The law of succession:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
London
Sweet & Maxwell
2016
|
| Ausgabe: | Thirteenth edition |
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | LXXVII, 666 Seiten |
| ISBN: | 9780414033580 |
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Datensatz im Suchindex
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|---|---|
| adam_text | CONTENTS
Pr*7 face v
Tcble of Cases xiv
Table of Statutes lxiii
Table of Statutory Instruments lxxv
1. Introduction—The Transfer of Property on Death 1—01
I. Jointly Owned Property 1-02
II. Property Held in Trust 1—03
III. Nominations 1—04
A. Pension Scheme Nominations 1-04
B. Statutory Nominations 1-06
2. Intestacy 2—01
I. Total Intestacy 2-02
A. Administration of Assets 2-02
B. The Surviving Spouse or Civil Partner 2-06
C. The Issue 2-36
D. The Other Relatives 2-42
E. Bona Vacantia 2-48
II. Partial Intestacy 2-49
III. Reform of the Intestacy Rules 2-55
A. The 1925 Legislation 2—55
B. The Law Commission s 1989 Report and the
Abolition of Hotchpot 2-56
C. The 2005 Consultation Paper 2-70
D. The Law Commission s 2011 Report 2—75
3. The Nature of Wills 3—01
I. A Will is Intended to Take Effect Only at Death 3-01
II. A Will is Revocable Until Death 3-06
III. A Testator Can Leave Only One Will 3-08
IV. Conditional Wills 3-09
V. Provisions in a Will 3-12
4. Formalities 4—01
I. Formal Wills 4—01
A. Introduction 4—01
B. Requirements of Section 9 4-03
C. Reform of the Formalities Rules 4—23
viii Contents
II. Privileged Wills 4—29
III. Incorporation of Documents 4—39
5. The Making of Wills: Capacity—The Mind of the Testator 5—01
I. Introduction 5-01
II. The Testator s Understanding 5—04
A. Testamentary Capacity 5—04
B. Statutory Wills 5—10
III. Undue Influence, Fraud and Forgery 5—15
IV. Power of Court to Alter Words in a Will 5—19
A. Omission of Words from Probate 5—20
B. Rectification 5—21
C. Supplying, Omitting or Changing Words by
Construction 5—22
V. Lack of Knowledge and Approval Cases of Mistake 5—23
VI. Suspicious Wills: Wills Made by Vulnerable
Testators 5-32
VII. Reforming the Law Relating to Suspicious Wills and
Wills Made by Vulnerable Testators 5—49
6. 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 6-33
IV. Donationes Mortis Causa 6—44
A. Requirements of a Donatio Mortis Causa 6—45
B. Effect of a Donatio Mortis Causa 6-61
C. An Anomalous Doctrine 6—64
V. The Rule in Strong v Bird 6-69
A. The Origin of the Rule 6-69
B. Requirements of the Rule 6—71
C. An Imperfect Rule 6—75
7. Revocation, Alteration, Revival And Confirmation Of Wills 7—01
I. Revocation 7—01
A. Marriage 7-02
B. Destruction 7—15
C. Will or Codicil 7-27
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
Contents
IX
B. Alteration Duly Executed 7—50
C. Part of Will not Apparent 7-52
IV. Revival and Confirmation 7-56
A. Revival 7—56
B. Confirmation (or Republication) 7-65
8. Provision for the Deceased s Family and Dependants 8-01
I. Introduction 8—01
IL 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—and Adding to the Classes of
Applicants 8—79
VI. A Potential Claimant s Interest In the Estate 8-87
VII. Orders Which the Court May Make 8—88
VIII. Variation or Discharge of a Periodical Payments
Order 8-109
IX. Prevention of Evasion 8—115
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
IV. Annuities 9-18
V. Exercise of Testamentary Powers of Appointment 9—26
10. The Rectification and Construction of Wills 10—01
I. Rectification and Construction 10—01
II. Power of Court to Alter Words in a Will 10-03
A. Omission of Words from Probate 10-03
B. Rectification 10-04
III. General Principles of Construction and Admissibility of
Evidence 10-15
A. The Literal and the Intentional Approaches to
Interpretaion 10—15
B. Admissibility of Extrinsic Evidence and the Two
Approaches 10—28
C. The House of Lords Abandons Literalism 10-35
D. The Administration of Justice Act 1982 section 21 10-41
IV. The Construction of the Wills of Testators Who Die On
or After 1 January 1983 10-45
A. Rules of Construction—Rules of Law—Equitable
Presumptions 10-45
B. Wills Drafted Professionally and Home-Made Wills 10—47
X
Contents
C. Pre Section 21 Cases Which Would Have Been
Decided Differently had the Testator Died After
1982 10-56
D. Cases Decided Since Section 21 Came into Force 10—60
V. Construction of Gifts to Charity 10—73
VI. Specific Rules of Construction 10—81
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
C. 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. 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. Rectification and Construction 15—16
A. Rectification 15—17
B. Construction 15-20
IV. Double Recovery 15—22
V. Other Problem Areas 15—28
Contents
xi
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—26
III. Capital Gains Tax 16-36
IV. Post-Death Variations 16—45
A. Inheritance Tax 16-46
B. Capital Gains Tax 16—50
V. Income Tax 16—52
VI. Tax Planning 16—57
17. Executors and Administrators 17—01
I. Executors 17—02
A. Appointment of Executors 17—02
B. Transmission of the Office 17—10
C. Number and Capacity of Executors 17—15
D. Passing over an Executor 17—21
E. Acceptance and Renunciation 17—22
II. Administrators 17—34
A. Order of Priority to Administration 17—35
B. Number and Capacity of Administrators 17—45
C. Passing over a Person Entitled to Administration 17—49
D. Acceptance and Renunciation 17—50
18. Grants of Probate and Letters of 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—08
II. The Nature of Grant 18—10
A. Proof of a Will in Common or Solemn Form 18—10
B. Different Effects of Probate and Letters of
Administration 18—15
C. Payments for Which a Grant May Not Be Needed 18—25
III. Forms of Grants 18—30
A. General Grants 18—31
B. Limited Grants 18—34
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
xii Contents
E. Omitting Words from Probate 19—29
F. Probate Claims 19—30
II. The Revocation of Grants 19-44
A. Grounds for Revocation 19-44
B. Effect of Revocation 19—51
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—12
III. Realisation of the Estate 20—21
IV. Carrying on the Deceased s Business 20-34
V. The Deceased s Leaseholds 20-46
VI. Exercise of Powers by Personal Representatives 20-53
VII. Deceased a Sole Trustee 20-62
VIII. Delegation by a Personal Representative 20—65
IX. Remuneration of Personal Representatives 20—68
21. Payment of Expenses and Debts, and Incidence of General
Legacies 21—01
I. Assets, Expenses and Debts 21—01
A. What are Assets? 21—01
B. Funeral, Testamentary and Administration
Expenses 21—09
C. 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—44
C. Incidence of Inheritance Tax 21—55
D. Marshalling as Between Beneficiaries 21—66
III. Insolvent Estates 21—68
A. Assets, Expenses and Debts 21—71
B. Order of Priority of Debts 21—77
C. Failure to Observe the Order of Property of
Debts 21-85
IV. Incidence of General Legacies 21—87
22. Income and Interest 22—01
A. Specific Legacies and Devises 22—02
B. General Legacies 22-08
C. Residuary Gifts 22—21
23. Distribution of the Estate 23—01
A. Distribution to the Persons Entitled 23—02
B. Appropriation 23-21
C. Assents 23—31
D. Personal Representative or Trustee? 23-47
Remedies 24—01
A. Liability of Personal Representative 24-01
24.
Contents xiii
B. Administration Proceedings 24—22
C. Defences of Personal Representative to Creditor s Claim 24—31
D. Liability of Recipient of Assets 24-36
E. Executor De Son Tort 24—48
Index 625
|
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| title_auth | The law of succession |
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