Factual Background
Factual Background
The parties disagreed as to the court’s ability to resolve disputed issues of fact in circumstances in which neither party elected to seek a direction requiring any witness to attend court for cross-examination. I address that issue later on in this judgment (see paragraphs 67 – 80 below). For the purposes of this summary of the factual background, I refer to the contemporaneous documentary evidence (which is voluminous, with the document bundle running to nearly 900 pages). I also refer to witness statements filed by the parties (which, at circa 400 pages, were also voluminous) where the evidence given is not in dispute, or where I have been able to resolve any dispute by reference to the contemporaneous documents.
- Heading
- Deputy Master Holden
- Factual Background
- The parties
- Graham’s will
- The letter of wishes
- Graham’s death and the immediate aftermath
- Suzanne’s Inheritance Act claim
- Breakdown in relations at Millpledge
- These proceedings
- Legal principles
- The source of the jurisdiction
- The applicable test
- Grounds for removal or replacement
- The exercise of the jurisdiction
- Resolving disputed issues of fact
- Grounds of removal
- Discussion and disposal Ground 1 – alleged breach of the duty to notify
- Ground 2 – alleged failure to keep and provide accounts
- Ground 3 – alleged failure to act fairly and disinterestedly in the administration of the Trust
- Ground 4 – alleged failure to exercise independent oversight of the company
- Ground 5 – alleged breach of trust in allowing a non-beneficiary to occupy trust property
- Ground 6 – breakdown in relations / hostility
- Overall evaluative exercise
- Conclusions
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