SUPREME COURT OF QUEENSLAND
CITATION:
Fay Margaret Sadler v Timothy Eggmolesse [2013] QSC 40
PARTIES:
FAY MARGARET SADLER
(applicant)
v
TIMOTHY EGGMOLESSE
(respondent)FILE NO/S:
10439 of 2012
DIVISION:
Trial Division
PROCEEDING:
Application
ORIGINATING COURT:
Supreme Court at Brisbane
DELIVERED EX TEMPORE ON:
1 February 2013
DELIVERED AT:
Brisbane
HEARING DATE:
1 February 2013
JUDGE:
Atkinson J
ORDER:
1. Leave be granted pursuant to s 22 of the Succession Act 1981 (the Act) for the applicant to bring an application pursuant to s 21 of the Act for a will to be made for Matthew Scott Eggmolesse.
2. Pursuant to s 21 of the Act a will be authorised to be made for Matthew Scott Eggmolesse in terms of the draft will which is exhibit LC-2 to the affidavit of Loan Thuc Chow.
3. The applicant’s costs of and incidental to the application on the indemnity basis be paid out of the assets of Matthew Scott Eggmolesse.
4. The respondent’s costs of and incidental to the application be paid from the estate of Matthew Scott Eggmolesse in the sum of $2,000 including GST.
CATCHWORDS:
SUCCESSION – MAKING OF A WILL – TESTAMENTARY CAPACITY – LOSS OR LACK OF CAPACITY AND STATUTORY WILLS – where the applicant’s son was paid compensation for injuries suffered at birth which led to significant mental and physical impairments during his life – where the applicant’s son has been cared for almost exclusively by the applicant – where the applicant seeks a statutory will to be made on behalf of her son – whether the applicant’s son lacks testamentary capacity – whether the proposed statutory will is or may be a will the applicant’s son would make if he were to have testamentary capacity
Succession Act 1981 (Qld), s 21, s 21(2)(a), s 21(2)(b), s 21(2)(c), s 22, s 23, s 24, s 24(d), s 41
Succession Amendment Act 2006 (Qld)McKay v McKay [2011] QSC 230, followed
Re D(J) [1982] Ch 237, not followed
Re Fenwick, application of J R Fenwick and Re Charles [2009] NSWSC 530, appliedCOUNSEL:
R M Treston for the applicant
B V McGowan (sol) for the respondent
SOLICITORS:
Walsh Halligan Douglas Lawyers for the applicant
Cranston McEachern Lawyers for the respondent
This is an application made pursuant to Part 2 Division 4 subdivision 3 of the Succession Act 1981 for the making of a will for a person without testamentary capacity.
The Succession Act provides for a two stage process, first of all that an application should be made for leave to apply for such an order and then an application for an order. That process may be made in one of two ways. An application for leave may be made first separately, particularly if not all the evidence necessary to support the application itself is then available, or, as has been done here, the application for leave may be made at the same time as the substantive application.
That is the appropriate course when all…
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- AGLC
- Fay Margaret Sadler v Timothy Eggmolesse [2013] QSC 40
- Case
- [2013] QSC 40
- Decision Date
CaseChat Overview and Summary
The primary legal issue before the court was whether Matthew lacked testamentary capacity and if a statutory will could be made in his name that aligns with what he would have made if he had such capacity. The court had to consider the definition and implications of testamentary capacity under the Succession Act 1981 and the circumstances of Matthew's impairments. It also needed to assess the content of the proposed statutory will and whether it was in Matthew's best interest to have it authorised.
The court granted leave for the applicant to apply for a statutory will for Matthew, finding that Matthew did indeed lack testamentary capacity. The court was satisfied that the draft will proposed by the applicant reflected what Matthew would have wished if he had the capacity to make a will. The court authorised the making of the statutory will in accordance with the draft will provided. The costs of the application were to be borne by Matthew's estate, with a specific allocation for the respondent's costs.
The court's decision allowed for the statutory will to be made and authorised the draft provided by the applicant. Costs were ordered to be paid from Matthew's estate, with a specific amount allocated to the respondent. This decision ensures that Matthew's estate will be managed according to his mother's proposed will, which the court found to be in line with Matthew's interests.
Orders
Orders of the court
1. Leave be granted pursuant to s 22 of the Succession Act 1981 (the Act) for the applicant to bring an application pursuant to s 21 of the Act for a will to be made for Matthew Scott Eggmolesse.
2. Pursuant to s 21 of the Act a will be authorised to be made for Matthew Scott Eggmolesse in terms of the draft will which is exhibit LC-2 to the affidavit of Loan Thuc Chow.
3. The applicant’s costs of and incidental to the application on the indemnity basis be paid out of the assets of Matthew Scott Eggmolesse.
4. The respondent’s costs of and incidental to the application be paid from the estate of Matthew Scott Eggmolesse in the sum of $2,000 including GST.
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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