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.<\/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 davas\u0131, 1993 y\u0131l\u0131nda evini d\u00f6rt \u00e7ocu\u011funa e\u015fit olarak payla\u015ft\u0131ran bir vasiyetname d\u00fczenlemi\u015f olan bir ba\u011f\u0131\u015f\u00e7\u0131yla ilgilidir. Daha sonra, k\u0131zlar\u0131ndan biri hem M\u00fclkiyet ve Mali \u0130\u015fler hem de Sa\u011fl\u0131k ve Refah konular\u0131nda vasiyet\u00e7isi olarak atanm\u0131\u015ft\u0131r.<\/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 \u0130lk seferinde, ba\u011f\u0131\u015f\u00e7\u0131 avukata m\u00fclk\u00fcn yar\u0131s\u0131n\u0131 k\u0131z\u0131na devretmek istedi\u011fini s\u00f6yledi. Avukat bu talimatlar\u0131 kabul etme konusunda teredd\u00fctler ya\u015fad\u0131 ve sonunda bu davay\u0131 \u00fcstlenmeyi reddetti.<\/p>\n\n\n\n Ertesi ay, vasiyetnamesini g\u00fcncellemek amac\u0131yla ba\u015fka bir hukuk b\u00fcrosundaki bir avukatla g\u00f6r\u00fc\u015ft\u00fc. Toplant\u0131ya ili\u015fkin tutanakta, vefat\u0131 halinde m\u00fclk\u00fcn k\u0131z\u0131na kalmas\u0131n\u0131 istedi\u011fi kaydedildi. Ancak, aile hekimi onun yeni bir vasiyetname d\u00fczenleyecek ehliyete sahip oldu\u011funu teyit etmesine ra\u011fmen, vasiyetnamesinde fiilen herhangi bir de\u011fi\u015fiklik yap\u0131lmad\u0131.<\/p>\n\n\n\n Vekaletnamenin tescil edilmesinden sonra, k\u0131z\u0131 m\u00fclk\u00fcn m\u00fclkiyeti konusunda bir avukata dan\u0131\u015ft\u0131 ve ba\u011f\u0131\u015f\u00e7\u0131n\u0131n, kendisine sa\u011flad\u0131\u011f\u0131 bak\u0131m ve destek kar\u015f\u0131l\u0131\u011f\u0131nda m\u00fclk\u00fcn kendisine devredilmesini istedi\u011fini belirtti. Haziran 2018\u2019de, vekaletnameyi kullanarak m\u00fclk\u00fcn kendisi ve annesinin ortak ad\u0131na devredilmesi i\u00e7in bir belge imzalad\u0131. Bu tarihte, ba\u011f\u0131\u015flay\u0131c\u0131 art\u0131k ba\u011f\u0131\u015f\u0131 kendi ba\u015f\u0131na yapma ehliyetine sahip de\u011fildi.<\/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 Yarg\u0131\u00e7, avukatlar\u0131n \u201cKal\u0131c\u0131 Vekaletname\u201d kapsam\u0131nda ba\u011f\u0131\u015f\u00e7\u0131lar ad\u0131na hediye verme konusunda \u00e7ok s\u0131n\u0131rl\u0131 yetkilere sahip olduklar\u0131n\u0131 vurgulad\u0131. 2005 Zihinsel Yeterlilik Yasas\u0131, vekillerin ba\u011f\u0131\u015f\u00e7\u0131n\u0131n akrabalar\u0131na ve ba\u011f\u0131\u015f\u00e7\u0131yla ili\u015fkisi olan di\u011fer ki\u015filere yaln\u0131zca do\u011fum g\u00fcnleri ve d\u00fc\u011f\u00fcnler gibi geleneksel vesilelerle ve bu hediyelerin de\u011ferinin ba\u011f\u0131\u015f\u00e7\u0131n\u0131n miras\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fcne oranla makul oldu\u011fu durumlarda hediye vermesine izin vermektedir. Mahkeme, m\u00fclk\u00fcn yar\u0131s\u0131n\u0131n devredilmesinin bu ko\u015fullar\u0131 kar\u015f\u0131lad\u0131\u011f\u0131n\u0131 kabul etmedi.<\/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 Ba\u011f\u0131\u015f\u00e7\u0131n\u0131n ehliyeti bulunmad\u0131\u011f\u0131 durumlarda ve bir vekil, 2005 Zihinsel Ehliyet Yasas\u0131 kapsam\u0131nda verilen yetki s\u0131n\u0131rlar\u0131n\u0131n d\u0131\u015f\u0131nda kalan bir ba\u011f\u0131\u015f\u0131n yap\u0131lmas\u0131n\u0131n ba\u011f\u0131\u015f\u00e7\u0131n\u0131n menfaatine olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcrse, vekil, ba\u011f\u0131\u015f\u0131n yap\u0131lmas\u0131na yetki veren bir karar al\u0131nmas\u0131 i\u00e7in Koruma Mahkemesine ba\u015fvuruda bulunabilir. K\u0131z, mahkemeye ba\u015fvuruda bulunulmas\u0131 gerekti\u011finden haberdar olmad\u0131\u011f\u0131n\u0131 ve devir i\u015flemiyle ilgilenen avukat taraf\u0131ndan bu konuda bilgilendirilmedi\u011fini iddia etmi\u015ftir. Bu durum, makul bir mazeret olarak kabul edilmemi\u015ftir.<\/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 Bir avukat, 2005 Zihinsel Yeterlilik Yasas\u0131\u2019nda belirtilen yetkiler \u00e7er\u00e7evesinde bir ba\u011f\u0131\u015f\u00e7\u0131 ad\u0131na bir ba\u011f\u0131\u015f yaparsa, ba\u011f\u0131\u015f\u0131n tarihi, al\u0131c\u0131s\u0131 ve de\u011feri hakk\u0131nda net kay\u0131tlar tutulmas\u0131 \u00f6nemlidir. Ba\u011f\u0131\u015f\u0131n ge\u00e7erlili\u011fine ili\u015fkin daha sonra bir itiraz olmas\u0131 durumunda, bu bilgilerin Kamu Vasisi Ofisi\u2019ne sunulmas\u0131 gerekebilir.<\/p>\n\n\n\n Hediye verme konusunda tavsiye ar\u0131yorsan\u0131z ya da M\u00fclkiyet ve Mali \u0130\u015fler veya Sa\u011fl\u0131k ve Refah alanlar\u0131nda Kal\u0131c\u0131 Vekaletname d\u00fczenlemek ya da Koruma Mahkemesine ba\u015fvuruda bulunmak istiyorsan\u0131z, \u00d6zel M\u00fc\u015fteri departman\u0131m\u0131z size memnuniyetle yard\u0131mc\u0131 olacakt\u0131r. Ekibimize \u015fu adresten ula\u015fabilirsiniz:\u00a0PrivateClient@rfblegal.co.uk<\/em><\/strong><\/a><\/p>\n\n\n\n
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