Balfour V Balfour
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OR:

''Balfour v Balfour''
919 __NOTOC__ Year 919 ( CMXIX) was a common year starting on Friday of the Julian calendar. Events By Place Byzantine Empire * March 25 – Romanos Lekapenos, admiral (''droungarios'') of the Byzantine navy, seizes the Boukoleon Pal ...
2 KB 571 is a leading
English contract law English contract law is the body of law that regulates legally binding agreements in England and Wales. With its roots in the lex mercatoria and the activism of the judiciary during the Industrial Revolution, it shares a heritage with countries ...
case. It held that there is a
rebuttable presumption In law, a presumption is an "inference of a particular fact". There are two types of presumptions: rebuttable presumptions and irrebuttable (or conclusive) presumptions. A rebuttable presumption will either shift the burden of production (requ ...
against an intention to create a legally enforceable agreement when the agreement is domestic in nature.


Facts

Mr. Balfour was a civil engineer, and worked for the Government as the Director of
Irrigation Irrigation (also referred to as watering of plants) is the practice of applying controlled amounts of water to land to help grow crops, landscape plants, and lawns. Irrigation has been a key aspect of agriculture for over 5,000 years and has bee ...
in
Ceylon Sri Lanka, officially the Democratic Socialist Republic of Sri Lanka, also known historically as Ceylon, is an island country in South Asia. It lies in the Indian Ocean, southwest of the Bay of Bengal, separated from the Indian subcontinent, ...
(now
Sri Lanka Sri Lanka, officially the Democratic Socialist Republic of Sri Lanka, also known historically as Ceylon, is an island country in South Asia. It lies in the Indian Ocean, southwest of the Bay of Bengal, separated from the Indian subcontinent, ...
). Mrs Balfour was living with him. In 1915, they both came back to England during Mr Balfour's leave. But Mrs Balfour had developed
rheumatoid arthritis Rheumatoid arthritis (RA) is a long-term autoimmune disorder that primarily affects synovial joint, joints. It typically results in warm, swollen, and painful joints. Pain and stiffness often worsen following rest. Most commonly, the wrist and h ...
. Her doctor advised her to stay in England, because the climate in Ceylon would be detrimental to her health. Mr Balfour's boat was about to set sail, and he orally promised her £30 a month until she came back to Ceylon. They drifted apart, and Mr Balfour wrote saying it was better that they remain apart. In March 1918, Mrs Balfour sued him to keep up with the monthly £30 payments. In July she got a
decree nisi A decree nisi or rule nisi () is a court order that will come into force at a future date unless a particular condition is met. Unless the condition is met, the ruling becomes a decree absolute (rule absolute), and is binding. Typically, the con ...
and in December she obtained an order for
alimony Alimony, also called aliment (Scotland), maintenance (England, Republic of Ireland, Northern Ireland, Wales, Canada, New Zealand), spousal support (U.S., Canada) and spouse maintenance (Australia), is a legal obligation on a person to provide ...
. At first instance, judge Charles Sargant held that Mr Balfour was under an obligation to support his wife.


Judgment

The Court of Appeal unanimously held that there was no enforceable agreement, although the depth of their reasoning differed. Warrington LJ delivered his opinion first, the core part being this passage. Then Duke LJ gave his. He placed weight on the fact that the parties had not yet been divorced, and that the promise had been made still whilst as husband and wife. Lord Justice Atkin
919 __NOTOC__ Year 919 ( CMXIX) was a common year starting on Friday of the Julian calendar. Events By Place Byzantine Empire * March 25 – Romanos Lekapenos, admiral (''droungarios'') of the Byzantine navy, seizes the Boukoleon Pal ...
2 KB 571, 579-580
took a different approach, emphasising that there was no "intention to affect legal relations". That was so because it was a domestic agreement between husband and wife, and it meant the onus of proof was on the plaintiff, Mrs Balfour. She did not rebut the presumption.


Significance

The case is often cited in conjunction with ''
Merritt v Merritt ''Merritt v Merritt'' creating legal relations. While under the principles laid out in '' Balfour v Balfour'', domestic agreements between spouses are rarely legally enforceable, this principle was rebutted where two spouses who formed an agree ...
''
970 Year 970 ( CMLXX) was a common year starting on Saturday of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year of the 10th century, and the 1st year ...
2 All ER 760;
970 Year 970 ( CMLXX) was a common year starting on Saturday of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year of the 10th century, and the 1st year ...
1 WLR 1211. Here the court
distinguish In law, to distinguish a case means a court decides the holding or legal reasoning of a precedent case that will not apply due to materially different facts between the two cases. Two formal constraints constrain the later court: the expresse ...
ed the case from ''Balfour v Balfour'' on the fact that Mr and Mrs Merritt, although still married, were estranged at the time the agreement was made and therefore any agreement between them was made with the intention to create legal relations. Both cases are often quoted examples of the principle of
precedent Precedent is a judicial decision that serves as an authority for courts when deciding subsequent identical or similar cases. Fundamental to common law legal systems, precedent operates under the principle of ''stare decisis'' ("to stand by thin ...
.


See also

*
Creating legal relations in English law Intention to create legal relations, otherwise an "intention to be legally bound", is a doctrine used in contract law, particularly English contract law and related common law jurisdictions. The doctrine establishes whether a court should presume ...
*
Mechanisms of the English common law In the English system of common law, judges have devised a number of mechanisms to allow them to cope with precedent decisions. Issues of the common law According to Montesquieu, it is Parliament that has the rightful power to legislate, not th ...
*'' Diwell v Farnes'' 9591 WLR 624; 9592 All ER 379; *''
Gould v Gould Gould may refer to: People * Gould (name), a surname Places United States * Gould, Arkansas, a city * Gould, Colorado, an unincorporated community * Gould, Ohio, an unincorporated community * Gould, Oklahoma, a town * Gould, West Virginia, an ...
''
970 Year 970 ( CMLXX) was a common year starting on Saturday of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year of the 10th century, and the 1st year ...
1 QB 275;
969 Year 969 ( CMLXIX) was a common year starting on Friday of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th year of the 10th century, and the 10th ...
3 WLR 490;
969 Year 969 ( CMLXIX) was a common year starting on Friday of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th year of the 10th century, and the 10th ...
3 All ER 728 *'' Hoddinott v Hoddinott'' 9492 KB 406 *'' Jones v Padavatton''
969 Year 969 ( CMLXIX) was a common year starting on Friday of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th year of the 10th century, and the 10th ...
1 WLR 328;
969 Year 969 ( CMLXIX) was a common year starting on Friday of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th year of the 10th century, and the 10th ...
2 All ER 616 *'' Spellman v Spellman'' 9611 WLR 921; 9612 All ER 498 *''
Merritt v Merritt ''Merritt v Merritt'' creating legal relations. While under the principles laid out in '' Balfour v Balfour'', domestic agreements between spouses are rarely legally enforceable, this principle was rebutted where two spouses who formed an agree ...
''
970 Year 970 ( CMLXX) was a common year starting on Saturday of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year of the 10th century, and the 1st year ...
1 WLR 1211;
970 Year 970 ( CMLXX) was a common year starting on Saturday of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year of the 10th century, and the 1st year ...
2 All ER 760 *'' Robinson v Customs and Excise Commissioners''
000 Triple zero, Zero Zero Zero, 0-0-0 or variants may refer to: * 000 (emergency telephone number), the Australian emergency telephone number * 000, the size of several small List of screw drives, screw drives * 0-0-0, a Droid (Star Wars)#0-0-0, dro ...
Po LR 112; Times, April 28, 2000 *'' Plate v Durst'', 42 W.Va. 63, 66-67, 24 S.E. 580, 581, 32 LRA 404 (1896) defendant promised plaintiff £1000 and a diamond ring if she would remain his domestic servant for 10 years, and she did, but then he claimed the promise was only in jest. Held that there was a valid contract. "Jokes are sometimes taken seriously... if such is the case, and thereby the person deceived is led to give valuable services in the full belief and expectation that the joker is in earnest, the law will also take the joker at his word, and give him good reason to smile."


Notes

{{Reflist, 2 Contract law 1919 in British law English enforceability case law Court of Appeal (England and Wales) cases 1919 in case law