Lee & Anor v Lee & Anor [2018] EWHC 149 (Ch) (05 February 2018)
The notice of severance did not reflect the true intention of the testator and the first claimant, who intended to sever the joint tenancy in all land at Little Hendra Farm. The evidence established convincing proof of their intention and mistake. The court ordered rectification of the notice to cover all relevant land, as all conditions for equitable rectification were satisfied.
- Citation
- [2018] EWHC 149 (Ch)
- Parties
- Claimant: Rosemary Lee; Claimant: Robert James; Defendant: Benjamin William Gorwyn Lee; Defendant: Her Majesty's Revenue & Customs
- Jurisdiction
- England and Wales
- Judgment Date
- 05 February 2018
- Procedural Posture
- Chancery Division Rectification Claim / Judgment After Hearing
- Outcome
- Claim for rectification of notice of severance granted; alternative claim for rectification of deed of variation rejected.
- Legal Topics
- Rectification, Severance of Joint Tenancy, Mistake in Legal Documents, Deed of Variation, Beneficial Ownership
Case Brief
Summary, issues, holding and outcome
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Parties
Rosemary Lee
Claimant
Robert James
Claimant
Benjamin William Gorwyn Lee
Defendant
Her Majesty's Revenue & Customs
Defendant
Procedural Posture
Chancery Division Rectification Claim / Judgment After Hearing
Legal Issues
- 1 Whether the notice of severance of joint tenancy can be rectified to reflect the true intention of the parties
- 2 Whether the deed of variation can be rectified as an alternative remedy
Ratio Decidendi
The notice of severance did not reflect the true intention of the testator and the first claimant, who intended to sever the joint tenancy in all land at Little Hendra Farm. The evidence established convincing proof of their intention and mistake. The court ordered rectification of the notice to cover all relevant land, as all conditions for equitable rectification were satisfied.
Court Disposition
Claim for rectification of notice of severance granted; alternative claim for rectification of deed of variation rejected.
Orders
- Notice of severance to be rectified to cover all land at Little Hendra Farm held as joint tenants by the testator and first claimant.
- Form TR1 construed as holding land in third title as tenants in common; alternatively, rectified to reflect this intention.
Full Case Text
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