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Inheritance (Provision for Family and Dependants) Act 1975

Current text a fecha 2005-12-05

Application for financial provision from deceased's estate

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that person may apply to the court for an order under section 2 of this Act on the ground that the disposition of the deceased’s estate effected by his will or the law relating to intestacy, or the combination of his will and that law, is not such as to make reasonable financial provision for the applicant.

Powers of court to make orders

2

on the civil partners (including such a settlement made by will), the variation being for the benefit of the surviving civil partner, or any child of both the civil partners, or any person who was treated by the deceased as a child of the family in relation to that civil partnership.

or may provide for the amount of the payments or any of them to be determined in any other way the court thinks fit.

Matters to which court is to have regard in exercising powers under s. 2

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The court shall, in addition to the matters specifically mentioned in paragraphs (a) to (f) of that subsection, have regard to—

. . . In the case of an application by the wife or husband of the deceased, the court shall also, unless at the date of death a decree of judicial separation was in force and the separation was continuing, have regard to the provision which the applicant might reasonably have expected to receive if on the day on which the deceased died the marriage, instead of being terminated by death, had been terminated by a decree of divorce.

In the case of an application by the civil partner of the deceased, the court shall also, unless at the date of the death a separation order under Chapter 2 of Part 2 of the Civil Partnership Act 2004 was in force and the separation was continuing, have regard to the provision which the applicant might reasonably have expected to receive if on the day on which the deceased died the civil partnership, instead of being terminated by death, had been terminated by a dissolution order.

Time-limit for applications

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An application for an order under section 2 of this Act shall not, except with the permission of the court, be made after the end of the period of six months from the date on which representation with respect to the estate of the deceased is first taken out.

Interim orders

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the court may order that, subject to such conditions or restrictions, if any, as the court may impose and to any further order of the court, there shall be paid to the applicant out of the net estate of the deceased such sum or sums and (if more than one) at such intervals as the court thinks reasonable; and the court may order that, subject to the provisions of this Act, such payments are to be made until such date as the court may specify, not being later than the date on which the court either makes an order under the said section 2 or decides not to exercise its powers under that section.

Variation, discharge etc. of orders for periodical payments

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and any such property as is mentioned in paragraph (a) or (b) above is in subsections (2) and (5) above referred to as “relevant property”.

Payment of lump sums by instalments

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Property available for financial provision

Property treated as part of " net estate "

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Property held on a joint tenancy

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Powers of court in relation to transactions intended to defeat applications for financial provision

Dispositions intended to defeat applications for financial provision

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then, subject to the provisions of this section and of sections 12 and 13 of this Act, the court may order the donee (whether or not at the date of the order he holds any interest in the property disposed of to him or for his benefit by the deceased) to provide, for the purpose of the making of that financial provision, such sum of money or other property as may be specified in the order.

the court may exercise in relation to the person to whom or for the benefit of whom that other disposition was made the powers which the court would have had under subsection (2) above if the original application had been made in respect of that other disposition and the court had been satisifed as to the matters set out in paragraphs (a), (b) and (c) of that subsection; and where any application is made under this subsection, any reference in this section (except in subsection (2)(b)) to the donee shall include a reference to the person to whom or for the benefit of whom that other disposition was made.

but, subject to these exceptions, includes any payment of money (including the payment of a premium under a policy of assurance) and any conveyance, assurance, appointment or gift of property of any description, whether made by an instrument or otherwise.

Contracts to leave property by will

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then, subject to the provisions of this section and of sections 12 and 13 of this Act, the court may make any one or more of the following orders, that is to say—

Provisions supplementary to ss. 10 and 11

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but the court shall not have power under the said section 10 or 11 to make an order in respect of any property forming part of the estate of the donee which has been distributed by the personal representative; and the personal representative shall not be liable for having distributed any such property before he has notice of the making of an application under the said section 10 or 11 on the ground that he ought to have taken into account the possibility that such an application would be made.

Provisions as to trustees in relation to ss. 10 and 11

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the powers of the court under the said section 10 or 11 to order that trustee to provide a sum of money or other property shall be subject to the following limitation (in addition, in a case of an application under section 10, to any provision regarding the deduction of capital transfer tax) namely, that the amount of any sum of money or the value of any property ordered to be provided—

Special provisions relating to cases of divorce, separation etc.

Provision as to cases where no financial relief was granted in divorce proceedings etc.

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then, if an application for an order under section 2 of this Act is made by that other party, the court shall, notwithstanding anything in section 1 or section 3 of this Act, have power, if it thinks it just to do so, to treat that party for the purposes of that application as if the decree of divorce or nullity of marriage had not been made absolute or the decree of judicial separation had not been granted, as the case may be.

Restriction imposed in divorce proceedings etc. on application under this Act

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In this subsection “the court” means the High Court or, where a county court has jurisdiction by virtue of Part V of the Matrimonial and Family Proceedings Act 1984, a county court.

Variation and discharge of secured periodical payments orders made under Matrimonial Causes Act 1973

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Variation and revocation of maintenance agreements

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Availability of court's powers under this Act in applications under ss. 31 and 36 of Matrimonial Causes Act 1973

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the court shall have power to direct that the application made under the said section 31(6) or 36(1) shall be deemed to have been accompanied by an application for an order under section 2 of this Act.

Miscellaneous and supplementary provisions

Effect, duration and form of orders

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shall, in so far as it provides for the making of periodical payments, cease to have effect on the formation by the applicant of a subsequent marriage or civil partnership, except in relation to any arrears due under the order on the date of the formation of the subsequent marriage or civil partnership.

Provisions as to personal representatives

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but this subsection shall not prejudice any power to recover, by reason of the making of an order under this Act, any part of the estate so distributed.

Admissibility as evidence of statements made by deceased

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Jurisdiction of county courts

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Determination of date on which representation was first taken out

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In considering for the purposes of this Act when representation with respect to the estate of a deceased person was first taken out, a grant limited to settled land or to trust property shall be left out of account, and a grant limited to real estate or to personal estate shall be left out of account unless a grant limited to the remainder of the estate has previously been made or is made at the same time.

Effect of this Act on s. 46(1)(vi) of Administration of Estates Act 1925

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Section 46(1)(vi) of the Administration of Estates Act 1925, in so far as it provides for the devolution of property on the Crown, the Duchy of Lancaster or the Duke of Cornwall as bona vacantia, shall have effect subject to the provisions of this Act.

Interpretation

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Consequential amendments, repeals and transitional provisions

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Short title, commencement and extent

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SCHEDULE

Application for financial provision from deceased’s estate.

Powers of court to make orders.

Time-limit for applications.

14A
15ZA
15A

In this subsection “the court” means the High Court or, where a county court has jurisdication by virtue of Part V of the Matrimonial and Family Proceedings Act 1984, a county court.

15B
18A

the court shall have power to direct that the application made under paragraph 60 or 73 of that Schedule shall be deemed to have been accompanied by an application for an order under section 2 of this Act.

Provisions as to personal representatives.

Consequential amendments, repeals and transitional provisions.

Editorial notes

[^c7190361]: Words of enactment omitted under authority of Statute Law Revision Act 1948 (c. 62), s. 3

[^c7190371]: Act amended by Forfeiture Act 1982 (c. 34, SIF 116:1, 2), s. 3(2)(a)

[^c7190381]: Act extended by Inheritance Tax Act 1984 (c. 51, SIF 65), s. 146(5)

[^c21448651]: S. 1(1)(a)(b) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 15(2); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190391]: S. 1(1)(ba) inserted (8.11.1995) by 1995 c. 41, s. 2(2)

[^c21448691]: Words in s. 1(1)(ba) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 15(3); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21448731]: Words in s. 1(1)(d) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 15(4); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190401]: S. 1(1A) inserted (8.11.1995) by 1995 c. 41, s. 2(3)

[^c21448761]: S. 1(1B) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 15(5); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21448801]: S. 1(2)(aa) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 15(6); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449081]: S. 2(1)(g) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 16; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449141]: Words in s. 3(2) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 17(2); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449161]: Words in s. 3(2)(a) inserted, and the words from "the court shall, in addition" to the end of s. 3(2)(b) become the second sentence of the subsection, (5.12.2005) by virtue of Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 17(3); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449201]: Word in s. 3(2) repealed, and the words following it become the third sentence of the subsection, (5.12.2005) by virtue of Civil Partnership Act 2004 (c. 33), ss. 71, 261(4), 263(2), Sch. 4 para. 17(4), Sch. 30; S.I. 2005/3175, art. 2(1)(6), Sch. 1

[^c21449181]: Words in s. 3(2) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 17(5); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190471]: S. 3(2A) inserted (8.11.1995) by 1995 c. 41, s. 2(4)

[^c21449221]: Words in s. 3(2A) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 18; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449281]: Words in s. 6(3)(10) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 19; S.I. 2005/3175, art. 2(2), Sch. 1

[^c7190481]: 1973 c. 18.

[^c7190561]: S. 15(1) substituted by Matrimonial and Family Proceedings Act 1984 (c. 42, SIF 49:3), s. 8(1)

[^c7190601]: S. 15A inserted by Matrimonial and Family Proceedings Act 1984 (c. 42, SIF 49:3), s. 25(3)

[^c7190611]: 1973 c. 18.

[^c21449411]: Words in s. 16(1) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 23(a); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449431]: Words in s. 16(1) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 23(b); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449471]: Words in s. 17(4) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 24(a); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449491]: Words in s. 17(4) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 24(b); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449511]: Words in s. 17(4) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 24(c); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190621]: 1973 c. 18.

[^c21449311]: S. 14A inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 20; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449361]: S. 15ZA inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 21; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449381]: S. 15B inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 22; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449541]: S. 18A inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 25; S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449561]: Words in s. 19(2)(a) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 26(2); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449581]: S. 19(2)(c) and preceding word inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 26(3); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449601]: Words in s. 19(2) substituted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 26(4); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190651]: Words inserted by Administration of Justice Act 1982 (c. 53, SIF 37), s. 52

[^c21449621]: Words in s. 19(3) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 26(5); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190671]: S. 21 repealed (31.1.1997) by 1995 c. 38, s. 15(2), Sch. 2; S.I. 1996/3217, art. 2

[^c7190681]: S. 22 repealed by Administration of Justice Act 1982 (c. 53, SIF 116:5), s. 75, Sch. 9 Pt. I

[^c7190691]: 1925 c. 23.

[^c7190731]: Words inserted by Matrimonial and Family Proceedings Act 1984 (c. 42, SIF 49:3), s. 8(2)

[^c21449701]: S. 25(1): definition of "former civil partner" inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(3); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190741]: Definition substituted by Matrimonial and Family Proceedings Act 1984 (c. 42, SIF 49:3), s. 25(2)

[^c21449681]: S. 25(1): definition of ""former husband" or "former wife"" becomes definition of "former spouse" (5.12.2005) by virtue of Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(2); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449721]: Word in s. 25(4) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(4)(a); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449741]: Words in s. 25(4)(b) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(4)(b); S.I. 2005/3175, art. 2(1), Sch. 1

[^c21449761]: S. 25(4A)-(5A) substituted for s. 25(5) (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(5); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190761]: 1973 c. 18.

[^c21449781]: S. 25(6A) inserted (5.12.2005) by Civil Partnership Act 2004 (c. 33), ss. 71, 263(2), Sch. 4 para. 27(6); S.I. 2005/3175, art. 2(1), Sch. 1

[^c7190771]: The text of s. 26(1)(2) and Schedule is in the form in which it was originally enacted: it was not reproduced in Statutes in Force and does not reflect any amendments or repeals which may have been made prior to 1.2.1991.

[^c7190791]: 1973 c. 18.

[^c7190801]: 1889 c. 63.

[^c7190811]: 1938 c. 71.

[^c7190821]: 1965 c. 72.

[^c7190831]: The text of s. 26(1)(2) and Schedule is in the form in which it was originally enacted: it was not reproduced in Statutes in Force and does not reflect any amendments or repeals which may have been made prior to 1.2.1991.