Re Jones [2014] EWCOP 59

Wills & Trusts Law Reports | May 2016 #159

Mr Jones suffered from dementia and lacked testamentary capacity and capacity to make significant lifetime gifts. He had an estate of approximately £2.3m and was intestate. The effect of his dying intestate would be that, following the statutory legacy of £250,000 plus personal chattels to his wife, Mrs Jones, outright, Mrs Jones would receive half of the remainder of the estate absolutely and his daughter from a previous relationship, Ms Dawson, would receive the other half of the estate.

Ms Dawson’s mother and Mr Jones had separated when she was a child whereupon Ms Dawson...

Re Gladys Meek; Jones v Parkin & ors [2014] EWCOP 1

Wills & Trusts Law Reports | September 2014 #142

Mr Jones, the property and affairs deputy for Gladys Meek, asked for the court to authorise a statutory will leaving everything between National Trust for Scotland and a charity connected with the Christadelphian Church. He also asked for an order calling in the £275,000 security bond against her two former deputies, Mrs Miller and Mrs Johnson, and a direction as to whether he should refer the conduct of the two former deputies to the police.

Mrs Meek was born in 1919, widowed in 1961 and predeceased by her only child Barbara in 2010. Both her husband and Barbara died intestate an...

NT v FS & ors [2013] EWHC 684 (CP)

Wills & Trusts Law Reports | June 2013 #130

F is a 74-year-old retired rugby player with assets of £3m and was diagnosed with Alzheimer’s and dementia in 2006. The applicant (NT), who is F’s deputy, brought this application for a statutory will to be executed on behalf of F and for a statutory gift of £50,000 to be made to F’s 95-year-old mother (T). The respondents were the potential beneficiaries of such will. The statutory gift was uncontroversial, however the statutory will provisions were contested. Judge Behrens, in determining what terms would be in F’s best interests, had regard to previous authorit...