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Beneficiary-co-executor claims under TOLATA 1996 s14: capacity limits, pre/post-grant timing, title considerations and CPR Part 64 proceedings (England and Wales)

Published on: 25 September 2024

Published by a LexisNexis Private Client expert
Legal News
Article summary

See Q&A: Can a beneficiary who is also a co-executor of a Will make a claim pursuant to section 14 of the Trusts of Land and Appointment of Trustees Act 1996, where the property has not been transferred into the names of the executors?

Section 14 of the Trusts of Land and Appointment of Trustees Act 1996 (TOLATA 1996) concerns court applications for orders. It allows any trustee of land, or any individual with an interest in property held on a trust of land, to apply to the court for an order under this provision. On such an application, the court may make whatever order it considers appropriate:

  • regarding the exercise of any trustee functions (including an order dispensing with any duty to obtain consent from, or to consult with, any person in connection with the exercise of those functions), or
  • declaring the nature or extent of a person’s interest in property to the trust

TOLATA 1996, s 18 provides that the provisions of TOLATA 1996, Pt 1 relating to trustees, ‘other...

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