Re W, DJ

Case

[2015] SASC 45

25 March 2015


Details
AGLC Case Decision Date
Re W, DJ [2015] SASC 45 [2015] SASC 45 25 March 2015

CaseChat Overview and Summary

The case involves DJW, who was born with severe physical and intellectual disabilities due to a complicated birth, and the application for making a statutory will on his behalf. DJW's parents have separated, and he has minimal contact with his father. DJW lives with his mother and sister, and spends time with his half-sister on his mother's side. The court was required to determine whether DJW lacked testamentary capacity, and if so, whether the proposed will accurately reflected his likely testamentary intentions.

The court found that DJW lacked testamentary capacity due to his severe disabilities and determined that a statutory will should be made. However, the court was not satisfied that the proposed will accurately reflected DJW's likely testamentary intentions. The court found that the proposed will did not adequately account for DJW's minimal contact with his father and his half-siblings on his father's side. The court also found that the proposed will did not adequately account for the substantial payment DJW received as part of a personal injury settlement.

The court ordered that a statutory will be made in accordance with the terms outlined in the decision. The court emphasized that the will should reflect DJW's likely testamentary intentions and that it was desirable to avoid intestacy. The court also noted that if a material change of circumstances occurs following the making of the statutory will, the court may be approached again for the making of a codicil or further statutory will.

This case highlights the importance of considering the unique circumstances of individuals with disabilities when making decisions about their estate planning. The court emphasized the need for a will that accurately reflects the individual's likely testamentary intentions, and the need to avoid intestacy. The case also highlights the importance of considering the potential impact of significant financial settlements on estate planning decisions.
Details

Areas of Law

  • Succession Law

Legal Concepts

  • Making of a Will

  • Testamentary Capacity

  • Loss or Lack of Capacity and Statutory Wills

Actions
Download as PDF Download as Word Document

Most Recent Citation
Argiro v Lagozino [2017] SASC 185

Cases Citing This Decision

6

Argiro v Lagozino [2017] SASC 185
Re K, JL [2016] SASC 53
In the Matter of G, CL [2015] SASC 80
Cases Cited

11

Statutory Material Cited

1

Monger v Taylor [2000] VSC 304
Re Palmer [2003] VSC 21
Hoffmann v Waters [2007] SASC 273