fbpx

Inheritance – Your Right to Seek Reasonable Provision Dies With You

21st December 2023 By

If you have not been reasonably provided for in a loved one’s will, the law may come to your aid. However, as a High Court ruling made plain, your ability to seek legal redress cannot itself be inherited and will expire on your death.

Following the deaths of his adoptive parents, a son launched proceedings under the Inheritance (Provision for Family and Dependants) Act 1975 asserting that they had not made reasonable provision for him in their wills. The son sadly died before his case could come to court and his widow thereafter sought to pursue the claim on behalf of his estate.

Dismissing the claim, the Court found that the right to apply for reasonable provision from a deceased person’s estate is purely personal to the applicant and is incapable of being further pursued following their death. The objective of the Act is to ensure that family members and dependants receive such financial provision as is reasonably required for their maintenance. Any such need for maintenance, the Court observed, plainly ceases on the applicant’s death.

In further seeking to pursue a claim for reasonable provision in her own right, the widow asserted that her parents-in-law had treated her as a child of the family. They had, she argued, developed a relationship of mutual dependency. They had provided her and her husband with financial support when needed and, just as a daughter would do, she had provided them with care and company in their final years.

In striking out her claim, however, the Court found that there was nothing in their relationship which went beyond the usual display of affection, kindness and hospitality between parents and the spouse of their child. She had not been treated as a child of the family in her own right and thus did not fall within the limited category of those who can bring proceedings under the Act.

Source: Concious

Latest News

Tenants Can Purchase Freehold When Landlord Cannot Be Found

11th June, 2024 By

The Leasehold Reform, Housing and Urban Development Act 1993 gives qualifying leaseholders the right to join together to buy the freehold of their properties – a process known as collective enfranchisement. A recent case demonstrated that this right can be exercised even when the landlord cannot be found. The leaseholders of two flats in a terraced house wished to purchase it from the landlord, but were unable to ascertain his whereabouts and therefore could not serve notice on him under Section 13 of the Act. They therefore applied for an...

Court Refuses to Set Aside Divorce Order Applied for by Mistake

6th June, 2024 By

While the courts have a range of powers to set aside orders, they will only exercise them in limited circumstances. In a somewhat surprising case that has attracted much comment, the High Court declined to set aside a final order of divorce that had been applied for by mistake. A couple separated in January 2023, after more than 21 years of marriage. In October that year, while financial remedy proceedings were still ongoing, the wife's legal representatives inadvertently applied for a final order of divorce in respect of her instead...

Waiting Time for Grants of Probate Falls

3rd June, 2024 By

Following concerns last year about delays in processing probate applications, recent figures from HM Courts and Tribunals Service show that waiting times for grants of probate are continuing to improve. The average time from submission of a probate application to probate being granted fell to 11.3 weeks in March 2024, a decrease from 13.7 weeks in February and 13.8 weeks in January. This is the lowest figure since March 2023, when the average was 10.8 weeks. The longest waiting time since then was in November, at 15.8 weeks: that month,...

Late Appeal Against Tax Penalties Rejected

31st May, 2024 By

It is incumbent on taxpayers to make sure they fully comply with their obligations to file returns and pay any tax due. The point was illustrated by a recent case in which a taxpayer whose return had not been received by HM Revenue and Customs (HMRC) failed to persuade the First-tier Tribunal (FTT) that he should be permitted to appeal against the resulting penalties. On the evening of 31 January 2014, the man had completed his 2012/13 Income Tax return on HMRC's website. Shortly afterwards he went to Cyprus, and...