[Home] [Databases] [World Law] [Multidatabase Search] [Help] [Feedback] | ||
England and Wales High Court (Chancery Division) Decisions |
||
You are here: BAILII >> Databases >> England and Wales High Court (Chancery Division) Decisions >> Miles & Anor v The Public Guardian [2015] EWHC 2960 (Ch) (01 July 2015) URL: http://www.bailii.org/ew/cases/EWHC/Ch/2015/2960.html Cite as: [2015] EWHC 2960 (Ch), [2015] COPLR 676 |
[New search] [Printable RTF version] [Help]
CHANCERY DIVISION
Fetter Lane London EC4A 1NL |
||
B e f o r e :
____________________
MRS. MILES |
Appellant |
|
- and - |
||
THE PUBLIC GUARDIAN |
Respondent |
|
- and - |
||
MRS. BEATTIE |
Appellants |
|
- and - |
||
THE PUBLIC GUARDIAN |
Respondent |
____________________
1st Floor, Quality House, 6-9 Quality Court, Chancery Lane, London WC2A 1HP
Telephone: 020 7067 2900 Fax: 020 7831 6864 DX: 410 LDE
Email: [email protected]
Website: www.martenwalshcherer.com
MS. ALEX HEARNDEN for the Respondent
____________________
Crown Copyright ©
MR. JUSTICE NUGEE:
"(1) A lasting power of attorney is a power of attorney under which the donor ('P') confers on the donee (or donees) authority to make decisions about all or any of the following –
(a) P's personal welfare or specified matters concerning P's personal welfare, and
(b) P's property and affairs or specified matters concerning P's property and affairs,
and which includes authority to make such decisions in circumstances where P no longer has capacity.
(2) A lasting power of attorney is not created unless –
(a) section 10 is complied with
…
(4) The authority conferred by a lasting power of attorney is subject to –
(a) the provisions of this Act … and
(b) any conditions or restrictions specified in the instrument."
(a) an individual who has reached 18, or
(b) if the power relates only to P's property and affairs, either such an individual or a trust corporation.
(2) An individual who is bankrupt may not be appointed as donee of a lasting power of attorney in relation to P's property and affairs.
(3) Subsections (4) to (7) apply in relation to an instrument under which two or more persons are to act as donees of a lasting power of attorney.
(4) The instrument may appoint them to act –
(a) jointly,
(b) jointly and severally, or
(c) jointly in respect of some matters and jointly and severally in respect of others.
(5) To the extent to which it does not specify whether they are to act jointly or jointly and severally, the instrument is to be assumed to appoint them to act jointly.
(6) If they are to act jointly, a failure, as respects one of them, to comply with the requirements of subsection (1) or (2) or Part 1 or 2 of Schedule 1 prevents a lasting power of attorney from being created.
(7) If they are to act jointly and severally, a failure, as respects one of them, to comply with the requirements of subsection (1) or (2) or Part 1 or 2 of Schedule –
(a) prevents the appointment taking effect in his case, but
(b) does not prevent a lasting power of attorney from being created in the case of the other or others.
(8) An instrument used to create a lasting power of attorney –
(a) cannot give the donee (or, if more than one, any of them) power to appoint a substitute or successor, but
(b) may itself appoint a person to replace the donee (or, if more than one, any of them) on the occurrence of an event mentioned in section 13(6)(a) to (d) which has the effect of terminating the donee's appointment."
(a) P has executed an instrument with a view to creating a lasting power of attorney, or
(b) a lasting power of attorney is registered as having been conferred by P,
and in this section references to revoking the power include revoking the instrument.
…
(5) The occurrence in relation to a donee of an event mentioned in subsection (6) –
(a) terminates his appointment, and
(b) except in the cases given in subsection (7), revokes the power.
(6) The events are –
(a) the disclaimer of the appointment by the donee in accordance with such requirements as may be prescribed for the purposes of this section in regulations made by the Lord Chancellor,
(b) subject to subsections (8) and (9), the death or bankruptcy of the donee or, if the donee is a trust corporation, its winding- up or dissolution,
(c) subject to subsection (11), the dissolution or annulment of a marriage or civil partnership between the donor and the donee,
(d) the lack of capacity of the donee.
(7) The cases are –
(a) the donee is replaced under the terms of the instrument,
(b) he is one of two or more persons appointed to act as donees jointly and severally in respect of any matter and, after the event, there is at least one remaining donee."
It is not necessary to refer to the remainder of that section.
"(1) This section and section 23 apply if –
(a) a person ('P') has executed or purported to execute an instrument with a view to creating a lasting power of attorney, or
(b) an instrument has been registered as a lasting power of attorney conferred by P."
"The court may determine any question as to the meaning or effect of a lasting power of attorney or an instrument purporting to create one."
"Subparagraph (2) applies if the court determines under section 23(1) that a lasting power of attorney contains a provision which –
(a) is ineffective as part of a lasting power of attorney
…
(2) The court must –
(a) notify the Public Guardian that it has severed the provision
…"
"An instrument used to create a lasting power of attorney
…
(b) my itself appoint a person to replace the donee (or, if more than one, any of them) on the occurrence of an event mentioned in section 13(6)(a) to (d) which has the effect of terminating the donee's appointment."
"How you want your attorneys to act including which decisions your attorneys should make jointly and which decisions they should make jointly and severally".
"I wish my attorneys A and B to act as follows:
(1) So long as both attorneys are able and willing to act, I wish them to make the following decisions jointly: sale of the house; transactions over £10,000 [or the like] but all other decisions to be made jointly and severally;
(2) In the event that one of my original attorneys A and B is unable or unwilling to act, I then appoint the remaining of my original attorneys A or B, as the case may be, as replacement attorney to act solely;
(3) In the event of both my original attorneys being unable or unwilling to act, I appoint C as a replacement attorney to act solely [with whatever variations the case requires]."
She accepted that provided that that was clear, there was no prohibition in the Act on providing an appointment in that form.
"My attorneys may act jointly and severally save with regard to:
1. any sale of my property at [and it set out her address] (or any property which may subsequently replace it); and
2. any transaction in excess of £10,000
when all surviving attorneys who are capable of acting (whether originally appointed or who have been appointed by and are acting in substitution) shall act jointly in so far as there may be more than one of them able to do so but in the event that there is only one of them capable of acting I expressly re- appoint that attorney to act alone."
"When all surviving attorneys are capable of acting they should act jointly for sale of the property and transactions in excess of £10,000, that otherwise the attorneys should act jointly and severally and that in the event that there is only one of the original attorneys capable of acting, I expressly reappoint that attorney to act alone."
"My replacement attorney shall only act in the event that both of my originally nominated attorneys shall have died before me or are otherwise unable or unwilling to act or the appointment the fails for any other reason."
"In the event of any difficulty arising with the operation of the provisions above then my attorneys should act jointly and severally and in the event of any replacement attorney acting because of failure of the above provisions my originally nominated attorneys who are still capable of acting shall be reappointed to act with them insofar as it shall be possible to do so and on a joint and several basis."
"when all surviving attorneys who are capable of acting (whether originally appointed or who have been appointed by and are acting in substitution) shall act jointly insofar as there may be more than one of them able to do so but in the event that there is only one of them capable of acting I expressly re- appoint that attorney to act alone."
He left in the second paragraph and he struck out the third paragraph.
"Having already ticked the box" – he said – "to appoint the original attorneys to act jointly, there is no facility for the donor to state that the replacement attorneys shall act jointly and severally."
"… that the re-appointment of a surviving attorney is contingent and unpredictable and fails explicitly to name either an individual or a trust corporation, as is required by section 10(1) of the Act."
He went on to say that:
"34. Page 13 of the guidance booklets – LPA111 and LPA112"
– which were issued by the OPG – "states 'To avoid rejection of your LPA when applying to register … Make sure that you provide details of named individuals (i.e. not a title like 'Director of Social Services' or the name of a firm of solicitors).'" The Judge continues: "The same would apply to the appointment of 'all the surviving attorneys who are capable of acting.'"
Then at paragraph 35 he said:
"There are also problems relating to the surviving attorney's acceptance of the appointment, which is normally effected by signing Part C of the prescribed form, headed 'Declaration by each attorney or replacement attorney'."
"My attorneys may act jointly and severally save with regard to any decision as to the withdrawal of life sustaining treatment" – and then all the remaining sentence is struck out. – "when all surviving attorneys who are capable of acting (whether originally appointed or who have been appointed by and are acting in substitution) shall act jointly insofar as there may be more than one of them able to do so but in the event that there is only one of them capable of acting I expressly re-appoint that attorney to act alone."
"My replacement attorney shall only act in the event that both of my originally nominated attorneys shall have died before me or are otherwise unable or unwilling to act or the appointment of them fails for any other reason" – and the following words were struck out – "and I also expressly re-appoint any originally nominated attorneys who are still capable of acting and wish to do."
"In the event of any difficulty arising with the operation of the provisions above then my attorneys should act jointly and severally and in the event of any replacement attorney acting because of failure of the above provisions my originally nominated attorneys who are still capable of acting shall be re- appointed to act with them insofar as it shall be possible to do so and on a joint and several basis."
"My replacement attorney shall only act in the event that both of my originally nominated attorneys shall have died before me or are otherwise unable or unwilling to act"
it makes no sense to re-appoint any originally nominated attorneys who are still capable of acting and wish to do so because ex hypothesi neither of the originally nominated attorneys will be in that position.
"My attorneys may act jointly and severally save with regard to any decision as to withdrawal of life sustaining treatment when all surviving attorneys who are capable of acting shall act jointly in so far as there may be more than one of them able to do so but in the event that there is only one of them capable of acting I expressly re-appoint that attorney to act alone.
In the event of any difficulty arising with the operation of the provisions above or them being rejected by the Office of the Public Guardian or the Court of Protection then my attorneys should act jointly and severally."
"My attorneys may act jointly and severally save with regard to any decision as to withdrawal of life sustaining treatment when all attorneys" – and I will take out the words "who are capable of acting" – "shall act jointly in so far as there may be more than one of them able to do so but in the event that there is only one of them capable of acting, I expressly re-appoint that attorney to act alone."
I will leave the second paragraph struck out.
(Discussion followed on costs)
Is there anything else?
MS. HEARNDEN: No, my Lord. I was going to ask for no order as to costs. As you know, it is a property and affairs case so the standard rule in the Court of Protection would be that P pays the costs.
So I invite you to depart from that general rule and make no order. MR.
JUSTICE NUGEE: I will make no order as to costs.
I will leave it to you, Mr. Boyle, to draw up the order in the usual way.
Thank you both very much.