It is small wonder that the court held that, on grounds of public policy, she could not take under H.’s will. The only surprising thing about the case is that she was acquitted of murder, apparently for no reason – except, perhaps, that she was defended by Mr Marshall Hall.’
Jurisdiction: England and Wales
This case cites:

  • Appeal from – Gray v Barr ChD ([1970] 2 QB 626)
    The defendant had used a shotgun to threaten a man and the gun had accidentally gone off and killed him. The issue was whether the defendant could recover in respect of his liability under a policy of insurance.
    Held: The rule of public policy . .

(This list may be incomplete)
This case is cited by:

  • Cited – Dunbar (As Administrator of Tony Dunbar Deceased) v Plant CA (Gazette 24-Sep-97, Bailii, [1997] EWCA Civ 2167, [1997] 4 All ER 289, [1998] Ch 412, [1997] 3 WLR 1261, [1998] 1 FLR 157, [1998] Fam Law 139, [1997] 3 FCR 669)
    The couple had decided on a suicide pact. They made repeated attempts, resulting in his death. Property had been held in joint names. The deceased’s father asked the court to apply the 1982 Act to disentitle Miss Plant.
    Held: The appeal was . .
  • Cited – Regina v Chief National Insurance Commissioner Ex Parte Connor QBD ([1981] 1 QB 758, [1981] 1 All ER 769)
    The court was asked whether the rule against forfeiture applied so as to disentitle an applicant from receiving a widow’s allowance when she had killed her husband with a knife. She had been held guilty of manslaughter but simply placed on . .
  • Applied – Re H (Deceased) ([1990] 1 FLR 441)
    The Plaintiff had stabbed his wife to death while acting under a delusion induced by a reaction to a drug that he had been prescribed.
    Held: Public policy did not require in every case of the manslaughter of a spouse that the forfeiture rule . .
  • Cited – J v S T (Formerly J) CA (Bailii, [1996] EWCA Civ 1016, [1998] Fam 103)
    The parties had married, but the male partner was a transsexual, having been born female and having undergone treatment for Gender Identity Dysphoria. After IVF treatment, the couple had a child. As the marriage broke down the truth was revealed in . .
  • Cited – Hawley v Luminar Leisure Ltd and others CA (Bailii, [2006] EWCA Civ 18, [2006] IRLR 817, [2006] PIQR P17, [2006] Lloyd’s Rep IR 307)
    The claimant was assaulted and severely injured at a night club by a doorman supplied to the club by a third party company now in liquidation. He claimed the club was the ‘temporary deemed employer’ of the doorman. He also sought to claim under the . .
  • Cited – Porter v Zurich Insurance Company QBD ([2009] NPC 38, [2009] 2 All ER (Comm) 658, Bailii, [2009] EWHC 376 (QB))
    The claimant insured his house with the defendants. Severely depressed, drunk and delusional, he set fire to it and now claimed after refusal to pay out. He said that he was not acting as a free agent.
    Held: A claimant who seeks to recover . .
  • Cited – Moore Stephens (A Firm) v Stone Rolls Ltd (in liquidation) HL (Bailii, [2009] UKHL 39, Times 11-Aug-09, [2009] 1 AC 1391, [2009] Bus LR 1356, [2009] PNLR 36, [2009] 3 WLR 455)
    The appellants had audited the books of the respondent company, but had failed to identify substantial frauds by an employee of the respondent. The auditors appealed a finding of professional negligence, relying on the maxim ex turpi causa non . .
  • Cited – Chadwick v Collinson and Others ChD (Bailii, [2014] EWHC 3055 (Ch))
    The court considered the division of the estate under the 1982 Act, after a beneficiary had been found to have killed the Deceased. The applicant had been sectioned under the 1983 Act and sought the disapplication of the 1982 Act.
    Held: The . .
  • Cited – D v L and Others ChD ([2003] WTLR 687, Bailii, [2003] EWHC 796 (Ch))
    The claimant had been found guilty of the manslaughter by diminished responsibility of the deceased. He now sought disapplication of the 1982 Act.
    Held: The application failed: ‘The reforms introduced by the Homicide Act 1957 were designed to . .
  • Cited – Murphy v Culhane CA (Bailii, [1976] EWCA Civ 3, [1977] QB 94)
    The widow of the deceased claimed damages from one of the attackers who had been convicted of her husband’s manslaughter. The question was whether, given the conviction, she was entitled to entry of judgment as to liability without trial. The . .

(This list may be incomplete)

Last Update: 23 August 2019
Ref: 185188

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Walters and Another v Smee and Another: ChD 25 Jul 2008


Sammut and others v Manzi and others: PC 4 Dec 2008

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References: [2008] UKPC 58, [2009] 1 WLR 1834, [2009] 2 All ER 234
Links: Bailii
Coram: Lord Phillips of Worth Matravers, Lord Hope of Craighead, Lord Rodger of Earlsferry, Baroness Hale of Richmond, Lord Carswell
Ratio: (the Bahamas) The court was asked to construe a will.
Lord Phillips said: ‘The starting point when construing any will is to attempt to deduce the intention of the testator by giving the words of the will the meaning that they naturally bear, having regard to the contents of the will as a whole. Sometimes it is legitimate to have regard to extrinsic evidence in order to show that words used had a special meaning to the testator, but it has not been suggested that this is such a case.
Extrinsic evidence of the testator’s intention may also be admissible to resolve uncertainty or ambiguity . .
There were placed before their Lordships no less than 17 decided cases, some of which involved decisions on wording that bore some similarity with that used in the present case. Little assistance in construing a will is likely to be gained by consideration of how other judges have interpreted similar wording in other cases. Counsel rightly recognised that the starting point must be to look at the natural meaning of the wording of the will to be construed without reference to other decisions or to prima facie principles of construction.’
Jurisdiction: Commonwealth
This case is cited by:

  • Cited – Jump and Another v Lister and Another ChD (Bailii, [2016] EWHC 2160 (Ch))
    Wills for two people hade been drafted with survivorship clauses which provided for others according to the order in which they died, but in the event, having died together it had been impossible to say which died first. The parties disputed the . .

(This list may be incomplete)

Last Update: 25 August 2019
Ref: 279093

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M’Caig v University of Glasgow: SCS 18 Dec 1906

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References: [1906] ScotCS CSIH – 2, 1907 SC 231, (1906) 14 SLT 600
Links: Bailii
Coram: Lord Stormonth-Darling
Ratio: The heir in heritage of the late Mr M’Caig of Oban seeks to establish her rights as such, notwithstanding the fact that he has made a testament in favour of trustees, and has directed them to hold his estate and to apply the proceeds in doing certain things on the estate. She does not impugn the deed on the ground of mental incapacity. She attacks it on the ground that it does not give any disposal of the estate for the benefit of any person or class of persons, and is in no better position to exclude her than if it had simply disinherited her without putting anyone in her place, which it is plain would not have invalidated her right as heir.

Last Update: 25 August 2019
Ref: 279270

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Drummond’s Judicial Factor v LA: SCS 9 May 1944

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References: [1944] ScotCS CSIH – 1
Links: Bailii
Coram: Lord Justice Clerk Cooper
Ratio: There is no presumption as to survivorship in a common calamity
This case cites:

  • Cited – Wing v Angrave, Tulley, And Others ([1860] EngR 525, Commonlii, (1860) 8 HLC 183, (1860) 11 ER 397, (1860) 8 HL Cas 183)
    Lord Chelmsford said: ‘Had it occurred to her mind that a highly improbable state of facts might arise, either of their both perishing together or of its being impossible to ascertain which was the survivor, no doubt she would have used apt words to . .

(This list may be incomplete)

Last Update: 25 August 2019
Ref: 279390

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Draper v Thomason: SCS 26 Mar 1954

Smith And Others, Assignees of Eustace, A Bankrupt, v Coffin And Ux: 28 Apr 1795

Cleaver v Mutual Reserve Fund Life Association: CA 1892

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References: [1892] 1 QB 147, 1891 4 All ER 335, 61 LJQB 128, 65 LT 220
Coram: Fry LJ
Ratio: The deceased’s executors, objected to his widow maintaining action on a trust created by an insurance policy in her favour under the Act. She had been convicted of his murder. The executors’ case was that ‘it is against public policy to allow a criminal to claim any benefit by virtue of his crime.’
Held: Fry LJ said: ‘The principle of public policy invoked is in my opinion rightly asserted. It appears to me that no system of jurisprudence can with reason include amongst the rights which it enforces rights directly resulting to the person asserting them from the crime of that person. If no action can arise from fraud it seems impossible to suppose that it can arise from felony or misdemeanour . . This principle of public policy, like all such principles, must be applied to all cases to which it can be applied without reference to the particular character of the right asserted or the form of its assertion.’ and ‘In the construction of Acts of Parliament . . general words which might include cases obnoxious to this principle (of public policy) must be read and construed subject to it.’
Statutes: Married Women’s Property Act 1882 11
Jurisdiction: England and Wales
This case is cited by:

  • Applied – Davitt v Titcumb ChD ([1990] Ch 110, [1989] 3 All ER 417)
    The defendant bought a house in joint names with the deceased, but was subsequently convicted of her murder. The house was purchased with the assistance of an endowment life policy in their joint names. Whilst he was imprisoned, the policy was used . .
  • Cited – Dunbar (As Administrator of Tony Dunbar Deceased) v Plant CA (Gazette 24-Sep-97, Bailii, [1997] EWCA Civ 2167, [1997] 4 All ER 289, [1998] Ch 412, [1997] 3 WLR 1261, [1998] 1 FLR 157, [1998] Fam Law 139, [1997] 3 FCR 669)
    The couple had decided on a suicide pact. They made repeated attempts, resulting in his death. Property had been held in joint names. The deceased’s father asked the court to apply the 1982 Act to disentitle Miss Plant.
    Held: The appeal was . .
  • Cited – Troja v Troja ((1994) NSWLR 269)
    (New South Wales) The court explained the application of the forfeiture rules in cases involving murder. Historically: ‘In a time of attainder, forfeiture, and common exaction of the death penalty following conviction for murder, the niceties of the . .
  • Cited – J v S T (Formerly J) CA (Bailii, [1996] EWCA Civ 1016, [1998] Fam 103)
    The parties had married, but the male partner was a transsexual, having been born female and having undergone treatment for Gender Identity Dysphoria. After IVF treatment, the couple had a child. As the marriage broke down the truth was revealed in . .
  • Cited – Beresford v Royal Insurance Co Ltd HL ([1938] AC 586, [1938] 2 All ER 602)
    The forfeiture rule was to be applied in a case involving suicide. An insured may not recover under a policy of insurance in respect of loss intentionally caused by his own criminal or tortious act, however clearly the wording of the policy may . .
  • Cited – Commissioner of Police for the Metropolis v Reeves (Joint Administratix of The Estate of Martin Lynch, Deceased) HL (Times 16-Jul-99, Gazette 11-Aug-99, House of Lords, Bailii, [1999] 3 WLR 363, [1999] UKHL 35, [2000] 1 AC 360, [1999] 3 All ER 897)
    The deceased was a prisoner known to be at risk of committing suicide. Whilst in police custody he hanged himself in his prison cell. The Commissioner accepted that he was in breach of his duty of care to the deceased, but not that that breach was . .
  • Cited – Secretary of State for Communities and Local Government and Another v Welwyn Hatfield Borough Council SC (Bailii, [2011] UKSC 15, Bailii Summary, SC, UKSC 2010/0036, SC Summary, [2011] PTSR 825, [2011] 15 EG 93, [2011] 2 AC 304, [2011] 2 WLR 905)
    The land-owner had planning permission to erect a barn, conditional on its use for agricultural purposes. He built inside it a house and lived there from 2002. In 2006. He then applied for a certificate of lawful use. The inspector allowed it, and . .

(This list may be incomplete)
Leading Case
Last Update: 27 August 2019
Ref: 185187

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In Re K, decd: ChD 2 Jan 1985

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References: [1985] Ch 85, [1985] 1 All ER 403, [1985] 2 WLR 262
Coram: Vinelott J
Ratio: A wife had pleaded guilty to the manslaughter of her husband, though she had been subject to long term abuse by him.
Held: Relief was granted to the wife under s.2(2) of the 1982 Act. The forfeiture rule for suicide operates to sever any joint tenancy on the death. The rule applied in a case where death was not brought about intentionally, but was the unfortunate consequence of deliberate threats of violence with a loaded gun: ‘the court cannot go further and evaluate the degree of moral culpability to be attributed to her conduct in order to say whether the forfeiture rule applies or not.’ The court ordered a modification of the provision.
Statutes: Forfeiture Act 1982
Jurisdiction: England and Wales
This case cites:

  • Cited – Re Royse (Deceased) CA ([1985] 1 Ch 22)
    The wife sought to claim under the 1975 Act despite having been convicted of her husband’s manslaughter from diminished responsibility. She was the sole beneficiary under his will but was precluded by her conviction from taking any benefit under the . .

(This list may be incomplete)
This case is cited by:

  • Cited – Dunbar (As Administrator of Tony Dunbar Deceased) v Plant CA (Gazette 24-Sep-97, Bailii, [1997] EWCA Civ 2167, [1997] 4 All ER 289, [1998] Ch 412, [1997] 3 WLR 1261, [1998] 1 FLR 157, [1998] Fam Law 139, [1997] 3 FCR 669)
    The couple had decided on a suicide pact. They made repeated attempts, resulting in his death. Property had been held in joint names. The deceased’s father asked the court to apply the 1982 Act to disentitle Miss Plant.
    Held: The appeal was . .
  • Cited – D v L and Others ChD ([2003] WTLR 687, Bailii, [2003] EWHC 796 (Ch))
    The claimant had been found guilty of the manslaughter by diminished responsibility of the deceased. He now sought disapplication of the 1982 Act.
    Held: The application failed: ‘The reforms introduced by the Homicide Act 1957 were designed to . .

(This list may be incomplete)

Last Update: 27 August 2019
Ref: 185182

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Ross’s Judicial Factor v Martin: HL 4 Mar 1955

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References: 1955 SLT 117, [1955] UKHL 6, 1955 SC (HL) 56
Links: Bailii
Coram: Lord Kilmuir LC
Ratio: Appeal against an interlocutor recalling an interlocutor pronounced by the then Lord President giving the appellants certain legacies under the wills of each of two sisters, and the effect of its recall was to allow the estates of the two sisters to fall into intestacy. The wills of two unmarried sisters were identical but not mutual, each leaving her entire estate to the to her other sister and her only brother equally and the survivor of them. The brother had died before them, and the sisters died in a common accident. Each provided that, in the event of both her sister and brother predeceasing her, John Melville Clark, W.S., was to be appointed her trustee and executor for the purposes enumerated in her will. These purposes included the payment of certain bequests to the appellants. The appellants are the surviving legatees under the wills of each of the said sisters, each of whom bequeathed the same pecuniary legacies to the same legatees, and each of whom named the same residuary legatees for the same share of residue.
Held: The authorities set down only that: ‘. If one can find in the remainder of the document words which could give a secondary meaning to the critical clause, then it is possible to adopt that secondary meaning. If there is no such guidance, then one must give effect to clear words. In my view, ‘predecease’ means ‘die in the lifetime of’
Jurisdiction: Scotland

Last Update: 29 August 2019
Ref: 279714

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Devlin’s Tustees v Breen: HL 25 Jan 1945

Macdonald v Macdonald’s Executrix: HL 28 Jun 1932

Farley v Westminster Bank: HL 30 Jun 1939

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References: [1939] UKHL 1, [1939] AC 430, 1939 SLT 228, 1939 SC (HL) 6, [1939] 3 All ER 491
Links: Bailii
Coram: Lord Atkin
Ratio: The House was asked whether gifts in a will were expressed so vaguely as to be ineffective.
Jurisdiction: Scotland

Last Update: 29 August 2019
Ref: 279700

The post Farley v Westminster Bank: HL 30 Jun 1939 appeared first on swarb.co.uk.

Elliot v Joicey: HL 14 Feb 1935

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