1 Aunt Cuts Great nephew out of ₤ 400k will after Care Home Suggestion
Freeman Macfarlane edited this page 3 months ago

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Two nephews are locked in a ₤ 400,000 will contest the fortune of a 'houseproud' widow, who disinherited one side of her household after they suggested she enter into a care home.
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Doreen Stock, 86, passed away childless in 2021 and left her whole estate to her nephew, Simon Stock, and his other half Catherine, who lived only a few minutes from her south London home.

But her Michigan-based great-nephew, 39-year-old Ben Chiswick, has actually now launched a bid to inherit the lot himself - despite not going to or even speaking with her over the phone considering that his relocate to the US eight years back.

Propulsion engineer Mr Chiswick had been due to inherit her fortune under a previous will written almost 40 years earlier in 1986 when he was a child, but was dramatically disinherited by his great-aunt a year before her death.

The row erupted after his parents recommended Ms Stock hang around in a care home while they enjoyed a three-week vacation.

Fighting to renew the previous will, Mr Chiswick claims Ms Stock, who he says was a 'fixture in his youth,' was too stricken by dementia to correctly understand what she was doing when she altered her testimony.

However, Simon and his better half are battling the case, declaring Mr Chiswick - who has resided in the US given that 2017 - had no 'significant relationship' with Ms Stock beyond his early years while Mr Stock had been 'the nearest thing to a kid she had'.

Sitting at Central London County Court, Judge Jane Evans-Gordon heard that 'independent' and sometimes 'persistent' Ms Stock had a deep psychological accessory to her home in Charminster Road, Mottingham, having actually shared it with her hubby Samuel until his death in 2001.

Ben Chiswick, 39, pictured right with dad Brent, is challenging Doreen Stock's will in the courts after she disinherited him a year before her death

Doreen Stock, 86, died childless in 2021 and left her whole estate to her nephew, Simon Stock (pictured), and his partner Catherine

With no kids of her own, Ms Stock's first will, made in 1986, left her estate to Mr Chiswick, kid of her niece Patricia Chiswick and spouse Brent.

The estate mainly includes the Mottingham home, which is valued online at about ₤ 400,000.

The court heard Ms Stock had actually had an excellent relationship with the Chiswicks, who helped her with her shopping and visited her routinely.

She even made an enduring power of lawyer in their favour, however before she died withdrawed the document and altered her will, leaving whatever to a nephew on her spouse's side.

Challenging the will, Mr Chiswick claims that his great-aunt's dementia in her final years implies there is severe doubt whether she had the essential capacity to make the modifications.

And he stated the truth there was no conversation with his side of the household about the brand-new will recommended 'something not right' about her modification of mind.

'Doreen and I had an actually pleased relationship and she understood that leaving her estate to me would make a to my life,' he said in his proof.

For Simon and Catherine, lawyer James McKean informed the court that Ms Stock had actually likewise been close to Simon, who was 'the nearest thing to a child she had,' adding to his school fees as a kid.

And although she formerly had a close relationship with Mr Chiswick's parents, that was messed up when they suggested she enter into a care home in 2019.

Patricia had then set up for a 'capacity assessment' for her aunt, which the lawyer stated resulted in Ms Stock fearing her independence was being threatened and eventually changing her will.

The estate primarily consists of the Mottingham home, which is valued online at about ₤ 400,000

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The court heard there had actually been 'structure resentment' with the way her power of lawyer was being administered, which 'finally boiled over in the summer of 2019 when the Chiswicks made an ill-judged - though perhaps well-intentioned - recommendation to Doreen that she invest a period in property care.

'Doreen was, by all accounts, jealously independent. It is little wonder that she found the proposal to be alarming and offending.

'No doubt Doreen was stressed over the possibility of entering into a home, then was asked to undergo the capacity assessment, and put 2 and 2 together.'

Within weeks of the assessment, which resulted in a report mentioning she 'did not have capacity,' she had begun actions to revoke the power of attorney and make a new will in Simon and Catherine's favour, he told the judge.

Quizzing Patricia Chiswick in the witness box, he included: 'Doreen enjoyed her home and it had been her and Samuel's home before his death. There was a deep psychological connection to that residential or commercial property.

'Saying to Doreen that she should leave that residential or commercial property and spend a long time in a care home was offending to her, wasn't it?

'From Doreen's point of view, this should have looked a real threat to her independence.'

But Patricia denied disturbing the pensioner, insisting that the strategy was just ever for a short break in a care home while she and her hubby went on vacation.

'It was merely an idea since we do not normally go away for three weeks at a time, and I think she had been quite unwell and her health was degrading in general,' she stated.

'I was worried about leaving her and I thought it would be quite great if she could go someplace where she could be cared for while we were away.

'It was absolutely stressed out that it was for 3 weeks. There was no suggestion she was going to stay there forever.'

The Chiswicks did not visit Ms Stock again between the capability evaluation in 2019 and her death in May 2021.

For Patricia's boy Mr Chiswick, who is the complaintant in the case, barrister Simon Lane said that, at the time she made the brand-new will, she was 'susceptible and was behaving out of character.'

The 2019 evaluation carried out after the tip of a care home relocation had resulted in a specialist's finding that she 'lacked capability,' he said.

But Mr McKean said the evaluation was lacking, with Ms Stock responding to with 'irritable hostility' when she was quizzed about things that made no sense to her, such as a fire which never really took place.

Other evaluations around the very same time had resulted in findings that she did have capacity, although she was experiencing 'mild' dementia,' he said.

'Doreen may have had some memory problems, however capability and memory are various monsters,' he said.

'The court will struggle to discover any evidence of impaired cognition or thinking. On the contrary, Doreen's behaviour, worths and reasoning were consistent and plausible at all times.'

He said there was factor for her to choose to alter her will, the last being made more than thirty years previously, which already Mr Chiswick - living and dealing with the other side of the Atlantic - would have been 'far from her mind as a recipient.'

He had actually not seen her once again and even spoken on the phone after transferring to the US, while the majority of the proof of their relationship came from when he was a child.

On the other hand, Mr Stock and his better half had actually had the ability to visit her frequently, living not far from her in Eltham, south London, he stated.

'The court can be surprised neither by the making of the disputed will, nor by Doreen's option of beneficiaries,' he included.

The judge is anticipated to provide her judgment on the case at a later date.