Foster v Lisle
Case
•
[2003] NSWSC 1243
•17 December 2003
Details
AGLC
Case
Decision Date
Foster v Lisle [2003] NSWSC 1243
[2003] NSWSC 1243
17 December 2003
CaseChat Overview and Summary
In the matter of Foster v Lisle, the dispute centred on a claim made by the deceased's daughter under the Family Provision Act. The applicant, the deceased's daughter, sought a larger share of her father's estate, which was valued at approximately $10,000. The only other beneficiary was the deceased's wife, who received the bulk of the estate. The case was heard in the Supreme Court of Queensland.
The central legal issue before the court was whether the deceased's daughter was in "financial need, hardship or distress" to warrant a departure from the ordinary rule of intestacy, as required by section 11 of the Family Provision Act. The court also needed to consider the principles and factors relevant to making such a determination, particularly in cases where the estate was of a small value and the applicant was receiving a government pension. The court needed to assess whether these circumstances warranted relief under the Act.
The court held that the two-stage test set out in Re Estate of Bennett; Ex parte Bennett should be applied to determine whether the applicant was in "financial need, hardship or distress". In the first stage, the court assessed whether the applicant's financial situation was inadequate. In the second stage, the court considered whether the inadequacy was due to insufficient provision made for the applicant by the deceased during their lifetime. The court noted that the estate was of a small value and that the applicant was receiving a government pension. However, these factors did not automatically entitle the applicant to relief. The court found that the applicant was not in "financial need, hardship or distress" within the meaning of the Act and dismissed the application.
No further orders were made by the court. The wife retained the bulk of the estate, and the daughter received nothing additional beyond the $10,000 she had already been awarded.
The central legal issue before the court was whether the deceased's daughter was in "financial need, hardship or distress" to warrant a departure from the ordinary rule of intestacy, as required by section 11 of the Family Provision Act. The court also needed to consider the principles and factors relevant to making such a determination, particularly in cases where the estate was of a small value and the applicant was receiving a government pension. The court needed to assess whether these circumstances warranted relief under the Act.
The court held that the two-stage test set out in Re Estate of Bennett; Ex parte Bennett should be applied to determine whether the applicant was in "financial need, hardship or distress". In the first stage, the court assessed whether the applicant's financial situation was inadequate. In the second stage, the court considered whether the inadequacy was due to insufficient provision made for the applicant by the deceased during their lifetime. The court noted that the estate was of a small value and that the applicant was receiving a government pension. However, these factors did not automatically entitle the applicant to relief. The court found that the applicant was not in "financial need, hardship or distress" within the meaning of the Act and dismissed the application.
No further orders were made by the court. The wife retained the bulk of the estate, and the daughter received nothing additional beyond the $10,000 she had already been awarded.
Details
Key Legal Topics
Areas of Law
-
Succession Law
Legal Concepts
-
Family Provision Act
-
Claim by child of testator
-
Test to be applied when assessing whether the court should make an order
Actions
Download as PDF
Download as Word Document
Citations
Foster v Lisle [2003] NSWSC 1243
Most Recent Citation
Pethers v Pethers (No 2) [2025] NSWSC 561
Cases Citing This Decision
18
Kardos v Sarbutt (No 2)
[2006] NSWCA 206
Pethers v Pethers (No 2)
[2025] NSWSC 561
Finlay v Pereg
[2022] NSWSC 32
Cases Cited
4
Statutory Material Cited
1
Singer v Berghouse
[1994] HCA 40
Andrew v Andrew
[2012] NSWCA 308
Carroll v Cowburn
[2003] NSWSC 248