Key Points on Revocation and Alteration of Wills

Overview of Revocation and Alteration of Wills
  • The importance of understanding how a will can be revoked and altered, and how errors can be rectified.
Validity of a Will
  • A will becomes valid once it is executed but its terms do not come into effect until the testator's death.
  • Testators can revoke or amend their wills at any time before death if they are of sound mind.
Methods of Revocation
  1. Subsequent Marriage or Civil Partnership

    • Under Section 18 of the Wills Act 1837, a will is revoked by a later marriage or civil partnership.
    • Exceptions apply if the will was made in contemplation of a specific forthcoming marriage/civil partnership which must include the name of the intended partner.
    • A divorce does not fully revoke the will, but the former spouse is treated as deceased when it comes to interpreting the will (Section 18A).
    • Appointments of former spouses as executors or beneficiaries fail post-divorce unless substitute provisions exist.
  2. Subsequent Will or Codicil

    • A later will or codicil with an express revocation clause revokes earlier wills. Codicils may modify or revoke portions of a will.
  3. Intentional Destruction

    • Defined in Section 20 Wills Act 1837; destruction must be intentional, e.g., burning or tearing.
    • Example: Albert intentionally tears his will and throws it in the fire; this revokes the will.
    • Destruction must demonstrate intent; if done without intent, the will remains valid.
    • The principle applies that "all the destroying in the world without intention will not revoke a will." (Case: Cheese and Love Joy, 1877)
  4. Declaration in Writing

    • A will can be revoked by a written declaration expressing the intent to revoke, executed with the same formalities as the original will (see Section 20).
Doctrine of Dependent Relative Revocation
  • Addresses situations where a testator intended to revoke a will based on the validity of a new will.
  • If the new will is invalid, the prior will may remain effective.
    • Example: In the estate of Davis (1951), the court held that revocation was conditional upon the new will being effective.
Lost or Destroyed Wills
  • If a will is lost or accidentally destroyed, it is possible to probate a copy or reconstruction with court permission.
  • A rebuttable presumption exists that a will in the testator’s possession but not found was destroyed by the testator with intent to revoke.
    • Similarly, a torn or mutilated will raises the presumption of intentional revocation.
Alterations to Wills
  • Governed by Section 21 Wills Act 1837, which states alterations must be executed like a valid will to be effective.
  • The presumption exists that unattested alterations were made post-execution.
    • Example: Cooper and Bockett (1846) illustrates rebutting this presumption with evidence from the will or witnesses.
  • Valid alterations must be signed, while pencil marks may not be valid unless proven otherwise.
  • An alteration made post-execution could be validated by a codicil referencing the changes.
Formalities for Valid Alterations
  • Requires signatures of witnesses beside the alteration, unless the presumption is rebutted.
  • Evidence can include witness affidavits about the presence of unexecuted alterations.
  • Unexecuted alterations typically hold no effect unless proven to be intended as part of the will.
Rectification of Wills
  • Section 20(1) of the Administration of Justice Act 1982 allows courts to rectify wills where clerical errors or misunderstandings misrepresent the testator's intentions.
  • Applications must be made within six months of the grant but the court might extend the timeline.
Summary of Key Points
  • Revoking a will can occur via marriage, subsequent wills, or intentional destruction.
  • Section 21 outlines how alterations affect a will's validity, requiring executed alterations to be acknowledged by the testator.
  • The court has the power to rectify wills under certain conditions to align with the testator's true intentions.
Conclusion
  • Understanding revocation and alterations of wills is crucial for ensuring the testator's intentions are honored after their death.