Balfour v Balfour
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''Balfour v Balfour''
919 __NOTOC__ Year 919 ( CMXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar. Events By Place Byzantine Empire * March 25 – Romanos Lekapenos, admiral (''droungarios'') of the Byz ...
2 KB 571 is a leading
English contract law English contract law is the body of law that regulates legally binding agreements in England and Wales. With its roots in the lex mercatoria and the activism of the judiciary during the industrial revolution, it shares a heritage with countries ...
case. It held that there is a
rebuttable presumption In common law and civil law, a rebuttable presumption (in Latin, ''praesumptio iuris tantum'') is an assumption made by a court that is taken to be true unless someone proves otherwise. For example, a defendant in a criminal case is presumed i ...
against an intention to create a legally enforceable agreement when the agreement is domestic in nature.


Facts

Mr. Balfour was a civil engineer, and worked for the Government as the Director of
Irrigation Irrigation (also referred to as watering) is the practice of applying controlled amounts of water to land to help grow crops, landscape plants, and lawns. Irrigation has been a key aspect of agriculture for over 5,000 years and has been devel ...
in
Ceylon Sri Lanka (, ; si, ශ්‍රී ලංකා, Śrī Laṅkā, translit-std=ISO (); ta, இலங்கை, Ilaṅkai, translit-std=ISO ()), formerly known as Ceylon and officially the Democratic Socialist Republic of Sri Lanka, is an ...
(now
Sri Lanka Sri Lanka (, ; si, ශ්‍රී ලංකා, Śrī Laṅkā, translit-std=ISO (); ta, இலங்கை, Ilaṅkai, translit-std=ISO ()), formerly known as Ceylon and officially the Democratic Socialist Republic of Sri Lanka, is an ...
). Mrs Balfour was living with him. In 1915, they both came back to England during Mr Balfour's leave. But Mrs Balfour had developed
rheumatoid arthritis Rheumatoid arthritis (RA) is a long-term autoimmune disorder that primarily affects joints. It typically results in warm, swollen, and painful joints. Pain and stiffness often worsen following rest. Most commonly, the wrist and hands are inv ...
. Her doctor advised her to stay in England, because the climate in Ceylon would be detrimental to her health. Mr Balfour's boat was about to set sail, and he orally promised her £30 a month until she came back to Ceylon. They drifted apart, and Mr Balfour wrote saying it was better that they remain apart. In March 1918, Mrs Balfour sued him to keep up with the monthly £30 payments. In July she got a
decree nisi A decree nisi or rule nisi () is a court order that will come into force at a future date unless a particular condition is met. Unless the condition is met, the ruling becomes a decree absolute (rule absolute), and is binding. Typically, the condi ...
and in December she obtained an order for
alimony Alimony, also called aliment (Scotland), maintenance (England, Ireland, Northern Ireland, Wales, Canada, New Zealand), spousal support (U.S., Canada) and spouse maintenance (Australia), is a legal obligation on a person to provide financial sup ...
. At first instance, judge Charles Sargant held that Mr Balfour was under an obligation to support his wife.


Judgement

The Court of Appeal unanimously held that there was no enforceable agreement, although the depth of their reasoning differed.
Warrington LJ Thomas Rolls Warrington, 1st Baron Warrington of Clyffe, PC (29 May 1851 – 26 October 1937), known as Sir Thomas Warrington between 1904 and 1926, was a British lawyer and judge. Warrington was called to the Bar, Lincoln's Inn, in 1875, and af ...
delivered his opinion first, the core part being this passage. Then Duke LJ gave his. He placed weight on the fact that the parties had not yet been divorced, and that the promise had been made still whilst as husband and wife. Lord Justice Atkin
919 __NOTOC__ Year 919 ( CMXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar. Events By Place Byzantine Empire * March 25 – Romanos Lekapenos, admiral (''droungarios'') of the Byz ...
2 KB 571, 579-580
took a different approach, emphasising that there was no "intention to affect legal relations". That was so because it was a domestic agreement between husband and wife, and it meant the onus of proof was on the plaintiff, Mrs Balfour. She did not rebut the presumption.


Significance

The case is often cited in conjunction with ''
Merritt v Merritt ''Merritt v Merritt'' 970EWCA Civ 6is an English contract law case, on the matter of Creating legal relations in English law">creating legal relations. While under the principles laid out in Balfour v Balfour, domestic agreements between spouse ...
''
970 Year 970 ( CMLXX) was a common year starting on Saturday (link will display the full calendar) of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year ...
2 All ER 760;
970 Year 970 ( CMLXX) was a common year starting on Saturday (link will display the full calendar) of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year ...
1 WLR 1211. Here the court
distinguish The ruling made by the judge or panel of judges must be based on the evidence at hand and the standard binding precedents covering the subject-matter (they must be ''followed''). Definition In law, to distinguish a case means a court decides th ...
ed the case from ''Balfour v Balfour'' on the fact that Mr and Mrs Merritt, although still married, were estranged at the time the agreement was made and therefore any agreement between them was made with the intention to create legal relations. Both cases are often quoted examples of the principle of
precedent A precedent is a principle or rule established in a previous legal case that is either binding on or persuasive for a court or other tribunal when deciding subsequent cases with similar issues or facts. Common-law legal systems place great v ...
.


See also

* Creating legal relations in English law * Mechanisms of the English common law *'' Diwell v Farnes'' 9591 WLR 624; 9592 All ER 379; *'' Gould v Gould''
970 Year 970 ( CMLXX) was a common year starting on Saturday (link will display the full calendar) of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year ...
1 QB 275;
969 Year 969 ( CMLXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th ...
3 WLR 490;
969 Year 969 ( CMLXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th ...
3 All ER 728 *'' Hoddinott v Hoddinott'' 9492 KB 406 *'' Jones v Padavatton''
969 Year 969 ( CMLXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th ...
1 WLR 328;
969 Year 969 ( CMLXIX) was a common year starting on Friday (link will display the full calendar) of the Julian calendar, the 969th year of the Common Era (CE) and ''Anno Domini'' (AD) designations, the 969th year of the 1st millennium, the 69th ...
2 All ER 616 *'' Spellman v Spellman''
961 Year 961 (Roman numerals, CMLXI) was a common year starting on Tuesday (link will display the full calendar) of the Julian calendar. Events By place Byzantine Empire * March 6 – Siege of Chandax: Byzantine forces under Nikephoro ...
1 WLR 921;
961 Year 961 (Roman numerals, CMLXI) was a common year starting on Tuesday (link will display the full calendar) of the Julian calendar. Events By place Byzantine Empire * March 6 – Siege of Chandax: Byzantine forces under Nikephoro ...
2 All ER 498 *''
Merritt v Merritt ''Merritt v Merritt'' 970EWCA Civ 6is an English contract law case, on the matter of Creating legal relations in English law">creating legal relations. While under the principles laid out in Balfour v Balfour, domestic agreements between spouse ...
''
970 Year 970 ( CMLXX) was a common year starting on Saturday (link will display the full calendar) of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year ...
1 WLR 1211;
970 Year 970 ( CMLXX) was a common year starting on Saturday (link will display the full calendar) of the Julian calendar, the 970th year of the Common Era (CE) and ''Anno Domini'' designations, the 970th year of the 1st millennium, the 70th year ...
2 All ER 760 *'' Robinson v Customs and Excise Commissioners'' 000Po LR 112; Times, April 28, 2000 *'' Plate v Durst'', 42 W.Va. 63, 66-67, 24 S.E. 580, 581, 32 LRA 404 (1896) defendant promised plaintiff £1000 and a diamond ring if she would remain his domestic servant for 10 years, and she did, but then he claimed the promise was only in jest. Held that there was a valid contract. "Jokes are sometimes taken seriously... if such is the case, and thereby the person deceived is led to give valuable services in the full belief and expectation that the joker is in earnest, the law will also take the joker at his word, and give him good reason to smile."


Notes

{{Reflist, 2 Contract law 1919 in British law English enforceability case law Court of Appeal (England and Wales) cases 1919 in case law