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(Ebook PDF) Statutory will applications a practical guide 1st edition by Sam Mccullough ISBN 040933703X 9780409337037 Full chapter

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Statutory will applications a practical guide 1st edition. Edition Sam Mccullough Digital Instant Download

Author(s): Sam McCullough; (Barrister) Richard Williams
ISBN(s): 9780409337037, 040933703X
Edition: 1st edition.
File Details: PDF, 3.52 MB
Year: 2013
Language: english
SKU: EB-32862254 Category: Tags: ,

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Product details:

ISBN 10:           040933703X
ISBN 13: 978-0409337037
Author:          Sam Mccullough

“Statutory Will Applications: A Practical Guide” is a comprehensive resource aimed at providing an understanding of the legal process and practical aspects involved in statutory will applications. This guide addresses the complex legal requirements for creating wills on behalf of individuals who lack testamentary capacity, such as those with mental health issues, cognitive impairments, or certain disabilities. It explores the criteria for eligibility, the procedural requirements for applying to the court, and offers insight into the necessary documentation and evidence needed to support an application. The book also includes a detailed review of case law and jurisdictional differences, providing readers with a thorough understanding of statutory will processes across various regions. It is an essential reference for legal professionals, including lawyers, judges, and those involved in guardianship and administration matters. The guide emphasizes practical advice on managing applications, filing procedures, and addressing challenges that may arise during the legal process.

 

Statutory will applications a practical guide 1st Table of contents:

CHAPTER 1: Introduction

  • The Origins of the Jurisdiction in England and Wales
  • The ‘Substituted Judgment’ Approach
  • Re L (WJG): ‘Brief Interval of Sanity’
  • Re D(J): Five ‘Principles’ or ‘Factors’
  • Difficulties with the Re D(J) Approach
  • Re C (A Patient): ‘Normal Decent Person’
  • G v Official Solicitor
  • The Change of Direction in England and Wales: Best Interests
  • Re P
  • Re D (Statutory Will)
  • Re JC
  • The Development of the Australian Legislation
    • Victoria: 1985 Report
    • New South Wales: 1989 Discussion Paper and 1992 Report
    • South Australia: Wills (Miscellaneous) Amendment Bill 1993 (SA)
    • Victoria: 1994 Report and the Draft Wills Act 1994 (Vic)
    • Queensland: 1994 Issues Paper
    • National Committee for Uniform Succession Laws: 1997 Report
  • The Enactment of the Australian Legislation
  • Case Law in Australia
    • Boulton v Sanders
    • Re Fenwick
  • The Extent of Statutory Will Applications to Date in Australia
    • Australian Capital Territory
    • New South Wales
    • Northern Territory
    • Queensland
    • South Australia
    • Tasmania
    • Victoria
    • Western Australia

CHAPTER 2: The Statutory Framework

  • Scope of Jurisdiction
  • Jurisdiction of the Guardianship and Administration Board in Tasmania
  • General Statutory Scheme
    • Key Features
    • Standing to Apply
    • Statutory Wills for Minors Lacking Testamentary Capacity
  • The Two-Stage Approach
    • Threshold Requirements
    • Lack of Testamentary Capacity
    • The ‘Core Test’
    • Appropriate for an Order to be Made
    • Appropriate Applicant
    • Representation of Persons with Legitimate Interest
  • Information to be Provided by the Applicant
  • Procedural Requirements Concerning the Making of the Application
    • Hearing of the Leave Application
    • Hearing of the Substantive Application
    • Orders that Can be Made on the Substantive Application
    • Evidence
    • Revision of Draft Will or Codicil by the Court
    • Separate Representation of the Proposed Testator
    • Execution of the Will, Codicil or Instrument of Revocation
    • Retention of the Will, Codicil or Instrument of Revocation
    • Privacy
    • Costs
    • Effect and Recognition of Statutory Wills
    • Testator Who Regains Capacity
    • Possible Statutory Reform: Victoria

CHAPTER 3: When a Statutory Will May Be Required

  • Introduction
  • Adjusting Beneficial Entitlements Under an Existing Will or on Intestacy
    • The Carer Parent versus the Absent Parent
    • Expression by Testator of Changed Testamentary Intentions
    • Relationship Between Proposed Testator and Beneficiary Ended
    • Positive Misconduct by Beneficiary
    • Improvement in Poor Relationship
    • Including or Increasing Benefits to Worthy Recipients
    • Other Changes in Circumstances
  • Resolving Problems with an Existing Will or Intestacy
    • Lapsed Gift
    • Avoiding Property Passing as Bona Vacantia
    • Adeemed Gift
    • Concern that a Previous Will Was Made When Testamentary Capacity Lacking
    • Previous Will Missing
    • Previous Will Defective
    • Avoiding Potential Construction and Rectification Applications
    • Avoiding Other Estate Litigation — Family Provision Claims
  • Estate Planning
    • Asset Protection
    • Tax Planning
    • Social Security and Aged Care Means Test Planning
    • Protection of a Vulnerable Beneficiary

CHAPTER 4: Acting for the Applicant

  • Overview
  • Preparing the Application
  • Conducting the Application
  • Identifying the Client and the Appropriate Applicant
  • Identifying Persons Who Should be Named and Served
  • Identifying the Orders Sought and Whether Advice Required in Other Jurisdictions
  • Meeting the Threshold Requirements
    • Lack of Testamentary Capacity
    • The ‘Core Test’
    • Appropriate for an Order to be Made
    • Appropriate Applicant
    • Representation of Persons with Legitimate Interest
  • Providing the Listed Information
    • Evidence of Lack of Testamentary Capacity
    • Draft of the Proposed Will, Codicil or Instrument of Revocation
    • Evidence of the Proposed Testator’s Wishes
    • Evidence of the Terms of Any Previous Will
    • Evidence of Persons Who Might be Entitled to Claim on Intestacy
    • Evidence of Likelihood of Potential Family Provision Claims
    • Evidence of Circumstances of Persons for Whom the Proposed Testator Might be Expected to Provide by Will
    • Evidence of Gifts that Might be Expected to be Made for Charitable or Other Purposes
    • Any Other Relevant Facts
  • The Costs Position
  • Preparing the Originating Process
  • Meeting Procedural Requirements
  • Filing and Serving the Material
  • Consultation, Negotiation, and Mediation
  • Preparing the Material for Court
    • Leave Application, Substantive Application and Directions
    • Responding to Adjournment Requests
    • Revising the Draft Will, Codicil or Instrument of Revocation
    • Oral Evidence and Cross-Examination
    • Maintaining the Proposed Testator’s Privacy
    • Submissions as to Costs
  • Arranging Execution of the Will, Codicil or Instrument of Revocation
  • Does the Statutory Will Require Review and Update?
  • Steps to be Taken Where Testator Regains or Acquires Capacity

CHAPTER 5: Acting for Other Interested Persons

  • Introduction
  • Separate Representation for the Proposed Testator
    • New South Wales and the Australian Capital Territory
    • South Australia
    • Other Jurisdictions
  • Separate Representation for Other Persons
    • The Position of an Administrator or Attorney for the Proposed Testator
    • Direct Instructions from the Proposed Testator
    • Other Categories of Interested Persons
      • South Australia: Public Advocate
    • Different Methods of Participation
      • No Involvement
      • Providing Practical Assistance
      • Participating in Negotiation or Mediation
      • Passive Participation
      • Active Participation
    • Potential Grounds for Opposition

CHAPTER 6: Family Provision

  • Introduction
  • Approach by the Courts Deciding Statutory Will Applications
  • Family Provision Claims Against Estates Where a Statutory Will Has Been Made
    • New South Wales
    • Release of Rights
    • Notional Estate

CHAPTER 7: Costs

  • General Principles
  • Successful Applications
  • Unsuccessful Applications
  • Discontinued Applications
  • Examples of Costs Orders
  • Would Specific Statutory Costs Provisions be Desirable?

CHAPTER 8: Review of Case Law

  • Australian Capital Territory
    • Re DH; Application by JE and SM
  • New South Wales
    • Re Fenwick; Application of J R Fenwick & Re Charles
    • AB v CB
    • Application by Peter Leslie Kelso
    • Re Estate of Crawley
    • Application of Sultana
    • Application of Wosif Elayoubi
    • Re Levy Estate — Application of Samuels
    • Re Will of Jane
    • Hausfeld v Hausfeld
    • Re Estate of S
    • Scott v Scott
    • Burns v The Estate of Troy Mitchell Burns, a Protected Person
  • Northern Territory
  • Queensland
    • Re Winstanley
    • Re Joachim
    • Deecke v Deecke
    • Re Weick
    • Bielby v Denny
    • Payne v Smyth as Litigation Guardian for Welk
    • Bock v Bock
    • Re Keane; Mace v Malone
    • Hickson v Humphrey
    • McKay v McKay
    • Wickham v Smith
    • Re Matsis; Charalambous v Charalambous
    • Sadler v Eggmolesse
    • Re Kann
    • Lawrie v Hwang
    • Doughan v Straguszi
  • South Australia
    • Public Trustee v Phillips No SCCIV-03-800
    • Bryant v Blake
    • Hoffman v Waters
    • Jeavons v Chapman (No 2)
    • Re Rak
    • Griffin v Boardman
    • Re Grace Geraldine Brown
    • Re Martina Pieternella de Jager
    • Re Manley
  • Tasmania
    • CMPA (Statutory Will)
    • EKI (Statutory Will)
  • Victoria
    • Monger v Taylor
    • Hill v Hill
    • Re Fletcher; Ex parte Papaleo
    • State Trustees Limited v Hayden
    • Re Palmer
    • Boulton v Sanders
    • De Gois v Korp
    • Plowright v Burge
    • State Trustees Limited v Do and Nguyen
    • Saunders v Pedemont
  • Western Australia
    • In the Will of Doris May Frances Davies

CHAPTER 9: Extracts from Legislation and Procedural Rules

  • Australian Capital Territory
    • Wills Act 1968 (ACT) Part 3A
  • New South Wales
    • Succession Act 2006 (NSW) Chapter 2, Part 2.2
  • Northern Territory
    • Wills Act (NT) Part 3
    • Supreme Court Rules (NT) regs 88.05B and 88.05D
  • Queensland
    • Succession Act 1981 (Qld) Part 2, Division 4, Subdivision 3
  • South Australia
    • Wills Act 1936 (SA) Part 2, Division 2
    • Probate Rules 2004 (SA) r 98
  • Tasmania
    • Wills Act 2008 (Tas) Part 3, Divisions 2 and 3
    • Supreme Court Rules 2000 (Tas) r 803
  • Victoria
    • Wills Act 1997 (Vic) Part 3, Division 2
    • Supreme Court (Miscellaneous Civil Proceedings) Rules 2008 (Vic) Order 17
  • Western Australia
    • Wills Act 1970 (WA) Part XI, Division 1
    • Supreme Court Consolidated Practice Directions 2009 (WA)
  • England and Wales
    • Mental Health Act 1959 ss 101, 102(1) and 103(1)
    • Mental Capacity Act 2005 ss 1 and 4

CHAPTER 10: Precedents

  • Checklist for Taking Initial Instructions
  • Correspondence
    • With Applicant Client
    • With Medical Practitioner
    • With Interested Persons, Giving Notice of Proceedings
  • Form of Orders
  • Sample Execution Clause

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