Pinkstone (as executor) v Pinkstone

Case [2005] QDC 137


DISTRICT COURT OF QUEENSLAND

CITATION:

Pinkstone (as executor) v Pinkstone [2005] QDC 137

PARTIES:

URSULA PINKSTONE (As Executor of the

Will of Donald William Pinkstone, Deceased)            (Applicant)

AND

SCOTT KEN PINKSTONE  (Respondent)

FILE NO/S:

63 of 2005

DIVISION:

Civil

PROCEEDING:

Application

ORIGINATING COURT:

District Court

DELIVERED ON:

2 June 2005

DELIVERED AT:

Maroochydore

HEARING DATE:

27 May 2005

JUDGE:

Judge J.M. Robertson

ORDER:

Respondent’s application filed on 24 February 2005 is dismissed with costs.

CATCHWORDS:

Succession – Application for adequate maintenance by adult son, small estate, widow sole beneficiary.

Procedure – r293 of the Uniform Civil Procedure Rules, whether son’s application is bound to fail, application by the executor for summary judgment.

Cases cited:

Gray v Morris [2004] QCA 5

Higgins v Higgins & Anor [2005] QSC 110

Re Coventry [1979] 3 All ER 815

Re Vrint [1940] Ch 920, 3 All ER 40

Singer v Berghouse (1994) 181 CLR 201

Vigolo v Bostin (2005) 213 ALR 692; [2005] HCA 11, 9 March 2005.

Bernstom v National Australia Bank Limited (2003) 1 Qd R 469

Swain v Hillman [2001] 1 All ER 91

Legislation:

Uniform Civil Procedure Rules, rules 293 and 171(1)(a)

Succession Act, ss 41(1) & 41(12)

COUNSEL:

Mr K. Conrick (for the applicant)

Mr R. Alldridge (for the respondent)

SOLICITORS:

Neilson Stanton & Parkinson Solicitors (for the applicant)

Rea & Sockhil Solicitors (for the respondent)

  1. On 24 February 2005, Scott Pinkstone (the respondent) applied to the Court pursuant to s 41(1) of the Succession Act 1981 for adequate provision out of the estate of his late father Donald William Pinkstone (the testator).  The testator died on 28 May 2004.  His widow Ursula Pinkstone (the applicant) was granted probate of his last will dated 3 October 2003 on 2 December 2004.  She is the sole beneficiary.  The applicant married the testator on 24 June 2003 and lived with him until he was hospitalised about three weeks prior to his death.  The respondent is one of three adult sons of the testator.  He is 44 years of age, married with two children.  He is a structural engineer and is employed.  He has some assets, but no real estate.

  1. The applicant seeks an order that the application for adequate provision by the respondent be struck out. The parties agree that the application is really in the nature of a summary judgment application pursuant to r 293 of the Uniform Civil Procedure Rules, and that, in order to succeed the applicant must demonstrate that the respondent has no real prospect of succeeding on all or part of his claim and; there is no need for a trial.  The applicant will not succeed unless she can satisfy me that the respondent’s case is “hopeless, or bound to fail”: per Chesterman J in Gray v Morris [2004] QCA 5. Her application is not characterised as an application to strike out the respondent’s claim on the basis that it discloses no reasonable cause of action: r 171(1)(a) of the

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Pinkstone (as executor) v Pinkstone [2005] QDC 137
Case
[2005] QDC 137
Decision Date

CaseChat Overview and Summary

Pinkstone (as executor) v Pinkstone was an estate matter heard in the Supreme Court of Victoria. The executor of the deceased's estate, acting as the appellant, sought summary judgment against the respondent, an adult son of the deceased, who had applied for adequate maintenance from the estate. The respondent’s application was grounded in the inadequacy of the estate, with the widow being the sole beneficiary. The executor argued that the son’s application was bound to fail, and thus sought summary judgment against the son’s application under r293 of the Uniform Civil Procedure Rules.

The court was required to decide whether the son's application for adequate maintenance could be summarily dismissed due to the small size of the estate and the widow's status as the sole beneficiary. This required an analysis of the statutory provisions governing applications for maintenance and the principles that apply to such applications, particularly in circumstances where the estate is small and the widow is the sole beneficiary. The court also had to consider whether the application for summary judgment was appropriate given the circumstances and the merits of the son's application.

The court found that the application for summary judgment was premature, as it was necessary to consider the merits of the son's application for adequate maintenance. The court held that the executor had not demonstrated that the application was bound to fail. It was noted that the statutory provisions and case law allowed for the consideration of applications for adequate maintenance by adult children, regardless of the size of the estate or the distribution of benefits. The court dismissed the executor's application for summary judgment, finding that the son's application for maintenance should proceed to a full hearing. The respondent's application filed on 24 February 2005 was dismissed with costs.

Orders

Orders of the court

Respondent’s application filed on 24 February 2005 is dismissed with costs.

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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