{"id":3487,"date":"2021-07-18T11:51:26","date_gmt":"2021-07-18T11:51:26","guid":{"rendered":"https:\/\/rfblegal.co.uk\/?post_type=insight&p=3487"},"modified":"2025-07-01T13:13:49","modified_gmt":"2025-07-01T13:13:49","slug":"un-testament-peut-il-annuler-mes-accords-anterieurs","status":"publish","type":"insight","link":"https:\/\/rfblegal.co.uk\/fr\/perspectives\/un-testament-peut-il-annuler-mes-accords-anterieurs\/","title":{"rendered":"Un testament peut-il annuler mes accords ant\u00e9rieurs ?"},"content":{"rendered":"

Dans la plupart des cas, la r\u00e9daction d'un testament signifie que vos affaires sont enfin mises en ordre. Zyginta Urbonaite, avocate au sein du d\u00e9partement Private Client, explique comment deux d\u00e9cisions de justice r\u00e9centes rappellent que votre testament peut avoir un impact sur les dispositions fiduciaires prises plusieurs ann\u00e9es auparavant.<\/p>\n\n\n\n

L'affaire Equiom v Velarde concernait le testament de Patricia Moores et le trust cr\u00e9\u00e9 par son p\u00e8re, fondateur de l'empire Littlewoods en 1949.<\/p>\n\n\n\n

Mme Moores avait re\u00e7u un pouvoir de nomination sur les actifs du trust. Ce pouvoir pouvait \u00eatre exerc\u00e9 par un acte r\u00e9vocable ou irr\u00e9vocable, ou par un testament ou un codicille. Mme Moores a exerc\u00e9 ce pouvoir par un acte r\u00e9vocable en 1981 pour diviser le fonds, \u00e0 compter de son d\u00e9c\u00e8s, en trois fonds distincts au profit de ses trois enfants, Christian, Rebecca et Matthew. En 1997, elle a fait un autre acte de nomination r\u00e9voquant la nomination faite en 1981 et divisant le fonds fiduciaire, \u00e0 compter de son d\u00e9c\u00e8s, entre Christian et Rebecca.<\/p>\n\n\n\n

Mme Moores a r\u00e9dig\u00e9 son testament en 2007 avec le m\u00eame cabinet d'avocats qui avait pr\u00e9par\u00e9 les deux actes de nomination, laissant sa succession \u00e0 parts \u00e9gales entre ses trois enfants. Apr\u00e8s son d\u00e9c\u00e8s, Matthew a pr\u00e9tendu que le testament avait \u00e9galement r\u00e9voqu\u00e9 l'acte de nomination de 1997, de sorte qu'il recevrait \u00e9galement un tiers du fonds fiduciaire.<\/p>\n\n\n\n

Il s'est appuy\u00e9 sur la clause suivante du testament :<\/p>\n\n\n\n

\u201cJe l\u00e8gue, d\u00e9die, l\u00e8gue et attribue la totalit\u00e9 de mes biens immobiliers et le reste de mes biens personnels, o\u00f9 qu'ils soient situ\u00e9s et de quelque nature qu'ils soient, dont je serai saisi, que je poss\u00e9derai ou auxquels j'aurai droit \u00e0 la date de mon d\u00e9c\u00e8s, ou sur lesquels j'aurai un quelconque pouvoir de disposition testamentaire ...\u201d.\u201d<\/em><\/p>\n\n\n\n

Le tribunal a estim\u00e9 que cette clause r\u00e9voquait la d\u00e9signation de 1997 et proc\u00e9dait \u00e0 une nouvelle d\u00e9signation du fonds en faveur des trois enfants de Mme Moore, \u00e0 parts \u00e9gales. En effet, le juge a consid\u00e9r\u00e9 que Mme Moore connaissait son pouvoir de nomination en vertu du r\u00e8glement lorsqu'elle a r\u00e9dig\u00e9 son testament et qu'une r\u00e9f\u00e9rence inhabituelle \u00e0 l'inclusion de tout bien sur lequel Mme Moores avait un quelconque pouvoir de disposition testamentaire prouvait l'intention de Mme Moores d'exercer un pouvoir de nomination.<\/p>\n\n\n\n

Dans l'affaire Mattingley c. Bugeja, le tribunal a examin\u00e9 si Kim Mattingley avait convenu avec sa s\u0153ur Karen Bugeja que, sous r\u00e9serve du droit de sa m\u00e8re de continuer \u00e0 vivre dans sa propri\u00e9t\u00e9 de son vivant, 26,625% serait d\u00e9tenu par Karen en fiducie pour Anabel, la fille de Kim, apr\u00e8s son d\u00e9c\u00e8s.<\/p>\n\n\n\n

Le p\u00e8re d'Anabel a t\u00e9moign\u00e9 que Kim en avait discut\u00e9 avec lui et Anabel a affirm\u00e9 que Karen avait promis de conserver cette part pour elle lors d'une conversation avec Kim \u00e0 laquelle elle \u00e9tait pr\u00e9sente.<\/p>\n\n\n\n

Cependant, le testament de Kim laissait l'int\u00e9gralit\u00e9 de ses int\u00e9r\u00eats dans la propri\u00e9t\u00e9 \u00e0 Karen et ne mentionnait pas qu'une provision devait \u00eatre faite sur la propri\u00e9t\u00e9 pour Anabel. Le tribunal a estim\u00e9 que le testament de 2016 exprimait les derni\u00e8res volont\u00e9s de la d\u00e9funte et que rien n'indiquait que Kim avait cr\u00e9\u00e9 une fiducie secr\u00e8te pour la propri\u00e9t\u00e9. Le tribunal a soulign\u00e9 que la d\u00e9funte avait eu de nombreuses occasions d'inclure dans son testament des dispositions relatives \u00e0 la propri\u00e9t\u00e9 pour Anabel. Bien qu'il ait \u00e9t\u00e9 admis que les communications entre Kim et ses avocats indiquaient que Kim souhaitait que Karen prenne finalement des dispositions pour Anabel \u00e0 partir de la propri\u00e9t\u00e9, la mani\u00e8re vague dont cela avait \u00e9t\u00e9 exprim\u00e9 n'\u00e9tait pas suffisante pour annuler les termes du testament.<\/p>\n\n\n\n

Ces r\u00e9centes d\u00e9cisions de justice soulignent l'importance de r\u00e9fl\u00e9chir \u00e0 ce qu'il adviendrait de tous vos biens lorsque vous exprimez vos derni\u00e8res volont\u00e9s dans votre testament. Si vous \u00eates pr\u00e9occup\u00e9 par l'impact que votre testament pourrait avoir par rapport aux dispositions que vous avez prises pr\u00e9c\u00e9demment, veuillez contacter un membre du d\u00e9partement \"Private Client\" \u00e0 l'adresse suivante\u00a0privateclient@rfblegal.co.uk<\/a><\/em><\/strong><\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

Publi\u00e9 : 18 f\u00e9vrier 2022<\/strong><\/em><\/p>","protected":false},"author":1,"featured_media":3489,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-3487","insight","type-insight","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"yoast_head":"\nCan a Will cancel my previous agreements? - RFB Legal<\/title>\n<meta name=\"description\" content=\"In most cases, making a Will means that your affairs are finally put in order. 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