Case summaries

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Bracey v Curley [2022] EWHC 359 (Ch)

A testator's will left his house Briardale to his wife for life, then to his son. She predeceased him, creating ambiguity about whether the son inherited. The court held the son took Briardale directly, with rectification available as an alternative. Facts The Testator, Alan George Bracey, died on 27 May...

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Whittle v Whittle [2022] EWHC 925 (Ch)

David Whittle successfully challenged his father Gerald's will, which favoured his sister and her partner. The High Court found the sister had poisoned their father's mind with false allegations, establishing fraudulent calumny and undue influence, and pronounced against the will. Facts Gerald Whittle died on 7 December 2016 aged 92,...

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Kelly v Brennan [2020] EWHC 245 (Ch)

The deceased's 2010 will erroneously divided his residue between 10 beneficiaries equally instead of six shares among siblings with one share split between his late sister's five children. The court rectified the will under section 20(1)(a) of the Administration of Justice Act 1982, granting permission out of time. Facts Patrick...

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Baker v Hewston [2023] EWHC 1145 (Ch)

Stanley, a 91-year-old with dementia, made six wills in his final decade, repeatedly changing beneficiaries. His executors sought probate of his 2020 will. The defendant objected citing capacity concerns but compromised at trial. The judgment examines the relationship between Banks v Goodfellow and the Mental Capacity Act 2005. Facts Stanley,...

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Barrett v Bem [2012] EWCA Civ 52

Martin Lavin died in hospital hours after a disputed will was produced leaving everything to his sister Anne, who allegedly signed it. The Court of Appeal held the will invalid, requiring positive communication by a testator to direct another to sign. Facts Martin Lavin died in hospital on 11 January...

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Oliver v Oliver [2024] EWHC 2289 (Ch)

Jane Oliver challenged her late father William's 2015 will, which disinherited four of five children in favour of her brother Rodney. The court found William lacked testamentary capacity and was unduly influenced by Rodney, admitting the 2009 will to probate instead. Facts William Oliver died on 25 May 2018, aged...

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Schrader v Schrader [2013] EWHC 466 (Ch)

Jessica Schrader's 2006 will left her house solely to son Nick, disinheriting Bill from its value. Bill challenged the will. Mann J upheld capacity and knowledge/approval but found undue influence, pronouncing against the 2006 will in favour of the 1990 will. Facts Jessica Schrader died aged 98 in January 2008....

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Edwards v Edwards [2007] EWHC 1119 (Ch)

An elderly widow changed her will shortly before death, leaving everything to one son and excluding another son and grandson. The High Court found the new will was procured by undue influence and fraudulent calumny, and pronounced against it in favour of the earlier 1990 will. Facts Mrs Winifred Victoria...

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Hawes v Burgess & Anor [2013] EWCA Civ 74

The Court of Appeal dismissed Julia's appeal against a ruling invalidating her mother's 2007 will, which had cut out her brother Peter from the residuary estate. Whilst doubting the lack of testamentary capacity finding, the court upheld want of knowledge and approval. Facts The deceased, Daphne Burgess, died in May...

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Leonard v Leonard [2024] EWHC 321 (Ch)

Dr Jack Leonard's children challenged his 2015 will, made without professional legal supervision by a tax adviser, which favoured his second wife's family over his own. The court found he lacked testamentary capacity due to dementia and pronounced against the 2015 will, admitting the 2007 will to probate. Facts Dr...

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Re B (Children) [2008] UKHL 35

The House of Lords addressed the standard of proof in care proceedings under section 31(2) of the Children Act 1989. It reaffirmed that facts must be proved on the simple balance of probabilities, rejecting any 'heightened' civil standard, and that unproven allegations cannot ground findings of likely future harm. Facts...

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Hughes v Pritchard [2022] EWCA Civ 386

The Court of Appeal considered whether an elderly testator with moderately severe dementia had testamentary capacity to execute a 2016 will changing bequests following his son's suicide. The Court allowed the appeal, finding the judge had given insufficient weight to the drafting solicitor's and GP's evidence. Facts The Deceased, Evan...

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Clitheroe v Bond [2021] EWHC 1102 (Ch)

A probate dispute between siblings over their mother's wills. The High Court upheld the Deputy Master's finding that the testatrix lacked capacity due to an affective disorder and insane delusions about her daughter, confirming that the Banks v Goodfellow test, not the Mental Capacity Act 2005, governs testamentary capacity. Facts...

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Sharp v Adam [2006] EWCA Civ 449

Mr Adam, suffering from severe multiple sclerosis, executed a 2001 will disinheriting his daughters in favour of long-serving employees. The Court of Appeal upheld the finding that he lacked testamentary capacity, as disease had poisoned his natural affections despite preserved cognitive understanding. Facts Mr Neil Adam, a former veterinary surgeon...

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Key v Key [2010] EWHC 408 (Ch)

An 89-year-old widower made a new will a week after his wife's 65-year marriage ended in her death, radically favouring his daughters over his sons. The court held he lacked testamentary capacity due to bereavement-induced affective disorder combined with mild cognitive impairment. Facts George Douglas Key, a Norfolk farmer, died...

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Re Fuld (No 3) [1968] P 675

Peter Fuld, a wealthy German-born man with complex international ties, died leaving a will and four codicils. Scarman J held him domiciled in Germany, admitted only the will and first codicil to probate, and established important principles on domicile, choice of law and burden of proof in probate. Facts Peter...

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Gill v Woodall [2010] EWCA Civ 1430

Mrs Gill left her £1m farm to the RSPCA, disinheriting her only daughter. The Court of Appeal revoked probate, finding Mrs Gill's severe agoraphobia meant she did not know or approve of the will's contents when executed at her solicitor's office. Facts Mrs Joyce Gill and her husband John Gill...

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Marley v Rawlings & Anor [2014] UKSC 2

A husband and wife executed each other's wills by mistake due to their solicitor's oversight. After both died, the Supreme Court held the husband's will could be rectified under section 20 of the Administration of Justice Act 1982 as a clerical error, validating the intended bequest. Facts On 17 May...

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Ilott v The Blue Cross [2017] UKSC 17

Mrs Ilott, estranged from her mother for 26 years, was excluded from her will in favour of animal charities. She successfully claimed under the Inheritance (Provision for Family and Dependants) Act 1975. The Supreme Court restored the District Judge's modest £50,000 award, overturning the Court of Appeal's more generous provision....

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Rea v Rea [2024] EWCA Civ 169

Anna Rea's 2015 Will left her house to her daughter Rita, who cared for her, excluding her three sons. The Court of Appeal overturned the trial judge's finding of undue influence, holding the evidence did not support coercion and admitted the will to probate. Facts Anna Rea, an elderly woman...