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Administration and Probate Act 1969
70Partial intestacies
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70 Partial intestacies
(1) Where a beneficial interest in the real or personal property (other
than personal chattels) of an intestate is acquired under a will of the
intestate by a spouse or de facto partner of the intestate who, but
for this section, would be entitled to an interest in the intestate's
intestate estate by virtue of Schedule 6, then:
(a) the person or persons entitled to take an interest in the
intestate estate; and
(b) the interest in that estate which that person or those persons
is or are entitled to take,
shall be ascertained by reference to this section, with Schedule 6
applying only to the extent that this section so provides.
(2) Where the intestate is not survived by issue or a parent, a brother
or sister or the issue of a brother or sister – the spouse or de facto
partner is entitled to the whole of the intestate estate.
(3) Where the intestate is survived by issue:
(a) if the value of the beneficial interest that is acquired by the
spouse or de facto partner under the will does not exceed the
amount prescribed for the purposes of item 2 in Part I of
Schedule 6 – that item (including that item as applied by
Part II or III of Schedule 6) has effect as if references in it to
the prescribed amount or the prescribed sum were references
to the prescribed amount or the prescribed sum, as the case
may be, reduced by the value of that beneficial interest; or
(b) if the value of the beneficial interest that is acquired by the
spouse or de facto partner under the will exceeds the amount
prescribed for the purposes of item 3 in Part I of Schedule 6:
(i) the spouse or de facto partner is entitled to be paid out
of the intestate estate a sum equal to, if one child or the
issue of one child of the intestate but no other issue of
the intestate survives the intestate, one-half of the value
of the intestate estate or, in any other case, one-third of
the value of the intestate estate; and
(ii) the issue of the intestate are entitled to the balance of
the intestate estate after payment to the spouse or de
facto partner of the sum to which the spouse or de facto
partner is entitled under subparagraph (i).
Administration and Probate Act 1969 28
(4) Where the intestate is not survived by issue but is survived by a
parent, a brother or sister or the issue of a brother or sister:
(a) if the value of the beneficial interest that is acquired by the
spouse or de facto partner under the will does not exceed the
amount prescribed for the purposes of item 3 in Part I of
Schedule 6 – that item (including that item as applied by
Part II or III of Schedule 6) has effect as if references in it to
the prescribed amount or the prescribed sum were references
to the prescribed amount or the prescribed sum, as the case
may be, reduced by the value of that beneficial interest; or
(b) if the value of the beneficial interest that is acquired by the
spouse or de facto partner under the will exceeds the amount
prescribed for the purposes of item 3 in Part I of Schedule 6:
(i) the spouse or de facto partner is entitled to be paid out
of the intestate estate a sum equal to one-half of the
value of the intestate estate;
(ii) if the intestate is survived by one or both of his or her
parents (whether or not the intestate is also survived by
a brother or sister or the issue of a brother or sister) –
the surviving parent is entitled, or the parents are entitled
in equal shares, as the case may be, to the balance of
the intestate estate after payment to the spouse or de
facto partner of the sum to which the spouse or de facto
partner is entitled under subparagraph (i); and
(iii) if the intestate is not survived by a parent – the brothers
and sisters of the intestate who survive the intestate, and
the issue who survive the intestate of a brother or sister
of the intestate who died before the intestate, are entitled
to the balance of the intestate estate, after payment to
the spouse or de facto partner of the sum to which the
spouse or de facto partner is entitled under
subparagraph (i), in the shares in which he, she or they
would have been entitled to the intestate estate if the
intestate had not been survived by his or her spouse or
de facto partner.
(5) Section 66(3) applies for the purposes of subsections (3) and (4) in
like manner as it applies for the purposes of Schedule 6.
(6) Where a child of an intestate who is entitled to take an interest in
his or her intestate estate also acquires an interest under the will of
the intestate in the real or personal property of the intestate, the
interest to which the child is entitled under the will shall be brought
into account, at a valuation, as at the date of death of the intestate,
Administration and Probate Act 1969 29
in accordance with the requirements of the personal representative
of the intestate, in calculating the interest that the child is entitled to
take under this Division in the intestate estate.
(7) For the purposes of this section, a beneficial interest in real or
personal property acquired by virtue of the exercise, by will, of a
general power of appointment, shall be taken to be an interest
acquired under that will.