Estate Litigation

Caveat proceedings

Testator's Family Maintenance ("TFM") proceedings (Part IV proceedings)
  • Who is eligible (need to prove deceased had a responsibility to make provision for you - s 91 Administration and Probate Act 1958 (Vic)
    • Widows, de factos, same sex partners, domestic partners, children, parents, siblings, nieces, nephews, long term carers 
  • Timing:
    • Application to be made within 6 months of the date of the Grant of Representation
  • Two stage test (Singer v Berghouse (No 2) (1994) 181 CLR 201):-
    • Did the deceased make adequate provision for your proper maintenance and support? (ie, moral duty)
    • What amount should you be awarded?