Social Security, Sec. to Dept of v Kershaw, M. [1988] FCA 185
Federal Court of Australia
Full text
Select any passage to save a personal note with optional tags.
JUDGMENT No. (8S. 78R—
IN THE FEDERAL COURT OF AUSTRALIA
NEW SOUTH WALES DISTRICT REGISTRY No. G.190 of 1987
GENERAL DIVISION
BETWEEN:
SECRETARY TO THE
DEPARTMENT OF SOCIAL
SECURITY
Applicant
MAUREEN KERSHAW
Respondent
EX-TEMPORE REASONS FOR JUDGMENT
BURCHETT J.
In this matter, the careful and thorough arguments of
counsel assist me in being able to give a decision without delay.
It is an appeal by the Secretary of the Department of Social
Security from a decision of the Administrative Appeals Tribunal.
The respondent's entitlement to a widow's pension, during the
period in question in this proceeding, depended on her being,
during that period, a "deserted wife" as that expression is used
in sections 59(1) and 74(5) of the Social Security Act, 1947.
At the time the provision referring to a deserted wife
became part of the legislation, there is no doubt at all that the
adjective "deserted", as applied to a spouse, whether wife or
husband, was an adjective which was clearly understood in the law
both, so far as a wife was concerned, in respect of maintenance
orders under Deserted Wives and Children Acts, and in relation to
0 ate ee
or:
2.
the law of divorce. When the Act provided that a widow included
a deserted wife, and that a deserted wife meant a wife who has
been deserted by her husband without just cause for a period of
not less than six months - see s.59(1) - it must be taken to have
used the word "deserted" in its legal sense - see Ashfield
Municipal Council v. Joyce [1978] A.C. 122 at 134.
The respondent's evidence showed that, if she was not
actually deserted, she was constructively deserted in the sense
known to the law. To bring that state of affairs to an end would
have required a reconciliation, or an offer of resumption of
cohabitation which she was not entitled to refuse. On her
evidence she was clearly regarded by the tribunal as entitled to
refuse any offer which was made, as at the relevant period, until
her husband proved himself capable of fulfilling his part without
resorting to verbal abuse and physical violence.
The question, as the case was presented to the tribunal,
was whether a reconciliation was effected in June 1984, or did
not occur until December of the same year. Certainly, the
respondent allowed the husband into her home, where he, for a
period, shared a bedroom with her son. She did not, on her
evidence, allow him back into the full state of marriage, and
such access as he obtained to the home was under what was
described in Bartram v. Bartram [1950] P. 1 at 6 as "the spur of
necessity". In that case, the necessity was the necessity of a
deserted wife, but in this case the necessity was the necessity
of the husband who was suffering from cancer and did, indeed, die
less than two years later. The respondent also accompanied her
3.
husband on a seven week trip overseas, on which, in addition to
his wife, he was joined by his aunt. All three slept in the same
room in separate single beds, and the wife, in her case, called
the aunt to give evidence which suggested that there was no
appearance of reconciliation at that time.
On the other hand, the applicant called evidence, from
an officer of the department, of a conversation with the
respondent in which, the officer alleged, she made clear
admissions that a reconciliation had been achieved in June of
1984. Indeed, on that account, she sought to meet' the
department's case, not by qualifying the completeness and reality
of the reconciliation, but by asserting that she had fulfilled
her obligation to advise the department of a reconciliation.
The tribunal was thus faced with the difficulty of
evidence, which it expressly stated it found acceptable, from the
respondent and from the aunt, which asserted one state of
affairs, and evidence which it also expressly stated it found
acceptable, from a departmental officer, which alleged an
admission to a directly contrary effect. That situation clearly
involved a difficulty for the tribunal. It would be necessary
for it to consider, amongst other things, the likelihood or
otherwise of there being any mistake as between the departmental
officer and the respondent - whether any admission it found her
to have made was made with a clear understanding of the nature of
that which was admitted; in other words, whether, if the word
"reconciliation" was used by the respondent, according to
accepted evidence, it was used in the legal sense, or referred to
4.
a mere return to be cared for by the respondent during
convalescence. This would have required a weighing of the
evidence of the witnesses against each other, and_ the
consideration of whether evidence, which if it had _ been
considered alone would have been acceptable, remained so when
compared with opposing evidence, and it would have required a
consideration of the overall probabilities in the light of
whatever the tribunal found to have been the situation and
attitudes of the parties at the relevant times.
What the tribunal actually did was to say of the
respondent that, although she showed some inclination to
exaggeration, and although they thought there were some minor
discrepancies in what she had said at various times, "we consider
her to' be a generally credible witness." Pausing there, this
might be thought to be a quite satisfactory endorsement from her
point of view, since minor discrepancies and a mere inclination
to exaggeration are features seldom absent from evidence about
matrimonial disputes and, indeed, suggest rather more objectivity
than is usual. The tribunal also referred to the departmental
witness, a Mr. Richardson, who it said had been questioned
thoroughly, but, in its view, his evidence could not be faulted,
and he appeared to the tribunal to be a completely credible
witness. The tribunal also appears to have accepted the evidence
of the aunt.
The tribunal then reached its decision, after referring
again to the evidence of the respondent concerning the period in
dispute. It said:
"Mrs. Kershaw has explained her action in so
doing, [that is in permitting Mr. Kershaw to
return to the house) satisfactorily in our
opinion. Her account of the relationship
thereafter and until the overseas visit also
strikes us as creditworthy."
But the tribunal finally concluded:
"We appreciate the unenviable position of the
respondent [that is the present applicant]
when confronted with a direct conflict
between the statements of a recipient of
benefit and of one of his officers who, in
our view, is very unlikely to have made an
error of the kind in question. We find
ourselves confronted with the same dilemma,
as indeed was the second SSAT. Like the
second SSAT, we believe that as the Act is
beneficial legislation, we are obliged to
give the benefit of the doubt to Mrs.
Kershaw, that is, to find that reconciliation
did not take place until the end of November,
1984. The evidence is such that we cannot be
sure beyond reasonable doubt that
reconciliation transpired earlier, that is,
at the end of June, 1984."
'
It does not seem to me that the reference to "beneficial
legislation" assists. There is a well known rule of construction
of beneficial legislation, enjoining courts, where it is
ambiguous but fairly capable of a meaning which would effectuate
the benevolent purpose of the legislation, to adopt that meaning.
I do not think this principle assists, at all, in a problem of
onus of proof, nor do I think there is any authority to justify
the proposition that, if the tribunal cannot be sure beyond
reasonable doubt, it is obliged to give the benefit of the doubt
to a recipient of social welfare.
Earlier in its reasons the tribunal had adverted to the
same proposition when it had said of the immediately preceding
he
Jat
4.
period of the marriage:
""(W)e cannot say beyond reasonable doubt that
the marriage had been restored."
That particular finding had, as I have said, related to an
earlier period, but it does tend to confirm that the tribunal
did, indeed, mean to apply the standard of proof beyond
reasonable doubt to relevant questions in the case. It had also
said of evidence that some elements of a marital relationship
existed at a particular period: "We do not feel that these are
conclusive."
I have been referred to the basal decision of the Full
Court dealing with problems of proof in administrative law
matters, McDonald v. Director-General of Social Security (1984) 1
P.C.R. 354. It seems to me that, in understanding that case, it
is important to bear in mind the well known distinction between
the evidentiary onus and the ultimate onus of proof. At 358,
Woodward J. said:
"If the AAT finds itself in a state of
uncertainty after considering all the
available material, unable to decide a
question of fact either way on the balance of
probabilities, it will be necessary for it to
analyse carefully the decision it is
reviewing. If, for example, it is a decision
whether or not to cancel a pension in the
light of changed circumstances, then it has
failed to achieve the statutory requirement
of reaching a state of mind that the pension
should be cancelled. If, on the other hand,
it is a decision, to be made in the light of
fresh evidence, whether or not the pension
should ever have been granted in the first
place, then it has failed to be satisfied
that the person ever was permanently
incapacitated for work."
He went on to refer to Phillips v. The Commonwealth (1964) 110
C.L.R. 347 at 350, to which I have also been referred by counsel.
In that passage, it will be noticed that Woodward J. referred to
the persuasion applicable to decisions of the type he was
considering as one upon the balance of probability.
Also, in the judgment of Jenkinson J., at pp.368 to 369,
there is reference to the standard of preponderance of
probability or balance of probability. Jenkinson J. noted that
there may be a difficulty in adapting the curial conception to
the processes of administrative determination of individual
rights; whereas a court waits upon the parties to litigation to
tender their proofs, an administrative decision-maker will
commonly inform himself of the facts by his own inquiries.
Jenkinson J. commented that he will not ordinarily be free, as a
court is ordinarily free, to determine a matter against a party
on whom lies the onus of proof and who fails to offer any proof
in discharge of the onus, without further inquiry. He considered
that a statement by the tribunal in the matter there under
appeal, concerning the matter of persuasion, requiring what was
described as a settled expectation, was incorrect, and in saying
so, he said:
"The error could not have vitiated the
Tribunal's decision unless the Tribunal was
unpersuaded, on a balance of probability,
that there was not a permanent incapacity.
All that can be discerned from the Tribunal's
reasons is that it was unpersuaded, to the
degree suggested by the expression 'a settled
expectation', that there was a permanent
incapacity. I agree therefore that the
appeal should be allowed, that the decision
should be set aside, and that the case should
8.
be remitted to the Tribunal for determination
according to law."
In this passage he also appears to accept the balance of
probability as the appropriate standard of persuasion.
What is involved is also elucidated by the judgment of
Beaumont J. in Minister for Health v. Thomson (1985) 60 A.L.R.
701 at 712, where he referred to an explanation of the position
by Professor Campbell in a paper which he cited. That exposition
included the statement:
"There may be legal burdens of proof to be
discharged in administrative proceedings
just as much as there are legal burdens of
proof in purely judicial proceedings."
It seems to me that this statement was referring to the ultimate
onus of proof, and that whether or not a sufficient case appears
to justify a particular administrative decision can only be
decided upon an application of some standard of persuasion; in
other words, upon some basis for finding that an ultimate onus
has been discharged.
But I have not been referred to any authority which
would justify the tribunal's proposition, in the present case,
that because the legislation is beneficial, an onus of proof
beyond reasonable doubt is imposed on a party in the position of
the applicant. It is a matter of persuasion. A simple
persuasion that the respondent was no longer a deserted wife as
at a particular date would, I think, suffice. For these reasons,
Fee
9.
unfortunate as it may be, the appeal must be allowed, and the
wi
matter must be remitted for rehearing according to law.
I certify that this and the
preceding eight (8) pages are
a true copy of the Reasons for
Judgment herein of his Honour
r. Justice Burchett.
'tudes Associate i
Dated: 28 March, 1988.
L
Counsel for the Applicant: Ms H.G. Murrell t
Solicitor for the Applicant: Australian Government
Solicitor
Counsel for the Respondent: Miss W.L. Robinson '
Solicitor for the Respondent: Legal Aid Commission .
Date of hearing: ' 28 March 1988 .
Related laws
No related documents linked yet.
You've got 21 of 22 free Acts left this visit. Sign up anytime for Facts, Related, and study briefs too.