Blundell v Curvers

Case [1999] NSWCA 421


CITATION: Blundell v Curvers [1999] NSWCA 421
FILE NUMBER(S): CA 41025/98
HEARING DATE(S): 04/08/99
JUDGMENT DATE:
18 November 1999

PARTIES :


William Blundell
John William Antony Curvers
JUDGMENT OF: Mason P at 1; Beazley JA at 1; Giles JA at 1
LOWER COURT JURISDICTION: Supreme Court
LOWER COURT FILE NUMBER(S) : 115005/97
LOWER COURT JUDICIAL OFFICER: Windeyer J
COUNSEL: Appellant: L J Aitkin/ S Kaur-Bains
Respondent: D R L Laws
SOLICITORS: Appellant: Jackson Smith
Respondent: Mikelis Strikis
CATCHWORDS: Execution of Will; Grant of probate in solemn form; certain words excluded; rule in Browne v Dunn; procedural fairness; expert evidence; trial judge's reasoning; suspicious circumstances surrounding Will; remainder of Will valid
CASES CITED:
Browne v Dunn (1893) 6 R 67
Allied Pastoral Holdings Pty Ltd v Commissioner of Taxation [1983] 1 NSWLR 1
Bulstrode v Trimble [1970] VR 840
Abalos v Australian Postal Commission (1990) 171 CLR 167
Devries v Australian National Railways (1993) 177 CLR 472
Re Breen [1927] VLR 164
Baker v Butt [1838] 2 Moo PCC 317
Barry v Butlin [1838] 2 Moo PCC 480
Tanner v Public Trustee [1973] 1 NZLR 68
DECISION: Appeal and Cross-Appeal Dismissed

      THE SUPREME COURT

      OF NEW SOUTH WALES

      COURT OF APPEAL

      CA 41025/98
      PD 115005/97

      MASON P
      BEAZLEY JA
      GILES JA

      Thursday, 18 November 1999


      WILLIAM BLUNDELL v JOHN WILLIAM ANTONY CURVERS


      FACTS

      Probate in solemn form of the will of the deceased, Mrs Germaine Marguerite Marie Francoise Toussaint Curvers, was granted with certain words omitted. The omitted words involved a bequest of a valuable painting to the appellant, a friend of the deceased. The words “free of all duties etc” on page one of the Will were also omitted from Probate.

      The Will had been typed by the appellant from handwritten notes, taken by him on three separate occasions whilst visiting the deceased in hospital. The appellant claimed that the Will was read by him to the deceased and signed by her and duly attested. The omitted words were typed in a different pitch to the balance of the Will. There were other irregularities in the typeface of the Will.

      The appellant’s evidence was that he had typed the Will in the order in which it appeared on its face.

      The question in issue on the appeal was whether the bequest of the painting was in the Will at the time of execution.

      On the appeal is was argued that there had been a failure to observe the first rule in Browne v Dunn (1893) 6 R 67, and that the trial judge’s reasoning process was illogical.

      The cross-appellant sought an order that the Will not be admitted to probate at all, there being suspicious circumstances surrounding the execution of the Will and the appellant had not discharged the onus on him to dispel those suspicious circumstances.

      HELD

      On the appeal:

      (i) The appellant had been accorded procedural fairness in the hearing, consistent with the first rule in Browne v Dunn . The validity of the bequest of the painting…

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Blundell v Curvers [1999] NSWCA 421
Case
[1999] NSWCA 421
Decision Date

CaseChat Overview and Summary

The parties to this proceeding were the executor of the will of the late Mr. Curvers and a beneficiary under that will. The dispute concerned the validity of certain provisions within Mr. Curvers' will, specifically whether they should be admitted to probate. The matter came before the Court of Appeal of New South Wales.

The central legal issues before the Court of Appeal were whether the trial judge had erred in excluding certain words from the grant of probate, whether the principles of procedural fairness, particularly the rule in *Browne v Dunn*, had been breached during the trial, and whether the trial judge's reasoning regarding suspicious circumstances surrounding the will was sound. The court also considered the admissibility and weight of expert evidence presented at trial.

The Court of Appeal upheld the trial judge's decision to exclude the specific words from the will, finding that the evidence supported the conclusion that these words did not reflect the deceased's true testamentary intentions due to suspicious circumstances. The court found no breach of procedural fairness, noting that the parties had adequate opportunity to present their cases and address the evidence. The judges applied established principles regarding the construction of wills, the requirements for a valid grant of probate, and the application of the rule in *Browne v Dunn*.

Consequently, the Court of Appeal dismissed both the appeal and the cross-appeal, affirming the trial judge's orders regarding the admission of the remainder of the will to probate.

Orders

Orders of the court

Appeal and Cross-Appeal Dismissed

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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