Equity and Trust

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  • Topic: January 1, March 4, 1895
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Cy pres doctrine.

Initial failure: General charitable intention.

Re Rymer [1895] 1 Ch. 19, Re Harwood [1936] Ch. 285, Re Satterthwaite's W.T. [1966] 1 W.L.R. 277, Re Spence's W.T. [1979] Ch. 483, Re Jenkins' W.T. [1966] Ch. 249. Re Faraker [1912] 2 Ch. 488, Re Finger's W.T. [1972] Ch. 286, Re Koeppler's W.T. [1986] Ch. 423; [1985] 2 All E.R. 869. Re Lysaght [1966] Ch. 191, Re Woodhams [1981] 1 W.L.R. 493, Harris v. Sharp, unreported (noted [1988] Conv 288, but the case has since gone to the C.A.).

Subsequent failure.

Re Slevin [1891] 2 Ch. 236, Re King [1923] 1 Ch. 243, Re Moon [1948] 1 All E.R. 300, Re Wright [1954] Ch. 347. But see also North Devon and West Somerset Trusts [1953] 1 W.L.R. 1260. Why not automatically subsequent failure? And why initial failure in Ulverston?

Modernisation of charities.

Re Weir Hospital [1910] 2 Ch. 124, Re Robinson [1923] 2 Ch. 332, Re Dominion Students' Hall Trust [1947] Ch. 183, Re J.W. Laing Trust [1984] Ch. 143, Oldham B.C. v. A-G [1993] 2 All E.R. 432. Charities Act 1960 ss. 13,14.

[1983] Conv. 40 (Wilson).
Re Lepton's Charity [1972] Ch. 276, Varsani v. Jesani [1998] 3 All E.R. 273 (CA). Charities Act 1993, ss. 74-75.
Michael Sladen: "Charities Act 1985" [1986] Conv. 78 (noting that the provisions of the 1985 Act were re-enacted with only minor alterations in 1993).
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