• Welcome to the LegalBeagles Consumer and Legal Forum.
    Please Register to get the most out of the forum. Registration is free and only needs a username and email address.
    REGISTER
    Please do not post your full name, reference numbers or any identifiable details on the forum.

Wording Help - late mothers will

Collapse
Loading...
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • Wording Help - late mothers will

    My mother passed away in April, her husband, the sole executor is dealing with the administration of her estate. The Will and a clause in it placing her share of the property into trust for myself and my 2 sisters (we were minors when the will was drawn up in 1997) this has been checked and is registered correctly with land registry etc. sadly my eldest sister passed away in 2018, before my mother. The wording is very specific and states the following

    ‘shall hold my share or interest in the net proceeds for such of my daughters (name) (name) and (name) who shall be living at my death and reach the age of 21 and if more than one ni equal shares’

    what does this team for my late sisters share? Does this get redistributed to my surviving sister and I or does her share fall to my niece? There is no wording about ‘issue’ or any mention other than the above about if one of us pre deceased her. I am getting conflicting info so would be good to have a definitive


    Tags: None

  • #2


    Condolences on your loss.

    Not surprising you have received conflicting advice, as there are seemingly contradictory court cases on this very point.
    Ling v Ling [2002] WTLR 553 ChD and Rainbird and another v Smith and others [2012] EWHC 4276 (Ch),

    You don't say what outcome you and your sister are looking for, or if there is any family dispute.
    if you want you could agree to clarify the will by a letter confirming you want your niece to inherit your late sister's share
    This would avoid family feuds and possible costly court action

    Doubtlessly others will have comments for you

    Comment


    • #3
      s33 Wills Act 1837 provides that gifts in wills to children of the testator who predecease the testator pass to the children of such children.
      Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

      Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

      Comment


      • #4
        Originally posted by atticus View Post
        s33 Wills Act 1837 provides that gifts in wills to children of the testator who predecease the testator pass to the children of such children.
        Part 1 of Section 33 specifically states "unless a contrary intention appears by the will" and to my mind "who shall be living at my death" is a very clear contrary intention to the gift passing on to the children of the children.

        As des8 mentioned, what would you like to happen? If you all want your niece to have your elder sister's share then you can complete a Deed of Variation to enable this. Otherwise if one or more of you want your elder sister's share for themselves then legally that's what should happen.

        Comment


        • #5
          HariSeldon - fair point
          Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

          Litigants in Person should download and read the Judiciary's handbook for litigants in person: https://www.judiciary.uk/wp-content/..._in_Person.pdf

          Comment


          • #6


            The wording of the will in this case "who shall be living at my death " might be taken to be such an exception, but doesn't it depend on the construction
            a judge would put on it.

            There have been seemingly contradictory findings.

            A minefield for the layman, an earner for the lawyers arguing the matter?

            I wonder if the will excludes s33 in a subsequent clause

            Comment


            • #7
              Originally posted by des8 View Post
              A minefield for the layman, an earner for the lawyers arguing the matter?
              Agreed. Who gets what could be a moot point if the lawyers end up being a significant beneficiary to the mother's estate...

              Comment

              View our Terms and Conditions

              LegalBeagles Group uses cookies to enhance your browsing experience and to create a secure and effective website. By using this website, you are consenting to such use.To find out more and learn how to manage cookies please read our Cookie and Privacy Policy.

              If you would like to opt in, or out, of receiving news and marketing from LegalBeagles Group Ltd you can amend your settings at any time here.


              If you would like to cancel your registration please Contact Us. We will delete your user details on request, however, any previously posted user content will remain on the site with your username removed and 'Guest' inserted.
              Working...
              X