10/13/2020
START DATE
END DATE
29-Nov-23
Lauretta Lorna Stoneham v Bertram Nathaniel Fraser
COURT:
LAW:
JUDGE(S):
CLAIMANT'S LAWYER:
DEFENDANT'S LAWYER:
The Supreme Court of Bermuda
Testamentary capacity Dementia Montreal Cognitive Assessment Undue influence Proprietary Estoppel
Mussenden J
Kyle Masters Emma Duffy Carey Olsen Bermuda Limited
Marc Daniels Marc Geoffrey Ltd
FACTS OF THE CASE:
summary of Dispute over the validity of two 2018 Wills executed by Mrs. Fraser favoring Bertram over Lauretta based on claims of lack of mental capacity undue influence and promises made to Lauretta regarding Wisdom Manor
SUMMARY:
Testamentary capacity undue influence proprietary estoppel
OUTCOMES:
The judgment focused on the assessment of Mrs. Fraser's testamentary capacity the alleged undue influence by Bertram and the claim of proprietary estoppel by Lauretta
RULED IN FAVOUR OF:
Not explicitly stated as the detailed outcome of the judgment was not provided
PLAINTIFF/CLAIMANT
DEFENDANT:
DURATION (DAYS):
ISSUES:
RELEVANCE:
RULING:
RULING TYPE:
CASES CITED:
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