Allcard v. Skinner (1887) 36 Ch D 145
Presumption of undue influence in fiduciary and spiritual relationships, the burden on the donee, and the bar of delay in equity.
 
        
 Quick Summary
      In Allcard v. Skinner (1887), a young woman joined a religious sisterhood and made large gifts after vows of poverty and obedience. Because the relationship allowed strong spiritual control, the law presumed undue influence. Such gifts are voidable unless the donee proves the donor’s free and informed consent with independent advice. However, equity also requires prompt action; her long delay barred relief.
Issues
- Does a fiduciary/spiritual relationship raise a presumption of undue influence?
- Who bears the burden to prove free, informed consent?
- Does delay (laches) bar recovery of gifts?
Rules
- A fiduciary or influential relationship (e.g., spiritual adviser–devotee) presumes undue influence for large voluntary gifts.
- Burden on donee: prove the donor acted freely, with full understanding and independent legal advice.
- Prompt action required: a claimant must act soon after the influence ends; delay defeats equity.
Facts (Timeline)
 
      1867: Ms. Mary Allcard seeks spiritual guidance; confessor is Rev. Mr. Nihill.
1868: Meets Miss Skinner, Lady Superior of “Sisters of the Poor.”
1871: Admitted; vows of poverty, chastity, obedience. Obedience limits outside advice.
1872–1874: Transfers money and railway stock to the sisterhood. No independent advice.
1879: Leaves the sisterhood; consults a solicitor but does not sue.
1885: Files suit to recover gifts on ground of undue influence; trial court rules for Skinner; appeal follows.
Arguments
Appellant (Allcard)
- Relationship allowed deep spiritual control; gifts not a free choice.
- No independent legal advice before transfers.
- Gifts should be set aside as products of undue influence.
Respondent (Skinner)
- Gifts were voluntary acts consistent with vows.
- Long delay after leaving the order bars relief (laches).
- Equity should not disturb settled gifts after many years.
Judgment
 
      The Court of Appeal accepted that the relationship enabled influence and that the gifts were presumptively affected by it. Such gifts are voidable unless the donee proves the donor’s free and informed consent with independence from pressure. However, the court refused recovery because the claimant delayed for years after leaving the sisterhood. Laches defeated the claim.
Ratio Decidendi
- In relationships of ascendancy, large voluntary gifts raise a presumption of undue influence.
- Donee must rebut by showing the donor’s free will, full understanding, and independent advice.
- Equitable relief is denied if the claimant does not act promptly after the influence ends.
Why It Matters
This case anchors modern doctrine on undue influence, clarifies the burden shift to the donee, and warns claimants that delay kills equity. It guides lawyers to secure independent advice where influence might be presumed.
Key Takeaways
Influential relationships trigger a presumption against the gift.
Donee must prove free will plus independent advice.
Late action invites laches; relief may be refused.
Document clear, independent advice before accepting gifts.
Mnemonic + 3-Step Hook
Mnemonic: “PIP: Presume–Independence–Promptness.”
- Presume: Relationship of influence → presumption against gift.
- Independence: Donee must show independent advice and free will.
- Promptness: Donor must act quickly or lose the remedy.
IRAC Outline
Issue
Does a fiduciary/spiritual relationship create a presumption of undue influence for large voluntary gifts, and does delay bar relief?
Rule
Presumption arises; burden shifts to donee to prove free, informed consent with independent advice. Equity denies relief for undue delay.
Application
Relationship enabled spiritual control; gifts made without independent advice. Although presumption applied, claimant waited for years after leaving the order.
Conclusion
Gifts were voidable but unrecoverable due to laches.
Glossary
- Undue Influence
- Pressure or ascendancy that overpowers a person’s free will in making a gift or contract.
- Voidable
- Valid until set aside by the court upon a proper claim.
- Laches
- Delay that makes it unfair to grant equitable relief.
- Independent Advice
- Genuine legal advice free from the influence of the donee.
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