before me. It was agreed that she need not attend while the witnesses gave evidence,
but that she should be supplied with the daily transcript and should have an
opportunity, if she wished, to make submissions on behalf of the Attorney General on
the questions between Zoran and the CPA. In the event she informed the court in a
letter dated 26 July 2007 that, in the light of the evidence, there was no need for her to
make any submissions.
13.
On the crucial issue of testamentary capacity, it was common ground that the burden
of proof lies on the CPA, as the party propounding the 1989 Will (or alternatively the
1988 Will), to satisfy the court on the balance of probabilities that Bane had
testamentary capacity on the dates when they were executed, and in particular that the
gifts in those wills in favour of the CPA were not affected by any delusional disorder
of Bane’s mind.
14.
It was also common ground that the basic test of testamentary capacity is still that set
out in the celebrated judgment of Sir Alexander Cockburn CJ, giving the judgment of
the Court of Queen’s Bench (comprising, apart from himself, Blackburn, Mellor and
Hannen JJ) in Banks v Goodfellow (1870) 5QB 549 at 565:
“It is essential to the exercise of such a power that a testator
shall understand the nature of the act and its effects; shall
understand the extent of the property of which he is disposing;
shall be able to comprehend and appreciate the claims to which
he ought to give effect; and, with a view to the latter object,
that no disorder of the mind shall poison his affections, pervert
his sense of right, or prevent the exercise of his natural faculties
– that no insane delusion shall influence his will in disposing of
his property and bring about a disposal of it which, if the mind
had been sound, would not have been made.”
15.
There was, however, a disagreement between the parties, to which I will need to
return, about the precise degree of capacity which has to be shown in a case where the
testator suffered from insane delusions. The difference between the parties lies in the
answer to the question whether the delusions brought about a disposal of the testator’s
estate which he would not have made if of sound mind. Does it only have to be
shown, in order for the will to be valid, that the delusions did not in fact exercise any
influence on the dispositions in the will, or does it also have to be shown that the
delusions were not likely to influence the dispositions in the will, whether or not they
actually did so? The CPA argued for the former of these tests, and Zoran for the
latter.
16.
It is convenient to record at this stage that Miss Clare Montgomery QC and Mr
William Henderson appeared for Zoran, and Mr Andrew Simmonds QC and Miss
Tracey Angus for the first and second defendants.
The Facts in Outline and the Terms of the Wills
17.
I will begin by giving a brief account of some of the key events in Bane’s life, and
describing the terms of his wills in more detail than I have done so far.