To this I would add that although the classes affected by s 9(1) are not necessarily generally regarded as natural objects of testamentary recognition, in some cases members of those classes may, when the circumstances of their relationship with the deceased are set out, immediately be seen to be persons who would be regarded by most observers as, in their particular circumstances, natural objects of testamentary recognition.
18 Hope JA agreed with these reasons: see 242. In my understanding Mahoney JA also did: see 243. Mahoney JA gave further illustrations of factors for consideration at 244 and referred back to consideration in earlier High Court judgments, particularly Stephen J in White v. Baron (1980) 144 CLR 431 at 438-439, where Stephen J noted a divorced wife with a continuing entitlement to maintenance as a possible claimant.
19 Churton v. Christian was considered and extensive consideration was given to the operation of subs.9(1) in Dijkhuijs (formerly Coney) v. Barclay (1988) 13 NSWLR 639. Observations in the judgments show that the circumstances in which a former spouse's claim may succeed are not confined to preconceived categories, and are not closely defined. See Kirby P. at 652 and Mahoney JA at 659 particularly at G. Public policy in finality of decisions under the Family Law Act 1975 (Cth) expressed in s.81 was a proper subject for attention, but there are other public policy considerations and the "clean break" is not a paramount policy consideration: see Kirby P at 652-3. These authorities speak in terms of the moral duty of the testator, which is no longer used as a mnemonic for the test for provision in s.7: see Permanent Trustee Co. Ltd v. Fraser (1995) 36 NSWLR 24. However their force is not thereby impaired.
20 Since 1988 there have not been any changes in the Family Law Act or in the approach taken by the Family Court of Australia to the finality of property settlements which could be thought to have changed the basis on which the Court of Appeal acted.
21 In Burke v. Public Trustee [1997] SASC 6423 Debelle J ordered provision for a former wife where there had been a continuing relationship after there had been dissolution of the marriage and a property settlement. His Honour said:
6 Factors relevant to a claim by a divorced wife include the culpability of the deceased in relation to the grounds of divorce, the length of time from the separation of the spouse to the death of the former husband, and the course which the lives of the two spouses have followed since separation: Re Adams [1967] VR 881, 888; Re Estate of Brooks [(1979) 22 SASR 398] 400. The first of these factors still has some relevance in relation to the plaintiff's claim upon the bounty of the deceased, notwithstanding that it is obsolete in matrimonial law. However, the court should guard against indulging in the process of "evening up the score": Worladge v Doddridge (1957) 97 CLR 1 ; Re Estate of Brooks (supra) at 400.
7 A settlement upon the dissolution of the marriage is not a bar to the plaintiff's claim: Re Estate of Brooks (supra) at 403 ; Re Mayo deceased [1968] 2 NSWR 709 at 712 ; Dijkhuijs v Barclay (1988) 13 NSWLR 639 , but the terms of the settlement are nevertheless relevant in determining the plaintiff's need and the extent to which it may have been satisfied in the deceased's lifetime. As Kirby P explained in Dijkihuijs v Barclay at 652, the public policy in finality of financial dealings by property settlement ordered by the Family Court must be read in conjunction with the competing public policy that, in certain circumstances, former spouses may seek orders for provision under the Act. Whether provision will be made and the nature of the provision will depend on the facts and circumstances of each case. So the divorce and any settlement of property lead the court to exercise "a carefully guarded discretion": Re Preece [1947] SASR 134 ; Re Estate of Brooks (supra) at 404 .
22 In the present case there was a clean break in every sense; the order purported to be complete and there actually was no continuing relationship or financial dependency, nothing in the nature of a continuing maintenance obligation or claim, and no circumstances of a continuing relationship which might be thought to bring provision for the plaintiff under consideration because of conduct or events after the property settlement. The plaintiff's claim calls on the Court to revisit the relationship and the disposition of property and obligations as of the time of the property settlement, and not to consider later conduct of either party which might be thought to contribute to the perception that the plaintiff has the status of a person who would be generally regarded as a natural object of testamentary recognition. According to general community standards a former spouse who has been accorded all rights under a property settlement and does not have any continuing entitlement to maintenance, adjudicated or not, is not generally regarded as a natural object of testamentary recognition. Although such testamentary recognition does occur, it is, in my understanding, regarded as altogether exceptional and remarkable when it occurs.
23 The assets which form part of Mr Mulcahy's estate represent in a general way the kind of assets which it might be expected that he would have if he had the property with which the Terms of Settlement dealt. That is to say, at his death he owned the home unit and financial investments and funds the worth of which it can readily be accepted would be traceable to savings which he may have had in 1990 from work as a waterside worker and moneys which he might later have received on termination of his employment including long service leave, holiday pay, sick leave accrual, superannuation, retirement benefit or redundancy benefit. What he had left at his death in terms of financial resources is quite consistent with such entitlements and there is no reason to suppose that he had any significant unrevealed financial resource at the time of the agreement, or that he later acquired some by chance.
24 In my view I should conclude that whatever claim relating to property or for a property settlement which the plaintiff had in accordance with the Family Law Act or any other law against Mr Mulcahy at the time of the Terms of Settlement was met by the Terms of Settlement. There is no reason for thinking otherwise. The plaintiff has put forward in her evidence conduct and circumstances during her marriage which would have supported a claim for a property settlement and may explain why she received one, but she has not put forward any circumstances which might be supposed to show that the settlement she received then was not just and adequate, or that for any reason it was possible that the Family Court might have reopened its consideration and ordered any other property settlement. In substance their matrimonial life ended when they separated about 1988, and there was no reality in the relationship thereafter. In particular, apart from the property settlement, neither made any contribution thereafter to the welfare or assets of the other. Since the separation and divorce the plaintiff did not meet or see Mr Mulcahy or take any part in his life at all, apart from carrying out the Terms of Settlement. Indeed she avoided him, hid from him according to her evidence, because he was violent.
25 At some time, not established but possibly about 1992, the plaintiff purchased a unit at the Astra Retirement Village, Campbell Parade, Bondi Beach for $80,000. The plaintiff found the premises unsuitable and left about 1993, received about $52,000 for her interest in the unit and thus lost about $28,000 as a result of the transaction. The plaintiff found suitable alternative accommodation at the Edina Retirement Apartments at Waverley, moved there about 1993 and paid $60,000 as licence fee for occupation of a small unit there. The plaintiff still lives in the Edina Retirement Centre, and occupies a small self-care granny flat. The plaintiff receives an age pension, and the last exact figure which she spoke of in her evidence was $371.25 per fortnight in February 2000, although this may have increased to some extent. Her age pension is sufficient to pay her maintenance payments to occupy her unit, and to pay her other outgoings on an extremely modest basis, but there is no surplus whatsoever. The plaintiff made an estimate (Exhibit C) of her outgoings; these are very modest and fully use up her pension which she treated as now being $800 per month. The plaintiff has two Commonwealth Bank Savings accounts. In one her pension is deposited and she makes withdrawals from time to time and the balance at the time of trial was $18.16. In the other she holds her reserve funds; at the time of trial these amounted to $2,622.30. There does not seem in reality to be any prospect of her augmenting this reserve fund.
26 The plaintiff produced in evidence a report of a General Practitioner Dr Paul Stone dated 7 September 2000 which said to the effect that on examination she was found to be a normal, healthy normotensive 68 year old female; that she suffered from hypertension, hyperlipidaemia, gastroesophageal reflux and Hormone Replacement Therapy. The plaintiff takes five daily medications. The doctor's prognosis was that she had normal longevity and health, and he commented that past stress may have a causal connection with her hypertension. In her own evidence she gave a worse picture of her health, but this is not supported by expert evidence. The plaintiff said that she suffered from diverticutis and had had an operation in January 2001 in which part of her colon had been removed, and she had had a cyst on her back surgically removed and suffers from cysts.
27 In relation to her health and circumstances, the plaintiff's physical condition and prognosis should not, on the medical evidence, be regarded as poor. The plaintiff is in a position to continue to live, on a very modest basis, in aged person accommodation, with the support of her age pension but with nothing else of substance. That is to say, she is very much in the position which could be foreseen when the property settlement was made, when allowance is made for the influences of the passing of time and increasing age. The presentation of her evidence was characterised by a strong tendency on her part to intrude unresponsive material which might be thought of as assisting her position, although only in the most general way, and by lack of precision. The plaintiff did not make any clear explanation of the social support which may be available to her from her three adult children of whom she said only "My three children are not in a financial position to assist me with the provision of any of those services" referring to assistance in housekeeping, meal preparation and other social support of which she is not yet in need.
28 Mrs Mulcahy's claim does not place her in any category which marks her out in any clear way as a person in respect of whom there are factors which warrant the making of the application. When asked to deal with this her counsel referred me only to general factors which might support a widow's claim, relating to home-making, support and participation in the acquisition of property by her husband during the relationship, his bad behaviour, her narrow resources and lack of any reserve fund for adverse contingencies. I do not see the fact that, if she passes the barrier in subs.9(1), there would then be something to consider as showing that the barrier should be passed. It is clearly established that factors which may warrant the making of an application by a former wife include any factors which prevented the making of an order for property settlement under the Family Law Act, such as premature death of the husband. Those are not the circumstances here as the property claims were fully dealt with and satisfied. Another category sometimes encountered is where the former wife continues to make contributions to the welfare of her former husband after dissolution of the marriage. There is no comparable element in this case as the relationship had ended completely before the property settlement and there was no later conduct or relationship of any kind. I have addressed the circumstances actually put forward in submissions for consideration and I do not regard them as constituting factors which warrant the making of the application. I have reviewed the facts generally and I do not see any others.
29 I would think that the making of an application is warranted where there are significant matters for consideration in relation to the question posed by s.7, whether provision ought in the opinion of the Court to be made out of the estate or notional estate having regard to the present circumstances. There had been a property settlement which on its face dealt with all property, there was no further attempt to re-open the property settlement during Mr Mulcahy's lifetime and no grounds appear on which there could have been such an attempt; Mr Mulcahy was a party to cl.5 of the Terms of Settlement which although not effective as it had not been adopted by the Court, gave what for most purposes would give some assurance that the plaintiff was not to look to him for further provision. The later course of the lives of both of them and the resources available to them fell well within the range of foreseeable events for them both. In the circumstances I see no real prospects of it being established that Mr Mulcahy in his lifetime ought to have made provision for the plaintiff or, to return to the terms of s.7, that the Court should form the opinion having regard to the circumstances at the present time that provision ought to be made for her maintenance or advancement in life. The whole subject of claims by her against him and his property was dealt with fully, past and closed, so that there was no reason for it to engage his attention or bounty thereafter, and in my view there is no reason why the Court should take any action either.
30 The result prescribed by subs.9(1) is that I should refuse to proceed further with the determination of the application and to refuse to make the order claimed. I have not yet considered costs.
31 Order: (1) The proceedings are dismissed.
(2) Costs reserved.
********