Contesting A Will in SA
In SA, 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 038 223 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 SA, the information below is relevant.
Almost all of our Contesting a Will work in SA is done on a No Win No Fee basis.
Grounds for Contesting a Will in SA
Not everyone can contest a deceased person’s will. There are a number of critical issues which need to be considered before making a claim.
Firstly, you need to be an eligible person as set out in section 6 of the Inheritance (Family Provision) Act 1972.
You must then demonstrate that you have been left without adequate provision for your proper maintenance, education or advancement in life.
The Court will consider a number of matters when determining whether you have bene left without adequate provision for your proper maintenance, education or advancement in life. These include your financial circumstances, your relationship with the deceased, the size of the estate and the circumstances of any other person who is a beneficiary or entitled to make a provision claim.
There is no formula to calculate the further provision which you should receive. The Court will consider the circumstances of your matter and apply precedent or previous cases to calculate the amount that you should receive.
Because each case will turn on its own facts, we recommend that you consult with a lawyer to speak about the details of your matter and whether you should proceed with a claim.
How to Contest a Will in SA?
A will be can be contested in South Australia pursuant to the Inheritance (Family Provision) Act 1972 when the deceased was domiciled in the state and died leaving assets there.
It is not open for any person to make a claim on another’s will. In order to contest a will, an applicant must fall within the class of eligible persons to make a claim. The category of eligible applicants defined by section 6 of the Inheritance (Family Provision) Act 1972.
The claimant must prove that the deceased had a duty to provide for them in the will, but failed to make adequate provision their 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.
Who can Contest a Will in SA? (Eligible Applicants)
In South Australia, you cannot make a claim on a deceased person’s estate unless you fall within a class of eligible persons which is set out in legislation.
The class of people who can make a claim in SA is as follows:
- The spouse of the deceased person;
- The former spouse;
- A domestic partner;
- The child of the deceased person;
- A child of the deceased’s spouse or domestic partner if they were being maintained by the deceased before his or her death;
- A parent if they can show that they cared for, or contributed to the maintenance of, the deceased person during his lifetime;
- A sibling if they can show that they cared for, or contributed to the maintenance of, the deceased person during his lifetime;
If you fall within the class of eligible people to make a claim pursuant to section 6(c) of the Inheritance (Family Provision) Act 1972, you should consult a lawyer to advise you on the further information required to make a claim
How long do I have to contest a will in SA? (Time Limits)
In South Australia, you have 6 months from the date of the grant of probate to the Executor to make an application for family provision from the deceased’s estate.
In certain circumstances, you can apply to the Court for an extension of time to make an application. Section 8 of the Inheritance (Family Provision) Act 1972 states that the Court may, after hearing the reasons for your delay extend the time for making an application for provision under the Act.
The reasons for your delay are matters which the Court will consider closely in determining whether or not to extend time. The Court will review the length of the delay, the reasons for the delay and any prejudice to other parties arising from the delay (DELISIO & ORS v SANTORO No. SCCIV-00-790  SASC 65).
If a distribution has been made to other beneficiaries before your claim is heard, the Court will not ‘disturb’ that distribution in order to meet your claim. In addition, the Court may also consider whether a claim has been made by another party within time to allow you to be joined a party to that proceeding (Section 8 (7) Inheritance Family Provision Act a972).
It is very important that you do not delay in making your application as the Court may not consider the reasons which you provide sufficient to extend the time for making an application.
You should consult with a lawyer promptly if you are aware that probate has been granted so that the appropriate steps are taken regarding your claim.
How do I get a copy of a will in SA?
In South Australia, there are no specific legislative provisions for you to obtain a copy of the will.
You may consider approaching the Executor of the will to request a copy of the will, however the Executor is under no obligation to provide you with a copy. In the process of administering the estate, the Executor will contact beneficiaries to inform them that they have been named as beneficiaries in the deceased’s will, but this is only required after a grant of probate has been obtained.
You will be able to obtain a copy of the deceased’s will after the Supreme Court has granted probate to the Executor. The process of obtaining a grant of probate can take some months after the deceased’s passing.
If you are considering making a claim, you are able to periodically check with the Supreme Court of South Australia to check if the will has been lodged for probate.
If you are uncertain about the process, it is prudent to contact a lawyer to assist you so that you do not miss the limitation date for filing your claim.
Costs of Contesting a Will in SA / Who pays fees?
The legal costs in family provision cases in South Australia are at the discretion of the judge. Pursuant to Section 9 (8) of the Inheritance (Family Provision) Act 1972 (SA), the Court may make such order as to the costs of any proceeding under this Act as it considers just. Generally, the Court usually orders payment of a successful claimant’s costs by the estate.
Among other matters, the judge will consider whether or not the person making the claim has demonstrated 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. This is particularly relevant where offers have been exchanged and the claimant has rejected an offer which is more favourable than the outcome achieved at Court.
The cost of an Executor in family provision claims 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.
Dying without a will? (Intestacy)
What happens if someone dies without a will in South Australia?
When a person dies without a will, they are said to have died intestate. There are rules governing who receives a person’s estate if they die without a will.
Part 3A of the Administration and Probate Act 1919 (SA) known as the statutory order.
Different rules apply to the distribution of the Deceased’s estate depending on the persons who survive the deceased. Is survived by a spouse or domestic partner and no children, the spouse or domestic partner receive entire estate
If the deceased is survived by a spouse or domestic partner, and children, but the estate is less than $100,000.00, then the whole estate passes to spouse or domestic partner. If total estate is more than $100,000.00 then the spouse or domestic partner is entitled to the personal property, $100,000.00 and half the remaining balance. For example if the estate is worth $200,000, then the spouse or domestic partner will receive $100,000.00 plus $50,000.
If the deceased owned the family home in their name alone, then the spouse or domestic partner has the right to purchase the home. If the child is under 18 their share must be given to the Public Trustee to manage under trust.
If the deceased is only survived by his or her children and not spouse, then the children will take the estate equally. If a child has died before the deceased, then his or her children will take the share that their parent would have taken equally.
In circumstances where the deceased has died without a spouse or children the relatives of the deceased will take his or her estate in the following order:
- Parents in equal shares or to surviving parent;
- Siblings in equal shares. If a sibling has died then their child would receive their share;
- Nephews and nieces in equal shares or their children;
- Grandparents in equal shares or to surviving grandparent;
- Uncles and aunts in equal shares or if one has died then to their children in equal proportions;
- First cousins in equal shares.
If the deceased has died with no relatives, then his or her estate will pass to the Crown.
What happens if the will is not valid?
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 be challenged on other grounds including:
- That it is not the last will of the deceased;
- The lack of a mental capacity. These cases usually arise when the deceased of the deceased had dementia or was of unsound mind at the time that instructions were provided for the preparation of the will. In order to challenge a will based on mental capacity, the person challenging the will must prove that the testator:
- understood the consequences of making the will,
- understood the extent and value of the testator’s property;
- understood who the persons are that the testator is expected to provide for and who the beneficiaries are; and
- was suffering no delusion of the mind.
- Undue influence placed on the deceased in making the will; and
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.
In South Australia, if a dispute arises about the validity of a will, an interested party may approach the Court to determine the deceased’s intention in the will. Pursuant to the Wills Act 1994, the Court may rectify a will so that the deceased’s intentions are correctly set out.
Alternatively, if the deceased may be found to have passed away intestate and their estate distributed in accordance with the criteria set out in Part 3A of the Administration and Probate Act 1919 (SA).
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.
What does the court consider when making a claim?
You must demonstrate that you have been left without adequate provision for your proper maintenance, education or advancement in life.
The Inheritance (Family Provision) Act, does not set out a comprehensive list of considerations that a Court must make when assessing your claim. Instead, the Court applies methods which have been adopted in previous cases to compare and apply to your own case.
One of the test cases which the Court applies in these matters is Singer v Berghouse  HCA 40. This case requires the Court to carry out a two stage process to assess your claim.
First, the Court must decide if the applicant has been left without adequate provision for his or her proper maintenance, education or advancement in life……The second stage, involves the determination by the Court of what provision ought to be made out of the deceased (testator’s) estate for the applicant. At the second stage, the Court may have regard to circumstances existing at the time it is proposed to make the order.”
In adopting this process, the Court may consider the following non exhaustive list of considerations:
- your financial circumstances and that of your partner;
- your health and medical circumstances and that of your immediate family;
- your needs for the future;
- your relationship with the deceased;
- the provision made for you by the deceased during their lifetime;
- the size of the estate; and
- the circumstances of any other person who is a beneficiary or entitled to make a claim.
The law does not set out a particular formula to calculate the provision (if any) that you should receive from the estate. The Court will consider the circumstances of your case and apply precedents or previous cases to compare and consider what you should receive from the estate.
As each case is different, you need to consult with a lawyer to discuss your claim.
Can a Niece or Nephew Contest a Will?
The law is particular about the persons who can contest the will of the deceased person if they have been left out. 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 South Australia, the Inheritance Family Provision Act 1972, addresses eligibility of a person to make a claim. Sections 6 classifies the following people as eligible:
- the spouse of the deceased person;
- a person who has been divorced from the deceased person;
- the domestic partner of the deceased person;
- a child of the deceased person;
- a child of a spouse or domestic partner of the deceased person being a child who was maintained wholly or partly or who was legally entitled to be maintained wholly or partly by the deceased person immediately before his death;
- a child of the child of the deceased person;
- a parent of the deceased person who satisfies the court that he cared for, or contributed to the maintenance of, the deceased person during his lifetime;
- a brother or sister of the deceased person who satisfies the court that he cared for, or contributed to the maintenance of, the deceased person during his lifetime.
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.
Can Grandchildren Contest a Will?
To contest a will in South Australia, a claimant first needs to be considered eligible in order for the Court to consider their claim.
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 of their choice.
However, the law does 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 what is called family provision in South Australia, a claimant must fall within a category of eligible persons pursuant to the Inheritance Family Provision Act 1972.
Section 6 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 6 (h) of the Act provided the relationship meet certain conditions. The legislation states that and eligible person includes “a child of the child of the deceased person”.
Accordingly, a grandchild can make a claim without having to prove any further conditions like some other states.
However, the success of a grandchild’s claim will not only depend on being able to prove eligibility. A claimant needs to satisfy the Court that they have been left without adequate provision based on a number of factors (Singer v Berghouse  HCA 40).
The Court may consider the following non-exhaustive list of considerations:
- the grandchild’s financial circumstances and if you have a partner, that of your partner;
- the grandchild’s health and medical circumstances and that of your immediate family;
- the grandchild’s needs for the future;
- the grandchild’s relationship with the deceased;
- the provision made for the grandchild by the deceased during their lifetime;
- the size of the estate; and
- the circumstances of any other person who is a beneficiary or entitled to make a claim.
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.
WHERE TO NEXT?
Have you been left out of a Will or treated unfairly? 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.