Solicitor rewrote aunts’ wills without informed consent

21 May 2012

Two wills drafted by a Hampshire solicitor for his elderly aunts, making him a major beneficiary of their estates, have been declared invalid.

The two women, Hannah Harris and Rosette Harris Emmanuel, were sisters and lived together in Southsea, where their nephew Michael Harris operated a practice. They had both executed earlier wills dividing their estates between their great-niece Sara Cushway and great-nephew Sebastian Elliot, both of whom live overseas.

Harris visited his aunts in late December 2005, and soon afterwards produced new wills which they executed. These wills left a third of their estates to him. Rosette, who was 84, died soon afterwards in January 2006, and Hannah Harris died the following year aged 91.

The disinherited great-niece and great-nephew challenged the wills. After a long dispute, the England & Wales High Court (EWHC) has now ruled that Harris did not obtain the testators’ full knowledge and approval when adding new clauses. Mr Justice Henderson noted that both women were in hospital at the time and had very poor eyesight. Rosette was taking opiate drugs for her cancer, and there was doubt about Hannah’s mental capacity, as she had dementia.

The court thus overturned the 2006 wills and reinstated the earlier ones that left the estates to the great-niece and great-nephew.

The estates’ original combined value was estimated at GBP400,000, but Harris had obtained power of attorney over both the women’s affairs when he visited them. He has already distributed Rosette’s estate, and has ‘depleted’ most of Hannah’s, the court was told. He is now aged over 70 with no assets. Mr Justice Henderson has referred the case to the Crown Prosecution Service (CPS).

 

Sources

 

Telegraph

Mail on Sunday

Portsmouth News

Law on the Web

 

 


Advert

Article Search

Browse jurisdictions by clicking on the map regions below

Wealthworks  Capital G
© 2013 Society of Trust & Estate Practitioners