It used to be very hard to challenge a will and we look at a couple of recent cases which indicate how the courts are dealing with these matters at the moment.
Can I challenge a Will?
In 2017 the Supreme Court case of Ilott v Blue Cross gave many adult offspring the idea that they can succeed in a 1975 Act claim based on their financial circumstances. It is not correct that the Ilott case has given rise to a 'rule' that 1975 Act claimants can now expect a share of the estate, either by judgment or by pressurising the defendant into settling.
Recent Case law – The Shapton Case
The recent case of Shapton v Seviour shows that adult offspring are increasingly bringing unmerited claims under the Inheritance (Provision for Family and Dependants) Act 1975 in the hope that the other party who inherited under a Will will settle out of court.
In the case, Mr Seviour's Will had left his entire estate to his terminally ill widow. Despite the estate's modest value of £268,000, Mr Seviour's adult daughter Carly Shapton argued she was entitled to a quarter of the estate.
Mrs Shapton and her husband were financially independent with a house of their own and reasonable incomes, but she had £20,000 of credit card debt. She claimed that this was evidence of her financial need although another possible motivation was her poor relationship with her step-mother Mrs Seviour.
The High Court dismissed Mrs Shapton's case as 'absolutely hopeless' and awarded costs of £50,000 against her.
What the [Shapton] decision illustrates is that very many of these cases should not be settled. Beneficiaries in a Will should not be pressurised into settling unmeritorious claims.
How Can We Help?
This is a complicated area of law and if you would like some guidance then please do not hesitate us at email@example.com or 01444 460353.
Anthony Vingoe, Head of Family Law