Lewis v Lohse
Case
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[2003] QCA 199
•16 May 2003
Details
AGLC
Case
Decision Date
Lewis v Lohse [2003] QCA 199
[2003] QCA 199
16 May 2003
CaseChat Overview and Summary
The case of Lewis v Lohse involved a dispute over the construction and effect of testamentary dispositions in a will. The testator had devised land, livestock, plant and machinery to the appellant and the second respondent subject to them accepting associated liability. The second respondent initially accepted the bequest but later withdrew the acceptance. The appellant did not accept or reject the bequest. The court was required to determine whether the testator intended that both devisees must accept liability before the gift could take effect, whether a bequest may be disclaimed after initial acceptance, and whether the words used constituted a "contrary intention" for the purposes of s 61 of the Succession Act 1981.
The court found that the testator intended that both devisees must accept liability before the gift could take effect. The court held that the words used did not constitute a "contrary intention" for the purposes of s 61 of the Succession Act 1981. The court found that a bequest may be disclaimed after initial acceptance. The court also found that the second respondent's withdrawal of acceptance did not affect the appellant's acceptance of the bequest.
The appeal was dismissed with costs to be assessed on the standard basis. The court ordered that the costs of the first respondents and the second respondent of and incidental to this appeal be assessed on an indemnity basis and that the first respondents and the second respondent recover from the estate of the testator the difference between the costs so assessed and any costs paid by the appellant pursuant to this order.
The court found that the testator intended that both devisees must accept liability before the gift could take effect. The court held that the words used did not constitute a "contrary intention" for the purposes of s 61 of the Succession Act 1981. The court found that a bequest may be disclaimed after initial acceptance. The court also found that the second respondent's withdrawal of acceptance did not affect the appellant's acceptance of the bequest.
The appeal was dismissed with costs to be assessed on the standard basis. The court ordered that the costs of the first respondents and the second respondent of and incidental to this appeal be assessed on an indemnity basis and that the first respondents and the second respondent recover from the estate of the testator the difference between the costs so assessed and any costs paid by the appellant pursuant to this order.
Details
Key Legal Topics
Areas of Law
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Succession Law
Legal Concepts
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Construction and Effect of Testamentary Dispositions
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Ascertainment of Testator’s Intention
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Contrary Intention
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Appeal
Actions
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Citations
Lewis v Lohse [2003] QCA 199
Most Recent Citation
Smeaton Grange Holdings Pty Ltd v Chief Commissioner of State Revenue [2016] NSWSC 1594
Cases Citing This Decision
12
Sunraysia Harvesting Contractors Pty Ltd as trustee of the Sunraysia Harvesting Contractors Trust and Commissioner of Taxation (Taxation)
[2015] AATA 764
Hesse v Donovan
[2004] QSC 343
Lohse v Lewis
[2004] QSC 36
Cases Cited
0
Statutory Material Cited
1