De Martin v Jacobs

Case

[2008] NSWSC 1378

16 December 2008


Details
AGLC Case Decision Date
De Martin v Jacobs [2008] NSWSC 1378 [2008] NSWSC 1378 16 December 2008

CaseChat Overview and Summary

The case of De Martin v Jacobs involved a dispute over the construction of a will. The deceased, De Martin, had left a gift to her daughter, Jacobs, in her will, but included a condition that the gift would not vest if Jacobs predeceased the testatrix or "dies before attaining vested interest." The dispute arose as to whether the phrase "dies before attaining vested interest" had any legal effect and whether it was surplusage to the clear intention of the testatrix as expressed in the other parts of the will. The matter was heard in the Supreme Court of South Australia.

The court was required to determine the meaning and effect of the phrase "dies before attaining vested interest" in the context of the will. The central issue was whether the phrase had any legal significance or whether it was merely redundant, given the clear intention of the testatrix as expressed in the other parts of the will. The court had to decide whether the phrase should be given effect or disregarded in the construction of the will.

The court held that the phrase "dies before attaining vested interest" was surplusage in the context of the will. The court found that the testatrix's clear intention, as expressed in the other parts of the will, was that the gift to Jacobs would not vest if she predeceased the testatrix. The court held that the phrase "dies before attaining vested interest" did not add anything to the testatrix's intention and was therefore surplusage. The court therefore disregarded the phrase in the construction of the will.

The court's decision meant that the gift to Jacobs would vest regardless of whether she predeceased the testatrix or not. The court made orders accordingly, declaring that the gift to Jacobs was valid and enforceable. The court also declared that the phrase "dies before attaining vested interest" was surplusage and had no legal effect in the construction of the will.
Details

Areas of Law

  • Succession Law

Legal Concepts

  • Will Construction

Actions
Download as PDF Download as Word Document

Most Recent Citation
Kinloch v Manzione [2022] ACTSC 76

Cases Citing This Decision

6

Serwin v Dolso [2020] NSWSC 370
Latham v Hubbard [2014] NSWSC 805
Kinloch v Manzione [2022] ACTSC 76
Cases Cited

1

Statutory Material Cited

1

Austin v Wells [2008] NSWSC 1266
Austin v Wells [2008] NSWSC 1266