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| WILLMAKER'S RESPONSIBILITY TO MAKE PROVISION FOR CHILDREN |
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| Two recent decisions of the Supreme Court of Victoria illustrate the circumstances in which a willmaker has a moral and legal responsibility to make provision for an adult son, and for an adult step-son.
Allan v Allan (2001) VSC 242 dealt with a claim for provision by an adult male son. The deceased left an estate valued at $250,000 which, other than small legacies to each of the applicant's two children, she left to the applicant's brother. In her will she declared that she had made no provision for the applicant because of gifts made to him during her lifetime and because of the legacies to his children. The Supreme Court of Victoria awarded the sum of $75,000 to the applicant based on the following factors:
In the second case, Henderson v Rowden (2001) VSC 267 the deceased left one-eighth of her estate valued at $200,000, to the applicant step-son and the sum of $2,000 to each of his children. The balance was left to her god-child. The Supreme Court of Victoria dismissed the applicant's claim (application for an extension in which to make a claim) based on the following factors:
As most readers will be aware, claims for a share of the estate of a deceased are not restricted to those made by the deceased's spouse and children. It is now up to the court to determine on a case-by-case basis whether provision should be made for a particular applicant. Anybody can make an application and the court will assess it according to the criteria set out in the Administration and Probate Act 1958. These criteria are extensive and include the relationship between the deceased and the applicant, whether the applicant contributed to the deceased's assets, and the age but not gender of the applicant. |
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