LM, Re

LM, Re

It is in LM's best interests for a statutory will to be executed dividing 20% of her estate to charity and the remainder equally among her family, reflecting her likely wishes and the source of her estate.

Parties
Applicant: K; Respondent: LM
Jurisdiction
England and Wales
Judgment Date
08 December 2015
Procedural Posture
Statutory Will Application / Judgment After Hearing
Outcome
Application for statutory will granted with modifications.
Legal Topics
Statutory Wills, Best Interests, Testamentary Capacity, Charitable Bequests

Case Brief

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Parties

K

Applicant

LM

Respondent

Procedural Posture

Statutory Will Application / Judgment After Hearing

  1. 1 Whether a statutory will should be executed for LM
  2. 2 What distribution of LM's estate is in her best interests, including the proportion to be left to charity

Ratio Decidendi

It is in LM's best interests for a statutory will to be executed dividing 20% of her estate to charity and the remainder equally among her family, reflecting her likely wishes and the source of her estate.

Court Disposition

Application for statutory will granted with modifications.

Orders

  • Statutory will to be executed: 20% of LM's estate to charity, remainder equally to PQ, RQ, SQ, and SQ's two daughters.
  • LM's family to be involved in the choice of charitable beneficiaries.