High Court admits will of deceased into probate, on the grounds that, despite her underlying depression and dementia, the deceased had testamentary capacity when making her final will, and she made this will in the knowledge that it would deal with her estate on death as she wished it to.
Probate – application by executors to admit will to proof in common form - testamentary capacity of the deceased - death certificate refers to “advanced dementia” and “cognitive impairment” - died almost 6 years following the date of making her will and 3 and a half years from the registration of an enduring power of attorney – evidence surrounding the making of the will – solicitor made a detailed affidavit - not concerned about the deceased’s testamentary capacity - he never received any indication from the nursing home that he should be concerned - 17 months after executing her will the solicitor was contacted due to concerns at the deterioration of the deceased – solicitor attended and noted a marked deterioration in the deceased’s mental condition and her physical condition – enduring power of attorney registered - clear that at that time the deceased was unable to manage her affairs and this was the reason for the registration of her enduring power of attorney - probate office prudently requested an affidavit of testamentary capacity from a doctor treating the deceased at the time she made her will in July 2012 - medical evidence available shows that the deceased probably had a stroke in June 2012 although this was not confirmed or communicated at that time - scored quite poorly at a rate of 3/10 on a cognitive assessment test that was carried out on 11 July 2012 which was only one week post executing her will – GP stated that she noticed that the deceased’s mental state could alter, due to a depressive illness she suffered from - deceased’s GP nor the deceased’s consultant in old age psychiatry could provide an affidavit - diagnosis of vascular cognitive impairment and depression was made on 11 May 2010 – had dementia at time of the execution of the will – contemporary notes refer to confusion – evidence of depression - letters of consent to this application from all beneficiaries who would have benefited under the 2008 Will but do not benefit under the 2012 - applicable legal principles to the question of testamentary capacity - testator must understand that she is executing a will and that this document will dispose of her estate on death - clear that the deceased intended to discuss her legal affairs with her long-standing solicitor - court is satisfied from the affidavits that there is evidence the deceased understood she was executing a will and that it would direct how her estate would be administered on her death - testator must know the nature and extent of her estate - evidence that she reviewed her bank statements and requested that larger print versions be made available for her to facilitate this task - testator must be able to call to mind the persons who might be expected to benefit from her estate and decide whether or not to benefit them - deceased had testamentary capacity – will admitted to probate –