Oreski v Ikac

Case [2007] WASC 195


JURISDICTION     :   SUPREME COURT OF WESTERN AUSTRALIA

IN CIVIL

CITATION:   ORESKI -v- IKAC [2007] WASC 195

CORAM:   BARKER J

HEARD:   15-16 AUGUST 2007

DELIVERED          :   30 AUGUST 2007

FILE NO/S:   CIV 2048 of 2005

BETWEEN:   MARTA ORESKI

Plaintiff

AND

MARIJA IKAC
First Defendant

BERNARD IKAC
Second Defendant

VLADIMIR IKAC
Third Defendant

Catchwords:

Wills - Probate - Informal will document found in deceased's motor vehicle - Document typed, unsigned and unwitnessed - Whether document should be admitted to probate as will of the deceased - Whether deceased intended the document to constitute his will

Legislation:

Wills Act 1970 (WA), s 8, s 34

Result:

Grant of probate of will refused
Letters of administration granted to second defendant

Category:    B

Representation:

Counsel:

Plaintiff:     Mr D L Jones

First Defendant             :     Mr D M Bruns

Second Defendant         :     Mr D M Bruns

Third Defendant           :     Mr D M Bruns

Solicitors:

Plaintiff:     Banaszak Legal

First Defendant             :     Hoffmans

Second Defendant         :     Hoffmans

Third Defendant           :     Hoffmans

Case(s) referred to in judgment(s):

Re Estate of Perriman (dec) [2003] WASC 191

The Public Trustee (WA) v Drennan [2004] WASC 101

West Australian Trustee Executor and Agency Co Ltd v Holmes [1961] WAR 144

Worth v Clasohm (1952) 86 CLR 439

BARKER J: 

Summary of Court's Decision

  1. Jimmy Hudson (the adopted name of Zivojin Ikac) was born in Croatia in 1932 and lived in Australia first between 1956 and 1965 and then again between 1986 and the time of his death in about May 2004. 

  2. At his death the deceased had a sister, the plaintiff, and her family, living in Perth.  He also had a wife and two adult sons living in Croatia.

  3. Following the death of Jimmy Hudson, David Oreski, the eldest son of the plaintiff, claimed he had discovered a typed but unsigned 'will' of the deceased behind a sheepskin car seat cover in the rear of the deceased's old model Mercedes Benz motor vehicle.

  4. The plaintiff applied to the Court for an order confirming the validity of the 'will' document on the basis that it purported to embody the testamentary intentions of the deceased, notwithstanding that it had not been executed in accordance with s 8 of the Wills Act 1970 (WA) (Wills Act). The plaintiff contended the Supreme Court should be satisfied that the deceased intended the document to constitute his will.

  5. The plaintiff in essence said that the court should be so satisfied that the deceased intended the document to constitute his will because the document existed, there was evidence that the deceased intended to make a will and the circumstances in which the plaintiff's son claimed he had found the will in the motor vehicle all suggested that the deceased intended the document to constitute his will. 

  6. The plaintiff accepted that the document was typed on an old-fashioned typewriter but did not produce any evidence at the trial as to the typewriter that had actually been used to type the document by or on behalf of the deceased.  A typewriter…

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AGLC
Oreski v Ikac [2007] WASC 195
Case
[2007] WASC 195
Decision Date

CaseChat Overview and Summary

The case of Oreski v Ikac involved a dispute over the validity of a will found in the deceased's motor vehicle. The will was typed but unsigned and unwitnessed, raising questions about its admissibility as the deceased's will. The primary legal issue before the court was whether the document should be admitted to probate as the deceased's will, and if the deceased intended the document to constitute his will. The court had to consider the formal requirements of a valid will under the relevant legislation and whether the informal document met these criteria.

The court examined the statutory requirements for a valid will, emphasising the importance of formality and intention. It considered whether the deceased had the requisite testamentary capacity and if there was clear evidence of the deceased's intention for the document to be his will. The court noted the absence of formal execution, including witnesses, and the lack of clarity in the document's content. It held that the document did not meet the necessary standards for a valid will under the Wills Act. Consequently, the court refused to grant probate of the will and issued letters of administration to the second defendant, who was entitled to administer the estate in the absence of a valid will.

This decision underscores the importance of adhering to the formal requirements of will execution to ensure clarity and validity. The refusal to admit the informal document to probate highlights the court's commitment to protecting the integrity of the deceased's intentions while also respecting legal formalities. The orders reflect the court's conclusion that the document in question did not satisfy the criteria for a valid will, leading to the grant of letters of administration to the appropriate party.

Orders

Orders of the court

1. Grant of probate of will refused

2. Letters of administration granted to second defendant

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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