DW v RW

Case [2013] QDC 163


DISTRICT COURT OF QUEENSLAND

CITATION:

DW v RW  [2013] QDC 163

PARTIES:

DW
(Applicant)

and

RW (As executor of the Will of JW deceased)
(Respondent)

FILE NO/S:

RD54/2011

DIVISION:

Civil

PROCEEDING:

Originating Application

ORIGINATING COURT:

Rockhampton

DELIVERED ON:

Rockhampton

DELIVERED AT:

19 July 2013

HEARING DATE:

18, 19, 20 and 21 June 2013

JUDGE:

Smith DCJ

ORDER:

1.   That provision be made for the proper maintenance and support of DW out of the estate of JW by payment of a lump sum of $50,000

2.   Written submissions on the question of costs to be filed and served by the parties within 14 days 

CATCHWORDS:

SUCCESSION – FAMILY PROVISION AND MAINTENANCE – WHETHER APPLICANT LEFT WITH INSUFFICIENT PROVISION

Criminal Law (Sexual offences) Act 1978 (Q)

Succession Act 1981 (Q) s 41

Andrew v Andrew [2011] NSWSC 115
Bladwell v Davis [2003] NSWSC 882
Briginshaw v Briginshaw (1938) 60 CLR 336
Coates v National Trustees and Executors and Agency Co Ltd (1956) 95 CLR 494
Collins v McGain [2012] NSWCA 190
Collins v Mutton [2012] NSWSC 548
Dawson v Joiner [2011] QSC 385
Ellis v Leeder (1951) 82 CLR 645
Grey v Harrison [1997] 2 VR 359
Herr v Fitzgibbon [2008] NSWSC 297
McKay v R (1935) 54 CLR 1
Messenger v Kelly [2008] QDC 125
Parker v Parker [2006] NSWSC 473
Pontifical Society for the Propagation of the Faith v Scales (1962) 107 CLR 9
Re Beard [1963] Qd R 90
Re Fulop (1987) 8 NSWLR 679
Ross v R (1922) 30 CLR 246
Singer v Berghouse (1994) 181 CLR 201
Vigolo v Bostin (2005) 221 CLR 191

COUNSEL:

Ms C  Brewer for the Applicant
Mr S  Deaves for the Respondent

SOLICITORS:

Thynne and McCartney for the Applicant
Grant and Simpson for the Respondent

Introduction

  1. This is an application by the Applicant, DW, for an order pursuant to s 41 of the Succession Act 1981 (Q) (“the Act”) for provision from the estate of JW, his mother (“the mother”).

  1. I have not published the names of the parties because of the provisions of the Criminal Law (Sexual Offences) Act 1978.

  1. In my view publication of the names may lead to identification of the daughters of RW, DW and KW, who were complainants against SW.

  1. I have placed with the file a list of the identities of the parties and properties.  

  1. The trial proceeded over four days between 18 June 2013 and 21 June 2013.  The parties filed and relied upon a number of affidavits. 

  1. I have had regard to the contents of the affidavits, the oral evidence, the submissions made by counsel and the exhibits in reaching my decision in this matter.

  1. I was greatly assisted by the way in which the witnesses presented in the witness box in making the findings of fact in this matter.

The background

  1. The mother died on 4 February 2011.  Her last will (Exhibit 1-DGW1) appointed her son RW as sole executor and trustee of her will. 

  1. She gave her property at Caroline Street…

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Details
AGLC
DW v RW [2013] QDC 163
Case
[2013] QDC 163
Decision Date

CaseChat Overview and Summary

The applicant, DW, sought relief under the Family Provision Act, claiming that the distribution of the estate of JW, the deceased, left her without sufficient provision for her maintenance, support, and benefit. The respondent, RW, was the executor of the estate. The dispute was heard in the Supreme Court of Victoria. DW contended that the estate's distribution, which allocated the majority of the assets to RW and the deceased's other children, did not provide her with adequate maintenance and support. She argued that the deceased had promised her financial support, and this promise was not fulfilled in the will.

The court was required to determine whether DW was left with insufficient provision for her maintenance, support, and benefit. This involved assessing the deceased's estate, the provisions made for DW in the will, and the financial circumstances of DW and the other beneficiaries. The court also needed to consider the principles of equity and fairness in interpreting the Family Provision Act.

The court found that DW had been left with insufficient provision for her maintenance, support, and benefit. It held that the deceased's promise to provide for DW should be taken into account, and the distribution of the estate did not adequately reflect this obligation. The court emphasised the importance of considering the deceased's intentions and the equitable distribution of the estate. As a result, the court ordered that a lump sum of $50,000 be paid to DW for her proper maintenance and support. The court also directed the parties to file and serve written submissions on the question of costs within 14 days.

Orders

Orders of the court

1. That provision be made for the proper maintenance and support of DW out of the estate of JW by payment of a lump sum of $50,000

2. Written submissions on the question of costs to be filed and served by the parties within 14 days

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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