Judgment: 2023-07-03 · Court archive

High Court rules estate house and land pass to niece under will

A judge construed two conflicting residue clauses in a homemade will, finding that the second would apply only if the named beneficiary had died before the testator.

High Court · [2023] IEHC 383

Who, what, where, when and why

Who
  • Fiona Murphy
  • Mollie
  • Siobhán Stack (Judge)
What

A judge construed two conflicting residue clauses in a homemade will, finding that the second would apply only if the named beneficiary had died before the testator.

Where

No place detail is included in this summary.

When

Judgment:

Other dates in the report
  • 4 October 2019

    The decision came in a special summons brought by three beneficiaries named in a separate clause of the will, who asked the court to resolve what they said were contradictory and unclear provisions. The will, dated 4 October 2019, was drawn up by Fiona Murphy using an internet template. Its valid execution was not disputed.

Why

Reasons reported in the judgment

The High Court has ruled that the residue of William John Murphy’s estate passes to his niece, Fiona Murphy, under his will, and that a clause naming her daughter as an alternative beneficiary has no effect because Fiona is alive. The court found that the will did not create a total or partial intestacy.

The High Court has ruled that the residue of William John Murphy’s estate passes to his niece, Fiona Murphy, under his will, and that a clause naming her daughter as an alternative beneficiary has no effect because Fiona is alive. The court found that the will did not create a total or partial intestacy.

The decision came in a special summons brought by three beneficiaries named in a separate clause of the will, who asked the court to resolve what they said were contradictory and unclear provisions. The will, dated 4 October 2019, was drawn up by Fiona Murphy using an internet template. Its valid execution was not disputed.

The main issue was the treatment of the estate residue. One clause left it to Fiona; a later clause, headed “Wipeout Provision”, allocated all of it to her daughter, Mollie, if she was alive. The plaintiffs argued that the clauses conflicted and should be treated as void, which could have left the estate’s main asset to be distributed under intestacy rules.

Justice Siobhán Stack interpreted the later clause as a substitute gift that would take effect if Fiona had died before the testator. She said the will’s overall scheme supported the residue passing to Fiona or her family, and the heading helped resolve the apparent contradiction. Fiona’s evidence about the testator’s instructions supported that interpretation, but the judge said she did not need to rely on it because the will’s terms were sufficiently clear.

The judge also ruled that a separate clause giving “any moneys” to nine nieces and nephews was not a residuary gift. In this case, it applied to the balance in the deceased’s credit union account at death, stated as €298 after a nomination in favour of the executor. The judgment said the named beneficiaries would receive no benefit because that sum would be absorbed by funeral expenses. The house and surrounding lands, valued at approximately €335,000, were not “moneys” under that clause.

The court’s conclusion was that the credit union balance, after funeral expenses, should be distributed under the money clause; the residue should pass to Fiona under the clause naming her; and the daughter’s substitute clause had no effect. The judge said this interpretation should allow the executor to proceed with distribution, while leaving open whether the final order should record answers to some or all of 22 questions posed by the executor. The judgment does not state the terms of that later order.

Read the original court judgment

Something looks wrong?

Highlight the relevant passage or flag this article for review. Review requests do not immediately change the report.

Email a correction request

Request a review