>Meek, Re
Given the estrangement from intestacy beneficiaries and egregious breach of trust by former deputies, it is not in Gladys Meek's best interests for her estate to pass to intestacy heirs or the former deputies; the statutory will should benefit the Grimshaw family and specified charities. The security bond must be called in for the full amount to redress the loss to the estate, as this is in the best interests of the protected person and consistent with the statutory scheme.
- Parties
- Applicant: Hugh Adrian Scott Jones; First Respondent: Jason Parkin; Second Respondent: Margaret Lynne Parkin; Third Respondent: Janet Miller; Fourth Respondent: Margaret Phyllis Johnson; Fifth Respondent: Gladys Meek (by her litigation friend, the Official Solicitor)
- Jurisdiction
- England and Wales
- Judgment Date
- 10 April 2014
- Procedural Posture
- Court of Protection Property and Affairs / Judgment on Application for Statutory Will and Related Orders
- Outcome
- Application granted
- Legal Topics
- Statutory Wills, Deputy Misconduct, Security Bonds, Best Interests, Intestacy, Breach of Fiduciary Duty
Case Brief
Summary, issues, holding and outcome
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Parties
Hugh Adrian Scott Jones
Applicant
Jason Parkin
First Respondent
Margaret Lynne Parkin
Second Respondent
Janet Miller
Third Respondent
Margaret Phyllis Johnson
Fourth Respondent
Gladys Meek (by her litigation friend, the Official Solicitor)
Fifth Respondent
Procedural Posture
Court of Protection Property and Affairs / Judgment on Application for Statutory Will and Related Orders
Legal Issues
- 1 Whether the court should authorise a statutory will for Gladys Meek and determine its beneficiaries
- 2 Whether the security bond of former deputies should be called in due to breach of duty
- 3 Whether the conduct of former deputies should be referred to the police
Ratio Decidendi
Given the estrangement from intestacy beneficiaries and egregious breach of trust by former deputies, it is not in Gladys Meek's best interests for her estate to pass to intestacy heirs or the former deputies; the statutory will should benefit the Grimshaw family and specified charities. The security bond must be called in for the full amount to redress the loss to the estate, as this is in the best interests of the protected person and consistent with the statutory scheme.
Court Disposition
Application granted
Orders
- Statutory will to be executed in terms proposed by the Official Solicitor: personal chattels to Grimshaw family, residue divided among Rachel Grimshaw, Christadelphian Care Homes, National Trust for Scotland, RSPB, and Ashbourne Animal Welfare.
- Public Guardian to call in the full security bond of £275,000 from former deputies Janet Miller and Margaret Phyllis Johnson.
Full Case Text
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