Ashman v Thomas [2016] EWHC 3806 (Ch) (21 June 2016)
The presumption of due execution arising from a regular attestation clause was not rebutted in relation to the 2008 will, so it was validly executed. However, in relation to the 2011 and 2012 wills, the strongest evidence (including the deceased's housebound status and inability to travel) rebutted the presumption, and those wills were not validly executed before the attesting witnesses as required by section 9 of the Wills Act 1837.
- Citation
- [2016] EWHC 3806 (Ch)
- Parties
- Claimant: Alastair Ashman; Defendant: Clyde Thomas
- Jurisdiction
- England and Wales
- Judgment Date
- 21 June 2016
- Procedural Posture
- Probate Claim (preliminary Issues) / Judgment on Preliminary Issues After Trial
- Outcome
- The will dated 12 March 2008 was validly executed; the wills dated 5 November 2011 and 18 May 2012 were not validly executed.
- Legal Topics
- Due Execution of Wills, Section 9 Wills Act 1837, Presumption of Due Execution, Attestation Clause, Suspicious Circumstances, Knowledge and Approval, Burden of Proof
Case Brief
Summary, issues, holding and outcome
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Parties
Alastair Ashman
Claimant
Clyde Thomas
Defendant
Procedural Posture
Probate Claim (preliminary Issues) / Judgment on Preliminary Issues After Trial
Legal Issues
- 1 Whether the will dated 12 March 2008 was validly executed under section 9 of the Wills Act 1837
- 2 Whether the will dated 5 November 2011 was validly executed under section 9 of the Wills Act 1837
- 3 Whether the will dated 18 May 2012 was validly executed under section 9 of the Wills Act 1837
Ratio Decidendi
The presumption of due execution arising from a regular attestation clause was not rebutted in relation to the 2008 will, so it was validly executed. However, in relation to the 2011 and 2012 wills, the strongest evidence (including the deceased's housebound status and inability to travel) rebutted the presumption, and those wills were not validly executed before the attesting witnesses as required by section 9 of the Wills Act 1837.
Court Disposition
The will dated 12 March 2008 was validly executed; the wills dated 5 November 2011 and 18 May 2012 were not validly executed.
Orders
- Declaration that the will dated 12 March 2008 was validly executed in accordance with section 9 of the Wills Act 1837.
- Declaration that the wills dated 5 November 2011 and 18 May 2012 were not validly executed in accordance with section 9 of the Wills Act 1837.
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