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- Application for permission to appeal from decision in proceedings under the Inheritance (Provision for Family and Dependants) Act 1975. Judgment, 26/06/2015, members only
- Judgment in Inheritance Act proceedings where the claimant (the deceased's 2nd wife) was seeking on order against the deemed "net estate", which she claimed was larger than that declared to HMRC and had been diminished by gifts to other family members. Mostyn J ordered that further documents be disclosed so that the merits of the claim could be considered, rejecting the defendants application for summary judgment. Judgment, 01/04/2015, free
- Inheritance Act claim concerning a lump sum payable under a health service pension which, according to the judge, raises "an interesting, and apparently novel, point as to the true scope of section 8(1) of the 1975 Act" Judgment, 29/10/2014, free
- Appeal in Inheritance Act proceedings concerning beneficial interests in an insurance policy and where the appellant had been divorcing the deceased at the time of her death. Judgment, 29/07/2014, free
- Further judgment in long running Inheritance Act proceedings confirming that the claimant was eligible under the terms of section 1(1A) of the 1975 Act Judgment, 19/06/2014, free
- A complicated Inheritance Act case whereby the deceased's sons claimed that there was a mistake in the Will. The Will contained a clause in which the sons were left equal shares in a company ('Properties'), which was in fact a company in which the deceased never held any shares. The sons claimed that their father meant that they should be left shares in a different company ('Grangeway'). If the deceased had meant the Will to read Properties, his entire estate, including the shares in Grangeway, would pass to his second wife. There were also claims by the deceased's second wife about sham trusts being set up to transfer properties to Grangeway, documents being falsified, a denial that she had transferred her shares in Grangeway back to the deceased and that the deceased did not have capacity or was under undue influence. Judgment, 06/03/2014, free
- Claimant's appeal against the provision made to her by order of the District Judge under the Inheritance (Provision for Family and Dependants) Act 1975. The claimant's mother, who was estranged from her daughter, died and left her estate to three charities. The District Judge concluded that it was an "unreasonable result" that no provision at all was made for the claimant in circumstances where she was in some financial need and awarded her £50,000. The claimant appealed the sum but she lost, the judge saying that the District Judge was not manifestly wrong, or even wrong, in taking the view that notwithstanding that the claimant and her husband and family lived in straightened circumstances, the fact they had done so for so many years did not justify an award which improved their circumstances. Judgment, 05/03/2014, free
- The Law Commission has published its long-awaited report on Matrimonial Property, Needs and Agreements. News, 27/02/2014, free
- W was seeking to set aside a transaction, where H had transferred £1.75M to his son before their divorce, so as to bring the sum back into the estate. She wished to have the s423 Insolvency Act 1986 route available to her as well as the statutory route under s10 of the Inheritance Provision for Family and Dependants Act 1975. The judge declined to dismiss her s423 application and the question of costs was adjourned. Judgment, 09/01/2014, free
- The appellant's husband had died in 2005 and probate was granted in 2006. This was an appeal against the refusal to give permission for the appellant to make an application for an order under section 2 of the Inheritance (Provision for Family and Dependants) Act 1975 where the appellant contended that the disposition effected by the deceased’s will shortly before he died was not such as to make reasonable financial provision for her. Judgment, 29/10/2013, free