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Succession (wills), O'Donnell adopted Bank v Goodfellow to Ireland,…
Succession (wills)
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drafting valid will
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signature
Ernest Kieran testator physically weak, will read to him, he made incomprehensible symbols - court held - sufficient - character or shape of mark isn't important - must be signed at direction of testator
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golden rule if for old person make sure they have capacity by having them assessed using medical practictioner
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formalities - in writing, dated, signed by testator in presence of 2 attesting witnesses
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capacity
Banks v Goodfellow believed being pursued or stalked by a dead man - it was argued he was still capable of managing his own affairs and intended to create a will
held -1 testator understand nature and consequences of act, 2 understand extent of property disposing and comprehend, 3consider any moral claims, not affected by disorder of the mind - should give effect
O'Donnell v O'Donnell testator suffered from paranoid schiznophrenzia, fine when creating will showed concientousness and thoughtfulness - testator of sound mind - will rational, clear, insightful and sensible
Re Glynn was fine when giving instructions, had massive struck before signed, willl brought into hospital and read to him, marked it with an X - court held - valid witnesses with no benefit, knew contents nodding and X sufficient
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Scally v Rhatigan presumption is person is of sound mind - golden rule - not touchstone for validity but useful
golden rule from Scally v Rhatigan -when a solicitor is instructed to prepare a will for an aged testator, or for one who has been seriously ill, he should arrange for a medical practitioner first to satisfy himself as to the capacity and understanding of the testator, and to make a contemporaneous record of his examination and findings
failure of gifts
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lapse
s98 - doesn't lapse if given to testators child or issue and that child has children themselves unless contrary intention expressed in will - gift goes to testators child estate first
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91, 1965 act- if beneficiary predeceases testator that gift will lapse
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amendments
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Re Myles Deceased testator scribbled over things and wrote in the margin with no signature beside it - witnesses didn't know when alteration made - court had to presume alteration done after will executed - go back to original will
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construction
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extrinsic evidence
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Bennett farm left to wife for life with remainder to a named nephew, nephew that name didn't exist - judge allowed extrinsic evidence to show one nephew worked on farm for years without remuneration - will not able to be interpreted literally
Interpretation process
Heron v Ulster Bank read as piece of english, look at other parts of will if it confirms natural reading or should it be modified, if still ambiguous consider what testator trying to do - use rules of construction and is any interpretation illegal - than go to courts
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intestacy
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rules governed by s67
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Per Stripes if child dead goes to grandchild - same portion - if 1 child has 2 granchildren - does grandchildren share the childs share
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doctrine of advancemnt
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hotchpot principle - everything goes into pot and than divided betweeen children - advancement got taken away
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Glynn adopted Parker v Felgate into Ireland - sound mind giving instruction, will prepared in accordance with instrucitons, testator understood what was signing