Will challenge by neighbour succeeds
A neighbour was awarded $200,000 out of an estate valued at $1.7 million, in the recent Supreme Court case of Unger v Sanchez.
You might be shocked to read that a neighbour can make a successful claim against an estate, but the case illustrates the principles that apply in
Each Will dispute case is decided on its own facts. This case had a complex set of facts. In summary, the neighbour’s claim was primarily made on the basis that during the last years of the lives of the deceased and her husband, the neighbour adopted the role of carer and guardian to both of them, and during that period she formed a close personal relationship with them so that they regarded her as their adopted daughter.
The deceased did not have any children or any family in
The category of claimants who can challenge a Will in
The challenge is working out who this might be and then adequately providing for them.
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Author: Paul Watkins, Accredited Wills & Estates Specialist