The law of succession:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
London
Sweet & Maxwell
2009
|
| Ausgabe: | 12. ed. |
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | LXXXIII, 668 S. |
| ISBN: | 9780421959309 |
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Datensatz im Suchindex
| _version_ | 1804140017339072512 |
|---|---|
| adam_text | CONTENTS
Preface
Table of Cases
Table of Statutes
Table of Statutory Instuments
Table of Civil Procedure Rules
Table of Non-contentious Probate Rules
Table of Rules of the Supreme Court
1.
Introduction
—
The Transfer of Property on Death
1-01
I. Jointly Owned Property
II. Property Held in Trust
III. Nominations
A. Pension Scheme Nominations
B. Statutory Nominations
2.
Intestacy
2-01
I. Total Intestacy
A. Administration of Assets
B. The Surviving Spouse or Civil Partner
C. The Issue
D. The Other Relatives
E. Bona Vacantia
II. Partial Intestacy
III. Reform of the Intestacy Rules
A. The Law Commission s Report
B. Implementation of the Law Commission s Report
C. The Department for Constitutional Affairs
Consultation Paper
2-59
3.
The Nature of Wills
3-01
I. A Will Is Intended to Take Affect Only at Death
IL A
Will is Revocable Until Death
III. A Testator Can Leave Only One Will
IV. Conditional Wills
V. Provisions in a Will
4.
Formalities
4-01
I. Formal Wills
A. Introduction
B. Requirements of Section
9
С.
Reform
of the Formalities Rules
4-21
II. Privileged Wills
4-27
III. Incorporation of Documents
4-36
The Making of Wills: Capacity
—
The Mind of the Testator
5-ОЇ
I. Introduction
5-01
II. The Testator s Understanding
5-04
A. Testamentary Capacity
5-04
Б.
Statutory Wills
5-09
III. Undue Influence, Fraud and Forgery
5-13
IV. Lack of Knowledge and Approval: Cases of Mistake
5-17
V. Suspicious Wills: Wills Made by Vulnerable Testators
5-26
VI. Power of Court to Alter the Words in a Will
5-39
A. Omission of Words from Probate
5-40
B. Rectification
5-42
C. Supplying, Omitting or Changing Words by
Construction
5-48
Promises to Leave Property by Will; Secret Trusts; Mutual Wills;
Donationes Mortis Causa; The Rule in Strong v. Bird
6-01
I. Promises to Leave Property by Will
6-01
A. Remedy in Contract
6-01
B. Proprietary Estoppel
6-07
II. Secret Trusts
6-15
III. Mutual Wills
6-32
IV. Donationes Mortis Causa
6-42
A. Requirements of
a Donatio
Mortis Causa
6-43
B. Effect of a Donatio Mortis Causa
6-57
V. The Rule in Strong v. Bird
6-60
A. The Origin of the Rule
6-60
B. Requirements of the Rule
6-62
С
An Imperfect Rule
6-66
Revocation, Alteration, Revival and Confirmation of Wills
7-01
I. Revocation
7-01
A. Marriage
7-02
B. Destruction
7--15
С
Will or Codicil
Ί--Ώ
D. Duly Executed Writing Declaring an Intention to
Revoke
7-32
E. An Alteration in Circumstances Does Not Revoke
7-33
F. Revocation by a Privileged Testator
7-34
II. Conditional Revocation
7-39
III. Alteration
7-46
A. Alteration Made Before Execution of Will
7-47
B. Alteration Duly Executed
7-50
С
Part of Will not Apparent
7-52
IV. Revival and Confirmation
7-56
A. Revival
7-56
В.
Confirmation (or Republication)
7-65
8.
Provision for the Deceased s Family and Dependants
8-01
I. Introduction
8-01
II. Domicile, Jurisdiction, Time Limit and Protection for
Personal Representatives
8-05
III. The Test of Reasonable Financial Provision
8-12
IV. Persons Who May Apply and the Particular Guidelines
8-33
V. Reform of the Law
—
Adding to the Classes of Applicants
8-79
VI. A
Potential Claimant s Interest In the Estate
8-82
VII.
Orders Which the Court May Make
8-83
VIII.
Variation or Discharge of A Periodical Payments Order
8-103
IX. Prevention of Evasion
8-109
9.
The Contents of a Will
9-01
I. A Will Precedent
9-01
II. The Contents of the Will
9-02
III. Legacies and Devises
9-06
A. Introduction
9-06
B. Classification of Legacies and Devises
9-07
C. Effects of Classification
9-11
ГУ.
Annuities
9-18
V. Exercise of Testamentary Powers of Appointment
9-26
10.
The Construction of Wills
10-01
I. General Principles of Construction and Admissibility of
Evidence
10-01
A. The Literal and the Intentional Approaches to
Interpretation
10-01
B. Admissibility of Extrinsic Evidence and the two
Approaches
10-14
C. The House of Lords Abandons Literalism
10-21
D. The Administration of Justice Act
1982,
Section
21 10-27
II. The General Principles Applicable to the Construction of
the Wills of Testators Who Die On or After January
1,
1983 10-33
A. Rules of Construction
—
Rules of Law
—
Equitable
Presumptions
10-33
B. Wills Drafted by Professionally and Home-Made
Wills
10-35
C. Cases Which Would Have Been Decided Differently
Had the Testator Died After
1982 10-44
III. Construction of Gifts to Charity
10-49
IV. Specific Rules of Construction
10-57
11.
The Construction of Wills: Specific Rules of Construction:
The Construction of Powers
11-01
I. Gifts to Children
—
The Age of Majority
—
Ascertaining
Classes
—
Absolute Life Gifts
11-01
A. Adopted, Legitimated and Illegitimate Children
11-01
B. Age of Majority
11-10
C. Rules for Ascertaining Classes
11-11
D. Whether Gift is Absolute or for Life
11-25
II. Construction of Powers
11-33
12.
The Date from which a Will Speaks
12-01
A. A Will Speaks from Death as to Property
12-02
B. A Will Speaks from its Date as to the Object of a Gift
12-15
С
Effect of Confirmation
12-17
13.
Satisfaction
13-01
A. Equitable Presumptions
13-01
B. Satisfaction of a Debt by a Legacy
13-02
C. Satisfaction of a Legacy by a Legacy
13-05
D. The Presumption Against Double Portions
13-09
14.
Failure of Gift by Will or of Interest on Intestacy
14-01
I. Beneficiary or Spouse is an Attesting Witness
14-03
II. Lapse
14-11
III. Dissolution of Testator s Marriage to Beneficiary
14-28
IV. Ademption
14-35
V. Abatement
14-53
VI. Uncertainty
14-60
VII.
Murder or Manslaughter of the Testator or Intestate
14-64
VIII.
Disclaimer
14-70
IX. Effect of Failure
14-72
15.
Duty of Care
15-01
I. Solicitor s Duty of Care in Preparation of a Will
15-01
II. Cases where Testator Fails to Execute a Valid Will
15-06
III. Construction and Rectification
15-14
A. Construction
15-14
B. Rectification
15-15
IV. Double Recovery
15-18
V. Other Problem Areas
15-24
16.
Tax
16-01
I. Introduction
16-01
II. Inheritance Tax
16-03
A. Taxes Payable on Death
16-04
B. Outline of Inheritance Tax
16-13
C. Payment of Inheritance Tax: Accountability
and Incidence
16-25
III. Capital Gains Tax
16-35
IV. Post-Death Variations
16-44
A. Inheritance Tax
16-45
В.
Capital
Gains Tax
V. Income Tax
VI. Tax Planning
17.
Executors and Administrators
17-01
I. Executors
A. Appointment of Executors
B. Transmission of the Office
C. Number and Capacity of Executors
D. Passing over an Executor
E. Acceptance and Renunciation
II. Administrators
A. Order of Priority to Administration
B. Number and Capacity of Administrators
C. Passing over a Person Entitled to Administration
D. Acceptance and Renunciation
18.
Grants of Probate and Letters op Administration
18-01
I. Jurisdiction over Grants
18-01
A. The Courts
18-01
B. Jurisdiction to make a Grant
18-07
C. Recognition and Resealing of Grants
18-11
II. The Nature of Grant
18-16
A. Proof of a Will in Common or Solemn Form
18-16
B. Different Effects of Probate and Letters of
Administration
C. Payments for Which a Grant May Not Be Needed
III. Forms of Grants 18^tl
A. General Grants
18-42
B. Grants to Settled Land
18-45
С
Limited Grants
18-53
19.
The Making and Revocation of Grants
19-01
I. The Making of Grants
19-01
A. Caveats and Citations
19-01
B. Time Limit for Issuing a Grant
19-06
C. Liability of Personal Representatives for Inheritance
Tax
19-08
D. Oath and Other Evidence
19-12
E. Omitting Words from Probate
19-29
F. Probate Claims
19-30
II. The Revocation of Grants
19-43
A. Grounds for Revocation
19-43
B. Effect of Revocation
· 19-50
20.
Collection, Realisation and Management of the Estate
20-01
I. Devolution on Personal Representatives
20-02
II. Collection and Preservation of the Estate
20-13
III. Realisation of the Estate
20-22
IV. Carrying on the Deceased s Business
20-35
V. The Deceased s Leaseholds
20-47
VI. Exercise of Powers by Personal Representatives
20-54
VII.
Deceased a Sole Trustee
20-63
VIII.
Delegation by a Personal Representative
20-66
IX. Remuneration of Personal Representatives
20-70
21.
Payment of Expenses and Debts
21-01
I. Assets, Expenses and Debts
21-01
A. What Are Assets?
21-01
B. Funeral, Testamentary and Administration
Expenses
21-09
С
Debts and Liabilities
21-12
II. Solvent Estates
21-29
A. The Statutory Order of Application of Assets
21-31
B. Debts Charged on the Deceased s Property
21-48
С
Incidence of Inheritance Tax
21-63
D. Marshalling as Between Beneficiaries
21-74
III. Insolvent Estates
21-77
A. Assets, Expenses and Debts
21-80
B. Order of Priority of Debts
21-86
С
Failure to Observe the Order of Property of Debts
21-91
22.
Incidence of General Legacies
22-01
A. The Rules Before
1926 22-02
B. The Rules After
1925 22-07
23.
Income and Interest
23-01
A. Specific Legacies and Devises
23-02
B. General Legacies
23-08
С
Residuary Gifts
23-21
D. The Rule in Allhusen v. Whittell
23-27
24.
Distribution of the Estate
24-01
A. Distribution to the Persons Entitled
24-02
B. Appropriation
24-21
С
Assents
24-31
D. Personal Representative or Trustee?
24-49
25.
Remedies
25-01
A. Liability of Personal Representative
25-01
B. Administration Proceedings
25-24
C. Defences of Personal Representative to
Creditor s Claim
25-33
D. Liability of Recipient of Assets
25-38
E. Executor
De Son
Tort
25-50
Index
625
|
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| discipline | Rechtswissenschaft Anglistik / Amerikanistik |
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| spellingShingle | Kerridge, Roger The law of succession Inheritance and succession England Inheritance and succession Wales Erbrecht (DE-588)4015110-4 gnd |
| subject_GND | (DE-588)4015110-4 (DE-588)4022153-2 (DE-588)4123623-3 |
| title | The law of succession |
| title_auth | The law of succession |
| title_exact_search | The law of succession |
| title_full | The law of succession Parry & Kerridge |
| title_fullStr | The law of succession Parry & Kerridge |
| title_full_unstemmed | The law of succession Parry & Kerridge |
| title_short | The law of succession |
| title_sort | the law of succession |
| topic | Inheritance and succession England Inheritance and succession Wales Erbrecht (DE-588)4015110-4 gnd |
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