header-logo header-logo

09 April 2009 / Michael Tringham
Issue: 7364 / Categories: Features , Tax , Wills & Probate
printer mail-detail

The cost of settlement

Michael Tringham recounts how a £3m estate dispute racked up £400,000 in costs…

* * * * * *

So after three court hearings and estimated £400,000 legal costs, Thorner v Major and Others ([2009] All ER (D) 257 (Mar)) is finally settled. (Or is it? See below.) The case involves a Somerset farming family, some of whose members had not spoken to each other for many years.

David's father and Peter were first cousins. David, who never married, helped Peter at Steart Farm, Cheddar for almost 30 years, without remuneration. By 1997 will Peter left the residue of his estate to David, including his farm—but destroyed that will in order to remove one of the pecuniary legacies. After his death in November 2005 no will was found.

In accordance with the Intestacy Rules Peter's estate would then have devolved to his blood relatives. Except that David claimed to have the benefit of a proprietary estoppel against Peter and his estate, on the basis that over 15 years or more he acted

If you are not a subscriber, subscribe now to read this content
If you are already a subscriber sign in
...or Register for two weeks' free access to subscriber content

MOVERS & SHAKERS

Keystone Law—Milena Szuniewicz-Wenzel & Ian Hopkinson

Keystone Law—Milena Szuniewicz-Wenzel & Ian Hopkinson

International arbitration team strengthened by double partner hire

Coodes Solicitors—Pam Johns, Rachel Pearce & Bradley Kaine

Coodes Solicitors—Pam Johns, Rachel Pearce & Bradley Kaine

Firm celebrates trio holding senior regional law society and junior lawyers division roles

Michelman Robinson—Sukhi Kaler

Michelman Robinson—Sukhi Kaler

Partner joins commercial and business litigation team in London

NEWS
The Legal Action Group (LAG)—the UK charity dedicated to advancing access to justice—has unveiled its calendar of training courses, seminars and conferences designed to support lawyers, advisers and other legal professionals in tackling key areas of public interest law
The Police and Criminal Evidence Act 1984 transformed criminal justice. Writing in NLJ this week, Ed Cape of UWE and Matthew Hardcastle and Sandra Paul of Kingsley Napley trace its ‘seismic impact’
Operational resilience is no longer optional. Writing in NLJ this week, Emma Radmore and Michael Lewis of Womble Bond Dickinson explain how UK regulators expect firms to identify ‘important business services’ that could cause ‘intolerable levels of harm’ if disrupted
As the drip-feed of Epstein disclosures fuels ‘collateral damage’, the rush to cry misconduct in public office may be premature. Writing in NLJ this week, David Locke of Hill Dickinson warns that the offence is no catch-all for political embarrassment. It demands a ‘grave departure’ from proper standards, an ‘abuse of the public’s trust’ and conduct ‘sufficiently serious to warrant criminal punishment’
Employment law is shifting at the margins. In his latest Employment Law Brief for NLJ this week, Ian Smith of Norwich Law School examines a Court of Appeal ruling confirming that volunteers are not a special legal species and may qualify as ‘workers’
back-to-top-scroll