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Construction of Wills [Hardback]

  • Formāts: Hardback, 396 pages
  • Izdošanas datums: 11-Sep-2017
  • Izdevniecība: Clarus Press Ltd
  • ISBN-10: 1905536976
  • ISBN-13: 9781905536979
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  • Formāts: Hardback, 396 pages
  • Izdošanas datums: 11-Sep-2017
  • Izdevniecība: Clarus Press Ltd
  • ISBN-10: 1905536976
  • ISBN-13: 9781905536979
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The second edition of this volume is a comprehensive, practical and up-to-date analysis of the principles and rules of construction and post-probate issues, including how the courts interpret wills once they become the subject of litigation. This comprehensive work takes account of all recent case law-as well as new legislation such as the Land and Conveyancing Law Reform Act 2009-pertaining to trustees, trusts, trusts of land, and the amendments of the Rules of the Superior Courts by SI No 254 of 2016 relating to the conduct of trials, and SI No 255 of 2016 which deals with pre-trial procedures. Part 1 provides the principles and rules of construction, and the rules of intrinsic and extrinsic evidence, which are applied by the courts when attempting to ascertain and give effect to a testator's intention from vague or uncertain language used by him or her in creating gifts. Part 2 deals with issues that may arise in construction suits concerning, not only uncertain language used in the creation of gifts, but also the actual legal validity of such gifts. Part 3 supplies a useful constructive and interpretative methodology that may be applied for construing and interpreting relevant statutory provisions. Part 4 deals with the forms and procedures required for instituting construction suits, and with issues involving the award of costs. This book is written primarily with legal practitioners in mind and will be of practical use in construction and probate litigation matters. It will also be a useful resource for academic lawyers, students engaged in professional courses, and those undertaking law degrees. [ Subject: Wills & Trusts, Irish Law]
Preface to the Second Edition vii
Foreword to the First Edition xi
Preface to the First Edition xiii
Abbreviations xxii
Table of Cases
xxvii
Table of Legislation
xxxix
PART ONE GENERAL PRINCIPLES OF CONSTRUCTION
Chapter 1 The Intention Of The Testator
3(10)
Introduction
3(2)
Intrinsic Evidence of Intention
5(4)
The Testator's Lexicon
9(4)
Chapter 2 Extrinsic Evidence Of Intention
13(12)
Introduction
13(1)
Extrinsic Evidence of Intention
13(12)
Chapter 3 General Principles Of Construction
25(10)
Introduction
25(2)
The Formulation of the Lowry Principles
27(2)
The Adoption of the Lowry Principles
29(1)
The Application of the Lowry Principles
30(5)
Chapter 4 The Falsa Demonstratio Rule
35(20)
Introduction
35(3)
The Falsa Demonstratio Rule
38(4)
Latent Ambiguity
42(4)
Erroneous References
46(3)
Drafting Errors
49(6)
Chapter 5 The Intention To Revoke A Will
55(10)
Introduction
55(2)
The Construction of Testamentary Instruments
57(1)
Conditional and Dependent Revocation by Will or Codicil
58(2)
Conditional and Dependent Revocation by Destruction
60(5)
Chapter 6 The Presumption Of Revocation
65(8)
Introduction
65(1)
The Presumption of Revocation
66(3)
Rebutting the Presumption of Revocation
69(1)
Evidence of Contents
70(1)
The Construction of Wills, Second Edition Applying for a Grant
71(2)
Chapter 7 The Intention To Revive Wills By Codicils
73(8)
Introduction
73(1)
The Intention to Revive a Will by Codicil
74(4)
The Effect of Failure to Revoke a Current Will
78(3)
Chapter 8 Conditional Wills And Wills Made In Contemplation Of Marriage Or Civil Partnership
81(10)
Introduction
81(1)
Jeune Criteria
82(3)
Wills Made in Contemplation of Marriage or Civil Partnership
85(1)
Evidence of Contemplation of Marriage or Civil Partnership
86(2)
The Law in the UK
88(3)
Chapter 9 The Construction Of Wills With Foreign Elements
91(24)
Introduction
91(2)
Lex Domicilii
93(8)
The Testator's Intention to Revoke a Foreign Will
101(2)
Lex Domicilii
103(1)
Lex Situs
104(1)
Elements of a Procedural or Evidential Character
105(2)
The Construction of Gifts with Foreign Issues
107(3)
Features of Regulation (EU) No 650/2012
110(5)
PART TWO THE CONSTRUCTION OF GIFTS
Chapter 10 THE CONSTRUCTION OF DEVISES, LEGACIES AND BEQUESTS
115(32)
Introduction
115(4)
Section 89 of the Succession Act
119(1)
The Construction of Legacies
120(4)
The Meaning of "Money"
124(4)
The Construction of Residuary Legacies and Devises
128(5)
The Contingency of a Beneficiary Dying
133(1)
The Contingency "Dying Without Issue"
134(3)
The Meaning of "Issue"
137(6)
Joint Tenancies and Tenancies in Common
143(1)
Disclaiming a Testamentary Gift
144(3)
Chapter 11 The Construction Of Powers Of Appointment, Class Gifts And Trusts
147(22)
Introduction
147(3)
Devises Creating Powers of Appointment
150(3)
The Exercise of Powers of Appointment
153(2)
Devises Creating Class Gifts
155(4)
Trusts
159(1)
Trusts of Land
160(2)
The Concept of Overreaching
162(2)
(i) Overreaching under the Settled Land Acts
162(1)
(ii) Overreaching under the Land and Conveyancing Law Reform Act 2009
162(2)
Charitable Gifts and Trusts
164(1)
Secret and Half-Secret Trusts
165(1)
Resulting Trusts
166(1)
Gifts Followed by Subsequent or Engrafted Trusts
166(3)
Chapter 12 CONDITIONAL GIFTS
169(10)
Introduction
169(1)
The Classification of Conditions
170(4)
The Construction of Conditional Gifts
174(5)
Chapter 13 Uncertain Gifts
179(14)
Introduction
179(1)
Principles of Construction
180(3)
(i) The Intention of the Testator
180(1)
(ii) The Lowry Principles
181(1)
(Hi) The Presumption Against Intestacy
182(1)
(iv) Extrinsic Evidence
182(1)
(v) The Doubt Principle
182(1)
Gifts Void for Uncertainty
183(1)
The Construction of Uncertain Gifts
184(9)
Chapter 14 The Doctrine Of Lapse
193(8)
Introduction
193(1)
A Statutory Statement of the Doctrine
194(1)
Nature of the Gift
194(1)
A Statutory Exception to the Doctrine
195(3)
A Saving Codicil
198(3)
Chapter 15 The Ademption Of Gifts
201(14)
Introduction
201(2)
The Probate Doctrine of Ademption
203(2)
Voluntary Ademption
205(2)
Limited Ademption
207(1)
Involuntary Ademption
208(7)
(i) Involuntary Ademption by Proprietary Estoppel
208(4)
(ii) Involuntary Ademption by Remedial Constructive Trust
212(3)
Chapter 16 Equitable Doctrines
215(14)
Introduction
215(1)
The Doctrine of Satisfaction
216(2)
The Satisfaction of Portions by Legacies
218(1)
The Satisfaction of Legacies by Portions
219(4)
The Equitable Doctrine of Ademption
223(1)
The Doctrine of Conversion
224(2)
The Doctrine of Reconversion
226(3)
PART THREE CONSTRUCTIVE AND INTERPRETATIVE METHODOLOGY
Chapter 17 Constructive And Interpretative Methodology
229(8)
Introduction
229(1)
The Principle of Integrity in Adjudication
230(1)
Stages of Constructive Interpretation
231(6)
Chapter 18 Interpretative Sources Of Law
237(8)
Introduction
237(1)
Primary Interpretative Sources of Law
238(2)
Secondary Interpretative Sources of Law
240(1)
Principles of Constructive Interpretation
241(4)
Chapter 19 Statutory Provisions And Principles Of Evidence
245(10)
Introduction
245(2)
Statutory Provisions
247(1)
Underlying or Transcending Principles
248(1)
Principles of Evidence
249(6)
(i) Prima Facie Evidence
249(1)
(ii) Extrinsic Evidence
250(1)
(Hi) Medical Evidence of Testamentary Capacity
251(4)
Chapter 20 Interactive Statutory Provisions
255(14)
Introduction
255(2)
Section 27(4) of the Succession Act
257(1)
A Constructive Interpretation of Section 117(6)
257(4)
The Interaction between Section 117(6) and Section 121(5) of the Succession Act
261(1)
The Extension of Time
262(2)
Summary of Recommendations of Law Reform Commission Report on Section 117 of the Succession Act 1965: Aspects of Provision for Children (LRC 188---2017)
264(5)
Chapter 21 Interpretative Construction Of Section 13 of the Succession act
269(8)
Introduction
269(1)
Former Provisions
270(1)
The President as "True Owner"
271(1)
Section 13 A "Mere Mechanism of Convenience"
272(5)
Chapter 22 The Meaning Of A State Of Testacy
277(8)
Introduction
277(1)
A State of Testacy
278(1)
Ineffective Wills
279(2)
Section 117 Applications
281(1)
A Solicitor's Duty in to Section 117 Applicants
282(3)
Chapter 23 The Survival Of Causes Of Action
285(10)
Introduction
285(1)
An Interpretative Construction of Section 7 of the 1961 Act
286(1)
An Interpretative Construction of Sections 8 and 9 of the 1961 Act
287(3)
An Interpretative Construction of Section 48 of the 1961 Act
290(5)
PART FOUR CONSTRUCTION SUITS
Chapter 24 Construction Suits
295(16)
Introduction
295(1)
Construction Suits
296(3)
The Special Summons
299(1)
The Primary Duty of the Court in Construction Suits
300(4)
The Issue of Costs
304(7)
Chapter 25 Pre-Trial Procedures
311(20)
Introduction
311(2)
The Extent of the Amendments to the RSC by Statutory Instrument No.255 of 2016
313(1)
(i) The Amendment of Order 22 of the RSC
313(1)
(ii) The Amendment of Order 63 of the RSC
313(1)
Schedule 1 of Order 63C
314(13)
Schedule 2
327(4)
Chapter 26 The Conduct Of Trials
331(10)
Introduction
331(1)
The Extent of the Amendments to the Rules of the Superior Courts by Statutory Instrument No.254 of 2016
331(10)
(i) The Amendment of Order 20 of the RSC
331(1)
(ii) The Amendment of Order 21 of the RSC
331(1)
(iii) The Amendment of Order 31 of the RSC
331(2)
(iv) The Amendment of Order 36 of the RSC
333(3)
(v) The Amendment of Order 39 of the RSC
336(5)
Index 341