Further matters relevant to estoppel claim
23Paragraphs 14-21 of the plaintiff's first affidavit sworn on 19 February 2012 are as follows:
"14. Donald, Samuel and I sat around the kitchen table. Donald produced a piece of paper, a copy of which is annexed hereto and marked with the letter 'A'. We then had a conversation as follows:
Donald: 'I have come to show you some land that I have found.'
He then pointed to Annexure 'A'.
Donald: 'There are four blocks of land for sale just around the corner from your block (meaning Beattie Ave) Three facing the Highway, and one facing Tyrwhitt Avenue, Bulli. I want to buy the one in Tyrwhitt Avenue, as it is the largest block and it suits me for my fruit truck and car. I cannot buy it, unless I buy all four. The three at the front have no access to the main road (meaning the Princes Highway) but there is a right of way through the block that I am buying to allow access to the other blocks. I have spoken to Fred and Les, and they have already picked the blocks they want, there is one left over. These (pointing to the diagram), are the blocks that Les and Fred have picked, and this (indicating lot 9) is the one you can have.'
I am not sure whether it was Samuel or I, who replied,
Edna/Samuel: 'This all sounds good, we know where it is, but we have not seen it, we would need to see it.'
Donald: 'No problem, we can go now.'
I stayed home to care for my young daughter Pamela, and Donald drove Samuel to see the land that same afternoon.
15. I recall further conversations to the following effect, though I do not recall whether such conversations happened before Samuel went to look at the property with Donald, or after they both returned.
Edna: 'What would we do with Beattie Avenue? We were going to build there and we cannot afford two properties.'
Donald: 'Don't worry about it, I know a woman, Mrs Dixon, whose son is getting married, and she is looking to buy land in the area. I am sure she would love to buy your block. I'm happy to talk to her for you.'
Edna: 'It would be great if we can help you get the property you want but we cannot consider buying unless we sell the other one at the same time as we wouldn't have the money'
16. Samuel and I had regularly walked along the Princes Highway, along the footpath in front of Lot 9. I was very familiar with that area and knew that the land was quite high up from the street.
17. Leading up to the decision by Samuel and me to purchase Lot 9 I recall further conversations (there were possibly several conversations) with Donald to the following effect:
Edna/Samuel: 'It's pretty high up there. Beattie Ave. is perfect for us.
Donald: 'You don't need to worry. It won't be a problem. As I have told you my block has a right of way to yours. That will be the only way in and out of the one you buy. It would really help me out if you buy as the one on Tyrwhitt is perfect for me.'
Edna/Samuel: 'Alright I suppose it will be ok then as we won't have to worry about getting in and out from the front.'
Donald: 'Leave it all to me, I will organise it all with the solicitors including your sale. Thank you so much.
18. Shortly thereafter, Mrs Dixon and her husband came to our home at Coledale and introduced themselves. I had never previously met them. We have a conversation to the following effect, and after the pleasantries of introduction:
Mrs Dixon: 'You probably know from Don, that we are interested in buying your land at Beattie Avenue. How much would you want for the land?'
19. I do not recall all the conversation, but I do recall that Samuel was [trying] to negotiate a price of five pounds more than we had paid for the property. The negotiations took place over about half an hour or so. Eventually, Samuel and I agreed that we would sell the land to Mr and Mrs Dixon, for the same price that we had paid for it. I do not have a recollection of the price.
20. At that time, neither Samuel nor I held a drivers' licence, nor owned a car. As such, we relied on Donald to drive us to and from the solicitors.
21. Samuel and I would not have sold Beattie Avenue, but for the purpose of purchasing Lot 9 and we would not have purchased Lot 9 but for the fact that Donald stated that Lot 9 had a right of way over lot 25 to access it."
24Annexure A referred to in paragraph 14 of that affidavit is a plan of a large subdivision of land at Bulli dated 1919. In cross-examination Mrs Thomas said that she and her husband were doing the defendant a favour, that they were happy at Beattie Street, but agreed to purchase lot 9 to help a family member. The defendant denies this. He said he could have sold to anyone and had no need to sell. I accept that he was able to buy the four lots but not necessarily to build on lot 25 without sale of the others. I do not accept that the plaintiff was anxious to buy. The fact that the defendant organised everything with the solicitor tends to support the plaintiff's version.
25There was further oral evidence relevant to the representations. Mrs Thomas stuck to her account that it was her brother, the defendant, who had suggested to them that they might buy lot 9 and that he brought the plans to them at Corrimal to show them. She had a particular reason for remembering this because an event had occurred the previous day at Corrimal. Mr Symons does not deny that he went to Corrimal, but his consistent version of events is that he did not ask Mrs Thomas and her husband to buy lot 9, and to the contrary they asked him if they could buy it from him. I have come to the conclusion that the evidence of Mrs Thomas on this aspect should be accepted. One reason for doing so is that I accept her evidence that she and her husband were quite happy with the block of land which they had bought in Beattie Avenue and on which they intended to build. They had no particular reason to look for another block of land and I do not think they had any reason to think that lot 9 was superior to the block which they then owned. Mrs Thomas said she thought it inferior.
26So far as any conversation about access is concerned Mr Symons accepted that there was discussion about access, that he knew that access was to be gained to lot 9 across lot 25 for the purpose of building and otherwise and that he was happy for this to take place. There is some confusion in the evidence which Mr Symons gave in cross-examination, partly I think because due to his age he has more difficulty than his sister in giving evidence. The general effect of his evidence was that he did not agree or say that he would give a right of way over lot 25 to lot 9, but what he did do was to agree that they could have access, but not permanent access. The transcript at page 172, line 45 - page 173 line 5 should not read as accepting any concession of Mr Symons that he spoke of a right of way. He denied that he had told Mr Cameron that there was an arrangement with his sister that he could not go back on. He accepted that he knew the garage was being constructed and he assisted with this. He also accepted that it was Mr Thomas who had put down the concrete pad to the garage which extended onto his land. He denied the conversation set out in para [16] above. While his evidence was that access was not to be permanent, he did not tell the plaintiff or her husband that.
27Mr Cameron lived at 143 Princes Highway and was therefore a neighbour to Mrs Thomas. He said that they had a reasonable neighbourly relationship, but that it seems this fell away a few years ago as a result of some disagreement about pruning shrubs on the boundary. That does not really matter. Mr Cameron's evidence was that he found out that there was a problem about the access and that he spoke to Mrs Thomas because he had remembered a conversation which he thought might help. In his affidavit sworn 1 August 2012, he gave the following evidence in para 7.
"7. My daughter, Sarah, was born on 9 October 1991. Approximately, 12 months before Sarah's birth, I had repaired a side fence and had some left over [Colorbond] fence panels. I recall having a conversation with Donald in the following terms:
Donald said words to the effect of,
'I see you have some left over panels. Could you use them to fix the fence between our properties?'
I replied words to the effect of,
'yes no problem but now that you have raised that, I would like to leave an opening in the fence, and use the driveway down your property much as Edna have been doing. I am happy to pay for it, [or] lease it from you.'
Donald said words to the effect of,
'No, you can't have use of the driveway. I had problems with Fred in the past, and don't want any more problems.'
I said words to the effect of,
'There won't be any problems. I can use it much as Edna does. Can't I do the same thing?'
Donald said words to the effect of,
'No, its different with Edna. She is my sister, and it was part of the deal when we bought the land, it included use of my driveway. It was part of the agreement. I can't change that.'"
28Mr Symons in his affidavit in reply accepted the first part of the conversation put forward by Mr Cameron, but denied the last part. I have already dealt with the cross-examination on this. I thought Mr Cameron was a reliable witness. I accept his evidence on this. It is to be remembered that some of the evidence of Mr Symons was clearly incorrect. I do not accept his evidence he gave that Stephen Thomas, the son of the plaintiff, asked him whether a right of way could be purchased over his land for use by his parents, nor that Mr Thomas did not build the concrete pad. In cross-examination he admitted he did.
29There are a number of matters which need to be borne in mind when deciding whether or not the plaintiff's version of events should be accepted. The first of these is that the caveat does not in any way state the basis for the interest which the plaintiff now claims. Objection was taken to questions asked of her as to the story which she had told to Mr Makim, the solicitor who was responsible for the wording of the caveat. It is correct to say that this caveat appears to be based on a view that there might be some rights to an easement by possession or by prescription. On the other hand, the interest claimed is not necessarily contradictory to the claim now made by the plaintiff.
30The next point against the plaintiff is the obtaining of the approval for the garage. She and her husband were joint owners of lot 9 at the time so that his actions are important so far as her present claim is concerned. It does seem that at one stage Mr Thomas decided not to proceed with the application, but then said that he wished it to proceed. In any event, having got approval, he did nothing about it. It may have been that he decided access would be too dangerous, but one does not know. Mrs Thomas said she did not know of the application. That was unconvincing and I do not accept it.
31The most significant matter against the plaintiff's story is that she did not tell it to anybody else prior to giving instructions to her solicitor for her affidavit. What I mean by that is that she said that she had not discussed what had happened in 1947 with her family or with any of her friends, particularly at the bowling club and the ladies with whom she played bingo regularly, although she said they were always discussing her case and how she was getting on with it. More importantly however, she did not discuss it with her son who is a barrister and in answer to a question by me, he said that he had not been told by his mother the version of events in the important paragraph 14 of her affidavit (cited at para [23] above) and when he saw that paragraph either in final form or in draft, he had not been told of that story of the events before that time. The explanation of Mrs Thomas for this is that only she and her brother knew what had occurred in 1947.
32The final matter to bear in mind is that the conversations relied on took place in 1947 and the late 1960s. This was many years ago and the plaintiff is elderly, although quite alert. Care must be taken before accepting the plaintiff's version of events.
33In spite of these problems I consider that the version put forward by the plaintiff is substantially the truth. As I have said, I accept that she and her husband did not need to move and were not keen to move; I accept that Mr Symons came to see them at Corrimal to discuss the matter with them and that at that particular time, he showed them the plan and said that access would be obtained over lot 25. I accept that Mr Symons asked Mr and Mrs Thomas whether they would buy lot 9. And I accept the evidence of Mrs Thomas that they would not have done so had they not had access over lot 25. I accept that it would have been quite impossible for them to build their house without that. I also bear in mind that Mr Symons did not put forward in chief any version of the conversation about access which clearly did occur. I also accept the evidence of Mrs Thomas referred to in paragraph 16 that Mr Symons used the words "right of way".
34The result of this is that I find that Mr and Mrs Thomas relied on the representations of Mr Symons as to access over his land to lot 9 and that they would not have bought lot 9 unless he had done so. I also accept the obvious evidence that they placed their garage where it is so as to be able to drive their car over lot 25 into the street. I accept that they spent money in building the house and garage. The detriment is obvious. Mrs Thomas has lot 9 without legal vehicle access.
35In deciding this it is necessary to bear in mind that Mrs Thomas did not know the legal effect of a right of way. There is nothing to suggest that she understood that it was a right attached to the land rather than a right of access for her and her husband to their land. Mr Symons said he knew what a right of way was but gave no evidence of his understanding. While I accept the evidence of Mr Cameron and the evidence of Mrs Thomas as to the right, that in itself does not mean that the representations amounted to a permanent easement in favour of lot 9. They may have amounted to a licence or they may in a way have amounted to an easement to exist while lot 9 was in the ownership of Mrs Thomas or Mrs Thomas and her husband.
36Again, in considering all the evidence I bear in mind that the plaintiff seems remarkably alert for her age but on the other hand the defendant cannot now read, is hard of hearing, is no longer independent and is not what might be called as sharp as his sister. In spite of this I formed the clear view that he understood the questions asked and was able to answer them. The result of all of this is that I find:
(a) The defendant encouraged the plaintiff and her husband to buy lot 9;
(b) The defendant said they would have access over lot 25. He may have said they would have right of way but not so as to bear its legal meaning so as to attach to land. This is an estoppel case, not an objective theory of contract case;
(c) The plaintiff and her husband relied on this and continued to do so and the defendant knew this. Construction of the garage with his help and the concrete pad makes this clear;
(d) The plaintiff and her husband acted to their detriment in moving from Beattie Street with only street access to lot 9 without vehicle access and in expending money building their home and the garage on the basis of access over lot 25.
37I was taken to many recent decisions of the Court of Appeal dealing with equitable proprietary estoppel including Duic v Duic [2013] NSWCA 42; Waddell v Waddell [2012] NSWCA 214; Walsh v Walsh [2012] NSWCA 57; Evans v Evans [2011] NSWCA 92; and Delaforce v Simpson-Cook [2010] NSWCA 84. The principles as set out in those cases derive from the judgment of Brennan J in Waltons Stores (Interstate) Ltd v Maher [1988] HCA 7; (1988) 164 CLR 387. It is not necessary to repeat them again other than to bear in mind that the equity need not be the minimum.
38I have come to the conclusion that the plaintiff has not established entitlement to a permanent easement benefiting her land. In other words, the representations she relied upon have not required such a result. In addition I consider such relief would be out of proportion to the detriment. However, I conclude the evidence is clear enough and strong enough to lead to a finding that there was a representation that the plaintiff would have a right of access as has been used for 66 years and it would be unjust and unconscionable to bring that right to an end while Mrs Thomas remains in occupation of lot 9. I find the defendant is estopped from denying that the plaintiff has a right of continued access as used since 1947 over lot 25 so long as she remains in occupation of lot 9 as her home. While this relief was not specifically sought in the statement of claim, it was discussed in submissions and would come within "other orders as the Court thinks fit". In any event the appropriate relief is always a matter for decision in estoppel cases.
39The defendant intends to sell lot 25 and an injunction restraining interference with access would not bind on purchasers. There would be ways of overcoming this by requiring purchasers to bind themselves to the rights of Mrs Thomas, but unless the purchasers have any objection the same result could be achieved by ordering the defendant to execute a grant of right of carriageway over the part of lot 25 presently used for access until Mrs Thomas ceases to live in No. 145 Princes Highway as her home. Counsel can discuss the appropriate form of order.
40Laches was raised as a defence. It is referred to in written submissions, but not addressed in oral submissions. The plaintiff acted when she first knew access would be denied. That defence must fail.