CAG v The Public Trustee of Qld (as personal representative of the estate of JM, dec'd) [2008] QCA 252 [2008] 2 Qd R 419
SUPREME COURT OF QUEENSLAND
CITATION: CAG v The Public Trustee of Qld (as personal representative of
the estate of JM, dec'd) [2008] QCA 252
PARTIES: CAG
(applicant/appellant)
v
THE PUBLIC TRUSTEE OF QUEENSLAND as personal
representative of the estate of JM, deceased
(respondent)
FILE NO/S: Appeal No 3306 of 2008
SC No 1654 of 2008
DIVISION: Court of Appeal
PROCEEDING: General Civil Appeal
ORIGINATING
COURT: Supreme Court at Brisbane
DELIVERED ON: 29 August 2008
DELIVERED AT: Brisbane
HEARING DATE: 18 July 2008
JUDGES: de Jersey CJ, Keane and Fraser JJA
Separate reasons for judgment of each member of the Court,
each concurring as to the order made
ORDER: Appeal dismissed with costs
CATCHWORDS: FAMILY LAW AND CHILD WELFARE – DE FACTO
RELATIONSHIPS – ADJUSTMENT OF PROPERTY
INTERESTS – GENERALLY – where the appellant and the
deceased were in a de facto relationship – where the relationship
ended prior to the death of the deceased – where the appellant
applied under Pt 19 of the Property Law Act 1974 (Qld) for an
order adjusting interests in the property of the deceased –
whether the right to apply for an adjustment of property rights
under Pt 19 of the Property Law Act 1974 (Qld) survives the
death of the person against whom the right is asserted so that it
may be pursued against that person's estate
Property Law Act 1974 (Qld), s 282, s 283, s 284, s 285, s 286,
s 287, s 288, s 315, s 322, s 323
Succession Act 1981 (Qld), s 66
Barder v Caluori [1988] AC 20, cited
Kalejs v Minister for Justice and Customs (2001) 111 FCR 442;
[2001] FCA 1769, applied
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2
LC v The Public Trustee of Qld [2008] QSC 51, approved
Skene v Dale [1990] VR 605, considered
COUNSEL: D A Savage SC, with M R Bland, for the appellant
A P J Collins for the respondent
SOLICITORS: QBM Lawyers for the appellant
Official Solicitor for the Public Trustee of Queensland for the
respondent
[1] de JERSEY CJ: I have had the advantage of reading the reasons for judgment of
Keane JA. I agree with the order proposed by His Honour, and with his reasons.
[2] KEANE JA: By originating application filed on 25 February 2008, CAG applied
to the Supreme Court for an order adjusting interests in the property of JM,
deceased, pursuant to Pt 19 of the Property Law Act 1974 (Qld) ("the Act"). The
respondent, the Public Trustee of Queensland, was the administrator in intestacy of
the estate of the deceased. CAG made her claim on the footing that she and the
deceased had been in a de facto relationship which had ceased some time before his
death. She claimed a property adjustment order under Pt 19 of the Act because of
the contributions she had made to that relationship.
[3] The Public Trustee responded to CAG's application with an application to have her
application struck out on the basis that it was commenced after the death of the
deceased, and was, therefore, not authorised by Pt 19 of the Act.
[4] The learned primary judge acceded to the Public Trustee's application, and ordered
that CAG's claim under Pt 19 of the Act be struck out. His Honour struck out the
claim under Pt 19 of the Act on the basis that such a claim was "a statutory right
potentially available against him which ceased on his death."1 His Honour allowed
CAG's application to proceed as an application for equitable relief against the estate
of the deceased to the extent that she may be able to demonstrate payments by her in
respect of the requisition, preservation and maintenance of assets of the estate.
[5] On appeal to this Court, it is argued on CAG's behalf that the right to apply for an
adjustment of property rights under Pt 19 of the Act is a right which survives the
death of the person against whom that right is asserted so that it may be pursued
against that person's estate.
[6] I propose to set out the material provisions of the Act and the salient aspects of the
learned primary judge's reasoning before addressing the arguments advanced on
CAG's behalf.
The Act
[7] The starting point for a consideration of the material provisions of the Act is the
recognition that the provisions of Pt 19 of the Act concerned with the "adjustment of
property interests" stand in marked contrast with the other provisions of that Part of
the Act concerned with the declaration of rights as between de facto partners. The
clear difference is between the declaration of property rights existing at law or
1 LC v The Public Trustee of Qld [2008] QSC 51 at [28].
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3
equity independently of any judicial decision and rights which owe their existence
to the exercise of a judicial discretion to alter the pre-existing rights of the parties.
[8] The provisions of particular relevance in relation to the adjustment of property
rights are contained in s 282 to s 288 of the Act. Those sections are in the following
terms:
"282 Purpose of sdiv 2
(1) The purpose of this subdivision is to ensure a just
and equitable property distribution at the end of a
de facto relationship.
(2) This purpose is achieved by–
(a) providing de facto partners who satisfy the
requirements mentioned in subsubdivision 2
with particular property rights; and
(b) allowing applications to a court for an
adjustment of interests in property.
283 De facto partner may apply
After a de facto relationship has ended, a de facto partner
may apply to a court for an order adjusting interests in the
property of either or both of the de facto partners.
284 De facto partners or child may benefit from adjustment
The application may be for the benefit of either or both of
the de facto partners or a child of the de facto partners.
285 Not affected by other rights
(1) An application may be made under this subdivision
whether or not an application for another remedy or
relief has been made, or may be made, under this
part or another law.
(2) In this section–
law includes a law of the Commonwealth or a State.
286 Court may make property adjustment order
(1) A court may make any order it considers just and
equitable about the property of either or both of the
de facto partners adjusting the interests of the de
facto partners or a child of the de facto partners in
the property.
(2) In deciding what is just and equitable, a court must
consider the matters mentioned in subsubdivision 3.
(3) It does not matter whether the court has declared the
title or rights in the property.
(4) In this section–
adjust, for interests of persons in property, includes
give an interest in the property to a person who had
no previous interest in the property.
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4
Subsubdivision 2 Requirements for property
adjustment proceedings
287 Type of de facto relationship
A court may make a property adjustment order only if it is
satisfied–
(a) the de facto partners have lived together in a de facto
relationship for at least 2 years; or
(b) there is a child of the de facto partners who is under
18 years; or
(c) the de facto partner who applied for the order has
made substantial contributions of the kind mentioned
in section 291 or 292 and failure to make the order
would result in serious injustice to the de facto
partner.
288 Time limit for making application
(1) A court may make a property adjustment order only
if–
(a) the application was made within 2 years after
the day on which the de facto relationship
ended; or
(b) the court has given the applicant leave to
apply.
(2) The court may give leave only if it is satisfied
hardship would result to the applicant or a child of
the de facto partners if leave were not given."
[9] Section 291 and s 292 of the Act identify the contributions which are relevant to a
just and equitable property distribution at the end of a de facto relationship.
[10] Section 315 of the Act makes provision for the effect of the death of a party upon
proceedings which are on foot at that time. It is in the following terms:
"Effect on proceeding of death of party
If a party to a proceeding for a property adjustment order dies before
a final order has been made, a court may make an order if it
considers–
(a) it would have adjusted interests in property if the deceased
party had not died; and
(b) it is still appropriate to adjust the interests despite the death
of the deceased party."
[11] Section 322 and s 323 of the Act are also of some relevance. They provide:
"322 Death of de facto partners irrelevant
A declaration may be made whether or not the person or
either of the persons named by the applicant as a de facto
partner or de facto partners in the de facto relationship is
alive.
323 Effect of declaration
(1) A declaration made by a court has effect as a
judgment of the court.
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5
(2) The persons named in the declaration are taken, as
stated in the declaration, to have had or not to have
had a de facto relationship and to have been or not to
have been de facto partners for this part and the
Acts Interpretation Act 1954, section 32DA, at the
date stated in the declaration, between the dates
stated in the declaration or both.
(3) The declaration–
(a) only has effect for the persons, and for the
date or during the period, stated in it; and
(b) has effect for the purposes of another Act
only to establish whether the persons were,
on the stated date or during the stated period,
de facto partners of each other, as defined in
section 32DA."
The decision below
[12] The learned primary judge summarised the argument put to him on behalf of
CAG as follows:
"Mr Bland submitted that, because the applicant’s relationship with
the deceased had not existed continuously for the two year period
before he died, she did not qualify as a spouse under the Succession
Act and would be left in a legislative limbo were she not capable of
claiming pursuant to s 287(c). She would be left only with her rights
to seek the intervention of equity through a declaration that property
was held for her on a constructive trust; see Baumgartner v
Baumgartner (1987) 164 CLR 137, 149-150. That remedy was the
one intended to be amplified in respect of de facto partners by Pt 19.
Part 19 should be read broadly in his submission to cover people in
the applicant’s position even where they had not commenced
proceedings before the death of the de facto partner against whom
she claimed a property adjustment order."2
[13] His Honour rejected that argument, focusing on the negative implication to be
drawn from s 315 of the Act. His Honour said:
"The first hurdle facing that argument is that the Act does not
provide explicitly that proceedings of this nature may be commenced
against the estate of a deceased de facto partner. Where the
traditional view of the common law had been that such a claim
would constitute a personal right ceasing on the partner’s death, in
the absence of some conclusion to be drawn against that result from
the proper construction of the relevant statute, one might expect the
statute to be rather more forthcoming in making it clear that this
particular right was meant to continue against the deceased’s estate.
To the contrary, s 315 of the Property Law Act provides as follows:
'315 Effect on proceeding of death of party
If a party to a proceeding for a property adjustment
order dies before a final order has been made, a court
may make an order if it considers –
2 [2008] QSC 51 at [17].
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6
(a) it would have adjusted interests in property if
the deceased party had not died; and
(b) it is still appropriate to adjust the interests
despite the death of the deceased party.38
…
38 See also the Succession Act 1981, section 66(1)
(Survival of actions), '…on the death of any person …
all causes of action subsisting against or vested in the
person shall survive against, or, …for the benefit of,
the person’s estate.'.'
An obvious conclusion to be drawn from the form of the section is
that the power in the court to make an order where a de facto partner
dies exists only if that partner was already a party to a proceeding
commenced while he or she was still alive. In other words it may be
treated as an application of the maxim expressio unius est exclusio
alterius (the express mention of one thing is the exclusion of
another); see Skene v Dale at 608 and Scheps v Cobb [2005] NSWSC
455 at [5]. Mr Collins, for the Public Trustee conceded accurately
that that rule of construction must be exercised with caution and
should not be applied if it would bring about a result which the
legislature is unlikely to have intended; see Ainsworth v Criminal
Justice Commission (1992) 175 CLR 564, 575.
When one examines the Queensland Law Reform Commission
Report No 44 on De Facto Relationships, however, the conclusion is
reinforced that the intention expressed there was that only
applications for adjustment of property rights that had already been
commenced were to be allowed to be continued. The progenitor of
s 315 was cl 56 of the Bill proposed in the report. It and the
discussion about it in the Report read as follows:
'56 Effect on proceeding of death of party
(1) If a party to a proceeding for a property
adjustment order dies before a final order has
been made, the proceeding may be continued
by or against the personal representative of
the deceased party.
(2) A court may make an order if it considers
that –
(a) it would have adjusted interests in
property if the deceased party had not
died; and
(b) it is still appropriate to adjust the
interests despite the death of the
deceased party.
(3) The order may be enforced on behalf of or
against the estate of the deceased party.
Provided an application has commenced for an
adjustment of property rights, clause 56 allows the
application to be continued notwithstanding the death of
either of the parties. If the court makes an order altering
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interests in property, clause 56(3) allows that order to be
enforced on behalf of, or against, the estate of the deceased
person. There are equivalent provisions in the New South
Wales, Northern Territory and Victorian legislation.'
(Emphasis added)
Although s 315 was enacted in a slightly different form, its effect
seems to me to be the same taking into account the footnote which
draws attention to s 66(1) of the Succession Act 1981 dealing with
the survival of actions. In my view the appropriate conclusion to
draw from the Law Reform Commission Report is that it was
intended that proceedings could continue against the deceased’s
estate only where they had already commenced. The reference in the
footnote to s 315 to s 66(1) of the Succession Act and to the survival
of subsisting causes of action also needs to be considered against the
background of decisions such as Skene v Dale at 611-612 and King v
King at 255-258 to which I have already referred.
When one considers the form of s 315 it is also significant that it
gives the Court a discretion whether to make an order if a party to the
proceeding dies. It would be anomalous if an application could be
brought against the deceased’s estate, after his death, which would
not be affected by the Court’s ability to exercise such a discretion in
deciding whether to make an order.
It seems to me to follow that s 315 applies to proceedings for
property adjustment already on foot and allows them only to
continue. Section 322 gives a general jurisdiction to make
declarations about the existence or non-existence of de facto
relationships whether or not the partners are still alive, for purposes
not confined to proceedings for property adjustment, but is not
available to enable a proceeding for property adjustment to
commence after the death of a de facto partner."3
The appellant's arguments
[14] The principal challenge to his Honour's reasoning advanced on behalf of
CAG focuses upon s 66 of the Succession Act 1981 (Qld). It provides relevantly
that: "… on the death of any person … all causes of action subsisting against the
person shall survive against … the person's estate …" It is contended in the
appellant's written submissions that the learned primary judge "did not determine
whether the statutory right given by s 283 et seq [of the Act] is a cause of action for
the purposes of s 66 of the Succession Act".
[15] It must be said immediately that this criticism is quite unfair to the learned primary
judge. His Honour expressly directed his attention to the question whether the right
to apply for an adjustment of property rights can be said to be a "cause of action" for
the purposes of s 66 of the Succession Act. In this regard, his Honour said:
"If the right under Pt 19 constituted a cause of action subsisting
against the deceased for the purposes of s 66(1) of the Succession Act
then that subsection provides that it would survive against his estate.
3 [2008] QSC 51 at [18] – [24].
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8
The authorities suggest, however, that this type of statutory remedy
is a personal right not properly described as a cause of action; see
King v King [1974] Qd R 253, 255-258; Skene v Dale [1990] VR
605, 609-610, 611-612 and Read v Nicholls [2004] VSC 66 at [44].
In D’Este v D’Este [1973] Fam 55, 59 in a passage extracted by
Kaye J in Skene v Dale at 611-612, Ormrod J (as he then was)
characterised this issue of the survival of causes of action by saying:
'It seems to me, first of all, in broad principle that the Act
of 1934 was passed to deal with a particular anomalous
ruling or common law rule which had existed for
centuries, and it was directed essentially to that. It seems
to me that one must be extraordinarily cautious in
extending or widening the meaning of the phrase 'cause
of action,' particularly when one is asked to extend it into
a completely different section of the law.
In my judgment, the real answer to this application is
this, that the whole of the matrimonial causes legislation,
right back to 1857, is essentially a personal jurisdiction
arising between parties to the marriage or the children of
the marriage. The death of one or other of the parties to
the litigation has nothing whatever to do with the old
common law rule which was abrogated by the Act of
1934. The fact that these applications abate by death
derives, in my judgment, from the legislation which
created the rights, if they are rightly called 'rights', and
from no other source. If that is correct, then it is not
necessary to examine very closely whether or not the
administratrix in this case has something which could be
called, by any stretch of imagination, a cause of action.'"4
[16] The learned primary judge also referred5 to the extensive discussion by Kenny J of
the Federal Court of Australia of this question of characterisation in Kalejs v
Minister for Justice and Customs.6 It is appropriate to set out the relevant passage
in full:
"The common law distinguished between rights, or causes of action,
that were transmissible from the deceased to his or her legal personal
representative and rights that were not. Prior to the English Law
Reform (Miscellaneous Provisions) Act 1934 (the 1934 Act) and to
its legislative counterparts in other common law jurisdictions, it was
generally accepted that actions in contract sounding in pecuniary
damage, or actions on proprietary rights and the like, were
transmissible, although generally actions in tort were not. The latter
actions were subject to the doctrine expressed in the maxim, action
personalis moritur cum persona (that is, a personal action dies with
the person). This meant that a right of action for tort was brought to
an end by the death of either party: see, for example, Ryan v Davies
4 [2008] QSC 51 at [4] – [5].
5 [2008] QSC 51 at [10].
6 (2001) 111 FCR 442 at 446 – 448 [15] – [21].
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9
Brothers Ltd (1921) 29 CLR 527 at 532; Harris v Lewisham and
Guy's Mental Health NHS Trust [2000] 3 All ER 769 at 774. In the
United Kingdom, the 1934 Act replaced the common law. A
counterpart provision in Victoria is s 29 of the Administration and
Probate Act 1958 (the Victorian Act).
Section 29(1) of the Victorian Act is in the following terms:
'Subject to the provisions of this section, on the death of
any person, all causes of action subsisting against or
vested in him shall survive against or (as the case may
be) for the benefit of his estate:
Provided that this sub-section shall not apply to causes of
action for defamation or seduction or for inducing one
spouse to leave or remain apart from the other.'
This provision corresponds with s 1 of the 1934 Act in England.
Section 29 of the Victorian Act may be rendered applicable to the
present proceedings by s 79 of the Judiciary Act: cf Commissioner of
Stamp Duties (NSW) v Owens (No 2) (1953) 88 CLR 168.
Section 29 of the Victorian Act, like its counterparts elsewhere, was
passed to abolish the common law rule that actions in tort did not
survive for the benefit of, or against, the estate of the deceased. Some
judges have expressed the view, however, that this legislation is
irrelevant to a question of the kind that arises in this case, namely,
whether rights under statute are transmissible or not.
This view is implicit in the reasoning of the Full Court of this Court
in Stephenson v Human Rights and Equal Opportunity Commission
(1996) 68 FCR 290. The Full Court held in Stephenson that a
complaint made to the Commission under the Sex Discrimination Act
1984 (Cth) did not abate on the complainant's death. It reached that
conclusion upon a proper construction of the statute under which the
relevant rights arose. Although Stephenson did not concern an
application for the curial enforcement of a right, the observations of
Wilcox J (with whom Jenkinson and Einfeld JJ agreed), as to how a
matter of this kind should be approached, are apposite to this case.
His Honour stated (at 296-297):
'I do not think that common law rules are relevant to this
case. Those rules were evolved by judges as necessary
ancillaries to substantive common law principles, also
evolved by the judges. They are meaningful only in
relation to the common law actions to which they relate.
Where a right of action is created by statute, guidance
must be sought in the statute itself; a Parliament that
creates a cause of action may ordain as it pleases in
relation to the cause of action's survival on death of a
party. And the same principle applies in relation to a
statutory entitlement that falls short of constituting a
`cause of action', as lawyers use that term, or a statutory
proceeding.
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If the common law rules are irrelevant, it follows that
s 2(1) of the Law Reform (Miscellaneous Provisions) Act
1944 (NSW) is also irrelevant.'
Section 2(1) of the Law Reform (Miscellaneous Provisions) Act 1944
(NSW) is the equivalent of s 29(1) of the Victorian Act.
The Court of Appeal of the Supreme Court of New South Wales
pursued a similar analysis in Fines. The Court of Appeal held in that
case that a statutory right of appeal, again to an administrative
tribunal, in a disciplinary case, which was capable of affecting a
deceased teacher's financial entitlement, was transmissible to his
legal personal representative. The teacher had died before the
determination of the appeal. Mahoney JA stated (at 388-389):
'The question whether statutory rights of this kind are to
survive death depends upon the intention of the
legislature; there does not appear to be any general or
presumptive rule: see Jones v Simes (1890) 43 Ch D 607;
Dean v Wiesengrund [1955] 2 QB 120 and the cases
there referred to; see the discussion of an analogous
question in Mayne v Jaques (1960) 101 CLR 169.
Although in terms the right granted to him by the Act
may be merely a right of appeal, the grant of that right
carried with it the substantive rights, to salary, wages or
allowances and the like, referred to in the [Government
and Related Employees Appeal Tribunal Act 1989
(NSW)]: see, for example, Mayne v Jaques (at 171-172)
per Fullagar J.
...
I see nothing in the terms of the Act or its purposes
which leads to the conclusion that the legislature
intended that, by the (accidental) fact of death pending
the appeal, the right of a member of the teaching service
and his family to have such remuneration should be taken
away. An appeal might be pending for a significant time.
During that time he might not be able to derive income.
If a legislative intention is to be inferred, it is I think that
the right to claim the discretionary allowance of this
should continue notwithstanding his death.'
There are a number of cases in England where the courts have
pursued the same kind of analysis in connection with the curial
enforcement of statutory rights: see Rickless v United Artists
Corporation [1988] QB 40 at 56 and Barder v Caluori [1988] AC 20
at 37.
An alternative approach to the question of the present kind is that
adopted by the English Court of Appeal in Harris and, in Victoria,
by Kaye J in Skene v Dale [1990] VR 605. In the former case, the
English Court of Appeal held that a claim for pecuniary
compensation for discrimination contrary to anti-discrimination
legislation could survive the death of a complainant upon the basis
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that the claim was a 'cause of action within the meaning of the 1934
Act': at 774 per Stuart-Smith LJ; at 776 per Mummery LJ (with Ward
LJ agreeing with both). On this approach, the critical question would
become whether any of the rights formerly vested in Mr Kalejs
constituted a 'cause of action' within the meaning of s 29 of the
Victorian Act. This was also how Kaye J approached the matter in
Skene v Dale at 612-614.
Ultimately, I do not think it matters which is the preferred approach.
If, as a matter of statutory construction, the statutory right is not
transmissible, then it is not a cause of action that survived Mr Kalejs
for the benefit of his estate, within the meaning of s 29(1) of the
Victorian Act."7
[17] The lengthy discussion by Kenny J in Kalejs v Minister for Justice and Customs
serves to make the point that whether or not a right to make an application for relief
under a statute abates upon the death of the person on whom that right is conferred,
depends very much on the terms of the statute in question.8 If one approaches the
question, whether the right to apply under s 283 of the Act for an adjustment of
property rights as between the parties to a de facto relationship is transmissible,
without any presumption in favour of abatement on death, and on the footing that
the question is to be resolved as a matter of the proper construction of the Act
– which is, after all, the source of the right – then there is powerful support for the
view taken by the learned primary judge.
[18] The first point in this regard is, of course, s 315 of the Act. I respectfully agree with
what his Honour has written in relation to the negative implications of s 315. On
CAG's behalf, his Honour's reasoning was criticised as treating s 315 "as a
substantive not merely a procedural regulation where supervening death requires the
proceeding to be reconstituted". But this criticism depends upon the accuracy of the
characterisation of s 315 of the Act as "merely procedural". This intermediary
characterisation of statutory language according to a procedural/substantive
dichotomy is an exercise which is not invited by the legislation. It is an exercise
which affords little assistance in determining whether the Parliament intended an
application under s 283 of the Act to be available to and against the estates of de
facto partners. The simpler, and better, course is to have regard to the language
which Parliament has used and to give effect to that language.
[19] Approached in this way, s 315 does tend to confirm that the right of one party to a
de facto relationship to apply for an adjustment of property rights against the other
party to such a relationship presupposes that each of these parties is alive.
[20] Similarly, the terms of s 322 and s 323 of the Act confirm that, while declarations of
pre-existing rights may be made notwithstanding the death of one of the parties to
the de facto relationship, the possibility of making an order for property adjustment
where one of the parties to the relationship is deceased depends on the operation of
s 315 of the Act.
[21] Next it should be noted that the only right created by s 283 is to make an application
for an adjustment, that is to say, to seek an alteration of existing property rights. If
7 [2008] QSC 51 at [10].
8 See also Barder v Caluori [1988] AC 20 at 37.
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that application is successful, new property rights will be created by judicial
decision, but until that decision is made and the property rights of the parties are
altered, the only relevant right vested in a person who has been a party to a de facto
relationship is a right to make an application. It may be accepted that, in some
statutory contexts, a bare right to apply for discretionary relief can be described as a
"cause of action"; but in the context of the Act that description is distinctly
awkward. The right conferred by s 283 is couched in terms whereby it is
exercisable by "a de facto partner" in relation to the property of "either or both of
the de facto partners". It is impossible to suppose that the right to apply conferred
on a de facto partner by s 283 of the Act could be exercisable by the estate of a
deceased de facto partner; and CAG's Counsel did not suggest otherwise. The
reference to the right of a de facto partner to apply under s 283 of the Act must be to
a living de facto partner. There is no reason evident from the text of the Act to treat
the later reference in s 283 to de facto partners as having a different and more
expansive meaning encompassing deceased de facto partners.
[22] Thirdly, quite apart from the actual text of the legislation, it is also important to
recognise that if the position were otherwise, the remarkable result would ensue that
Pt 19 of the Act, which was intended to provide for the adjustment of property
rights as between de facto spouses, would be given a wider operation than the
provisions of s 79 of the Family Law Act 1975 (Cth) in relation to the adjustment of
property rights which the Act was intended to emulate.
[23] Applications under s 79 of the Family Law Act may be made only by and against
parties to a marriage alive at the date of dissolution. In Skene v Dale,9 Kaye J
explained:
"By s 79(1) of the Family Law Act 1975 the court is empowered to
make orders in respect of the property of the parties to a marriage,
including an order for settlement of property. By sub-s (1A) of s 79 it
is provided that after the death of a party to the proceedings an order
made under the subsection may be enforced on behalf of or against,
as the case may be, the estate of the deceased party. Other express
provisions in the Act relate to proceedings against the estate of a
deceased person. In Sims v Sims (1981) FLC 91-072 the Full Court
of the Family Court considered whether an application for a property
settlement made after a decree nisi for dissolution of the marriage by
a wife and heard but not determined before the husband's death,
abated by reason of the latter's death. Their Honours, at 76,534, said:
'The jurisdiction of this Court is based entirely on statute. Save as
expressly provided, this statute does not confer any general power on
this Court to entertain proceedings against or by the legal personal
representative of a deceased party nor is there power to continue
proceedings after the death of a party by substituting that party's
personal representative as a party in lieu of the deceased party.'
After referring to authorities relating to provisions of the Act, their
Honours continued: 'In summary, a claim under sec 79 is not a 'cause
of action' within the meaning of the Law Reform (Miscellaneous
Provisions) Act 1941. The provisions of the Family Law Act 1975
support the view that, save for specific exceptions, proceedings for
9 [1990] VR 605 at 612 – 614.
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financial relief under the Act must be instituted and completed
during the joint lives of the parties, and there is nothing in this Act
which shows an intention that uncompleted proceedings instituted
during the joint lives of the parties should continue after the death of
one of them.'
The court concluded that the claim of a wife or husband abates upon
the death of the other party.
The authorities to which I have referred were concerned with
maintenance and property proceedings under the provisions of
matrimonial causes statutes, and therefore are unlike the matters to
which Pt IX of the Property Law Act are directed. Yet there are
analogous features of both forms of the statutory provisions. Part IX,
like the matrimonial causes enactments, is concerned with property
matters arising out of a particular form of relationship which exists
or has existed between a male person and a female person. Both
enactments provide (and provided in the case of former matrimonial
causes enactments) procedure whereby the court may determine the
title, right or interest of a party to the relationship in respect of real
property. The title, right or interest of such persons in those
relationships was and is unknown to the common law. Both forms of
enactments do not provide for the commencement of proceedings for
the court's determination of the property right or interest after the
death of one of the parties to the relationship. Consequently the
procedure being personal and derived from statute, the procedural
right of a party to the relationship abates upon death, whether or not
it may be described as a 'cause of action'.
Because of common features of the matrimonial causes enactments
and of Pt IX of the Property Law Act, I consider that the authorities
to which I have referred, in particular D'Este v D'Este and Diamond v
Diamond, are relevant when determining whether a personal right
under Pt IX, which was not claimed by application before the death
of a partner to a de facto relationship, survives by operation of
s 29(1) of the Administration and Probate Act. Consequently, I
consider that in the present case any procedural right which the
plaintiff might have had against Mrs Marks was not subsisting at the
time of her death, and that therefore s 29(1) is not capable of being
invoked in his aid."
[24] The Explanatory Notes which accompanied the enactment of Pt 19 of the Act
stated:
"as the Bill reflects the corresponding provisions of the Family Law
Act 1975 (Cwlth), any court in construing the provisions of the Bill
should have regard to the case law and principles applicable to the
Family Law Act 1975"
and that
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14
"the matters to be considered closely reflect the matters that may be
considered by the Family Court under the Family Law Act 1975
…" 10
[25] If it were the intention of the legislature that the operation of s 283 of the Act is to
extend to claims against deceased de facto spouses, one would expect, not only that
such an intention would be made clear by the text of the Act, but also that the
intention to achieve that result would be announced, with the appropriate fanfare, by
the explanatory notes. Moreover, one would expect that there would have been
some explicit reconciliation between the "family provision" regime in s 41 of the
Succession Act and the property adjustment regime presently under consideration.
On the appellant's view, the two regimes would have an overlapping operation. At
the very least, one would expect some recognition of that overlapping operation.
[26] It should also be noted that the Queensland Parliament enacted Pt 19 of the Act after
the decision of Kaye J in Skene v Dale had expounded an analogous Victorian
statute. Kaye J had held that the Victorian analogue of s 283 of the Act does not
enable the surviving partner of a "de facto" relationship to apply for relief after the
death of the other. The Victorian analogue of s 283 provided that a "de facto"
partner may apply for an order for the adjustment of interests with respect to the real
property of one or both of the "de facto" partners.11
[27] It is inconceivable that the Queensland legislature intended to achieve a result
different from that reached by the compelling reasoning of Kaye J, but failed to use
language materially different from that discussed by Kaye J in order to achieve that
result.12
Conclusion and orders
[28] In my respectful opinion, the decision of the learned primary judge was clearly
correct.
[29] The appeal should be dismissed with costs.
[30] FRASER JA: The question in this appeal is whether a de facto partner may apply
for a property adjustment order under Part 19 of the Property Law Act 1974 (Qld)
after the death of the other de facto partner.
[31] The primary judge held that the right to make such a claim was a statutory right
potentially available against the other de facto partner which ceased on that de facto
partner’s death. 13
[32] I have had the advantage of reading the reasons given by Keane JA for his Honour’s
conclusion that the primary judge was clearly correct. I agree with those reasons
and with his Honour’s conclusion.
[33] Keane JA’s reasons explain the context in which the question arises and set out the
relevant statutory provisions and passages from the primary judge’s reasons. I will
10 Explanatory Notes, Property Law Amendment Bill 1999 at 10 – 12.
11 [1990] VR 605 at 607.
12 It may also be noted that the Queensland Law Reform Commission Report No 44 which led to the
enactment of Pt 19 of the Act referred to the provisions of the Victorian legislation, but expressed no
dissatisfaction with the decision in Skene v Dale.
13 LC v The Public Trustee of Qld [2008] QSC 51
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15
therefore repeat those matters only to the extent that it is necessary to explain my
additional reasons for dismissing the appeal.
[34] Subdivision 2 of Division 4 of Part 19 of the Property Law Act 1974 (Qld) ("PLA")
empowers courts to make orders adjusting the interests of de facto partners or a
child of them in the property of either or both de facto partners. Subsection 282(1)
of the PLA provides that the purpose of subdivision 2 is to ensure a just and
equitable property distribution at the end of a de facto relationship. Section 283
provides:
“283 De facto partner may apply
After a de facto relationship has ended, a de facto
partner may apply to a court for an order adjusting
interests in the property of either or both of the de facto
partners.”
[35] Section 286 provides:
“286 Court may make property adjustment order
(1) A court may make any order it considers just and
equitable about the property of either or both of the de
facto partners adjusting the interests of the de facto
partners or a child of the de facto partners in the
property.
(2) In deciding what is just and equitable, a court must
consider the matters mentioned in subsubdivision 3.
[Subsubdivision 3 (Matters for consideration in
deciding what is just and equitable)]
(3) It does not matter whether the court has declared the
title or rights in the property.
(4) In this section—
adjust, for interests of persons in property, includes
give an interest in the property to a person who had no
previous interest in the property.”
[36] Section 315, which is of particular importance here, is reproduced in the primary
judge’s reasons set out below.
[37] The appellant claimed that JM was her de facto partner for a period that ended some
time before he died. After JM died, the appellant filed an originating application
claiming against the respondent, as the personal representative of the deceased’s
estate, a property adjustment order "adjusting interests in the property of [JM],
deceased, intestate”.
[38] The primary judge’s reasons for construing s 283 as not comprehending
applications made after the death of a de facto partner included the following:
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16
“[18] The first hurdle facing that argument is that the Act does not
provide explicitly that proceedings of this nature may be
commenced against the estate of a deceased de facto partner.
Where the traditional view of the common law had been that
such a claim would constitute a personal right ceasing on the
partner’s death, in the absence of some conclusion to be
drawn against that result from the proper construction of the
relevant statute, one might expect the statute to be rather
more forthcoming in making it clear that this particular right
was meant to continue against the deceased’s estate.
[19] To the contrary, s. 315 of the Property Law Act provides as
follows:
"315 Effect on proceeding of death of party
If a party to a proceeding for a property
adjustment order dies before a final order has
been made, a court may make an order if it
considers –
(a) it would have adjusted
interests in property if the
deceased party had not died;
and
(b) it is still appropriate to adjust
the interests despite the death
of the deceased party.
[See also the Succession Act
1981, section 66(1) (Survival
of actions), ‘…on the death of
any person … all causes of
action subsisting against or
vested in the person shall
survive against, or, …for the
benefit of, the person’s
estate.’ ]"
[20] An obvious conclusion to be drawn from the form of the
section is that the power in the court to make an order where
a de facto partner dies exists only if that partner was already
a party to a proceeding commenced while he or she was still
alive. In other words it may be treated as an application of
the maxim expressio unius est exclusio alterius (the express
mention of one thing is the exclusion of another); see Skene
v Dale at 608 and Scheps v Cobb [2005] NSWSC 455 at [5].
Mr Collins, for the Public Trustee conceded accurately that
that rule of construction must be exercised with caution and
should not be applied if it would bring about a result which
the legislature is unlikely to have intended; see Ainsworth v
Criminal Justice Commission (1992) 175 CLR 564, 575.
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17
[21] When one examines the Queensland Law Reform
Commission Report No 44 on De Facto Relationships,
however, the conclusion is reinforced that the intention
expressed there was that only applications for adjustment of
property rights that had already been commenced were to be
allowed to be continued. The progenitor of s. 315 was cl. 56
of the Bill proposed in the report. It and the discussion about
it in the Report read as follows:
"56. Effect on proceeding of death of party
(1) If a party to a proceeding for a
property adjustment order dies before
a final order has been made, the
proceeding may be continued by or
against the personal representative of
the deceased party.
(2) A court may make an order if it
considers that –
(a) it would have adjusted
interests in property if the
deceased party had not died;
and
(b) it is still appropriate to adjust
the interests despite the death
of the deceased party.
(3) The order may be enforced on behalf
of or against the estate of the
deceased party.
Provided an application has commenced for an
adjustment of property rights, clause 56 allows the
application to be continued notwithstanding the
death of either of the parties. If the court makes an
order altering interests in property, clause 56(3)
allows that order to be enforced on behalf of, or
against, the estate of the deceased person. There are
equivalent provisions in the New South Wales,
Northern Territory and Victorian legislation.”
(Emphasis added.)
[22] Although s. 315 was enacted in a slightly different form, its
effect seems to me to be the same taking into account the
footnote which draws attention to s. 66(1) of the Succession
Act 1981 dealing with the survival of actions. In my view
the appropriate conclusion to draw from the Law Reform
Commission Report is that it was intended that proceedings
could continue against the deceased’s estate only where they
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18
had already commenced. The reference in the footnote to
s. 315 to s. 66(1) of the Succession Act and to the survival of
subsisting causes of action also needs to be considered
against the background of decisions such as Skene v Dale at
611-612 and King v King at 255-258 to which I have already
referred.”
[39] Section 283, like s 286(1), operates with reference to "the property of either or both
of the de facto partners”. That expression is not apt to include property that, upon
the death of a de facto partner, has devolved to and vested in the Public Trustee by
force of s 45 of the Succession Act 1981(Qld). The problem is exposed by the terms
of the appellant’s claim, which seeks an order "adjusting interests in the property of
[JM], deceased, intestate”. As Kaye J held in Skene v Dale14 in relation to similar
statutory provisions, upon a literal construction of s 283 it does not authorise an
application about the property of the personal representative of a deceased de facto
partner.
[40] Of course the literal meaning of a statutory provision is not necessarily its proper
construction, but paragraphs 19 – 22 of the primary judge’s reasons persuasively
support the unsurprising conclusion that the proper construction of s 283 accords
with its literal meaning.
[41] The appellant contends that the primary judge erred by assuming, in paragraph 18 of
his Honour’s reasons, that the right to apply conferred by s 283 would abate on
death unless there were some indication to the contrary. Putting aside any such
assumption, however, it remains the case that the legislative purpose, the statutory
context and the literal meaning all point in the same direction: s 283 does not
authorise an application about the property of the personal representative of a
deceased de facto partner.
[42] An important factor in the primary judge’s reasoning was the conclusion that the
fact that s 315 confers power to make orders against a deceased de facto partner
only where that partner was a party to a proceeding commenced while he or she was
still alive tells against the existence of an unlimited power to make such orders. The
appellant seeks to avoid that implication by her contention that s 315 is merely, as it
was put by her senior counsel, a "procedural regulation where supervening death
requires the proceeding to be reconstituted".
[43] There was no need for the legislature to enact any “procedural regulation” of the
kind upon which the appellant’s contention is premised because the necessary
procedure has long been provided in the rules of court.15 Consistently with the
presence of that long standing form of regulation, s 315 does not in fact specify any
“procedure” to be adopted as a result of a death occurring after the commencement
of an application. Rather, it defines the approach the court is required to adopt
when it is deciding whether or not to make a property adjustment order.
[44] That is relevant to another feature of the statutory scheme that provides powerful
support for the primary judge’s conclusion: the statutory criteria with reference to
14 Skene v Dale [1990] VR 605 at 614.
15 When Part 19 of the PLA was enacted the procedural rules governing amendments to the title of
existing proceedings consequent upon the death of a party were contained in UCPR, r 72.
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19
which an application under s 283 must be considered imply that both de facto
partners remain alive when the property adjustment order is made.
[45] In deciding what order is "just and equitable" s 286(2) requires the court to consider
a variety of matters, including the financial and non-financial contributions made by
or for the de facto partners or a child of those partners (s 291) and the contributions
made by those persons to the welfare of the de facto partners or their family (s 292).
[46] More importantly for present purposes, other criteria focus upon the present and
future financial position and personal welfare of each of the de facto partners. Thus
s 293 requires the court to consider the effect of any proposed order on the earning
capacity of the de facto partner. Similarly, amongst the matters that s 296 requires
the court to consider to the extent that they are relevant in deciding what order is
just and equitable are: "the age and state of health of each of the de facto partners"
(s 297); their income, property and financial resources and capacity for appropriate
gainful employment (s 298); whether either de facto partner has the care of a child
of the de facto partners (s 299); the de facto partners' commitments (s 300); the
responsibilities of either of them to support another person (s 301); and, if the
de facto partners have separated, "what standard of living is reasonable for each of
them" (s 303). Those criteria are capable of sensible application only upon the
premise that both de facto partners are alive.
[47] Nor, contrary to a submission made for the appellant, does s 315 detract from the
resulting implication that s 283 only authorises an application for a property
adjustment order where both parties are alive when the application is made. As I
mentioned earlier, where s 315 applies it defines the approach that the court is
required to adopt when it is deciding whether or not to make a property adjustment
order. In that exceptional case, s 315(a) requires the court to embark upon the
hypothetical exercise of determining whether or not it would have made a property
adjustment order “if the deceased partner had not died”. Thus s 315 operates in a
way that is consistent with the statutory command in s 286(2) that, in deciding what
is just and equitable, the court “must” consider criteria which are premised upon
both de facto partners being alive. However, s 283, which the appellant must
invoke to justify her application, plainly does not permit the court to adopt the
special hypothesis exceptionally required by s 315.
[48] The clear implication is that, other than for the exceptional case in which s 315
applies, an application for a property adjustment order must be determined during
the joint lives of the de facto partners.16 That being so, s 283 should not be
construed as authorising the making of an application for a property adjustment
order after the death of either of the de facto partners.
[49] I agree with the orders proposed by Keane JA.
16 Similar features of analogous statutory schemes have been held to justify similar implications: see
per Kaye J in Skene v Dale [1990] VR 605 at 611 – 613, and cases cited by his Honour, particularly
D’Este v D’Este [1973] Fam 55 and Sims v Sims [1981] FLC 91-072 at 76, 534.
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Official source: https://www.sclqld.org.au/caselaw/QCA/2008/252