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Civil Partnership Bill [HL]


Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 1 — Wills

142

 

(a)   

two people wish to register as civil partners of each other in England

and Wales, and

(b)   

one of them (“A”) is a member of Her Majesty’s forces who is serving

outside the United Kingdom and the other (“B”) resides in England

or Wales.

5

      (5)  

A is not required to give a notice of proposed civil partnership to a

registration authority in England or Wales in order to register in England or

Wales as B’s civil partner.

      (6)  

B may give a notice of proposed civil partnership and make the necessary

declaration without regard to the requirement that would otherwise apply

10

that A must reside in England or Wales.

      (7)  

If, on giving such notice, B makes an election under this paragraph, Chapter

1 of Part 2 applies with the modifications given in paragraphs 4 to 6 and the

further modifications in sub-paragraph (8).

      (8)  

The further modifications are that—

15

(a)   

the civil partnership schedule is not to be issued by a registration

authority unless A or B produces to that registration authority a

certificate of no impediment issued to A under the relevant

provision;

(b)   

the applicable period is the period of one month beginning with the

20

day on which B’s notice is given;

(c)   

section 31 applies as if in subsections (1)(a) and (2)(c) for “each

notice” there were substituted “B’s notice”.

      (9)  

“The relevant provision” means—

(a)   

if A resides in Scotland, section 97;

25

(b)   

if A resides in Northern Ireland, section 150;

(c)   

if A is a member of Her Majesty’s forces who is serving outside the

United Kingdom, section 239.

     (10)  

“Her Majesty’s forces” has the same meaning as in the Army Act 1955

(3 & 4 Eliz. 2 c. 18).

30

Schedule 4

Section 71

 

Wills, administration of estates and family provision

Part 1

Wills

1          

Amend the Wills Act 1837 (c. 26) as follows.

35

2          

After section 18A insert—

“18B    

Will to be revoked by civil partnership

(1)   

Subject to subsections (2) to (6), a will is revoked by the formation of

a civil partnership between the testator and another person.

(2)   

A disposition in a will in exercise of a power of appointment takes

40

effect despite the formation of a subsequent civil partnership

between the testator and another person unless the property so

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 1 — Wills

143

 

appointed would in default of appointment pass to the testator’s

personal representatives.

(3)   

If it appears from a will—

(a)   

that at the time it was made the testator was expecting to

form a civil partnership with a particular person, and

5

(b)   

that he intended that the will should not be revoked by the

formation of the civil partnership,

   

the will is not revoked by its formation.

(4)   

Subsections (5) and (6) apply if it appears from a will—

(a)   

that at the time it was made the testator was expecting to

10

form a civil partnership with a particular person, and

(b)   

that he intended that a disposition in the will should not be

revoked by the formation of the civil partnership.

(5)   

The disposition takes effect despite the formation of the civil

partnership.

15

(6)   

Any other disposition in the will also takes effect, unless it appears

from the will that the testator intended the disposition to be revoked

by the formation of the civil partnership.

18C     

Effect of dissolution or annulment of civil partnership on wills

(1)   

This section applies if, after a testator has made a will—

20

(a)   

a court of civil jurisdiction in England and Wales dissolves

his civil partnership or makes a nullity order in respect of it,

or

(b)   

his civil partnership is dissolved or annulled and the

dissolution or annulment is entitled to recognition in

25

England and Wales by virtue of Chapter 3 of Part 5 of the

Civil Partnership Act 2004.

(2)   

Except in so far as a contrary intention appears by the will—

(a)   

provisions of the will appointing executors or trustees or

conferring a power of appointment, if they appoint or confer

30

the power on the former civil partner, take effect as if the

former civil partner had died on the date on which the civil

partnership is dissolved or annulled, and

(b)   

any property which, or an interest in which, is devised or

bequeathed to the former civil partner shall pass as if the

35

former civil partner had died on that date.

(3)   

Subsection (2)(b) does not affect any right of the former civil partner

to apply for financial provision under the Inheritance (Provision for

Family and Dependants) Act 1975.”

3          

The following provisions—

40

(a)   

section 15 of the Wills Act 1837 (c. 26) (avoidance of gifts to attesting

witnesses and their spouses), and

(b)   

section 1 of the Wills Act 1968 (c. 28) (restriction of operation of

section 15),

           

apply in relation to the attestation of a will by a person to whose civil partner

45

there is given or made any such disposition as is described in section 15 of

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 2 — Administration of estates and family provision

144

 

the 1837 Act as they apply in relation to a person to whose spouse there is

given or made any such disposition.

4          

In section 16 of the 1837 Act, after “wife or husband” insert “or civil partner”.

5          

Except where a contrary intention is shown, it is presumed that if a

testator—

5

(a)   

devises or bequeaths property to his civil partner in terms which in

themselves would give an absolute interest to the civil partner, but

(b)   

by the same instrument purports to give his issue an interest in the

same property,

           

the gift to the civil partner is absolute despite the purported gift to the issue.

10

Part 2

Administration of estates and family provision

Public Trustee Act 1906 (c. 55)

6          

In section 6(1), after “widower, widow” (in both places) insert “, surviving

civil partner”.

15

Administration of Estates Act 1925 (c. 23)

7          

In section 46 (succession to real and personal estate on intestacy), for

“husband or wife” (in each place) substitute “spouse or civil partner”.

8     (1)  

Amend section 47(1) (meaning of “the statutory trusts”) as follows.

      (2)  

In paragraph (i), after “or marry under that age” (in the first place) insert “or

20

form a civil partnership under that age”.

      (3)  

In that paragraph, after “or marry” (in the second place) insert “, or form a

civil partnership,”.

      (4)  

In paragraph (ii), after “marries” insert “, or forms a civil partnership,”.

9          

In section 47A, in subsection (1) and in the proviso to subsection (5), for

25

“husband or wife” substitute “spouse or civil partner”.

10         

In section 48(2), for “husband or wife” (in each place) substitute “spouse or

civil partner”.

11         

In section 51(3) (devolution of certain estates vested in infant who dies

without having married and without issue), after “without having been

30

married” insert “or having formed a civil partnership,”.

12         

In section 55(1)(xviii) (which defines “valuable consideration” as including

marriage), after “includes marriage,” insert “and formation of a civil

partnership,”.

Intestates’ Estates Act 1952 (c. 64)

35

13    (1)  

Amend section 5 and Schedule 2 (rights of surviving spouse as respects the

matrimonial home) as follows.

      (2)  

For “husband or wife” (in each place) substitute “spouse or civil partner”.

      (3)  

In section 5, after “matrimonial” insert “or civil partnership”.

      (4)  

In the heading of each—

40

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 2 — Administration of estates and family provision

145

 

(a)   

after “spouse” insert “or civil partner”, and

(b)   

after “matrimonial” insert “or civil partnership”.

Family Provision Act 1966 (c. 35)

14         

In section 1(1) (fixed net sum payable to surviving spouse of person dying

intestate), for “husband or wife” substitute “spouse or civil partner”.

5

Inheritance (Provision for Family and Dependants) Act 1975 (c. 63)

15    (1)  

Amend section 1 (application for financial provision from deceased person’s

estate) as follows.

      (2)  

For subsection (1)(a) and (b) (application may be made by spouse or by

former spouse who has not remarried) substitute—

10

“(a)   

the spouse or civil partner of the deceased;

(b)   

a former spouse or former civil partner of the deceased, but

not one who has formed a subsequent marriage or civil

partnership;”.

      (3)  

In subsection (1)(ba) (application may be made by person living as husband

15

or wife of the deceased), after “subsection (1A)” insert “or (1B)”.

      (4)  

In subsection (1)(d) (application may be made by child of the family), after

“marriage” (in each place) insert “or civil partnership”.

      (5)  

After subsection (1A) insert—

“(1B)   

This subsection applies to a person if for the whole of the period of

20

two years ending immediately before the date when the deceased

died the person was living—

(a)   

in the same household as the deceased, and

(b)   

as the civil partner of the deceased.”

      (6)  

In subsection (2) (meaning of “reasonable financial provision”), after

25

paragraph (a) insert—

“(aa)   

in the case of an application made by virtue of subsection

(1)(a) above by the civil partner of the deceased (except

where, at the date of death, a separation order under Chapter

2 of Part 2 of the Civil Partnership Act 2004 was in force in

30

relation to the civil partnership and the separation was

continuing), means such financial provision as it would be

reasonable in all the circumstances of the case for a civil

partner to receive, whether or not that provision is required

for his or her maintenance;”.

35

16         

In section 2(1) (orders which may be made on an application), after

paragraph (f) insert—

“(g)   

an order varying any settlement made—

(i)   

during the subsistence of a civil partnership formed

by the deceased, or

40

(ii)   

in anticipation of the formation of a civil partnership

by the deceased,

   

on the civil partners (including such a settlement made by

will), the variation being for the benefit of the surviving civil

partner, or any child of both the civil partners, or any person

45

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 2 — Administration of estates and family provision

146

 

who was treated by the deceased as a child of the family in

relation to that civil partnership.”

17    (1)  

Amend section 3(2) (application by spouse or former spouse: matters to

which court is to have regard) as follows.

      (2)  

For the words from the beginning to “1(1)(b) of this Act” substitute—

5

   

“This subsection applies, without prejudice to the generality of

paragraph (g) of subsection (1) above, where an application for an

order under section 2 of this Act is made by virtue of section 1(1)(a)

or (b) of this Act.”

      (3)  

The words from “the court shall, in addition” to the end of paragraph (b)

10

shall become a second sentence of the subsection and, in paragraph (a) of the

sentence so formed, after “duration of the marriage” insert “or civil

partnership”.

      (4)  

The words from “in the case of an application by the wife or husband” to the

end shall become a third sentence of the subsection.

15

      (5)  

At the end insert the following sentence—

   

“In the case of an application by the civil partner of the deceased, the

court shall also, unless at the date of the death a separation order

under Chapter 2 of Part 2 of the Civil Partnership Act 2004 was in

force and the separation was continuing, have regard to the

20

provision which the applicant might reasonably have expected to

receive if on the day on which the deceased died the civil

partnership, instead of being terminated by death, had been

terminated by a dissolution order.”

18         

In section 3(2A) (application by person living as husband or wife of

25

deceased: matters to which court is to have regard), in paragraph (a), after

“wife” insert “or civil partner”.

19         

In section 6(3) and (10) (variation etc. of orders which cease on occurrence of

specified event other than remarriage of former spouse), for “(other than the

remarriage of a former wife or former husband)” substitute “(other than the

30

formation of a subsequent marriage or civil partnership by a former spouse

or former civil partner)”.

20         

After section 14 insert—

“14A    

Provision as to cases where no financial relief was granted in

proceedings for the dissolution etc. of a civil partnership

35

(1)   

Subsection (2) below applies where—

(a)   

a dissolution order, nullity order, separation order or

presumption of death order has been made under Chapter 2

of Part 2 of the Civil Partnership Act 2004 in relation to a civil

partnership,

40

(b)   

one of the civil partners dies within twelve months from the

date on which the order is made, and

(c)   

either—

(i)   

an application for a financial provision order under

Part 1 of Schedule 5 to that Act or a property

45

adjustment order under Part 2 of that Schedule has

not been made by the other civil partner, or

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 2 — Administration of estates and family provision

147

 

(ii)   

such an application has been made but the

proceedings on the application have not been

determined at the time of the death of the deceased.

(2)   

If an application for an order under section 2 of this Act is made by

the surviving civil partner, the court shall, notwithstanding anything

5

in section 1 or section 3 of this Act, have power, if it thinks it just to

do so, to treat the surviving civil partner as if the order mentioned in

subsection (1)(a) above had not been made.

(3)   

This section shall not apply in relation to a separation order unless at

the date of the death of the deceased the separation order was in

10

force and the separation was continuing.”

21         

After section 15 insert—

“15ZA   

Restriction imposed in proceedings for the dissolution etc. of a civil

partnership on application under this Act

(1)   

On making a dissolution order, nullity order, separation order or

15

presumption of death order under Chapter 2 of Part 2 of the Civil

Partnership Act 2004, or at any time after making such an order, the

court, if it considers it just to do so, may, on the application of either

of the civil partners, order that the other civil partner shall not on the

death of the applicant be entitled to apply for an order under section

20

2 of this Act.

(2)   

In subsection (1) above “the court” means the High Court or, where

a county court has jurisdiction by virtue of Part 5 of the Matrimonial

and Family Proceedings Act 1984, a county court.

(3)   

In the case of a dissolution order, nullity order or presumption of

25

death order (“the main order”) an order may be made under

subsection (1) above before (as well as after) the main order is made

final, but if made before the main order is made final it shall not take

effect unless the main order is made final.

(4)   

Where an order under subsection (1) above made in connection with

30

a dissolution order, nullity order or presumption of death order has

come into force with respect to a civil partner, then, on the death of

the other civil partner, the court shall not entertain any application

for an order under section 2 of this Act made by the surviving civil

partner.

35

(5)   

Where an order under subsection (1) above made in connection with

a separation order has come into force with respect to a civil partner,

then, if the other civil partner dies while the separation order is in

force and the separation is continuing, the court shall not entertain

any application for an order under section 2 of this Act made by the

40

surviving civil partner.”

22         

After section 15A insert—

“15B    

Restriction imposed in proceedings under Schedule 7 to the Civil

Partnership Act 2004 on application under this Act

(1)   

On making an order under paragraph 9 of Schedule 7 to the Civil

45

Partnership Act 2004 (orders for financial provision, property

adjustment and pension-sharing following overseas dissolution etc.

 

 

Civil Partnership Bill [HL]
Schedule 4 — Wills, administration of estates and family provision
Part 2 — Administration of estates and family provision

148

 

of civil partnership) the court, if it considers it just to do so, may, on

the application of either of the civil partners, order that the other civil

partner shall not on the death of the applicant be entitled to apply for

an order under section 2 of this Act.

(2)   

In subsection (1) above “the court” means the High Court or, where

5

a county court has jurisdiction by virtue of Part 5 of the Matrimonial

and Family Proceedings Act 1984, a county court.

(3)   

Where an order under subsection (1) above has been made with

respect to one of the civil partners in a case where a civil partnership

has been dissolved or annulled, then, on the death of the other civil

10

partner, the court shall not entertain an application under section 2

of this Act made by the surviving civil partner.

(4)   

Where an order under subsection (1) above has been made with

respect to one of the civil partners in a case where civil partners have

been legally separated, then, if the other civil partner dies while the

15

legal separation is in force, the court shall not entertain an

application under section 2 of this Act made by the surviving civil

partner.”

23         

In section 16(1) (power to vary secured periodical payments orders)—

(a)   

after “the Matrimonial Causes Act 1973” insert “or Schedule 5 to the

20

Civil Partnership Act 2004”, and

(b)   

after “that Act” insert “of 1973 or Part 11 of that Schedule”.

24         

In section 17(4) (meaning of “maintenance agreement”)—

(a)   

for “entered into a marriage” substitute “formed a marriage or civil

partnership”,

25

(b)   

after “of the parties to that marriage” insert “or of the civil partners”,

and

(c)   

after “marriage” (in the third and fourth places) insert “or civil

partnership”.

25         

After section 18 insert—

30

“18A    

Availability of court’s powers under this Act in applications under

paragraphs 60 and 73 of Schedule 5 to the Civil Partnership Act 2004

(1)   

Where—

(a)   

a person against whom a secured periodical payments order

was made under Schedule 5 to the Civil Partnership Act 2004

35

has died and an application is made under paragraph 60 of

that Schedule for the variation or discharge of that order or

for the revival of the operation of any suspended provision of

the order, or

(b)   

a party to a maintenance agreement within the meaning of

40

Part 13 of that Schedule has died, the agreement being one

which provides for the continuation of payments under the

agreement after the death of one of the parties, and an

application is made under paragraph 73 of that Schedule for

the alteration of the agreement under paragraph 69 of that

45

Schedule,

   

the court shall have power to direct that the application made under

paragraph 60 or 73 of that Schedule shall be deemed to have been

 

 

 
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