Cowap v Cowap

Case [2020] NSWCA 19


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 114
Category:Principal judgment
Parties: Barbara Constance Cowap (Appellant)
Nicholas John Cowap (Respondent)
Representation:

Counsel:
M Meek SC / T Catanzariti (Appellant)
A Crossland / J Treherne (Respondent)

  Solicitors:
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

  1. BELL P: I agree with Macfarlan JA.

  2. 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.

  3. 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.

  4. 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

  1. 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 appeal concerned competing claims for provision from the estate of the deceased, Mr. Cowap. The primary beneficiaries were his disabled adult son, who had been granted provision from the estate, and his elderly widow. The widow contended that the provision ordered in favour of the son was manifestly excessive and that insufficient weight had been given to her claim to continue residing in the former matrimonial home. The matter was heard by Bell P, Macfarlan and White JJA in the Court of Appeal of New South Wales.

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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