Changizi v Changizi & Ors [2021] EWHC 1659 (Ch) (18 June 2021)
The claimant's allegations, even if true, could not in law give rise to a proprietary interest in the property; there was no evidence that Lara held any monies on trust for the estate or that the estate had a constructive trust or equitable lien over the property; the claim was speculative, lacked factual underpinning, and disclosed no reasonable grounds for proceeding.
- Citation
- [2021] EWHC 1659 (Ch)
- Parties
- Claimant: Sharas Alexander Changizi; First Defendant: Lara Marie Changizi; Second Defendant (executor of the Estate of Parviz Changizi): Robin Donald Mayes; Third Defendant (executor of the Estate of Parviz Changizi): Pamela Kathleen Changizi
- Jurisdiction
- England and Wales
- Judgment Date
- 18 June 2021
- Procedural Posture
- Civil (property/probate) / Summary Judgment Application (cpr Part 24) and Strike Out Application (cpr R. 3.4)
- Outcome
- Claim dismissed (summary judgment granted for the Executors)
- Legal Topics
- Constructive Trust, Equitable Lien, Derivative Claim by Beneficiary, Summary Judgment, Strike Out, Restitution, Inheritance Tax Liability, Breach of Trust, Fiduciary Duty
Case Brief
Summary, issues, holding and outcome
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Parties
Sharas Alexander Changizi
Claimant
Lara Marie Changizi
First Defendant
Robin Donald Mayes
Second Defendant (executor of the Estate of Parviz Changizi)
Pamela Kathleen Changizi
Third Defendant (executor of the Estate of Parviz Changizi)
Procedural Posture
Civil (property/probate) / Summary Judgment Application (cpr Part 24) and Strike Out Application (cpr R. 3.4)
Legal Issues
- 1 Whether the claimant beneficiary can assert a proprietary interest in estate property based on alleged obligations owed by another beneficiary to the estate
- 2 Whether the claim discloses reasonable grounds or has real prospects of success
- 3 Whether the executors have standing to seek summary dismissal or strike out
Ratio Decidendi
The claimant's allegations, even if true, could not in law give rise to a proprietary interest in the property; there was no evidence that Lara held any monies on trust for the estate or that the estate had a constructive trust or equitable lien over the property; the claim was speculative, lacked factual underpinning, and disclosed no reasonable grounds for proceeding.
Court Disposition
Claim dismissed (summary judgment granted for the Executors)
Orders
- Claim dismissed in full
- Application for summary judgment/strike out granted
Full Case Text
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