Testamentary Freedom and Validity of Wills

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Equity Essay Legislation and case law has been evolving throughout history surrounding testamentary promises. The attitudes of the courts have ebbed and flowed towards claims testing the validity of a will. New Zealand was the first country in the commonwealth jurisdiction to enact a family protection act, the Testators Family Maintenance Act 1900. Although legislation has changed considerably since the incorporation of the first act, the central concept has remained essentially unchanged. There are three main statutes in New Zealand governing family protection and testamentary promises, Property (relationships) Act 1976, Law Reform (Testamentary Promises) Act 1949 and the Family Protection Act 1955. This essay will explore these statutes and the cases in which reflect the courts attitude towards these. The writer will critically analyse the “attack against testamentary freedom” from all sides. The Law Reform (Testamentary Promises) Act 1949 The Law Reform (Testamentary Promises) Act 1949 (“Testamentary Promises Act”) is “an act to make better provision for the enforcement of promises to make testamentary provision in return for services rendered.” A claim will be made under the Testamentary Promises where the claimant has performed unpaid services or work for the deceased in return for a provision in their will. Although this may seem like a straightforward contractual issue, and often a claimant can indeed make a claim under the Contractual Remedies Act, there are some circumstances in which a testamentary promise did not give rise to a contractual duty and therefore a claim under the Testamentary Promises Act is appropriate. The courts have set out that the Testamentary Promises Act is for both contractual and moral clai... ... middle of paper ... ...n of the Power of Disposition by Will Bill 1896 Family Protection Act 1955 s3(1) Family Protection Act 1955 s3(1)(d) Family Protection Act 1955 s3(1)(c) Family Protection Act 1955 s3(1A) Allaradice v Allaradice (1909) 29 NZLR 959 at 973 per Edwards J. Allaradice v Allaradice (1909) 29 NZLR 959 at 973 per Edwards J. Re Rush (1901) 20 NZLR 249 (SC) at 253 per Edwards J. Law of Family Protection and Testamentary Promises, Bill Patterson, (4th ed.)Lexis Nexus, 2013, Wellington at 14. Re McGregor (dec’d) [1961] NZLR 1077 (CA). Re McGregor (dec’d) [1961] NZLR 1077 (CA) at 1098. Allardice v Allardice (1910) 29 NZLR 959 (CA). Allardice v Allardice (1910) 29 NZLR 959 (CA) at 972. Property (Relationships) Act 1976 s1C Property (Relationships) Act 1976 s55(1). Property (Relationships) Act 1976 s61(3). Property (Relationships) Act 1976 s88(2).

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