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Supreme Court of Victoria |
Last Updated: 12 May 2000
SUPREME COURT OF VICTORIA |
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COMMERCIAL & EQUITY DIVISION |
Not Restricted |
No. 6939 of 1999
IN THE MATTER of the Will of IAN HENRY LEYS, late of "Hyde Park", Burnbank, Victoria, Grazier deceased
DAVID CHARLES EDMONSTON and GEOFFREY ARTHUR FORSTER (who sue as Executors of the Will and Trustees of the Estate of the above named deceased.) |
Plaintiffs |
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FRIENDS OF HENRY GEORGE INCORPORATED and Ors |
Defendants |
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JUDGE: |
McDonald J | |
WHERE HELD: |
Melbourne | |
DATE OF HEARING: |
18 April 2000 | |
DATE OF JUDGMENT: |
3 May 2000 | |
CASE MAY BE CITED AS: |
IMO Leys | |
MEDIUM NEUTRAL CITATION: |
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APPEARANCES: |
Counsel |
Solicitors |
For the Plaintiff |
Mr M. Pascoe |
Ian McMillan |
The Second Defendant appeared on his own behalf
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The Third Defendant appeared on her own behalf | ||
The Fifth Defendant appeared on his own behalf |
HIS HONOUR:
"I give devise and bequeath my real estate known as 'Mine Plain' and 'Glen Heath' being 1 acre 1 rood 27 perches contained in Certificate of Title Volume 8614 Folio 327, one acre 1 rood 30 perches contained in Certificate of Title Volume 6937 Folio 226, 301 acres 2 roods contained in Certificate of Title Volume 6671 Folio 012, 5 acres 23 perches contained in Certificate of Title Volume 8477 Folio 525 together with allotment 62A containing 80 acres described in Certificate of Title Volume 4165 Folio 873 to Barry John Cheeseman and Alice May Cheeseman as joint tenants for their lifetime and upon their death to their children Simon Alexander Cheeseman, Russell John Cheeseman and Troy Roderick Cheeseman as tenants in common in equal shares."
"Subject to the aforesaid I give devise and bequeath the residue of my estates both real and personal to my trustees upon trust to pay all my just debts, funeral, memorial and testamentary expenses and all probate estate, death and succession and other duties payable on or in connection with my will or estate including duties on property deemed to form part of my estate for the purpose of assessment and payment of duty and after payment thereof to hold the residue upon trust for The Henry George Foundation of 31 Hardware Street, Melbourne."
" ... To determine the meaning of the will, the language of the testator must be read in the sense which he himself appears to have attached to the expression he used, that is unless a rule of law gives some fixed operation. When the main purpose and intention of the testator are ascertained to the satisfaction of the court, if particular expressions are found in the will which are inconsistent with that intention, though not sufficient to control it, such expressions must be discarded or modified. The language of the testator should be moulded to carry into effect as far as possible the intention which, in the opinion of the court, the testator has, on the whole will, sufficiently declared. That is the rule of interpretation expressed in the well known passage and judgment delivered in the Privy Council by Lord Kingsdown in Towns v Wentworth [1858] EngR 371; (1858) 11 Moore PC 526, at p.543 [1858] EngR 371; [14 ER 794 at p.800]. Further the court may take into account the circumstances in which the will is to be applied as they existed at the time it was executed."
"It is a rule of construction that if of various terms used to describe a subject matter, whether a person or a property, some are sufficient to ascertain the subject matter with certainty but others have a description which is not true these other terms are not allowed to vitiate the gift. The false description must be superadded to what is otherwise clear."
"It is perfectly certain that if all the terms of description fits some particular property, you cannot enlarge them by extrinsic evidence so as to exclude anything which any part of those terms does not accurately fit. On the other hand, I apprehend that if the words of description when examined do not fit with accuracy, and if there must be some modification of some part of them in order to place a sensible construction on the will, then the whole thing must be looked at fairly in order to see what are the leading words of description and what is the subordinate matter and for this purpose evidence of extrinsic facts may be regarded."
"40. Charges on property of deceased to be paid primarily out of the property charged
(1) Where a person dies possessed of or entitled to or under a general power of appointment (including the statutory power to dispose of entailed interests) by his will disposes of an interest in property which at the time of his death is charged with the payment of money whether by way of mortgage charge or otherwise (including a lien for unpaid purchase money) and the deceased has not by will deed or other document signified a contrary or other intention the interest so charged shall as between the different persons claiming through the deceased be primarily liable for the payment of the charge; and every part of the said interest according to its value shall bear a proportionate part of the charge on the whole thereof.(2) Such contrary or other intention shall not be deemed to be signified -
(a) By a general direction for the payment of debts or of all the debts of the testator out of his personal estate or his residuary real and personal estate or his residuary real estate; or
(b) By a charge of debts upon any such estate -
unless such intention is further signified by words expressly or by necessary implication referring to all or some part of the charge.
(3) Nothing in this section shall affect the right of a person entitled to the charge to obtain payment or satisfaction thereof either out of the other assets of the deceased or otherwise.
"The object of these enactments was to subject any real estate of a testator or intestate to all the encumbrances upon it in exoneration of the personal estate or other real estate and to prevent the heir or devisee from being able to insist that the personal or other estate should be applied to discharge them. The former rule of administration, which entitled him to claim such exoneration, was fixed when personal estate was comparatively of small value or account and the law favoured greatly the heir or the devisee of the real estate. That law has been relaxed by degree first by subjecting real estate to the payment of the debts of the deceased and more recently by statutes which have made it primarily liable to all legal and equitable charges expressly in exoneration of the personal or other assets."
"The object of the legislation is to subject charged property to all charges upon it in exoneration of the general estate".
- Question 1 - "Yes".
- Question 2 - "No".
- Question 3 - "Yes".
- Question 4 - "Upon a true construction of clause 6 of the will, the devise of "allotment 62A containing 80 acres" to Barry John Cheeseman and Alice May Cheeseman as joint tenants for their lifetime and upon their death to their children Simon Alexander Cheeseman, Russell John Cheeseman and Troy Roderick Cheeseman as tenants in common in equal shares is a valid devise of the property being Crown Allotment 62A Parish of Caralulup County of Talbot and being part of the land described in Certificates of Title Volume 8579 Folio 414 and Volume 9463 Folio 015".
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URL: http://www.austlii.edu.au/au/cases/vic/VSC/2000/164.html