Mahlo v Hehir

Case [2011] QSC 243


SUPREME COURT OF QUEENSLAND

CITATION:

Mahlo v Hehir [2011] QSC 243

PARTIES:

BRETT JOHN MAHLO
(Plaintiff)

v

JOHN MICHAEL HEHIR
(First Defendant)

and

BENJAMIN YURI SASONOW
(Second Defendant)

and

ANASTASIA JANE SASONOW
(Third Defendant)

FILE NO/S:

BS 1036 of 2009

DIVISION:

Trial Division

PROCEEDING:

Claim

ORIGINATING COURT:

Supreme Court

DELIVERED ON:

19 August 2011

DELIVERED AT:

Brisbane

HEARING DATE:

8-10 August 2011

JUDGE:

McMurdo J

ORDER:

The claim be dismissed.

CATCHWORDS:

SUCCESSION – WILLS, PROBATE AND ADMINISTRATION – THE MAKING OF A WILL – EXECUTION – INFORMAL DOCUMENT INTENDED TO BE WILL – OTHER STATES OR TERRITORIES – where the deceased typed on her home computer a document in the form of a will two weeks prior to her death – where the plaintiff seeks to prove that the electronic document was the deceased’s last will – whether the deceased intended the electronic document to form her will

Succession Act 1981 (Qld), s 18

Cahill v Rhodes [2002] NSWSC 561, cited
Hatsatouris & Ors v Hatsatouris [2001] NSWCA 408, cited
Mitchell v Mitchell [2010] WASC 174, considered
Oreski v Ikac [2008] WASCA 220, cited
Prucha v Standing [2011] VSC 90, considered
Re Trethewey [2002] VSC 83, considered

The Estate of Masters (Deceased); Hill v Plummer (1994) 33 NSWLR 446, applied

COUNSEL:

RM Treston for the plaintiff
NJ Nevison for the first defendant

The second and third defendants appeared on their own behalf

SOLICITORS:

Thynne & Macartney for the plaintiff
Greenhalgh Pickard Solicitors for the first defendant

The second and third defendants appeared on their own behalf

  1. Dr Karen Mahlo died on 28 May 2008.  About two weeks earlier, she had typed on her home computer a document in the form of a will.  It provided for the appointment of her brother, Brett Mahlo, as the executor and for gifts of $300,000 to her parents and the residue to her son and daughter. 

  1. Brett Mahlo seeks to prove this document as her last will. His application, which is made under s 18 of the Succession Act 1981 (Qld), is supported by the deceased’s son and daughter who are the second and third defendants. It is opposed by Mr Hehir, who was the executor and a beneficiary under a will made by Dr Mahlo in February 2008 when she and Mr Hehir were in a de facto relationship.

  1. Section 18 provides, in part, as follows:

“(1)This section applies to a document, or a part of a document, that-

(a)purports to state the testamentary intentions of a deceased person; and

(b)has not been executed under this part.

(2)The document or the part forms a will, an alteration of a will, or a full or partial revocation of a will, of the deceased person if the court is satisfied that the person intended the document or part to form the person’s will, an alteration to the person’s will or a full or partial revocation of the person's will.

(3)In making a decision under subsection (2), the court…

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Mahlo v Hehir [2011] QSC 243
Case
[2011] QSC 243
Decision Date

CaseChat Overview and Summary

Mahlo v Hehir was a legal dispute heard in a court in Australia, involving the plaintiff, Mahlo, who sought to have a typed electronic document recognised as the last will of the deceased, who had passed away two weeks after creating the document. The defendant, Hehir, contested this claim. The central issue before the court was whether the deceased intended the electronic document, which was typed on her home computer, to be her formal will. The court had to determine if the document met the necessary criteria for being considered a valid will, particularly given that it was not formally executed in the presence of witnesses.

The court considered several factors in reaching its decision. It examined whether the document was intended by the deceased to be her will, taking into account the circumstances surrounding its creation and the content of the document itself. The court also assessed whether the deceased's actions and statements showed an intention to replace any existing will with the electronic document. Furthermore, the court evaluated if the document satisfied the legal requirements for the execution of a will, particularly in the context of whether it was executed with the formality required by law.

After thorough deliberation, the court concluded that the electronic document did not meet the legal standards required to be recognised as a valid will. The court found that while the deceased intended the document to reflect her wishes, there was insufficient evidence to establish that she intended it to replace any existing will or to be her formal testamentary document. Consequently, the court dismissed the plaintiff's claim, ruling that the electronic document could not be recognised as the deceased's last will.

Orders

Orders of the court

The claim be 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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