Court of Appeal
Supreme Court
New South Wales
Medium Neutral Citation: Cowap v Cowap [2020] NSWCA 19 Hearing dates: 4 December 2019 Date of orders: 19 February 2020 Decision date: 19 February 2020 Before: Bell P at [1];
Macfarlan JA at [2];
White JA at [61]Decision: Appeal dismissed with costs.
Catchwords: SUCCESSION – family provision – competing interests of disabled adult son and elderly widow – whether provision ordered in favour of son manifestly excessive – whether “adequate weight” given to widow’s claim to continue to reside in former matrimonial home – appeal dismissed Legislation Cited: Succession Act 2006 (NSW)
Supreme Court Act 1970 (NSW)Cases Cited: Akins v National Australia Bank (1994) 34 NSWLR 155
Bugmy v The Queen (2013) 249 CLR 571; [2013] HCA 37
House v The King (1936) 55 CLR 499
Lowndes v The Queen (1999) 195 CLR 665
Luciano v Rosenblum (1985) 2 NSWLR 65
Majid v R [2010] NSWCCA 121
Steinmetz v Shannon [2019] NSWCA 114Category: Principal judgment Parties: Barbara Constance Cowap (Appellant)
Nicholas John Cowap (Respondent)Representation: Counsel:
Solicitors:
M Meek SC / T Catanzariti (Appellant)
A Crossland / J Treherne (Respondent)
Campbell & Co Lawyers (Appellant)
Maksisi Lawyers (Respondent)
File Number(s): 2019/288936 Decision under appeal
- Court or tribunal:
- Supreme Court
- Jurisdiction:
- Equity Division – Family Provision List
- Citation:
- [2019] NSWSC 1104
- Date of Decision:
- 22 August 2019
- Before:
- Kunc J
- File Number(s):
- 2017/387693
Judgment
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BELL P: I agree with Macfarlan JA.
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MACFARLAN JA: On 11 December 2015 Mr Geoffrey Cowap died aged 85. By his will, signed over three years earlier (10 August 2012), he left the whole of his estate to his wife of 57 years, Ms Barbara Cowap, the present appellant. The principal asset of the deceased’s estate is the matrimonial home at Springrange in which the appellant has resided for 32 years.
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The respondent is aged 64 and is a child of the appellant’s first marriage. He was adopted by the deceased. There are five adult children of the marriage between the deceased and the appellant. After a four day hearing before Kunc J in the Equity Division, his Honour delivered an ex tempore judgment concluding that an order should be made under s 59 of the Succession Act 2006 (NSW) for provision out of the deceased’s estate for the respondent in the amount of $600,000. His Honour made formal orders, including as to designation of property as notional estate, on 2 October 2019.
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The appellant appealed to this Court on a number of grounds, the principal of which was that the primary judge failed to give adequate weight to the claim of the appellant on the testator’s bounty and that the provision ordered in favour of the respondent was accordingly manifestly excessive. For the reasons that appear below, I consider that the appeal should be dismissed.
The deceased’s property
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The deceased’s actual estate was only of nominal value but at the date of his death he held the following property (with values stated at the…
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- AGLC
- Cowap v Cowap [2020] NSWCA 19
- Case
- [2020] NSWCA 19
- Decision Date
CaseChat Overview and Summary
The central legal issue before the Court of Appeal was whether the primary judge had erred in the exercise of their discretion in making provision for the disabled son, particularly in relation to the widow's claim to the matrimonial home. This involved determining whether the provision made for the son was "manifestly excessive" and whether the widow's claim had been afforded adequate weight in the overall assessment of the estate's distribution.
The Court of Appeal considered the principles governing family provision claims, including the need to balance the competing needs of beneficiaries and the importance of giving adequate weight to the claims of a surviving spouse, particularly an elderly one with a long-standing connection to the matrimonial home. The Court found no error in the primary judge's assessment and concluded that the provision made for the son was not manifestly excessive, nor had the widow's claim been inadequately considered.
Consequently, the appeal was dismissed with costs.
Orders
Orders of the court
Appeal dismissed with costs.
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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