I said I'd give my comments on the judgement later, so here we go. I think there's 3 points which might be of particular interest to those who've already commented on here.
Firstly, the territory. This could only have happened in England or Wales. I could say that the UK is the only part of the EU where a parent could leave a child out of their Will, but even Scotland, following the research and recommendations of the Scottish Law Commission in 2009 and wide public opinion, as in all other European countries, it is simply not possible to leave a child out of a Will in this way. A Will in Scotland which seeks to disinherit a child is automatically voided and the default arrangements as if the person died intestate will be applied (i.e. without having left any Will at all), the children will automatically receive at least a third of the inheritable estate.
In France, there is a strict tariff of the proportions which must be left to each child, (see 'la reserve'), an arrangement which has contributed to the large number of small parcels of land all over France which have no obvious means of access. In Germany, the children are entitled to claim their proportion of 25% of the estate; in Spain, a child may only be disinherited if they had caused physical injury to their parents. In Ireland, a child may be disinherited, but if they have been left without adequate means then they will be expected to make a claim which will result in both a moral and a financial re-assessment of the arrangements.
But 40 years ago in England, the Parliament decided to introduce the 1975 Inheritance (Provision for Family and Dependants) Act which wasn't going to make disinheriting a child in a Will invalid, though it was going to allow a child (or other dependant) to make a claim which would be only be tested in the Courts and would have no regard for the moral background or impact of the disinheritance.
Secondly, reasonableness. The 1975 Inheritance Act does not expect the Court to make a decision on whether the provisions in the Will are reasonable or whether the intentions of the deceased were reasonable. But the Act does require the Court to decide if the arrangements in the Will for the maintenance of the child or dependant are either a 'reasonable' or 'unreasonable' allowance. This is a binary test, and is set out in the judgement of Oliver J in re Coventry back in 1980. The test takes the form of a value judgement, based on the facts when tested against each of the factors in Section 3 of the Act. This is what Heather Ilott asked the Family Court to decide in 2007, where District Judge Million 'having meticulously gone through the section 3 factors and cited the very passage from re Coventry which emphasised that it was the result which must be unreasonable, concluded by saying that in his judgment the factors had produced an unreasonable result' and so determined that her mother, having sought to disinherit her daughter, had not made the 'reasonable' provision for her maintenance.
The Appeal Court, as we've read this week, hasn't changed that decision, and as the test is a simple binary choice based on the facts of the Will, that was never going to be a likely outcome. It is a matter of fact that the will did not make 'reasonable financial provision' for the child under the Act, so the Court would have had no alternative but to repeat that Mrs Mitson's Will was 'unreasonable'.
Thirdly, the settlement. The Act requires that a Court which finds that a Will is unreasonable in its provision for a child must then consider a long list of factors including the future financial needs of the child. The Act makes no distinction between a young child and an adult child. It must calculate an amount to be awarded to the child from the estate. The Court then makes an order to provide for those present and future needs. None of this is optional. Only the child which is disinherited in England or Wales and who doesn't apply under the Act will remain disinherited. The interesting and novel consideration in this case was the impact of an allowance on the claimant's tax credits, and the reasoning which resulted in the decision to provide the capital for the child to pay for the freehold of their home thereby reducing the monthly outgoings and preserving her tax credits. The Judges were obliged by the 1975 Act to make a settlement, but the assessment of the actual amounts will have been the subject of much examination and discussion. But we can't accuse the Judges of having been creative in reaching this decision, as it was Heather Ilott's pro bono QC who proposed the arrangement and the rationale for it, and the QC for the three charities only opposed it on the grounds that "the money saved would be small".
My own views?
I am sympathetic with all those who object to a Will being redefined by a Court, but am surprised that no one else noticed that to disinherit a child is an exceptionally English liberty with a mixed history of patriarchial bequeathments, destitute widows and abandoned daughters.
Disinheriting a child is an action which I think must always leave open the opportunity for scrutiny, considering the basis for the reason to disinherit and the actual circumstances (and there are a range of factors which can disrupt expectations of a Will, including a child adopted at birth, a spouse who dies and the other parent remarries - mentioned again below - as well as intentional disinheritance, or where the cause for the disinheritance has been reversed, to the approval of the deceased before they died).
The amount awarded to Heather Ilott by the Court of Appeal compares well with the amount that would be awarded by default in Scotland, and comparable with the statutory minimum in other larger European nations.
I read the judgement as reaffirming the decision of the previous two hearings of Heather Ilott's claim, the decision that when the test of reasonableness in the Act is applied, then the Will was 'unreasonable'. I wish that those who object to the decision would direct their objection at the 1975 Inheritance Act, it is an Act which leaves negligible room for discretion and no scope to consider the intentions of the parent, no scope to consider any moral issues, and certainly not to look at the circumstances which might have changed since the disinheriting Will was written.
I do understand that Yorkie's objection is directed at 'the system' as a whole and holds the courts and their Judges complicit in the laws which Parliament chooses to enact. I disagree - I find the separation between politicians and those enforcing their laws reassuring (and the prospect of MPs sitting in Judgement, or Judges debating and making laws would be very imbalanced). I don't agree that this judgement is symptomatic of 'a broken system', but of an unpopular and inappropriate law. The 1975 Act seems to undermine both the traditional liberty of an English parent to disinherit their offspring, and also fails to meet the transparent and non-negotiable minimum proportions which all children inherit in the rest of Europe and in Scotland. It doesn't adequately meet the needs of our present culture of life choices and the nation's multi-cultural composition. Even the disinherited widows which the Act sought to protect are only protected if they have the knowledge and the means to bring their claim to a Court.
Badger89 seems persuaded that the Appeal Court Judges made the award on the basis of personal preferences and/or factors other than the rationale set out in the Act. As I commented above, I see the finding of 'unreasonablness' as flowing naturally from the facts as applied to the Act, as have the two lower Courts who considered the same question. The decision on quantum (the financial amount of the award) is less predictable, and all three Courts reached different amounts. I can follow the interesting reasoning based on the need to remedy the deficiency while avoiding the loss of tax credits. The solution to award a third of the mother's estate to enable the daughter to buy her home might not have been expected, but with hindsight, I can't see that it is inconsisent with the Act (and perhaps by coincidence, it is consistent with the provision which is clearly specified in Scotland and elsewhere in Europe); as mentioned above, the outcome was the proposal of Heather Ilott's QC and not something devised by the Court. I have good reason to believe that there were no 'other factors' beyond that which was produced to the Courts - and actually I see no need for there to have been any, to have reached the settlement that was awarded (notwithstanding the unusual form of the settlement).
One benefit of leaving the option for a court to intervene in interpreting a Will is in those slightly complex cases where there are unintended consequences of a Will and which can be corrected by a careful consideration of the facts. These can and do arise when a child adopted at birth is unintentionally left out of an inheritance because they don't meet the definition of 'child', or when a parent dies (leaving their estate to their children but not while their surviving spouse remains alive) and then the survivor remarries, leaving the children of the first marriage suddenly losing their intended inheritance.
How to reconcile the English system with the rest of Europe?
When the European Commission was debating cross-border inheritance rights, the English system was seen as bizarre, unfair, and a throwback from days of the privileged place of elder sons; the UK delegation (Scotland apart) see the right to disinherit as an essential liberty. In fact, the historic reasoning comes from a number of concerns, ranging from the impoverishment of widows to the fragmentation of farmland, but a review of the different historic routes to where the nations of Europe now find themselves doesn't seem to help very much in deciding what is best for citizens, families and dependants in the future. The drivers of change are less likely to be destitute widows, but current lifestyle factors, such as owning property in 2 nations, informal partnerships (cohabiting or separate), international cultural traditions and values, children of multiple step-parents, new forms of charitable giving and new forms of charitable bodies, etc. I expect that England will move towards conformity with the rest of Europe and Scotland, introducing a minimum level of inheritance to all children, whatever their age - but that such a change is not a priority - in the meantime, the English will continue to be able to disinherit their offspring at the risk of a challenge in Court under the 1975 Inheritance Act to claim for their maintenance. Whether we like it or not!