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
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.
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.
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)
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.