{"id":3498,"date":"2021-07-18T11:54:25","date_gmt":"2021-07-18T11:54:25","guid":{"rendered":"https:\/\/rfblegal.co.uk\/?post_type=insight&p=3498"},"modified":"2025-09-04T16:50:43","modified_gmt":"2025-09-04T16:50:43","slug":"dai%cc%87mi%cc%87-vekaletname-kapsamindaki%cc%87-veki%cc%87lleri%cc%87n-hedi%cc%87ye-verme-sinirlamalari","status":"publish","type":"insight","link":"https:\/\/rfblegal.co.uk\/tr\/icgoruler\/dai%cc%87mi%cc%87-vekaletname-kapsamindaki%cc%87-veki%cc%87lleri%cc%87n-hedi%cc%87ye-verme-sinirlamalari\/","title":{"rendered":"Kal\u0131c\u0131 Vekaletname kapsam\u0131nda avukatlar\u0131n hediye verme konusundaki s\u0131n\u0131rlamalar\u0131"},"content":{"rendered":"

Lasting Powers<\/a> of Attorney for \u00f6zellik<\/a> and financial affairs give attorneys wide powers to manage the donor\u2019s assets. However, as Katharine Whittingham explains, the recent case of Chandler v Lombardi confirms that these powers do not necessarily extend to making gifts.<\/p>\n\n\n\n

Tarih: 28 Ocak 2022<\/p>\n\n\n\n

M\u00fclkiyet ve mali i\u015flere ili\u015fkin Kal\u0131c\u0131 Vekaletnameler, vekillere vekalet veren ki\u015finin varl\u0131klar\u0131n\u0131 y\u00f6netmek i\u00e7in geni\u015f yetkiler verir. Ancak, Katharine Whittingham\u2019\u0131n a\u00e7\u0131klad\u0131\u011f\u0131 gibi, yak\u0131n zamanda g\u00f6r\u00fclen Chandler v Lombardi davas\u0131, bu yetkilerin hediye vermeyi de kapsayaca\u011f\u0131 anlam\u0131na gelmedi\u011fini teyit etmektedir.<\/strong><\/p>\n\n\n\n

Chandler v Lombardi concerns a donor who had made a will<\/a> in 1993 leaving her home equally between her four children. One daughter was later appointed as her attorney for both her Property and Financial Affairs and Health and Welfare.<\/p>\n\n\n\n

Ba\u011f\u0131\u015f\u00e7\u0131, 2016 y\u0131l\u0131nda iki kez avukatlarla g\u00f6r\u00fc\u015fm\u00fc\u015f ve bu g\u00f6r\u00fc\u015fmelerde m\u00fclkle ilgili niyetini dile getirmi\u015fti; ancak her iki g\u00f6r\u00fc\u015fmede de k\u0131z\u0131 da oradayd\u0131.<\/p>\n\n\n\n

On the first occasion, the donor told the solicitor that she wished to transfer half the property to the daughter. The solicitor had concerns about<\/a> accepting these instructions and ultimately declined to act.<\/p>\n\n\n\n

The following month, she met with a solicitor at a different firm with a view to updating her will. An attendance note from the meeting recorded that she wished for her daughter to receive the property on her death. However, no changes were in fact made to her will, despite her GP having confirmed that he considered she had the capacity<\/a> to make a new will.<\/p>\n\n\n\n

After registration of the power of attorney<\/a>, the daughter consulted a solicitor in relation to the ownership of the property, stating that the donor had wished it to be transferred to her in return for her care and destek<\/a>. In June 2018 she signed a transfer of the property into the joint names of herself and her mother using the power of attorney. By this time, the donor would not have had the capacity to make the gift<\/a> herself.<\/p>\n\n\n\n

Ba\u011f\u0131\u015f\u00e7\u0131n\u0131n o\u011flu, devrin ge\u00e7erlili\u011fine itiraz etti. Ba\u011f\u0131\u015f\u00e7\u0131, Y\u00fcksek Mahkeme\u2019deki duru\u015fmadan \u00f6nce vefat etti; bu duru\u015fmada hakim, vekilin m\u00fclk\u00fcn bir pay\u0131n\u0131 ba\u011f\u0131\u015flamak i\u00e7in ne yetkisi ne de yetkisi olmad\u0131\u011f\u0131na h\u00fckmetti. Devir ge\u00e7ersiz ilan edildi ve m\u00fclk, ba\u011f\u0131\u015f\u00e7\u0131n\u0131n miras\u0131na geri d\u00f6nd\u00fc.<\/p>\n\n\n\n

The judge pointed out that attorneys have very limited powers to make gifts on behalf of donors under Lasting Powers of Attorney. The Mental Capacity Act 2005 permits attorneys to make gifts to relatives and other people<\/a> connected to the donor only on customary occasions such as on birthdays and marriages and only where these are reasonable in value in relation to the size of the donor\u2019s estate. The court did not consider that a transfer of half the property fulfilled these conditions<\/a>.<\/p>\n\n\n\n

Ba\u011f\u0131\u015f\u00e7\u0131n\u0131n ba\u011f\u0131\u015f yapma iste\u011fi ve imk\u00e2n\u0131 varsa, mal varl\u0131\u011f\u0131n\u0131 ve mali i\u015flerini halihaz\u0131rda bir avukat y\u00f6netiyor olsa bile, ba\u011f\u0131\u015f\u00e7\u0131n\u0131n bunu bizzat yapmas\u0131n\u0131 engelleyecek hi\u00e7bir \u015fey yoktur.<\/p>\n\n\n\n

Where the donor lacks capacity and an attorney considers it would be in their best interests to make a gift falling outside the parameters of the authority given under the Mental Capacity Act 2005, the attorney can make an application to the Court of Protection<\/a> for an order giving authority for the gift to be made. The daughter claimed that she was not aware of the need to make a court application and had not been advised on this by the solicitor dealing with the transfer. This was not held to be a reasonable excuse.<\/p>\n\n\n\n

Kal\u0131c\u0131 Vekaletname\u2019yi imzalarken, vekil, 2005 tarihli Zihinsel Yetenek Yasas\u0131 (MCA 2005) ve Zihinsel Yetenek Yasas\u0131 Uygulama K\u0131lavuzu ilkeleri \u00e7er\u00e7evesinde hareket etme y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fcn\u00fc anlad\u0131\u011f\u0131n\u0131 beyan eder. Dolay\u0131s\u0131yla, bunlar\u0131n neleri i\u00e7erdi\u011fini tam olarak anlamak, vekilin sorumlulu\u011fundad\u0131r.<\/p>\n\n\n\n

If an attorney does make a gift on behalf of a donor on the basis of the powers set out in the Mental Capacity Act 2005, it is important to keep clear records of the date, recipient and value. This information may need to be provided to the Office of the Public Guardian in the event of a later challenge<\/a> to the validity of a gift.<\/p>\n\n\n\n

If you are looking for advice in relation to gifting or wish to make Lasting Powers of Attorney for either Property and Financial Affairs or Health and Welfare or an application to the Court of Protection, our \u00d6zel M\u00fc\u015fteri<\/a> department would be more than happy to assist you. Our team<\/a> can be contacted at\u00a0PrivateClient@rfblegal.co.uk<\/em><\/strong><\/a><\/p>\n\n\n\n

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