Kings v Bultitude & Anor

Kings v Bultitude & Anor

The Church ceased to exist as an institution and its purposes ended with Mrs Schroder's death; there was no general charitable intention in the will to save the gift; therefore, the gift of residue fails and passes on partial intestacy. The church bank accounts and contents were held for charitable purposes and are applicable cy-près.

Parties
Claimant: John Christopher Kings; First Defendant: Dorothy Bultitude; Second Defendant: H M Attorney General
Jurisdiction
England and Wales
Judgment Date
15 July 2010
Procedural Posture
Probate/charity/trusts / Judgment After Trial
Outcome
Gift of residue in Clause 8 of the Will fails; residue passes on partial intestacy; church bank accounts and contents held for charitable purposes are applicable cy-près.
Legal Topics
Partial Intestacy, Charitable Gifts in Wills, Cy Près Doctrine, Failure of Charitable Purpose, Ownership of Church Assets

Case Brief

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Parties

John Christopher Kings

Claimant

Dorothy Bultitude

First Defendant

H M Attorney General

Second Defendant

Procedural Posture

Probate/charity/trusts / Judgment After Trial

  1. 1 Whether the residuary estate of Pamela Schroder is subject to a valid charitable gift to an identifiable institution
  2. 2 Whether the charitable gift failed subsequent to taking effect so as to be applied cy-près
  3. 3 Whether the charitable gift failed initially but may be applied cy-près due to a paramount charitable intention

Ratio Decidendi

The Church ceased to exist as an institution and its purposes ended with Mrs Schroder's death; there was no general charitable intention in the will to save the gift; therefore, the gift of residue fails and passes on partial intestacy. The church bank accounts and contents were held for charitable purposes and are applicable cy-près.

Court Disposition

Gift of residue in Clause 8 of the Will fails; residue passes on partial intestacy; church bank accounts and contents held for charitable purposes are applicable cy-près.

Orders

  • Residue of estate passes on partial intestacy
  • Church bank accounts and contents to be applied cy-près for charitable purposes