In Bain & Bain (Deceased) [2017] FamCAFC 80 (3 May 2017) the Full Court (Bryant CJ, Ainslie-Wallace & Rees JJ) heard an appeal by the husband in a case where his terminally ill wife in property proceedings had applied for an interim order that the husband transfer his interest in a MLC life insurance policy over her life to her so that the children would benefit from the insurance payment upon her death. The husband, a principal of a law firm and practising solicitor, opposed the application, arguing that the parties had more debts than assets and that any insurance payment should be applied towards their debts. He sought dismissal of the wife’s application or an order that any payment be held in his solicitor’s trust account.
Hogan J dismissed the wife’s application upon the husband’s undertaking that the moneys would be held in trust. The undertaking was not given in court but noted in the order after being deposed to in the husband’s affidavit and reiterated in his counsel’s submissions. The wife died and her legal personal representatives were appointed to continue the case on her behalf under s 79(8). The husband received the insurance payment but applied it towards debts. The estate brought contempt proceedings, Hogan J finding the husband guilty of contempt and sentencing him to six months imprisonment, to be suspended pending his appeal.
The husband appealed the contempt finding and the orders made. He argued that the estate lacked standing to seek an order for contempt; and that he was unaware of his undertaking and was not told of it by his solicitor, he having been told that the wife’s application was dismissed but not upon any undertaking.
As to the issue of standing, the Full Court said (from [64]):
“Counsel for the legal personal representatives argued that nothing in s 112AP or in r 21 restricts the class of people who may bring an application for contempt. Indeed, it was argued that the rule itself speaks of ‘a person’ who brings an application. ( … )
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[73] Since the introduction of s 79(8) into the Act in 1983, the issue of what a legal personal representative can do has been examined. There is no doubt that the legal personal representatives can enforce an order after the death of the party in whose shoes they stand … The legal personal representatives can appeal an order made and seek an extension of time in which to bring an appeal …
[74] In Greval, J.S, v. Estate of the late Greval, F.; Sandalwood Lodge Pty. Ltd. (Intervener) (1990) FLC 92-132 the Full Court held that incidental proceedings could also be continued under s 79(8) ( … )
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[82] Section 112AP(3) provides that ‘[t]he applicable Rules of Court may provide for practice and procedure as to charging with contempt and the hearing of the charge’.
[83] The section itself makes no provision for who may bring an application. ( … )
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[92] The 2004 Rules do not provide any category of persons who may bring an application as the 1984 Rules did. Rule 21.02 (How to apply for an order) provides:
(1) A person seeking to apply for an order under this Part must file an application as set out in Table 21.1.
[93] Rule 21.02(2) provides that:
‘A person filing an application mentioned in Table 21.1 must file with it an affidavit … ’
[94] The Dictionary to the 2004 Rules describes ‘person’ as including a corporation, authority or party.
[95] That definition is broad and may be thought to include a mere interested bystander. ( … )
[96] … [W]e do not need to consider whether, and to what extent, the 2004 Rules may be said to have expanded the class of persons who may make an application, as the definition of a person includes a party, and the appointment of the legal personal representatives pursuant to r 6.15 had the effect of substituting them for the wife as a party to the property proceedings. Hence, in our view, they had standing to bring the proceedings.”
As to the finding of contempt, the Full Court said (from [98])
“Her Honour concluded that, contrary to the husband’s evidence, [the husband’s undertaking] was not offered conditional on and in lieu of the court acceding to the wife’s application but was offered to be accepted no matter what decision the court came to. The husband contended that her Honour’s characterisation of the undertaking was erroneous.
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[101] ( … ) It is perhaps more apt to describe the husband’s position as being that the undertaking was only offered in the event that the wife’s application was not dismissed on its merits, and would be offered in lieu of an order made in the wife’s favour.
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[108] … [I]t was unnecessary for her Honour to determine what the actual basis on which the undertaking was offered, but rather what the husband believed he offered.
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[110] Although her Honour accepted that the husband was not served with the order, she nonetheless rejected his evidence that he did not know that an undertaking had been accepted by the court … and that all he had been told by [his lawyer] … was that the wife’s application had been dismissed. Her Honour further rejected his evidence that he made no enquiries about an undertaking because he believed it would only be offered as an alternative position to making the orders sought by the wife (in the event that the wife’s application was to succeed) and that on being told that the wife’s application had been dismissed he believed that no undertaking had been given or accepted …
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[117] In circumstances where her Honour did not identify in what way the husband’s evidence was ‘inherently unbelievable’ in the sense that ‘no reasonable man could accept it’ and to the extent that the trial judge rejected the husband’s evidence on that basis, it cannot be supported.
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[130] Given that the husband’s evidence was almost entirely unchallenged in this regard and in regard to the matters on which her Honour concluded that the husband’s evidence was not to be accepted, as a matter of procedural fairness she was obliged to raise them with him (or his counsel) to enable him to make what answer he could. Without having done so, her Honour failed to accord the husband procedural fairness.
[131] Of course, having rejected the husband’s evidence that he did not know of the undertaking did not, without more, entitle her Honour to find the contrary, that is that he did, in fact, know.
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[133] … There seemed to be no issue that the husband was a person of good character. At the time of the hearing on the contempt application her Honour was aware that the husband was a solicitor practising as the partner in a law firm and nothing was suggested to her that he was other than a person of good character. Furthermore, her Honour had before her and accepted the husband’s evidence that he understood the nature of an undertaking accepted by a court and the serious consequences that would flow from a breach of that undertaking …
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[135] … [I]n considering the guilt of a person in the position of the husband, good character has an important role to play.
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[141] The husband was entitled to have his good character taken into account in the determination of his guilt. ( … ) [W]here a court of any kind is invested with the jurisdiction of contempt, it is incumbent on the court to be mindful that ‘[s]afeguards similar to those appropriate in criminal proceedings therefore apply’ (Doyle v Commonwealth [1985] HCA 46; (1985) 156 CLR 510 at 516) and that ‘the defendant should have the same rights and privileges as a person charged summarily with a criminal offence’ (Sahari & Sahari(1976) FLC 90-086 at 75,406).
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[168] Her Honour was called upon to consider the nature of the husband’s offer of an undertaking insofar as it related to her determination of his state of mind, that is his knowledge that the undertaking had been accepted. ( … )
[169] … [H]er Honour misdirected her enquiry from what the husband believed to be the circumstances in which the offer of the undertaking was to be given to a determination of the nature of the undertaking accepted by her. In so doing, her Honour strayed from a consideration of the husband’s state of mind.”
The appeal was allowed, Hogan J’s orders discharged and the application for contempt dismissed.