Forfeiture, Disclaimer & the Courts Discretion UK

The forfeiture principle aligns with the established legal maxim that individuals cannot benefit from their illegal actions. The principle was first articulated in the 1891 ruling by the English Court of Appeal in Cleaver v Mutual Reserve Fund Life Association (Cleaver) [1892] 1 QB 147. In Cleaver, the Court determined that a woman who had …

Criteria for determining Family Provision application

In Tasmania s3 of the Testator's Family Maintenance Act 1912 (the Act), the first issue to be determined by the Court is whether the Will left the applicant without adequate provision for their proper maintenance and support (the jurisdictional question) to be made at the time of the deceased's death: Coates v National Trustees Executors & Agency …

Equity, Indefeasibility, & A fraudulent Will

The indefeasibility of title is a key aspect of the Torrens Title System, ensuring a clear hierarchy of property ownership. It grants the registered owner priority over all other claims to the property, securing their legal ownership. In the Torrens Title System, transferring real property requires more than just signing a contract of sale—registration of …

Judicial Advice – s63 Trustee Act 1925 (NSW)

An application to the Supreme Court of NSW, under s63 of the Trustee Act 1925 NSW, allows a plaintiff "trustee" to seek "an opinion, advice or direction" from the Court on a "question" or questions presented for the Court's examination.  The High Court of Australia provided a comprehensive discussion concerning the provision of judicial advice …

Testamentary Validity & the Dilatory Executor

One of the initial steps in managing an estate is to apply for a Grant of Probate or Letters of Administration. These grants authorise the legal personal representative to undertake further estate administration tasks, including gathering the deceased’s assets, settling debts, and distributing the remaining estate to the beneficiaries as the Will stipulates. The executor …

Judicial Advice & Intestacy

Grant Edward Flitton passed away between 3 and 4 March 2018 without leaving a will. On 7 March 2019, letters of administration for his estate were granted to the Public Trustee and Guardian. In this crucial role, the Public Trustee and Guardian are now seeking the Court's opinion, advice, or direction concerning estate distribution to …