[2025] WASC 98
General information, not legal advice.
Supreme Court of WA
2025-03-26
Whitby J
Original judgment source is linked above.
(1) [redacted] (the plaintiff);
(2) [redacted] (first‑named first defendant and third defendant);
(3) [redacted] (second‑named first defendant and second defendant);
(4) [redacted] (fourth defendant);
(5) [redacted] (fifth defendant);
(6) [redacted] (sixth defendant);
(7) [redacted] (seventh defendant); and
(8) [redacted] (eighth defendant).
(1) [redacted - seventh defendant]: $25,000;
(2) [redacted - eighth defendant]: $81,087.13;
(3) [redacted - first‑named first defendant and third defendant]: $81,087.13;
(4) [redacted - sixth defendant]: $81,087.13;
(5) [redacted - fourth defendant]: $81,087.13;
(6) [redacted - second‑named first defendant and second defendant]: $79,087.13 and a car with a value of $2,000;
(7) [redacted - fifth defendant]: $81,087.13; and
(8) [redacted - plaintiff]: $78,641.27.
(1) affidavit of [redacted - plaintiff] sworn 14 April 2022 (First [redacted - Plaintiff] Affidavit);
(2) affidavit of [redacted - first‑named first defendant and third defendant] sworn on 8 June 2022 ([redacted - First‑named First Defendant and Third Defendant] Affidavit);
(3) affidavit of [redacted - plaintiff] sworn 18 May 2022 (Second [redacted - Plaintiff] Affidavit);
(4) affidavit of [redacted - sixth defendant] sworn on 4 July 2022 (First [redacted - Sixth Defendant] Affidavit);
(5) affidavit of [redacted - eighth defendant] sworn on 29 June 2022 ([redacted - Eighth Defendant] Affidavit);
(6) affidavit of [redacted - second‑named first defendant and second defendant] sworn on 13 July 2022 ([redacted - Second‑named First Defendant and Second Defendant] Affidavit);
(7) affidavit of [redacted - sixth defendant] sworn on 13 August 2024 (Second [redacted - Sixth Defendant] Affidavit); and
(8) affidavit of [redacted - plaintiff] sworn on 20 August 2024 (Third [redacted - Plaintiff] Affidavit).
If any person (in this Act called the deceased) dies, then, if the Court is of the opinion that the disposition of the deceased's estate effected by his will, or the law relating to intestacy, or the combination of his will and that law, is not such as to make adequate provision from his estate for the proper maintenance, support, education or advancement in life of any of the persons mentioned in section 7 as being persons by whom or on whose behalf application may be made under this Act, the Court may, at its discretion, on application made by or on behalf of any such person, order that such provision as the Court thinks fit is made out of the estate of the deceased for that purpose.
The Court in considering for the purposes of subsection (1) whether the disposition of the deceased's estate effected by the law relating to intestacy, or by the combination of the deceased's will and that law, makes adequate provision for the purposes of this Act shall not be bound to assume that the law relating to intestacy makes adequate provision in all cases.
(1) any sacrifices or services given by the claimant to, or for, the deceased's benefit;
(2) any contributions by the claimant to building the deceased's estate; and
(3) the conduct of the claimant towards the deceased and the conduct of the deceased towards the claimant.[17]
In Coates, Dixon CJ observed that, in determining the question which arises at the first stage, the court must look to what is 'necessary or appropriate prospectively' from the date of death, including events which are contingent as well as those which are certain or exceedingly likely to happen. Advantage may be taken of hindsight if the subsequent occurrences are within 'the range of reasonable foresight.'
The use of the word 'proper' means that attention may be given, in deciding whether adequate provision has been made, to such matters as what used to be called the 'station in life' of the parties and the expectations to which that has given rise, in other words reciprocal claims and duties based upon how the parties lived and might reasonably expect to have lived in the future.
The [equivalent to the] Act is ... designed to enforce the moral obligation of a testator to use his testamentary powers for the purpose of making proper and adequate provision after his death for the support of [claimants], having regard to his means, to the means and deserts of the several claimants, and to the relative urgency of the various moral claims upon his bounty.
(1) [redacted - seventh defendant] - born on 3 October 1963;
(2) [redacted - eighth defendant] - born on 23 March 1967;
(3) [redacted - first‑named first defendant and third defendant] - born on 14 May 1969;
(4) [redacted - sixth defendant] - born on 9 December 1971;
(5) [redacted - plaintiff] - born on 28 November 1973;
(6) [redacted - fourth defendant] - born on 8 December 1974;
(7) [redacted - second‑named first defendant and second defendant] - born on 14 June 1976; and
(8) [redacted - fifth defendant] - born on 26 October 1981.
(1) by 30 May 2024, the plaintiff file and serve an affidavit that specifies her current financial situation, including details of any outstanding cost orders against any current proceedings or claims or demands made against her, her current assets and liabilities, current income and expenses and any update of her medical condition;
(2) the defendants be at liberty to file any further affidavits on or before 30 June 2024;
(3) the matter be listed for a hearing for a duration of one day on a date to be fixed; and
(4) by Friday,10 May 2024, each party provide the court with a list of unavailable dates for trial in July, August and September 2024.
Although I am prepared to grant the plaintiff's application to adjourn the trial, it is on the basis that the trial will be relisted, on dates convenient to the defendants, no less than three months from today. I also make it clear to the plaintiff that the adjournment is not granted on the condition or understanding that the plaintiff does, in fact, receive legal assistance from Law Access or from any other lawyer.
The letter provided by the plaintiff from Law Access does not, as the plaintiff contends, indicate that Law Access has accepted her application. It says no such thing. It merely acknowledges the application has been made, and that it will be assessed. I make it clear, that in the absence of any extenuating circumstances, the trial will proceed on the next occasion, regardless of whether or not the plaintiff has legal representation.
... to not worry about the lost damages claim, as she has plenty of assets thanks to my performing and she will look after me in her will, the rest of them (siblings) don't need any money off me - as I've made them multi-millionaires after assisting them with deposits of houses and showed them how to make money by renovating them and selling them on.
... she's had enough money off me over the years, she doesn't know how to invest it, despite me helping her with deposits on houses in [redacted], she still wants more.
Asetts (sic) Liabilities
Home approx value $400-$450k Mortgage $420+k
Vehicles: 2009 Dodge Nitro $10k 0
Chrysler Valiant VJ coupe 1974 $20k 0
Cash approx $19k 0
Household effect $2k 0
Personal effects $3k 0
Total $454k - 504K respectively Total $420+k
[redacted - first‑named first defendant and third defendant]
[redacted - second‑named first defendant and second defendant]
Car running costs (including registration, RAC fuel, depreciation, etc.)
(1) he does not have a stable career or employment;
(2) he was subjected to an unsettling upbringing as a child;
(3) he did not complete high school;
(4) at the time of the deceased's death, he supported himself through handyman work and rentals;
(5) as he ages, his income from handyman work decreases;
(6) at the time of the hearing, he had undergone orthopaedic surgery for a debilitating shoulder and arm condition which has reduced his employment prospects;
(7) he has recurring spinal problems such as arthritis and discomfort from scoliosis;
(8) as he was self‑employed, there was no compensation for his work‑induced shoulder injury and he has used his savings to live;
(9) he owns a single property which is his place of residence;
(10) he maintained a positive relationship with the deceased;
(11) he performed work for the deceased over decades; and
(12) his busking and performances generated money for the deceased which went into the family home, therefore, he has an expectation that he would be compensated from the deceased's estate.
(1) does the disposition of the deceased's estate pursuant to laws of intestacy make adequate provision for [redacted - plaintiff]'s proper maintenance, support, education or advancement in life; and
(2) if the answer to (1) is no, what would be adequate provision for [redacted - plaintiff]'s proper maintenance, support, education and/or advancement in life, and should the court exercise its discretion to make an order for provision in her favour?
Does the disposition of the deceased's estate pursuant to the laws of intestacy make adequate provision for [redacted - plaintiff]'s proper maintenance, support, education or advancement in life?
(a) The protection of public funds from claims by indigent persons is not of itself a purpose of family provision legislation. It is not the Court's task to be vigilant to throw burdens off public funds and onto private estates.
(b) However, the public purse is incidentally protected by the legislation because a public policy consideration underlying the operation of the Act is the community's expectation that, where circumstances allow, the moral obligation of a testator includes making provision that is adequate from the estate. This reflects an expectation that testators should look after their own to the extent they can, rather than the community having to do so through the mechanism of the aged or other pension. Where there is sufficient wealth in an estate, there is an expectation it should not be directed away from someone in need to whom the testator owes a moral duty, so as to enhance the claim to public funds. The orders that may be made and the manner in which they may be framed by the court will often be informed by that expectation.
(c) An applicant's entitlement to a pension or other form of social security cannot therefore, of itself, answer or defeat a claim for proper provision.
(d) When making provision, a wise and just testator usually makes a will without regard to any means-tested pension that a beneficiary may be able to receive. However, a testator does usually take into account the income that the various beneficiaries would be receiving under superannuation or other pensions. The court, in seeking to redress any moral failure to meet a claim on the estate, may take the same approach.
(e) Where the estate is small and especially where there is a series of claims on the testator's bounty, it may well be proper for the testator when making a will, and the Court when framing its order, to preserve a pension entitlement. It may be appropriate in such circumstances to leave an applicant wholly or partly dependent on a pension entitlement or to mould the provision made so that the entitlement is preserved in whole or in part.
(f) The acceptance of benefits for which the law provides is in every way legitimate. It involves no social stigma and incurs no disapproval from the Court.
(g) The considerations regarding pension entitlements may be relevant at both stages of the application. That is, they may first be relevant to the jurisdictional question of whether the applicant has been left without adequate provision. Account may be taken of such an entitlement in assessing whether in the circumstances an applicant has been left without adequate provision. That is especially so in a small estate and all the more so when there are many claims pressing on the estate. If the point is reached that adequate provision has not been made, the consideration may be relevant again in the exercise of the court's discretion in determining the quantum of provision to be ordered. Again, those considerations may weigh more heavily when dealing with a small estate, and more heavily still where there are many claims pressing on the estate.
I certify that the preceding paragraph(s) comprise the reasons for decision of the Supreme Court of Western Australia.
[1] Section 14 (2B) Administration Act.
[2] Affidavit of [redacted - First‑named First Defendant and Third Defendant] sworn 8 June 2022 [11] - [12].
[3] Affidavit of [redacted - First‑named First Defendant and Third Defendant] sworn 8 June 2022 [13] - [14].
[4] Orders of Hill J made on 23 June 2022.
[5] ts 5 February 2025, pages 205 - 206.
[10] Stone v Braun [2015] WASCA 103 [62] - [69].
[11] Glew v Frank Jasper Pty Ltd [2010] WASCA 87 [10].
[12] Tobin v Dodd [2004] WASCA 288 [14].
[13] Woodley v Woodley [2018] WASCA 149 [76] - [77].
[14] Boscolo v Australian Unity Trustees Limited as administrator of the estate of Mario Boscolo [2023] WASC 391 [133].
[15] Devereaux-Warnes v Hall [No 3] [2007] WASCA 235 [67] - [69].
[16] Devereaux-Warnes v Hall [70] - [71].
[17] Devereaux-Warnes v Hall [74] - [75].
[18] Lemon v Mead [2017] WASCA 215; (2017) 53 WAR 76 [55].
[20]Worladge v Doddridge [1957] HCA 45 [11].
[21] Vigolo v Bostin [2005] HCA 11; (2005) CLR 191.
[23] Musasghi v Gebremariam [2022] WASCA 37 [126].
[27] Re Allen; Allen v Manchester [1921] NZGazLawRp 155; [1922] NZLR 218, 221.
[28] Goodchild v James (1994) 13 WAR 229, 239.
[29] Kilkenny v Kilkenny [2018] WASCA 197 [60(3)].
[32] Grey v Harrison [1996] VSC 74; [1997] 2 VR 359, 366 - 367.
[34] Boscolo [150]; Finlay v Pereg [2022] NSWSC 32 [68] - [69].
[35] ts 23 August 2024, pages 182 - 183.
[36] Second [redacted - Plaintiff] Affidavit [4].
[37] Second [redacted - Plaintiff] Affidavit [4] - [5].
[38] Second [redacted - Plaintiff] Affidavit [4] - [5].
[39] Second [redacted - Plaintiff] Affidavit [4] - [5].
[40] Second [redacted - Plaintiff] Affidavit [6].
[41] Second [redacted - Plaintiff] Affidavit [10].
[42] Second [redacted - Plaintiff] Affidavit [11] - [12].
[43] Second [redacted - Plaintiff] Affidavit [6].
[44] Second [redacted - Plaintiff] Affidavit [7] - [8].
[45] Second [redacted - Plaintiff] Affidavit [13].
[46] Second [redacted - Plaintiff] Affidavit [13].
[47] Second [redacted - Plaintiff] Affidavit [15].
[48] Second [redacted - Plaintiff] Affidavit [16].
[49] Second [redacted - Plaintiff] Affidavit [17].
[50] Second [redacted - Plaintiff] Affidavit [17].
[51] Third [redacted - Plaintiff] Affidavit page 2.
[52] Third [redacted - Plaintiff] Affidavit pages 4 - 5.
[54] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [2] - [4].
[55] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [5].
[56] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [6] - [7].
[58] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [20].
[60] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [20].
[61] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [21].
[62] [redacted - Second‑named First Defendant and Second Defendant] Affidavit [14] - [18].
[64] ts 5 February 2025, pages 217 - 218.
[69] Second [redacted - Sixth Defendant] Affidavit [88].
[70] [redacted - Eighth Defendant] Affidavit [1] - [4].
[72] ts 5 February 2025, pages 228 - 229.
[73] Boscolo [176] referring to Finlay v Pereg.
(1994) 13 WAR 229
(2017) 53 WAR 76