Preface |
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vii | |
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xvii | |
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xxv | |
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Chapter 1 The Execution Of Wills |
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1 | (36) |
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1 | (1) |
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The Rules of Execution of Wills |
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2 | (1) |
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Section 81 of the Succession Act 1965 |
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3 | (1) |
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The Beamish Propositions of Knowledge and Approval |
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3 | (1) |
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Rules Relating to Alterations of Wills |
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3 | (1) |
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Rules Relating to Incorporation of Documents |
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4 | (1) |
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The Validity of Signing by Initials or Mark |
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4 | (2) |
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The Validity of an Assisted Signature |
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6 | (1) |
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The Validity of Signing by Direction |
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7 | (1) |
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The Validity of an Acknowledged Signature |
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7 | (3) |
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The Validity of Signing by Direction or Acknowledgment |
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10 | (1) |
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Acknowledgment of a Document as a Will |
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11 | (1) |
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The Validity of Signing by a Witness with a Rubber Stamp |
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12 | (1) |
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The Position of Signatures of Witnesses |
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13 | (1) |
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Where a Will Consists of Several Pages Pinned Together |
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14 | (1) |
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Where Pages are Not Pinned Together |
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15 | (2) |
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The Presence of Witnesses |
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17 | (1) |
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The Principle of Knowledge and Approval |
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17 | (10) |
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27 | (4) |
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Omnia Praesumuntur Rite et Solemniter Esse Acta |
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31 | (2) |
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33 | (4) |
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Chapter 2 Testamentary Capacity And Undue Influence |
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37 | (18) |
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37 | (2) |
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The Determining Principles of Testamentary Capacity |
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39 | (1) |
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Testamentary Capacity and Knowledge and Approval |
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39 | (8) |
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The Banks v Goodfellow Test |
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47 | (1) |
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There is No Presumption of Undue Influence in Probate Law |
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48 | (1) |
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Inadvisable to Plead Undue Influence on the Basis of a Suspicion Only |
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49 | (2) |
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51 | (4) |
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Chapter 3 The Revocation And Revival Of Wills |
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55 | (32) |
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55 | (1) |
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Statutory Methods of Revocation of Wills |
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56 | (1) |
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Statutory Methods of Revival of Wills |
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57 | (1) |
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The Judicial Doctrine of Dependent Relative Revocation |
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57 | (1) |
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A Will Made in Contemplation of Marriage |
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57 | (3) |
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A Valid Subsequent Marriage |
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60 | (3) |
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Evidence of Contemplation Required |
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63 | (2) |
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The Nature of the Contemplation in English Law |
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65 | (1) |
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Revocation by Two Partly Inconsistent Wills |
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66 | (2) |
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Evidence of Revocation by a Subsequent Will |
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68 | (3) |
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The Testator's Instructions Revoking a Former Will |
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71 | (1) |
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A Letter Declaring an Intention to Revoke |
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72 | (1) |
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Wills of the Same Date Containing Revocation Clauses |
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72 | (1) |
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73 | (1) |
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Dependent Relative Revocation |
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74 | (3) |
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77 | (6) |
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83 | (4) |
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Chapter 4 Class Gifts And Powers Of Appointment |
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87 | (107) |
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87 | (1) |
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88 | (1) |
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The Principles of Powers of Appointment |
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89 | (1) |
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The Objects of a Class Gift |
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90 | (1) |
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Application of the Class-Closing Rules |
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91 | (2) |
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The Exercise of Powers of Appointment |
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93 | (4) |
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A Power in the Nature of a Trust |
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97 | (2) |
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99 | (2) |
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Chapter 5 The Legal Right Of Spouses And Civil Partners And Section |
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101 | (1) |
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Applications By Qualified Cohabitants |
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101 | (1) |
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101 | (2) |
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Succession Act Provisions |
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103 | (1) |
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Other Relevant Statutory Provisions |
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104 | (3) |
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The Legal Right of a Surviving Spouse |
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107 | (4) |
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111 | (1) |
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The Quality of the Legal Right |
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112 | (2) |
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The Loss of Legal Right by Desertion |
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114 | (2) |
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The Vesting of the Legal Right |
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116 | (2) |
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The Valuation Date for the Purposes of Appropriation under s.56 of the 1965 Act |
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118 | (4) |
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122 | (5) |
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Chapter 6 Section 117 Applications |
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127 | (26) |
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127 | (1) |
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128 | (1) |
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The Additional Finlay Principle |
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128 | (1) |
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129 | (1) |
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130 | (1) |
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The Moral Duty of a Testator |
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131 | (1) |
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A High Onus of Proof on the Applicant |
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131 | (2) |
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133 | (2) |
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The Maxim Equality is Equity is Not Applicable to Section 117 |
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135 | (1) |
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The Misbehaviour of a Child |
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136 | (2) |
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Discharging the Moral Duty |
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138 | (1) |
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Balancing the Circumstances and Needs of Children |
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139 | (1) |
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140 | (1) |
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A Prudent and Just Parent |
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141 | (3) |
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The Time Limits for Section 117 Applications |
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144 | (3) |
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The First Taking Out of a Grant |
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147 | (3) |
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150 | (3) |
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Chapter 7 Unworthiness To Succeed And Disinheritance |
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153 | (18) |
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153 | (1) |
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Succession Act Provisions |
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154 | (1) |
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Section 120(1) of the Succession Act and Admissibility of Evidence of a Conviction in Subsequent Civil Proceedings |
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155 | (3) |
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The Applicability of Section 120 of the Succession Act 1965 to Cases Involving an Unworthy Potential Successor who has Rights Arising Out of a Joint Tenancy |
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158 | (4) |
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The Time Limits for Making a Section 121 Application |
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162 | (2) |
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The Interaction between s.117(6) and s.121 of the Succession Act 1965 |
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164 | (1) |
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The Meaning of Disposition |
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165 | (2) |
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167 | (4) |
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Chapter 8 The Construction Of Wills |
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171 | (32) |
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171 | (1) |
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172 | (1) |
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Statutory Rules of Construction |
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173 | (2) |
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Principles of Construction |
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175 | (2) |
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The Adoption of the Lowry Principles |
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177 | (14) |
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A Gift Made Subject to a Condition |
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191 | (1) |
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Admissible Extrinsic Evidence |
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192 | (9) |
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201 | (2) |
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Chapter 9 The Issue Of Costs |
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203 | (14) |
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203 | (1) |
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204 | (1) |
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The Kearns' Test of Reasonability |
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204 | (1) |
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204 | (1) |
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The Issue of Costs in Probate Actions |
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205 | (7) |
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The Issue of Costs in Administration Actions |
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212 | (2) |
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214 | (3) |
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Chapter 10 Equitable Concepts And Doctrines |
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217 | (12) |
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217 | (1) |
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The Prerequisites of Proprietary Estoppel |
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218 | (1) |
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The Concept of a Detriment |
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218 | (1) |
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The Concept of a Proprietary Estoppel |
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218 | (4) |
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The Equitable Doctrine of Satisfaction |
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222 | (2) |
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The Concept of the Secret and Half-Secret Trust |
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224 | (1) |
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The Concept of a `New Model' Constructive Trust |
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225 | (1) |
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226 | (3) |
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Chapter 11 Foreign Elements |
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229 | (26) |
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229 | (1) |
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Part VIII of the Succession Act 1965 |
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230 | (1) |
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231 | (1) |
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232 | (1) |
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232 | (1) |
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Domicile Determined by the Lex Fori |
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233 | (4) |
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Appeal to the Supreme Court on the Issue of Costs |
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237 | (1) |
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Revocation of Wills by Subsequent Marriage with a Foreign Element |
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238 | (2) |
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2012 Probate Office Updates Regarding Foreign Grants |
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240 | (2) |
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Main Features of Regulation (EU) No 650/2012 |
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242 | (10) |
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252 | (3) |
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Chapter 12 A Duty Of Care, Accountability And Privilege |
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255 | (14) |
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255 | (1) |
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Principles of Professional Liability |
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256 | (1) |
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The Lavan Criteria of Privilege |
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257 | (1) |
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A Duty of Care to Intended Beneficiaries |
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258 | (1) |
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The Accountability of a Solicitor as Executor to Beneficiaries |
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259 | (3) |
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262 | (1) |
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A Solicitor's Duty to Personal Representatives and Potential s. 117 Applicants |
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263 | (1) |
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264 | (3) |
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267 | (2) |
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Chapter 13 Gifts Taking Effect On Death |
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269 | (10) |
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269 | (1) |
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The Prerequisites of a Donatio Mortis Causa |
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270 | (1) |
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The Contract between Joint Account Holders and Banks |
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271 | (1) |
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The Donatio must be Made in Contemplation of Death |
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271 | (1) |
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A Donatio Made in Contemplation of Suicide |
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272 | (1) |
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A Donatio is Conditional on Death |
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272 | (1) |
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Delivery of the Subject Matter of the Donatio |
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273 | (1) |
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The Onus of Proof Rests on the Donee |
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274 | (1) |
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Devolution of Joint Bank Accounts |
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275 | (1) |
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Devolution of Joint Bank Accounts and Set-Offs |
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276 | (1) |
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277 | (2) |
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Chapter 14 The Validity Of Proceedings |
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279 | (20) |
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279 | (2) |
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Principles of Capacity of Administrators |
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281 | (1) |
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Laffoy Indicators of Proceedings Potentially Vexatious and Abuse of Process |
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281 | (1) |
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The Capacity of an Administrator to Institute or Defend Proceedings |
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282 | (3) |
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Striking Out Proceedings for Inordinate and Inexcusable Delay |
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285 | (4) |
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Striking Out Vexatious Proceedings and Abuse of Process |
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289 | (1) |
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289 | (1) |
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290 | (2) |
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The Purpose of Entering a Caveat |
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292 | (2) |
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294 | (3) |
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297 | (2) |
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Chapter 15 The Limitation Of Actions |
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299 | (26) |
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299 | (2) |
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301 | (1) |
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Section 9(2)(b) of the Civil Liability Act 1961 |
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301 | (7) |
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The Survival of a Cause of Action for the Benefit of a Deceased Person's Estate |
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308 | (1) |
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The Concept of Adverse Possession |
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309 | (7) |
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The Limitation Period for Personal Representatives to Bring Actions on Behalf of the Estate |
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316 | (2) |
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The Limitation Period and a State Authority |
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318 | (4) |
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322 | (3) |
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Chapter 16 The Decision-Making Powers Of The Courts |
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325 | (18) |
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325 | (2) |
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A Constructive Interpretation of Section 9(2)(b) of the Civil Liability Act 1961 |
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327 | (6) |
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A Constructive Interpretation of Common Law Rules |
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333 | (1) |
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A Constructive Interpretation of Section 10 of the Succession Act |
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334 | (3) |
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337 | (2) |
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339 | (1) |
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An Illustration of an Overruling Precedent |
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340 | (3) |
Index |
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343 | |