Wills Act 1837
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The Wills Act 1837 (1 Vict
c 26
is an Act of the
Parliament of the United Kingdom The Parliament of the United Kingdom is the supreme legislative body of the United Kingdom, the Crown Dependencies and the British Overseas Territories. It meets at the Palace of Westminster, London. It alone possesses legislative suprema ...
that confirms the power of every adult to dispose of their
real Real may refer to: Currencies * Brazilian real (R$) * Central American Republic real * Mexican real * Portuguese real * Spanish real * Spanish colonial real Music Albums * ''Real'' (L'Arc-en-Ciel album) (2000) * ''Real'' (Bright album) (2010) ...
and
personal property property is property that is movable. In common law systems, personal property may also be called chattels or personalty. In civil law systems, personal property is often called movable property or movables—any property that can be moved fr ...
, whether they are the outright owner or a beneficiary under a
trust Trust often refers to: * Trust (social science), confidence in or dependence on a person or quality It may also refer to: Business and law * Trust law, a body of law under which one person holds property for the benefit of another * Trust (bus ...
, by
will Will may refer to: Common meanings * Will and testament, instructions for the disposition of one's property after death * Will (philosophy), or willpower * Will (sociology) * Will, volition (psychology) * Will, a modal verb - see Shall and will ...
on their death (s.3). The act extends to all testamentary dispositions or
gifts A gift or a present is an item given to someone without the expectation of payment or anything in return. An item is not a gift if that item is already owned by the one to whom it is given. Although gift-giving might involve an expectation ...
, where "a person makes a disposition of his property to take effect after his decease, and which is in its own nature ambulatory and revocable during his life." , much of it remains in force in
England and Wales England and Wales () is one of the three legal jurisdictions of the United Kingdom. It covers the constituent countries England and Wales and was formed by the Laws in Wales Acts 1535 and 1542. The substantive law of the jurisdiction is Eng ...
.


Background

Under
ecclesiastical law Canon law (from grc, κανών, , a 'straight measuring rod, ruler') is a set of ordinances and regulations made by ecclesiastical authority (church leadership) for the government of a Christian organization or church and its members. It is th ...
,
common law In law, common law (also known as judicial precedent, judge-made law, or case law) is the body of law created by judges and similar quasi-judicial tribunals by virtue of being stated in written opinions."The common law is not a brooding omnipresen ...
and
equity Equity may refer to: Finance, accounting and ownership * Equity (finance), ownership of assets that have liabilities attached to them ** Stock, equity based on original contributions of cash or other value to a business ** Home equity, the dif ...
, various customary rules had long existed for disposing of personal property by will. However, the power to gift real property by will had been first granted by the
Statute of Wills The Statute of Wills (32 Hen. 8, c. 1 – enacted in 1540) was an Act of the Parliament of England. It made it possible, for the first time in post-Conquest English history, for landholders to determine who would inherit their land upon their dea ...
(1540). Various rules grew up around the formalities necessary to create a valid will and the
Statute of Frauds The Statute of Frauds (29 Car 2 c 3) (1677) was an Act of the Parliament of England. It required that certain types of contracts, wills, and grants, and assignment or surrender of leases or interest in real property must be in writing and sign ...
(1677) created the requirement that a will of real property must be in writing. By the early nineteenth century, the rules had become complex, with different rules for formalising wills of real and personal property. The 4th report of the Commissioners for Inquiring into the Law of Real Property recommended a simplified and unified scheme. As the Commissioners observed "Any scrap of paper, or ''memorandum'' in ink or in pencil, mentioning an intended disposition of his property, is admitted as a will and will be valid, although written by another person, and not read over to the testator, or even seen by him, if proved to be made in his lifetime according to his instructions." A
bill Bill(s) may refer to: Common meanings * Banknote, paper cash (especially in the United States) * Bill (law), a proposed law put before a legislature * Invoice, commercial document issued by a seller to a buyer * Bill, a bird or animal's beak Plac ...
was introduced by the
Attorney General In most common law jurisdictions, the attorney general or attorney-general (sometimes abbreviated AG or Atty.-Gen) is the main legal advisor to the government. The plural is attorneys general. In some jurisdictions, attorneys general also have exec ...
Sir John Campbell, one of the Commissioners, in 1834 though it was much delayed for want of parliamentary time. The bill was introduced in the
House of Lords The House of Lords, also known as the House of Peers, is the Bicameralism, upper house of the Parliament of the United Kingdom. Membership is by Life peer, appointment, Hereditary peer, heredity or Lords Spiritual, official function. Like the ...
by
Lord Langdale Henry Bickersteth, 1st Baron Langdale, PC (18 June 1783 – 18 April 1851), a member of the prominent Bickersteth family, was an English physician, law reformer, and Master of the Rolls. Early life and education Langdale was born on 18 June 1 ...
. Though the requirement that a will be in writing stems from an attempt to frustrate fraud, an apparent exception to the requirements for the formal execution of the Act under section 9 is a
secret trust A secret trust is a trust which arises when property is left to a person (the legatee) under a will on the understanding that they will hold the property as trustee for the benefit of beneficiaries who are not named in the will. Secret trusts are d ...
.


Provisions of the Act currently in force


Capacity

A minor, as of 2008 a person under the age of 18, cannot make a valid will (s.7), unless they are a member of the armed forces on
active service Active may refer to: Music * ''Active'' (album), a 1992 album by Casiopea * Active Records, a record label Ships * ''Active'' (ship), several commercial ships by that name * HMS ''Active'', the name of various ships of the British Royal ...
or a
mariner A sailor, seaman, mariner, or seafarer is a person who works aboard a watercraft as part of its crew, and may work in any one of a number of different fields that are related to the operation and maintenance of a ship. The profession of the s ...
at sea (s.11). These provisions were clarified by the Wills (Soldiers and Sailors) Act 1918 (see below).


Requirements of a valid will

A will is only valid if (s.9): *It is made in writing; *It is signed by the
testator A testator () is a person who has written and executed a Will (law), last will and testament that is in effect at the time of their death. It is any "person who makes a will."Gordon Brown, ''Administration of Wills, Trusts, and Estates'', 3d ed. (2 ...
, or at his direction and in his presence; *The testator intends that the signature give effect to the will; *The will is made or acknowledged in the presence of two or more witnesses, present at the same time; and *Each witness attests and signs, or acknowledges, his signature in the presence of the testator. There is no requirement to publish a will (s.13). If any of the witnesses was, or subsequently becomes, incapable of proving the will, that alone will not make it invalid (s.14). Alterations must be executed in the same manner as a will (s.21).


Revocation of a will

Section 18 revokes the will in the event of the marriage of the testator. However, this section was amended in 1982 so that where the testator makes the will in the expectation of marriage to a particular person, the will is not revoked by such a marriage. Section 18A was added in 1982 to the effect that divorce and
annulment Annulment is a legal procedure within Law, secular and Religious law, religious legal systems for declaring a marriage Void (law), null and void. Unlike divorce, it is usually ex post facto law, retroactive, meaning that an annulled marriage is c ...
have the same effect as the death of a spouse. A will or
codicil Codicil may refer to: * Codicil (will), subsequent change or modification of terms made and appended to an existing trust or will and testament * A modification of terms made and appended to an existing constitution, treaty, or standard form c ...
cannot be revoked by any presumption of the intention of the testator or on the grounds of any alteration in his circumstances (s.19). A will can only be revoked by (s.20): *Another properly executed will or codicil; *A document executed under the same formalities as a will, declaring an intention to revoke the will; or *Destruction of the will by the testator, or some person in his presence, with the intention of revoking the will. A revoked will or codicil cannot be revived other than by its re-execution or by a formally executed codicil (s.22).


Gifts to witnesses

Gifts under the will to an attesting witness, or their spouse, are null and
void Void may refer to: Science, engineering, and technology * Void (astronomy), the spaces between galaxy filaments that contain no galaxies * Void (composites), a pore that remains unoccupied in a composite material * Void, synonym for vacuum, a ...
. However, such a witness can still prove the will (s.15). There is no bar on a
creditor A creditor or lender is a party (e.g., person, organization, company, or government) that has a claim on the services of a second party. It is a person or institution to whom money is owed. The first party, in general, has provided some property ...
of the testator or the
executor An executor is someone who is responsible for executing, or following through on, an assigned task or duty. The feminine form, executrix, may sometimes be used. Overview An executor is a legal term referring to a person named by the maker of a ...
of the will being a witness (ss.16–17).


Gifts to children

Where the testator makes a gift to one of his children or a remoter descendant, and that child dies before the testator, the gift will not lapse so long as the deceased descendant himself leaves children surviving at the death of the testator. The surviving descendants receive the gift (s.33) "according to their stock", i.e. ''
per stirpes ''Per stirpes'' (; "by roots" or "by stock") is a legal term from Latin used in the law of inheritance and estates. An estate of a decedent is distributed ''per stirpes'' if each ''branch'' of the family is to receive an equal share of an estat ...
''. The rule also applies to
illegitimate Legitimacy, in traditional Western common law, is the status of a child born to parents who are legally married to each other, and of a child conceived before the parents obtain a legal divorce. Conversely, ''illegitimacy'', also known as ''b ...
children (s.33(4)(a)) and a person conceived before the death of the testator is deemed to have been living at the testator's death (s.33(4)(b)).


Interpretation

The will is interpreted in respect of the testator's property immediately before his death (s.24). Where the testator makes a gift of all his real property, it is deemed to include property over which he has a
power of appointment A power of appointment is a term most frequently used in the law of wills to describe the ability of the testator (the person writing the will) to select a person who will be given the authority to dispose of certain property under the will. Alt ...
(s.27).


Ireland and Northern Ireland

The Act was in force in Ireland until
partition Partition may refer to: Computing Hardware * Disk partitioning, the division of a hard disk drive * Memory partition, a subdivision of a computer's memory, usually for use by a single job Software * Partition (database), the division of a ...
. It consequently became the law of the
Irish Free State The Irish Free State ( ga, Saorstát Éireann, , ; 6 December 192229 December 1937) was a state established in December 1922 under the Anglo-Irish Treaty of December 1921. The treaty ended the three-year Irish War of Independence between th ...
on 6 December 1922, and then of its successor states. When Ireland was partitioned and the statelet of
Northern Ireland Northern Ireland ( ga, Tuaisceart Éireann ; sco, label= Ulster-Scots, Norlin Airlann) is a part of the United Kingdom, situated in the north-east of the island of Ireland, that is variously described as a country, province or region. Nort ...
created on 7 December 1922, the Act became the law of Northern Ireland. However, all save sections 1 and 11 were repealed and re-enacted, with amendments, in Northern Ireland in 1995 following the recommendations of the Land Law Working Group.


Provisions repealed by the Act

*
Statute of Wills The Statute of Wills (32 Hen. 8, c. 1 – enacted in 1540) was an Act of the Parliament of England. It made it possible, for the first time in post-Conquest English history, for landholders to determine who would inherit their land upon their dea ...


Provisions of the Act, since repealed

Sections 4 to 6 addressed various technicalities of
land law Land law is the form of law that deals with the rights to use, alienate, or exclude others from land. In many jurisdictions, these kinds of property are referred to as real estate or real property, as distinct from personal property. Land use a ...
since rendered obsolete. The Act did not extend to estates ''
pur autre vie In property law of countries with a common law background, including the United States and some Canadian provinces, pur autre vie (Law French for "for another slife") is a duration of a proprietary freehold interest in the form of a variant of a li ...
'' and various
manorial rights Manorialism, also known as the manor system or manorial system, was the method of land ownership (or "tenure") in parts of Europe, notably France and later England, during the Middle Ages. Its defining features included a large, sometimes forti ...
were preserved over the land devised. Where land was held subject to a
Lord of the Manor Lord of the Manor is a title that, in Anglo-Saxon England, referred to the landholder of a rural estate. The lord enjoyed manorial rights (the rights to establish and occupy a residence, known as the manor house and demesne) as well as seig ...
, for example under a
copyhold Copyhold was a form of customary land ownership common from the Late Middle Ages into modern times in England. The name for this type of land tenure is derived from the act of giving a copy of the relevant title deed that is recorded in the man ...
, the Act required that the will was recorded in the Court Roll of the manor and that various fees and duties were paid. These provisions became irrelevant following the demise of the manorial system with the
Law of Property Act 1925 The Law of Property Act 1925c 20 is a statute of the United Kingdom Parliament. It forms part of an interrelated programme of legislation introduced by Lord Chancellor Lord Birkenhead between 1922 and 1925. The programme was intended to moderni ...
. Section 8 maintained the earlier incapacity of a ''
feme covert Coverture (sometimes spelled couverture) was a legal doctrine in the English common law in which a married woman's legal existence was considered to be merged with that of her husband, so that she had no independent legal existence of her own. U ...
'' to make a will. This was reformed in the late 19th century and formally repealed in 1969.


Wills (Soldiers and Sailors) Act 1918

The Wills (Soldiers and Sailors) Act 1918 clarifies and extends the Wills Act 1837. Section 1 makes if clear that a soldier on active service or sailor at sea, can make, and always could have made, a valid will, even though under 18 years of age. Section 2 extends the provision to sailors not at sea but who are employed in similar service to a soldier on active service. "Soldier" include a member of the
Air Force An air force – in the broadest sense – is the national military branch that primarily conducts aerial warfare. More specifically, it is the branch of a nation's armed services that is responsible for aerial warfare as distinct from an a ...
(s.5). This Act is in force in
Scotland Scotland (, ) is a country that is part of the United Kingdom. Covering the northern third of the island of Great Britain, mainland Scotland has a border with England to the southeast and is otherwise surrounded by the Atlantic Ocean to the ...
, but this may be to no effect as it acts only by reference to the Wills Act 1837, which is not in effect there but is in effect, in modified form, in
Northern Ireland Northern Ireland ( ga, Tuaisceart Éireann ; sco, label= Ulster-Scots, Norlin Airlann) is a part of the United Kingdom, situated in the north-east of the island of Ireland, that is variously described as a country, province or region. Nort ...
.Annotations at Statute Law Database, retrieved 16 March 2008


See also

* Wills Act


References


Bibliography

* * (
Google Books Google Books (previously known as Google Book Search, Google Print, and by its code-name Project Ocean) is a service from Google Inc. that searches the full text of books and magazines that Google has scanned, converted to text using optical c ...
) *— (ed. Jennings, R.) (1951) ''A Treatise on Wills'', 8th ed., London:Sweet & Maxwell, vol.I, ''p.''26 *Mirow, M. C. (1994) "Last wills and testaments in England 1500–1800", in Vanderlinden, J. (ed.) ''Actes à cause de mort: Acts of last will'', Brussels: De Boeck Université, ''pp''47–84 * ---- {{English law types Wills and trusts in the United Kingdom Inheritance United Kingdom Acts of Parliament 1837 Acts of the Parliament of the United Kingdom concerning England and Wales English trusts law Acts of the Parliament of the United Kingdom concerning Ireland