Brown, Re; Re Brown [1991] QSC 352
IN
THE
SUPREME
COURT
OF QUEENSLAND
O.S.
No.
949
of
1991
Before
Mr
Justice
Derrington
Counsel:
Solicitors:
IN
THE MATTER
of
the
Succession
Act
1981-1987
-
and-
IN
THE MATTER
of the Estate of
William
Moreton
Brown
also
known
as
William
Morton
Brown
late
of
11
Forest
Avenue
Molendinar
inthe State of
Queensland,Businessman, Deceased
Intestate
-
and
-
IN
THE
MATTER
of
an
Application
by
Russell
Peter
Brown,
Debra
Ann
Brown,
James Morton
Brown
and
rodney William
Brown
under
Part
IV
of the
said
Act
JUDGMENT
- DERRINGTON
J.
Delivered the
11th
day
of
December,
1991
Mr.
North
for the Appellant.
Mr.
Kelly
for the
Respondent/Public Trustee.
Mr.
Halliday for the
Respondent/Widow.
Biggs
&
Biggs
t/a
for Short
Punch
&
Greatorix forthe Appellant.
Official Solicitor to the Public Trustee.
Chan &
Coutts for the
Respondent/Widow.
Hearing dates: 25th November, 1991
-- 1 of 19 --
IN THE SUPREME COURT
OF QUEENSLAND
O.S.
No. 949
of
1991
IN
THE MATTER
of the Succession
Act 1981-1987
-
and-
IN
THE MATTER
of the Estate of
William Moreton
Brown
also
known
as William Morton
Brown
late
of
11
Forest
Avenue
Molendinar
in
the
State of
Queensland,
Businessman, Deceased
Intestate
-
and
-
IN
THE MATTER
of
an
Application
by
Russell
Peter
Brown,
Debra
Ann
Brown,
James Moreton
Brown
and
rodney
William
Brown
under
Part
IV
of the
said
Act
JUDGMENT
-
DERRINGTON
J.
Delivered the 11th
day
of
December,
1991
This
is
an
appeal
from
an
order
of the
Master
striking
out
an
application
brought
by
the four
adult children of the
abovenamed
deceased
who
died
intestate
on
3
July,
1991.
The
Master
acted
under
Practice
Direction
No.
7/1982 which
provides
as
follows:-
"1. Applications
under
the
above
Part are
made
by
originating
summons.
On
the
first
return date,
by
the
practice of
the
Court,
that
summons
is
treated
as
a
summons
for directions
and
must
in
Brisbane
be
brought
before
a
Master
in
Chambers.
The
consent
of
all
parties
is
not required
under
O
86,
r
1(a)(x)
as
it
is
not
a
'hearing
and
determination'
of
the
application
itself:
see
O
64,
rr
1 (11
),
1C, 1D,
2.
2.
The
applicant
should
show a
prima
facie
case
that
he
or
she
is
an
'applicant'
as defined
and
is
otherwise
entitled
to
bring
the
application
...
"
-- 2 of 19 --
2
'
The
order to strike out the application
was made under O. 22
r.
1
of the Rules of the
Supreme
Court which enables
a
Master to
strike out
a
pleading as disclosing
no
reasonable cause of
action,
a summons
in
an
application
such
as
this
being within the
description of
a
pleading.
It is
argued by
the appellants that
the
Master purported
to act
under
the
above
practice direction,
which,
not being
a
rule of court,
cannot
invest jurisdiction to
strike
out
an
application.
That
the Master acted
correctly in
applying
O. 1 22
r.
1
is
demonstrated
by
her reference to
a
citation referring precisely to that point
and
then
finding, in
terms
of the rule, that
there
was
"no
reasonable
cause
of action
revealed
by
the applicants".
Cf. Glover v.
The
Executor
of
the Estate of Marstella
(unreported
-
1988
O.S.
831/1987
Full
Court
24
November,
1988).
It
then follows
that
the standards
which
have been
established
by
authorities relating to the
striking
9ut of
a
claim before the hearing
should
have
application,
that
is,
that
it
must
be
"plain
and
obvious"
that
there
is
no
reasonable claim:
Hubbuck &
Sons
v. Wilkinson
Heywood &
Clark [1899]
1
Q.B.
86, 91;
Dey
v.
Victorian
Railways
Commissioners
(1949)
78 C.L.R.
62, 84;
Anglo-Pacific
Trading
Co.
Pty Ltd
v.
Steadfast
Insurance
Co.
Ltd
[1955]
V.L.R.
228,
237.
As
Dixon
J.
(as
he
then
was)
said in
Dey
v. Victorian
Railways
Commissioners
at
p.
91; the
power
conferred
"is
not
to
be
used
in
cases
of
doubt
or
difficulty
or
where
the
pleading
raises
a
debateable question
of
law".
(
See
also
General
Steel Industries
v.
Commissioner
for
Railways (N.S.W.)
(1964)
112
C.L.R. 125
at
129-130;
Sinclair
v.
Murphy
Ores
Incorporated
(1978)
Qd. R.
239
at
240.)
However
in
that
same
case
Latham
C.J.
-- 3 of 19 --
3
said at 84-85 that he did not agree with the view that the rule
should be used only in easy cases. Where there is opportunity
for full argument and full consideration of the question raised
and the court reaches a clear decision which could not be altered
by any evidence which could be adduced at the trial, then it is
proper in the interests of both parties to dismiss the action
instead of allowing the parties to incur completely useless
expense. In Anglo-Pacific Trading, O'Bryan J. said: "If the
matter is clear, then the parties should know as soon as possible
what the issues are and unnecessary expense should not be
incurred in the preparation of the case for trial, to meet issues
which cannot afford an answer to the defence".
These then are the parameters of the appropriate measure.
On one side the court will dispose of a matter which is within
its competence where it can be clearly seen from.the material
that there is no foundation for a claim; but on the other side
it will not take the serious step of striking out the claim
unless the position is quite clear. In the application of these
principles and standards to the present case, any arguable facts
must be assumed to be resolved in favour of the applicants, for
in this respect the proceeding is much the same as a demurrer.
The statement of facts which follows will be presented upon that
basis.
The value of the estate of the deceased was of the order of
$700,000.00. He left surviving him his adult children, a
daughter and three sons, who were the children of his first
marriage, and his second wife whom he married less than two
-- 4 of 19 --
4
months before his death.
They were married in the Philippines
where he died unexpectedly.
Some
attempt
was made
to raise questions as to the quality
of this
marriage for although nothing
is
suggested against the
lady
herself there
is
evidence
that
the deceased enjoyed
relationships
with
a
number
of
women
of doubtful character
between
the death of his
first
wife
and
his
second marriage.
Evidence
of
this
nature
is
quite
impermissible
if it
is
intended
to reflect
upon
the
widow.
Learned
counsel
for the appellants
argued
that
although the evidence
carried
no
allegations
it
was
desired to investigate
her character
and
the circumstances
of her
marriage
to the
deceased.
That
cannot help the case of the appellants
except
that in
the
somewhat
unusual circumstances
of the
marriage,
when
it
comes
to
assessing
whether the deceased
made
adequate
provision for the
proper
maintenance
and
support
of
his
children,
all
the relevant
surrounding circumstances
must
be
taken
into
account. That
includes
any
competing
obligation
which he
may
have
to his
widow,
which
in turn
would depend
upon
the circumstances
of the
marriage
including the duration of the
marriage
and
co-habitation:
In
re
Lawford (1954)
N.Z.L.R.
1142,
1144.
If
the
widow
were
to
have
no
competing
claim
of
any
serious nature,
then the question
as
to
what
is
proper
for
the support
for
his
children
might be
viewed
differently
from
that
where
the
available
estate
is
reduced
by
reason
of
the
competing
claim.
For
the
purposes
of
the present
appeal,
although
it
is
probably
too favourable
to
the
appellants,
it
must be
assumed
that
the
obligation of
the
deceased
to his
widow
was
of
little
significance
so
that
-- 5 of 19 --
5
substantially the entirety of his estate should be regarded as
available to
answer the claim of the applicants;
and
it
is in
that context that
it
is
necessary to decide whether the support
which
the appellants are to inherit
under the intestacy
can be
regarded as proper in
all
the circumstances.
This
identifies
the
essential issue in this
matter
because
on
the evidence
all
of the appellants
save one have modestly
substantial estates
of
their
own
and
they
are
all
in
good
health
and
capable
of
earning
a
reasonable
livelihood.
Under
the
intestacy the
widow
takes one-third of
the
estate
and
the
appellants shared the
remaining
two-thirds equally
between
them,
which
means
that
the
widow
will
receive
about $240,000.00
and
each
of the appellants
will
receive
about $110,000.00.
It
is
perhaps
desirable to
set
out
a
short
account
of the
circumstances
of
each
of the appellants apart
from
this
inheritance.
James
Moreton
Brown
is
divorced
from
his
wife
and
has one
dependent
child
aged
five years.
Weekly
he
receives
a
defence
forces'
pension
of
$267.00,
a
disability
pension
of
$10.20 and
rental
from
a
house
property
of
$185.
00.
He
pays $50.
00
per
week
maintenance
for
his child
and
claims
personal
living
expenses
of
about
$200.
00
per
week.
He
owns
and
_operates
a
trucking
business
which
last
year
sustained
a
loss
of
$82,195.00
and
has
a
surplus
of
liabilities
over
assets,,,~of
about $80,000.00.
-,
Russell
Brown
is
aged
38
years
and
is
an employee
of the
Western
Australian
Government.
He
supports
his
wife
and
two
children
aged
six
and
three
years
respectively.
Including
his
house and
car
and
cash,
he has
a
surplus
of assets
over
liabilities
of
about $125,000.00.
However
those
liabilities
-- 6 of 19 --
6
include a mortgage and other debts of about $16,500.00 while his
liquid assets, including money in a property trust, are about
$8,000.00.
Rodney Brown is unmarried and works as a Commonwealth Public
Servant with an annual salary of $31,150.00. He has a surplus
of assets over liabilities of about $115,000.00. These include
his own residence and a motor vehicle, but his liabilities
include a mortgage on his house and debts upon his car and other
debts amounting in all to $33,500.00 while his liquid assets,
including superannuation entitlement amount to about $10,000.00.
Debra Brown is unmarried and aged 30 years. She has been
employed by the Gold Coast City Council for 12 years. She has
a surplus of assets over liabilities of about $130,000.00. Apart
from the house, in which she lives with a companion, and an old
car, she owns a unit worth about $82,000.00 and has a bank
account of about $4,000.00. However she owes $43,000.00 upon the
unit and has a further debt of $5, 000. 00. Her income is
$23,252.00 from her employment and $130. 00 per week from the
rental of the unit when it is tenanted.
In summary, with the exception of James Moreton Brown, whose
net position is one of debt and whose income is not very
substantial, the appellants have reasonably secure employment and
a net asset surplus over liabilities of between $115,000.00 to
$130,000.00. However, for the most part their assets consist of
their respective homes and cars, and they mostly have debts
exceeding their current liquid assets. Conversely, as it has
been explained above, on the distribution of the estate of the
deceased in intestacy each will also receive about $110,000.00.
-- 7 of 19 --
7
The
evidence of the appellants is that they assisted the
deceased
when
they were
children in his
farming
activities,
and
in their later
years
at
school they had
casual part-time
work
the
wages from which was
used
to assist
with the costs of their
education
and upkeep;
but of course the deceased otherwise
provided
them
all
with
a
good
education
and
their
upkeep while
they
needed
it.
This
is
generally consistent with
what
is
found
in the case of children in
farming
families.
They
also
say
that
when
the
deceased
began
to acquire properties for rental or
resale,
they
contributed
some
assistance in the cleaning
and
restoring of
those
properties to his financial benefit.
Rodney
and
Russell both
also
say
that
they
assisted
the
deceased
in
finding
and managing
investment property
in
Western
Australia.
Debra
also assisted
the
deceased
by
providing household
help
during the
illness
and
after
the
death of her
mother.
The
appellants also
seek
to
introduce
a
further
consideration,
that
is,
the
substantial extent
to
which
the
evidence
indicates
that their late
mother's
efforts
contributed
to
the
estate
of the
deceased. Support
for
this
is
claimed
to
be
provided
by Henry Cunningham
(deceased)
Cunningham
v.
Cunningham
(1936)
N.Z.L.R.
(Law
Journal
Supplement)
s.
69
at
s.
71.
In
that
case
it
was
certainly
said in
a
single-Judge
decision
that
the
children of the
first
marriage
were
entitled
to rely
upon
some
moral
claim
arising
out
of the
efforts
of
their
mother
in contributing
to
the
testator's
estate.
However
on
that
occasion
it
was
invoked
as
a
factor
operating
against
the
claim
of the
widow
from
the
second
marriage
of the
testator,
and
it
is
not necessarily convertible
to
the present
situation
where
the
-- 8 of 19 --
8
issue is the quality of the support which the deceased should
have provided to his children. Further the appellants have
benefited
from
the estate of their late
mother
in
about the
sum
of about $11,000.00 each, which has been included in the assets
of
each summarised above.
Although
the
validity of this factor
is
arguable,
this is
not the place
to
determine
it
in
the circumstances
of
this
case.
It
should
therefore
be assumed
that the
efforts
of
their
mother
in assisting
the
deceased
in
the
amassing
of his estate
should
be
taken
into
account
in
evaluating the
moral
claims
of the
appellants
on
the issue as
to
what
is
the proper
level of
support
for
them which
a
wise and
just
father
would
provide
from
his
estate.
There
is
one
other matter
which
deserves
attention.
After
the
death
of his
first
wife
and
before
his
remarriage
the
deceased
had
made
a
will
leaving
his entire estate
equally
between
the four
appellants,
but
that will
was
revoked
by
his
later
marriage. Nevertheless
it
manifests
his
general
disposition
towards
them
and
his
recognition of
some
obligation
towards
them.
It
is
true
that
after
his
marriage
he
may
have
been
content
to
allow
the
rules
of
distribution
upon
intestacy
to
operate,
at
least
temporarily,
so
as
to
provide adequately
for
his
new
wife, but the
relatively
short
period
between
his
remarriage
and
his
death
makes
it
difficult
to feel
assured
of
this,
rather
than
that
he
may
not
have had
the opportunity
to
consider the matter
adequately
or
to
do
anything
about
it.
The
effect
of
this
is
to
reduce
the
usual
reluctance of the court
to
inter£
ere
with
the
distribution
when
the
claimants
are
adult
-- 9 of 19 --
9
children in reasonable circumstances, but
it still
does not open
the
way
for the court to effect
a
distribution as
it
would wish.
The sum
of
$110,000.00 approximately which each of the
appellants will
now
receive
on
the distribution
under
intestacy
will certainly effect
a
significant
improvement
to their
respective present financial positions,
so
that
each
will
be
more
secure
and
comfortable than
is
already the case.
The
exception
of course
is
James Moreton
Brown.
On
the evidence
his
entitlement
will
provide
him
with
little
in excess
of his
deficit,
but
that is
not the
complete
picture for
it
is
likely
that
the
injection
of
such an
amount
of
cash
into his
trucking
business
will
be
of greater benefit to
him
than
would
appear
from
the
mere
calculation
of figures.
Nevertheless
on
the
evidence
his position
is
still
fairly
tenuous
and
insecure
and he
should
have
his
chance
to
pursue
his
claim
that
although
some
provision
has been
made
for
him,
it
is
not proper
in
the circumstances
out
of
respect for the Master's
decision,
it
should be added
that
the
material
upon
which
it
was
made
did not
satisfactorily
indicate
the serious financial plight
of
this
party.
While
it
is
correct
to
have
regard
to
the
extent
to
which
the
present entitlement of the appellants
will
improve
their
position,
it
is
also
necessary
to
have
regard
to
the
extent to
which
that
position
could
be
further
improved
out
of the
estate
by
an
order
of
this
Court.
If
as the
result
of
such an
order the
widow
were
to
be
left
with nothing
out
of
the
estate,
a
contingency
which
is
highly
unlikely,
then
if
the
appellants
were
to
benefit
equally,
e~ch would
receive
a
further
$60,000.00
only
which
means
that
each
would
receive
$170,000.00
instead of
-- 10 of 19 --
10
$110,000.00. This further
means
that in respect of the
appellants other than
James Moreton
Brown
the average net asset
surplus
would
increase
from about $235,000.00
to
about
$295,000.00. Further, the benefit
which
the others
might
receive
would be
less
if
James Moreton
Brown
were
to receive special
treatment.
For example,
if
he were
to receive
a
special grant
of
$100,000.00, and
the balance
were
then
to
be
divided equally
between
them
with nothing going
to
the
widow,
then the four
appellants
could then expect only
an
additional
$35,000.00 each.
The
court's jurisdiction
under
s.
41
of the Succession
Act
1981
to grant
relief is
limited to
the case
where
the
intestate
has
failed
to
provide adequately for the claimant's
proper
maintenance
and
support, but as
it
has been
explained,
what
is
proper
maintenance and
support
may
well vary
from
case
to
case
depending
upon
the
size
of the
estate.
In the case
of
very
substantial estates,
it
is felt
that
a
higher standard
of
comfort
and
security
may
be
necessary
in
order
that
the
maintenance
and
support
be
proper.
However
there
is
a
limit
upon
this.
The
principles
are,
with
respect,
very well analysed
and
stated
in
the
following passage
from
In
the
Will
of Alfred
Michael Anderson
(O.S.
No. 414
of
1981
Supreme
Court
of
Queensland
(Kelly
J.)
30
May , 1 9 8 4 ) : -
"
The
matter
which
first
requires consideration
is
whether adequate
provision
has
not
been
made
from
the
estate
for the
proper
maintenance and
support
of the
respective applicants.
The
estate
is
very
large
and
it
is
clear
from
the
authorities that
the
size of
the
estate
is
a
material consideration: see, for
example,
Bosch
v.
Perpetual Trustee
Co.
(1938)
A.C.
463,
at
p.
478;
Blore v.
Lang
(1960)
104
C.L.R. 124,
at
p.
128;
Pontifical
Society
for
the
Propagation
of the
Faith
v.
Scales
(1961-1962)
107
C.L.R.
9,
at
p.
19;
Re
Bodman
(1972)
Qd. R.
281,
at
p.
284;
Re
Buckland,
-- 11 of 19 --
11
deceased (1966) V.R. 404,
at
p. 415;
Kleinig v. Neal
(1981) 2
N.S.W.L.R. 532,
at
p. 540.
In
Re
Buckland, deceased (supra),
at
p. 415,
Adam
J. said:-
I
consider the proper conclusion to
be
drawn from
the authorities is that
the
court's jurisdiction,
whatever
the size of
the estate, is
limited
by
the claimant's
need
for
maintenance and
support; but
that
the
maintenance
and
support to
which he
or
she
may
for
this
purpose be
treated
as
needing
is
that
appropriate to his or her
station or
condition
in
life.
For
a
child,
particularly
a
dependant daughter of
an
exceptionally
wealthy
father, the standard
of
maintenance
may
justly
be
set
high
ensuring
a
degree
of
comfort
and freedom
from
anxiety for
the future
which
for
those
not
so circumstanced
might
well
seem
somewhat
extravagant, but
it
should
fairly
come
within the
conception
of
maintenance
and
support.
The
greater
the
estate
the
more
may
contingencies,
even remote
contingencies
which
may
arise
in the future,
be provided
for in the
assessment
of
such
maintenance.
'
In Kleinig
v. Neal
(supra),
at
p.
540,
Holland
J.
said:
'One
of the
circumstances
must
be
the
size
of
the
testator's
estate
because
a man
cannot be expected
to
give
what
he
cannot
afford but,
if
he
can
well
afford
it,
he
should provide adequately
for
those for
whom
the
statute
expects
him
to provide.'
At
pp.
540-541
the learned
judge
said:
In
my
opinion,
there
is
nothing
in
the
terms
of the
statute or in
the statement
in
Bosch's
case
[1938]
A.C.
463,
of the
approach
which
the
statute
as
there
interpreted requires the court
to
make
to
each
individual
case
that
compels
the court
to
take
a
narrow
view
of
what
may
be
permitted
to
constitute
in
an
applicant
a
need
for
provision for
maintenance,
education
or
advancement
in
life.
Nor
do
I
think there
is
any
warrant
for
isolating
the
question
of
the
existence of
a
need
from
a
consideration of the
size
of
a
testator's
estate.
If
the court
is
to
make a
judgment
as
to
what
a
wise
and
just testator
ought
to
have
done
in
all
the
circumstances
of the
-- 12 of 19 --
12
case, it could not be right to ignore that
the particular testator was a wealthy man in
considering what he ought to have done for
his widow or children in making provision
for their maintenance, education or
advancement in life. There are different
levels of need for such things. In the case
of maintenance and advancement in life they
can range from bare subsistence up to
anything short of sheer luxury. A desire to
improve one's standard of living or a desire
to fulfil one's ambition for a career or to
make the fullest use of one's skills and
abilities in a trade or business, if
hindered or frustrated by the lack of the
financial means required for the fulfilment
of such desire or ambition, presents a need
for such assistance and it would seem to me
that it is open to a court to say, in the
case of a wealthy spouse or parent who could
have but has failed to provide such
financial assistance, that as a wise and
just spouse or parent he ought to have done
so and to find, therefore, that in the
circumstances of that case the will has
failed to make adequate provision for the
proper maintenance and advancement in life
of the spouse or children who had such
need.'
The approach which should be adopted in the case
of an adult son has been the subject of a number of
pronouncements by the courts. In a much-cited
passage, Fullagar J. in In re Sinnott (1948) V.L.R.
279, at p. 280 said:
No special principle is to be applied
in the case of an adult son. But the
approach of the court must be different. In
the case of a widow or an infant child, the
court is dealing with one who is prima facie
dependent on the testator and prima facie
has a claim to be maintained and supported.
But an adult son is, I think, prima facie
able to "maintain and support" himself, and
some special need or some special claim
must, generally speaking, be shown to
justify intervention by the court under the
Act.' ·
In their joint judgment in Mccosker v. Mccosker
(1957) 97 C.L.R. 556, at p. 576, Dixon C.J. and
Williams J. said:
'The broad proposition that an able-bodied
son able to maintain himself in the future
-- 13 of 19 --
13
exactly as he has done
in the past cannot
hope
to
succeed
in
an
application
made
under
the Act cannot be sustained.
Each case must
depend on
its
own
circumstances.
The
claim
of such
a
son
may
well have
to
be
relegated
to
a
low
order of priority
where
there are
other
competing claims, such as those of
a
widow
or
unmarried daughters,
and
the
estate
is
of insufficient
value
to
meet them
all.
The
present contest
is
between persons
all
of
whom
are able-bodied sons and
the
estate
is
of considerable value.'
In Scales'
Case
(supra),
at
p. 19, Dixon
C.J. said:
'The
"proper" maintenance and
support of
a
son
claiming
a
statutory
provision
must be
relative to his
age, sex,
condition
and
mode
of
life
and
situation
generally.
What
is
"adequate"
must
be
relative
not only
to his
needs
but
to his
own
capacity
and
resources
for
meeting
them. There
is
then
a
relation
to
be
considered
between
these matters
on
the
one hand, and
on
the
other, the nature,
extent
and
character
of the
estate
and
the
other
demands
upon
it,
and
also
what
the
testator
regarded as
superior
claims
or
preferable
dispositions.'
In the
same
case,
at
p.
24,
Taylor
J.
in
a
dissenting
judgment
said:-
Cases such
as In
re Sinnott
(1948) V.L.R.
279; Mccosker
v.
Mccosker (1957)
97
C.L.R.
566;
and
Stott
v.
Cook
(1960)
33
A.L.J.R.
447 make
it
clear that
the
fact that
an
applicant
is
an
adult
son
does
not
necessarily
mean
that
relief
in
applications of
this
character
must be
refused.
But
such
cases
present special
difficulties
and,
of course, before
relief
can
be
granted
it
must
appear
that
the
circumstances
are
such
that
the
applicant
is,
in
the
language
of
the
Queensland
Act,
left
without
"adequate
provision
for
his
proper
maintenance
and
support".
But what
is
"adequate"
and what
is
"proper"
must
be
determined
in the
light
of
all
the
circumstances
of
the
case
. '
Although
Taylor
J.
differed
from
the other
members
of the
court
as
to
the
outcome
of
the appeal,
this
statement
of
principle
nevertheless
carries
authority.
It
was
referred
to in
Re
Buckland,
deceased
(No.
2)
(1967)
V.R.
3,
at
p.
5,
by
Gillard
J.
who
then
went
on
to
say:
The
relationship
between an
adult
son
and
his
father, the
dependency
of
such son
-- 14 of 19 --
14
on
his father, the son's special needs, theson's
moral claim,
if
any, and
all
other
surrounding circumstances as
at the date of
death of the testator
must be
investigated:
see Coates v. National Trustees Executors
&
Agency Co.
Ltd. (1956),
95
C.L.R. 494;
[ 1 9 5 6 ] A . L . R . 7 3 9 ; Dun v . Dun ( 1 9 5 9 ) , 1 0 0
C.L.R. 361; [1959]
A.L.R. 820.'
In
Hughes
v. National Trustees, Executors
&
Agency Co.
of Australasia Ltd.
(1978-1979)
143
C.L.R. 134,
at
pp. 147-
148, Gibbs
J.,
as
he
then
was,
referred to the passage
from
In re Sinnott (supra)
which
I
have
already
set
out
and
continued:
'More
recent cases confirm the
view
there
expressed: see
Stott
v.
Cook
(1960)
33
A.L.J.R.
447,
at
p.
448;
Pontifical
Societyfor
the Propagation
of the Faith
v. Scales
( 1 9 6 2 ) 1 0 7 C . L . R . 9 ,
at
pp
. 1 9 , 2 4 ; Re
Buckland, deceased
[No.
21
[1967] V.R.
3;
ReAdams,
deceased
[
1967]
V
.R. 881.
In
some
cases
a
special
claim
may
be found
to
exist
because
the applicant
has
contributed
to
building
up
the
testator's
estate
or
hashelped
him
in
other
ways.
In
other
cases
a
son
who
has
done
nothing
for his parents
may
have
a
special
need.
This
may
be
because
he
suffers
from
some
physical
or
mental
infirmity,
but
it
is
not necessary
for
an
adult
son
to
show
that
his
earning
powers
have been
impaired
by
some
disability
before
he can
establish
a
special
need
for
maintenance
or
support.
He may
have
suffered
a
financial disaster;
he
may
be
unable
to
obtain
employment;
he
may
have
a
number
of
dependants
who
rely
on
him
for
support
which he
cannot adequately provide
from
his
own
resources.
There
are
no
rigid
rules;
the question
whether
adequate
provision
has
been
made
for the
.proper
maintenance
and
support
of
the
adult
son
must depend on
all
the
circumstances
-
that
is,
on
all
the
facts
that
existed
at
thedate
of the
death
of the
testator,
whether
the
testator
knew
of
them
or not,
and
all
the
eventualities
that
might
at
that
date
reasonably
have been
foreseen
by
a
testator
who knew
the
facts.'
In Kleinig
v. Neal
(supra),
at
p.
541,
Holland
J.
said:
'I
find nothing
in
the
terms
of
the
statute
or in
the
doctrine
laid
down
by
Bosch's case
[1938]
A.C.
463,
to require the court
in
every case
or
any
case
to
approach
the
claim
-- 15 of 19 --
15
of an
adult son for provision out of his
parent's estate for his
maintenance and
advancement
in life
with the
a
priori
view
that
he
will
be unable
to
succeed unless he
comes up
with
a
need
or claim
that
can be
considered
to
be
"special".'
The
learned judge
dealt
with the matter further at
p.
543
in these terms:
'The
circumstances of individual cases vary so
widely, the
terms
of the
statute
are so general
and
the
judgment which
the court
has
to
make
as
to jurisdiction is
in
its
nature so broad
that
there
is,
in
my
opinion,
no
room
for laying
down
a
rule, rigid or
otherwise,
imposing
a
disability
upon
a
specified class of applicant.
I
doubt
very
much
whether
a
jurist
as eminent
as
Fullagar
J.
would have
intended
to
do
so
and
I
suspect
that
the
passage
in his
judgment
that
is
always
relied
upon
has been pushed
far
beyond
the
point
that
Fullagar
J.
would have
expected
or
intended.
First,
it
is
to
be
remembered
that
the
claim
in
Re
Sinnott
[1948] V.L.R. 279,
was by
a
daughter
and
the
evidence
was
all
directed to the
relationship to
her
father
and
the
financial
circumstances
of
a
daughter
and
therefore
it
may
be
right to
treat
the
passage
in question as
obiter
dictum.
Be
that right
or not, the
second
thing
is that
Fullagar
J.
began
his
remarks
by
saying,
"No
special principle
is
to
be
applied
in
the
case
of
an
adult
son".
And
thirdly, in
referring to
some
special
need
or
some
special
claim,
he
made
it
clear that
he
did so,
"generally speaking".'
With
respect,
I
would
consider
that
the
view
taken
by
Holland
J.
is
supported
by
the
authorities to
which
I
have
referred
and
in
particular
by
the
conclusion reached
by
Gibbs
J. in
Hughes' Case
(supra),
namely,
that
the question
whether
adequate
provision
has been
made
for the
proper
maintenance
and
support
of
an
adult
son must depend on
all
the
circumstances
in
the
sense
which
the learned
judge
there indicated."
A
minor
warning
must be
uttered
concerning
this
analysis
which does
not
go
to
its
validity
but
to
its
application.
It
is
clear that
almost
all
the
statements
collected are directed to
a
rebuttal
of the
proposition
that
an
able-bodied
adult child,
particularly
a
son,
has
no
claim
unless
he
has
a
special
claim.
-- 16 of 19 --
16
Consequently the thrust of all
the discussion is
by way
of
explanation as to
how
an
adult child
may
have
a
claim, especially
if
the estate is
very large.
Consequently the discussion does
not address the other side of the question, that is,
the
limits
of
such circumstances
that
would
support
a
claim.
When a
child
is
already
endowed
with
assets
and
receives
a
substantial
inheritance
from
the
estate,
there
is
a
limit to
the claim
that
there
should have been more,
in other
words,
that
the
sum
provided
was
not proper. That
is
really
the question here,
which
is
quite
distinct
from
that
to
which
the
above
dicta are
directed.
Nevertheless, subject to
this
caveat they are useful.
Upon
the
favourable
features of these
principles,
and
even
if
all
the
facts
upon
which
they
rely are
accepted
and
if all
doubtful
principles
are resolved
in
their
favour,
it
is
clear
that
the
appellants other
than
James Moreton
Brown
still
cannot
succeed.
The
court's
powers
are not exercised
upon
any
bare
standard of
fairness
as
to
the
distribution
of the
assets
of the
estate
among
the relevant beneficiaries for
the
"award" must
come
fairly
within the
concept
of
Buckland
(No.
2) (1967)
V.R.
3.
maintenance
and
support:
Re
It
will
not
in effect
write
a
fresh will for
him:
Re
Duncan
(1939) V.L.R. 355.
Whilst
the
appellants' contributions
and
that of
their
mother towards
the
amassing
of the
estate
and
the
modestly
large size
of
that
estate
are
certainly
relevant considerations
in
the present
case,
the
ultimate question
is
still
tied
to
adequate
provision for the
proper
maintenance
and
support
of
any
such
person
within the
larger
meaning
of
that
expr~ssion. This
is
always
the
essential
issue
notwithstanding
that
·there
may
be
variation in
different
-- 17 of 19 --
17
cases in the determination as to
what
is
proper maintenance and
support, particularly
where
the estate is
a
large
one and
the
competing
interests are relatively
few.
In the present case,
when
their
ages, standard of education,
security of
employment,
assets
and
present inheritance
from
the
estate are taken
into
account, then
it
cannot be
said that
those
three appellants are inadequately provided
for
from
an
estate of
this size
because
their
inheritance will
provide each
of
them
with only
an
additional
$110,000.00
rather
than
some
rather
larger
sum.
With what
they
will
receive
it
is clear that
they
will
each be
so comfortably placed, with reasonable
security
against
adverse contingencies of
life,
that
it
cannot
be
said
that
the
court's
power
provided
for
by
the
Act
is
enlivened.
That being so
the
appeal
must
fail.
The
position of
James Moreton
Brown
has been
excluded
from
the
above
conclusion
because
his position
is
manifestly
different
and,
as
it
has
been
observed,
it
is
certainly
arguable
on
the
material
now
before
this
Court
that further
provision
should
be
made
for
him. The
appeal should
therefore
succeed
in respect of
his
claim.
In
the
result,
the
appeal
by
Russell
Peter
Brown,
Debra
Ann
Brown
and
Rodney
William
Brown
should
be
dismissed
and
the
appeal
of
James
Moreton
Brown
should
be
upheld.
The
order
below
should
be
set
aside
to
the
extent to
which
it
applies
to his
claim
and
the
application
to
have
it
struck
out
should
be
dismissed with
costs
on
a
solicitor
and
client
basis
to
be
paid out of the
estate.
Because
his
success
on
the
appeal
was
only
because
of
the
additional material
advanced
by
him,
the
costs
of the
-- 18 of 19 --
\
'
18
respondents to his appeal should be paid out of the estate on a
solicitor and client basis both in respect of the application and
of the appeal. The costs of the appeal by the other appellants
will now require further argument.
-- 19 of 19 --
Official source: https://www.sclqld.org.au/caselaw/QSC/1991/352