Answered step by step
Verified Expert Solution
Question
1 Approved Answer
Pauline Mason died on 12 April this year. A copy of Pauline's will, and associated correspondence is attached to this assessment paper how can I
Pauline Mason died on 12 April this year. A copy of Pauline's will, and associated correspondence is attached to this assessment paper how can I advise the Executors as to how they should distribute Pauline's estate, using UK legislation and cases.
I will attach the documents below
WILL & TESTAMENT THIS IS THE LAST WILL AND TESTAMENT of me, PAULINE MASON, of 29 Glamis Road, Lexport, LX4 6TG, United Kingdom. I REVOKE all former wills and codicils made by me and declare this to be my last will. 2 I APPOINT Stephen Lucas and Rachel Lucas, both of 38 Yarrow Road, Lexport, LX2 8QV to be the Executors and Trustees of this my will. 3 I GIVE my house, 29 Glamis Road aforesaid, to my son, Julian Mason. 4 I GIVE E150,000 to my daughter, Abigail Mason. 5 I GIVE all of the jewellery held in secure storage at Barclays Bank under box number 782309 to my aforementioned daughter, Abigail Mason. 6 I GIVE the remainder of my estate, both whatsoever and wheresoever, to the Lexport Animal Rescue Centre, registered charity number 01238387. IN WITNESS whereof I have hereunto set my hand this 29th day of June 2018. SIGNED by PAULINE MASON in our joint presence and then by us in hers Pauline Mason uril Jones Trudie Barker AVRIL JONES TRUDIE BARKER 17 Lighthouse Hill 93 Chantry Avenue Lexport Lexport LX2 4RF LX3 6MXS 8L R Lucas 38 Yarrow Road Lexport LX2 SW 20 April 2023 Dear [your name] I am writing to confirm our telephone conversation yesterday, about the estate of Pauline Mason. Pauline invited Stephen and I to dinner on 18 March. During dinner, she announced that she was giving her shares in Greville Haulage Ltd to our grandson, Daniel. She asked us if we would look after the shares for Daniel until he is 18, and we both agreed. On 2 April, Pauline sent us a letter, a copy of which is attached. She enclosed the share certificate and a stock transfer form. However, my sister was in hospital with a serious infection at that time. I spent a lot of time visiting her and was also very anxious, so I never even looked at the letter or its enclosures until after Pauline died. Pauline phoned me several times after she sent the letter, to ask me ifI had dealt with the paperwork. I kept telling her that everything was in hand, but in reality I was just too worried about my sister even to think about anything else. I got the paperwork out a couple of days ago, planning to send it to Greville Haulage Ltd this week, but I noticed that Pauline had not signed the stock transfer form. I feel absolutely terrible about it, as I suppose it is now too late, isn't it? Immediately after Pauline died, Stephen and I went to Barclays Bank and asked for the box containing the jewellery that Pauline mentioned in her will. On opening the box, we found a number of valuable items ofjewellery. However, there was also a note indicating that an emerald bracelet had been removed on 14 March and sent to Hawkes Jewellers. There was no emerald bracelet in the box, so I contacted Hawkes Jewellers to see if they still had it. I attach a copy of the letter they sent to me, and also the letter I subsequently received from Julie Armitage. You will see she claims the bracelet belongs to her, but Abigail Mason is furious and insists that she is entitled to it. I do hope you can sort everything out. Yours sincerely Rachel Lucas Pauline Mason 29 Glamis Road Lexport LX4 6TG 2 April 2023 Dear Rachel and Stephen I refer to our conversation about the gift I have made to your grandson, Daniel. Thank you for agreeing to look after the shares for Daniel until he is 18. I attach the share certificate and a stock transfer form. I think that's everything you need me to do. Yours sincerely Pauline Mason (signed) Pauline MasonJ. HAWKES & SONS Jewellers, Estd. 1972 27 High Street Lexport LX1 5QV S & R Lucas 38 Yarrow Road Lexport LX2 8VV 13 April 2023 Dear Mrs Lucas Re: Emerald bracelet, property of Pauline Mason (deceased) I write to confirm our conversation yesterday. On 14 March, our late client, Pauline Mason, instructed us to repair a broken clasp on an emerald bracelet. She paid our professional fee in advance and left the bracelet in our possession. At the same time, she informed us that she had given the bracelet to a friend, Julie Armitage. Mrs Mason asked us to notify Ms Armitage, rather than herself, when the bracelet was ready to be collected. Mrs Mason was very clear that we should give the bracelet to Ms Armitage, as it now belonged to her. A member of our office staff contacted Ms Armitage on 6 April to tell her that the bracelet had been repaired. Ms Armitage collected it from us later that same day. I certainly hope that this assists with your enquiry. Kind regards Jeffrey HawkesJ Armitage 7 Yarrow Road Lexport LX3 9R5 16 April 2023 Dear Mrs Lucas I am writing to conrm what we discussed by phone yesterday. Pauline invited me to dinner on 13 March. We had been friends for many years, having been at school together. After dinner, we went into the sitting room, while Pauline went to make some coffee. When she came into the room, I remember seeing a piece of jewellery on the tray alongside the coffee cups. Pauline held it up and I realised it was the emerald bracelet that she received from her parents on her 18th birthday. We chatted a bit about the day when Pauline received the bracelet and how thrilled she had been. Pauline rotated the bracelet gently in front of the lamp and the emeralds really sparkled as they caught the light. Pauline then said: 'Julie dear, I want you to have this bracelet. You have been a wonderful friend for many years, and I know how much you will enjoy wearing it'. I protested that it was much too valuable, but Pauline insisted that she wanted me to have it. She mentioned that she was giving most of her jewellery to her daughter, Abigail, but she said she wanted me to have this specific piece, as a memento of our lifelong friendship. She then said: 'I originally planned to give it to you tonight, but I'm afraid the clasp is broken. I've arranged for it to be repaired by Hawkes Jewellers, so you can have the bracelet after that. I will tell them thatI am giving it to you, and that they are to contact you to arrange collection when it is repaired'. On 6 April, someone from Hawkes phoned me to say that the bracelet had been repaired. I went to get it immediately. As far as I am concerned, it belongs to me. Yours sincerely Julie ArmitageStep by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started