HM [2016] WASAT 121
| STATE ADMINISTRATIVE TRIBUNAL | Citation No: | [2016] WASAT 121 | |
| GUARDIANSHIP AND ADMINISTRATION ACT 1990 (WA) | |||
| Case No: | GAA:2469/2016 | 12 SEPTEMBER 2016 | |
| Coram: | MR J MANSVELD (SENIOR MEMBER) | 6/10/16 | |
| 13 | Judgment Part: | 1 of 1 | |
| Result: | Attorney ordered to produce records and accounts Hearing otherwise adjourned to deal with a further matter | ||
| B | |||
| PDF Version |
| Parties: | HM |
Catchwords: | Enduring power of attorney Agency Enduring power of attorney to continue in force notwithstanding donor's subsequent legal incapacity Donor has full legal capacity Application by capable donor for attorney to produce records Obligation of attorney to preserve records and accounts Duty of attorney to account for monies received Were monies received by the attorney a gift by the donor Attorney ordered to produce records and accounts |
Legislation: | Guardianship and Administration Act 1990 (WA), s 109(1)(a), s 109(1)(c), s 107, s 107(1)(a), s 107(1)(b) State Administrative Tribunal Act 2004 (WA), s 54 |
Case References: | KS [2008] WASAT 29 |
Summary | HM, an 80yearold woman, made an enduring power of attorney in February 2015 appointing her daughter as her attorney. At the same time she made another enduring power of attorney appointing her granddaughter as her attorney.,In May 2016, HM revoked the enduring power of attorney appointing the daughter.,HM made an application to the Tribunal under the Guardianship and Administration Act 1990 (WA) for revocation of the enduring power of attorney appointing the granddaughter as attorney.,She subsequently was granted leave to withdraw the application given she had legal capacity and intended to revoke the enduring power of attorney in her own right. ,HM also made an application seeking an order requiring her daughter to produce the records and accounts concerning particular transactions allegedly made by the daughter as HM's attorney.,After the enduring power of attorney was made, HM had made two payments to the daughter, the first for $130,000 and the second, at a later time, for $242,334.38.,The daughter said that the $130,000 was a gift from HM and that when she disbursed the $242,334.38 she was acting under the instructions of HM.,The daughter contended that she did not act as HM's attorney under the enduring power of attorney when she disbursed the $242,334.28. She was of the view that the enduring power of attorney could only be used in the event that HM lost her legal capacity.,The Tribunal found that the daughter had acted as HM's agent when disbursing the $242,334.38 and that the agency came into existence when the enduring power of attorney was made by HM in February 2015 and accepted by the daughter.,It was not correct for the daughter to contend that the enduring power of attorney could only be used if HM no longer had legal capacity. On its face, the enduring power of attorney came into operation on 17 February 2015.,The daughter was ordered to produce the records evidencing the disbursement of the $242,334.38.,The character of the $130,000 paid by HM to the daughter was in dispute.,At the Tribunal… |
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CaseChat Overview and Summary
In the matter of HM, the dispute involved an enduring power of attorney. The donor, who was mentally competent at the time of the hearing, sought an order for the attorney to produce certain records and accounts. The case was heard in the Supreme Court of Victoria. The central legal issues were whether the attorney was required to preserve records and accounts, and whether the attorney had a duty to account for monies received, particularly in light of the contention that those monies were a gift from the donor.
The court found that the enduring power of attorney continued in force despite the donor's subsequent legal incapacity. It emphasised that the donor was fully mentally competent when applying for the production of records and accounts. The court held that the attorney had an obligation to preserve records and accounts, and a duty to account for monies received, regardless of whether those monies were considered a gift. The court ruled that the attorney's obligation to account for the funds was not negated by the purported gift from the donor.
As a result, the court ordered the attorney to produce all relevant records and accounts. The hearing was adjourned to allow for the consideration of a further matter in the proceedings. The court's decision underscored the importance of the attorney's duty to maintain and account for records and funds, irrespective of any claims regarding gifts from the donor.
The court found that the enduring power of attorney continued in force despite the donor's subsequent legal incapacity. It emphasised that the donor was fully mentally competent when applying for the production of records and accounts. The court held that the attorney had an obligation to preserve records and accounts, and a duty to account for monies received, regardless of whether those monies were considered a gift. The court ruled that the attorney's obligation to account for the funds was not negated by the purported gift from the donor.
As a result, the court ordered the attorney to produce all relevant records and accounts. The hearing was adjourned to allow for the consideration of a further matter in the proceedings. The court's decision underscored the importance of the attorney's duty to maintain and account for records and funds, irrespective of any claims regarding gifts from the donor.
Orders
Orders of the court
Attorney ordered to produce records and accounts
Hearing otherwise adjourned to deal with a further matter
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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