PART A - INTRODUCTION
PART A - INTRODUCTION
Overview of the dispute and the key individuals involved
This is a dispute about the estate of the deceased, Richard Norman Scott (Richard), who died on 3 June 2018 and promises that he is said to have made to one of his children, Adam Clive Scott (Adam).
The dispute sadly involves a number of members of the same extended family. In those circumstances, I will tend to refer to family members, and people close to the family, by their first names as that is the way they referred to each other in their witness statements, oral evidence and contemporaneous documents. I adopt this approach only in the interests of readability and intend no disrespect or lack of formality in doing so.
The individuals central to the dispute can best be described by reference to the three enduring romantic relationships of Richard’s life. Richard’s first marriage was to Janet Bradshaw (Janet), who sadly died in a car accident in 1976. Richard and Janet had six children, of whom Adam was the second oldest. After Janet’s death, Richard had a relationship with Valerie Haberfield (Valerie) although they never married or had children. In August 1993, Richard met Jennifer Redgrave (Jennifer), who was many years his junior. Richard and Jennifer had seven children together including the Fifth and Sixth Defendants (Gordon and William respectively) and were married in April 2016, just over two years before Richard’s death. Richard also had other children from more casual relationships over the years bringing to at least 19 the total number of children that he fathered.
There are three distinct strands to the dispute that I must resolve in this judgment:
the Proprietary Estoppel Claim by which Adam asserts that he is entitled to an equitable remedy arising out of promises that Richard made to him during his lifetime;
the Probate Claim, by which Adam asks the court to determine that wills that Richard made in September and December 2016 (the Disputed Wills) were invalid because Richard lacked testamentary capacity and/or that those wills had not received Richard’s knowledge and approval;
the Sham Tenancies Claim, by which Jennifer asks the court to declare that certain tenancies that Richard granted to Adam during his lifetime were shams and thus of no legal effect.
Before the trial commenced, there were other matters for determination:
Adam sought injunctions restraining Jennifer, Gordon and William from trespassing on his land or performing acts of harassment. That claim was compromised by Jennifer, Gordon and William giving undertakings to the court. I was not invited in closing submissions to make any findings as to the extent of any harassment or trespass that had taken place historically.
Adam sought orders that Jennifer should not be permitted to act as executor to the extent that either of the Disputed Wills was found to be valid. The parties agreed that any question as to Jennifer’s ongoing suitability as executor or otherwise was best deferred until after judgment since by then the extent of the interests of the various parties in Richard’s estate would have been clarified.
Adam also made an application under s117 of the Senior Courts Act 1981 seeking the appointment of an independent professional to administer Richard’s estate pending judgment. After hearing brief oral argument, I made an interim order and gave oral reasons, adjourning the substantive application until after judgment.
The following table summarises key individuals who will be referred to throughout this judgment.
Name | Referred to in judgment as | Description |
Richard Norman Scott | Richard | The deceased |
Adam Clive Scott | Adam | Second child of Richard and Janet. Claimant |
Richard Harry Scott | Richard Harry | Richard’s eldest child (with Janet). Witness for Adam |
Rachael Shorthose | Rachael | Child of Richard and Janet. Witness for Adam |
Rebecca Elizabeth Horley | Rebecca | Child of Richard and Janet. Fourth Defendant. Witness for Adam |
Giles Scott | Giles | Child of Richard and Janet. Witness for Adam |
Sarah Scott | Sarah | Child of Richard and Janet. Seventh Defendant. Witness for Adam |
Jennifer Scott | Jennifer | Richard’s wife at his death. Second Defendant |
Gordon Redgrave Scott | Gordon | Richard’s eldest child (with Jennifer). Fifth Defendant |
William Redgrave Scott | William | Child of Richard (with Jennifer). Sixth Defendant |
Valerie Haberfield | Valerie | Richard’s former partner and long-term friend. Witness for Adam |
Melanie Seymour | Melanie | Adam’s former wife. Witness for Adam |
Kate Sutherland | Mrs Sutherland | Paralegal who drew up the Disputed Wills. Witness for Jennifer |
Louise Eccleston | Ms Eccleston | Solicitor and partner at Storrar Cowdry. Acted for Richard in connection with proceedings in Court of Protection |
Professor Alistair Burns | Professor Burns | Consultant psychiatrist. Jennifer’s expert witness on mental capacity |
Dr Hugh Series | Dr Series | Consultant psychiatrist. Adam’s expert witness on mental capacity |
Rostons | Rostons | Single joint expert on valuation |
The third Defendant is not a family member and is party to this litigation in her capacity as executor of the Disputed Wills.
![PT-2018-000874 - [2025] EWHC 2796 (Ch)](https://backend.juristeca.com/files/emisores/logo_O3rEzCI.png)