header-logo header-logo

New ruling on testamentary freedom & maintenance

27 July 2017
Issue: 7756 / Categories: Legal News , Wills & Probate
printer mail-detail

A parent’s right to disinherit their estranged children has been dealt a blow by the courts.

Leeds county court held last week that an estranged child of the late Stanley Nahajec could claim £30,000 of her father’s £264,000 estate despite him explicitly disinheriting all three of his children, in Nahajec v Fowle [2017] EW Misc 11 (CC).

Elena Nahajec made her claim under the Inheritance (Provision for Family and Dependants) Act 1975.

The ruling follows that of Ilott v Blue Cross [2017] UKSC 17 in March, in which a claim by an estranged daughter for reasonable financial provision under the 1975 Act resulted in a grant of £50,000 from a £500,000 estate.

Commenting on Nahajec, Julia Burns, associate at Irwin Mitchell, said: ‘After the Ilott case, it was thought that estranged adult child claims should be treated with real caution and that estrangement could be fatal to claims or severely reduce the value of an award.

‘However, the judge here commented that the deceased was stubborn, intransigent and insensitive and that the estrangement was not for want of trying on the part of the claimant who had been rebuffed.

‘The award was 11.3% of the estate which is very similar to that in the Ilott case (within 1%). There was specific mention of her wanting to do a veterinary course so this is an example of something that falls under the definition of “maintenance” post Ilott .

‘This means that estranged child claims are not dead in the water but suggests that any claimants will need to show a track record of reconciliation attempts in order for the judges to consider their views.’

Issue: 7756 / Categories: Legal News , Wills & Probate
printer mail-details

MOVERS & SHAKERS

Hugh James—Phil Edwards

Hugh James—Phil Edwards

Serious injury teambolstered by high-profile partner hire

Freeths—Melanie Stancliffe

Freeths—Melanie Stancliffe

Firm strengthens employment team with partner hire

DAC Beachcroft—Tim Barr

DAC Beachcroft—Tim Barr

Lawyers’ liability practice strengthened with partner appointment in London

NEWS
Ceri Morgan, knowledge counsel at Herbert Smith Freehills Kramer LLP, analyses the Supreme Court’s landmark decision in Johnson v FirstRand Bank Ltd, which reshapes the law of fiduciary relationships and common law bribery
The boundaries of media access in family law are scrutinised by Nicholas Dobson in NLJ this week
Reflecting on personal experience, Professor Graham Zellick KC, Senior Master of the Bench and former Reader of the Middle Temple, questions the unchecked power of parliamentary privilege
Geoff Dover, managing director at Heirloom Fair Legal, sets out a blueprint for ethical litigation funding in the wake of high-profile law firm collapses
James Grice, head of innovation and AI at Lawfront, explores how artificial intelligence is transforming the legal sector
back-to-top-scroll