Clout v Markwell

Case

[2001] QSC 91

4/04/2001


SUPREME COURT OF QUEENSLAND

CITATION:              Clout v Markwell [2001] QSC 091

PARTIES:DAVID LEWIS CLOUT AS TRUSTEE OF THE BANKRUPTCY ESTATE OF ANTHONY IRVINE MARKWELL

plaintiff

v

JANICE IRENE MARKWELL

defendant

FILE NO/S:               6983/00

DIVISION:               Supreme Court Trial Division

PROCEEDING:       Application

ORIGINATING COURT:

Supreme Court Brisbane

DELIVERED ON:    4 April 2001

DELIVERED AT:     Supreme Court Brisbane

HEARING DATE:     12 February and 13 February 2001

JUDGES:                  Atkinson J

ORDER:  Application dismissed

CATCHWORDS: PRACTICE – SUMMARY JUDGMENT - STRIKING OUT OF DEFENCE – Application for summary judgment pursuant to r 292 UCPR or in alternative, for striking out of certain paragraphs of Further Amended Defence pursuant to r 171

UCPR.

BANKRUPTCY – PROPERTY FOR PAYMENT OF DEBTS – PROTECTED TRANSACTIONS – Whether transfer void pursuant to s120(1) Bankruptcy Act (Cth) 1966 as    undervalued    transaction    –    whether    market    value consideration   given   for   transfer   to   wife   –   whether constructive trust in existence.

Bankruptcy Act 1966 (Cth), s 120

Balfour v Balfour [1919] 2 KB 571, considered

Barton v Official Receiver (1986) 161 CLR 75, distinguished Baumgartner v Baumgartner (1987) 164 CLR 137, followed Corke v Corke and the Official Trustee in Bankruptcy (1994)

17 FamLR 698, considered

Green v Green (1989) 17 NSWLR 343, considered

Gissing v Gissing [1971] AC 886, considered

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Hohol v Hohol [1981] VR 221, considered

Kidner v Secretary, Department of Social Security (1993) 31

ALD 63, followed

Maharaj v Jai Chand [1986] AC 898, considered McVeigh (Trustee of the Bankrupt Estate of Zanella) v Zanella [2000] FCA 1890; FC No 7430 of 2000, 22

December2000, considered

Muschinski v Dodds (1985) 160 CLR 583, followed

In re Abbott (A Bankrupt) [1983] 1 Ch 45, distinguished

Re Clark; Ex parte Beardmore [1984] 2 QB 393, considered

Re Jonton Pty Ltd [1992] 2 Qd R 105, followed

Re Osborn; ex parte Trustee of the property of Osborn v

Osborn (1989) 25 FCR 547, distinguished

Re Sabri; Ex parte Brien v Australia and New Zealand

Banking Group Ltd (1996) 21 FamLR 213, considered

Re Sharpe (a bankrupt); Ex parte the trustee of the bankrupt v Sharpe[1980] 1 All ER 198, considered

Sutherland v Brien (1999) 149 FLR 321, considered

Thorby v Goldberg (1965) 112 CLR 597, considered Victorian Producers’Co-Operative Co Ltd v Kenneth [1999] FCA 1488; FC No 7754 of 1998, 29 October 1999, considered

Worrell, in the matter of Tanter (Bankrupt) v Issitch [1999] FCA 1452; FC No 7007 of 1996, 22 October 1999, considered

COUNSEL:                P. McQuade for the Plaintiff

D. Atkinson for the Defendant

SOLICITORS:          Tucker & Cowan Solicitors for the Plaintiff

Johnsons Solicitors for the Defendant

[1]     ATKINSON J:   The plaintiff applied for summary judgment pursuant to r 292 of the Uniform Civil Procedure Rules (UCPR). The judgment sought is:

(a)A declaration that the transfer of property, being the payment of $274,731.07 is void pursuant to s 120 of the Bankruptcy Act 1966 (Cth);

(b)      An order that the defendant pay to the plaintiff the sum of

$274,731.07;

(c)Interest on the sum of $274,731.07 at the rate of 10% per annum pursuant to s 47 of the Supreme Court Act 1995 from

21 February 1996 to the date of judgment or earlier payment;

(d)A declaration that the Clear Island Waters property is charged with the payment to the plaintiff of the sum of $274,731.07 together with interest at the rate of 10% per annum pursuant

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to s 47 of the Supreme Court Act 1995 from 21 February 1996

to the date of judgment or earlier payment;

(e)      An order that the Clear Island Waters property be sold;

(f)       An order that the plaintiff be appointed to conduct the sale;

(g)An order that for the purposes of conducting the sale the property vests in the plaintiff pursuant to s 100 of the Property Law Act 1974 (Qld);

(h)An order that the defendant deliver up vacant possession of the property to the plaintiff within thirty days;

(i)       An order that the sale be conducted by public auction;

(j)       An order that the plaintiff be authorised to engage a qualified Real Estate Agent to advertise the property and conduct the auction;

(k)An order that the plaintiff be at liberty to sell the property by private treaty prior to the auction;

(l)       An order that the proceeds of sale be applied as follows:

(i)        Discharge of the charging order referred to herein;

(ii)       To the costs of sale;

(iii)      And the balance thereafter be paid to the defendant;

(m)      Insofar as any Goods and Services Tax is payable on the relief claimed, an order that the defendant indemnify the plaintiff for  such  Goods  and  Services  Tax  payable  pursuant  to A New Tax System (Goods and Services Tax) Act 1999 (Cth).

[2]     In the alternative, the plaintiff sought an order that paragraphs 3, 4, 5(a), 7(a), 7(b),

7(c)(vi), 13(a), 29, 33, 34, 36, 37, 39D and 39E of the Amended Defence filed on

25 October 2000 be struck out pursuant to r 171 of the UCPR. The plaintiff must be referring to the Further Amended Defence filed on 6 February 2001.

[3]     The uncontested facts on the basis on which this application is made, are that prior to and in January 1996, Anthony Irvine Markwell was the registered proprietor of a residential property located at 235 Shore Street, North Cleveland being Lot 6 on RP   120908,   Title   Reference   14292148   (“the   Cleveland   property”).      On

22 January 1996,  Mr  Markwell  entered  into  a  written  agreement  to  sell  the

Cleveland property to a third party for the sum of $430,000.00.

[4]     Two days later, on 24 January 1996, a written agreement was entered into for the sale  and  purchase  of  property  located  at  62  Martingale  Circuit,  Robina,  being Lot  164  on  RP  868068,  Title  Reference  50025647  (“the  Clear  Island  Waters

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property”) for the sum of $280,000.00.  The vendor of the Clear Island Waters property  was  Queensland  Land  Management  Pty  Ltd  and  the  purchaser  was described  as  the  Janice  Markwell  Family  Trust.    The  two  contracts  were interconnected in that it was a special condition of the agreement to purchase the Clear Island Waters property that:

“This   contract   is   subject   to   the   satisfactory   completion   and simultaneous settlement of the purchasers [sic] contract of sale on his property situated at 235 Shore Street, Cleveland Point which is due for settlement on the 21st of February, 1996.  If the purchaser’s property situated at 235 Shore Street, Cleveland Point does not settle on the 21st of February, 1996 then this contract shall be at an end and all deposit monies shall be refunded in full.”

[5]     Between   16   and   19   February   1996,   Mr   Markwell   requested   a   solicitor, Graham  Stenton, to prepare a Trust Deed to establish the Janice Markwell Family Trust.  The Trust was established on 19 February 1996 whereby the settlor was the solicitor   Mr   Stenton,   the   trustee   was   Mrs   Markwell,   the   nominator   was Mr Markwell and the settlement sum was $10.00.  It was a discretionary trust of which Mr Markwell was eligible to be nominated as a beneficiary although it appears that he was not a beneficiary.  Mrs Markwell was entitled to occupation of the Clear Island Waters property as against any of the other beneficiaries.

[6]     On 21 February 1996, the settlement of the sale of the Cleveland property was effected and the sum of $274,731.07 was paid to Mrs Markwell from the proceeds of that sale to complete the purchase of the Clear Island Waters property which settled on the same day.  For a few months Mr and Mrs Markwell continued to reside together, but they have lived separately for some time with Mr Markwell living   in   New   South   Wales   and   Mrs   Markwell   still   residing   in   the Clear Island Waters property.

[7]     On  23  April  1998,  a  sequestration  order  was  made  against  the  estate  of Mr Markwell who is therefore referred to in the pleadings as “the bankrupt”.  The petitioning   creditor   was   Edward   McMahon   who   had   successfully   sued Mr Markwell for defamation.  Judgment had been entered in Mr McMahon’s favour on 7 November 1997 after proceedings which commenced in July 1992.  The act of bankruptcy relied upon in support of the creditor’s petition was a failure to comply with a bankruptcy notice which was issued on 1 December 1997.  The act of bankruptcy occurred on 23 January 1998.  Upon the making of the sequestration order,  David  Lewis  Clout  became  the  trustee  in  bankruptcy  of  the  estate  of Mr Markwell.

[8] The plaintiff trustee in bankruptcy alleges that the transfer of property, that is the payment of $274,731.07 by Mr Markwell to or on behalf of Mrs Markwell, is void pursuant to s 120 of the Bankruptcy Act 1966 (Cth). Section 120(1) sets out which transfers are void against a trustee in bankruptcy because of inadequate consideration. It provides:

“A transfer of property by a person who later becomes a bankrupt

(the transferor) to another person (the transferee) is void against the trustee in the transferor’s bankruptcy if:

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(a)the transfer took place in the period beginning five (5) years before the commencement of the bankruptcy and ending on the date of the bankruptcy; and

(b)the transferee gave no consideration for the transfer or gave consideration  of  less  value  than  the  market  value  of  the property.”

There is no doubt in this case that the transfer was a transfer of property1 which took place in the period beginning five years before the commencement of the bankruptcy and ending on the date of the bankruptcy.  The plaintiff is therefore entitled  to  summary  judgment  if  he  can  show,  without  the  need  to  go  into contentious evidence, that the transferee gave no consideration for the transfer or gave consideration of less value than the market value of the property at the time of the transfer.  In such a case he would be entitled to an equitable charge over property purchased with such funds.2

[9] Other relevant subsections of s 120 are subsections (4) – (7) which provide:

Refund of consideration

(4)The trustee must pay to the transferee an amount equal to the value  of  any  consideration  that  the  transferee  gave  for  a transfer that is void against the trustee.

What is not consideration

(5)For the purposes of subsections (1) and (4), the following have no value as consideration:

(a)       the fact that the transferee is related to the transferor;

(b)if the transferee is the spouse or de facto spouse of the transferor – the transferee making a deed in favour of the transferor;

(c)the transferee’s promise to marry, or to become the de facto spouse of, the transferor;

(d)      the transferee’s love or affection for the transferor.

Protection of successors in title

(6)This  section  does  not  affect  the  rights  of  a  person  who acquired property from the transferee in good faith and by

  1. Pursuant to s 120 (7)(a) of the Bankruptcy Act 1966 (Cth)

  1. Worrell, in the matter of Tanter (Bankrupt) v Issitch [1999] FCA 1452 at [62]; FC No 7007 of 1996,

    22 October 1999

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giving  consideration  that  was  at  least  as  valuable  as  the market value of the property.

Meaning of transfer of property and market value

(7)      For the purposes of this section:

(a)       transfer of property includes a payment of money; and

(b)a person who does something that results in another person becoming the owner of property that did not previously  exist  is  taken  to  have  transferred  the property to the other person; and

(c)the market value of property transferred is its market value at the time of the transfer.”

[10]     In paragraph 7(c) of the Further Amended Defence filed 6 February 2001, the defendant alleges that she gave consideration of market value for the transfer in that:

“(i)      The Defendant and the Bankrupt co-habited between January

1992 and October 1997;

(ii)       In  or  about  January  1992,  and  immediately  before  the

Defendant and the Bankrupt commenced cohabitation:

A.The  Bankrupt  was  the  registered  proprietor  of  a property at 235 Shore Street, North Cleveland (“the Cleveland Property”); and

B.The Defendant and the Bankrupt entered into an oral agreement (“the Agreement”);

(iii)      The Agreement included terms that:

A.During   the   duration   of   the   co-habitation   at   the Cleveland  Property,  the  Defendant  would  provide financial  contributions  and  domestic  services  to  the household;

B.Title to the Cleveland Property would remain in the name of the Bankrupt;

C.On the sale of the Cleveland Property, the Bankrupt would pay the Defendant a sum equivalent to the value of the financial contributions and domestic services with which the Defendant had provided the household;

(iii)[sic] The   Defendant   and   the   Bankrupt   co-habited   at   the

Cleveland Property between January 1992 and 21 February

1996;

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(iv)      During the period of co-habitation and in performance of the

Agreement, the Defendant:

A.Made financial contributions totalling $187,000.00 to the  Cleveland  household  as  set  out  in  Schedule  A hereto;

B.Provided  domestic  services  of  40  hours  per  week, having a value of $10.00 per hour;

(v)      On 21 February 1996:

A.       the Cleveland Property was sold; and

B.the   Bankrupt   discharged   his   obligation   to   the Defendant pursuant to the Agreement by paying a sum of $274,731.07 to the Defendant;

(vi)      Further and in the alternative

A.       The Defendant and the Bankrupt co-habited:

1.          In a de facto relationship from January 1992

to 14 February 1993; and

2.          Following  their  wedding  on  14  February

1993 until October 1997;

B.       In the course of the said relationship to 21 February

1996, the Defendant provided the Bankrupt with funds and services of value, as set out in paragraph (iv);

C.       In or about 21 February 1996:

1.          The    Bankrupt    transferred    a    sum    of

$274,731.07      to      the      Defendant      in consideration      of      the      said      financial contributions and domestic services; or

2.The Bankrupt accounted to the Defendant for a sum of $274,731.07 being the value of her equitable interest in the Cleveland Property by virtue of the financial contributions and domestic services she had provided;”

Schedule A to the Further Amended Defence sets out actual expenditure alleged to have been made by Mrs Markwell for the benefit of Mr Markwell between October

1992 and January 1996, and from February 1996 to October 1997.

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[11]     In the alternative, Mrs Markwell alleges in paragraph 7A of the Further Amended

Defence that:

“(a)     If  she  did  not  give  consideration  of  market  value  for  the transfer  of  $274,731.07,  she  gave  consideration  for  such lesser sum as the court may determine;

(b)Any amount payable to the Plaintiff should be reduced in proportion to the consideration which the Defendant gave to the Bankrupt.”

[12]     These allegations were supplemented, and in some cases supplanted, by affidavit material filed by Mrs Markwell.  She was not required for cross-examination and so the facts set out in her affidavits were uncontradicted for the purposes of this summary judgment application.  She is a woman now in her mid-fifties who was married with two children until 1983 when her husband left her at a time when he had got into financial difficulties.  At that time she owned a successful small business.    She  expanded  her  business  and  commenced  living  in  a  de  facto relationship.  Her de facto husband eventually left her taking half the proceeds of the sale of a property which she had purchased entirely through her own resources. She again built up her financial resources through her own labour when she met Mr Markwell  in  1990.    He  had  been  successful  in  business  but  was  not  then working because of his health problems.  As a result she paid all expenses but was wary of entering into a de facto relationship because of her previous experiences.

[13]     In January 1992, she moved into the Cleveland property owned by Mr Markwell and lived with him in a de facto relationship.  Immediately prior to doing so, she reached  an  agreement  with  Mr  Markwell  that  he  would  reimburse  her  for  the contributions  she  made  to  the  household  in  the  form  of  both  the  payment  of expenses and the provision of domestic services.3  At that time they both anticipated that  he  would  return  to  gainful  employment.    Because  Mr  Markwell  was  a pensioner, Mrs Markwell took responsibility for the upkeep of the property and living expenses for herself and Mr Markwell.  She also attended to the cooking, washing,   cleaning   and   all   other   household   tasks.      She   also   looked   after Mr Markwell and took him to and from medical practitioners.

[14]     In September or October 1992, Mr and Mrs Markwell decided to marry.  They also discussed transferring the Cleveland property into both their names but because of the  costs  involved  decided  to  vary  the  agreement  they  had  made  prior  to Mrs Markwell taking up residence in the Cleveland property in January 1992, by agreeing that the reimbursement for cash contributions and domestic services would be  made  from  the  sale  of  the  Cleveland  property.    They  also  agreed  that Mrs Markwell  would  continue  to  pay  for  the  maintenance  and  upkeep  of  the Cleveland property, provide ongoing support and comfort to Mr Markwell, and meet all their ongoing financial needs until he was well enough to contribute to their financial wellbeing.  During their negotiations of this agreement, Mr Markwell told Mrs Markwell that as far as he was concerned this agreement conferred on her an interest in the Cleveland property without the expense of transferring a half share

  1. It does not appear in the circumstances that this was just a domestic arrangement not intended to create legal obligations: cf Balfour v Balfour [1919] 2 KB 571. In any event, there is no pleading to that effect at present: Thorby v Goldberg (1965) 112 CLR 597.

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of the property to her.  They anticipated selling that property although no time had been set for doing so.

[15]     In February 1993, Mr and Mrs Markwell were married.  Mrs Markwell paid for the engagement  and  wedding  rings,  the  reception  and  the  honeymoon.    She  made significant cash contributions to maintain the Cleveland property and to provide for the day to day needs of both herself and Mr Markwell.  Mrs Markwell has set out the services she provided for Mr Markwell in great detail in her affidavit filed on

6 February 2001.  Mr Markwell’s many health problems required a great deal of assistance from her.  She also made many financial contributions which improved the value of the property.4

[16]     From  January  1992  to  February  1996,  she  estimated  the  value  of  her  cash contributions was $129,519.84.  The value of the domestic services she provided was $108,000.00, calculated at 40 hours per week for 216 weeks at a rate of $12.50 per hour.  The total of the contribution of both cash and domestic services was

$237,519.84.  With  interest  at  a  rate  of  10%  per  annum  on  yearly  rests,  she estimated the total value of her contributions for this period at $301,117.88.

[17]     At  the  time  of  the  sale  of  the  Cleveland  property,  Mr  Markwell  agreed  with

Mrs Markwell that the value of her cash contributions and domestic services was

$280,000.00.  She received $274,731.07 from the sale of the Cleveland property which she used to purchase the Clear Island Waters property.

[18]     The defendant asserts that there are two bases on which she was entitled to be paid the $274,731.07 on 21 February 1996.  The first is that it was the value of the financial payments made and the non-financial services provided by her which Mr Markwell repaid in accordance with their agreement.  The second basis was that the payment was the value of her equitable interest in the Cleveland property over which there was a constructive trust evidenced by the mutual intention of Mr and Mrs Markwell to create such an interest.  Both of these propositions seem to be arguable bases for defending the plaintiff’s claim.5

[19]     The plaintiff argues that a constructive trust cannot have arisen because there was no unconscionable behaviour by Mr Markwell, by denying, for example, his wife’s interest  in  the  Cleveland  property.  Cases  usually  come  to  be  decided  in  court because the party who has legal ownership of the property denies that the other party has a beneficial interest in the property.6  It is therefore commonly said that it is unconscionable of the first party to deny the equitable interest of the other party, so giving rise to a constructive trust.  In this case, however, Mr Markwell is not denying that Mrs Markwell had an equitable interest. It is therefore necessary to determine whether or not a constructive trust arises, in a case where there is a common intention which is not denied, only if there is unconscionable behaviour and if it is necessary in such a case for the court to create a constructive trust for it to exist or whether the court merely recognises the existence of such a trust.

  1. If it be necessary to show detriment, these contributions would be sufficient for that purpose.

  1. In respect of the first basis of argument, see footnote 3

  1. Baumgartner v Baumgartner (1997) 164 CLR 137

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[20]     When the parties have formed a common intention as to the beneficial interest, a constructive   trust   comes   into   existence   not   because   there   has   been   an unconscionable denial of the other person’s beneficial interest but because it would be unconscionable for the legal owner to deny the beneficial ownership of another.7

As Deane J. held in Muschinski v Dodds:8

“The content of the principle is that, in such a case, equity will not permit that other party to assert or retain the benefit of the relevant property to the extent that it would be unconscionable for him so to do.”

In such a case a constructive trust comes into existence. The court may declare or construe the existence of such a constructive trust but the declaration does not create the constructive trust.9 Constructive trusts may in different circumstances come into existence when they are imposed by the court.10 That is not the case where the equitable interest arises from the common intention to create it. In such a case the constructive trust comes into existence at the time the equitable interest arises. Section 116(2)(a) of the Bankruptcy Act specifically excludes from the definition  of  what  property  is  divisible  amongst  the  creditors  of  the  bankrupt,

“property held by the bankruptcy in trust for another person.”11

[21]     In any event, even if, contrary to the view I have expressed, the court hearing the matter were to hold there must be an unconscionable denial of the defendant’s equitable interest before a constructive trust arises, the denial of the defendant’s equitable interest by the trustee in bankruptcy, who stands in the shoes of the bankrupt, would be sufficient to give rise to a constructive trust if the court finds on the  facts  proven  at  trial  that  she  has  an  equitable  interest.12    The  trustee  in bankruptcy takes the bankrupt’s property “subject to all the liabilities and equities which affect it in the bankrupt’s hands”.13  It would be unconscionable for the

  1. Gissing v Gissing [1971] AC 886 at 905; Hohol v Hohol [1981] VR 221 at 225; Maharaj v Jai

    Chand [1986] AC 898 at 907

  1. (1985) 160 CLR 583 at 620; see also Kidner v Secretary, Department of Social Security (1993) 31

    ALD 63 at 73-74, 76; Re Sabri; Ex parte Brien v Australia and New Zealand Banking Group Ltd

    (1996) 21 FamLR 213 at 229; O’Connor P, Happy Partners or Strange Bedfellows: The Blending of

    Remedial and Institutional Features in the Evolving Constructive Trust (1996) 20 MULR 735 at

    738; Dewar, J The Development of Remedial Constructive Trust (1982) 60 Canadian Bar Review

    265; Green v Green (1989) 17 NSWLR 343 at 352-353; cf Re Osborn; Ex parte Trustee of the property of Osborn v Osborn (1989) 25 FCR 547 at 553

  1. Muschinski v Dodds (supra) at 614; Re Jonton Pty Ltd [1992] 2 Qd R 105 at 108; Scott A, Law of

    Trusts (3rd ed, 1967) vol 5, ¶462-4;  Giumelli v Giumelli (1999) 196 CLR 101 at 111; O’Connor P

    (supra) at 752, 754-755.

10        eg. Baumgartner v Baumgartner (supra) at 149; Giumelli v Giumelli (supra) at 112

11        Glover J Bankruptcy and Constructive Trusts (1991) ABLR 98 at 99, 108-109

12        cf Re Osborn (supra) at 553

13        Re Clark; Ex parte Beardmore [1894] 2 QB 393 at 410; Re Sharpe (a bankrupt); ex parte the trustee of the bankrupt v Sharpe  [1980] 1 WLR 219, [1980] 1 All ER 198; Corke v Corke and the Official

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trustee  to  deny  those  interests.    Although  this  may  be  inconvenient  for    the administration  of  bankrupt  estates,14  the  defendant  has  not  engaged  in  any behaviour  which  suggests  that  her  interests  should  be  deferred  to  that  of  the judgment creditor.15  Creditors should be expected in these times to be aware of the possibility of constructive trusts or of equitable interests which may arise when the debtor is married or in a de facto relationship.16

[22] The plaintiff also argued that “comfort and support” is not proper consideration but rather equates to the “love and affection” referred to in s 120(5)(d) of the Bankruptcy Act.  However, there is no such equivalence.  “Comfort and support” in this   case   are   the   equivalent   of   some   of   the   financial   and   non-financial contributions17 which commonly give rise to an equitable interest by a co-habitee of the legal owner, whether the parties are in a de facto or married relationship.

[23]     Further, the plaintiff submitted that the consideration was not adequate and that the transaction is therefore void because the consideration was of less value than the market value of the property.  However, the defendant’s affidavits show that the consideration given by February 1996 was at least of equal value to the market value  of  the  property.    It  was  properly  conceded  by  the  defendant  that  the consideration could only relate to the period up to the transfer of the property in February  1996  and  not  to  any  consideration  given  after  that  date.18    The consideration given before that date was not past consideration19 because it was consideration  given  between  when  the  agreement  or  common  intention  was manifest and the time the transfer was made.  Further determination of the value of the consideration is a factual question which will have to await determination at the trial.

[24]     It was also argued that the consideration given was colourable.  This argument is based on the decision of the High Court in  Barton v Official Receiver,20 on the meaning of the phrase “for valuable consideration” in s 120(1) of the Bankruptcy Act as it was then. At that time s 120(1) provided:

“A  settlement  of  property,  whether  made  before  or  after  the commencement of this Act, not being –

Trustee in Bankruptcy (1994) 17 FamLR 698 at 705; Re Sabri (supra) at 222, 230; Glover (supra) at

99

14        Re Osborn (supra)

15        Levine J, Does equity treat as done that which ought to be done? The consequences flowing from the timing of the imposition of a constructive trust (1997) 5 APLJ 74 at 82-84

16        Indeed, a trustee in bankruptcy may be expected to gather into the estate any equitable interest of the debtor.

17        Baumgartner v Baumgartner (supra) at 149

18        Sutherland v Brien (1999) 149 FLR 321 at 330

19        cf McVeigh (Trustee of the Bankrupt Estate of Zanella)  v Zanella [2000] FCA 1890 at [37]; FC No

7430 of 2000, 22 December 2000

20 (1986) 161 CLR 75

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(a)a settlement made. . .  in favour of a purchaser. . .  in good faith and for valuable consideration; or

(b)     . . .

is, if the settlor becomes a bankrupt within two years after the date of the settlement, void as against the trustee in bankruptcy.”

Section 120(1) now requires that the transfer be for the market value of the property rather than “in good faith and for valuable consideration”. The focus has shifted from the motive21 for the transaction and whether the consideration paid had any real value to whether or not full consideration at market value has been paid.22

[25]     In Barton v Official Reciever,23 it was common ground that some consideration had been given.  The High Court adopted the test formulated by Sir Robert Megarry in Re Abbott24 that a “purchaser. . . for valuable consideration” within the meaning of s 120(1) of the Bankruptcy Act is one who has given consideration for the purchase

“which has a real and substantial value, and not one which is merely nominal or trivial or colourable.”

[26]     In Re Osborn,25  Pincus J held that:

“[t]he  use  of  the  word   “colourable”  seems  to  imply  that  the consideration is non-commercial or not bona fide and it is of such a kind as would not be agreed in an arm’s length transaction.”

However, this is no longer the test.  The test now is whether or not the consideration was no less than the market value.  The defendant has sworn to giving consideration which is equivalent to or in excess of market value.  It could not be considered in those  circumstances  to  be  merely  colourable,  no  matter  what  the  relationship between the parties.

[27]     Finally, with regard to the application to strike out certain paragraphs of the Further Amended Defence, it is necessary in this case for the defence to be further amended in part to deal with concessions made by counsel for the defendant in his oral submissions and in part to incorporate the new facts dealt with in the defendant’s affidavits filed in opposition to the application for summary judgment which differ from or add to the facts alleged in the Further Amended Defence.  I propose therefore to give the defendant leave to file a Further Amended Defence.

21 Transfers to defeat creditors are now covered by s 121 of the Bankruptcy Act which was not the subject of argument in this application.

22        Victorian Producers’Co-Operative Co Ltd v Kenneth [1999] FCA 1488 at [11]; FC No 7754 of

1998, 29 October 1999.

23        (supra)

24        In re Abbott  (a Bankrupt) [1983] 1 Ch 45 at 57

25        (Supra) at 550

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