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Contact Armstrong Legal:
Sydney: (02) 9261 4555
Melbourne: (03) 9620 2777
Brisbane: (07) 3229 4448
Adelaide: (08) 8410 0055
Perth: (08) 9321 5505
In WA, eligible persons can Contest a Will and make what is called a Family Provision claim if they have been left without adequate provision from a deceased estate.
Our team practices exclusively in Wills and Estates Law and are here to guide you through the process to the best possible outcome. If you are considering contesting a will, or if you have a question, we encourage you to call us on 1300 168 676 for a free initial case assessment.
Each State of Australia has a different set of rules which apply when contesting a Will. There are different time limits and eligibility differs in each State depending on where the deceased died. If the deceased died in WA, the information below is relevant.
Almost all of our Contesting a Will work in WA is done on a No Win No Fee basis.
In Western Australia, you may Contest a Will if:
Given that each case is unique we recommend you call us on 1300 168 676 for a free case assessment.
In order for a will to be contested in Western Australia pursuant to the Family Provision Act 1972, the deceased person must have been domiciled in Western Australia and passed away leaving assets in the state. The deceased person could also have held assets outside Western Australia.
In order to contest a will, an applicant must fall within the class of eligible persons to make a claim. It is not open for any person to make a claim on another’s will and the category of people who can make a claim is defined by the Family Provision Act 1972 (see our page on eligible applicants).
The claimant must prove that the deceased had a duty to provide for them in the will, but failed to make adequate provision for welfare and advancement in life.
If negotiations are unsuccessful to resolve the matter, documents are filed in Court to detail the claim which is being made by the applicant.
It is important that if you intend to make a claim that you do so before the estate assets are distributed. It is possible that the estate property may be sold or transferred and estate funds may be spent. If you delay in making a claim, there may be no assets or funds to claim on.
If you are thinking of making a claim contact one of our lawyers promptly to assess your case.
Pursuant to the Family Provision Act 1972, eligible applicants who can contest a will in WA include:
If you are eligible to make a claim on someone’s estate for further provision, the Family Provision Act 1972 states that you must make a claim on the estate within 6 months of the grant of probate.
The grant of probate is the approval by the Court of the deceased’s will which is granted to the Executor if there are no questions regarding the validity of the deceased person’s will.
There are special rules regarding how the six months are to be calculated.
The Interpretation Act 1984 (WA), states that where a period of time is expressed to be calculated from a specified day, that day shall be included in the period. For example if probate was granted on 15 August a period of 6 months beginning on that date ends on 14 February and a period of 6 months beginning on 30 or 31 August ends on 28 February (or 29 February in a leap year).
You should be cautious not to delay seeking advice about your claim.
If you make a claim outside the six months period prescribed by the legislation, you must obtain leave of the Court to make the application and provide the Court for reasons for this delay.
The Court may not approve late applications for family provision and you should consult with a lawyer to discuss the circumstances of your case.
A common problem that people encounter about the details of a person’s estate after they pass away is that they do not know if they have been included in the deceased person’s will. In Western Australia, the executor (that is the person responsible for administering the deceased’s estate) is under no obligation to provide any person with a copy of the deceased’s will.
The relevant legislation about this matter is the Administration Act 1903. Pursuant to section 140(3) after a grant of probate or administration, a copy of the grant may be obtained from court with the will attached.
It is only after a grant of probate has been granted by the Court that you can obtain a copy of the will. This is why it is important for you to make an enquiry at the registry of the Supreme Court of Western Australia to determine if probate has been granted. There is a form for you to complete requesting a search of the probate records. Currently you can obtain a copy of this document from the Supreme Court of Western Australia web site.
You may need to wait a short period after the deceased person passing away because obtaining a grant of probate is not a process that occurs immediately after the deceased’s passing. Once probate has been granted, the information about the will is available for you to obtain.
You should consult with a lawyer if you are having trouble obtaining a copy of the will so that the lawyer can consult with the Executor of the estate or the Executor’s lawyer so that the lawyer can determine the status of the application of probate in order to obtain a copy of the will.
Legal costs in family provision cases are at the discretion of the judge. Pursuant to Section 14(6) of the Family Provision Act 1972 (WA) the Court is able to make any order as to costs in which it deems just. However, the Court will usually order payment of a successfully claimant’s costs.
In exercising the discretion regarding costs, the judge will consider whether or not the claimant had been able to establish that the testator failed to make adequate provision for the proper maintenance, welfare and advancement in life of the claimant.
If however the claimant’s case is not accepted by the Court, then there will be no order for payment of the claimant’s costs. In fact, an unsuccessful claimant may be ordered to pay the costs of the executor defending the proceedings.
As far as the cost of an Executor are concerned, these are usually paid for from the estate.
It is important to remember that each case will be determined on its own facts. This is why it is important to consult with a lawyer regarding your claim.
If a person dies without a will, there are rules regarding the distribution of their estate and the priorities that surviving relatives will take to receive the deceased’s estate.
In Western Australia, the Administration Act 1903 (WA) governs how the deceased’s estate is to be distributed on intestacy. An administrator applies to the Court for Administration of the estate. Once a grant of Letters of Administration has been made by the Court, then the Administrator distributes the estate as follows:
In order for a will to be valid it must be in writing, witnessed correctly and dated. A court may in certain circumstances admit a document which does not meet all of these requirements.
The validity of a will may also be challenged on other grounds including:
Fraud, forgery and undue influence matters involve establishing that the testator who was in a vulnerable position was manipulated to leave his or her property in a particular way.
There are specific evidentiary matters which must support such claims regarding the validity of a will.
You should consult a lawyer to discuss the circumstances of your case and the evidence that you have to support challenging the validity of a will.
In WA, the Court addresses the claimants claim for further provision from the Deceased’s estate using a two stage process as set Out in section 6 of the Family Provision Act 1972.
The first stage involves the determination of whether the bequest made to the claimant or the failure to provide for the claimant is such that the deceased has not made adequate provision from his or her estate for the proper maintenance, support, education or advancement in life of the claimant. This is sometimes referred to as the 'jurisdictional question'.
The Court must be satisfied that the deceased failed to make adequate provision for the claimant’s proper maintenance, support, education and advancement in life before it will continue to consider the claim. This question is assessed at the date of death of the deceased.
The second stage, involves the exercise of the Court’s discretion regarding the provision that the court thinks fit be made out of the deceased's estate for the proper maintenance, and advancement, of the claimant.
This part of the assessment is made as at the date of the order meaning the Court will consider what the claimants needs are at the date the order is made.
In the matter of Waddingham -v- Burke as Executor of the Will of Graham Scott Waddingham  WASC 65 the Court addressed the matters that the Court considers when assessing whether the testator has made adequate provision for the claimant’s proper advancement:
The word 'proper' connotes something different from the word 'adequate'. For example, a small sum may be sufficient for the 'adequate' maintenance etc of the claimant but, having regard to all the circumstances, including the size of the deceased's estate and the lifestyle to which the claimant had become accustomed during the deceased's lifetime, may be wholly insufficient for his or her 'proper' maintenance. By contrast, a sum may be quite insufficient for the 'adequate' maintenance etc of the claimant, and nevertheless be sufficient for his or her maintenance etc on a scale that is 'proper' in all the circumstances
The determination of whether the provision, if any, made for the claimant is 'adequate' for his or her 'proper' maintenance etc involves not only a scrutiny of the requirements of the claimant for maintenance etc that were reasonably foreseeable by the deceased, but also an examination of the totality of the relationship between the claimant and the deceased.
'Adequate' is concerned with the quantum, whereas 'proper' prescribes the standard, of maintenance, etc. The propriety of the provision, if any, for the claimant is to be assessed by reference to all the circumstances including contemporary accepted community standards.
The facts of each case are different and no two cases are exactly the same. For further discussion regarding your question, contact a lawyer to discuss the details.
In order to contest a will in Western Australia, a claimant first needs to get over the hurdle about whether or not they are eligible to contest a will.
The law recognises the principle of testamentary freedom. This means that a person is free to leave the assets which they have at the date of their death to the person or persons whom they wish.
However, the law recognises that a testator has a moral obligation to provide for certain persons and the states in Australia have legislated to set out a list of eligible persons who can make a claim on the deceased’s estate if they have been left out of a will or have been left without adequate provision in the will.
In order to make a claim for family provision in Western Australia, a claimant must fall within a category of eligible persons pursuant to the Family Provision Act 1972.
Section 7 of the Act specifies the persons who are entitled to make a claim on the deceased’s estate for further provision. The categories of people do include a grandchild of the deceased in section 7 (d) of the Act provided the relationship meet certain conditions. The legislation states that and eligible person includes:
Accordingly, a grandchild can make a claim provided that:
There are time limits for making claims so it is important that you speak with a lawyer to discuss your case to determine if you fit within the class of eligible persons to make a claim on a grandparent’s estate.
The law is particular about the persons who can contest the will of the deceased person if they have been left out of the will. The ability to contest a deceased’s will is not open to all relatives and friends. The reason that this is the case is because the law recognises that a person should be able to leave the assets which they have accumulated during their lifetime to whomever they please.
While this value of testamentary freedom is accepted, the law does recognise that a testator has a moral obligation to make adequate provision for certain persons which the community expects for them to do so. The various states in Australia have set out different rules about who is ‘an eligible person’ to make a claim on the deceased’s estate. These rules about eligibility to contest a will are different in each state.
In Western Australia, the Family Provision Act 1972, is the legislation which addresses the question about who is an eligible person to make a claim. Sections 7 of the Act states that the people who can make a claim on the deceased’s estate include a spouse, a former partner who is entitled to maintenance from the deceased, a child including one who is born 10 months after the deceased’s death, a grandchild in certain circumstances, a step child in certain circumstances and a parent of the deceased.
These categories do not include a nephew or niece. Thus unlike other states such as Queensland which includes a category for dependents, New South Wales which includes a category for persons who were members of the deceased’s household and Victoria which has a category for claimants to whom the deceased owed a responsibility there are no categories in Western Australia which a nephew or niece will fall under to be considered as eligible applicants to contest a will.
Thus, because a nephew or niece are not included in the legislation they cannot make a claim on their aunt or uncle’s estate if they have been left out of the deceased’s will. This is case even if the nephew or niece had a close relationship with the deceased during their lifetime.
Have you been left without adequate provision from a deceased estate? We offer a free assessment of your case and a no win no fee policy. We have a specialist team that deals only in Wills & Estates servicing NSW, VIC, QLD, ACT, SA & WA. The law relating to Wills and Estates can often be complex and confusing so we encourage you to make contact with our team.
Contact Armstrong Legal:
Sydney: (02) 9261 4555
Melbourne: (03) 9620 2777
Brisbane: (07) 3229 4448
Adelaide: (08) 8410 0055
Perth: (08) 9321 5505