AAE & LLE v Public Trustee of Queensland & Anor [2013] QDC 252
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[2013] QDC 252
DISTRICT COURT OF QUEENSLAND
CIVIL JURISDICTION
JUDGE ROBIN QC
AAE
and LLE Applicants
and
PUBLIC TRUSTEE OF QUEENSLAND
and ANOTHER Respondents
BRISBANE
10.29 AM, THURSDAY, 25 JULY 2013
JUDGMENT
CATCHWORDS
Sanction of compromise – court not a mere “rubber stamp”
Succession Act 1981 s41
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2 JUDGMENT
HIS HONOUR: The Court makes an order in terms of the initialled draft. It
resolves this proceeding by twin children of the testatrix whose will essentially left
everything to her husband, the step-father of the applicants. On their marriage
around 1996, she became the step-mother of the two children he had, who have
indicated no interest in availing themselves of the opportunity they have under 5
section 41 of the Succession Act to be potential applicants. The gentleman’s
daughter is in charge of his affairs, he being under a significant disability, in
consequence an order of QCAT.
She has participated in that capacity, perhaps both of her capacities, in the process 10
involving all the parties which results in a compromise whereby the modest estate,
which essentially represents what the testatrix brought to the marriage, is divided so
that the widower receives one-third and the applicants collectively two-thirds,
although the provisions for them are not equal in acknowledgment of their differing
circumstances. The sanction of the Court is required if only, as Ms Brewer 15
persuaded me in another matter recently, to provide assurance against matters to do
with the ultimate distribution of an estate being raised in the future.
The parties’ submissions draw attention to the importance of the Court’s role which
is not one of acting as an uncritical rubber stamp, where a compromise such as the 20
present one is reached. The determination has to be made that the court has
jurisdiction on the basis of adequate provision not having been made for an
applicant. The authorities mentioned include Daley v Barton [2008] QSC 228, Affoo
v Public Trustee of Queensland [2011] QSC 309 and Watts v Public Trustee of
Queensland [2010] QSC 410. I am comfortably satisfied in this case the 25
jurisdictional threshold is crossed and that the Court can appropriately have regard to
the agreement, that the parties should be congratulated for reaching. Order as per
initialled draft.
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Official source: https://www.sclqld.org.au/caselaw/QDC/2013/252