TE PAA -v- EVANS [2026] WASC 214
[2026] WASC 214
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JURISDICTION : SUPREME COURT OF WESTERN AUSTRALIA
IN CIVIL
CITATION : TE PAA -v- EVANS [2026] WASC 214
CORAM : WHITBY J
HEARD : 19 MAY 2026
DELIVERED : 2 JUNE 2026
FILE NO/S : CIV 2181 of 2024
BETWEEN : MEREANA TE PAA
Plaintiff
AND
GRAEME ROBERT EVANS
First Defendant
BENJAMIN DYLAN EVANS
Second Defendant
JUSTIN LUKE EVANS
Third Defendant
DWAYNE BRADLEY EVANS
Fourth Defendant
JAKE TAHI TE PAA
Fifth Defendant
GRAEME ROBERT EVANS
Plaintiff by counterclaim
MEREANA TE PAA
Defendant by counterclaim
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Catchwords:
Wills - Probate - Proof in solemn form - Informal will - Whether court should
pronounce informal will in solemn form - Section 32 of the Wills Act 1970
(WA) - Lost will - Whether the deceased intended the document to have present
operation as his will - Copy of informal will to be admitted to probate - Grant
limited until original will is proved
Legislation:
Administration Act 1903 (WA)
Wills Act 1970 (WA)
Result:
Grant of probate in solemn form of copy of informal will made in February 2023
limited until the original or a more authentic copy of that informal will is proved
Category: B
Representation:
Counsel:
Plaintiff : C Breheny
First Defendant : P MacMillan
Second Defendant : No appearance
Third Defendant : No appearance
Fourth Defendant : No appearance
Fifth Defendant : No appearance
Plaintiff by counterclaim : P MacMillan
Defendant by counterclaim : C Breheny
Solicitors:
Plaintiff : Benz Legal
First Defendant : Friedman Lurie Singh & D'Angelo (South
Lake)
Second Defendant : Chris Garvey Lawyer
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Third Defendant : Chris Garvey Lawyer
Fourth Defendant : Chris Garvey Lawyer
Fifth Defendant : Chris Garvey Lawyer
Plaintiff by counterclaim : Friedman Lurie Singh & D'Angelo (South
Lake)
Defendant by counterclaim : Benz Legal
Case(s) referred to in decision(s):
Briginshaw v Briginshaw (1938) 60 CLR 336
Cahill v Rhodes [2002] NSWSC 561
Dalton v Dalton [2008] WASC 56
Hatsatouris v Hatsatouris [2001] NSWCA 408
James David Deeks as Executor appointed in the Will v Alexander Howard
Greenwood by his guardian ad litem Andrew Greenwood
[2011] WASC 359
Larussa v Carr [2018] WASCA 127
Lindsay v McGrath [2016] 2 Qd R 160
McCauley v McCauley [1910] HCA 16; (1910) 10 CLR 434
Mitchell v Mitchell [2010] WASC 174
Oreski v Ikac [2008] WASCA 220
Powell v Dinwoodie [2012] WASC 139
Re Estate of Frederick Raymond Reeve Perryman [2003] WASC 191
Re Estate of Young, Ex Parte Young [2015] WASC 409
Re Yu [2013] QSC 322
Sugden v Lord St Leonards (1876) LR 1 PD 154
Thomson v Thomson [2012] WASC 429
Williams v Williams (1882) 20 ChD 659
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WHITBY J:
1 Daniel Wiremu Evans was born on 17 November 1989. Daniel
had four brothers: Benjamin Dylan Evans, Justin Luke Evans, Dwayne
Bradley Evans and Jake Tahi Te Paa. Daniel's mother is Mereana
Te Paa, his step-father is Robert 'Bob' Ian Morrison, and his father is
Graeme Robert Evans. Given there are shared last names, I will refer to
each of these individuals by their first names, with no disrespect
intended.
2 When Daniel was four years old, he was in a motor vehicle
accident and sustained serious injuries. As a result, Daniel suffered
from long-term ill health. In 2013, Daniel received compensation for
his injuries of just over $3 million. These funds were held on trust for
Daniel by Perpetual Trustee Company Limited (Perpetual). In 2014,
Perpetual purchased two properties in Collie on Daniel's behalf. Daniel
lived in one of those properties.
3 From around October 2022, after he was diagnosed with kidney
failure, Daniel received kidney dialysis three times a week at Busselton
Hospital. On 13 February 2023, Daniel tragically died. Daniel's death
was sudden and unrelated to his known health issues.
4 Daniel died without having signed a will. This action concerns
who is entitled to Daniel's estate. Mereana seeks a grant of probate in
solemn form of an unsigned, informal will. Graeme opposes that grant
and says Daniel died intestate.
5 The circumstances surrounding the unsigned, informal will are
these. On 18 January 2023, Daniel had a meeting with a solicitor,
Mr Paul Lander, and gave instructions to Mr Lander to prepare a will
for him. Daniel's instructions were that his mother Mereana be
appointed executor of his will, and the residue of his estate be divided
equally between his four brothers. On 3 February 2023, Mr Lander
emailed Daniel a draft of Daniel's will, in pdf format. Mereana says that
Daniel opened the email on his iPhone, read the will, approved of its
contents, told others he was happy with his will and that Daniel
intended that document to constitute his will (the Will). However,
Daniel died unexpectedly without having signed the Will.
6 Following Daniel's death, Mereana and Daniel's brothers were
unsuccessful in their attempts to access Daniel's iPhone, laptop, and
email account in order to retrieve the Will. Mereana has not produced
the Will to the court because the Will is unable to be retrieved from
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Daniel's iPhone. It is for this reason Mereana seeks a grant of probate
in solemn form of a copy (the draft will prepared by Mr Lander,
emailed to Daniel on 3 February 2023) of the Will, as she says the
original of the Will is lost. Mereana seeks that order pursuant to s 32 of
the Wills Act 1970 (WA) (Wills Act).
7 On 4 August 2025, the second to fifth defendants (Daniel's four
brothers) filed a notice of intention to abide, stating they did not intend
to take part in the proceedings and would accept any order made by the
court other than as to costs.
8 If a grant of probate in solemn form of the informal will of Daniel
is made, then each of Daniel's four brothers will receive a 25% share of
Daniel's estate. However, if Daniel died intestate, then pursuant to s 14
of the Administration Act 1903 (WA), the estate would be distributed as
follows:
(a) $56,500 be shared equally between Graeme and Mereana;
(b) Graeme and Mereana share equally in 50% of the residue; and
(c) Benjamin, Justin, Dwayne and Jake share equally in 50% of the
residue.
9 For the reasons that follow, I find that the copy of the Will should
be admitted to probate in solemn form.
Issues for determination
10 Counsel for Graeme submitted that it was only if I was satisfied
that there was an informal will pursuant to s 32 of the Wills Act, that I
need to consider whether the Will was lost for the purposes of
determining the document over which probate ought to be granted.
11 I do not agree with that submission. Mereana is seeking probate
of a lost informal will. The two issues are not, in my view, to be
determined independently.
12 In Cahill v Rhodes,1 a case in which probate in solemn form of a
lost will was sought, Campbell J summarised the law in relation to
probate of lost wills, having regard to the NSW equivalent to s 32 of the
Wills Act, as follows:2
1 Cahill v Rhodes [2002] NSWSC 561.
2 Cahill v Rhodes [55].
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First, it must be established that there actually was a Will, or a
document purporting to embody the testamentary intentions of a
deceased person; second, it must be shown that that document revoked
all previous Wills, third, the presumption that when a Will is not
produced it has been destroyed must be overcome, fourth, there must be
evidence of its terms, and fifth, there must be either evidence of due
execution or that the deceased person intended the document to
constitute his or her Will.
(emphasis added)
13 Those parts of the summary that I have emphasised set out the
alternate requirements that must be proved (in addition to the other
three requirements) if the document sought to be proved as a will has
not been executed in accordance with the Wills Act. That is what
Mereana seeks to do in this case - prove a lost will that was not
executed by Daniel in accordance with the Wills Act. The five
requirements articulated in Cahill v Rhodes were adopted in this court
by Heenan J in Powell v Dinwoodie.3
14 In this case, to succeed in obtaining a grant of probate in solemn
form of Daniel's lost informal will, Mereana bears the onus of
satisfying the court of the following five matters:
(1) there is a 'document' that purports to embody Daniel's
testamentary intentions;
(2) the document revoked all previous wills;
(3) the presumption that the document has been destroyed has been
overcome;
(4) there must be evidence of the terms of the document; and
(5) Daniel intended the document to constitute his will.
15 As to the standard of proof, Mereana must prove those five matters
on the balance of probabilities. I am however mindful of the principle
that the more serious the finding, the more probative the evidence
must be.4 Given that the legislation provides for the formal execution
of a will, there must be clear and convincing evidence to allow me to
dispense with those requirements.5
3 Powell v Dinwoodie [2012] WASC 139 [37] - [39].
4 Briginshaw v Briginshaw (1938) 60 CLR 336 (at 361).
5 Cahill v Rhodes [56].
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16 Before determining whether each of those five requirements have
been met, I will set out the relevant legal principles that apply to
informal wills. These principles provide the framework within which
the evidence must be considered.
Legal principles - informal wills
17 The court may dispense with the formalities specified in s 8 of the
Wills Act and an informal will may be admitted to probate pursuant
to s 32 of the Wills Act which provides:
32. Court may dispense with formal requirements
(1) In this section and section 33 —
document means any record of information
including —
(a) anything on which there is writing;
(b) anything on which there are marks, figures,
symbols or perforations having a meaning for
persons qualified to interpret them; or
(c) anything from which sounds, images or
writings can be reproduced with or without the
aid of anything else; or
(d) a map, plan, drawing or photograph,
and includes any part of a document within the
meaning given by this subsection.
(2) A document purporting to embody the testamentary
intentions of a deceased person, even though it has not
been executed in the manner required by this Act,
constitutes —
(a) a will of the person; or
(b) an alteration to a will of the person; or
(c) the revocation of a will of the person; or
(d) the revival of a will or part of a will of the
person,
if the Supreme Court is satisfied that the person
intended the document to constitute the person's will,
an alteration to the person's will, the revocation of the
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person's will or the revival of a will or part of a will of
the person, as the case may be.
(3) In forming its view, the Supreme Court may have
regard (in addition to the document) to any evidence
relating to the manner of execution or testamentary
intentions of the person, including evidence (whether
admissible before the commencement of this section or
otherwise) of statements made by the person.
18 In Re Estate of Frederick Raymond Reeve Perryman, Barker J
said: 6
The fact that a document purporting to be a will is not signed and so
does not conform with the requirements of s 8 of the Wills Act is
merely one circumstance which enlivens the power of the Court to find
that a particular document in fact constitutes a person's will.
19 In Hatsatouris v Hatsatouris, the New South Wales Court of
Appeal held that the following questions must be answered in the
affirmative for the court to dispense with the formal requirements of
execution of a will under an equivalent provision to s 32 of the
Wills Act: 7
(a) is there a document?
(b) does the document purport to embody the testamentary
intentions of the deceased?
(c) does the evidence satisfy the Court that, either, at the time the
document was brought into being, or, at some later time, the
deceased, by some words or act, demonstrated that it was her, or
his, then intention that the subject document should, without
more on her or his part, operate as her, or his, Will?
(emphasis in original)
20 The requirements were cited with approval and applied in
Perryman,8 by the Court of Appeal in Oreski v Ikac,9 and in several
other cases in this court.
21 In Dalton v Dalton,10 Beech J observed that the third condition,
that the deceased 'by some words or act' demonstrated that the
6 Re Estate of Frederick Raymond Reeve Perryman [2003] WASC 191 (Perryman) [18].
7Hatsatouris v Hatsatouris [2001] NSWCA 408 [56].
8 Perryman [27].
9 Oreski v Ikac [2008] WASCA 220 [52] - [53].
10 Dalton v Dalton [2008] WASC 56 [47].
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document was his will, was particularly relevant in cases where the
purported will was an unsigned document not written by the deceased.
This was the case in Hatsatouris v Hatsatouris, Perryman, and
Oreski v Ikac and, for the reasons I will outline, is the case here.
22 In assessing this third requirement, in Lindsay v McGrath the
Queensland Court of Appeal said that:11
Great care is to be taken in the evaluation of the relevant evidence. To
satisfy the onus, the evidence must show more than that the particular
document sets out the deceased's testamentary intentions or that it is
consistent with other statements the deceased made about what he or
she wanted to happen to the property upon death. The evidence must
establish on the balance of probabilities that the deceased wanted the
particular document to be his or her final Will, and did not want to
make any changes to that document.
…
Documents which contain only preliminary, tentative or incomplete
expression of a deceased's testamentary intentions, or which on the
evidence are demonstrated to have been prepared for consideration,
further thought, deliberation or possible revision, will not suffice for the
purposes of [the informal will provision] as the evidence will not
establish the document in question embodied the settled testamentary
intentions of the deceased.
The evidence at trial
23 Mereana adduced the following evidence at trial:
(1) affidavit of scripts of Paul Anthony Lander sworn 16 April
2025;
(2) affidavit of Paul Anthony Lander sworn 16 September 2025;
(3) affidavit of Paul Anthony Lander sworn 24 November 2025;
(4) affidavit of Jake Tahi Te Paa sworn 24 October 2025;
(5) affidavit of Mereana Te Paa sworn 11 September 2025;
(6) affidavit of Robert Ian Morrison sworn 11 September 2025;
(7) affidavit of digital forensics expert Darren Andrew Michael
sworn 21 January 2026, which includes the Independent Expert
11 Lindsay v McGrath [2016] 2 Qd R 160 [60] and [62] (Boddice J, Gotterson JA agreeing).
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Report of Mr Michael, dated 19 January 2026 (Michael
Affidavit); and
(8) affidavit of Justin Luke Evans sworn 8 May 2026.
24 Graeme did not seek to cross-examine any of the witnesses on
their affidavit evidence.
Factual findings based on the evidence adduced at trial
25 Based on the evidence adduced at trial on 19 May 2026, I make
the following factual findings.
26 Daniel met with Mr Lander at Mr Lander's office on 18 January
2023. Mereana and Bob also attended that meeting.
27 During this meeting, Daniel told Mr Lander that:
(1) he wanted to make sure that his property and money went to his
brothers when he died;
(2) he wanted everything to be left to his brothers; and
(3) he wanted Mereana to be his executor.
28 Mr Lander drafted Daniel's will between 18 January 2023 and
1 February 2023.
29 On 3 February 2023, Mr Lander sent Daniel an email attaching a
letter dated 2 February 2023 and a copy of Daniel's draft will (the Will).
The Will appointed Mereana as executor and divided Daniel's estate
between his four brothers equally.
30 At some time between 3 February 2023 and 13 February 2023,
Daniel said to Mereana words to the effect of 'Mum, I'm happy with my
will. Can you make me an appointment with Paul [Lander] so I can
sign it?'
31 At some time between 3 February 2023 and 13 February 2023,
Jake visited Daniel and during that visit:
(1) Daniel told Jake that Mr Lander had done a 'really thorough job'
with his will;
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(2) Daniel started to tell Jake what he had told Mr Lander to put in
his will and then said to Jake 'hold on a second bro, I'll open the
email he sent and read it to you';
(3) Daniel took out his iPhone and appeared to be reading from it
and said words to the effect that if he died and Jake and his
brothers outlived him, that he had left everything split evenly
between his brothers;
(4) Daniel said to Jake 'I'm not leaving anything to Mum and Bob
'coz they have enough';
(5) Daniel said to Jake 'I've got an appointment next week to go and
sign it' - 'it' being a reference to the draft will Daniel had
received by email from Mr Lander and viewed and read on his
iPhone.
32 On 11 February 2023, Bob had the following conversation in his
car with Daniel:
(1) Bob said 'Did you get your will? Is it what you wanted?';
(2) Daniel said 'It's pretty straightforward. I'm leaving everything to
the boys';
(3) Bob said 'When shall we go and get it signed? Want to go next
week sometime?'; and
(4) Daniel said 'ok'.
33 After Daniel died, Mereana and Daniel's brothers made numerous
unsuccessful attempts to access his iPhone by guessing his PIN.
34 While Justin was cleaning out Daniel's house, he found Daniel's
laptop and attempted to login to see if there were any photographs or
videos stored on the laptop. He was not able to login to the laptop.
35 Mereana gave Justin the laptop for his son to use, however Justin's
son was not able to use it because he could not login.
36 A few months later, Justin tried again to access photographs,
videos or sound recordings on Daniel's laptop by removing the storage
device from Daniel's laptop and putting it into his own computer.
Justin was not able to access the storage device from Daniel's computer.
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Justin then purchased an external hard drive case and connected
Daniel's laptop to it. However, this did not work either.
37 Justin did not put Daniel's storage device back into Daniel's laptop,
he left it in the external hard drive, and Justin has not been able to find
the external hard drive or Daniel's storage device.
38 Mereana engaged Mr Michael, a digital forensic expert, to
interrogate and analyse Daniel's iPhone, laptop and Hotmail account in
an attempt to ascertain whether Daniel received, opened and/or viewed
the Will and whether the Will was located on Daniels' iPhone or laptop.
39 Mr Michael was:
(1) unable to gain access to Daniel's iPhone as it was locked due to
an excessive number of attempts to guess the iPhone's PIN;
(2) unable to gain access to Daniel's laptop as the internal storage
device was missing;
(3) without access to Daniel's iPhone or the internal storage of his
laptop, unable to apply any forensic techniques which may have
provided the credentials for Daniel's Hotmail account;
(4) unable to confirm whether Daniel had received, opened or
viewed Mr Lander's 3 February 2023 email or whether the Will
was stored on Daniel's iPhone and/or laptop;
(5) able to confirm that an email was sent from Mr Lander to
Daniel's Hotmail account on 3 February 2023 at 11.21 am and
that the email contained four attachments, one of which was
entitled '02 Will.pdf';
(6) able to confirm that a copy of Mr Lander's 3 February 2023
email was forensically extracted from Mr Lander's computer
and the draft will that was attached to Mr Lander's 3 February
2023 email is the document attached at Annexure 'DAM-2' to
the Michael Affidavit; and
(7) able to confirm that, upon Daniel opening the pdf of the draft
will attached to Mr Lander's 3 February 2023 email from his
iPhone, the document would have either been saved to the
iPhone in a specific location or the iPhone would have created a
copy of the draft will in a temporary storage location to allow
the document to be displayed and read.
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Disposition on the evidence
Is there a 'document' that purports to embody Daniel's testamentary
intentions?
40 There are two parts to this question - the first is whether there is a
'document' and the second is whether that 'document' embodies Daniel's
testamentary intentions.
41 Mereana submits that Daniel viewed and read, on his iPhone, the
document marked 'draft' that was emailed to him by Mr Landers on
3 February 2023. Mereana says that it is the digital copy of the draft
will stored on Daniel's iPhone that is the document that constitutes
the Will.
42 Graeme says the evidence relied upon by Mereana does not prove
the Will exists. Therefore, there is no 'document' which can be admitted
to probate. Mereana submits that the Will is lost because it cannot be
accessed or retrieved from Daniel's iPhone or laptop.
43 A digital will stored on an iPhone is clearly 'anything from which
sounds, images or writings can be reproduced with or without the aid of
anything else' and is therefore capable of being a document for the
purposes of s 32(1) of the Wills Act.12 I understand this not to be in
issue between the parties.
44 What is in issue is whether Mereana has established to the
requisite standard that Daniel received that document, read that
document and retained that document on his iPhone.
45 Counsel for Graeme submits the evidence is uncorroborated and is
insufficient to discharge Mereana's onus to prove, on the balance of
probabilities, that Daniel opened, read and approved of the contents of
the Will emailed to him by Mr Landers on 3 February 2023. Counsel
submits that the court cannot be satisfied that the Will exists.
46 The effect of s 32(3) of the Wills Act is that evidence of
statements made by Daniel as to the existence of and content of his
testamentary intentions is admissible. Evidence of other persons'
statements and other material circumstantial evidence relevant to
Daniel's testamentary intentions is also admissible.13 A lost will, which
12 See also Re Yu [2013] QSC 322.
13 Mitchell v Mitchell [2010] WASC 174 [21] (Mitchell) (Heenan J).
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is not presumed to be revoked, can be proved by parole evidence
alone.14
47 The evidence adduced by Mereana was not challenged. I am
satisfied the evidence sought to be relied upon by Mereana is
admissible and material.
48 I accept the evidence of Mr Lander as to Daniel's testamentary
intentions communicated to him. Mr Lander is an independent witness
and an officer of the court. I also accept the evidence of Mr Michael.
He is an independent qualified expert in the area of digital forensics.
49 As to the evidence of Mereana, Bob and Jake, their unchallenged
evidence is consistent. Daniel told each of them he was happy with his
will, that he had left everything to his four brothers, and he wanted to
sign the will. I accept the evidence of Mereana, Bob and Jake.
50 As to Justin's evidence of his attempts to gain access to Daniel's
iPhone and laptop, his evidence is plausible and fulsome. I accept
Justin's evidence.
51 I am satisfied that the only reasonable inference is Daniel read and
approved of the contents of the Will. That is because:
(1) Daniel received Mr Lander's 3 February 2023 email, opened the
draft will attached by accessing his Hotmail account and read it.
Daniel must have done so in order to tell Mereana, Bob and
Jake that he was happy with the Will, he had left everything to
his brothers and wanted to sign 'it'. 'It' could only be a reference
to the draft will attached to Mr Lander's 3 February 2023 email
- Mr Lander had not sent any other draft will to Daniel. Further,
it is compelling evidence that Daniel said to Jake, 'hold on a sec
bro, I'll open the email he sent and read it to you.' There is no
available inference other than Daniel was reading from the draft
will attached to Mr Lander's 3 February 2023 email;
(2) there is no evidence that Daniel made any changes to the Will.
The draft will attached to Mr Lander's 3 February 2023 email
was in pdf format, making it difficult to edit. In any event,
Daniel told Mereana, Bob and Jake that he was happy with his
will and wanted to sign it; and
14 Sugden v Lord St Leonards (1876) LR 1 PD 154.
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(3) the draft will attached to Mr Lander's 3 February 2023 email
gave effect to the testamentary wishes Daniel had conveyed to
Mr Lander during their meeting on 18 January 2023.
52 I am satisfied there is a document over which probate may be
granted, that being the Will, and the Will embodied Daniel's settled
testamentary intentions.
Did the Will revoke all previous wills?
53 Clause 1.1 of the copy of the Will states 'I revoke all previous
testamentary acts.' I am satisfied all previous wills of Daniel were
revoked by the Will.
Has the presumption that the Will has been destroyed been overcome?
54 If a will has been in the possession of a deceased and cannot be
located upon the deceased's death, it is presumed to have been
destroyed by the deceased with the intention of revoking the will.15
However, this is a presumption of fact, which, according to the court in
Larussa v Carr:16
… may be overcome by facts showing a higher degree of probability
that the will was accidentally lost or destroyed rather than having been
destroyed with the intention to revoke it or, more generally, could not
be produced for some reason other than it was destroyed by the
deceased with the intention to revoke it.
The strength of the presumption of revocation varies according to the
facts. In other words, the circumstances of the case, including the facts
concerning the character of the deceased's custody of the will, will
influence what facts and evidence are necessary to rebut the
presumption.
(emphasis added)
55 I am satisfied, on the evidence before the court, that this
presumption is overcome. The evidence of Mereana, Bob and Jack
establishes that Daniel intended to execute a copy of the Will at a time
proximate to his death, but did not do so prior to his death. Daniel died
unexpectedly from causes not attributable to his kidney failure before
he executed a engrossed copy of the Will. This evidence is inconsistent
with Daniel destroying the Will.
15 McCauley v McCauley [1910] HCA 16; (1910) 10 CLR 434.
16 Larussa v Carr [2018] WASCA 127 [115] - [116] (Murphy and Beech JJA, Allanson J), citing McCauley
v McCauley.
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56 Further, the evidence of Mr Michael and Justin provides a detailed
explanation as to the attempts to produce the Will and cogent reasons
why they have been unable to do so. Counsel for Graeme contended
that if the Will did exist, it is not 'lost' because it is on Daniel's iPhone.
However, I am of the view that the Will is currently lost to Mereana
and to the court because it cannot be retrieved from Daniel's iPhone.
It cannot be produced for some reason other than it was destroyed by
the deceased with the intention to revoke it. The reason that the Will
cannot be produced to the court is because it exists in electronic form
on Daniel's iPhone and cannot be recovered due to the security
constraints of Daniel's iPhone.
57 I find that the presumption that the Will has been destroyed has
been overcome.
Is there evidence as to the terms of the Will?
58 Mr Michael's evidence establishes that the draft will that
Mr Lander emailed to Daniel on 3 February 2023, the will that I am
satisfied Daniel read on his iPhone after accessing it from his Hotmail
account, is identical to the will annexed at 'DAM2' of the Michael
Affidavit. I am satisfied that Daniel did not edit the Will.
59 I find that Annexure 'DAM2' to the Michael Affidavit is in
identical terms to the Will and therefore evidences the terms of
the Will.
60 In my view, a draft will prepared by a solicitor can be admitted to
probate where the deceased approved the draft as constituting his or her
will without more, but died prior to executing the engrossed copy.
Did Daniel intend the Will to constitute his will?
61 In my view, this is the most difficult hurdle that Mereana must
overcome in order to obtain a grant of probate in solemn form of a copy
of the Will.
62 It is not sufficient for Mereana to simply prove that the Will
embodies Daniel's testamentary intentions (which I am satisfied it
does). Mereana must also prove that Daniel intended the Will to be the
legally operative document which disposes of his property upon his
death. That is, Daniel must have intended the Will to have present
operation as his will.17 The court does not grant probate over
17 Oreski [54] (Newnes AJA).
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documents that are only incomplete, tentative or preliminary
expressions of a person's testamentary intentions or where the
document requires further consideration, drafting or revision.18
63 Daniel told Mereana, Bob and Jake, each on separate occasions
between 3 February 2023 and 13 February 2023, that he wanted to sign
his will or sign 'it'. I am satisfied that by his 'will' and 'it', Daniel was
referring to signing a printout of the Will.
64 Although it may be said that Daniel did not intend the Will to have
present operation as his will because he knew he had to do more, that is
sign his will, that is not fatal to Mereana's application. I am satisfied,
on the evidence, that the Will was not incomplete, tentative or
preliminary, but rather the Will was the expression of his settled
testamentary intentions, and Daniel did not intend to make any changes
to the Will, and intended the Will to have present operation as his will,
notwithstanding the fact he intended to execute an engrossed copy of
the Will.
65 Similar circumstances to Daniel's have been considered in several
cases in this court.
66 In Mitchell, the deceased had been admitted to hospital. During
the time he was in hospital he gave instructions to his solicitor to
prepare a will. The solicitor prepared a will in accordance with his
instructions. The deceased had part of the draft will read to him by his
former wife and he read the draft will himself. On the morning of
6 November 2008, the deceased told his former wife that he wanted to
execute the will later that morning as it had been drafted. The deceased
died shortly thereafter on 6 November 2008 without having executed
the will. Heenan J was satisfied that the unexecuted draft will embodied
the settled testamentary intentions of the deceased and that a grant of
probate in solemn form of that informal will should be made.19
67 In Deeks, the deceased died on 28 May 2008 while in hospital.
On 14 or 15 May 2008, the deceased and Mr Deeks located an
unexecuted copy of a will drafted in 2007 for the deceased by a
solicitor. The deceased read the document and confirmed to Mr Deeks
that it set out what he wished to happen with his estate and that he had
given instructions to the solicitor to draft this will. The document was
18 James David Deeks as Executor appointed in the Will v Alexander Howard Greenwood by his guardian
ad litem Andrew Greenwood [2011] WASC 359 [69] (Heenan J) (Deeks).
19 Mitchell [44].
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unsigned and in draft form. The deceased confirmed to Mr Deeks that
he would be happy to execute his will in the form of the draft, without
any changes, if Mr Deeks arranged for the solicitor to come to his
home. Mr Deeks made an appointment with the solicitor to come to the
deceased's home on 20 May 2008 with the will to have it executed.
The solicitor prepared the will and intended to visit the deceased at his
home on the evening of 20 May 2008. On 20 May 2008, the deceased
fractured his arm and was admitted to hospital. The solicitor made
arrangements to visit the deceased in hospital on 26 May 2008 at
6.00 pm. During that day, the deceased's condition worsened.
The solicitor attended the hospital that evening with the freshly
engrossed will in the same terms (the only differences to the draft will
being the date and a correction to one of the clauses which made no
material difference to the effect of the will) for execution, but was
advised by the deceased's doctor that due to the deceased being on
morphine he was not fit to sign the document. The solicitor left without
having the deceased execute the will, intending to return later.
The deceased died on 28 May 2008 without signing the will. Mr Deeks
sought to propound the draft will read and approved by the deceased
before he died as an informal will. Heenan J was satisfied that there
should a be grant of probate in solemn form of the informal will of the
deceased, being the unexecuted draft will the deceased had read and
approved. His Honour was satisfied that the document was finally
adopted as embodying the deceased's testamentary intentions, at latest
by 16 May 2008, when the deceased instructed his solicitor to engross a
new will in those terms and bring it to him for execution, an event
which never occurred because of the deceased's death.20
68 In Thomson v Thomson,21 the deceased gave instructions to his
solicitor in relation to his will on 19 June 2011. On 28 July 2011, the
deceased received a letter from his solicitor attaching a draft copy of his
will. On 30 July 2011, the deceased read his draft will with his wife
present. He agreed with its contents, except that he wanted to be buried
rather than cremated. That was the only change he wanted to make to
his will. On 29 August 2011, the solicitor emailed the deceased
notifying him he could now make an appointment to sign the will.
The deceased and his wife were expecting the birth of their first baby
and so replied that they would wait until they were home to make an
appointment. The deceased died on 4 September 2011, two days after
his child was born, without having signed his will. McKechnie J, being
20 Deeks [89].
21 Thomson v Thomson [2012] WASC 429 (Thomson) (McKechnie J).
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satisfied that the deceased, had he lived, would have executed a will in
all material respects identical to the draft will prepared by his solicitor
and that it embodied his testamentary intentions, granted probate in
solemn form of the informal will.22 His Honour did not consider that
the alteration to the will that the deceased wanted to make (burial rather
than cremation) materially affected the substance of the will as it was
an advisory direction only.23
69 In Re Young,24 the deceased instructed his lawyer to prepare a
will. On 13 May 2014, the lawyer sent the deceased a copy of a draft
will and emailed a copy of the will to the deceased's accountant.
Sometime between 13 and 19 May 2014, the deceased called his
accountant and said to him words to the effect 'I have read the
documents (sic) and I am happy with it as long as you are'.
The accountant said in response words to the effect that he had read the
will and there were no problems with it. The accountant arranged to
meet the deceased on 20 May 2014. The deceased took ill on 20 May
2014 and so the meeting was postponed. On 21 May 2014, the deceased
told his neighbours that he was going to sign the will the next day when
he was attending a doctor's appointment in Perth. The deceased said to
his neighbours 'I will get it finished'. The deceased died on 22 May
2014 before he executed his will. Tottle J held that the executors
named in the informal will were entitled to a grant of probate of that
will in solemn form in circumstances where the deceased was
unequivocal about his intention to sign the will and the contents of the
informal will reflected the deceased's settled testamentary intentions.25
70 In each of these cases, the fact that a will was prepared by a
solicitor in terms that clearly contemplated the will would be executed
in accordance with the requirements of the Wills Act did not mean that
the document was not an informal will, provided that the document
embodied the settled and final testamentary intentions of the testator.
The execution of the will was not considered to be 'more' (by reference
to the judgment of Newnes AJA in Oreski v Ikac) required to be done
by the deceased for the document to operate as his will. In relation to
this point, Heenan J in Mitchell said:26
Some difficulty may be experienced with the phrase, utilised in Oreski
v Ikac … 'that the document [in question] should, without more on his
22 Thomson [12].
23 Thomson [12] referring to Williams v Williams (1882) 20 ChD 659.
24 Re Estate of Young, Ex Parte Young [2015] WASC 409 (Re Young) (Tottle J).
25 Re Young [49].
26 Mitchell [42] - [43].
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or her part, operate as his or her will', because in a case such as the
present the inference must surely be that, had he not collapsed in the
bathroom and died soon after, Mr Mitchell would have executed the
will so that his intention at the time may be regarded as including an
intention to have the document formally executed as a valid will as
required by s 8 of the Wills Act so that, upon such execution, it would
take effect at law. It is, therefore, possible to say in the strict sense that
the deceased's intention was that the draft will would operate as his will
once it was executed. However, I do not consider that this detracts from
the effectiveness of the document as an informal will because s 32 itself
does not use that phrase. Clearly, Newnes JA in that case was using that
language to emphasise the need for the document being propounded for
proof as an informal will to express the concluded testamentary
intentions and the decision of the deceased rather than being some
provisional, preliminary or tentative proposal which had not by then
received the deceased's full assent.
…
This case highlights the position that the breadth of the section and the
Parliamentary intention are that a document which embodies the testator's
settled testamentary intention is entitled to be admitted to proof
notwithstanding that it has not been executed.
71 Further, it is evident from these cases that the fact the deceased
intended to execute a hardcopy of the document which was not the
copy sent to the deceased by his solicitor did not mean the deceased did
not intend the document sent to him to be his will. The will that each
deceased in these cases intended to sign was in the same terms as the
draft will they had read and approved, and embodied their testamentary
intentions.
72 Finally, the fact that an informal will is not dated is not, of itself,
an obstacle to obtaining a grant of probate. In the absence of a contrary
intention expressed by the deceased, a will takes effect as if it had been
executed immediately before the death of the testator.27
73 I am satisfied that by 13 February 2023, Daniel intended that the
Will operate as his will. He may also have intended to execute an
engrossed copy, but this does not preclude a finding that he intended
the Will to operate as his will. He had sufficiently demonstrated that it
was his then intention that the subject document should, without more
on his part, operate as his will. Had he not died unexpectedly and
suddenly, and had he executed an engrossed copy of the Will, then that
document would have become his will in place of the Will.
27 Wills Act s 26(1)(a).
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74 My reasons for so finding are as follows:
(1) Daniel had settled upon his testamentary intentions on
18 January 2023 when he met with Mr Lander and gave him
clear instructions as to his testamentary wishes. Those
instructions were reflected in the draft will prepared by
Mr Lander and sent by email to Daniel on 3 February 2023.
(2) Between 3 February 2023 and 13 February 2023, Daniel told
Mereana, Bob and Jake he was happy with the Will, he had left
everything to his four brothers and he wanted to execute the
Will. Daniel was unequivocal that he approved of the Will and
about his settled intention to sign it.
(3) I am satisfied that the contents of the Will embody the
deceased's settled and final testamentary intentions and that he
intended that document to operate as his will. But for his
unexpected and sudden death, I am satisfied that Daniel would
have executed an engrossed copy of the Will.
(4) The fact that cl 6 of the Will requested Daniel's instructions as
to whether he wished to be buried or cremated does not
preclude a grant of probate in solemn form over the Will as this
was an advisory direction only and not a testamentary matter.
Other matters
75 The evidence relied upon by Mereana establishes that Daniel was
over the age of 18 years, left property within the jurisdiction and had
not married or divorced since he had expressed his testamentary
intentions.
76 I am also satisfied, based upon the evidence of Mr Lander that
Daniel had testamentary capacity at the time that he settled upon his
testamentary intentions reflected in the Will. There is no evidence to
suggest that Daniel did not continue to have testamentary capacity up
until the day that he died.
Final orders
77 Where an original will is lost and an application is made for an
order admitting a copy of that lost will, the grant made should be
limited until the original is proved.28 This conventional practice
28 Powell v Dinwoodie [40].
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envisages that there will be occasions where a will may be lost in the
sense that it is not able to be produced to the court, but may later be
found. That is the case here. I am satisfied that despite every possible
effort being made to locate the Will, it is not able to be retrieved from
Daniel's iPhone. I am satisfied that the Will is lost to the parties and to
the court.
78 I find that Daniel made his last will and testament, that being the
(lost, informal) Will, between 3 February 2023 and 13 February 2023,
and that the Will is unrevoked. There should be a grant in solemn form
of that will in the form of the copy annexed to the Michael Affidavit
attachment DAM-2. The grant should be limited until the original of the
will is proved. The actual terms of the grant should be settled by a
registrar of the court and there will be liberty to apply in relation to any
matter concerning the terms of the grant.
79 As to costs, my preliminary view is that the costs of all parties
should be paid by the estate. Notwithstanding that Graeme has been
unsuccessful in opposing the grant of probate in solemn form, these
proceedings arise from, and were necessary because of, Daniel's failure,
through no fault of his own, to execute his will. I will, however, give
the opportunity for the parties to be heard in relation to final orders and
costs in the event they cannot agree final orders.
I certify that the preceding paragraph(s) comprise the reasons for decision of
the Supreme Court of Western Australia.
SF
Associate to the Hon Justice Whitby
2 JUNE 2026
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