PT-2022-000261 - [2025] EWHC 2060 (Ch)
Chancery Division of the High Court

PT-2022-000261 - [2025] EWHC 2060 (Ch)

Fecha: 20-Ago-2025

Testamentary capacity

Testamentary capacity

56.

The relevant legal principles are well established and are derived from Banks v. Goodfellow (1870) LR 5QB 549. The testator must be able to:

(1)

understand the nature of her act, i.e. making a will, and its effects;

(2)

understand the extent of the property of which she is disposing;

(3)

comprehend and appreciate the claims to which she ought to give effect.

She must not be subject to any disorder of mind as shall “poison [her] affections, pervert [her] sense of right, or prevent the exercise of [her] natural faculties”.

57.

As to the burden of proof:

(1)

The burden is on the person seeking to establish the will (‘the propounder’) to establish capacity;

(2)

Where a will is duly executed and appears rational on its face, then the court will presume capacity;

(3)

An evidential burden then lies on the objector to raise a real doubt as to capacity;

(4)

Once a real doubt arises there is a positive burden on the propounder to establish capacity.

See Key v Key citing Ledger v Wootton [2007] EWHC 2599 (Ch), [2008] W.T.L.R. 235 at [5].