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Succession Law in Ireland [Hardback]

  • Formāts: Hardback, 400 pages, height x width: 234x156 mm
  • Izdošanas datums: 26-May-2015
  • Izdevniecība: Clarus Press Ltd
  • ISBN-10: 1905536720
  • ISBN-13: 9781905536726
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  • Formāts: Hardback, 400 pages, height x width: 234x156 mm
  • Izdošanas datums: 26-May-2015
  • Izdevniecība: Clarus Press Ltd
  • ISBN-10: 1905536720
  • ISBN-13: 9781905536726
Citas grāmatas par šo tēmu:
Succession Law in Ireland is a new book designed for legal practitioners which gives a practical insight into succession law. Succession law is branch of the law which provides the rules for the creation of succession rights to property by wills in the form of devises, legacies and bequests and the rules relating to the distribution of estates in cases of intestacy. A summary of the twenty-six chapters contained in Succession Law in Ireland will demonstrate the book's comprehensiveness as well as its interconnection from chapter to chapter. This book has also a body of useful precedents on wills, probate and Succession Act precedents. Chapters 1- 6 provide the rules for execution of wills, testamentary capacity, the revocation and revival, the creation of testamentary gifts and trusts, and are cross-referenced to Chapter 24 which provides wills precedents for testimonium and attestation clauses, revocation clauses, the appointment of executors and testamentary guardians, devises, legacies, bequests and testamentary trusts. Chapter 7 deals with intestate succession and the devolution and distribution of estates on intestacy. Chapters 8 - 9 deal with the legal rights of spouses and civil partners and applications by qualified cohabitants and applications by children under section 117 of the Succession Act 1965. Chapters 8 - 9 interconnected with Chapter 26 which provides precedents for renunciations of the legal rights by spouses and civil partners, also for exercising the right of election and appropriation. Chapter 10 deals with the cessation of succession and legal rights by the criminal behaviour of spouses, civil partners and children of the deceased, the invalidation of wills and gifts and disclaimers. Chapters 5 - 7 deal with the creation of certain property rights in the form of donationes mortis causa, joint bank accounts and advancements, and also equitable property rights which come into being by the equitable doctrines of proprietary estoppel and constructive trusts, and these property rights have to potential impinge on succession rights created by wills or arising out of intestacies. Chapters 13 - 18 deal with applications for grants of probate, letters of administration with will annexed, letters of administration intestate, and applications for grants by guardians, committees and attorneys and also applications for de bonis non grants and caveats and citations. Chapters 13 - 18 are interconnected with Chapter 25 which provides precedents for applications for grants. Chapter 19 deals with the administration and distribution of estates by personal representatives, the duties and powers of personal representatives and their liabilities. Chapters 20 - 23 deal with probate motions, s.27(4) applications, probate and administrative actions and the important issue of costs, the construction of wills in construction suits, and the limitation of actions and the striking out of proceedings. Chapters 24 - 26, the final chapters in the book, provide wills precedents, probate precedents and Succession Act precedents and these chapters interconnect with various chapters in the book.
Foreword vii
Preface ix
Table of Cases xxi
Table of Legislation xxxi
Chapter 1 Succession Rights 1(10)
Introduction
1(2)
Succession Rights
3(2)
The Nature of Intestate Interests in Estates
5(2)
Legal Rights of Spouses and Civil Partners
7(1)
Court Applications by Children and Qualified Cohabitants
8(1)
Property Rights Effective on Death
9(1)
Equitable Property Rights
10(1)
Chapter 2 The Execution Of Wills 11(12)
Introduction
11(1)
The Testator's Signature, Initials or Mark
12(2)
The Position of the Testator's Signature
14(2)
The Signatures, Initials or Marks of the Witnesses
16(1)
Codicils
16(1)
Alterations
17(2)
Incorporation of Documents
19(1)
Knowledge and Approval
19(1)
Presumption of Due Execution
20(1)
A Solicitor's Duty of Care to Intended Beneficiaries
20(3)
Chapter 3 Testamentary Capacity 23(10)
Introduction
23(1)
The Banks v Goodfellow Test
24(2)
Mental Ill Health
26(1)
Physical I
I11
Health
27(1)
Issues of Testamentary Capacity When Taking Instructions
28(5)
Chapter 4 The Revocation And Revival Of Wills 33(18)
Introduction
33(2)
Revocation by Subsequent Marriage or Civil Partnership
35(2)
Revocation by Implication
37(1)
Revocation by Destruction
38(1)
The Presumption of Revocation by Destruction of Lost Wills
39(3)
The Doctrine of Dependent Relative Revocation
42(5)
Revocability and Mutual Wills
47(2)
Revival of Wills
49(2)
Chapter 5 Testamentary Gifts And Trusts 51(16)
Introduction
51(2)
Devises
53(2)
Legacies and Bequests
55(1)
Powers of Appointment
56(1)
Class Gifts
57(2)
Joint Tenancies and Tenancies in Common
59(1)
Trusts
60(1)
Trusts of Land
61(2)
Charitable Gifts and Trusts
63(1)
Secret and Half-Secret Trusts
64(1)
Resulting Trusts
65(2)
Chapter 6 The Ademption, Lapse And Modification Of Gifts 67(12)
Introduction
67(2)
The Ademption of Devises and Legacies
69(2)
Ademption by Satisfaction
71(2)
The Doctrine of Lapse
73(3)
The Modification of Gifts by Equitable Doctrines
76(3)
Chapter 7 Intestate Succession 79(16)
Introduction
79(2)
Pre-Succession Act Rules of Intestate Devolution and Distribution
81(2)
Post Succession Act Rules of Intestate Devolution and Distribution
83(4)
Surviving Spouses, Civil Partners and Issue
87(2)
Surviving Parents
89(1)
Surviving Brothers and Sisters
89(1)
Surviving Nephews and Nieces
90(1)
Surviving Next-of-Kin
90(2)
Partial Intestacy
92(1)
The State as Ultimate Intestate Successor
93(2)
Chapter 8 The Legal Right Of Spouses And Civil Partners And Applications By Qualified Cohabitants 95(16)
Introduction
95(2)
The Legal Right Share of Spouses and Civil Partners
97(2)
The Right of Election by Spouses and Civil Partners
99(2)
The Right of Appropriation by a Spouse and Civil Partner
101(2)
The Extinguishment of the Legal Right
103(2)
Qualified Cohabitants
105(89)
Section
194
Applications by Surviving Qualified Cohabitants
106(5)
Chapter 9 The Moral Duty Of Testators 111(20)
Introduction
111(2)
The Moral Duty of Testators
113(3)
The Estate of a Deceased Testator
116(1)
Proper Provision
116(1)
Summary of Section
117(1)
Principles
118(6)
Advancements Fulfilling the Moral Duty
124(1)
The Effect of an Order of Court on the Legal Right of Surviving Spouse or Civil Partner
124(1)
Time Limits
125
Section
117(11)
and Partial Intestacy
128(1)
The Discovery of Documents
129(1)
The Duty of Solicitors
130(1)
Chapter 10 The Cessation Of Succession And Legal Rights 131(20)
Introduction
131(2)
Section 120(1)
133(4)
Desertion by Spouse or Civil Partner
137(1)
Section 120(4)
138(1)
The Effect of Section 120(5)
139
Section
121(18)
Dispositions
139(4)
The Annulment of Gifts
143(1)
The Invalidation of Wills
144(1)
Undue Influence
144(2)
The Procurement of Wills
146(1)
Fraud
147(1)
Renunciation or Extinguishment of the Legal Right
147(1)
Disclaimer of Gifts and Intestate Shares
148(3)
Chapter 11 Donationes Mortis CA USA, Joint Bank Accounts And Advancements 151(10)
Introduction
151(2)
Donations Mortis Causa
153(1)
Joint Bank Accounts
154(2)
Equitable Advancements
156(2)
Statutory Advancements
158(3)
Chapter 12 Equitable Property Rights 161(14)
Introduction
161(2)
Proprietary Estoppel
163(4)
A New Model Constructive Trust
167(4)
The Relationship between Proprietary Estoppel and Remedial Constructive Trusts
171(4)
Chapter 13 Applications For Grants Of Probate 175(12)
Introduction
175(1)
Executors
176(1)
Applicants for Grants of Probate
177(1)
Essential Proofs
177(1)
Original Will (and Codicils, if any) and Certified Copies
178(1)
Oath of Executor
179(4)
Inland Revenue Affidavit
183(1)
Corrective Inland Revenue Affidavits
184(2)
Death Certificate
186(1)
Unadministered and Double Probate
186(1)
Chapter 14 Applications For Grants Of Letters Of Administration With Will Annexed 187(10)
Introduction
187(1)
Applicants for Grants under the 1962 Rules
188(1)
Applicants for Grants under the 1986 Rules
189(1)
Essential Proofs
189(1)
Original Will (and Codicils, if any) and Certified Copies
190(1)
Oath of Administrator with Will Annexed
190(2)
Administration Bond
192(2)
Inland Revenue Affidavit
194(1)
Affidavit or Certificate of Market Value
194(1)
Death Certificate
195(2)
Chapter 15 Applications For Grants Of Letters Of Administration Intestate 197(14)
Introduction
197(1)
Applicants for Grants under the 1962 Rules
198(4)
Applicants for Grants under the 1986 Rules
202(2)
Essential Proofs
204(1)
The Oath of Administrator Intestate
204(2)
Administration Bond
206(2)
Inland Revenue Affidavit
208(1)
Affidavit of Market Value or Certificate of Market Value
209(1)
Death Certificate
209(2)
Chapter 16 Applications For Grants By Guardians, Committees And Attorneys 211(22)
Introduction
211(3)
Applications for Grants by Guardians
214(1)
The Guardian of a Minor
215(2)
Applications for a Grant of Letters of Administration with Will Annexed by a Guardian
217(1)
Essential Proofs
217(2)
Applications for a Grant of Letters of Administration Intestate by a Guardian
219(1)
Application for a Grant of Letters of Administration Intestate by a Grandparent as Guardian of a Son/Daughter of the Deceased
220(1)
Applications for Grants by Committees
221(1)
Applications for Grants of Letters of Administration with Will Annexed by a Committee
222(3)
Applications for Grants of Letters of Administration Intestate by a Committee
225(2)
Applications for Grants by Attorneys
227(1)
Applications for a Grant of Letters of Administration with Will Annexed by an Attorney
228(1)
Essential Proofs
228(2)
Applications for a Grant of Letters of Administration Intestate by an Attorney
230(1)
Application by an Attorney for a Grant of Letters of Administration Intestate for the Use and Benefit of the Person Entitled to a Grant Who is Residing out of Jurisdiction
230(3)
Chapter 17 Applications For De Bonis Non Grants 233(10)
Introduction
233(1)
Applications for Grants of Letters of Administration with Will Annexed De Bonis Non
234(1)
Essential Proofs
234(1)
Oath of Administrator with Will De Bonis Non
235(1)
Administration Bond
236(1)
Revenue Forms
237(1)
For Deaths on or after 5 December 2001
237(1)
For Deaths before 5 December 2001
237(1)
Affidavit or Certificate of Market Value
238(1)
Certified Copy of Original Will
239(1)
Surrender of Original Grant
239(1)
Applications for Grants of Letters of Administration Intestate De Bonis Non
239(1)
Essential Proofs
239(3)
Surrender of Original Grant
242(1)
Chapter 18 Caveats And Citations 243(8)
Introduction
243(1)
Caveats
244(4)
Citations
248(3)
Chapter 19 The Administration And Distribution Of Estates 251(18)
Introduction
251(1)
The Administration of Estates
252(5)
The Distribution of Estates
257(3)
The Powers of Personal Representatives
260(5)
The Payment of Income and Interest on Gifts
265(1)
The Liability of Personal Representatives
266(1)
A Solicitor's Duty of Care to Personal Representatives
267(1)
The Accountability of a Solicitor as Executor to Beneficiaries
268(1)
Chapter 20 Probate Motions And Section 27(4) Applications 269(8)
Introduction
269(1)
Ex Parte Motions
270(1)
Notice of Motion
270(2)
Grounding Affidavits
272(1)
Section 27(4) Applications
272(2)
The Appointment of an Administrator Ad Colligenda Bona
274(1)
The Appointment of an Administrator Ad Litem
274(1)
The Appointment of an Administrator Pendente Lite
275(2)
Chapter 21 Probate And Administration Actions And Costs 277(16)
Introduction
277(1)
Probate Actions
278(2)
Administration Actions
280(4)
Circuit Court Proceedings
284(1)
Costs Generally
285(2)
Costs in Probate Actions
287(2)
Costs in Administration Actions
289(4)
Chapter 22 The Construction Of Wills 293(22)
Introduction
293(2)
The Testator's Intention
295(2)
The Lowry Principles
297(1)
The Ordinary Meaning Rule
298(1)
The Technical Meaning Rule
299(1)
The Falsa Demonstratio Rule
300(3)
Section 75 of the Succession Act 1965
303(1)
Section 96 of the Succession Act 1965
303(1)
Section 99 of the Succession Act 1965
304(1)
Conditional Wills and Jeune Criteria
305(3)
Conditional Gifts
308(3)
An Exercise in Construction of a Will
311(4)
Chapter 23 The Limitation Of Actions And Striking Out Of Proceedings 315(12)
Introduction
315(2)
The Periods of Limitation
317(4)
The Recovery of Estates by a State Authority
321(2)
The Doctrine of Relation Back
323(1)
Striking Out Proceedings
324(3)
Chapter 24 Wills Precedents 327(16)
Introduction
327(1)
Specimen Instructions Sheet
328(5)
Precedents Appointing Executors, Trustees and Guardians
333(1)
Testimonium and Attestation Precedents
333(2)
Revocation Precedents
335(1)
Legacies, Devises and Trusts Precedents
336(4)
Codicil Precedents
340(3)
Chapter 25 Probate Precedents 343(26)
Introduction
343(2)
Application for a Grant of Probate by a Sole Executor
345(1)
Application for a Grant of Letters of Administration with Will Annexed by a Residuary Legatee where Executor Predeceased the Testator
346(3)
Application for a Grant of Letters of Administration Intestate by a Husband
349(3)
Application for a Grant of Letters of Administration Intestate by a Surviving Civil Partner
352(2)
Application for a Grant of Probate Where One of Two Executors Renounces
354(2)
Application for a Grant of Letters of Administration with Will Annexed by the Residuary Legatee and Devisee Where a Sole or Surviving Executor Renounces Probate
356(3)
Renunciation by the Person Entitled to Apply for a Grant of Letters of Administration with Will Annexed
359(4)
Application for a Grant of Letters of Administration Intestate by a Son or Daughter Where the Surviving Spouse of the Deceased Renounces
363(3)
Rival Applicants
366(1)
Relevant Legislation/Rules
367(2)
Chapter 26 Succession Act Precedents 369(8)
Introduction
369(1)
Renunciation of the Legal Right by a Spouse
370(1)
A Spouse's Right of Election
370(2)
A Spouse's Right of Appropriation
372(1)
Renunciation of the Legal Right by a Civil Partner
373(1)
A Civil Partner's Right of Election
373(2)
A Civil Partner's Right of Appropriation
375(1)
Specimen Statutory Notice to Creditors under Section 49 of the Succession Act 1965
375(1)
Assent by Personal Representatives to Unregistered Land
376(1)
Index 377