Supreme Court Clarifies When an Heir’s Lawsuit Does Not Deprive Them of Their Share Under a Will
The Supreme Court of Israel accepted the appeal of a widow who lost the share bequeathed to her by her husband in his will after filing a property claim against the estate. The Court outlined three frameworks for applying a provision that leaves a litigating heir one shekel and remanded the case for reconsideration.
Key facts
- •Court: Supreme Court of Israel
- •Panel: Alex Stein, David Mintz, and Yael Willner
- •The case number and calendar date of the judgment are not specified in the source
- •Will provision: one shekel for anyone who contests it
- •Initial assessment of the widow’s rights: 32% of the shares, approximately 20 million shekels
- •After the appeal: approximately 6 million shekels
The Widow’s Dispute With the Deceased’s Children
A businessman who died in 2018 bequeathed shares in a company to his children from previous marriages, and works of art and certain rights in companies to his partner. The couple had lived as common-law spouses since 1995 and married in 2015. The will, made in 1998, stipulated that anyone who contested it would receive only one shekel from the estate.
The Lower Courts’ Rulings
The widow demanded half of the increase in the company’s value accumulated during their life together, arguing that the relevant property had also belonged to her during her husband’s lifetime. The Tel Aviv Family Court recognized her right to 32% of the shares or their monetary value—approximately 20 million shekels—but at the same time denied her rights under the will. The Tel Aviv District Court reduced the award to approximately 6 million shekels and upheld the denial of her share in the estate.
The Three Situations Distinguished by the Court
In a case of “mistake,” where the testator incorrectly defined the scope of the estate, the sanction provision should not be applied. In a case of an “offer,” where the testator was aware of the heir’s possible property rights and deliberately presented the heir with a choice between exercising them and receiving their share under the will, going to court may result in forfeiture of the inheritance. In a case of a “doubtful offer,” where it is unclear whether the testator was aware of those rights, the court must examine whether the claim was reasonable and filed in good faith; if both conditions are met, the heir should not automatically lose the share bequeathed by the testator.
Why the Case Will Be Reconsidered
Justices Alex Stein, David Mintz, and Yael Willner ruled that an express prohibition in a will is not sufficient to automatically deny an inheritance. The Court proceeded from the need to respect the testator’s wishes but emphasized that a person cannot bequeath property that does not belong to them. The Family Court will have to determine the extent to which the deceased understood the scope of his property and the widow’s possible rights in it.
What this means for you
A property claim against an estate will no longer automatically result in the loss of a share under a will, even if the will includes a forfeiture provision. Courts must determine whether the testator understood the heir’s possible rights, and where doubt exists, assess whether the claim was reasonable and filed in good faith. The source still does not report the final outcome of this widow’s claims: the case was remanded for reconsideration.
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