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E-raamat: Succession, Wills and Probate 3rd edition [Taylor & Francis e-raamat]

(MLC Solicitors, Essex, UK), (Victoria University Wellington, New Zealand)
  • Formaat: 430 pages, 10 Illustrations, black and white
  • Ilmumisaeg: 01-Jun-2015
  • Kirjastus: Routledge
  • ISBN-13: 9781315707389
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Succession, Wills and Probate 3rd editionSuurem pilt
  • Formaat: 430 pages, 10 Illustrations, black and white
  • Ilmumisaeg: 01-Jun-2015
  • Kirjastus: Routledge
  • ISBN-13: 9781315707389
Teised raamatud teemal:
Taylor & Francis e-raamatudRohkem infot Taylor & Francis e-raamatute kohta
Raamatu kodulehekülg: https://www.taylorfrancis.com/books/9781315707389
"Succession, Wills and Probate provides a comprehensive guide to all areas of succession law. It considers the passing of property outside a will as well as dealing with intestate estates. It looks at the nature of wills and gives full details of the capacity and formalities for creating valid wills, including special wills, as well as altering and revoking them. In implementing wills, the principles of construction are dealt with, as well as what happens if a gift fails. There is a comprehensive introduction to the functions and administrative duties of personal representatives, and a substantial chapter covers the highly topical area of family provision. Cases are presented in detail throughout. The student is offered summaries of the mainstream criticisms of each area as an introduction to a more critical approach.This third edition includes new material on religious wills and expanded coverage of foreign wills. It has been thoroughly updated throughout to incorporate recent case law on capacity, formalities mutual wills, intestacy and undue influence, amongst other areas, and to reflect the considerable developments since publication of the previous edition such as the Civil Partnership Act 2004 and its impact on the Family Provision Act, Lasting Powers of Attorney, the Mental Capacity Act 2005, Estates of Deceased Persons Act 2011 and changes to the structure of Inheritance Tax. "--

Succession, Wills and Probate is an ideal textbook for those taking an undergraduate course in this surprisingly vibrant subject, and also provides a clear and comprehensive introduction for professionals. Against an account of the main social and political themes of succession law, the book gives detailed explanations of core topics such as alternatives to wills and the making, altering and revocation of wills. It also explains personal representatives and how they should deal with a deceased person's estate and interpret and implement the will. Gifts may fail, estates may be insolvent or a person may die intestate, without a will at all. Increasingly relatives and others seek to challenge the will, for example on the grounds of the testator's capacity or under the law of family provision.

This third edition is edited, updated and revised to take account of new legislation and case law across all the relevant issues, including a new final chapter dealing with the potentially contentious issues that are becoming more central to professional work in the field of succession.

List of Figures xiii
Preface xv
Table of Cases xvii
Table of Statutes xxxi
Table of Statutory Instruments xxxvii
1 History 1(7)
1.1 Why study the history of succession law?
1(1)
1.2 Underlying issues remain the same: the old solutions may be the best ones
1(1)
1.3 Some things are gone forever
2(1)
1.4 Land and personalty
2(1)
1.5 Land
2(1)
1.6 Personalty
3(1)
1.7 Wills
3(1)
1.8 Uses
4(1)
1.9 Formalities
4(1)
1.10 Married women: dower and curtesy
4(1)
1.11 Executors
5(1)
1.12 Intestacy
5(1)
1.13 Administrators
5(1)
1.14 Lay courts
6(1)
1.15 Conflicts of laws, international and regional law and the global context
6(1)
1.16 Summary of
Chapter 1
7(1)
1.17 Further reading
7(1)
2 Will Substitutes 8(24)
2.1 Lifetime gifts
8(2)
2.2 Formalities
10(2)
2.3 Nominations
12(1)
2.4 Life insurance
13(1)
2.5 Contracts to make a will or leave property by will
14(2)
2.6 Donationes mortis causa
16(9)
2.7 Imperfect gifts/incompletely constituted trusts
25(2)
2.8 Joint tenancies
27(2)
2.9 Secret and half-secret trusts
29(1)
2.10 Statutory succession
29(1)
2.11 Summary of
Chapter 2
30(1)
2.12 Further reading
31(1)
3 Nature and Characteristics of a Will 32(13)
3.1 Meaning of 'will'
32(1)
3.2 Intention to make a will
33(1)
3.3 Conditional wills
34(1)
3.4 Testator may do other things by will than dispose of property
35(1)
3.5 When is a will valid?
36(1)
3.6 Provisions must be certain to be valid
37(2)
3.7 Contents of wills
39(5)
3.8 Summary of
Chapter 3
44(1)
4 Capacity to Make a Will 45(28)
4.1 Need for testamentary capacity, free will and knowledge and approval
45(2)
4.2 Assessing testamentary capacity
47(4)
4.3 Testamentary and general capacity
51(3)
4.4 Supervening mental incapacity
54(1)
4.5 An alternative approach?
55(1)
4.6 The infirm client
55(2)
4.7 Judges or doctors?
57(1)
4.8 Undue influence
58(2)
4.9 Knowledge and approval
60(5)
4.10 Lack of knowledge and approval or some other issue?
65(1)
4.11 Mistake
65(6)
4.12 Summary of
Chapter 4
71(1)
4.13 Further reading
71(2)
5 Formalities for the Execution of Wills 73(25)
5.1 Background to the current provisions as to formalities
73(4)
5.2 Current provisions as to formalities
77(1)
5.3 The formalities - s 9 itself
78(1)
5.4 In writing
79(1)
5.5 Signed by the testator
79(1)
5.6 Signature on the testator's behalf
80(1)
5.7 Signature of the whole will
81(1)
5.8 Intention to give effect to the will by the signature
82(1)
5.9 Signature or acknowledgment in the presence of witnesses
83(1)
5.10 Acknowledgment of signature
83(1)
5.11 Presence
84(1)
5.12 Simultaneous presence of testator and each witness on that witness' signature
85(1)
5.13 Acknowledgment of signature by a witness
86(1)
5.14 What the witnesses need to know
86(1)
5.15 Capacity to be a witness
87(2)
5.16 Attestation clause
89(1)
5.17 Beneficiary as witness
90(3)
5.18 Date
93(1)
5.19 Doctrine of incorporation by reference
93(2)
5.20 Safekeeping a will: deposit and registration
95(1)
5.21 Summary of
Chapter 5
96(1)
5.22 Further reading
97(1)
6 Special Wills 98(22)
6.1 Privileged wills
98(6)
6.2 Foreign wills
104(1)
6.3 International wills
105(1)
6.4 Joint wills
105(1)
6.5 Mutual wills
106(4)
6.6 Religious wills
110(2)
6.7 Statutory wills
112(2)
6.8 Loss of capacity: beyond statutory wills
114(4)
6.9 Summary of
Chapter 6
118(1)
6.10 Further reading
118(2)
7 Revocation of Wills 120(19)
7.1 A will is ambulatory
120(1)
7.2 Marriage and formation of a civil partnership revokes a will
121(5)
7.3 Destruction
126(4)
7.4 By later will or codicil
130(3)
7.5 Duly executed writing declaring an intention to revoke
133(1)
7.6 Conditional revocation
133(3)
7.7 Revocation and privileged wills
136(2)
7.8 Summary of
Chapter 7
138(1)
8 Alteration, Republication and Revival 139(10)
8.1 Alteration
139(4)
8.2 Republication
143(4)
8.3 Revival
147(1)
8.4 Summary of
Chapter 8
148(1)
9 Intestate Succession 149(23)
9.1 General structure of the intestacy rules
149(3)
9.2 Disadvantages of relying on the intestacy rules
152(1)
9.3 Entitlements on intestacy
153(3)
9.4 Spouse or civil partner entitlement
156(4)
9.5 Property rights claims
160(1)
9.6 Matrimonial home
161(1)
9.7 Issue: definition
162(4)
9.8 Other relatives
166(1)
9.9 Failure of intestate benefits
166(1)
9.10 Partial intestacy
167(3)
9.11 Summary of
Chapter 9
170(1)
9.12 Further reading
170(2)
10 The Classification and Failure of Gifts 172(27)
10.1 Classification of gifts
172(3)
10.2 Different effects
175(1)
10.3 Failure of gifts
176(1)
10.4 Effect of failure
176(1)
10.5 Disclaimer and variation: choice by the beneficiary
176(3)
10.6 Lapse
179(4)
10.7 Ademption
183(3)
10.8 Witnessing of the will by beneficiary or beneficiary's spouse
186(2)
10.9 Dissolution or annulment of marriage or civil partnership
188(1)
10.10 Public policy and illegality
189(3)
10.11 Inalienability; perpetuities and accumulations
192(2)
10.12 Insolvency and abatement
194(1)
10.13 Dealing with uncertainty
195(1)
10.14 Non-compliance with condition
195(2)
10.15 Fraud
197(1)
10.16 Summary of
Chapter 10
197(1)
10.17 Further reading
198(1)
11 Construction of Wills 199(24)
11.1 General principles: rules of construction
199(5)
11.2 Basic presumption - words have their ordinary meaning
204(1)
11.3 Particular points
205(1)
11.4 Ambiguity
206(1)
11.5 Extrinsic evidence
207(1)
11.6 Patent ambiguity - pre-1983 rules
207(1)
11.7 Latent ambiguity - pre-1983 rules
208(1)
11.8 Ambiguity after 1982
208(1)
11.9 Direct extrinsic evidence
208(2)
11.10 Circumstantial extrinsic evidence - the armchair principle
210(1)
11.11 Section 21 of the Administration of Justice Act 1982
211(1)
11.12 Decisions the courts have reached
212(1)
11.13 The doctrine of election
212(1)
11.14 Absolute or lifetime gifts?
213(1)
11.15 The rule in Lassence v Tierney
213(1)
11.16 Exercise of power of appointment by will
214(1)
11.17 Children
214(2)
11.18 Age of majority
216(1)
11.19 Dates from which a will speaks
216(1)
11.20 Property and s 24 of the Wills Act 1837
216(2)
11.21 Beneficiaries
218(1)
11.22 Class gifts
218(1)
11.23 Class-closing rules
219(3)
11.24 Summary of
Chapter 11
222(1)
12 Personal Representatives 223(33)
12.1 Duties of the personal representatives
223(2)
12.2 Doctrine of relation back
225(1)
12.3 What is a grant of representation?
226(1)
12.4 Executors
227(1)
12.5 Express appointment
228(1)
12.6 Implied appointment
229(1)
12.7 Settled land executors
230(1)
12.8 Executors appointed under a power in the will
231(1)
12.9 Executors appointed by the court
231(1)
12.10 Executor by representation - s 7 of the AEA 1925
232(1)
12.11 Executors de son tort
233(2)
12.12 Who may be an executor
235(1)
12.13 Renouncing probate
236(1)
12.14 Citation
237(1)
12.15 Administrators
237(1)
12.16 Order of priority where there is a will - NCPR r 20
238(1)
12.17 Order of priority where there is no will NCPR r 22
238(1)
12.18 Clearing off
239(1)
12.19 Form of grants of representation
239(1)
12.20 Obtaining a grant
240(3)
12.21 Caveats - NCPR r 44
243(1)
12.22 Omissions from probate
243(1)
12.23 Revocation of grants
244(1)
12.24 Powers of amendment
245(1)
12.25 Effect of revocation
246(1)
12.26 Special and limited grants
247(1)
12.27 Other grants
248(1)
12.28 The duties of personal representatives and trustees
249(1)
12.29 Personal representatives and trustees: different rules and roles
249(2)
12.30 When does a personal representative become a trustee?
251(3)
12.31 Removal and retirement of personal representatives
254(1)
12.32 Summary of
Chapter 12
254(2)
13 Administration of Estates 256(30)
13.1 What is in the estate?
256(1)
13.2 What has to come out of the estate and when?
257(1)
13.3 Dealing with the assets and liabilities
258(1)
13.4 Ascertaining the beneficiaries
259(1)
13.5 Dealing with an estate pending distribution
260(1)
13.6 Is the estate solvent?
261(1)
13.7 What if the estate is insolvent?
261(1)
13.8 Managing the property in the estate
262(2)
13.9 Assents
264(2)
13.10 Appropriation
266(1)
13.11 Does a beneficiary have a proprietary interest?
266(3)
13.12 Apportionments
269(1)
13.13 The incidence of debts and legacies
270(1)
13.14 The incidence of debts, expenses and liabilities
270(1)
13.15 Problems with the First Schedule
271(2)
13.16 Debts charged on specific property - s 35
273(2)
13.17 Marshalling
275(1)
13.18 The incidence of general or pecuniary legacies
275(6)
13.19 Liability of a personal representative
281(2)
13.20 Rights of wrongfully deprived beneficiaries
283(1)
13.21 Summary of
Chapter 13
284(1)
13.22 Further reading
285(1)
14 Tax and Tax Planning 286(27)
14.1 Principles of taxation in succession matters to be applied to minimise liability
287(2)
14.2 Tax avoidance, transfer of assets and paying for care
289(1)
14.3 The development of Inheritance Tax
290(1)
14.4 Basic concepts
291(1)
14.5 Lifetime IHT on death
292(4)
14.6 Exemptions on death
296(1)
14.7 Potentially exempt transfers (PETS) - s 3A(1) of the IHTA 1984
296(1)
14.8 Settlements for IHT
297(4)
14.9 Gifts with a reservation
301(1)
14.10 Pre-owned asset tax ('POAT')
302(1)
14.11 Related property and associated operations
302(1)
14.12 Life assurance policies
302(1)
14.13 Death
303(1)
14.14 Commorientes and survivorship
304(1)
14.15 Capital Gains Tax
304(2)
14.16 Interaction with Inheritance Tax
306(1)
14.17 Liability of the estate to CGT
306(1)
14.18 Valuation of the estate
306(2)
14.19 Liability, burden and payment of IHT
308(2)
14.20 Tax planning between spouses
310(1)
14.21 Post-death tax planning
311(1)
14.22 Income Tax
312(1)
14.23 Summary of
Chapter 14
312(1)
15 Family Provision 313(53)
15.1 Restrictions on testamentary freedom
313(2)
15.2 Challenging the will - or intestacy
315(1)
15.3 Reasons for family provision legislation
315(5)
15.4 Who may claim now: the 1975 Act as amended
320(2)
15.5 How to claim - an overview
322(1)
15.6 The deceased - against whose estate can application be made?
322(2)
15.7 When to apply
324(1)
15.8 Who may apply
325(1)
15.9 Section 1(1Ha) - spouse or civil partner of the deceased
326(2)
15.10 Section 1(1)(b) - former spouse or civil partner who has not remarried or formed new civil partnership
328(1)
15.11 Section 1(1)(ba) - unmarried cohabitant during two years preceding death (deaths after 1995)
329(1)
15.12 Section 1(1)(c) - child of the deceased
330(2)
15.13 Section 1(1)(d) - child of the family
332(2)
15.14 Section 1(1)(e) - dependants
334(5)
15.15 What the applicant may claim - matters to which the court has regard
339(1)
15.16 Statutory guidelines in assessing reasonableness - s 3(1)(a-g) of the I(PFD)A 1975
340(1)
15.17 Section 3(1)(a), (b), (c) - financial resources and needs of applicants and beneficiaries
341(1)
15.18 Section 3(1)(d) - deceased's obligations
341(2)
15.19 Section 3(1)(e) - size and nature of estate
343(1)
15.20 Section 3(1)(f) - disability
343(1)
15.21 Section 3(1)(g) - any other matter
344(2)
15.22 Applying s 3(1) to the claimants 3(2)-(4)
346(1)
15.23 Section 3(2)- spouse and former spouse
346(5)
15.24 Section 3(2A) - cohabitants
351(1)
15.25 Section 3(3) - child of the deceased and child of the family
351(1)
15.26 Section 3(4) - dependants
351(1)
15.27 Any impediments to bringing a claim?
352(1)
15.28 If no shim lies under the 1975 Act
353(1)
15.29 Orders which the court can make
354(1)
15.30 Defining 'maintenance'
354(3)
15.31 How the court may carry out calculations - example
357(1)
15.32 Property available for provision
357(2)
15.33 Burden of orders
359(1)
15.34 Anti-avoidance
360(1)
15.35 Family provision and contracts to leave by will
361(2)
15.36 How to apply - jurisdiction and procedure
363(1)
15.37 Costs
363(1)
15.38 Summary of
Chapter 15
364(1)
15.39 Further reading
365(1)
16 Problem-Solving and Contentious Issues 366(19)
16.1 Practical and contentious issues
366(4)
16.2 Liability of lawyers in tort
370(2)
16.3 The likely sources of trouble
372(5)
16.4 Where the will seems to be wrong: an outline of practical approaches
377(3)
16.5 Human rights claims: delay, discrimination and disposal of the dead
380(3)
16.6 Conclusion
383(1)
16.7 Further reading
384(1)
Index 385
Caroline Sawyer is admitted in England and Wales as a solicitor, and as a Barrister and Solicitor of the High Court of New Zealand, where she practises in Wellington.



Miriam Spero is a Solicitor at Stafford Young Jones where she specialises in private client work. She is a member of the Society of Trust and Estates Practitioners and Solicitors for the Elderly.
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