SUPREME COURT OF QUEENSLAND
CITATION:
PARTIES:
THOMAS JOSEPH GREEN
(applicant)and
EVELYN MAY CRITCHLEY
(respondent)FILE NO/S:
11865/03
DIVISION:
Trial Division
PROCEEDING:
Application
ORIGINATING COURT:
Supreme Court
DELIVERED ON:
24 February 2004
DELIVERED AT:
Brisbane
HEARING DATE:
6, 13 February 2004
JUDGE:
Atkinson J
ORDER:
The application is dismissed.
CATCHWORDS:
SUCCESSION – WILLS, PROBATE AND ADMINISTRATION – PROBATE AND LETTERS OF ADMINISTRATION – ALTERATION AND REVOCATION OF GRANTS – IN WHAT CIRCUMSTANCES – DISCOVERY AND INVALIDITY OF WILL – test to be applied – whether sufficient evidence of undue influence to raise suspicion of the court – whether testator had testamentary capacity when giving instructions or at the execution of the will – whether illness or age affected testator’s understanding of instructions and disposition of her estate
Uniform Civil Procedure Rules 1999, r640
Succession Act 1981, s36A(4), s36A(5)Re Russell [1986] 1 Qd R 131, cited
Bailey v Bailey (1924) 34 CLR 558, applied
Boughton v Knight (1873) LR 3 P&D 64, cited
Bur Singh v Uttam Singh (1910) 38 Cale 367, cited
Harrison v Peterson [2000] QSC 415, considered
Maw v Dickey (1974) 6 OR (2d) 146, cited
Parfitt v Lawless (1872) LR 2 P&D 462, cited
Tyrrell v Painton (1894) P 151, cited
Tipper v Moore & Anor (1911) 13 CLR 248, cited
Wingrove v Wingrove (1885) 11 P 81, citedCOUNSEL:
QT Cregan for the Applicant
SOLICITORS:
Alex Nelson Lawyers for the Applicant
John K Harris for the Respondent
The applicant and the respondent in this matter are brother and sister. They are the only two children of Margaret Josephine Lawrence who died on 4 July 2003 at the age of 88 years. Both Thomas Joseph Green, the applicant, and Evelyn May Critchley, the respondent, were children of Mrs Lawrence’s first marriage. They are now aged 68 and 66 years respectively. Mrs Lawrence died of a myocardial infarction having suffered from atrial fibulation and cerebrovascular disease for many years. Mr Green applied to the Court for the revocation of a grant of probate issued to Mrs Critchley in relation to Mrs Lawrence’s estate. He has sufficient interest to do so as he would be entitled to take on the intestacy of Mrs Lawrence were he to be successful in his application.[1]
[1]Re Russell [1986] 1 Qd R 131; UCPR r 640; Succession Act 1981 ss 36A(4), (5).
Mrs Critchley applied for probate as executor of a will made by Mrs Lawrence on 22 November 2000. Mrs Critchley was named as the executor in that will. Under that will, Mrs Lawrence divided the whole of her estate equally between her daughter, Mrs Critchley, and her grand-daughter, Mrs Critchley’s daughter, Jennifer Margaret Hearn. Probate was granted on 21 August 2003. The estate is a relatively small one having a net value of less than $200,000.
Mr Green gave evidence by affidavit that in about June 2000, some four to five months prior to the execution of her will, Mrs…
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- AGLC
- Green v Critchley [2004] QSC 22
- Case
- [2004] QSC 22
- Decision Date
CaseChat Overview and Summary
The legal issues before the court were whether there was sufficient evidence of undue influence to warrant suspicion and whether Mrs. Green had testamentary capacity at the time she gave instructions for the will or when she executed it. Additionally, the court needed to determine if Mrs. Green's illness or age impaired her understanding of the instructions and the disposition of her estate. The court needed to apply the appropriate legal tests to determine the validity of the will and the capacity of the testator.
After considering the evidence presented, the court found that the family had not provided sufficient evidence of undue influence to raise a suspicion in the court. The court also determined that Mrs. Green had testamentary capacity when giving instructions for the will and at the time of its execution, despite her age and medical condition. The court was satisfied that her illness or age did not affect her understanding of the instructions and disposition of her estate. As a result, the application to invalidate the will was dismissed.
Orders
Orders of the court
The 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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