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  • #8

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Opened Jun 21, 2025 by Antoine Spruson@antoinespruson
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Aunt Cuts Great-nephew out of ₤ 400k will after Care Home Suggestion


Two nephews are locked in a ₤ 400,000 will fight over the fortune of a 'houseproud' widow, who disinherited one side of her family after they recommended she go into a care home.

Doreen Stock, 86, died childless in 2021 and left her entire estate to her nephew, Simon Stock, and his better half Catherine, who lived just a couple of minutes from her south London home.

But her Michigan-based great-nephew, 39-year-old Ben Chiswick, has actually now introduced a quote to inherit the lot himself - despite not visiting or perhaps talking to her over the phone given that his relocation to the US eight years earlier.

Propulsion engineer Mr Chiswick had been because of inherit her fortune under a previous will composed nearly 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 appeared after his moms and dads suggested Ms Stock hang out in a care home while they enjoyed a three-week holiday.

Fighting to renew the previous will, Mr Chiswick claims Ms Stock, who he states was a 'component in his youth,' was too stricken by dementia to properly comprehend what she was doing when she changed her testimony.

However, Simon and his other half are fighting the case, declaring Mr Chiswick - who has lived in the US considering that 2017 - had no 'meaningful relationship' with Ms Stock beyond his early years while Mr Stock had actually been 'the nearby thing to a child she had'.

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

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

Doreen Stock, 86, passed away childless in 2021 and left her entire estate to her nephew, Simon Stock (visualized), and his better half Catherine

Without any kids of her own, Ms Stock's very first will, made in 1986, left her estate to Mr Chiswick, kid of her niece Patricia Chiswick and hubby Brent.

The estate primarily contains the Mottingham house, 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 regularly.

She even made an enduring power of attorney in their favour, but before she died revoked the document and changed her will, leaving everything to a nephew on her other half's side.

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

And he said the there was no discussion with his side of the family about the new will recommended 'something not right' about her change of mind.

'Doreen and I had an actually pleased relationship and she comprehended that leaving her estate to me would make an enormous difference to my life,' he stated in his proof.

For Simon and Catherine, barrister James McKean informed the court that Ms Stock had actually also been close to Simon, who was 'the nearest thing to a son she had,' contributing to his school charges as a child.

And although she formerly had a close relationship with Mr Chiswick's moms and dads, that was ruined when they suggested she go into a care home in 2019.

Patricia had actually then arranged for a 'capability assessment' for her aunt, which the barrister said resulted in Ms Stock fearing her independence was being threatened and ultimately altering her will.

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

Can we gift our child three of the bedrooms in our home to lower inheritance tax bill?

The court heard there had actually been 'structure resentment' with the method her power of lawyer was being administered, which 'finally boiled over in the summertime of 2019 when the Chiswicks made an ill-judged - though maybe well-intentioned - recommendation to Doreen that she spend a duration in residential care.

'Doreen was, by all accounts, jealously independent. It is little marvel that she discovered the proposition to be alarming and offending.

'No doubt Doreen was fretted about the prospect of going into a home, then was asked to go through the capability evaluation, and put 2 and two together.'

Within weeks of the assessment, which led to a report mentioning she 'did not have capability,' she had started actions to revoke the power of attorney and make a brand-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 actually been her and Samuel's home before his death. There was a deep emotional connection to that residential or commercial property.

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

'From Doreen's perspective, this must have looked a real risk to her self-reliance.'

But Patricia rejected disturbing the pensioner, firmly insisting that the plan was just ever for a short break in a care home while she and her partner went on vacation.

'It was merely an idea due to the fact that we do not typically go away for three weeks at a time, and I think she had been rather unwell and her health was weakening in general,' she stated.

'I was concerned about leaving her and I thought it would be quite nice if she might go someplace where she could be looked after while we were away.

'It was definitely stressed that it was for 3 weeks. There was no tip she was going to remain there indefinitely.'

The Chiswicks did not check out Ms Stock again in between the capability assessment in 2019 and her death in May 2021.

For Patricia's boy Mr Chiswick, who is the plaintiff in the case, lawyer Simon Lane stated that, at the time she made the new will, she was 'susceptible and was behaving out of character.'

The 2019 assessment conducted after the tip of a care home move had actually led to a professional's finding that she 'lacked capacity,' he said.

But Mr McKean stated the assessment wanted, 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 in fact took place.

Other assessments around the exact same time had actually resulted in findings that she did have capability, although she was experiencing 'moderate' dementia,' he said.

'Doreen might have had some memory problems, however capability and memory are various beasts,' he stated.

'The court will have a hard time to discover any proof of impaired cognition or reasoning. On the contrary, Doreen's behaviour, values and reasoning corresponded and plausible at all times.'

He said there was reason for her to choose to change her will, the last being made more than 30 years formerly, and that already Mr Chiswick - living and working on the opposite of the Atlantic - would have been 'far from her mind as a beneficiary.'

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

On the other hand, Mr Stock and his spouse had been able to visit her regularly, living not far from her in Eltham, south London, he said.

'The court can be stunned neither by the making of the contested will, nor by Doreen's option of recipients,' he included.

The judge is anticipated to give her judgment on the case at a later date.
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Reference: antoinespruson/salonrenter#8