在澳洲和一些普通法地区(包括香港),个人有很大的自由度,透过遗嘱,去分配和处理自己的遗产。然而,这个自由度并不是绝对的。在这些地区,如果死者没有为他或她的特定亲属或生前所供养的人,在遗嘱里安排足够的经济支援,以维持他们(受养人)在死者过身之後的生活,那麽受养人便可以跟据相关法例(例如:新州《继承法条例》里面第三章的规定 – Chapter 3, Succession Act 2006 (NSW) 或香港法例第481章 《财产继承(供养遗属及受养人)条例》的规定)向法庭要求,从死者的遗产中,拨出一个适当的份额,以作为受养人日後的经济支援。对于没有订立遗嘱的人,受养人同样可以根据些这法例,向死者的遗产管理人,提出受养人要求。
一般来说,有权提出受养人要求的人需要和死者有婚姻,伴侣或亲属关系。然而,已办妥离婚手续和财产分配的人,有权提出受养人要求吗?至少在新南威尔士州,答案是可以的,但会有一定难度。
在Lodin -v- Lodin [2017] NSWCA 327这个案例里面,死者的妻子在死者过身之前二十年,已和死者办妥离婚和财产分配手续。他们育有一位女儿。在这二十年间,死者并没有为前妻再提供任何经济支援, 但死者有为女儿, 定期提供超过要求的赡养费。在离婚之後,这位前妻不断地滋扰死者。由于死者没有订立遗嘱,根据无遗嘱继承法 (The rules of intestacy),他全部价值五百万澳元的遗产,尽归他的女儿。死者过身之後, 前妻向新南威尔士州高等法院入禀,要求从死者的遗产之中,拿出一部分作为她的经济支援,她的女儿反对。案件於初审时,前妻胜诉并从死者的遗产中获得七十五万澳元。女儿不服上诉。新南威尔士州上诉法庭,推翻初审判决,判前妻败诉。上诉庭所持的其中一个观点,就是死者和前妻已於二十年前处理好一切有关财务的问题。一般来说,死者已再没有道德上的责任,为前妻提供任何经济支援。然而,上诉庭也提到,在某些例外的情况下,即使已离异的配偶,依然可以提出受养人要求。
这个个案,反映出有关法律在执行上的”危”和”机”。
如个阁下对这方面的法律有任何问题,欢迎向本行查询。
(陶建文律师撰写 – 本信息不能用作为法律意见。)
已離婚的配偶能強分我的遺產嗎?
在澳洲和一些普通法地區(包括香港),個人有很大的自由度,透過遺囑,去分配和處理自己的遺產。然而,這個自由度並不是絕對的。在這些地區,如果死者沒有為他或她的特定親屬或生前所供養的人,在遺囑里安排足夠的經濟支援,以維持他們(受養人)在死者過身之後的生活,那麽受養人便可以跟據相關法例(例如:新州《繼承法條例》裡面第三章的規定 – Chapter 3, Succession Act 2006 (NSW)或香港法例第481章 《財產繼承(供養遺屬及受養人)條例的規定》)向法庭要求,從死者的遺產中,撥出一個適當的份額,以作為受養人日後的經濟支援。對於沒有訂立遺囑的人,受養人同樣可以根據這些法例,向死者的遺產管理人,提出受養人要求。
一般來說,有權提出受養人要求的人需要和死者有婚姻,伴侶或親屬關係。然而,已辦妥離婚手續和財產分配的人,有權提出受養人要求嗎?至少在新南威爾士州,答案是可以的,但會有一定難度。
在Lodin -v- Lodin [2017] NSWCA 327這個案例裡面,死者的妻子在死者過身之前二十年,已和死者辦妥離婚和財產分配手續。他們育有一位女兒。在這二十年間,死者並沒有為前妻再提供任何經濟支援, 但死者有為女兒, 定期提供超過要求的贍養費。在離婚之後,這位前妻不斷地滋擾死者。由於死者沒有訂立遺囑,根據無遺囑繼承法 (The rules of Intestacy),他全部價值五百萬澳元的遺產,盡歸他的女兒。死者過身之後, 前妻向新南威爾士州高等法院入稟,要求從死者的遺產之中,拿出一部分作為她的經濟支援,她的女兒反對。案件於初審時,前妻勝訴並從死者的遺產中獲得七十五萬澳元。女兒不服上訴。新南威爾士州上訴法庭,推翻初審判決,判前妻敗訴。上訴庭所持的其中一個觀點,就是死者和前妻已於二十年前處理好一切有關財務的問題。一般來說,死者已再沒有道德上的責任,為前妻提供任何經濟支援。然而,上訴庭也提到,在某些例外的情況下,即使已離異的配偶,依然可以提出受養人要求。
這個個案,反映出有關法律在執行上的”危”和”機”。
如個閣下對這方面的法律有任何問題,歡迎向本行查詢。
(陶建文律師撰寫 – 本信息不能用作為法律意見。)
Can my divorced partner have a share of my estate against my will?
In Australia and some common law jurisdictions (including Hong Kong), people may take liberty in arranging how their estate is to be disposed of. This liberty, however, is not absolute. In these jurisdictions, if the deceased has not, in his or her will, made adequate provisions for specific relatives and/or those who are financially depending on the deceased, such relatives / dependants may, in accordance with the relevant laws (e.g. Chapter 3 of the Succession Act 2006 (NSW)), apply to the court for an order that adequate provisions be made out of the deceased’s estate. Even if the deceased died intestate, a specific relative / dependant may still make a claim under the same law.
Generally speaking, those who are eligible to make a claim are the spouse, de facto partner or person in the same household as the deceased. If, however, I have a former wife with whom we have gone through the entire property division process, can she make a claim against my estate based on the family provisions law? At least in New South Wales, the answer is “yes”, though there will be some difficulties for her.
In Lodin -v- Lodin [2017] NSWCA 327, the deceased divorced from his wife twenty years ago. They have also gone through the property division process. Together, they have one daughter. Since their divorce, the deceased has not provided any further financial provisions for his ex-wife. He has, however, paid regular maintenance to his daughter. Following the divorce, the deceased has encountered relentless persecution from the ex-wife. As the deceased died intestate, his entire estate of $5 million in value was to go to go to his daughter. After the deceased’s death, the ex-wife mounted a family provisions claim against the deceased’s estate. The daughter opposed the application. At trial, the ex-wife achieved victory and was awarded $750,000. The daughter appealed against the decision. On appeal, the New South Wales Court of Appeal overturned the decision of the trial judge. One of the grounds held by the Appeal Judges was that financial settlement between the deceased and his ex-wife took place 20 years ago. The deceased did not have any further moral duty to provide financial provisions to his ex-wife. On the whole, the Court observed at [128] that: “a final property settlement is not necessarily an absolute bar to a family provision application being considered on its merits, but in most cases such a settlement, if otherwise unimpeachable, is likely to terminate any obligation on the deceased to make testamentary provision for his or her former spouse“.
This case underlines the need to properly frame a claimant’s case under one of the most flexible principles of the law.
If you have any queries about family provisions, please do not hesitate to contact us.
(Posted by Clifford To, Principal – This message cannot be used as legal advice).