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SUCCESSION ACT 1981 - SECT 36
Distribution of entitlement if more than 1 spouse
36 Distribution of entitlement if more than 1 spouse
(1) If more than 1 spouse of an intestate are entitled to the whole or a part
of the intestate’s residuary estate, the entitlement is to be distributed
between them— (a) in accordance with a written agreement between the spouses
about distributing the entitlement between them (a
"distribution agreement" ); or
(b) in accordance with an order made under
this section distributing the entitlement between the spouses (a
"distribution order" ); or
(c) in equal shares as decided by the personal
representative, if, at the time of distribution— (i) the spouses have been
given a notice under subsection (3) and 3 months have passed since the last of
the notices was given; and
(ii) the personal representative has no notice of
a distribution agreement; and
(iii) the personal representative— (A) has no
notice of an application for a distribution order; or
(B) has been notified
in writing by the spouses that the personal representative may distribute
their entitlement equally even though an application for a distribution order
has previously been made; or
(C) has a copy of an order of the court striking
out or discontinuing an application for a distribution order.
(2) However,
for a distribution under subsection (1) (c) , if the intestate is survived by
issue, the entitlement under schedule 2 to the $150,000 must be distributed in
equal shares.
(3) The personal representative may give the spouses a notice
stating the personal representative may be entitled to distribute any
entitlement of the spouses equally if they do not, within 3 months after the
notice is given— (a) enter into a written agreement about distributing the
entitlement between them and give the personal representative written notice
of the agreement; or
(b) apply to the court for an order distributing the
entitlement between them and give the personal representative written notice
of the application.
(4) If any of the spouses asks the personal
representative to give the notices that may be given under subsection (3) ,
the personal representative must give the notices (including a notice to that
person) as soon as practicable.
(5) An intestate’s spouse or personal
representative may apply to the court for a distribution order.
(6) However,
an application for a distribution order may not be made if there is a
distribution agreement or distribution of the entitlement has commenced under
subsection (1) (c) .
(7) The court may order that the entitlement be
distributed in the way it considers is just and equitable.
(8) In deciding
what is just and equitable, no assumption is to be made in favour of an equal
distribution as a starting point or otherwise.
(9) If the court considers it
is just and equitable, it may order that an entitlement be distributed solely
to 1 of the spouses.
(10) A distribution order may include conditions.
(11)
Nothing in this section requires a personal representative to distribute an
entitlement at a time that would preclude the operation of section 44 (3) in
relation to the distribution.
(12) To prevent any doubt, it is declared that
the Trusts Act 1973 , section 67 (3) does not authorise a personal
representative to distribute an entitlement of the spouses before the time the
personal representative becomes entitled to distribute the entitlement under
subsection (1) .
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