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Freedom on trial

22 February 2013 / Michael Tringham
Issue: 7549 / Categories: Features , Wills & Probate
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Michael Tringham follows the latest disputes in the wills & probate world

A testator’s freedom to choose who is to benefit from their estate may be qualified by court decisions under family provision claims, recent cases from Australia and Singapore show.

Sydney paparazzi Peter Carrette appointed his second and third ex-wives as his executrixes, leaving his estate to his two children by those marriages. But the fourth Mrs Carrette pointed out that her late husband’s divorce application, which he signed in April 2010, had not been filed before he died the following November. Although the couple separated in 2004, Mrs Carrette IV remained his wife, in a poorly-paid job and eligible to claim under the Succession Act. She sought A$200,000.

As executrices Mrs Carrette II and III argued that an informal property settlement (reportedly rubies and a Jaguar motor-car, together worth some A$15,000) meant that wife IV was not owed any moral duty for provision under the 2007 will. The New South Wales Supreme Court disagreed (Fillingham v Harrison & Carrette [2012] NSWSC

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MOVERS & SHAKERS

CBI South-East Council—Mike Wilson

CBI South-East Council—Mike Wilson

Blake Morgan managing partner appointed chair of CBI South-East Council

Birketts—Phillippa O’Neill

Birketts—Phillippa O’Neill

Commercial dispute resolution team welcomes partner in Cambridge

Charles Russell Speechlys—Matthew Griffin

Charles Russell Speechlys—Matthew Griffin

Firm strengthens international funds capability with senior hire

NEWS
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In this week's issue, Stephen Gold, NLJ columnist and former district judge, surveys another eclectic fortnight in procedure. With humour and humanity, he reminds readers that beneath the procedural dust, the law still changes lives
Generative AI isn’t the villain of the courtroom—it’s the misunderstanding of it that’s dangerous, argues Dr Alan Ma of Birmingham City University and the Birmingham Law Society in this week's NLJ
James Naylor of Naylor Solicitors dissects the government’s plan to outlaw upward-only rent review (UORR) clauses in new commercial leases under Schedule 31 of the English Devolution and Community Empowerment Bill, in this week's NLJ. The reform, he explains, marks a seismic shift in landlord-tenant power dynamics: rents will no longer rise inexorably, and tenants gain statutory caps and procedural rights
Writing in NLJ this week, James Harrison and Jenna Coad of Penningtons Manches Cooper chart the Privy Council’s demolition of the long-standing ‘shareholder rule’ in Jardine Strategic v Oasis Investments
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