{"id":10619,"date":"2021-08-31T17:30:47","date_gmt":"2021-08-31T16:30:47","guid":{"rendered":"https:\/\/www.franchiselocal.co.uk\/news\/?p=10619"},"modified":"2021-08-31T17:33:30","modified_gmt":"2021-08-31T16:33:30","slug":"a-judge-said-that-courts-couldnt-decide-whether-or-not-a-will-was-fair","status":"publish","type":"post","link":"https:\/\/www.franchiselocal.co.uk\/news\/a-judge-said-that-courts-couldnt-decide-whether-or-not-a-will-was-fair\/","title":{"rendered":"A judge said that courts couldn\u2019t decide whether or not a will was fair"},"content":{"rendered":"Reading Time: <\/span> 2<\/span> minutes<\/span><\/span>

Sometimes, a will isn\u2019t the last word. That\u2019s because there are certain groups of people who can go to court and make a claim on your estate if they feel they\u2019ve been overlooked.<\/h4>\n

That was the situation with brothers Remo, Nino and David Rea, who were largely written out of their mother Anna Rea\u2019s will.<\/p>\n

According to the media, when Anna died in 2016 at the age of 86, she left her \u00a31m London home \u2013 described as \u201cher only effective asset\u201d \u2013 to her daughter Rita.<\/p>\n

Anna was said to have had a soft spot for her daughter, who cared for her during her final years.<\/p>\n

The final copy<\/h4>\n

According to the media, Anna made her final will in December 2015. She wrote:
\n\u201cI give my daughter my property absolutely as she has taken care of me for all these years.<\/em><\/p>\n

I declare that my sons do not help with my care and there have been numerous calls from me but they are not engaging with any help or assistance. My sons have not taken care of me and my daughter Rita has been my sole carer for many years.\u201d<\/em><\/p>\n

Presenting their case<\/h4>\n

The Rea brothers went to the High Court to challenge the will. In court, reported the Mail, they \u201cargued their sister had \u2018poisoned\u2019 their mother\u2019s mind with lies about them before she signed the document.\u201d<\/em><\/p>\n

The court heard that in her previous will, made in 1986, Anna had shared her estate equally between her sons and daughter.<\/p>\n

Wills can be challenged in court, there\u2019s no guarantee of a successful outcome and the Rea brothers lost. Reported the Mail:<\/p>\n

\u201cThe judge has upheld the 2015 will, saying there was no evidence to support their claims and adding that it was not his job to rule whether the will was \u2018fair\u2019, only whether it was valid.\u201d<\/em><\/p>\n

The outcome is that the brothers have been left with only a small inheritance. This could be swallowed up entirely by funeral expenses.<\/p>\n

Making a claim<\/h4>\n

Only certain categories of people can make a legal claim if they don\u2019t agree with a will, as defined by the 1975 Inheritance Act.<\/p>\n

The types of claimants are published on Wikipedia:
\n\u201cThere are categories under which someone can make an Inheritance Act 1975 claim by virtue of their relationship at death with a person who was domiciled in England and Wales.<\/p>\n

These categories are:<\/p>\n

    \n
  • Spouse or civil partner<\/li>\n
  • A former spouse or civil partner who has not remarried or re-partnered<\/li>\n
  • A person living as cohabitant<\/li>\n
  • Child<\/li>\n
  • Someone treated as a child or being financially maintained\u201d<\/li>\n<\/ul>\n

    The requirement for making a claim is that the will fails to make reasonable financial provisions.<\/p>\n

    Such provision can be derived not just from monetary assets but from any others forming part of the estate or which have been disposed of in the six years prior to the death.\u201d
    \nIf you\u2019re concerned that someone might make a claim on your will, get in touch. We can help write a will that makes it as difficult as possible for someone to make a claim on your estate.<\/p>\n

    We can also inform you about another option: a lifetime trust. A trust is managed by trustees on behalf of the beneficiaries.<\/p>\n

    Because the assets held in a trust are no longer owned by you, they\u2019re not passed on via your will. This makes it impossible for anyone to make a claim.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Sometimes, a will isn\u2019t the last word. That\u2019s because there are certain groups of people who can go to court and make a claim on your estate if they feel they\u2019ve been overlooked. That was the situation with brothers Remo, Nino and David Rea, who were largely written out of their mother Anna Rea\u2019s will. […]<\/p>\n","protected":false},"author":8,"featured_media":10622,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[92,240],"tags":[],"class_list":["post-10619","post","type-post","status-publish","format-standard","has-post-thumbnail","category-maplebrook-wills","category-accountancy-and-finance-franchises"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.franchiselocal.co.uk\/news\/wp-content\/uploads\/2021\/08\/Book-and-Pen.jpg","_links":{"self":[{"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/posts\/10619","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/comments?post=10619"}],"version-history":[{"count":0,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/posts\/10619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/media\/10622"}],"wp:attachment":[{"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/media?parent=10619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/categories?post=10619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.franchiselocal.co.uk\/news\/wp-json\/wp\/v2\/tags?post=10619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}