Wills, intestacy, probate, and inheritance tax.
Introduction to Wills and Intestacy
Validity of wills, testamentary capacity, formal requirements, and intestacy rules
Drafting and Executing Wills
Will drafting, clauses, and execution procedures
Alterations, Revocation and Revival
Changing and revoking wills, revival of revoked wills
Interpretation of Wills
Construing wills, failed gifts, and ademption
Grants of Representation
Probate, letters of administration, and application procedures
Administration of Estates
Personal representatives' duties and estate administration
Inheritance Tax
IHT on lifetime transfers and death, exemptions and reliefs
Claims, Trusts and Post-Administration
1975 Act claims, consequent trusts, and beneficiary rights
Try before you buy
Real SBA questions from the Wills and Administration of Estates bank, with the full explanation. The paid bank covers all 8 topics and difficulty levels.
A man signs his will at his kitchen table in front of two neighbours, who both watch him sign. The first neighbour signs the will as a witness there and then, in the room with him. The second neighbour is called back to her own house for a few minutes and returns after the first neighbour has gone home. She then signs the will at the same table while the man sits watching her. The will is in order in every other respect.
Is the will validly executed, given that the second neighbour signed after the first had left?
A man makes a will leaving £5,000 to his next-door neighbour, £20,000 to his sister and the rest of his estate to his daughter. He signs it in front of the neighbour and the neighbour's adult son, who are the only other people there. Both of them then sign the will as witnesses while he watches. Nothing else about the execution is open to question. After the man's death the neighbour asks his executors to pay her the £5,000.
Can the neighbour claim the £5,000 legacy given to her by the man's will?
A soldier aged 17 is deployed on operations overseas with his regiment. Before going out on patrol he writes out a short document giving everything he owns to his younger sister, signs it, and has two other soldiers sign it after watching him sign. He is killed two days later. His mother, who would take his estate had he died without a will, says the document can have no effect because her son was still a minor when he made it.
What advice should the sister be given about the validity of the document?
A man instructs a solicitor to prepare his will. Asked what he owns, he lists his house, the workshop behind it, a van, two savings accounts and a pension, leaving nothing out. He cannot say what any of them is worth, and when asked to estimate he puts the whole estate at about £200,000. It is in fact worth close to £700,000, most of the difference being the rise in the value of his house. He is otherwise alert and answers every question clearly.
Does the man understand the extent of his property, as testamentary capacity requires?
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