Banks v Goodfellow

English Succession Law

Banks v Goodfellow
Image: ‘ Face-Madness’ by Kim Byungkwan

Intermittent delusions and moments of panic are obvious symptoms of repressed trauma, but in 1870, the diagnosis was quite different. When a testator suffering those very disturbances drafted his final will, the beneficiary passed soon afterwards, leaving their next-of-kin defending the right to inherit through intestacy when a claim of lunacy was used to challenge the validity of the will.

Known by many as a man of means, the deceased was prone to suffering immeasurable anxiety around a named individual, who even after his demise, was still considered by the testator to be haunting and molesting him in spirit as he had in life. This outlandish claim resulted in his being committed to the local lunatic asylum, before his eventual release and reintegration into the local community.

While his symptoms continued to a lesser degree, the testator was still regarded as somewhat insane by both the local doctor and parish clergyman, yet towards the end of his life he had made clear and concise arrangements with regard to the exactness of his will, the continued lease of owned property, and those he wished to attest to, and benefit from, his legacy.

Upon his death in 1865, the will was executed as per prior instructions, whereupon his niece and sole beneficiary passed two years later, with no prepared will and absent of children. At the point of litigation, the claimant argued that due to the testator’s susceptibility to psychological imbalances, the will was now invalid, and thus under the rules of intestacy, the estate was due to the testator’s heir, and not the beneficiary’s half-brother.

When first heard, the court offered the opinion of a jury, who having heard the facts, agreed that the will was, despite any inconsistencies in the testator’s mental health, valid and duly executable. With the court awarding so, the case was put before the Queen’s Bench, whereupon recent precedent was used to evaluate the contention raised.

As laid down in Smith v Tebbitt, the Court of Probate had previously ruled that:

“[A]ny degree of mental unsoundness, however slight, and however unconnected with the testamentary disposition in question, must be held fatal to the capacity of a testator.”

However in Greenwood v Greenwood, Lord Kenyon argued:

“If he had a power of summoning up his mind, so as to know what his property was, and who those persons were that then were the objects of his bounty, then he was competent to make his will.”

While in Cartwright v Cartwright, Sir William Wynne stipulated that:

“If a lunatic person, or one that is beside himself at some times, but not continually, makes his testament, and it is not known whether the same were made while he was of sound mind and memory or no, then, in case the testament be so conceived as thereby no argument of phrensy or folly can be gathered, it is to be presumed that the same was made during the time of his calm and clear intermissions…”

Adopting a supportive stance to those viewed above, Legrand du Saulle likewise wrote in ‘La Folie deviant les tribunaux’:

“[H]allucinations are not a sufficient obstacle to the power of making a will, if they have exercised no influence on the conduct of the testator, have not altered his natural affections, or prevented the fulfilment of his social and domestic duties…”

This left the Court under no illusions as to how succinctly the testator had both discussed and prepared his will in line with his financial circumstances and clarity of mind, and so despite the urgency of the appellant where imperfection of the mind would result in nullity, there was simply not enough evidence to undermine the logic of the deceased, and thus the will was upheld, while notions of jury misdirection quickly dismissed.

Key Citations

“It is not given to man to fathom the mystery of the human intelligence, or to ascertain the constitution of our sentient and intellectual being. But whatever may be its essence, every one must be conscious that the faculties and functions of the mind are various and distinct, as are the powers and functions of our physical organization.”

“The English law leaves everything to the unfettered discretion of the testator, on the assumption that, though in some instances, caprice, or passion, or the power of new ties, or artful contrivance, or sinister influence, may lead to the neglect of claims that ought to be attended to, yet, the instincts, affections, and common sentiments of mankind may be safely trusted to secure, on the whole, a better disposition of the property of the dead, and one more accurately adjusted to the requirements of each particular case, than could be obtained through a distribution prescribed by the stereotyped and inflexible rules of a general law.”

“[T]o the due exercise of a power thus involving moral responsibility, the possession of the intellectual and moral faculties common to our nature should be insisted on as an indispensable condition.”

 

Author: Neil Egan-Ronayne

Author, publisher and foodie...

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