Who Can Contest A Will?
The legal question is who is "eligible" to bring an application for provision.
The Succession Legislation
- This legislation effectively creates new rights that do not arise under the Will (or intestacy provisions) which would have otherwise determined the rights.
- For deaths after 1 March 2009 see the Succession Act 2006 (“SA”).
- For deaths before 1 March 2009 see the Family Provision Act 1982.
- Under the Succession Legislation the key provision is s 57 (1).
- Note that parents, siblings and step children are not expressly included as eligible to contest a will but may potentially fall into categories s 57(1)(e) or (f) (above).
- Arguably, and based on its reading alone, section 60 (2) (a) to (p) can be used to establish whether someone is an “eligible person” s 60 (1).
Who are the Eligible Applicants?
One of the first and foremost questions to be answered is whether someone is an eligible person for the purposes of contesting a will under the Succession Legislation. Other important questions relate to the time limits for making a claim and whether an eligible person has not been adequately provided for. Essentially, an eligible person usually includes:-
(a) Current spouse (including same-sex partner) of deceased;
(b) Current de-facto [see: 21C of Interpretation Act] of deceased;
(c) A child of the deceased;
(d) A former wife/husband of deceased;
(e) (i) Someone who was dependent (wholly/partly) on deceased and (ii) also a grandchild or a member of household (at any time);
(f) A person with whom deceased lived in a close personal relationship at the time of death
Note: (d) to (f) (above) must establish additional criteria s 59 (1)(b)].
To find out if you are an eligible person to contest a will please contact us for more information about your rights in NSW if you are based in Sydney.