If a Will is being contested, a common claim is that the deceased person making the Will lacked the capacity at the time to make the Will. A recent High Court case considered this issue.
The deceased testator was in her 80s and lived in a nursing home. One of the causes of her death on her death certificate was ‘advanced dementia’ and this was the basis of the claim that the testator was not of sound mind to understand the making of her will. The testator died six years after the making of her Will.
In this case the Probate Office sought an Affidavit of Testamentary Capacity from the doctor who had treated the deceased at the time she made her Will in July 2012. The medical evidence showed that the deceased had probably suffered a stroke in June 2012 though that had not been confirmed.
In a cognitive assessment, which was conducted on 11 July 2012 which was one week after executing her Will, the deceased had only scored 3/10. The deceased's GP had advised the deceased's solicitor that over the years she had noticed the deceased's mental state could alter. Neither the GP nor a consultant in old age psychiatry could provide the certificate requested, because they had not been requested to at the time of making the Will.
The deceased's medical records were produced to the court. These were mixed but did show that at the time in 2012 she was ‘brighter’ and ‘in good form’. There were no notes in her records to disclose the deceased was confused or unable to understand what she was doing.
The court considered evidence from her solicitor and friends who stated that the deceased had made her will in 2008 and in 2012 she was amending it.