SUMMERVILLE and ORS v WALSH [1998] NSWCA 222

SUMMERVILLE and ORS v WALSH [1998] NSWCA 222

A solicitor in general practice attending to make a will under s7 owed a duty to be familiar with its requirements; on evidence, there was time for the deceased to give direction for execution; solicitor's failure constituted breach of duty owed to the intended beneficiary.

Parties
Appellant: Summerville; Respondent: Walsh
Jurisdiction
Australia
Judgment Date
26 February 1998
Procedural Posture
Appeal / Judgment
Outcome
appeal dismissed with costs
Legal Topics
Execution of Wills, Duty of Care, Intended Beneficiary, Solicitor Negligence, Alternative Execution Procedure

Case Brief

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Parties

Summerville

Appellant

Walsh

Respondent

Procedural Posture

Appeal / Judgment

  1. 1 whether a solicitor owes a duty of care to an intended beneficiary to ensure alternative procedure for execution of will is adopted under s7 of the Wills Probate and Administration Act 1898
  2. 2 whether on the facts, necessary procedure could have been followed given the deceased's consciousness

Ratio Decidendi

A solicitor in general practice attending to make a will under s7 owed a duty to be familiar with its requirements; on evidence, there was time for the deceased to give direction for execution; solicitor's failure constituted breach of duty owed to the intended beneficiary.

Court Disposition

appeal dismissed with costs

Orders

  • Appeal dismissed
  • Appellants to pay costs