“I asked Roy if he knew what a Lasting Power of Attorney was and he said no. I explained it to him and then asked if he thought he had made a Lasting Power of Attorney. He said he could not remember. I told him he had made two LPAs, explaining the difference, and asked who he thought he would have appointed as attorney. He said, “my son, I expect”
“No. He has no idea what it is and, even when I told him, he did not retain the information. He has no memory of making the two LPAs. He is aware that his son comes and looks after some of his needs but he does not know what involvement his daughter has.”
“So far as I can tell Philip is acting appropriately as finance and property attorney, although because of the attitude of his sister he is making decisions without involving her. The attorney for health and welfare is the daughter, Sue, and it will be seen from the separate report compiled by me at the meeting with her that I have grave concerns about her abilities.”
“I was instructed by the Public Guardian to visit the attorney Sue at her home address to establish the capacity of the attorney and to provide a general overview of the situation. I wrote to Sue advising her of my intention to visit at 3pm on 1st October. I received two emails from her, copies of which are already with the OPG, and the meeting was moved to 3.30pm. Sue invited me into the kitchen and asked me to sit opposite her at the table. I began by telling her that I had visited her father that morning on the instruction of the OPG to assess his capacity. I explained that the OPG could not become involved until the capacity of the donor had been established. I told her that in my opinion her father lacked capacity. She became very agitated waving her arms around and running her hands through her hair. She said, “That’s it then. He has been written off.”
“Because when my mum was alive he made wild accusations. When I was at mum’s he asked to speak to me on the phone. He said “you’re like a swan with a broken wing flapping around.”
“On29 October 2015 , I made a call to Sue to ask whether she was prepared to work with Philip in managing Roy’s financial affairs, or did she wish to relinquish her role as attorney. She explained that she does not wish to give up the LPA for property and finance and would continue to communicate with Philip via her solicitor. She explained that Philip writes to her solicitor who then forwards the correspondence to her by mail. She said that the system has been in place prior to the death of her mother. Sue stated that she has not seen Roy since18 September 2015 as she feels unwelcomed in the home by the carer, who, she says, reports everything back to Philip and his wife.”
“Evidence to follow. I have been suffering very unpleasant harassment, which has had a cumulative, adverse impact on my everyday life and family members, causing me to be frightened and distressed. This harassment has come from my brother and sister-in-law. Before my mother died he had been telling my health professionals that I have severe mental health issues. People have just labelled me without even meeting me. I have a letter from my GP to state that I do not have mental health issues or have ever had them.”
“Finally, the Public Guardian has been informed by Philip that the donor’s bank accounts have been suspended. The Public Guardian has not sought this as the Public Guardian holds the view that suspension of the donor’s accounts has detrimental implications for the donor in that his utility bills will not be paid.”
“I have read the statement from the Office of the Public Guardian. I agree with their recommendations to the court that the joint LPA for financial affairs either be revoked or that Sue’s name is removed from it. They are also recommending that the sole LPA for H&W be revoked and a deputy appointed. I think that the decisions that will need to be made about father’s health need a dispassionate and professional approach and that this would be better coming from a court appointed deputy. I think Sue finds the responsibilities of holding the LPA for H&W for our father difficult. She has been in denial about our parents’ condition and she is now in denial of our father’s. He is scared stiff if he thinks he is alone for more than 5 minutes. He is also scared of the dark. I think being in denial is at the root of my sister’s problems with the health professionals, the carers and me and my wife. I also think that Sue would have trouble managing our father’s financial affairs as the sums involved in providing father’s essential 7 day a week, 24 hour a day care are large. However I am willing to accept the court’s ruling on this. There are some practical problems. I support the carer with the weekly shopping, a trip on which I take my father, and I am owed money for this and other expenses for which I will need reimbursement. As an aside, we still need to sort out probate for my mother’s estate as my father is the first named executor with myself and Sue jointly named as second if my father cannot act. I do not want to go into all the accusations, but as regards the charge of harassment, we have only seen Sue three times since just before our mother died. The first was when my wife. Nicola, drove to Sue’s house to tell her that mother was dying, and was told to get off her land and never return. We have complied fully with this request. The second was when Sue came to our parents’ house to visit Mother. We had been on the point of leaving (as requested so that Sue could visit when we were not in the house) but Sue was early and Nicola happened to be in the hall when she arrived. On seeing Nicola she screamed and ran away. The third was when I went down to father’s house because the heating had failed. I met Sue at the front door by accident and said, “Hello, Sue, nice to see you. We need to talk”, as I had been asked to do so by [Roy’s GP]. Sue just ran away shaking to her car and drove off. Later she shouted at the carer that she should have told her that I was coming. I am worried about Sue’s health because many of the people she has come in touch with have expressed their concern about her mental condition. Sue appears to be constantly tense and anxious, with a hair trigger. If she disagrees with something she starts screaming at people, stamps her feet in front of them, bites her knuckles and slams doors. The problem has now become so acute with the carer that she (the carer) starts trembling when she knows Sue is coming. I am not sure that Sue is aware of her own actions. I did make some enquiries to see if anything could be done to help Sue. However it appears that both I and Nicola are part of the problem. When my mother died, my sister absented herself for about 8 weeks. We wrote to her to involve her in the funeral but she did not reply. She stated that she would have nothing more to do with things if I got involved. I had heard that she wanted to revoke her LPA for H&W. During this period I arranged mother’s funeral, arranged the weekly shopping.”
“If there is more than one donee, the court may under subsection (4)(b) revoke the instrument or the lasting power of attorney so far as it relates to any of them.”
“It seems to me that to remove an attorney because of hostility from a sibling or other relative, in the absence of any effective challenge to his competence or integrity, should require clear evidence either that the continuing hostility will impede the proper administration of the estate or will cause significant distress to the donor which would be avoided by the appointment of a receiver.”
“The Public Guardian asks the court to request that Sue submit details of how she proposes to work with Philip in the management of the donor’s financial affairs. If Sue should fail to provide to the court a viable proposal, the court is asked to consider the partial revocation of the property and finance LPA made by the donor of10 January 2014 and registered on9 October 2014 . An order undersection 22(4)(b) of the Mental Capacity Act 2005 for the revocation and cancellation of the registered health and welfare LPA made by the donor on21 May 2014 and registered with the Public Guardian on9 October 2015 .” order: (a) allowing the Public Guardian’s application for the partial revocation of the LPA for property and financial affairs, and directing him to limit the registration of the LPA to Philip acting as sole attorney; and (b) dismissing the Public Guardian’s application for the revocation of the LPA for health and welfare.