26 Less than two weeks before the hearing the Plaintiff filed a further affidavit by herself sworn on 14 May 2002. In that affidavit of 14 May 2002 the Plaintiff set forth in paragraph 5 that her income as a computer programmer for GIO Australia is $62,000 a year, and that her net fortnightly pay is $1,760.77. She states in paragraph 6 that she has the following assets: 28 Yoogali Street, Merrylands - estimated value about $300,000; and in paragraph 7 that there is a mortgage on that property in favour of the ANZ Bank, the amount owing at 1 February 2002 being $141,227.71.
27 The Plaintiff states in paragraph 8 that she has superannuation with her employer, her interest as at 15 March 2002 being $24,494.30; further (in paragraph 9), that she has about $5,399 in the GIO Building Society.
28 The Plaintiff states in paragraph 11 that she sometimes stays overnight in the property at 28 Yoogali Street, Merrylands, and that she has never allowed tenants to occupy that property.
29 Further information concerning the Plaintiff's circumstances and lifestyle emerged under cross-examination. She stated that she expends her income on the house which she owns, on the purchase of clothing and what she described as "partying". Among her outgoings was the cost of hairdressing twice a week. She also said in response to a question asked of her in cross-examination, that social parties are costly.
30 During the course of her oral evidence the Plaintiff disclosed that she had assets additional to those which had been disclosed in her various affidavits. In addition to the superannuation entitlement of almost $24,500 (referred to in paragraph 8 of her affidavit of 14 May 2002), the Plaintiff at the hearing disclosed that she held a further superannuation entitlement (with Telstra), having a present value of $38,000. Further, that she owns household furniture having a value of $15,000. That is, the assets of the Plaintiff have a present total value of $382,900. Her only liability is the mortgage, upon which an amount of $141,200 is presently owing. Thus she has net assets of $241,700.
31 The Plaintiff asserts that she is an eligible person within paragraph (d) of the definition of that phrase contained in section 6 (1) of the Family Provision Act, in that the Plaintiff was a member of the same household as the Deceased from the time when she was aged about eight months until the time when she was aged eighteen years, and that throughout that period she was at least partly dependent upon the Deceased. As I understand it, the Defendants do not dispute those assertions or the fact that the Plaintiff is such an eligible person.
32 I am satisfied that the Plaintiff is an eligible person within paragraph (d) of the definition. As such she has the standing to bring the present proceedings.
33 The only other persons who may be eligible persons in relation to the Deceased are the three Defendants and also Mr Khaldie Ahmad, the former wife of the Deceased (whose present whereabouts are unknown).
34 The Plaintiff is out of time in bringing the present proceedings. The Deceased died on 21 February 1998. The eighteen months limitation period provided for by Section 16 of the Family Provision Act expired on 21 August 1999. The present proceedings were not instituted until 20 March 2001, that is, some nineteen months after the expiry of the limitation period. Accordingly, by prayer 1 in each of the summons and the amended summons, the Plaintiff seeks an order for the extension of the time in which to commence the present proceedings.
35 It will be appreciated that there is no purpose in the Court making such an order if the proceedings are bound to fail. To do so would be an exercise in futility.
36 Accordingly, it is appropriate that I should proceed to a consideration of the substance of the Plaintiff's claim. My conclusions in that regard will largely be determinative of whether or not I should then proceed to a consideration of the application for extension of time.
37 I have had the benefit of receiving from Counsel for the respective parties written outlines of submissions. Those written outlines will be retained in the Court file, together with the chronologies prepared on behalf of the respective parties.
38 It cannot be emphasised too strongly that an applicant for an order for provision has an obligation to place before the Court as fully and as frankly as possible all information and details relating to the financial and material circumstances of the applicant.
39 In the instant case the Plaintiff in her primary affidavit chose not to place that information before the Court. She chose deliberately to mislead the Court and to mislead the Defendants by the material contained in that affidavit. The statements contained in paragraphs 14 (concerning her present gross income) and 15 (concerning her assets and liabilities) of the Plaintiff's affidavit of 7 May 2001 was false and were false to the knowledge of the Plaintiff at the time when she swore that affidavit. The statements contained in paragraph 18 (concerning her desires in respect to accommodation) were deliberately misleading and were known and intended to be so by the Plaintiff at the time when she swore that affidavit.
40 It is all very well for the Plaintiff now to say that the information which was ultimately placed by her before the Court and upon which she relied in support of her present claim was correct.
41 But the corrections which the Plaintiff admitted in her later affidavits were made only when she had been caught out in her earlier false statements. The Plaintiff did not volunteer the true facts until after she realised that, as a result of material which she was required to provide in answer to a notice to produce, the Defendants had become aware of the true facts. The admission by the Plaintiff of those true facts was not as a result of some change of heart on the part of the Plaintiff. That admission does not reflect any credit upon the Plaintiff. It was merely an acknowledgement that she had been caught out in the false statements which she had made in her earlier affidavit.
42 I am not persuaded that the Plaintiff, if she had not realised that the Defendants had become aware of the true facts concerning her financial and material circumstances (in particular, concerning her ownership of the house property at 28 Yoogali Street, Merrylands), would have voluntarily revealed to the Court the true facts concerning those circumstances. Even that material in her later affidavits did not disclose the full extent of the Plaintiff's assets, which only emerged under cross-examination.
43 The conduct of the Plaintiff in deliberately lying in her affidavit of 7 May 2001 reflects very badly upon the credit of the Plaintiff. It is possible that it may constitute a crime. It certainly constituted a most serious attempt to mislead the Court and thus a most serious abuse of the process of the Court.
44 Nevertheless, that conduct is not of itself determinative of the claim of the Plaintiff. It is not appropriate that the Court, as some form of perceived punishment of the Plaintiff for her conduct in providing false information in her affidavit of 7 May 2001 and thereby attempting to mislead the Court and the Defendants, should dismiss the Plaintiff's claim. (See Re Will of Gilbert (1946) 46 SR (NSW) 318.)
45 In performing the first stage in the two stage process identified by the High Court of Australia in Singer v Berghouse (1994) 181 CLR 201 at 208-209 it is necessary for the Court to determine whether the Plaintiff has been left without adequate provision for her proper maintenance and advancement in life.
46 The Plaintiff is thirty-six years old, and has no dependents. She receives a good income. Her weekly net earnings more than comfortably cover her claimed expenses (even allowing for the fact that those expenses appear to be inflated: they include hairdressing and personal grooming of $70 a week and entertainment of $50 a week). The Plaintiff owns a residence, available for her full time occupancy or available to be rented out. She resides there for several days at a time. It is through her own choice that that residence does not produce income for her. The Plaintiff is in a secure financial position and has no genuine needs.
47 I have no hesitation in expressing my conclusion that the Plaintiff has not been left without adequate provision for her proper maintenance and advancement in life.
48 It is appropriate, however, that, if (contrary to my foregoing conclusion) I were persuaded that the Plaintiff had been left without adequate provision for her proper maintenance or advancement in life, I should indicate whether, in performing the second stage of the two stage process recognised by the High Court in Singer v Berghouse, an order for provision should, in the exercise of the Court's discretion, be made in favour of the Plaintiff.
49 The Plaintiff owns a house in which she chooses not to reside on a full time basis. That house is not otherwise occupied and is not income producing. The Plaintiff could, if he so chose, live in that house on a fulltime basis. Alternatively, the Plaintiff could, if she so chose, lease out that house and thus obtain an income therefrom.
50 The Plaintiff no longer asserts (as she did in paragraph 18 of her affidavit of 7 May 2001) that she "would like to… have secure accommodation" and "would like to own a two bedroom home unit in North Parramatta or Merrylands". The assertion of such a desire hardly sits well with the fact that the Plaintiff presently owns (and since early 1999 has owned) not merely a home unit, but indeed a house, in Merrylands, being a house which not merely has a present value of about $300,000, but was purchased by her in about early 1999 for $225,000.
51 The Plaintiff, however, submits that she should receive out of the estate of the Deceased an order for provision by way of a legacy in the sum of $145,000, such legacy being in an amount sufficient to enable her to discharge the mortgage on her house property.
52 If, contrary to my foregoing conclusions, it were appropriate for me to proceed to the claim of the Plaintiff that she should receive an order for provision out of the estate of the Deceased by way of a legacy in a sum sufficient to enable her to discharge the mortgage on her house property, it would be necessary for me to do so in the context of any competing claims upon the testamentary bounty of the Deceased. The only such competing claims are those of the sisters of the Deceased. The First Defendant does not herself assert such a competing claim.
53 I have already recorded that each of the sisters of the Deceased is probably an eligible person in relation to the Deceased (since each of those sisters was at some time a member of the same household as the Deceased and was partly dependent upon the Deceased).
54 It is the Second and Third Defendants who assert claims upon the bounty of the Deceased. It will be recognised that those Defendants are the chosen objects of the testamentary beneficence of the Deceased, being the two beneficiaries between whom the Deceased by his will left the entirety of his estate. It is, as I have already observed, probable that each of the Second and Third Defendants is an eligible person in relation to the Deceased, being such within paragraph (d) of the definition of that phrase contained in section 6(1) of the Act.
55 The Second Defendant, Selima Mohamad Ali Ahmad, is a disable person. The Protective Commissioner became the curator of the Second Defendant pursuant to an order made under Protected Estates Act 1983 on 24 July 2001. The Protective Commissioner is the tutor of the Second Defendant in the present proceedings.
56 The Second Defendant is aged seventy-six. She has been resident in a nursing home at Rosehill since September 2001. The Second Defendant suffers from the effects of a cerebral haemorrhage, severe depression and anorexia. Evidence was placed before the Court concerning the income of the Second Defendant and concerning the costs and expenses associated with her residence in the nursing home.
57 The Third Defendant, Badrieh Mohamad Ali Ahmad, is aged seventy-one. She is in receipt of an aged pension, which is her only income apart from amounts received or to be received by her pursuant to the provisions of the will of the Deceased. The Third Defendant suffers from problems with discs in her spine, which have necessitated surgery to her back. She has difficulty in walking and uses a walking stick. Similarly, she has problems when travelling in a motor vehicle. She cannot travel by bus or train because of the pain caused to her thereby.
58 The Third Defendant currently resides in a home unit at Harris Park. That residence is occupied by the children of one of her brothers. Three adults are living in the home unit, and it is necessary for the Third Defendant to share a bedroom with her niece, who is about forty years of age. The Third Defendant does not pay any rent for her occupancy of that residence.
59 The current expenses of the Third Defendant have been set forth, totalling about $170 a week; whilst her income consists of a pension of only $260 a fortnight. That is, the outgoings and expenses of the Third Defendant exceed by almost $40 a week her income.
60 It emerged from the cross-examination of the Third Defendant that she is indebted to a Mr Dib in Lebanon in respect to the residence which she was occupying in the city of Tripoli in Lebanon. That residence was a home unit owned by Mr Dib in which she was residing at the time of the death of the Deceased.
61 In her affidavit of 18 February 2002 the Third Defendant expressed a desire to live by herself in her own home. She said that she would like to reside in the house in Woodville Road which was one of the assets in the estate of the Deceased. However, due to her medical condition, she said that she considered that she would need either full-time nursing or domestic assistance to help her at home on a daily basis if she were living on her own.
62 According to the evidence of the First Defendant, the Third Defendant first came to Australia some years ago and resided with Deceased, the First Defendant and the Plaintiff. The Third Defendant then went back to Lebanon. She returned to Australia for a further period and again resided with the Deceased, the Plaintiff and the First Defendant. The Third Defendant yet again returned to Lebanon, and yet again returned to Australia after the death of the Deceased.
63 It is in my view significant that it was the Deceased who sponsored each of the Second and Third Defendants to come to Australia, when each of those ladies was already of late middle age. At various times from 1990 the Second Defendant resided in the residence of the Deceased. It is quite apparent that the Deceased assumed the obligation to look after these two elderly sisters, each of whom is unmarried and childless. That is an obligation which is reflected in the provisions of his will.
64 It is quite apparent from the evidence of the Third Defendant that the beneficiaries are, objectively, in very modest circumstances, and, by comparison to the Plaintiff, are in far less comfortable circumstances than is the Plaintiff.