DJ [2014] QCAT 619
CITATION: DJ [2014] QCAT 619
PARTIES: DJ
APPLICATION NUMBER: GAA5428-14; GAA7513-14; GAA8664-14;
GAA9271-14
MATTER TYPE: Guardianship and administration matters for
adults
HEARING DATE: 25 August 2014 and 15 October 2014
HEARD AT: Brisbane
DECISION OF: Member Goodman
DELIVERED ON: 18 November 2014
DELIVERED AT: Brisbane
ORDERS MADE: GUARDIANSHIP
1. The Public Guardian is appointed as
guardian for DJ for the following personal
matters:
(a) With whom DJ has contact and/or
visits;
(b) Health care.
2. This appointment remains current until
further order of the Tribunal. The
appointment is reviewable and is to be
reviewed in three (3) years.
ADMINISTRATION
3. The Public Trustee of Queensland is
appointed as administrator for DJ for all
financial matters.
4. The administrator is to provide a financial
management plan to the Tribunal within
four (4) months.
5. The Tribunal directs the administrator to
provide accounts to the Tribunal when
requested.
6. This appointment of The Public Trustee
of Queensland remains current until
further order of the Tribunal.
NOTICE OF INTEREST IN LAND
7. That before 15 January 2015 the
administrator must:
(a) Search the records of the Registrar of
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Titles to identify any property
registered in the adult’s name.
(b) Give the registrar of titles a copy of
this order and a notice to the registrar
advising that any interest in property
held by the adult is subject to this
order.
(c) Give to the Tribunal:
(i) a copy of the “Lodgement
Summary Form” from the Titles
registry confirming the notice has
been lodged for each property held
by the adult; and
(ii) a copy of the current title searches.
8. If the ownership of any property of the
adult changes in any way or the adult
acquires an interest in another property
the administrator must, within fourteen
(14) days of such changes:
(a) give a copy of this order to the
Registrar of Titles and
(b) give a notice to the Registrar about
the changes or the adult’s interest in
another property.
AUTHORISATION OF A CONFLICT
TRANSACTION
9. The application for the authorisation of a
conflict transaction by W is dismissed.
CATCHWORDS: Guardianship and Administration for adults –
whether need for appointment – whether
applicant appropriate for appointment
Guardianship and Administration Act 2000
APPEARANCES and REPRESENTATION (if any):
DJ was represented by Mr Field of Aylward Game Solicitors
REASONS FOR DECISION
[1] DJ is a 75 year old lady who has had dementia since about 2010.
I am determining whether a guardian should be appointed to make
personal decisions for DJ, and whether an administrator should be
appointed to make financial decisions for her.
[2] DJ has three daughters – N, S and W (sometimes known as B). S does
not have full capacity to manage her own affairs.
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[3] This hearing was conducted over two days. On 25 August 2014 DJ
attended the hearing and was represented by her solicitor. DJ’s daughter
W attended and proposed that she should be appointed as guardian and
as administrator. DJ’s other family members were present: C (nephew);
S (daughter); D (niece), O (son-in-law), and G (sister). Social worker CD
attended via teleconference and Dr E, who previously treated DJ, was
present for most of the hearing by telephone. At the conclusion of the first
day W was appointed administrator for a short term pending further
consideration of the applications.
[4] On 15 October 2014 DJ attended the hearing with her solicitor. W
attended with O. Dr E attended for most of the hearing by telephone. TB
from the Public Guardian and AA from the Public Trustee attended via
telephone.
[5] Guardians and administrators can only be appointed in limited
circumstances.1 I may only appoint a substituted decision maker for a
matter if I am satisfied that:
a) DJ has impaired capacity in relation to the particular matter;
b) There is a need for a decision about the matter, or DJ is likely to do
something that involves, or is likely to involve, unreasonable risk to
her health, welfare or property, and
c) Without an appointment her needs will not be adequately met or her
interests will not be adequately protected.
[6] If I am satisfied that it is necessary to appoint a substituted decision
maker, I must consider whether the proposed appointees are “appropriate”
for appointment.2
[7] DJ is presumed to have capacity to make all of her own decisions and that
presumption must be rebutted before I can find that her capacity is
impaired.3 A person with capacity is able to understand the nature and
effect of decisions, make decisions freely and voluntarily, and
communicate their decisions.4
[8] DJ is diagnosed with Alzheimer’s Dementia. On 5, 6, and 10 June 2014
Dr B, neuropsychologist, conducted an assessment and concluded that:
The type and severity of cognitive impairments observed during this
assessment are likely impact on [DJ’s] ability to understand, attend to,
retain, process, retrieve and communicate (complex) information regarding
her finances. I believe [DJ] is not currently capable of making complex
financial decisions independently. Functional assessment on financial
management also suggests considerable impairment in every day financial
abilities, financial judgement, cognitive functioning related to financial tasks
and support resources, with specific implication for her reasoning and
1 Guardianship and Administration Act 2000 s 12.
2 Ibid s 15.
3 Ibid s 7, Schedule 1.
4 Ibid Schedule 4.
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appreciation of her financial needs…. these cognitive vulnerabilities are
likely to create potential for external parties to have undue influence on her
finances, esp. as [DJ] appeared to be a generous person by nature and has
been willing to support family and friends financially in the past...
With regard to health and support needs, [DJ’s] current report on her needs
was somewhat vague and/or incomplete and there were some indications
[DJ] underestimated or did not fully appreciate the complexity and/or
changes in her support needs. She was at times unable to retain or retrieve
sufficient relevant information on her health and support needs and the
possible safety risks, although she was often able to recognize relevant
information on these matters when told… current cognitive impairments are
likely to affect [DJ’s] ability to make complex decisions on these issues…
[9] Dr E, consultant physician, provided a report dated 10 June 2014 (which
appears to be incorrectly dated 6 October 2014). Dr E confirms that DJ
has been diagnosed with vascular dementia and a range of physical
health conditions. Dr E states that DJ does not have the capacity to make
complex financial or personal decisions.
[10] DJ’s family were of the view that DJ does not have capacity to make
complex decisions, indicating that she makes decisions rashly and has a
poor memory.
[11] I am satisfied, on the balance of probabilities, that DJ does not have the
capacity to manage her finances or to make complex personal decisions.
[12] I must determine whether it is necessary to appoint a guardian and, if so,
who should be appointed. A formal appointment will be necessary only if
personal decisions cannot be made informally by DJ working with her
support network.
[13] Dr E states that:
a) Treating doctors will require an identified decision maker and she
would prefer to deal with an independent decision maker for health
care decisions (the Public Guardian). W’s behaviour makes sensible
decision making very difficult, particularly if, as decision maker, she
were presented with a couple of options. It would not be in DJ’s best
interests to require doctors to negotiate with the family.
b) DJ’s family are unable to make health care decisions that are
workable for staff caring for her. The family won’t be able to negotiate
complex care arrangements. W ignored her advice to defer making
significant financial decisions pending the assessment of DJ’s
capacity, and numerous unhappy interactions between the family and
nursing staff and other patients took up a lot of resources.
c) She is not convinced that DJ’s family will accept medical advice that
is in the best interests of DJ. Her interactions with the family were
“confrontational” and she was unable to work in partnership with the
family. For example, after a number of incidents with nursing staff
and family members raising anxiety in other patients, the hospital
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imposed limited visiting arrangements, which is not the usual way
hospitals interact with families and patients.
[14] CD, hospital social worker, agreed with the evidence provided by Dr E.
She described W as ‘hostile’ and described a lot of conflict with her,
particularly around the lodging of the application at QCAT. CD said that
she hoped W would accept medical advice but noted that W removed DJ
from the ward against medical advice. CD stated that interactions between
W and hospital staff were confrontational and were upsetting for DJ. CD
noted that DJ had been indecisive about who she wanted appointed to
manage her affairs and had in the past indicated that she didn’t want W
involved due to a history of conflict.
[15] W states that she ‘stood up to the doctor and social workers’ because they
didn’t have her mother’s best interests at heart and were only interested in
her EPA, not her health. W denied having any interactions with other
patients and denies being told that she shouldn’t take her mother from the
ward. W indicated that she has had numerous contacts with the media and
the minister. She states that she was very angry that DJ’s mail was
opened by CD at the hospital. She was still angry about the issue at the
hearing, some time later. CD explained that she had inadvertently opened
some mail from QCAT addressed to DJ, as she herself had been waiting
to hear from QCAT in relation to another matter. She acknowledges that
she should not have opened the mail and has apologised. This is an
unfortunate error but not one which should have caused such a
disproportionate response from W.
[16] Informal arrangements have been characterised by hostility and confusion
(see below). A formal appointment is necessary.
[17] DJ is well settled in a nursing home where her accommodation and care
needs are met. Given her age and her medical history, I am satisfied that it
is likely that ongoing decisions will need to be made about her health care,
and that some of those decisions will be made in the context of an acute
medical episode. I am satisfied that a guardian is needed to make health
care decisions.
[18] Family members are concerned that DJ’s is vulnerable to the influence of
her former carers and that S may not be able to properly understand DJ’s
needs. Hospital staff have raised concerns about the behaviour of family
members earlier this year. I am satisfied that a guardian is required to
make decisions about the contact DJ has with the people in her life.
[19] I am satisfied that it is necessary to appoint a decision maker for decisions
regarding health care and contact. An informal arrangement is not
sufficient to ensure that DJ needs are met or that her interests are
protected. I must determine whether the Public Guardian and/or W are
appropriate for appointment as DJ’s guardian. A guardian must act
according to apply the principles set out in the legislation.5
5 Ibid s 11, Schedule 1.
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[20] On 19 May 2014 an ambulance was called to W’s home. DJ had been
living there following her discharge from hospital on 6 May 2014. There is
some dispute as to whether DJ was discharged to W’s home against
medical advice. The hospital discharge summary records that DJ had
been ‘assessed by ACAT and recommended for placement’ but that DJ
had organised for her daughter to be her carer in preference to a nursing
home placement.
[21] The Ambulance Report Form indicates that:
QAS greeted by daughter who stated she can no longer cope with
looking after mother. Pt recently dx with vascular dementia and
parkinsons, discharged from LGH 2/52/ ACAT assessment team
stated to family, that pt required high level care and was informed
she needed to be placed into a NH. Family against medical advice
took pt home to Murrumba downs to look after mother. Daughter
informed QAS that there has been significant emotional distress on
family, cause grandson to ? attempt suicide. Daughter stated that she
can longer cope and doesn’t wish mother to return to residence at
any point. Daughter informed QAS that she needs to be placed in a
NH by the hospital. The daughter stated she cannot return back to
residence, that daughter will not open the door and answer calls…
[22] Hospital records indicate that DJ was locked out of W’s house when the
ambulance arrived. That is hotly denied by W. The QAS report notes
‘Location Type: Private Residence – Indoors’. On that basis I accept that
DJ was indoors when the ambulance arrived.
[23] W states that her mother had been previously discharged to her home with
the agreement of hospital staff and not, as suggested, ‘against medical
advice’.
[24] DJ was transferred to hospital on 19 May 2014 and remained until
discharge on 2 July 2014. Dr E claimed that she and hospital staff
experienced considerable difficulty in dealing with W and other family
members. W denied any such difficulties. Given the conflict in the
evidence, the hearing was adjourned so that hospital records could be
made available to the Tribunal. I have now had the advantage of
accessing those records.
[25] It is useful to summarise the hospital records to capture the concerns of
the hospital staff:
a) Hospital notes 19/5/14: ‘Patient states family have done this before
due to discussion re money and family wanting inheritance before
patient dies…Called daughter [W] no answer’. W denies that
allegation and states that she was unaware that the hospital had tried
to call her.
b) Progress notes from hospital 20/5/14: ‘Consent gained to contact
sister [ZC]…but was adamant not to phone [W]’.
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c) Nursing notes 20/5/14: ‘It was reported to me today … that whilst
walking patient became teary and stated “I hope my daughter doesn’t
hit me again”’.
d) Nursing notes 24/5/14: ‘Approached by patients daughter [W] who
requested that patient not be permitted to leave ward with [MC] or
[ZC] or “carers” [B], [C] and [A]. W states that she is happy for these
people to visit patient but she does not want patient to leave the ward
with them. [W] is concerned that patient will abscond as she says has
happened on previous admissions’. W agrees this happened.
e) Nursing notes 26/5/14: ‘Daughter approached nurse station
demanding to talk to person in charge/social worker/doctor…
daughter has stated how come at 11am [DJ] had capacity but now
doesn’t’. Concerns were raised regarding DJ being left in a wet pad
and a social worker was called to attend.
f) Nursing notes 29/5/14:
I was approached by my nursing staff who wanted to report some
behaviours and incidents to me. The patients daughter came to take
patient out of ward. Nursing staff asked daughter [W] to please wait so
they could confirm this was allowed. [W] stated she was taking the
patient to the coffee shop. A different nurse then went into the room
and [W] stated to her “I don’t know who he thinks he is, he’s nothing
but a C**T”. [W] then stated to this second nurse that she was taking
the patient outside the hospital. The nurse reiterated that it was okay
but they just needed to check this had been cleared first. [W] then
stated to this nurse “I’ve been to see my politician and media this
morning and I know my rights”. She then threatened the nurse stating
“You need to be careful what you say”. The nurse asked again for the
daughter and patient to wait as the consultant was just outside the
door and coming to see her. [W] refused to wait and left the ward
taking [DJ] with her… leave was based on the patient being
haemodynamically stable, which usually she isn’t so the medical team
were not happy for [W] to take her....
W states that she recalls the conversation about knowing her rights
but denies swearing and can’t remember nursing staff asking her to
wait as the consultant was just outside the door.
g) Nursing notes 28/5/14 written in retrospect:
I spoke to daughter [W] yesterday afternoon once she returned with
patient to the ward. I explained to [W] her behaviour towards the
nursing staff was unacceptable. She is not to swear at the staff or
threaten the nursing staff and if she continues to do so she will be
asked to leave the hospital. [W] did apologise for her behaviour
although I still found her to be passive aggressive stating “I’ve spoken
to my member of parliament and my solicitor and there’s nothing you
can do to stop me from coming and taking my mum. You can’t do a
thing about it. You can’t stop me”.
h) Nursing notes 29/5/14: ‘When showering patient this am patient
states she gave her daughters $20,000 yesterday. She states she
does it regularly’. W denies this.
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i) Notes taken at a meeting with Dr E, DJ, W, the social worker CD and
two hospital doctors 3/8/14:
[Dr E] explained her role in making assessments and assessing
decision making capacity…daughter says it is none of our business to
comment on [DJ]’s financial capacity and financial issues as her mum
has been managing her financial affairs well…[Dr E] is trying to
explain the situation but daughter is being intruding and obstructive to
the process…Daughter – very aggressive when the financial issues
have been discussed and her mum’s capacity to make these
decisions.
j) Notes 3/6/14: ‘Daughter notified that [DJ]’s financial matters will be
assessed and bank will be notified about financial issues and
possibility her account will be freezed’. W states that she was
aggressive on this day as the family hadn’t received an update on
DJ’s health since being treated for an acute episode. She felt that
Dr E should have addressed health issues rather than financial
issues.
k) Notes later on 3/6/14: ‘Police here about credit/ debit card issues’.
W states that police were notified that money was missing from DJ’s
account. It appears that there were a number of unexplained
withdrawals during April 2014. W denies any family involvement in
the missing money, indicating her belief that other parties may have
taken advantage of her. W states that police investigations are
ongoing.
l) Nursing notes 8/6/14: ‘Patient’s daughter and partner visited, other
patient in same room came and informed staff that patient’s family
verbally abused her. When talking with patient’s family, they state
that roommate interrupted their visit and they asked her to leave and
roommate was verbally rude to them’. The daughter is not named
and it is not clear whether the person referred to was W or her sister
S. I note that DJ later told nursing staff ‘She’s got a disability it’s not
her fault’.
m) Social work notes 10/6/14:
Daughter … ventilated her concerns regarding patient’s concerns
about assessments. Daughter indicated that she has contacted
solicitor and they have said – patient doesn’t have to answer any
future questions or questionnaires. [W] states that the assessments
were distressing her mother and so she obtained legal advice as to
whether she needed to participate. Daughter also complained about
incident between patient and her mother on weekend…also making
complaints to politicians media.
n) Nursing notes 16/6/14:
Duty nurse Managers x 2 attended ward with security officer and one
of the nurse managers spoke with patient’s daughter over an alleged
incident yesterday…patient’s daughter informed of policy and
procedure regarding visitors conduct…duty nurse managers also
asked staff … to inform security when patient’s relatives visit the ward
in view of recent incidents.
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W states that she recalls this meeting and that she had been falsely
accused of abusing someone.
o) Notes of meeting 17/6/14 involving Dr E, a nurse, W, DJ and one
other person to discuss outcome of assessment of capacity:
‘discussed behaviour of [W] towards staff and other patients… is
unacceptable. [W] denies talking to other patients’.
[26] In her report of 12 June 2014 Dr B, clinical neuropsychologist, states:
[W] interrupted the assessment on June 5th and 10th 2014 to collect her
mother, and requested that I should discontinue my assessment on
June 10th 2014.
W advised that she interrupted the assessment as she did not see that it
was necessary. Dr B says
[W] insisted on providing information on her mother’s background…
[W] indicated that [DJ] had always been very “generous” to her family and
her friends, [DJ] recently paid her for a new washing machine…[W]
reported they were currently in the process of selling her mother’s business.
[27] Dr B notes that DJ denied that family or friends had asked for money or
influenced her to spend her money in a certain way. Dr B says:
this is inconsistent with responses she gave at other times during the
assessment. For example she told me earlier her daughter [S] frequently
asked for financial assistance...[DJ] had also told me she bought her
daughter [W] a washing machine recently and at one point indicated [W]
could be manipulative and feel entitled to her ([DJ’s]) money.
[28] W submits that she should be appointed as guardian. She says that she
was frustrated and aggressive with hospital staff because she wasn’t able
to get advice or have discussions regarding her mother’s medical issues.
She states that she is dealing with her mother’s health care needs now
and everything is calm and stable. She says that she communicates and
works well with DJ’s current GP and specialists.
[29] The Public Guardian is an independent decision maker with a great deal of
experience as a guardian. The Public Guardian will be required, as would
any guardian, to consult with DJ’s support network before making any
decision and to make decisions in DJ’s best interests. I am satisfied that
the Public Guardian is appropriate to be appointed as guardian. I may only
appoint the Public Guardian if there is no other appropriate person
available for appointment for the matter.
[30] I have determined that W is not appropriate for appointment. I am not
satisfied that W would exercise her decision making power in a way that is
consistent with DJ’s proper care and protection. I accept that the hospital
records give a good indication of W’s behaviour and communications while
her mother was hospitalised. Her behaviour was hostile and demanding
and not in her mother’s best interests. Much of her focus has been on
defending her own personal rights by speaking to politicians and the
media, or on her preoccupation with the opening of DJ’s mail by the
hospital social worker and her perceived need to prevent interference in
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her mother’s affairs by resisting and disrupting assessments of DJ’s
cognitive functioning. W’s behaviour and confrontational style impact
negatively on the capacity of doctors and medical staff to work with DJ and
her family. W has not demonstrated that she is able to act appropriately by
accepting advice, consulting widely and rationally evaluating the situation
in making decisions for her mother.
[31] I appreciate that W was concerned as to her mother’s health while in
hospital and that she wished to discuss this issue with staff. She says that
she was therefore difficult to deal with when hospital staff attempted to
discuss other matters. It is Dr E’s view that DJ’s health was quite stable
while in hospital and the hospital records support that view.
[32] A number of hospital staff members record difficulties dealing with W.
While W’s stated concern was lack of attention to DJ’s medical needs, her
actions caused the direction of resources away from medical care and
onto managing interactions between herself, doctors, nursing staff and
other patients. She took her mother from the ward without medical
approval. She interrupted Dr B’s assessment process and her behaviour
was, as described by staff, hostile, aggressive, confrontational and
demanding.
[33] The Public Guardian will be appointed as guardian to make decisions in
relation to health care and contact. As DJ’s health needs are likely to
become more complex as she ages and her dementia worsens, I am
satisfied that an appointment for 3 years is necessary. The appointment
will be reviewed by this tribunal at the end of that time.
[34] I must determine whether it is necessary to appoint an administrator, and,
if necessary, who that administrator should be.
[35] DJ previously owned a fish and chip shop. On 1 April 2014 she sold the
shop to purchasers who were to pay the price by instalments. The agreed
payments are not being paid, although a lower amount is being paid
regularly.
[36] DJ has approximately $135,000 in the bank. Her car and unit are listed for
sale and are expected to reach approximately $180,000. Those funds
must be invested properly. Nursing home fees and other expenses must
be paid.
[37] I am satisfied that ongoing financial decisions need to be made and that
without a formal appointment DJ needs will not be adequately protected.
I am satisfied that it is necessary to appoint an administrator.
[38] W seeks appointment as administrator. She was appointed as an
administrator at the hearing on 25 August 2014, pending this final
decision. Now that I have all the evidence before me, I must determine
whether W is appropriate for appointment as her mother’s administrator.6
6 Ibid s 15.
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Alternatively, the Public Trustee is available for appointment. 7 As W is
currently appointed, I will appoint the Public Trustee only if I am satisfied
that the Public Trustee is more appropriate for appointment. 8 The
functions and powers of administrators are set out in the legislation.9
[39] W has an ongoing relationship with her mother and is well placed to be
aware of her needs and wishes. DJ has recently expressed a consistent
view to her solicitor that she wishes to have W manage her finances.
[40] W’s behaviour has been discussed above. An administrator must be able
to accept and understand advice and to make sensible and sound
decisions weighing up various relevant factors and sometimes against the
wishes of the adult concerned, and of other family members. Those
decisions will sometimes be made under time and emotional pressure.
[41] There are additional concerns in relation to W’s management of DJ’s
financial affairs.
[42] When DJ was in hospital the family formed the view that the doctors were
not properly addressing her health issues. It was decided that $20,000
would be withdrawn from DJ’s bank account by way of a bank cheque
made out to W. The cheque was not cashed or deposited in a bank
account until after the date of the first hearing when I indicated that the
funds should be immediately returned to DJ’s account. The withdrawal of
the funds has not been explained to my satisfaction. The family insist that
DJ asked them to make the arrangements because she was concerned
about interference by third parties. The decision to make the withdrawal
and to hold the money for some months was not a good decision and was
not in DJ’s best interests.
[43] DJ has paid car registration and house insurance for W and S each year.
S is said to have an intellectual disability and a low income. W says that
she herself works and is able to meet her own costs of living. When DJ
had capacity to manage her own finances she was able to spend her
money as she chose. She no longer has that capacity and an
administrator must manage her money in her best interests and not in the
interests of others.
[44] The sale of DJ’s business is somewhat problematic. The purchasers are
not making repayments as agreed. W, as administrator, has made
enquiries with DJ’s solicitor who has advised that it would be very difficult
to enforce the sale agreement as it may not met the legal requirements of
a contract of sale. The legal advice is to continue to monitor the situation
and liaise with the purchasers to ensure that DJ obtains the best outcome
possible. A tactful and careful approach will be needed. Depending on the
sale outcome there will be tax implications, and the administrator will need
to ensure that DJ’s taxation affairs are attended to promptly.
7 Ibid s 14.
8 Ibid s 31(4).
9 Ibid s 11, Schedule 1, Chapter 4.
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[45] There has been some discussion of DJ gifting funds to family members.
W states that the accountant advised that some gifting was allowable and
that she called the Tribunal to check. W states that she now understands
that an administrator cannot gift DJ’s money or property to anyone else
(including themselves) without obtaining the Tribunal’s prior consent.
An exception is made for token amounts for traditional gifts. The amount
should be recorded in DJ’s budget.
[46] W prepared a budget which was received by the Tribunal on 30
September 2014. She has taken steps to reduce the rate her mother was
spending. The budget discloses income of $1,999 per fortnight ($749
pension and $1,250 other income). Expenses are $1,943 per fortnight,
including nursing home fees of $1,250. Transport costs are calculated at
$150 per fortnight, including $100 petrol. DJ does not drive and it is
difficult to see how her transport costs could amount to $150 per fortnight.
I note also that $115 per fortnight is budgeted to pay for her daughters’
rates and house insurance, and $60 per fortnight is budgeted for gifts.
[47] W has drafted a budget proposing to spend $2,990 of her mother’s money
annually on paying rates and house insurance for herself and her sister.
A further $1,560 is budgeted for ‘gifts/birthdays and donations’. DJ’s
budget is very tight and the income from the sale of her business is far
from certain. W has not sought the Tribunal’s consent for a conflict
transaction although she has been advised of the need to do so if she
anticipates that she or others she is close to will benefit under the
administration.
[48] On 30 September 2014 W lodged an application for authorisation of a
conflict transaction. Despite previous contact with QCAT staff, the
application was incomplete and W advised at the hearing that she thought
she was to fill it out to indicate that she wished to be appointed as
administrator and guardian. I will formally dismiss the application.
[49] DJ’s solicitor advises that it is DJ’s wish that W is appointed as her
administrator and guardian. He states that DJ has had some dealings with
the Public Trustee as they manage her daughter’s affairs and that she
does not want the Public Trustee managing her finances. I accept that
DJ’s instructions to her solicitor are supportive of W’s appointment. I must
take into account, however, that she expressed a different view when
hospitalised earlier in the year.
[50] On balance, I am satisfied that the Public Trustee is more appropriate as
administrator than W. I have taken into account W’s difficulty in dealing
appropriately with others and accepting advice (as evidenced by her
actions in the hospital). I have also taken into account W’s resistance to
the assessment of her mother’s cognitive functioning, her involvement in
the withdrawal of the $20,000 bank cheque, and her budgeting for ongoing
spending on herself which her mother cannot afford. It seems likely that
complex decisions will need to be made in relation to the sale of assets
and investment of funds, and to monitor and manage the arrangement
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with the sale of the fish and chip business. I am satisfied that the Public
Trustee is more appropriate to manage these decisions.
[51] W will no doubt wish to remain involved in ensuring that her mother’s
particular needs are met. She is able to do that by forming a good working
relationship with the Public Guardian and the Public Trustee and assisting
them where she is able.
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Official source: https://www.sclqld.org.au/caselaw/QCAT/2014/619