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
Summary, issues, holding and outcome
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Parties
K
Applicant
LM
Respondent
Procedural Posture
Statutory Will Application / Judgment After Hearing
Legal Issues
- 1 Whether a statutory will should be executed for LM
- 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.
Full Case Text
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