SUPREME COURT OF QUEENSLAND
CITATION:
Dawson v Joyner [2011] QSC 385
PARTIES:
GARRY DANIEL DAWSON
(Applicant)
And
LEIGH JAMES JOYNER (as executor of the Will of Daniel Dawson deceased)
( Respondent)
FILE NO/S:
S355 of 2009
DIVISION:
Trial Division
PROCEEDING:
Application
ORIGINATING COURT:
Supreme Court Rockhampton
DELIVERED ON:
12 December 2011
DELIVERED AT:
Rockhampton
HEARING DATE:
5 December 2011
JUDGE:
McMeekin J
ORDER:
Application is dismissed.
CATCHWORDS:
SUCCESSION – FAMILY PROVISION AND MAINTENANCE – PRINCIPLES UPON WHICH RELIEF GRANTED –SUCCESSION – FAMILY PROVISION AND MAINTENANCE – PRINCIPLES UPON WHICH RELIEF GRANTED – where applicant not provided for in large estate – where applicant is adult son – where applicant estranged from deceased – where the only other son is the sole beneficiary under the will – where that beneficiary has considerable wealth – where applicant has assets and gainful employment – whether an order for adequate provision should be made
Succession Act 1981 (Qld)
Coates v National Trustees Executors & Agency Co Ltd (1956) 95 CLR 494
Collicoat and Ors v Mcmillan and Anor [1999] 3 VR 803
Goodman v Windeyer (1980) 54 ALJR 470
Gorton v Parks (1989) 17 NSWLR 1
Hughes v National Trustees Executors and Agency Co of Australasia Ltd (1979) 143 CLR 134
McCosker v McCosker (1957) 97 CLR 566
Palmer v Dolman [2005] NSWCA 361
Re Sinnott [1948] VLR 279
Singer v Berghouse (1994) 181 CLR 201
Vigolo v Bostin (2005) 221 CLR 191
Walker v Walker (unreported, NSWSC, 17 May 1996)
COUNSEL:
GC Crow SC and AM Arnold for the applicant
L Nevison for the respondent
SOLICITORS:
Johnson Law Pty Ltd for the applicant
Rees R & Sydney Jones for the respondent
McMeekin J: The applicant is Garry Daniel Dawson. He is a son of Daniel Dawson, deceased (“the testator”). He seeks an order under Part IV of the Succession Act 1981 (Qld) for further provision out of the estate of his late father.
The respondent, Mr Leigh Joyner, is the executor of the estate of the deceased and opposes the application. He is supported in that opposition by the only other child of the deceased, Ross Hamilton Dawson. There is another beneficiary under the last will of the testator who was not served as it is not intended that her entitlement be affected in any way by any order made.
Without meaning any disrespect I will refer to the family members by their Christian names for ease of reference.
Relevant Principles
The application is brought pursuant to s41(1) of the Succession Act 1981 which provides:
“Estate of deceased person liable for maintenance
If any person (the deceased person) dies whether testate or intestate and in terms of the will or as a result of the intestacy adequate provision is not made from the estate for the proper maintenance and support of the deceased person’s spouse, child or dependant, the court may, in its discretion, on application by or on behalf of the said spouse, child or dependant, order that such provision…
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- AGLC
- Dawson v Joyner [2011] QSC 385
- Case
- [2011] QSC 385
- Decision Date
CaseChat Overview and Summary
The court was required to determine whether the applicant was entitled to a further order for adequate provision from the estate, given the wealth of the sole beneficiary, and despite the applicant's own assets and employment. The court had to balance the statutory principles and discretions under the Succession Act with the particular circumstances of the case, including the applicant's estrangement from the deceased and his relationship with his brother.
The court dismissed the application, concluding that the applicant was not in "need of maintenance" as defined under the Act. The applicant, despite being estranged, had his own assets and employment, and the wealth of the sole beneficiary further mitigated any potential hardship. The court held that the statutory criteria for relief were not met, and therefore, no order for adequate provision was warranted.
No further orders were made in light of the dismissal.
Orders
Orders of the court
Application is 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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