Equity Trustees Ltd v Levin

Case

[2004] VSC 203

26 May 2004


Details
AGLC Case Decision Date
Equity Trustees v Levin [2004] VSC 203 [2004] VSC 203 26 May 2004

CaseChat Overview and Summary

Equity Trustees Ltd applied for a grant of probate of a will, which was a photocopy of the original handwritten will. The will contained handwritten alterations, and the issue before the court was whether these alterations expressed the deceased's testamentary intentions. The court had to decide whether the alterations constituted a note or memorandum of intended instructions and inter vivos gifts under the Wills Act 1997 (Vic) s 9.

The court examined the alterations to determine if they expressed the deceased's testamentary intentions. It found that the alterations did not constitute a note or memorandum of intended instructions and inter vivos gifts. The court held that the alterations did not express the deceased's testamentary intentions, and therefore, probate should be granted in respect of the unaltered will.

The court granted probate in respect of the unaltered will and dismissed the application for a grant of probate of the altered will. The court held that the alterations did not constitute a note or memorandum of intended instructions and inter vivos gifts, and therefore, the unaltered will should be admitted to probate. The court's decision was based on the evidence presented and the applicable law.
Details

Areas of Law

  • Succession Law

Legal Concepts

  • Wills Act 1997 (Vic) s 9

  • Testamentary Intentions

  • Inter Vivos Gifts

Actions
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Cases Citing This Decision

110

Hatsatouris v Hatsatouris [2001] NSWCA 408
The Estate of Walter Ostro [2021] NSWSC 495
Cases Cited

3

Statutory Material Cited

0

Hatsatouris v Hatsatouris [2001] NSWCA 408
Bell v Crewes [2011] NSWSC 1159
Re Trethewey [2002] VSC 83