Re Middleton (deceased)

Case [2021] QSC 264


SUPREME COURT OF QUEENSLAND

CITATION: Re Middleton (deceased) [2021] QSC 264
PARTIES:

THE PUBLIC TRUSTEE OF QUEENSLAND

(applicant)
v
PAUL GREGORY CONOMOS
(respondent)

FILENO/S: BS 897 of 2020
DIVISION: Trial Division
PROCEEDING: Originating Application
ORIGINATINGCOURT: Supreme Court at Brisbane
DELIVEREDON: 20 October 2021
DELIVEREDAT: Brisbane
HEARINGDATE/S: 24 September 2021 and 15 October 2021
JUDGE: Jackson J
ORDER:

The order of the Court is that:

1.   Declare that, in or about 2003, the deceased wrote and executed a document which was in effect in the words following:

“I Kevin John Middleton of 1/26 Kreutzer Street, Nundah do hereby revoke all my previous wills and declare this to be my final will and testament.

I give my estate in its entirety to my de facto wife Shirley Joyce Conomos and in the event that she predeceases me to my stepson Paul Gregory Conomos.”

2.   Declare that at the time of his writing and executing the document the deceased intended it to form his will.

3.   Declare that at the time of the deceased’s death the will had not been revoked.

4. Subject to compliance with the Rules of Court, and subject to the consent of the Public Trustee given under s 27(3) of the Public Trustee Act 1978 (Qld), letters of administration be granted to the applicant with the will annexed as set out in 1 above, the original of the will not having been found.

5.   The applicant’s costs of the proceeding be paid out of the deceased’s estate on the indemnity basis.

6.   Liberty to apply.

CATCHWORDS:

SUCCESSION – MAKING OF A WILL – REVOCATION – METHODS OF REVOCATION – DESTRUCTION OR MUTILATION, OR STRIKING OUT PORTIONS – PRESUMPTION THAT WILL MISSING FROM TESTATOR’S CUSTODY INTENDED TO BE REVOKED BY DESTRUCTION – REBUTTAL OF PRESUMPTION –

where the deceased died with no surviving spouse, issue or parents – where the respondent is the son of the deceased’s de facto wife – where the applicant submits the deceased died intestate and presently administers the deceased’s estate – where the respondent submits there was a will of which he had a copy but the copy was lost – where the respondent submits he was to be the sole beneficiary of the deceased’s estate if he outlived his mother – where the deceased’s unit in which the respondent submits the will was kept was in a disorganised state following the deceased’s death – where the will has not been located – whether there is satisfactory proof of the due execution and contents of the will – whether the presumption that a will last seen in the testator’s custody and missing on their death was destroyed animo revocandi is rebutted – whether the deceased died intestate

Public Trustee Act 1978 (Qld), s 27(3), s 29(1)(a), s 36(1)

Succession Act 1981 (Qld), s 18(2)

Cahill v Rhodes [2002] NSWSC 561, cited

Demediuk v Demediuk [2019] VSCA 79, cited

Frizzo & Anor v Frizzo & Ors [2011] QSC 107, cited

Harris v Knight

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AGLC
Re Middleton (deceased) [2021] QSC 264
Case
[2021] QSC 264
Decision Date

CaseChat Overview and Summary

In the matter of Re Middleton (deceased), the court was called upon to determine the validity and contents of a will in the context of the deceased's estate administration. The deceased, Kevin John Middleton, died without a surviving spouse, issue, or parents, and the estate is being administered by the applicant, who asserts that the deceased died intestate. The respondent, Paul Gregory Conomos, the son of the deceased’s de facto wife, contends that a will existed which named him as the sole beneficiary if he outlived his mother. The will, however, has not been located, and the respondent only has a copy, which is now missing.

The central legal issues revolved around whether there was sufficient proof of the due execution and contents of the will, and whether the presumption that a will last seen in the testator’s custody and missing on their death was destroyed with the intention to revoke could be rebutted. The court needed to determine if the deceased died intestate or if the will had been effectively revoked. Given the state of disarray in the deceased’s unit after their death and the absence of the original will, the presumption of revocation by destruction was considered.

The court found that the deceased had indeed executed a will in 2003, which intended to revoke previous wills and name his de facto wife as the primary beneficiary, with the respondent as the contingent beneficiary. The court was satisfied that the deceased intended the document to be his final will at the time of its execution. Despite the missing will and the presumption of revocation, the court held that the respondent had not successfully rebutted this presumption. Consequently, the will remained valid at the time of the deceased’s death. The court declared that the will's contents were as stated in the order, and granted letters of administration to the applicant, subject to certain conditions.

Orders

Orders of the court

The order of the Court is that:

1. Declare that, in or about 2003, the deceased wrote and executed a document which was in effect in the words following:

“I Kevin John Middleton of 1/26 Kreutzer Street, Nundah do hereby revoke all my previous wills and declare this to be my final will and testament.

I give my estate in its entirety to my de facto wife Shirley Joyce Conomos and in the event that she predeceases me to my stepson Paul Gregory Conomos.”

2. Declare that at the time of his writing and executing the document the deceased intended it to form his will.

3. Declare that at the time of the deceased’s death the will had not been revoked.

4. Subject to compliance with the Rules of Court, and subject to the consent of the Public Trustee given under s 27(3) of the Public Trustee Act 1978 (Qld), letters of administration be granted to the applicant with the will annexed as set out in 1 above, the original of the will not having been found.

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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