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It’s not uncommon for a will-maker to leave a gift “to my children and, if more than one, in equal shares”, or something similar. When administering the estate the executor has the responsibility of deciding who meets the description of the will-maker’s children. Depending on the circumstances, the executor’s task may be harder than initially imagined. That is because each of the following may create the relationship of parent and child:
Presumptions of parentage
First, there are circumstance where the law presumes parentage. These arise where:
Actual parentage
Presumptions 1 to 7 above may be rebutted. This usually occurs by the acceptance of evidence which establishes different parentage. This founds the first basis for the second way parentage may be established, actual parentage. Examples are:
But there are other instances, such as:
Deemed parentage
Thirdly, some legislation, whilst not creating parentage –either presumed or actual – treats a person as equivalent to a child for the purpose of the legislation. An example is the Succession Act which treats a person over whose long term welfare a deceased had responsibility at the time of the deceased’s death as the deceased’s child for the purpose of family provision claims.
Parentage by affinity
Fourthly, there are circumstances where a person acts as if another is their child or parent because of the closeness of the relationship, even though there is no legal relationship of parent and child. An example is a step-child who, whilst never adopted, has been part of the step-parent’s household, and treated the same as the step-parent’s (legal) children, for years. Similarly with grand-parents and grand-children. Some culture (eg Islamic with nieces and nephews, or indigenous) treat “relatives” as part of the immediate “family” without any legal connection of parent and child. From an executor’s perspective, the question is whether the step-child, grandchild or other person was considered “children” by the will-maker when preparing the will.
Presumptions against parentage
On the other hand, there are also presumptions against parentage. For instance:
There are also legal impediments to parentage. Examples are adopting a child to another person, and the birth parent(s) involved in a surrogacy arrangement after a parentage order has been made (see 14 above).
Moral
The foregoing proves the correctness of comments made by a High Court judge in a landmark decision in 1997:
“Because wills are legal documents involving many technicalities, attending to their preparation and execution requires the exercise of professional skill and care.”