Allan v Dobbins & Ors [2024] QDC 169
DISTRICT COURT OF QUEENSLAND
CITATION: Allan v Dobbins & Ors [2024] QDC 169
PARTIES: NOEL CHARLES ALLAN
(applicant)
v
GAYLE MAREE DOBBINS, DAVID WILLIAM
ALLAN & COLLEEN PATRICIA HARVEY
(Executors of the Estate of the late David Allan)
(respondents)
FILE NO/S: D11/21
DIVISION:
ORIGINATING
COURT:
Civil
District Court at Mackay
DELIVERED ON: 4 October 2024
DELIVERED AT: Brisbane
HEARING DATES: 30 May 2023, 31 May 2023 and 17 October 2023 (final
written submissions 21 December 2023)
JUDGE: Allen KC DCJ
ORDER: 1. The application is dismissed.
2. Direct that:
a. the applicant file any evidence and/or
submissions on costs within 14 days;
b. the respondents file any evidence and/or
submissions on costs within 14 days of receipt
of the applicant’s evidence and/or
submissions;
c. the applicant file any submissions in reply
within 7 days of receipt of the respondents’
evidence and/or submissions.
CATCHWORDS: SUCCESSION – FAMILY PROVISION –
REQUIREMENT FOR ADEQUATE AND PROPER
MAINTENANCE – WHETHER APPLICANT LEFT
WITH INSUFFICIENT PROVISION – CLAIMS BY
CHILDREN – claim by adult son – where the applicant had
been in a family farm partnership with the testator – where
the applicant had settled litigation with the testator following
-- 1 of 16 --
2
upon dissolution of the partnership – where a lengthy period
of estrangement was followed by resumption of relationship
– where applicant then received payments from testator for
services – where testator’s will provided for nominal bequest
to the applicant – competing claims of sibling beneficiaries
– whether applicant left without adequate maintenance and
support
Evidence Act 1977 (Qld), s 59
Succession Act 1981 (Qld), s 41
Briginshaw v Briginshaw (1938) 60 CLR 336
Collings v Vakas [2006] NSWSC 393
Chan v Chan [2016] NSWCA 222
Chapman v Ingold; Estate of the Late Eleanor Merle Ingold
[2015] NSWSC 1604
Darveniza v Darveniza & Drakos as Executors of the
Estate of Bojan Darveniza and Ors [2014] QSC 37
Hughes v National Trustees, Executors and Agency
Company of Australia Limited (1979) 143 CLR 134
Jones v Dunkel (1959) 105 CLR 298
Pontifical Society for Propagation of Faith v Scales (1962)
107 CLR 9
Re Janson; Gash v Ruzicka [2020] VSC 449
Sgro v Thompson [2017] NSWCA 326
Singer v Berghouse (1994) 181 CLR 201
T v R & Anor [2019] QDC 220
Vigola v Bostin (2005) 221 CLR 191
COUNSEL: Mr SC Fisher for the applicant
Mr S McLennan for the respondents
SOLICITORS: Wills & Estates Law Qld for the applicant
SB Wright Wright and Condie Solicitors for the
respondents
Introduction
[1] The applicant seeks an order pursuant to Part 4 of the Succession Act 1981 (Qld) (‘the
Act’) that adequate provision be made for his proper maintenance and support from
the estate of his late father David Allan (‘the testator’).
[2] The testator died on 14 June 2020 aged 92 years. He was married to Audrey Florence
Allan (‘Mrs Allan’) who predeceased him in 1999. The testator and Mrs Allan had
eight children, one of whom died in infancy.
-- 2 of 16 --
3
[3] The applicant is the eldest child. The executors and primary beneficiaries of the
testator’s estate (‘the estate’) are three of his children, Gayle Maree Dobbins (‘Gayle’),
Colleen Patricia Harvey (‘Colleen’) and David William Allan (‘David’) (together ‘the
respondents’).
Relevant legislative provisions
[4] Section 41 of the Act relevantly provides:
41 Estate of deceased person liable for maintenance
(1) If any person (the deceased person) dies whether testate or intestate and in terms
of the will or as a result of the intestacy adequate provision is not made from the
estate for the proper maintenance and support of the deceased person’s spouse,
child or dependant, the court may, in its discretion, on application by or on
behalf of the said spouse, child or dependant, order that such provision as the
court thinks fit shall be made out of the estate of the deceased person for such
spouse, child or dependant.
Relevant legal principles
[5] The legal principles to be applied are not controversial. The Court is required to carry
out the two-stage process explained by the High Court in Singer v Berghouse1. The
first stage, or ‘jurisdictional question’, requires a determination of whether the
applicant has been left without adequate provision for his proper maintenance and
support, having regard, amongst other things, to the applicant’s financial position and
needs, the size and nature of the estate, the totality of the relationship between the
applicant and the testator, and the relationships between the testator and the
respondents. These general principles apply equally to the case of an adult son.2
1 (1994) 181 CLR 201 at [208]-[209]; see also the helpful statement of principles in Darveniza v
Darveniza & Drakos as Executors of the estate of Bojan Darveniza and Ors [2014] QSC 37
(‘Darveniza’) at [16].
2 See Hughes v National Trustees, Executors and Agency Company of Australia Limited (1979) 143 CLR
134 at 147-148; see also the helpful statement of principles in Chapman v Ingold; estate of the Late
Eleanor Merle Ingold [2015] NSWSC 1604 at [115].
-- 3 of 16 --
4
The estate
[6] The assets of the estate are almost entirely composed of real estate at Crystalbrook, a
rural locality west of Proserpine in the Whitsunday region. Sugar cane production and
grazing land are the dominant land uses in the locality. The real estate is situated at
2217 Crystalbrook Road and comprises Lot 54 (98.91 hectares) and Lot 55 (150.25
hectares) on SP220405, COT 50762878. The two adjoining freehold titles have a total
land area of 249.16 hectares. A run down dwelling house is situated on Lot 55. Lots
54 and 55 have been valued respectively at $445,0000 and $765,000, totalling
$1,225,050. Taking into account remaining assets and liabilities, the value of the estate
is $1,131,966.01 before any legal fees payable from the estate.
The Will
[7] The testator’s will is dated 28 March 2019 (‘the Will’). Under the Will, Lot 54 is
devised to David and Lot 55 is devised in equal shares to the respondents.
[8] There is a bequest of a tractor, dozer and hut on Lot 55 to David.
[9] There is a bequest of $50 each to the applicant and the testator’s other children, Rita,
Heather and Beverly.
[10] The Will leaves the residue of the estate to be divided equally between David and
Gayle.
[11] Clause 9 of the Will states:
I declare that I have not made a provision in my Will for my son NOEL CHARLES
ALLAN to inherit any part of my property where my principal place of residence is
located as adequate provision has been made for NOEL CHARLES ALLAN during
my lifetime. Any further provision would see the beneficiaries named in paragraph 7(a)
and (b) of my will to inherit my properties at 2217 Crystalbrook Road, Crystal Brook
Queensland unfairly disadvantaged.
Statements of the testator regarding the applicant in previous wills
[12] The testator made no provision for the applicant in wills executed in 2001 and 2015.
Both wills contained clauses in practically identical terms to the following effect:
-- 4 of 16 --
5
I declare that I have not made a provision in this my Will for my son Noel Charles
Allan because over a number of years, my late wife and I were in partnership with him
and were involved in protracted legal proceedings with him to the extent that I believe
he has received more than his fair share of my estate during my lifetime. Although my
late wife and I were in partnership with my son for many years, it is my opinion that he
did not contribute to the increase in value of my estate, but to the decrease in value.
The applicant’s financial position and needs
[13] The applicant is aged 68 and was aged 65 when the testator died. He has no dependants.
[14] In his affidavit sworn on 5 March 2021, the applicant deposed that:
(a) he was self-employed and operated an earthmoving business;
(b) “Ordinarily, the business profits somewhere in the vicinity of $80,000.00.
However, because of COVID-19, the business ran at a loss last year. As such, I
was forced to withdraw $10,000.00 from my superannuation to make ends meet,
and I am still repaying the business’ debts now that things have picked up.”
(c) his sale of property to David for $351,000.00 in 2018 was necessitated by his
need to meet obligations upon a property settlement with his ex-wife;
(d) he lives in a property owned by his stepson rent free in exchange for maintaining
and caring for the property;
(e) he had net assets of $150,000.00 to $160,000.00 including $70,000.00
superannuation;
(f) he had monthly expenses of $1,170.00;
(g) he had recently been diagnosed with atrial fibrillation and accordingly receiving
specialist treatment and medication with consequent expense;
(h) he has been diagnosed with sleep apnoea;
(i) he has possibly cancerous growths on his kidneys;
(j) he suffers from depression for which he is medicated.
[15] During evidence on 30 and 31 May 2023, the applicant testified:
(a) he has been receiving the aged pension since December 2022;
-- 5 of 16 --
6
(b) he is able to live rent-free in the home he sold to his stepson indefinitely;
(c) his aged pension covers his living expenses;
(d) he could not produce any income tax returns, had not filed returns for the two
prior financial years and did not recall the last time he filed one;
(e) he could not produce any invoices for work that he had done over the preceding
3 or 4 years;
(f) he had registered a new ABN on 14 December 2022;
(g) his business had not operated since 2022;
(h) he could not produce any family trust or company income tax returns;
(i) he had spent $25,000.00 from superannuation for medical expenses but could
not produce any documentation re same;
(j) he had not included 7 head of cattle, a truck and a water allocation worth
$14,000.00 in his list of assets;
(k) the whole of the net proceeds of the sale of property to David in 2018 went
towards discharging his mortgage liability;
(l) the whole net proceeds of the sale of his home to his stepson went to his ex-wife;
(m) he did not provide documentation apart from the 2019 final property order
providing for a 30/70 division of assets with his ex-wife to establish what he
actually received from the property settlement with his ex-wife.
[16] In a report dated 26 May 2023, Dr Steven Lum detailed the applicant’s treatment for
prostate cancer in November and December 2022 and stated:
It is common to experience tiredness, urinary urgency and dysuria in the months
following this treatment. This could be quite problematic for Mr. Allan with his work
as an excavator.
Mr Allan will require 6 monthly followup initially as part of a 10 year surveillance
program. The outcome of his disease with this treatment is a likely 90 – 94% cure rate.
[17] I accept that the applicant was still suffering some residual effects from his treatment
at the time of his evidence in late May 2023. I expect, based on the opinion of Dr Lun,
-- 6 of 16 --
7
that such effects would have since diminished such as to have no significant effect
upon the applicant’s occupational abilities.
[18] Although there are aspects of the applicant’s evidence as to his asset position which
are unsatisfactory, and he may have understated his assets to some extent, I do not
conclude that militates in any significant way against his claim. I cannot conclude that
the applicant has substantial assets over and above that disclosed by him, including in
the course of cross-examination. I conclude that the applicant has modest assets only,
valued in the vicinity of $150,000.00.
[19] The applicant’s evidence as to his past earnings and present and future earning capacity
is more problematic.
[20] As noted above, the applicant failed to adduce any documentary evidence to confirm
his income at the time of hearing or at any time before. The only documents the Court
has touching on that matter are the cheque butts evidencing payments by the testator
to the applicant for earthmoving and other services between 17 October 2008 and 1
February 2019. They do not assist in determining the applicant’s total business
earnings in the years preceding and following the testator’s death so as to allow an
assessment of the applicant’s earning capacity at the time of the testator’s death and
subsequently.
[21] The applicant’s testimony on the subject was most unsatisfactory. When questioned as
to his usual earnings in pre-COVID years, he vacillated during cross-examination and
in re-examination between annual revenue of $100,000.00 producing a gross taxable
income of $70,000.00 and annual revenue of $80,000.00 producing a gross taxable
income of $45,000.00 to $50,000.00, all of which testimony is to be contrasted with
his affidavit evidence of profits in the vicinity of $80,000.00.
[22] The respondents submit that these deficiencies in the applicant’s evidence are such as,
for this reason alone, to require dismissal of the application. The respondents submit
that the applicant did not “lead sufficient evidence of (his) financial situation”3, did
not present “in at least broad outline, the whole picture” of his financial situation and
did not “satisfactorily prove” the “crucial element of (his) financial situation (namely
3 Re Janson; Gash v Ruzicka [2020] VSC 449 (‘Re Janson’) at [44].
-- 7 of 16 --
8
income and expenditure)”4. To make an order without sufficient evidence of the
applicant’s need would be to “do no more than act on speculation”5.
[23] I am not persuaded that, for such reason alone, the application should be dismissed.
Given the applicant’s age, his limited assets, his diminishing capacity to undertake
physical labour, the size of the estate and the comparatively better financial
circumstances of the respondents, determination of the application turns not upon the
deficiencies in the applicant’s evidence as to his financial need but on consideration of
other factors.
The financial circumstances of the respondents
[24] I will not engage in any detailed consideration of the financial circumstances of the
respondents. Despite some exploratory cross-examination of the respondents, the
evidence as to their financial circumstances is largely uncontentious. I accept the
submission of the applicant that each of the respondents is in a significantly superior
financial position to that of the applicant, at least insofar as assets are concerned.
Relationship between the testator and the applicant
[25] As a child, the applicant, like his siblings, worked on the family farm. The applicant
left school at 14 to work full-time on the farm. He did not receive a wage but was
provided for. He entered into partnership with his parents in 1974 when he was aged
18.
[26] The applicant worked in partnership with his parents for 24 years until his parents
dissolved the partnership in 1998. During that period of time, the applicant did not
draw any significant wages but received the following from his parents:
(a) motor vehicles;
(b) holiday costs; and
(c) $185,000.00 from the sale of real estate by his parents in or about 1981,
$85,000.00 of which was applied to the working capital of the partnership.
4 Collings v Vakas [2006] NSWSC 393 at [66]-[67].
5 Re Janson (n 3) at [44].
-- 8 of 16 --
9
[27] The value of the receipt of $100,000.00 in or about 1981 can be illustrated by the real
estate acquisitions the applicant was able to make as a consequence:
(a) a house in February 1983 for $16,000.00, sold in 2020 for $299,000.00 to his
stepson;
(b) another house in March 1983 for $32,000.00, sold in 2009 for $265,000.00; and
(c) about 6 hectares of farmland in August 1983 for $8,500.00, sold in 2004 for
$135,000.00.
[28] In 1998, the partnership was dissolved by the applicant’s parents. The applicant
instituted Supreme Court litigation seeking an equal beneficial interest in the farm
owned by his parents. The litigation was settled in 2000 with the applicant receiving a
substantial part of the partnership’s plant and equipment and, in 2001, the testator
transferring one-third of the farmland valued at $380,000.00 to the applicant. That land
was sold to David for $351,000.00 in 2018.
[29] The nature of the relationship between the testator and the applicant upon the
dissolution of the partnership can be discerned from the contents of the affidavit of the
testator and Mrs Allan sworn on 17 December 1998 (the references to the “Defendant”
are to the applicant):
4. I, DAVID ALLAN say that on Monday 9 March, 1998 at about 9.30 a.m. I was on the
land assisting 2 employees of Whitsunday Surveyors to carry out surveying work. We
came across the Defendant standing near a post. A pump action shot gun was leaning
against the post. I had a conversation with the Defendant and during the conversation
the Defendant picked up the shot gun and said words to the effect “if you don’t get going
I’ll shoot the three of you”. The employees of Whitsunday Surveyors and I immediately
put the pegs and the equipment we were using into the utility in which we were driving
and we let the area. I was frightened at the time about the Defendant’s threat. I reported
the matter to my wife upon reaching our home and my wife and I now fear that if the
Defendant is antagonised he may shoot us.
I reported the incident of the shot gun to the Police in Proserpine on 10 March, 1998
and I gave a statement to Constable J Carruthers of the Proserpine Police at that time.
-- 9 of 16 --
10
5. Since the shot gun incident we have locked the doors of our house at night and that is
something that we have never done for the whole of our married lives and we do this as
we fear that the Defendant may carry out his threat.
6. The relationship between the Defendant and us has not been good for many years. On
numerous occasions I, DAVID ALLAN have suggested to the Defendant how certain
things should be done to manage the livestock however, when I have made any
suggestions the Defendant has disagreed and we have not been able to have a rational
discussion about how the livestock should be handled or about other matters concerning
the conduct of the partnership business including what cattle should be kept and what
cattle should be sold. On numerous occasions the Defendant has yelled at me and abused
me whenever I have attempted to discuss livestock matters with him.
7. The incident with the shot gun referred to in paragraph 4 hereof brought matters to a
head between the partners.
…
22. I DAVID ALLAN say that my health is not good. I suffer from high blood pressure and
the medication I take for that is Coversyl and Tenormin and I also need to take a drug
to help me to sleep at night. I AUDREY ALLAN say that my health is not good. I am
an epileptic and the medication I take for that condition is Dilantin and I suffer from
arthritis and take Naprosyn for the arthritis.
23. The unhappy situation between us and the Defendant is causing us a lot of emotional
stress and we need to have the matter resolved as quickly as possible in the interest of
our health.
[30] I reject the submission by the applicant that I should not find that the shotgun incident
occurred because of the rule in Jones v Dunkel6 and the failure of the respondents to
call evidence from the surveyors who witnessed the events. I note the applicant’s
partial admissions as to his presence with a shotgun on the relevant occasion. I consider
it implausible, as contended by the applicant in his testimony, that he first became
aware of such an allegation after the commencement of the family provision
proceedings. I reject his denials. I am satisfied to the Briginshaw7 standard that the
events were as deposed to by the testator.
6 (1959) 105 CLR 298.
7 Briginshaw v Briginshaw (1938) 60 CLR 336.
-- 10 of 16 --
11
[31] I am not satisfied that there is sufficient evidence to conclude to that standard that the
applicant was responsible for acts of harassment of the testator and Mrs Allan from
1998 to 2000 involving blockages of the testator’s gates.
[32] The testator blamed the applicant and the partnership dispute for Mrs Allan’s death.
The applicant was estranged from the testator from 1998 until 2007. Although living
within one kilometre of each other on adjoining farms, they did not speak for about 10
years.
[33] The applicant deposes that by 2008 he and the testator “were on relatively good terms”
and that he would drop in to see him most days and make sure he was OK. The
applicant was the person who found the testator in distress following a stroke on 7 June
2019.
[34] The Court has no evidence other than that of the applicant as to the nature of his
relationship with the testator between 2007 and the death of the testator in 2020. The
Court does not have the testator’s side of the story in that regard.8 That said, there is
some evidence that raises concerns as to one aspect of that relationship during such
period.
[35] The applicant did not depose to providing any farming services to the testator during
such period, either gratuitously or for reward. The topic only arose when the applicant
was cross-examined on the contents of cheque butts evidencing payments by the
testator to the applicant for farm work from 2008 to 2019. Those cheque butts show
payments by the testator to the applicant for services including clearing regrowth in
that period in an amount totalling more than $200,000.00. There are troubling aspects
of the applicant’s testimony on this topic:
(a) The applicant charged the testator his usual commercial rates.
(b) The volume of work ostensibly carried out given the nature of the testator’s
farming activities - the applicant gave evidence he acceded to the testator’s
requests to carry out such work whether or not it may have been economical.
8 See the comments of Dixon CJ in Pontifical Society for the Propagation of the Faith v Scales (1962)
107 CLR 9 at 20.
-- 11 of 16 --
12
(c) The evasive and unconvincing evidence of the applicant as to which of the
cheque butts contained his handwriting. I reject the applicant’s implicit
submission that I should not reach my own conclusions as to disputed
handwriting in the absence of expert evidence.9 I do not accept the evidence of
the applicant denying writing on, or expressing doubt as to whether he wrote on,
cheque butts numbered 404308, 606705, 404305, 404313, 589916, 589915,
988803, 958116, 875904, 958114, 809114, 875910, 958126, 288208, 875909,
288201, 875917, 106905, 106927, 288218, 000021, 000013, 172828, 172829,
000056, 000115, 000075, and 000119.
(d) The evidence suggests that two payments totalling $773.30 on 25 August 2016
by cheques 000118 and 000119 were for registration and repair of the applicant’s
motorcycle and I reject the applicant’s evidence that cheque 000119 in the
amount of $270 was, coincidentally as to date, rather for the repair of a piece of
the testator’s farm equipment.
[36] The applicant’s false denials in his testimony on this topic suggest a consciousness of
guilt of his financial exploitation of the testator. However, I am unable to reach such a
conclusion to the Briginshaw standard on the evidence before me. The evidence at
least suggests that the applicant may have benefitted, in carrying out his business, from
the custom of the testator. At best for the applicant, the evidence is neutral. It certainly
does not advance his claim. It serves to highlight that a court is not in as good a position
as a competent testator to assess what provision is appropriate in light of all their
dealings with a beneficiary. The testator would have been better placed than the Court
to make judgments as to how any financial aspects of the relationship between the
testator and the applicant during this period might affect a just assessment of the
applicant’s claim upon the estate.
Evidence of discreditable conduct of the applicant towards the respondents and
others
[37] The respondents contended that alleged discreditable conduct by the applicant towards
Gayle and others following the testator’s hospitalisation on 7 June 2019 and his stroke
on 11 June 2019 and the applicant’s alleged frustration of attempts by the respondents
9 See Evidence Act 1977 (Qld), s 59(2).
-- 12 of 16 --
13
to sell estate property to service the testator’s nursing home debt should be taken into
account in diminishing any claim of the applicant upon the estate. The applicant
objected to the relevance of such evidence and I reserved my ruling on its admissibility.
In the absence of evidence of knowledge of the testator of such alleged matters, I
uphold the objection to the evidence.
Relationships between the testator and the respondents
[38] David rejected an assertion by the applicant that he had been estranged from the
testator. There is no sufficient basis for finding to the contrary.
[39] All the respondents lived as children on the family farm and contributed by their
labour, to varying degrees, to the farm work. Upon leaving home, their relationships
with the testator and Mrs Allan continued in an unremarkable way. They each provided
significant support to the testator during the trying period when the testator and Mrs
Allan were involved in litigation with the applicant and following Mrs Allan’s death.
Following Mrs Allan’s death, they would visit the testator and provide him with
assistance as their own personal commitments permitted. Each continued to have a
relationship with the testator upon his hospitalisation and facilitated his move to a
nursing home.
[40] Gayle gave evidence she assisted the testator financially after the death of Mrs Allan.
She acknowledged the benefit to her and her husband of a peppercorn lease and option
to buy land from the testator between 1998 and 2003.
[41] David acknowledged the benefit to him of a peppercorn lease and option to buy land
from the testator between 1998 and 2003.
[42] The respondents’ relationships with the testator were, in contrast to the relationship
between the testator and the applicant, not marred by ill will or any period of
estrangement.
Consideration
[43] I proceed on the basis the applicant, despite the deficiencies in his evidence, has
established financial need. Financial need is only one aspect of the jurisdictional
question of whether adequate provision has not been made for the applicant; it is not
-- 13 of 16 --
14
determinative.10 I proceed on the basis that the size of the estate and the competing
needs of the respondents are not factors which militate against further provision for
the applicant. Those circumstances, along with the demonstrable financial need of the
applicant, are likewise not determinative of the jurisdictional question:
Section 41 does not give a court carte blanche to remake a will in a way that may appear
to be more just. It is a power that should be exercised with the restraint dictated by the
terms of the section. The predicament in which a court finds itself has been commented
upon many times. In Pontifical Society for the Propagation of the Faith v Sales Dixon
CJ observed that it was never intended by the legislation that “freedom of testamentary
disposition should be so encroached upon that a testator’s decision expressed in his will
have only a prima facie effect, the real dispositive power being vested in the Court”.
Consideration of these applications must always proceed with the understanding that
the capacity of a court to make an assessment is necessarily limited, as the deceased
cannot explain his or her reasons for the disposition of the estate or respond to the claims
of an applicant.11
(citations omitted)
[44] The limits of encroachment upon testamentary disposition in circumstances where a
testator is often far better placed than the court to make a just assessment of all claims
on their estate is well established by authority. I gratefully adopt the exposition of such
authority by Horneman-Wren SC DCJ in T v R & Anor12.
[45] The decisive factor in the determination of this application is the nature of the totality
of the relationship between the applicant and the testator, including:
(a) those contributions by the applicant towards the testator’s estate during his
childhood and during the ensuing partnership until its dissolution;
(b) those benefits received by the applicant from the testator during the testator’s
lifetime;
(c) the personal relationship between the applicant and the testator.
10 Chan v Chan [2016] NSWCA 222 at [22].
11 Darveniza (n 1) at [17].
12 [2019] QDC 220 at [161]-[167]; see also Sgro v Thompson [2017] NSWCA 326 at [80]-[87].
-- 14 of 16 --
15
[46] The applicant submitted that the fact of his receipt of partnership assets in 2000 and
farmland in 2001 should not be given any significant weight in the determination of
the application:
The Applicant submits that these items do not constitute an inter vivos benefit of the
nature to be taken into account by the Court because distributions following the
resolution of the partnership dispute arose out of a partnership relationship, not a parent-
child relationship. The parent - child relationship is a matter of correlation, not causation
of the transfer of one-third of the partnership assets and 600 acres of land to him by the
other partners (his parents).
[47] Such submissions do not sit comfortably with the following submissions also made by
the applicant:
The Applicant contends that he was promised that he would inherit the farm and family
business if he worked for his father… The Applicant submits that the Court should order
provision for him on his Application because that would perfect the promise made by
the testator that he would receive the farm and farm business if he worked for his father
(and later the farming partnership).
[48] The applicant made detailed submissions in reply as to why the respondents’ reliance
on Vigola v Bostin13 is misconceived.
[49] I do not accept the applicant’s submissions. The assets received by the applicant in
2000 and 2001 are clearly relevant to the determination of this application. Indeed, in
all the circumstances of this case, the applicant’s receipt of such property is the
decisive factor in the balance of all competing considerations.
[50] Considered objectively, the financial benefits gained by the applicant during his
childhood and then partnership with his parents and upon settlement of litigation
following the dissolution of the partnership were substantial. The applicant was, by the
time of the transfer of real estate to him in 2001, at least adequately compensated for
his contributions to the farming business. As compared to the respondents, the
opportunities given to the applicant by his parents were to his significant financial
advantage.14
13 (2005) 221 CLR 191 (‘Vigolo v Bostin’).
14 Compare Vigolo v Bostin (n 13) at 207 [36].
-- 15 of 16 --
16
[51] The respondents do not rely upon Vigola v Bostin as an authority determinative of the
application but by way of illustration of an application of settled principle in analogous
circumstances. Its assistance in that way permits me to paraphrase Gleeson CJ15 in
finding that the applicant was adequately compensated for his contribution to the
family farming business and, indeed, advantaged by comparison to the respondents.
Any earlier promise by the testator that the applicant would inherit the farm and family
business was rendered of no consequence upon the applicant and his parents agreeing,
at arm’s length, to dissolve their financial relationship.
[52] The Court is not, on the evidence, in a position to gainsay the view of the testator,
expressed in his 2001 and 2015 wills, that the applicant had received “more than his
fair share” of the estate during the testator’s lifetime and the view of the testator, as
expressed in the Will, that adequate provision had been made for the applicant during
the testator’s lifetime and that any further provision would unfairly disadvantage the
respondents. I share those views upon my consideration of the evidence.
[53] As to whether the fact of monies paid by the testator to the applicant, ostensibly for
services provided to the testator by the applicant, during 2008 to 2019 may have
reinforced the testator’s views, only the testator could know.
[54] In considering a just disposition of his assets, the testator was not limited to a financial
analysis of the competing claims of the applicant and the respondents upon his estate.
Notwithstanding the subsequent rapprochement, the testator would have been entitled
to regard the behaviour of the applicant following the dissolution of the partnership, in
particular the shotgun incident of 9 March 1998 and the subsequent lengthy
estrangement, as diminishing any moral claim the applicant had upon the estate. It is
clear that the shotgun incident had a significant effect upon the testator and Mrs Allan.
The testator believed that the applicant’s conduct, including his litigation against his
parents, hastened Mrs Allan’s death.
[55] The application fails on the jurisdictional question. The applicant has failed to establish
that the Will fails to make adequate provision for his proper maintenance and support.
[56] The application is dismissed.
15 Vigolo v Bostin ibid at 207-208 [37].
-- 16 of 16 --
Official source: https://www.sclqld.org.au/caselaw/QDC/2024/169