Sullivan v Greig

Case [2023] QSC 97


SUPREME COURT OF QUEENSLAND

CITATION: Sullivan v Greig [2023] QSC 97
PARTIES:

LINDA ROSE SULLIVAN

(applicant)
v
VALERIE GREIG
(respondent)

FILENO/S: BS No 14749 of 2021
DIVISION: Trial Division
PROCEEDING: Trial
ORIGINATING COURT: Supreme Court at Brisbane
DELIVEREDON: 10 May 2023
DELIVEREDAT: Brisbane
HEARING DATES: 15 & 16 February 2023
JUDGE: Williams J
ORDER:

1.   THE COURT ORDERS THAT:

(a)     The Court pronounces for the full force and validity of the Will of the deceased dated 15 November 2021.

(b)     Subject to the formal requirements of the Registrar, Letters of Administration of the deceased’s estate with the Will dated 15 November 2021 be granted to the respondent.

2.   FURTHER, THE COURT DIRECTS THAT:

(a)     the parties file written submissions of no more than 3 pages in respect of costs within 7 days of today.

CATCHWORDS:

SUCCESSION – MAKING OF A WILL – TESTAMENTARY CAPACITY – GENERALLY – where a

will dated 15 November 2023 (the Will) appointed the respondent executor and named her as the sole beneficiary of the deceased estate – where the Will was dated one day prior to the deceased’s death – where the deceased was suffering a terminal illness – where the deceased and the respondent were close friends for 36 years – where the applicant is the only daughter of the deceased – where the applicant challenges the

Will on grounds of the signature on the Will being a forgery and the deceased lacking testamentary capacity when the Will

was executed – where the respondent contends that the Will was executed by the deceased and the deceased had the necessary capacity at the time – whether the Will is invalid because the deceased lacked testamentary capacity

SUCCESSION – MAKING OF A WILL – TESTAMENTARY INSTRUMENTS – FRAUD – where a

will dated 15 November 2023 (the Will) appointed the respondent executor and named her as the sole beneficiary of the deceased estate – where the Will was dated one day prior to the deceased’s death – where the deceased was suffering a terminal illness – where the deceased and the respondent were close friends for 36 years – where the applicant is the only daughter of the deceased – where the applicant challenges the Will on grounds of the signature on the Will being a forgery and the deceased lacking testamentary capacity when the Will was executed – where the respondent contends that the Will was executed by the deceased and the deceased had the necessary capacity at the time – where the Court accepted the evidence of two witnesses that the deceased signed the Will in their presence – where the applicant presented no direct evidence disputing the authenticity of the deceased’s signature on the Will – whether the respondent has discharged the onus of satisfying the Court that the deceased signed the Will

Succession Act 1981 (Qld), s 18

Uniform Civil Procedure Rules 1999 (Qld), r 603

Williams, Mortimer & Sunnucks: Executors, Administrators and Probate, 20 ed

Law of Succession, 2…

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Sullivan v Greig [2023] QSC 97
Case
[2023] QSC 97
Decision Date

CaseChat Overview and Summary

In the Supreme Court of Victoria, the matter of Sullivan v Greig involved a challenge to the validity of a will by the deceased's daughter. The deceased, who was suffering from a terminal illness, executed a will on 15 November 2023, the day before his death, naming the respondent as the executor and the sole beneficiary of his estate. The applicant, who is the deceased's only daughter, contested the will, arguing that the deceased lacked the testamentary capacity at the time the will was executed. The respondent, who had been a close friend of the deceased for 36 years, supported the validity of the will.

The legal issues before the court were whether the deceased possessed the requisite testamentary capacity when he executed the will and whether the will complied with the formal requirements of the Succession Act 2006 (Vic). The court had to consider the evidence regarding the deceased's state of mind and health at the time the will was executed, including expert medical opinions. Additionally, the court examined whether the will was properly witnessed and signed by the deceased.

The court found that the deceased had testamentary capacity when he executed the will. The evidence, including medical reports and witness testimonies, demonstrated that the deceased understood the nature and effect of making a will, appreciated the extent of his estate, and was able to comprehend and retain the information necessary to make decisions about the distribution of his estate. The court was satisfied that the will met all formal requirements, including proper witnessing and signing. As a result, the court upheld the validity of the will and ordered that Letters of Administration be granted to the respondent.

The court further directed that written submissions regarding costs be filed within 7 days of the judgment. The final orders included the pronouncement of the full force and validity of the will dated 15 November 2023, and the granting of Letters of Administration to the respondent, subject to formal requirements.

Orders

Orders of the court

1. THE COURT ORDERS THAT:

(a) The Court pronounces for the full force and validity of the Will of the deceased dated 15 November 2021.

(b) Subject to the formal requirements of the Registrar, Letters of Administration of the deceased’s estate with the Will dated 15 November 2021 be granted to the respondent.

2. FURTHER, THE COURT DIRECTS THAT:

(a) the parties file written submissions of no more than 3 pages in respect of costs within 7 days of today.

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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