[2017] TASSC 5
General information, not legal advice.
Supreme Court of Tasmania
2017-01-31
Brett J
Original judgment source is linked above.
(a) Although the plaintiff concedes that the defendant and Mr McGarry maintained a relationship over many years, she disputes that the relationship was a significant relationship within the meaning of s 4 of the Relationships Act. At the very least, she would argue that the relationship immediately prior to death was not a significant relationship.
(b) Even if the relationship was a significant relationship immediately before Mr McGarry's death, the plaintiff disputes that the defendant comes within the definition of "spouse" within the meaning of the Intestacy Act, because the plaintiff asserts that the significant relationship had not been in existence for a continuous period of two years immediately preceding Mr McGarry's death, and that this is a necessary requirement of the definition.
The meaning of "spouse" under the Intestacy Act
(a) who was married to the intestate immediately before the intestate's death; or
(b) who was a party to a registered personal relationship, within the meaning of the Relationships Act 2003, with the intestate; or
(c) who, immediately before the intestate's death, was a party to a significant relationship, within the meaning of the Relationships Act 2003, with the intestate that -
(i) had been in existence for a continuous period of at least 2 years; or
(1) For the purposes of this Act, a significant relationship is a relationship between two adult persons -
(b) who are not married to one another or related by family.
(2) If a significant relationship is registered under Part 2, proof of registration is proof of the relationship.
(3) If a significant relationship is not registered under Part 2, in determining whether two persons are in a significant relationship, all the circumstances of the relationship are to be taken into account, including such of the following matters as may be relevant in a particular case:
(c) whether or not a sexual relationship exists;
(d) the degree of financial dependence or interdependence, and any arrangements for financial support, between the parties;
(e) the ownership, use and acquisition of property;
(f) the degree of mutual commitment to a shared life;
(i) the reputation and public aspects of the relationship.
(4) No finding in respect of any of the matters mentioned in subsection (3)(a) to (i), or in respect of any combination of them, is to be regarded as necessary for the existence of a significant relationship, and a court determining whether such a relationship exists is entitled to have regard to such matters, and to attach such weight to any matter, as may seem appropriate to the court in the circumstances of the case.
(1) For the purposes of this Act, a caring relationship is a relationship other than a marriage or significant relationship between two adult persons whether or not related by family, one or each of whom provides the other with domestic support and personal care.
(2) For the purposes of subsection (1), a caring relationship is taken not to exist between two persons where one of them provides the other with domestic support and personal care -
(a) for fee or payment in the nature of wages; or
(b) under an employment relationship between the persons; or
(c) on behalf of another person or an organisation (including a government or government agency, a body corporate or a charitable or benevolent organisation).
(3) For the purpose of subsection (2)(a), a fee does not include a carer allowance or carer payment under the Social Security Act 1991 of the Commonwealth made to a party to a caring relationship in respect of care provided by that party to the other party to the relationship.
(4) If a caring relationship is registered under Part 2, proof of registration is proof of the relationship.
(5) If a caring relationship is not registered under Part 2, in determining whether two persons are in a caring relationship, all the circumstances of the relationship are to be taken into account including such of the following matters as may be relevant in a particular case:
(c) the degree of financial dependence or interdependence, and any arrangements for financial support, between the parties;
(d) the ownership, use and acquisition of property;
(e) the degree of mutual commitment to a shared life;
(g) the reputation and public aspects of the relationship;
(h) the level of personal care and domestic support provided by one or each of the partners to the other.
(6) No finding in respect of any of the matters mentioned in subsection (5)(a) to (h), or in respect of any combination of them, is to be regarded as necessary for the existence of a caring relationship, and a court determining whether such a relationship exists is entitled to have regard to such matters, and to attach such weight to any matter, as may seem appropriate to the court in the circumstances of the case."
(a) The indicia of the relationship which a court is required to take into account in determining whether or not a significant relationship exists, having regard to s 4(3), suggests that the enquiry must go beyond whether or not two people are in a romantic relationship. Whilst s 4(3) does not specify the weight to be given to the various indicia, the fact that all of the indicia relate to matters which might be considered applicable to a marriage-like relationship suggest that that is the focus of an enquiry as to the existence of a significant relationship.
(b) The existence of a significant relationship will confer important rights and obligations on a party to that relationship. The most pertinent example is the legislative definition of "spouse" under the Intestacy Act, in issue in these proceedings. Further, under a range of other legislation, the definition of "spouse" now includes a person who has been in a significant relationship, albeit some times with some further, usually temporal, qualification. (For example, see the Partnership Act 1891, s 4; the Trustee Act 1898, s4; and the Testators Family Maintenance Act 1912, s 2.) A party to a significant relationship will also have an entitlement, in appropriate circumstances, under the Relationships Act, to seek an adjustment of interests in property and/or an order for maintenance against the other party.
(c) It is reasonable to assume that the name given to the relationship in the legislation attributes meaning to the intended nature of the relationship. The word "significant" is used as an adjective to qualify the nature of the relationship. The Macquarie Dictionary defines the word "significant" to mean: "important; of consequence". This definition has been endorsed and applied in respect of the use of the word in the phrase "significant probative value" as it appears in ss 97 and 98 of the Evidence Act 2001. (R v Lock (1997) 91 A Crim R 356 at 360-361). In L v Tasmania [2006] TASSC 59, 15 Tas R 381, Underwood CJ, with whom Crawford J (as he then was) and Tennent J agreed, said at [31]:
"In R v Lockyer (1996) 89 A Crim R 457, Hunt CJ at CL expressed the view at 459, that 'significant' meant more than 'mere relevance but something less than "a substantial" degree of relevance'. He went on to state that the primary meanings of 'significant' were 'important' and 'of consequence'."
The word "significant" is an ordinary English word. The definition referred to is consistent with the ordinary usage of the word in common language. The use of the word "significant" in the title of the relationship would suggest that what the legislation is intending to convey is that the relationship is a relationship as a couple, that is, a relationship which is or has as its genesis a romantic relationship, which is important or of consequence. Because the subject is a relationship between two people, the only rational inference is that it is those persons to whom the relationship must be important or of consequence.
"(1) Subject to subsection (2), in the interpretation of a provision of an Act, consideration may be given to extrinsic material capable of assisting in the interpretation -
(a) if the provision is ambiguous or obscure, to provide an interpretation of it; or
(b) if the ordinary meaning of the provision leads to a result that is manifestly absurd or is unreasonable, to provide an interpretation that avoids such a result; or
(c) in any other case, to confirm the interpretation conveyed by the ordinary meaning of the provision."
"'de facto relationship' means the relationship between a man and a woman who, although not legally married to each other, live together on a genuine domestic basis as husband and wife."
"In the new Relationships Bill 2003, the Bacon Labor Government recognises the diversity of relationships that make up modern Tasmanian society. In the bill two important types of relationship will be called personal relationships. The term 'personal relationships' covers significant relationships, which up to now have been called de facto relationships, and will now extend to same-sex couples.
The details of the bill are that: it repeals the De Facto Relationship Act 1999; it creates a category of 'significant relationship' applicable to unmarried adult couples, including same-sex couples, to replace the current category of 'de facto relationship'; it also creates a category of caring relationship between two adults, one or both of whom provide domestic support and personal care to the other; it allows for the registration of significant and certain caring relationships; and it assigns the property and maintenance rights and obligations that currently attach to de facto relationships to significant relationships and registered caring relationships."
"Tasmanians in the twenty-first century enjoy a wide variety of relationships. The picture of the modern family is changing from one where a mother, father and their two children is the norm. Today people may marry or live in heterosexual or same-sex relationships, they may share a home with parents, grandparents, or perhaps with a carer or companion. We do not have to look far today to find children who are growing up with a stepmum or a stepdad. They may have a different dad to their brother, a different mum to their sister. And some of them may have two mums or two dads.
Far from being the demise of the family and the end of the world as we know it, what we are seeing is a change in the make-up of the family. The family remains the cornerstone of our society, just as it always has, but today it looks different from the way it did in the 1950s. As a society we are a lot more accepting of the diversity of these relationships. We have come a long way since divorce or a child born outside marriage brought shame and dishonour to families, and I for one am glad of that change.
We have reached a point in our history where, as a government and as a community, we have a choice to make. We can either hide behind the white picket fence and hang on to a 1950s picture of the world, or we can open the gate and take a look up the street to see what is really going on. In this context, government has a responsibility to recognise the relationship choices that are being made, and to support people to cope with the changes in their lives. One way to do this is by changing the law to accord these relationships with the full legal recognition they deserve."
"It is intended to include heterosexual de facto couples as previously defined in the De Facto Relationships Act 1999 and is extended to include same sex couples. A couple does not necessarily have to be living together to be in a significant relationship."
"(c) having regard to all the circumstances of their relationship, they have a relationship as a couple living together on a genuine domestic basis."
(a) must be living together on a genuine domestic basis; and
"Nevertheless, the definition of 'de facto relationship' suggests that, usually, the parties should have, at some stage, been 'living together as a couple on a genuine domestic basis'. The fact that the parties have never lived together in a common abode must be acknowledged to be an indicator that they have not 'lived together as a couple on a genuine domestic basis'. This indication will be especially significant where the parties have not shared the common burden of maintaining a household. It would be a wholly exceptional case in which one could conclude that a man and a woman, who have never lived together as husband and wife in a common residence, and who have never made provision for their mutual support, have been 'living together as a couple on a genuine domestic basis'."
"In my opinion, the key to that definition is the manifestation of a relationship where 'the parties have so merged their lives that they were, for all practical purposes, 'living together' as a couple on a genuine domestic basis'. It is the manifestation of 'coupledom', which involves the merger of two lives as just described, that is the core of a de facto relationship as defined and to which each of the statutory factors (and others that might apply to a particular relationship) are directed."
(a) The defendant carries the onus of establishing the circumstances necessary to bring herself within the definition of "spouse" under s 6 of the Intestacy Act. This submission is largely based on the fact that Mr McGarry is deceased and, accordingly, is not available to dispute what the defendant says about the nature of the relationship.
(b) The Court must carefully scrutinise the defendant's evidence and in order to find that the defendant was Mr McGarry's spouse within the meaning of the Act, must be satisfied of that fact, albeit on the balance of probabilities, to a level of actual persuasion in relation to that issue.
(c) The Court should not accept the defendant's evidence as to the extent or nature of the relationship without corroboration.
"In any event, on any application for revocation of a grant, close attention may need to be given to the facts of the particular case, with due regard to its procedural history and the due administration of justice.
Unless and to the extent that the principles governing the finality of judgments apply, any and all grants of probate or administration are revocable for a cause shown, and only if a proper cause is shown."
"That said, the conduct of an application for a revocation order may be informed by the character of an order sought consequentially upon revocation of a grant. The Court will generally be mindful that the propounder of a will bears the onus of proving the will to be valid, according to established practice articulated in cases such as Re Eger; Heilprin v Eger (Powell J, unrep, 4 February (1985) BC 8500997 at 72-74; Re Hodges v Shorter v Hodges (1988) 14 NSWLR 698 at 704-707; Re Estate of Griffith (dec'd); Easter v Griffith (1995) 217 ALR 284 at 289-290; and Ridge v Rowden; Estate of Dowling (Santow J, unrep, 10 April (1996) BC 9601342 at 39-46.
Nevertheless, upon an exercise of probate jurisdiction the Court exercises a vigilance beyond that necessary, or appropriate, in ordinary adversarial litigation. Questions of onus tend, in practice, to be governed not so much by who alleges what (Currie v Dempsey (1967) 69 SR (NSW) 116 at 125) as upon what it is that the Court, in all the circumstances, and informed by experience and considerations of fairness (JH Wigmore, Evidence in Trials at Common Law (Little Brown & Co, 3rd ed, 1940) volume 9 Book II), apprehends it must be satisfied of if a will is to be held valid."
(a) The defendant, Christine Robinson. Ms Robinson gave evidence that she and the deceased met when they were working at the University of Tasmania in 1989. Both had been recently separated or divorced. They commenced a relationship in August 1990 and started to live together in Mr McGarry's house at Sandy Bay in 1992. Mr McGarry was still resident in the same house at the time of his death. Ms Robinson had a separate unit close by at the time that they met. I am satisfied that the effect of her evidence was that she maintained separate living accommodation throughout the entirety of their relationship.
The impact of Mr McGarry's problem with hoarding on the nature of their relationship, manifested soon after they commenced to live together in 1992. The defendant gave evidence that later in that same year, they separated for a period of approximately six months. In cross-examination, she explained the reason for this separation as follows:
"And you said in your affidavit, for reasons which I explain later, in this my oath in relation to ceasing to live together in 1992. Why did you cease living together later in 1992?.....We were working at the same place at the university. Gerard was hoarding more stuff. We just had a few arguments and I moved out, but - "
Later in cross-examination, she was pressed on the question of whether the decision to stop living together for a period of six months in 1992 amounted to a separation. Ms Robinson explained the decision not to live together for a period of time in this way:
"Presumably it was after that trip, sometime in 1992, you separated?.....Could have been, yes. I had a unit close by anyway. Sometimes if I - Gerard and I weren't getting on I'd just go back to my unit, but we - we lived on and off together for quite a few years.
Right, so you've said in 1992, you separated, but you can't say when in that year?.....No. Not really.
Even by reference to the trip to Sydney - ........After going to -
-for your 40th birthday, is it the case that you can't use that as a reference point to recall whether you'd separated before or after that?.....Well when I say separated, all I did was go back to my place to live for a while. It doesn't mean that our relationship stopped. We were just living in separate places. And we did that quite a bit. So I wouldn't call it a separation.
Your evidence a few minutes ago, was that you separated?.....Well, we did stop - we possibly stopped living together, it doesn't mean we separated or we broke it off or anything.
The effect of this and other evidence given by Ms Robinson was that when she and Mr McGarry were not living together on a full-time basis, it was not because of a unilateral or mutual intention to terminate the relationship, but simply because she found it difficult to live with him, largely because of his problem with hoarding. Her evidence was that he maintained this problem throughout the course of their entire relationship and, in fact, it became progressively worse. The nature of the hoarding was that Mr McGarry would accumulate a great deal of property and store it in his house. The defendant produced photographs of the interior of the house which show untidy and cluttered accommodation consistent with the defendant's description that the house was virtually uninhabitable. Her evidence was that Mr McGarry was well aware of the problem and it worried him. Not only did it mean that she could not live in his house with him, or even go there for extended periods of time, but he was also reluctant and embarrassed to have other people there. The house was still in this state at the time of his death.
The effect of Ms Robinson's evidence was that the parties' attempts to live together in the same house extended until late in 1992, but thereafter they lived permanently in separate residences. Her evidence was, however, that until his death, they maintained a loving and committed relationship, an exclusive sexual relationship, and spent a considerable amount of time together. They fell into a pattern whereby Mr McGarry would visit Ms Robinson's residence five to six nights each week and would have dinner with her there on at least five of those nights. She was largely responsible for preparing the evening meal, but he would also contribute parts of the meal. After dinner, they would sometimes have sex, or engage in other activities, and then he would return to his residence. Sometimes he would stay overnight, although she conceded that this became less frequent in the period immediately preceding his death.
The defendant described various activities in which she and Mr McGarry engaged together. These activities included attending quiz nights on a fortnightly basis over a period of 10 to 12 years, going to the tip shop together, and maintaining and participating in a mutual interest in politics, current affairs, reading and football. According to Ms Robinson, they engaged with each other in matters affecting their respective daily lives, including Ms Robinson's education, the question of her driver's licence and their mutual health. They attended family functions and other social events as a couple on a regular basis.
The defendant's evidence was that approximately six months before Mr McGarry's death, they agreed that they would clean up his property and buy another house together, with the intention of living together in it. She also agreed to obtain a driver's licence, so that she could provide transportation for Mr McGarry, whose deteriorating eyesight made driving difficult. In a number of other respects, Ms Robinson described a relationship in which the parties shared various aspects of their domestic lives without actually living in the same house. Her evidence was that they had a very loving relationship throughout the entirety of its duration, that they were very affectionate with each other, and always maintained a mutually exclusive sexual relationship. They had always had keys to each other's residences.
They did not have children. However, in 1994, they conceived a child together, but the pregnancy was terminated by mutual agreement. They then participated together in the IVF program for a period of approximately six years, until 2002, when they mutually decided to abandon the program due to its lack of success.
In cross-examination, Ms Robinson agreed that with the exception of perhaps a couple of occasions, she had not listed Mr McGarry as her emergency contact with doctors or, indeed, with any other institution. She also agreed that they had maintained completely separate finances through their relationship, to the point of having separate bank accounts and health insurance. They had also had a number of further periods which might be characterised as separations. I will return to Ms Robinson's evidence in relation to the question of these separations later in these reasons.
Mr Gunson submitted that I should not regard Ms Robinson's evidence as satisfactory, that she was an unreliable witness, and that I should scrutinise her evidence carefully. He submitted that she had exaggerated the nature of the relationship. These submissions were, in part, based on extensive cross-examination and other evidence, concerning the manner in which Ms Robinson obtained the grant of administration in the non-contentious jurisdiction of the Court and, further, the fact that she actively sought and successfully secured payment of Mr McGarry's superannuation funds into the estate. In essence, it was submitted that I should conclude that Ms Robinson had not informed the Court officer who was responsible for assessment of the application for letters of administration, nor the relevant superannuation fund, of the fact that she was aware that her claim to have been Mr McGarry's spouse was disputed by the plaintiff. The conclusion that I was asked to draw was that, had the relevant authorities been made aware of this dispute, it may have affected or prevented the grant of administration, and the payout of the superannuation funds. It was submitted that I should also conclude that Ms Robinson was aware of this and that she had deliberately withheld this information in order to secure her interest in Mr McGarry's estate and the superannuation funds.
Having carefully assessed the evidence in respect of these questions, I am not satisfied that the actions of the defendant in respect of the said applications were improper or that a finding that she deliberately withheld information to secure her position in relation to the estate is justified. There was clear evidence that Ms Robinson's solicitors had given the plaintiff's solicitors notice of her intention to make the application in the non-contentious jurisdiction of the Court, but that the plaintiff's solicitors had responded to this by simply writing to the defendant's solicitors with a request that they be informed if such an application was actually made. They did not, as the plaintiff was entitled to do, enter a caveat in the Registry on the plaintiff's behalf, pursuant to r 77 of the Probate Rules. In any event, the defendant's response to cross-examination in relation to this issue was that she did not understand the legal technicalities and procedures, and had left those questions in the hands of her solicitor. Having heard and assessed her evidence, I accept that she gave truthful evidence about this question. I am satisfied that she had left the legal process relating to both the application for probate and the payout of the superannuation funds in the hands of her solicitors, and that she was acting in accordance with legal advice with respect to these steps. The question of the propriety of the defendant's solicitor's actions in taking advantage of the failure of the plaintiff's solicitors to cause a caveat to be entered in accordance with the Probate Rules is an issue which does not need to be addressed by me, because I am satisfied that it does not affect the question of the defendant's credibility. I am satisfied that nothing about the way that the defendant personally approached the process of obtaining letters of administration and having the money paid out of the superannuation fund, bears on her credit in respect of her testimony in this case.
Mr Gunson also submitted that I should find that many of Ms Robinson's answers in cross-examination were evasive and consistent with her being an unreliable witness. I disagree with this submission. My impression was that Ms Robinson was an honest and reliable witness. She was repeatedly pressed to answer questions with precision, the questions having been put to her in very precise terms. However, she was being questioned over the course of approximately an hour or so in respect of specific details relating to a relationship which had been in place for over 23 years. My impression was that she was doing her best to describe the nature of a somewhat unusual relationship in her own words and her own way.
My overall impression was that Ms Robinson was doing her best to give me an accurate picture of the relationship as she had seen it through her own eyes. I did not form the opinion that she was engaging in deliberate exaggeration. I accept that she was a credible and reliable witness. Having said this, in a case such as this, a relationship can be perceived differently by the people involved in it and by outsiders observing it. That is why a court must consider the various perceptions and then make a judgment on the balance of probabilities, taking into account the statutory factors and any other relevant factors.
(b) Moira Nicholls. Ms Nicholls worked at the University with Ms Robinson and Mr McGarry between 1998 and 2000. Her evidence was that, during that time, she observed them at work and at social events. She described them as behaving as a couple during the time that she knew them. In cross-examination, she was asked to describe what she meant by the term "a couple", and she said:
"How do you define the word 'couple' when you use it?......Well, I guess I'm referring to the idea that two people behave with a certain degree of intimacy, a certain degree of familiarity which comes through knowing each other very well, understanding how each other feels, and I guess physical proximity as well."
Her evidence was that from time to time since 2000, she had occasionally run into both Ms Robinson and Mr McGarry. She had always been left with the impression that they were still together.
Ms Nicholls' evidence was not the subject of any significant challenge. I accept her evidence.
(c) Marion Robinson. Ms Robinson is the defendant's sister. She gave evidence which was strongly supportive of the defendant's evidence concerning the nature of the relationship. In particular, she emphasised that Mr McGarry had always been considered by her to be the defendant's partner, that he was usually present at family functions, and often did small jobs for older members of the defendant's family. She regarded him as her brother-in-law in substance, albeit it that that was not the legal fact. She would buy him presents for Christmas. He and the defendant would often come to her house in Victoria and stay for a period of time. Ms Marion Robinson resided in Victoria throughout the parties' relationship, but her evidence was, as refined in cross-examination, that she would travel to Tasmania or the defendant and Mr McGarry would travel to Victoria, on two or three occasions each year.
It was clear that Ms Marion Robinson is strongly aligned with her sister. She was challenged in cross-examination about exaggeration. For example, it was suggested that there was exaggeration inherent in her use of the word "constantly" in evidence-in-chief to describe the number of times that she travelled to Tasmania or Mr McGarry and the defendant had travelled to stay with her on the mainland. She was forced to concede that her choice of the word "constantly" was inaccurate because it was in fact something that happened two to three times each year. She conceded that it was a poor choice of words, and that a better word would have been "frequently".
Whilst the cross-examination about this point was legitimate, and it made the point that the word used had been inaccurate, it seems to me that Ms Marion Robinson's use of that word was not a matter which strongly affected the credibility and reliability of the substance of her evidence. Once again, my impression was that she was attempting to explain to me in a few words her description of a continuum of events which had comprised a relationship over an extended period of many years. I saw no reason to disbelieve the substance of Ms Marion Robinson's evidence concerning the fact that over many years, a relationship subsisted which was of the nature explained by her, the effect of which was that the defendant and Mr McGarry were in a relationship as partners. My impression of her evidence was that she was essentially telling the truth and attempting, as best as she was able, to describe the flavour of the close relationship between the defendant and Mr McGarry.
(d) Madeleine Henderson. Ms Henderson is the defendant's niece. Her evidence was that she had known Mr McGarry for her entire life until his death. She had always regarded him as her uncle. She has early memories of Mr McGarry's presence at family gatherings and, generally, as being part of the family. She had always accepted him as her aunt's partner. She recalls Mr McGarry's presence as the defendant's partner during a number of visits to Tasmania. The effect of her evidence can be summarised in the following passage:
"I always observed Gerard to be a part of a loving and committed relationship with my Aunt Christine for the whole of my life until his death. He was a formative part of my childhood and I will treasure my many memories of him and my Aunt Christine over the years.
... He was not just my Aunt's partner but he was a member of the family and when he died I considered his death to be the death of a family member."
I accept Ms Henderson's evidence. It was not undermined in cross-examination. I take into account that she lived in Victoria throughout the period of the relationship and saw the parties directly only when she visited Tasmania or they visited Victoria. The value of her evidence is her perception of the relationship as a member of the defendant's family, over a long period of time.
(e) Anneliese Smith. Ms Smith is a long-term friend of the defendant. She knew Mr McGarry for the entire 23 year period of his relationship with the defendant. Until 2010, she had lived in Sydney. She returned to live in Hobart in 2010 and thereafter, until Mr McGarry's death, had a close association with both the defendant and Mr McGarry. This association consisted of a social occasion with them once a week, which included meals and football engagements. She described Mr McGarry's contribution to the evening meal, at least on the occasions when she was present for it. He would generally provide dessert, carve meat and wash up. She also attended quiz nights with them regularly. She was a party to discussions which related to their intention to move in together. She gave evidence of Mr McGarry's hoarding issue. Her evidence in relation to the nature of the relationship was that she "always observed their relationship to be a solid and loving one with a weekly routine revolving around their mutual activities". She gave specific evidence that not long before his death, Mr McGarry had told her that he had helped the defendant pay bills and had offered to pay off her mortgage in the sum of $50,000.
Ms Smith, as with a number of witnesses, was cross-examined about the fact that she was a close friend of the defendant, that she was aware of the nature of the proceedings, and the potential consequences of a decision which may or may not see the defendant retain the benefit of Mr McGarry's substantial estate. In essence, it was put to her that, for these reasons, she was giving evidence which supported the defendant's case. It was also put to the witness that Mr McGarry had not told her that he had offered to pay out the defendant's mortgage. This was legitimate cross-examination on the question of credibility. However, it was not expressly put to Ms Smith that she was exaggerating or fabricating her evidence because of these matters. Ms Smith candidly conceded the strength of her relationship with the defendant, and that she was giving evidence to support her. However, there is nothing about this frank concession which causes me to doubt the credibility of Ms Smith's evidence. If what she said was true, then it is completely predictable and understandable that she would want to give evidence about the nature of the relationship, particularly given its challenge by the plaintiff. Indeed the strength of her assertions about these matters is, in itself, a factor which speaks to the nature of the relationship and the perception that others had of it. I am satisfied that Ms Smith's evidence was not undermined in cross-examination. In my view, she was telling me the truth as she perceived it to be. I accept her evidence.
(f) Rosemary Jones. Ms Jones was a work colleague of both Mr McGarry and the defendant. She commenced work with them at the University of Tasmania in 1991, and their friendship continued thereafter, terminating, in Mr McGarry's case, only with his death. She is still a friend of the defendant. Her evidence was that, throughout that period, she had had regular contact with both Mr McGarry and the defendant, including engaging in many social events with them. She had always considered them to be partners. She gave evidence of frequent telephone and in-person conversations with Mr McGarry during the period of the relationship, and of specific comments made by him during these conversations. Some of the comments related to his awareness of his hoarding problem and the consequent clutter in his house. On one occasion, he showed Ms Jones a section of his house, which he had made an effort to keep neat and free of rubbish. He told her that he had done this for the purpose of maintaining his sexual relationship with the defendant. He told the witness "on many occasions that he accepted Christine was his de facto partner". In a conversation which occurred in the week before he died, he told Ms Jones that he intended to marry the defendant but had not done so before because he was affected by the breakdown of his first two marriages, and that he "was happy to be in a de facto relationship with Christine and that marriage would not affect the loving relationship they both enjoyed as de factos". He also told Ms Jones that he was spending more than three nights a week with the defendant at her home and that they were "as happy as they had ever been together". The witness said that during the entire time she had known them, she had always considered them to be in a de facto relationship, and had never seen Mr McGarry with another woman. He had never spoken to her about having a romantic interest in anyone else.
In cross-examination, she was asked to describe what she meant by the term "de facto relationship". She answered that question as follows:
"No if we can just say when you say 'defacto relationship' and you're saying anyone is in your view in a defacto relationship what are the features of that relationship that attract that badge in your mind?.....That they are sexual partners. They are partners to the extent that they're virtually married, considered married.
Living together as in your use of the phrase 'defacto'. I'm trying to get to what you mean when you say 'defacto'?.....That they are partners in life and as a married couple would be. Sometimes the defacto relationship may vary in whether they actually live together all the time or not and that they are lovers."
I thought that Ms Jones was an impressive witness. She was in a good position to have a detailed understanding and give a detailed description of the relationship, given that she had been close friends with both Mr McGarry and the defendant throughout the course of the entire relationship. Her evidence was not undermined in cross-examination. In fact, when questioned in a manner similar to the questioning of other witnesses concerning her motivation in giving evidence, she said this:
"Yep. I understand that. Now, who asked you to give evidence in these proceedings?.....I offered.
How did you know that the proceedings were contemplated?.....I knew, well I knew - I didn't know what specific proceedings were going to take place, I knew that Gerard had died without a Will.
Yep?.....And I said to Christine, that if there was anything I could ever do to help her in relation to Gerard's affairs, I'd be more than willing to do so to support her and to help her.
And when did the idea of - of giving evidence - well - when was the idea of you giving evidence, first grown?.....The idea of being of assistance, was raised virtually, I think, at Gerard's funeral.
Yep?.....I spoke to Christine Robinson. When I heard that there were some issues in relation to his Will.
And who did you hear that from?.....Well I expected that there would be some issues, given that he had died without a Will.
Why did you expect there to be some issues?.....Well, there are always issues when people die without a Will.
Were you concerned that Ms Robinson might - has not been provided for in the distribution of the estate, if there was no Will?.....I didn't imagine that she would be left out of any distribution because it was my view, that having been with him and - and a partner with him, defacto partner, for more than 20 years and a major part of his life, I never imagined it any way, would she not be catered for.
But were you concerned that she might be disadvantaged because he left no will?.....I was concerned that - I offered assistance mainly because I was concerned that if she was left out in any way or disadvantaged in any way, it wouldn't be fair, and I was fully prepared to give evidence about my relationship, my long-term relationship with both of them, the nature of their relationship and so that I'm not saying that I wanted to influence anything, but I wanted the truth to be known, and I wanted fairness to prevail. And if I could ensure that that would happen in any way I was happy to assist.
In your view fairness was that the estate evolve to Ms Robinson, is your view of what was fair?.....My view is that, and based on things that Gerard had said to me, that he wanted he catered for, my view is that she should at least be considered in any distribution. I'm not saying that she should necessarily have the lot or most of it, but I consider that she should be included.
And you wanted to assist her in achieving that outcome?.....I wanted to be involved in any hearings such as this, so that I could give evidence, so that any decision made is based on the truth and I was happy to give an account of my experience with both of them, so that it could be taken into account by anybody who was going to make a decision in relation to what would happen with Gerard's-
Now who first asked you to prepare an affidavit?.....I don't believe I was asked, I offered."
This passage succinctly and eloquently encapsulates the probative value that can be derived from the motivation of Ms Jones to act as a witness for the defendant's case. Rather than undermine the effect of her evidence, it emphasises her perception and understanding of the relationship and the strength of the relationship, and what seems to me to be her belief, based on that perception, that a challenge to the true nature of the relationship required clarification. Once again, it seems to me that this emphasises the perception of this witness as to the significance of the relationship to the parties of it.
(g) Bridget Hall. Ms Hall is the aunt of the plaintiff and Mr McGarry. She has known the defendant since the commencement of the relationship between the defendant and Mr McGarry. Ms Hall recalled that the relationship commenced "over 20 years at the time of his death".
Ms Hall's evidence was that "for the entire time of their relationship, I always considered Gerard and Christine as a couple". They were always present as a couple at McGarry family functions, which had also been attended by Ms Hall. In cross-examination, she said that she only knew the defendant because she was Mr McGarry's partner. She knew that they did not live in the same house, but explained this by reference to Mr McGarry's hoarding issue. In answer to whether she was aware that they had had periods of separation, she said, "No. They were always a couple as far as I was concerned even though they chose to live as they did".
Ms Hall's evidence was not undermined in cross-examination. I accept her evidence.
(h) Robert Riddell. Mr Riddell was a work colleague and long-term friend of Mr McGarry. The effect of Mr Riddell's evidence was his perception of Mr McGarry and the defendant as "confidantes, a couple and partners". He also confirmed the extent and impact of Mr McGarry's "collection" disorder. Although Mr Riddell was a difficult witness to cross-examine, and refused on a number of occasions to be held to the precise parameters of the question when he purported to answer it, I am satisfied that his evidence as to the perception of the relationship between the parties from the perspective of a long-term and close friend of Mr McGarry, was accurate. His evidence about this was not undermined by cross-examination and I accept that evidence.
(i) Peter Bell. Mr Bell gave evidence that he first met Mr McGarry in 1989 when he and his former wife were married. It was at about that time that Mr McGarry's second marriage had broken down and "shortly after that he got to know Christine". He had known them as friends ever since and had always considered them to be "a couple". In cross-examination, he confirmed that his perception of them as a couple was despite his knowledge that they had lived in separate residences for the majority of their relationship. His evidence about these matters was not undermined and I accept that evidence.
(j) Renate Lenk (Bell). Ms Lenk is Mr Bell's former wife. Her sworn affidavit was in identical terms to that of Mr Bell. She confirmed the contents of the affidavit in her oral testimony. Once again, her evidence was not undermined in cross-examination and I have no reason to disbelieve her.
(k) Dennis Matthews. According to his affidavit, Mr Matthews is a long-term friend of the defendant. It was clear from the affidavit that he had also become a long-term friend of Mr McGarry. Over the period of the friendship, he had understood Mr McGarry to be the defendant's partner, and that they were "a couple". His observation was that of "their love for each other up to the time of Gerard's death was apparent and clear". He was not cross-examined. I accept his evidence.
(l) Rosemary Matthews. Ms Matthews' evidence was that she had had a long-term friendship with the parties. She had been a school friend of the defendant. Her evidence was that she knew Mr McGarry and the defendant as a couple, and that is the only way she knew them until the death of Mr McGarry. Her evidence was not undermined in cross-examination, and I accept that evidence.
(m) William Morris. Mr Morris gave evidence that he had known the defendant since 1973, and Mr McGarry since September 1992. He had, since that time, known them as "a couple". He gave evidence of seeing them together during a trip to visit him at his home in Sydney, and of more frequent contact he had with them after his return to Tasmania in 2006. He often attended quiz nights and other outings with them. He was witness to Mr McGarry's arrival for meals at the defendant's house "on many occasions". He had heard conversations between them as to their intention to make plans to live in a new property. These conversations had taken place shortly prior to Mr McGarry's death.
In cross-examination, Mr Morris gave specific evidence concerning the separate accommodation of the parties in 1992. He confirmed that both residences were furnished and fully equipped.
Mr Morris' evidence was not undermined in cross-examination. I saw no reason to disbelieve him. I accept his evidence.
(n) Mr Brendan McManus. Mr McManus is the Assistant Deputy Registrar of this Court. He gave evidence concerning events and procedures in and about the application for and grant of letters of administration in the non-contentious jurisdiction of the Court. For the reasons already outlined, I do not consider that his evidence assists me greatly in respect of this matter. In any event, he was clearly a witness of the truth. His credibility was not challenged. To the extent that what he had to say is relevant, I accept that evidence.
(a) The plaintiff, Mary Ann Brownell. Mrs Brownell is one of Mr McGarry's two surviving siblings. She frankly acknowledged in her written and oral testimony that she had seen little of Mr McGarry during the period between the commencement of his relationship with the defendant and his death. She had little direct knowledge of his domestic circumstances. She had lived overseas until 1994, and, after that, in Sydney. She gave evidence of meeting the defendant in 1994 and, thereafter, meeting her brother and the defendant at various family functions. Her evidence included reference to some functions over the years at which both Mr McGarry and the defendant were present. There were one or two occasions at which Mr McGarry was present at a family function alone. Her affidavit ends with what seems to be the high point of her evidence, "He never indicated that he was living in a domestic relationship with the defendant."
Mrs Brownell was cross-examined but nothing she said in cross-examination significantly affected the evidence described above. To the extent that her evidence is relevant to the issues that I have to decide, I accept that evidence. However, it is reasonable to say that, given her lack of contact with the parties over the years, there is little that she can say which has weight in relation to the question of whether or not the defendant and Mr McGarry were in a significant relationship at any relevant time.
(b) Julian McGarry. Mr McGarry is the deceased's nephew. He is the son of the deceased's brother, Simon. When this witness was called and went into the witness box, I observed to counsel that he had been sitting in the back of the Court whilst the plaintiff was giving evidence. Although Mr Zeeman indicated that he may make submissions about that point at some later time, the matter was not raised again by either counsel. Given the content of the plaintiff's evidence as described above, I take the view that Mr McGarry's presence in Court while the plaintiff was giving evidence, is unlikely to have affected the reliability of his evidence in any significant way. I intend to ignore that circumstance in my assessment of his evidence.
Julian McGarry's affidavit evidence was that he had maintained close social contact with his uncle for many years, including in the period leading up to his death. He described the defendant as "Gerard's on again/off again girlfriend". He had never considered her to be his uncle's spouse or de facto partner. He gave evidence of various occasions when his uncle would indicate that the relationship was "off". He described other occasions when the deceased had attended functions without the defendant, and when asked about her, would reply "I haven't seen her in a while".
Mr Julian McGarry's evidence also included reference to some occasions when his uncle would join him on social outings. During these outings, he would sometimes make comments that would suggest he was attempting to meet other women. The deceased, according to the witness, "repeatedly referred to Christine as 'his mistress' and as 'just a convenience'." He described comments by the deceased to the effect that the deceased intended that the defendant would not obtain any of his money.
The overall effect of Mr Julian McGarry's evidence was to downplay the strength of the relationship. This is probably best summed-up in the final paragraph of his affidavit which reads as follows:
"My perception of Christine and Gerard's relationship was that they were not in a spousal or de facto relationship. Certainly it was my understanding from everything that Gerard told me during our many conversations that he wanted to avoid ever being in such a relationship again and he went to some effort to ensure there was some distance between himself and Christine. He also counselled me against 'getting too involved' with women lest I be found to be in a de facto relationship, having already been through two divorces myself."
In cross-examination, the effect of some of the more general statements contained in Mr McGarry's affidavit was weakened. For example, in relation to his evidence concerning the deceased having an interest in meeting other women, when pressed in cross-examination, he was able to provide little in the way of specific examples of this behaviour. The example he did provide was one occasion when he saw the deceased speaking to another woman during a night out, but without any real suggestion that the deceased was doing any more than engaging in general conversation. In fact, the impression I gained from Julian McGarry's evidence when cross-examined was that the clear assumption that underlay any conversation between he and his uncle relating to the defendant or to his uncle's purported interest in other females, was that his uncle was, in fact, in a long-term sexual relationship with the defendant. Overall, I did not regard Julian McGarry's perception of the relationship between his uncle and the defendant as reliable, and to the extent that it conflicts with the evidence of the witnesses called by the defendant, I prefer the evidence of those witnesses.
(a) Mr McGarry and the defendant each maintained singles private health insurance.
(b) In a Centrelink record, in response to a question in a form "Do you have a partner", the answer given is "No".
(c) In some medical and hospital records, the defendant is not shown as Mr McGarry's first contact in the event of an emergency.
(a) A notable feature of this case is that the deceased's other sibling, his brother Simon McGarry, Julian McGarry's father, was not a party to the proceedings and was not called by either party to give evidence. Simon McGarry was served with the proceedings on the basis that, in the event that the defendant is not the spouse of the deceased for the purposes of the Intestacy Act, he will be entitled to share equally in the estate with the plaintiff. There was no explanation provided to me as to Mr McGarry's failure to take part in the proceedings, or the failure of either party to call him to give evidence.
(b) There is some evidence to suggest that Simon McGarry, had he been called to give evidence, may have been able to give relevant evidence concerning the nature of the relationship between the defendant and his brother. However, these indications are equivocal as to the nature of the evidence that he might have given. For example, on the one hand, in the family death notice which Simon authored, the deceased is described as the "partner of Christine Robinson". On the other hand, the defendant herself gave evidence of her shock and distress when Simon McGarry did not mention her when giving the eulogy at his brother's funeral, despite her presence there.
During the course of submissions, I raised with counsel whether an inference might be available from the unexplained failure of either party to call Simon McGarry to give evidence. I was referring in particular to the type of inference which might be led pursuant to the decision in Jones v Dunkel (1959) 101 CLR 298. If an inference is available, it would only be available against a party, if that party was in a position to and might have been expected to call Mr McGarry. In this case, that would only be the plaintiff. However, even if an inference is available, it would simply enable me to infer that nothing in Mr Simon McGarry's evidence would have assisted the case of the plaintiff. Such an inference is of little weight in terms of the determination of this case. When I have regard to the equivocal evidence of the plaintiff herself, it may simply be that Mr Simon McGarry had had little contact with his brother and was simply not in a position to offer any evidence which might bear on the question of the deceased's relationship with the defendant, one way or the other.
In the circumstances, I do not intend to draw any inference from the failure of Simon McGarry to give evidence.
Were the defendant and the deceased in a significant relationship immediately before the deceased's death?
The requirement that the significant relationship be in existence for a continuous period of at least two years
"who immediately before the intestate's death was a party to a significant relationship, within the meaning of the Relationships Act 2003, with the intestate that
(i) had been in existence for a continuous period of at least two years".
"The longest period of separation that Gerard and I had was approximately 4 years ago and it lasted for about 3 or 4 months. Gerard and I had an argument after both of us had too much to drink. I cannot even remember what it was about."
(a) That a proper interpretation of the definition of spouse in s 6(c) of the Intestacy Act is that the relationship must have been in existence for a continuous period of two years immediately prior to the death of the intestate. A separation of three or four months interrupts the continuity of the pre-existing relationship and, hence, it could not be said that the relationship had been in existence for a continuous period of two years immediately preceding Mr McGarry's death.
(b) In any event, Mr Gunson argued that a separation of three to four months effectively ended whatever relationship preceded it, and the relationship which arose at the end of that period of separation was, in effect, a new relationship. Once again, it cannot be said that this relationship was in place for a period of two years.
(a) The question of the last separation referred to in paragraph 18 was raised during the course of the defendant's cross-examination. A relevant extract from the cross-examination is as follows:
"When was the last time that you and Mr McGarry separated?......Well when you say 'separated' like we might separate for a week or something. We - we had a falling out one time about 7 years ago or something I'm not - I can't remember quite -
Okay. How do you as define 'separate'?......Okay I didn't see him for a few months.
-That that happened?......Quite a few years ago, I couldn't tell you how many.
Roughly how - roughly how - .....Well he's been dead for three years so, I don't know. Eight years ago or something, I don't know.
Right is - about eight or you've got no idea?......I'm not sure, about eight I think.
Okay. When you say your 'affidavit', at the 10th July 2015 of paragraph 18, the longest period of separation that Gerard and I had was approximately four years ago and it lasted for three or four months. Was that true or was the evidence you just gave true?......I'm sorry?
Was that statement in your affidavit true or was the evidence you just gave that you believe eight years true?......Well I'm adding three years on. I mean that affidavit was made about 2013.
No, you saw this affidavit on the 10th July 2015, and it says 'the longest period of separation that Gerard and I had was approximately four years ago and it lasted for three or four months.' Do you agree that that's what the affidavit says?......Yes that's true, yep.
Right, so when you say 'eight years ago' - .....Look I'm really not sure, I really can't remember.
Well look do you agree that I gave you the opportunity to confirm whether you believed it was about eight years ago or you really didn't know. Do you agree that I asked you a question to that effect?......You did ask that yes.
And you - do you agree that you gave evidence about eight years ago?......I know when it was, it was when -
If you just respond to - .....the Beaconsfield Mine disaster happened, so whenever that was, I remember that.
Now if you could come back to my question, do you agree that having being asked to the effect 'was it about eight years ago or do you not know?' You said 'it was about eight years ago' or words to that effect......Okay, but I'm saying now I can remember -
Did you say that?......How I could remember when it is?
Was that your evidence? Was that your evidence though?......Yes.
Yep, now which one do you say is correct, you're evidence on oath
in the witness box or your evidence on oath in your affidavit?.....I'm trying to think when the Beaconsfield Mine disaster was, I - well then I remember that.
Well if you don't know which one's true, say I don't know?.....I'm not sure, I'm not sure.
(b) The administrator's oath sworn by the defendant on 16 October 2014 was placed in evidence. That document contains a paragraph with precisely the same wording as paragraph 18 of the abovementioned trial affidavit. The fact that the administrator's oath is sworn on 16 October 2014 leads inevitably to the conclusion that the separation referred to in that document is a period of separation which commenced in approximately October 2010. This inconsistency was not raised with the defendant during the course of her evidence by either counsel.
(c) Mr Gunson raised the question of separation with the defendant's sister, Ms Marion Robinson. Because of the precision of the timing of the relevant separation relied upon by Mr Gunson, it is appropriate to set out the precise extract of this cross-examination:
"Now, you're aware that there were several occasions that your sister and Mr McGarry, separated?.....There were a few occasions, yes.
And there was an occasion, about four years prior to July 2015, so let's say, about July 2011, when they separated for a period of three to four months, you know that?.....Yes.
And that was a matter that upset your sister?.....I can't really comment on that, she was - I - I think she - she considered that it probably would all sort itself out in the long run, which it did.
But as far as she expressed to - to - to you, at that time, the relationship was over, albeit potentially held with the - was hopeful that it might sort itself out?.....I can't really comment, other than say, that they were having one of - the term that she used, was Gerard and I aren't speaking.
And in fact, they'd separated though?.....Difficult for me to comment because I wasn't there, but the term she - she wouldn't talk a lot about it, but the term, as I say, was we aren't speaking. I'm not - people didn't take very seriously.
Well they're not interested in what you say, they might have said?.....No, yeah, okay.
Now there were other periods of separation throughout the time that they knew - knew each other as well, weren't there?.....Shortish periods, yes.
It was a fairly regular occurrence for these two, to have, for want of a better phrase, a tiff and a period of separation and then they'd get back together?.....It had become - it was in the early days and then it became less and less frequent.
But it continued, tiffs - ?.....No, no I thought - I - it hadn't happened for a long, long time.
And how long do you say - ?.....They were getting on very, very well.
And this was prior to the 2011 separation, is that your evidence?.....Yes.
Yep. Are you aware of any separations between the 2011 one and - ?......No.
(d) Anneliese Smith was also cross-examined about this question. The relevant extract from her cross-examination is as follows:
"Now, you're aware, aren't you, that Mr McGarry and Ms Robinson, separated for a period of time in about July 2011?.....Yes.
And that was for a period of about three or four months?.....I'm not sure how long it was.
But there was certainly a period of separation about that time?.....A small one.
And there were periods of separation prior to that event as well?.....Well that's personal, sometimes she'd say to me, 'Gerard and I aren't talking', but that was rarely.
But you say that they're your best mates?.....Yeah sure.
Yep. So you talk about personal things?.....Pardon?
You - you talked about personal things with Ms Robinson?.....Yes.
Yeah. And she told you on occasions, that - that they'd separated?.....No, she just said, I'm not talking to him this week.
And except in July 2011, there was an event which is clearly in your mind, a period of separation?.....2011?
July 2011, the time I just asked you about?.....Um -
Where you agreed that - that there was a separation?.....Well that was another time when she wasn't probably talking to him for a week."
(e) Robert Riddell was asked in cross-examination whether he was aware of any period of separation in about 2011. His response was "no". This denial has some significance because Mr Riddell was in constant contact with Mr McGarry and the defendant until Mr McGarry's death.
"19 Regardless of any tiffs Gerard and I had, we always got back together again. Our relationship lasted longer than both of Gerard's previous marriages put together." [Affidavit dated 10 July 2015.]
"Paragraph 8 - Although Gerard and I did had [sic] periods of not speaking they were mostly during the earlier part of our relationship but we always got back together again and our relationship became settled." [Affidavit dated 2 September 2015.]
"Applying the passage of Mahoney JA in Hibberson v George, which I set out earlier, a de facto relationship ends when one party decides he or she no longer wishes to live in the required degree of mutuality with the other but to live apart. It does not seem to me that it is necessary to communicate this intention to the other party providing the party that is desirous of ending the relationship acts on his or her decision. I do not think it is necessary that the other party agree with or accept the decision. Once the parties cease to jointly wish to reside together in a genuine domestic relationship, a situation usually ascertained by looking objectively at the whole circumstances of the relationship, the de facto relationship ceases. The relationship ceases even though one party is still anxious to try to save it."
The passage of Mahoney JA in Hibberson v George referred to by his Honour is to similar effect.
(a) It would have been a simple matter for Parliament to specify that the continuous period of at least two years must occur immediately before the intestate's death, if that is what was intended. The simple wording of the provision does not contain that requirement.
(b) As Mr Gunson submitted, the section is part of a series of inflexible rules dealing with the devolution of an estate in the case of an intestacy. The purpose of each subsection is to ensure that a relationship as a spouse will only exist if the relationship achieves certain criteria. In relation to subpars (a) and (b), the criteria is achieved by the existence of the marriage or the registration of the personal relationship. In respect of subpar (c), there are multiple criteria. Those criteria are:
(i) The person must be a party to a significant relationship with the intestate immediately before the intestate's death.
(ii) The relationship must be one that has either been in existence for a continuous period of at least two years, or has resulted in the birth of a child.
Brownell
Robinson [2017] TASSC 5
Kouvakas; Lucas v Konakas [2014] NSWSC 786, followed.
Ashton v Pratt (No 2) [2012] NSWSC 3, distinguished.
L v Tasmania [2006] TASSC 59, 15 Tas R 381; Jonah v White [2011] Fam CA 221, cited.
S v B [2004] QCA 449, [2005] 1 Qd R 537, distinguished.
(1986) 4 NSWLR 407
(1988) 14 NSWLR 698
(1995) 217 ALR 284
(1959) 101 CLR 298