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STATUTORY WILLS - A CASE STUDY

Mrs Jones, as part of her retirement planning, granted an enduring power of attorney to her nephew, Roger. Unfortunately, her mental faculties subsequently deteriorated and Roger, in complying with his legal duty, registered the enduring power with the Court of Protection. As time went on, Mrs Jones found it hard to manage living on her own and so moved into The Elms residential home.

1 July 1999



Mrs Jones, as part of her retirement planning, granted an enduring power of attorney to her nephew, Roger. Unfortunately, her mental faculties subsequently deteriorated and Roger, in complying with his legal duty, registered the enduring power with the Court of Protection. As time went on, Mrs Jones found it hard to manage living on her own and so moved into "The Elms" residential home.

Mrs Jones owns her home, "Whiteacre", which is worth in the region of £160,000. The house is now being sold. Apart from her home, Mrs Jones has £25,000 in her building society account and £1,000 in her bank account for the receipt of her pensions and payment of outgoings on the house. Apart from the interest on the savings account, Mrs Jones's sources of income are her state pension, attendance allowance and a small pension from her late husband's former employer.

Five years previously, Mrs Jones had made a will. She had appointed Roger her sole e...

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