Interpretation and Rectification Flashcards

1
Q

When will extrinsic evidence be allowed?

A

Part of will is meaningless

Language is ambiguous

Evidence other than evidence of testators intention shows that language used is ambiguous considering circumstances

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2
Q

What is rectification?

A

When court fixes a will

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3
Q

Is rectification ever changing the meaning of a will?

A

No, only changing the language to reflect the true intention/meaning

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4
Q

What is the deadline to apply for rectification?

A

6mo after grant of probate

OR require court permission

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5
Q

Who has burden of proof for rectification?

A

Person seeking the rectification

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6
Q

What errors can be rectified according to s.20?

A

Clerical

Failure to understand drafters instructions

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7
Q

What is a specific gift?

A

My car

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8
Q

What is a general gift?

A

300 shares in British Gas

500$ from my estate

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9
Q

What is a demonstrative gift?

A

500$ from my TD bank account

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10
Q

What is a pecuniary gift?

A

General gift of money not specified from where

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11
Q

What is residuary gift?

A

Everything that is left over

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12
Q

What happens if a gift fails?

A

Goes to residuary

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13
Q

What happens if residuary gift fails?

A

Intestacy/partial

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14
Q

What 3 things must be certain for a gift not to fail?

A

Intention (meaning of words)

Subject matter (the items)

Objects (who are the beneficiaries)

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15
Q

What is ademption?

A

When a gift is destroyed, lost or lawfully changes hands before death

fails

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16
Q

If gift adeems can beneficiary have compensation?

17
Q

When will a gift of shares adeem?

A

Change in substance, no longer same shares in same company or company exchanged debentures with new ones

18
Q

When will shares NOT adeem?

A

Liquidation and amalgamation with new company

Changed name of company

Subdivided existing shares

19
Q

In what 4 cases will ademption NOT occur

A
  • court interprets gift as general or demonstrative
  • subject was disposed of without authority
  • property not changed in substance
  • clause to avoid ademption
20
Q

What is abatement?

A

The order in which assets are applied by the executors

21
Q

When does the will ‘speak from’

A

Date of death – ‘my car’ (as it is on date of death)

22
Q

For what do wills speak from the date of execution?

A

With reference to a beneficiary

‘eldest child of mark’ will = the oldest child at date of execution

23
Q

If testator dies and property is destroyed at the same time, is property said to have been destroyed before or after death?

A

Before – adeems

24
Q

What happens if a beneficiary dies before the testator?

A

Gift fails and goes to residue

25
How can you avoid problems stemming from beneficiaries dying?
Class gifts Joint tenants/in common
26
What happens when beneficiary dies and was inheriting as 'in common'
Their 50% share or whatever goes to residue
27
What happens when beneficiary dies and was inheriting as joint?
Rule of survivorship
28
Difference in language between a clause for in common and joint?
500$ to both Adam and Eve - joint 500% to Adam and Eve, split 50/50 between them - common
29
How can you ensure an in common gift will pass with survivorship?
Draft: gift should be taken in equal shares or by the survivor absolutely
30
If 2 people die together, who is deemed to die first?
The older one
31
What happens if you gift to your child, then they predecease you?
Split equally amongst your grandchildren Can also be grandchild who died to great grand children etc
32
If there is an absolute gift to both spouse and issue by mistake, who takes precedence?
Spouse
33
What is the presumption regarding gifts to an executor?
That the gift is conditional upon them having acted as an executor Does not apply to gifts of residue
34
What is the doctrine of cy-pres
If a gift to a particular charity is not clear, can give it to another one with the same charitable intention