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Created Jun 16, 2025 by Autumn Kershaw@autumnkershaw4Maintainer

Aunt Cuts Great-nephew out of ₤ 400k will after Care Home Suggestion


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

Doreen Stock, 86, passed away childless in 2021 and left her whole estate to her nephew, Simon Stock, and his wife Catherine, who lived just a few minutes from her south London home.
openhab.org
But her Michigan-based great-nephew, 39-year-old Ben Chiswick, has actually now launched a bid to inherit the lot himself - regardless of not checking out or perhaps speaking with her over the phone given that his relocate to the US 8 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 an infant, but was drastically disinherited by his great-aunt a year before her death.

The row erupted after his moms and dads recommended Ms Stock hang out in a care home while they enjoyed a three-week vacation.

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

However, Simon and his wife are fighting the case, claiming Mr Chiswick - who has lived in the US considering that 2017 - had no 'significant relationship' with Ms Stock beyond his early years while Mr Stock had actually been 'the nearest thing to a boy she had'.

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

Ben Chiswick, 39, visualized right with dad 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 other half Catherine

Without any children of her own, Ms Stock's first will, made in 1986, left her estate to Mr Chiswick, child of her niece Patricia Chiswick and other half Brent.

The estate primarily consists of the Mottingham house, which is at about ₤ 400,000.

The court heard Ms Stock had actually had a good relationship with the Chiswicks, who assisted her with her shopping and visited her frequently.

She even made a long lasting power of attorney in their favour, however before she passed away withdrawed the document and changed her will, leaving whatever to a nephew on her husband's side.

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

And he said the truth there was no discussion with his side of the household about the brand-new will suggested 'something not right' about her modification of mind.

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

For Simon and Catherine, lawyer James McKean told the court that Ms Stock had also been close to Simon, who was 'the nearby thing to a boy she had,' contributing to his school fees as a child.

And although she formerly had a close relationship with Mr Chiswick's parents, that was destroyed when they suggested she enter into a care home in 2019.

Patricia had actually then scheduled a 'capability evaluation' for her auntie, which the lawyer said resulted in Ms Stock fearing her self-reliance was being threatened and eventually changing her will.

The estate primarily contains the Mottingham home, which is valued online at about ₤ 400,000

Can we gift our child three of the bed rooms in our house to lower estate tax costs?

The court heard there had been 'structure bitterness' with the method her power of attorney was being administered, which 'lastly boiled over in the summer of 2019 when the Chiswicks made an ill-judged - though possibly well-intentioned - suggestion to Doreen that she spend a duration in residential care.

'Doreen was, by all accounts, jealously independent. It is little wonder that she discovered the proposal to be alarming and offensive.

'No doubt Doreen was fretted about the possibility of entering into a home, then was asked to go through the capacity evaluation, and put 2 and 2 together.'

Within weeks of the assessment, which led to a report specifying she 'lacked capability,' she had actually started actions to withdraw the power of attorney and make a brand-new will in Simon and Catherine's favour, he informed the judge.

Quizzing Patricia Chiswick in the witness box, he included: 'Doreen liked her home and it had been her and Samuel's home before his death. There was a deep psychological connection to that residential or commercial property.

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

'From Doreen's viewpoint, this need to have looked a real hazard to her independence.'

But Patricia denied upsetting the pensioner, insisting that the plan was just ever for a time-out in a care home while she and her spouse went on holiday.

'It was merely a tip due to the fact that we don't usually go away for three weeks at a time, and I think she had been rather weak and her health was deteriorating in basic,' she stated.

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

'It was absolutely stressed that it was for three weeks. There was no idea she was going to remain there indefinitely.'

The Chiswicks did not go to Ms Stock again between the capacity evaluation in 2019 and her death in May 2021.

For Patricia's kid Mr Chiswick, who is the plaintiff in the event, lawyer Simon Lane said that, at the time she made the new will, she was 'vulnerable and was behaving out of character.'

The 2019 evaluation performed after the suggestion of a care home relocation had actually led to a professional's finding that she 'did not have capacity,' he said.

But Mr McKean said the assessment wanted, with Ms Stock responding to with 'prickly 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 very same time had resulted in findings that she did have capability, although she was suffering with 'mild' dementia,' he stated.

'Doreen might have had some memory problems, but capability and memory are different beasts,' he said.

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

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

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

On the other hand, Mr Stock and his better half had actually had the ability to visit her routinely, living not far from her in Eltham, south London, he stated.

'The court can be shocked neither by the making of the challenged will, nor by Doreen's option of beneficiaries,' he included.

The judge is expected to give her judgment on the case at a later date.
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