Part iv application administration probate act
Join over 19, members and find out about the full suite of membership products and services. In Madden v Singvongsa , the Court of Appeal confirmed that the amendments to the Part IV regime effected by the Wills Act have not altered the approach of the Court at the quantum stage of the inquiry. Accordingly, any appeal against the amount awarded under Part IV is an appeal from a discretionary judgment and the manner of determining such an appeal is governed by well-established principles.
It is not enough that the judges constituting the appeal court consider that, had they been in the position of the primary judge, they would have taken a different course. As such, that decision should be affirmed unless the Court of Appeal is satisfied that a vitiating error has occurred in the exercise of the discretion by the primary judge. Further, failing to give weight or sufficient weight to relevant considerations can constitute a vitiating error. As Kitto J said:.
It is in this context that an appeal from the judgment of Byrne J [7] was brought. The respondent Viroun Singvongsa and his wife Phetsourine Visisombat, the testatrix, were second cousins and had known one another since they were children in Laos.
Wills, Probates & Estates
Ms Visisombat moved to Geneva with her family when she was a teenager but returned to Laos in the late s and became involved in a romantic relationship with Mr Singvongsa for several years. Following the end of their relationship, Ms Visisombat returned to Geneva, where she married and had a son, and Mr Singvongsa moved to France, where he studied, before emigrating to Australia with his first wife and children in Ms Visisombat later divorced her husband and subsequently had a daughter with her new partner.
In , Mr Singvongsa separated from his wife and resumed his friendship with Ms Visisombat. They married in August By her will, dated 25 May , Ms Visisombat left her entire estate to her two children and stated that she had made no provision for Mr Singvongsa as she had adequately provided for him during her lifetime.
However, counsel and the trial judge accepted that this statement was false.
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At the trial in July , Byrne J found that at the date of her death Ms Visisombat had a moral obligation to provide for Mr Singvongsa who had no assets and only a modest income. In his reasons for judgment, Byrne J stated that he had had regard to the matters prescribed in s91 4 of the Administration and Probate Act. The offer was made in a Calderbank letter. The appeal sought that the order made by his Honour that the estate be distributed by way of three equal shares be set aside and that an order be made in lieu thereof that Mr Singvongsa receive one-tenth of the net residuary estate.
The appellant submitted that Byrne J had fallen into error in the exercise of his discretion in that he had failed to accord sufficient weight to the deficiencies of the marriage between Mr Singvongsa and Ms Visisombat. Mr Singvongsa did not appeal the costs order made by Byrne J. Mr Singvongsa submitted that, in accordance with the established principles relating to the determination of an appeal against an exercise of discretion, it was incumbent on the appellant to show that the exercise of discretion in relation to quantum had miscarried.
There is instead a range of appropriate provisions, in much the same way as there is a range of awards for pain and suffering or a range of available sentences. Minds may legitimately differ as to the provision that should be made. Furthermore, it is not at all clear that reasons for an appropriate provision need to be fully articulated. It was said that the appellant could there-fore not rely on the uncommitted way in which Ms Visisombat treated the marriage relationship to limit or reduce the provision that Ms Visisombat should otherwise have made for Mr Singvongsa.
Administration and Probate of Deceased Estate
The appeal was dismissed. It reaffirmed that the manner in which an appeal from an exercise of discretion should be determined is governed by established principles, that there is a strong presumption in favour of the correctness of the decision appealed from and that the decision should therefore be affirmed unless the appeal court is satisfied that it is clearly wrong. Costs As Mr Singvongsa did not appeal the cost order made by Byrne J this aspect of the order stands. This means that by making Calderbank offers to settle their claims, future plaintiffs will be able to put pressure on executors of estates who are not beneficiaries.
Discretion displacing value judgment? Before the amendments effected by the Wills Act , the class of eligible applicants comprised the spouse widow or widower and children natural or legally adopted of the deceased. No discretion was involved in determining whether an applicant was eligible. The next question — whether an eligible applicant had been left without adequate provision for his or her proper maintenance and support — constituted the jurisdictional or threshold stage. The precise nature of the determination of the jurisdictional question has been held to be strictly speaking one of fact despite it involving the exercise of value judgments.
It may be that under the amended Act each stage of the Part IV inquiry now does involve an exercise of discretion. This is because s91 4 of the Act now requires a court to conduct the same inquiry for each of the two parts of the jurisdictional stage and for the quantum stage. Consequently, it may be no longer feasible in Victoria to describe the jurisdictional phase as strictly one of fact — it seems that the Act may now require, in respect of each of the three questions, an instinctive synthesis that takes into account all the relevant factors and gives them due weight.
If this is correct then it will be difficult to successfully appeal a decision under Part IV, whether the appeal is brought in respect of the jurisdictional stage or the quantum stage, given the strong presumption in favour of the correctness of the decision appealed from and the necessity to satisfy the appeal court that a vitiating error has occurred in the exercise of discretion by the primary judge. Accounting not required. Application for accounting by personal representative.
Application for accounting by person interested in an estate. Notice of objection. Court powers on passing accounts. Investigation of accounts by accountant or other skilled person. Part IV - Contentious Matters. Application respecting contentious matter. Service under this Part. Procedure and powers at hearing.
Production of a will. Proof of lost or destroyed wills. Revocation of grant. Proof in solemn form. Registrar as clerk of court. Appeal from decision or order of registrar. Schedule A - Probate Mediation Procedure. Parties to the mediation. Appointment of mediator. Procedure before mediation session. Resort to other proceedings. Outcome of mediation. Form 1 - Certificate of Status of a Grant. Form 2 - Affidavit of Execution of Will or Codicil. Form 3 - Affidavit Verifying Translation. Form 4 - Order Appointing a Guardian ad Litem. Form 5 - Affidavit of Service.
Form 6 - Subpoena. Form 8 - Application for a Grant of Probate. Form 9 - Application for a Grant of Administration. Form 12 - Renunciation Probate. Form 13 - Renunciation Administration. Form 14 - Renunciation Administration with the Will Annexed. Form 17 - Notice of Rejection. Form 20 - Grant of Probate. Form 21 - Grant of Administration. Form 22 - Grant of Administration with the Will Annexed.
Form 23 - Extra-Provincial Grant of Probate. Form 24 - Notice to Beneficiaries Residuary. Form 25 - Notice to Beneficiaries Non-Residuary. Form 26 - Notice to Heirs Intestacy. Form 28 - Affidavit of Service - Notice of Grant. Form 29 - Inventory.
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Form 30 - Notice re Filing Inventory. Form 31 - Request for Advertisement.
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- Family Provision Wills And Probate.
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Form 32 - Notice of Claim. Form 33 - Notice of Contested Claim. Form 34 - Affidavit - Insolvent Estate. Form 35 - Order - Insolvent Estate. Form 36 - Release.
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Form 38 - Consent - Accounting Not Required. Form 39 - Application to Pass Accounts by a Hearing. Form 41 - Order on Passing Accounts. Form 42 - Notice of Objection to Accounts. Form 44 - Notice of Taxation - Bill of Costs. Form 45 - Notice of Application.