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LPC Law Notes Private Client Notes

Intestate Succession Notes

Updated Intestate Succession Notes

Private Client Notes

Private Client

Approximately 235 pages

A collection of the best LPC Private Client the director of Oxbridge Notes (an Oxford law graduate) could find after combing through twenty-nine LPC samples from outstanding students with the highest results in England and carefully evaluating each on accuracy, formatting, logical structure, spelling/grammar, conciseness and "wow-factor".

In short these are what we believe to be the strongest set of Private Client notes available in the UK this year. This collection of notes is fully updated f...

The following is a more accessible plain text extract of the PDF sample above, taken from our Private Client Notes. Due to the challenges of extracting text from PDFs, it will have odd formatting:

INTESTATE SUCCESSION

Intestacy Rules

S.33 Administration of Estates Act 1925

  • If a person dies intestate, his PRs hold all his property on trust, with a power to sell it

  • Debts and other liabilities together with administration expenses are met from the ‘fund’

  • The residue must then be distributed by the PRs in accordance with the scheme below

If any siblings, half-siblings, aunts and uncles, and half aunts and uncles have already died, their children will inherit their share of the estate.

Personal Chattels –

S.55(1)(X) AEA 1925

“tangible movable property, other than any such property which—

  • consists of money or securities for money, or

  • was used at the death of the intestate solely or mainly for business purposes, or

  • was held at the death of the intestate solely as an investment”

items of personal property such as clothes, jewelry, furniture, etc.

Example:

John has just die without leaving a will. He was a sole trader, and owned a car that he used for travelling to see customers during the week. At weekends and evenings he used the car for normal domestic purposes such as shopping and holidays. Will the car be classified as a personal chattel?

  • Depends on factual usage

  • Take into account what was claimed as a business expense

Spouse/ Civil Partner
  • Will only benefit if they survive the deceased by 28 days

  • Otherwise, the estate will be distributed as if the deceased had not been married or in a civil partnership

Children/
Issue
  • Includes children en ventre sa mere

  • Includes adopted children (who are regarded as brothers and sisters of the whole blood of any other children of an adopting married couple)

  • Includes illegitimate children – see Family Law Reform Acts 1969 & 1987

  • Artificial insemination – s.27 Family Law Reform Act 1987 & s.27 Human...

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