You are here:
AustLII >>
Databases >>
Administrative Appeals Tribunal of Australia >>
2009 >>
[2009] AATA 60
[Database Search]
[Name Search]
[Recent Decisions]
[Noteup]
[Download]
[Help]
PFNF; Secretary, Department of Education, Employment and Workplace Relations and Anor and [2009] AATA 60 (30 January 2009)
Last Updated: 4 February 2009
ADMINISTRATIVE APPEALS TRIBUNAL
No: N 2006/572
GENERAL ADMINISTRATIVE DIVISION
Re: Secretary to the Department of Employment and Workplace
Relations, Secretary; Dept of Families, Housing, Community Services and
Indigenous
Affairs
Applicants
And: PFNF
Respondent
DIRECTION
TRIBUNAL: Dr J D Campbell, Member
DATE: 3 February 2009
PLACE: Sydney
Pursuant to section 43AA of the Administrative Appeals Tribunal Act
1975, the Tribunal directs the Registrar to alter the text of the decision
in this application as follows:
- Replace
the reference to “Counsel for the Applicant” on the last page of the
decision with “Counsel for the Respondent”.
- Replace
the reference to “Solicitor for the Applicant” on the last page of
the decision with “Solicitor for the
Respondent”.
- Replace
the reference to “Counsel for the Respondent” on the last page of
the decision with “Counsel for the Applicants”.
- Replace
the reference to “Solicitor for the Respondent” on the last page of
the decision with “Solicitor for the
Applicants”.
........[sgd]............
Dr J D Campbell
Member
Administrative Appeals Tribunal
DECISION AND REASONS FOR DECISION [2009] AATA 60
ADMINISTRATIVE APPEALS TRIBUNAL )
) No. N2006/572
|
GENERAL ADMINISTRATIVE DIVISION
|
|
|
Re
|
SECRETARY, DEPT OF EDUCATION, EMPLOYMENT AND WORKPLACE
RELATIONS
|
Applicant
Re: SECRETARY, DEPT OF FAMILIES, HOUSING, COMMUNITY SERVICES AND
INDIGENOUS AFFAIRS
Applicant
Respondent
DECISION
|
Tribunal
|
Dr J D Campbell, Member
|
Date 30 January 2009
Place Sydney
|
Decision
|
The decision under review is set aside and in substitution thereof the
Tribunal decides that:
(a) The Respondent was a member of a couple for the period 19 August 1998 to 17
August 2005; and
(b) The Respondent accrued the following debts, which are due and
payable:
- (i) Newstart
Allowance debt of $33,264.07 for the period 19 August 1998 to 30 April 2002;
and
- (ii) Disability
Support Pension debt of $39,325.83 for the period 1 May 2002 to 17 August
2005.
|
...................[sgd]....................
Dr J D
Campbell
Member
CATCHWORDS
SOCIAL SECURITY – Newstart allowance – disability support
pension – member of a couple – marriage-like relationship
–
Debt – respondent found to be in a marriage-like relationship –
respondent accrued debts – special circumstances
– debts not waived
– decision under review set aside
Social Security Act 1991 – Section 4
REASONS FOR DECISION
BACKGROUND
- In
this matter the Respondent will be identified as Ms X. The other significant
individual in this matter will be identified as Mr
Y.
- Ms
X married her first husband in September 1965. They were divorced in 1981 with
the husband said to suffer from alcoholism, leading
to violent behaviour towards
Ms X.
- Ms
X and Mr Y commenced living together in 1984 and over time lived in several
country towns. In 1995 or 1996 Ms X and Mr Y moved
to the country town where
both now reside.
- In
1997 Mr Y suffered head injuries in a motor bike accident with Mr Y requiring an
extended period of rehabilitation before returning
to work as a truck
driver.
- Ms
X stated that Mr Y became violent towards her after the accident. As a
consequence Ms X decided to separate from Mr Y, with Mr
Y vacating the house
previously shared.
- On
17 August 1998 Ms X advised Centrelink that she and Mr Y had separated. As a
consequence Ms X was advised on 20 August 1998 that
she would no longer be paid
a partner allowance (T5). On 20 August 1998 Ms X lodged a claim for Newstart
Allowance in which she
noted that she was unfit for work for more than two years
because of mental and physical injuries. Ms X nominated her ex-partner
as Mr Y
and her address as the one she previously shared with Mr Y for five months and
for which she paid $60 a week rent to the
Department of Housing. Ms X requested
any payments be made to a particular branch of a credit union in which she had
an account.
Further, Ms X described her medical conditions as panic attacks,
agoraphobia, heart murmur, spur on left shoulder osteoarthritis
–
arthritis. A further document attached to the Newstart Allowance claim notes Ms
X as having signed a residential tenancy
agreement with the NSW Land and Housing
Corporation, with tenancy commencing on 4 May 1998 at the property
(“property one”)
at which she continued to reside after her notice
of separation from Mr Y, and for which she was to pay $140 a week rent
(T6).
- Payment
of Newstart Allowance to Ms X was approved on 28 August 1998, with payment at
the single rate commencing from 19 August 1998
(T8). Payment of Newstart
Allowance ceased on 30 April 2002.
- Ms
X was granted a Disability Support Pension (DSP) on 1 May 2002. This payment
has been made at the single rate since that time.
- On
2 August 2005 Centrelink suspended the payment of Ms X’s DSP at the single
rate as it was considered that she was in a marriage-like
relationship. Payment
was continued at the partnered rate.
- On
30 August 2005 Centrelink determined to raise and recover from Ms
X:
(a) A Newstart Allowance debt of $33,264.07 for the period from 19 August 1998
to 30 April 2002; and
(b) A DSP debt of $39,325.83 for the period from 1 May 2002 to 17 August
2005.
- On
2 September 2005 an Authorised Review Officer affirmed the decision that Ms X
and Mr Y were members of a marriage-like relationship
for the period in question
(T51).
- On
6 September 2005 Mr Y lodged a Partner Details document with Centrelink in which
he notes that he has started living together with
Ms X from 4 September 2005 in
a new address (“property two”) in the same country town (T52).
- On
13 March 2006 the Social Security Appeals Tribunal (SSAT) set aside the
decisions under review and substituted the following decision,
namely
that:
- (i) The
disability support pension is payable at the single rate; and
- (ii) No debts
exists for the period 19 August 1998 to 17 August
2005.
ISSUES
- The
relevant issues in this matter are:
(a) Were Ms X and Mr Y in a marriage-like relationship during the period 19
August 1998 to 17 August 2005?
(b) If so, do debts exist in the sums of:
- Newstart
Allowance debt of $33,264.07 for the period 19 August 1998 to 30 April 2002;
and
- DSP
debt of $39,325.83 for the period 1 May 2002 to 17 August 2005?
And
(c) Are there any special circumstances which would allow the debt to be
waived?
EVIDENCE OF MS X
- In
evidence given to the SSAT (T2) Ms X is recorded as stating
that:
(a) Mr Y had a serious motor bike accident in 1997 in which he received serious
head injuries and he was on life support for four
days. After the accident Mr Y
changed and became violent, with the hospital staff having to call the police
when he became violent
towards her.
(b) Because of the violence, there having been violence in her first marriage,
Ms X decided to separate from Mr Y, Mr Y moving out
and staying in his truck or
staying overnight at the trucking yard.
(c) Ms X and Mr Y first moved in together in 1981, moving around a lot in
various country towns. Initially they had separate bank
accounts and then
shared a joint bank account, which they closed after they separated.
(d) Mr Y is a truck driver. Since separation they have not given each other
money, they have no joint loans and have not made any
joint purchases. On
occasions, Ms X said, Mr Y would give her some money to pay a bill or buy some
provisions because of his inability
to shop in the main street.
(e) Since their separation Mr Y has not lived at her home, but he would come and
do some work in the garden, as on account of her
disabilities she was unable to
do such work. On one occasion, at night, she called him to come over because
there was an intruder
and she was nervous. Ms X said she asked permission from
Centrelink for him to stay overnight during which Mr Y slept on the lounge.
Ms
X stated that Centrelink said it was okay.
(f) Ms X said that Mr Y kept his car at her home and she was allowed to use it
in return for doing his laundry. Ms X stated that
she looked after Mr Y’s
dog, a German Shepherd, because it was protection for her and too big to sleep
in the truck. Mr Y
purchased the dog food. Ms X stated that she did the
laundry because there was no washing machine at the truck yard. Sometimes
Ms X
would give Mr Y a cup of coffee or lunch after he had worked in the garden, but
did not do other cooking for him. Ms X stated
that she did not go on any social
outings with Mr Y since separating.
(g) Mr Y used her address for mail as he did not have a home address, and there
was no post office box at the yard and he needed
help with reading his mail as
he was not a good reader.
(h) She has never told her family that she and Mr Y have separated as she does
not speak to them very much and it is none of their
business.
(i) Mr Y has driven her to a doctor when she was having a panic attack and also
given her a lift to a heart specialist.
(j) Ms X and Mr Y had an active sex life prior to the accident, but none since
their separation.
(k) Ms X and Mr Y remain friends and do things for one another. Further, Ms X
stated that she had seen another man since her separation,
but not often, as he
lived some 300 to 400 miles away.
(l) She is now living with Mr Y as she cannot afford to support herself. She is
unhappy with this, but she sees no alternative.
- In
a written statement dated 7 March 2007 (Exh R2) Ms X stated that she met Mr Y in
1984 and commenced co-habitation in 1985. Further,
Ms X confirmed the motor
bike accident in 1997 and the reasons for separating from Mr Y in 1998. Ms X
stated that after the separation:
- She did not tell
anyone of their separation (except Centrelink).
- Mr Y
occasionally stayed at her house on the lounge or in his truck.
- Their German
Shepherd stayed in her house.
- She continued to
do Mr Y’s laundry and some shopping, as well as giving Mr Y an occasional
meal.
- They did not
share social outings apart for an occasional soccer match for her grandson.
- As Mr Y did not
have a fixed address and had difficulty with reading and writing his mail was
directed to her address.
- In 2005, after
loss of Centrelink benefits, she experienced financial difficulties and moved
into a home Mr Y was renting, where she
has her own room, pays $50 a week, with
Mr Y only being present on the weekend and with each doing their own washing and
cooking.
- During their
relationship she shared a joint bank account with Mr Y. After separating she
returned the card to Mr Y, but Mr Y gave
it back to her to do shopping for him
which he used for himself.
- In
oral evidence Ms X confirmed that:
- In relation to
the card for the joint account, during the period of separation she would use
the card with Mr Y’s permission
to purchase some plants and food and would
repay Mr Y in cash. Ms X stated that the reason for her failing to disclose the
return
and use of the card that permitted access to the joint account during the
period of separation was that she was frightened that she
would get into a lot
more trouble. Ms X stated that she continued to do a little shopping for Mr
Y.
- Ms X has three
children from an earlier marriage – she has contact with the eldest
daughter four or five times a year, regular
contact with her son, and no contact
with her youngest daughter over the past four years. Ms X stated that she told
none of her
children of her separation from Mr Y. Ms X also detailed that her
youngest daughter had taken an apprehended violence order against
Mr Y for
alleged molestation of her daughter. Ms X also stated that she believed her
younger daughter was responsible for informing
Centrelink that Ms X and Mr Y
were still living together after their separation.
- From 1985 to
1995 Ms X confirmed that her relationship with Mr Y was wonderful. During that
period Ms X stated that she went to dinner
and shows with Mr Y, and accompanied
Mr Y on his truck to various places including Brisbane, Melbourne and Adelaide.
Ms X stated
that from 1995 they started to have their ups and downs. Ms X
described events following Mr Y’s motorcycle crash in 1997 and
Mr
Y’s tendency to violent behaviour. Ms X described the relationship with
Mr Y deteriorating as a consequence of Mr Y’s
behaviour, with Ms X stating
that Mr Y would have to move out when he got better. Ms X described Mr Y as
packing his little bag
and leaving. He left a bag with his tools in his
car.
- After the
departure of Mr Y, Ms X stated that he would return approximately one night a
week and sleep on the lounge or in the truck
if it was outside. Ms X confirmed
that Mr Y was permitted to use her address for his mail as he had difficulty
with reading and
writing. Further, she stated that the car was left for her use
in return for her doing the shopping and washing and looking after
the dog.
- Ms X stated that
she and Mr Y did attend occasional soccer matches to watch her grandson play.
Ms X considered that most people would
consider her and Mr Y still a couple as
they had told no one of their separation.
- Ms X stated that
she stopped accompanying Mr Y on trips in the truck after his accident in 1997;
that they stopped exchanging Christmas
and birthday presents approximately two
years after Mr Y’s accident. Ms X described the difference in their
relationship post
separation as involving the absence of love, sex and close
companionship.
- During the
period of separation, use of the card was for her purpose and also for Mr Y,
with Ms X reimbursing Mr Y for anything purchased
for herself. Since the move
to property two in 2005 Mr Y advises Ms X by phone as to what he requires,
including the need for use
of the car, and Ms X makes the necessary purchases
for Mr Y using money Mr Y has given her. Ms X stated that she no longer uses
the card for her purchases as she has no access to the card. Ms X also
confirmed that from 1998 she would give money to Mr Y if
he was going down to
the shops to purchase some items for her.
- Mr Y never gave
her any money on the basis that it was related to annual tax returns submitted
on his behalf.
- When Ms X and Mr
Y were together the money coming into the house was Mr Y’s salary which
was spent on shopping and rent. When
Ms X was at property one she paid for all
the bills of the house, while since moving to property two in late 2005 she
gives Mr Y
$50 a week plus a small amount for electricity and telephone.
Further, Ms X states that she purchases her own groceries and personal
items,
including washing powder, with each of them doing their own cooking and
washing.
- Ms X stated that
she knew Mr Y secured a loan to purchase his current car but that she was not a
party to that loan.
- Ms X considered
that her current arrangements with Mr Y at property two would continue
unchanged, as she described the current situation
to be a more friendly
situation in which they chat about what each other has done during the week. Ms
X considers that there has
been no change in their relationship since separation
in 1998, with the nature of the relationship being friendship, with this
improving
over time.
- In
answers to questions in cross-examination Ms X stated that:
- Since 1998 she
cares for Mr Y in a friendly way as she does believe he does care for her.
- She did not tell
the SSAT that Mr Y gave the joint account card back to her as she thought she
would get into more trouble or that
the Respondent will probably come down on
her harder – she would probably go to jail or anything.
- She did not know
that it was still a joint account in 1998 when she told Centrelink – she
accessed the account with Mr Y’s
permission to use the card.
- Mr Y has been a
truck driver for a long time and that both before the separation and after, Mr Y
was only in the hometown a couple
of nights a week.
- She has been
away with Mr Y once since 1998 and that is when they went to Eden for a couple
of days in the car in March 2003, visiting
Penrith on the way back.
- She was unable
to remember any other trips taken with Mr Y post 1998.
- Ms
X’s cross-examination was suspended on 1 May 2007 because of Ms X’s
complaint of chest pain associated with previous
treatment for a heart murmur.
Ms X was transferred to St Vincent’s Hospital by ambulance on 1 May 2007.
Ms X’s chest
pain was assessed and she was discharged some seven hours
after admission. It is noted that the clinical notes of St Vincent’s
Hospital variably describe Mr Y as the husband or a friend (Exh R8).
- A
hearing was scheduled to continue the cross-examination of Ms X on 5 November
2007 following a report dated 3 October 2007 from
Dr Levendel, a treating
specialist cardiologist, which concluded that Ms X should be able to participate
in such proceedings (Exh
R6).
- At
the commencement of the hearing on 5 November 2007 a medical certificate
provided by Dr Islam was presented, indicating that Ms
X was unable to attend
Centrelink hearing appointments on 5 and 6 November 2007 due to acute anxiety
(Exh R5).
- Dr
Islam, the medical practitioner who provided the medical certificate, detailed
that he was not Ms X’s normal general practitioner,
and that Ms X had come
to see him on 2 November 2007 complaining of a painful lump in the left breast
and that she was awaiting a
needle biopsy. Dr Islam considered Ms X to be in an
anxious and distressed state. Dr Islam stated he was very busy on the day in
question and considered it best that Ms X not attend the hearing.
- As
a consequence of Ms X not being able to attend because of an anxiety disorder,
and her earlier difficulty in continuing with cross-examination
in May 2007,
both parties agreed to refer Ms X for psychiatric assessment as to diagnosis and
her ability to continue with cross-examination.
- In
an initial report dated 17 December 2007 (Exh R10) Dr Mason, a consultant
psychiatrist, considered, as a result of the history
described to him by Ms X,
that Ms X suffered from Chronic Post Traumatic Stress Disorder, Generalised
Anxiety Disorder with Panic
Attacks and Major Depressive Disorder, Recurrent
Chronic. Dr Mason considered there were elements of both dependent and
borderline
personality disorders evident. Dr Mason considered that Ms X would
never be fit to participate in Tribunal proceedings if she is
to be
cross-examined by the same barrister in the same way.
- Dr
Mason provided a supplementary report dated 12 March 2008 (Exh R11) after being
provided with copies of transcripts for Administrative
Appeals Tribunal hearings
dated 1 May 2007, 5 November 2007 and 6 November 2007. Dr Mason noted that he
had been misled by Ms X
in relation to what questions she was being asked by
Counsel at the time she developed chest pain on 1 May 2007. Dr Mason considered
that Ms X was quite actively deceptive in the way which she dealt with him in
his interview, and this deceptiveness worked to her
own advantage in that he
recommended protecting her from further direct cross-examination by that
Counsel. Dr Mason withdrew any
such recommendation.
- Dr
Mason also refers to the reasons provided to him by Ms X as to why she was
unable to proceed with cross-examination on 6 November
2007 (“he is such a
big bloke I couldn’t give any evidence” – reference to
Counsel) at the time of his initial
assessment and the reason given to Dr Islam
on 2 November 2007 (issue of a breast lump or a fear of having breast cancer,
which she
did not mention to Dr Mason. She also did not mention Dr Islam’s
medical certificate).
- Dr
Mason concluded that his diagnostic evaluation in his original report still
stands, with the implication being that Ms X finds
it extremely difficult to
manage states of emotional arousal while under stress. Dr Mason believed Ms X
to be much more deceptive
and misleading than he appreciated at the time of his
original evaluation. This misleading behaviour was, in Dr Mason’s
opinion,
designed to help her avoid appearing at the hearing. Dr Mason
concluded that Ms X could be further cross-examined in the knowledge
that she
does experience severe anxiety which is exacerbated by her fear of being
penalised by the Tribunal.
- Dr
Prior, a consultant psychiatrist, saw Ms X at the request of the Applicants. In
a report dated 18 March 2008 (Exh A3) Dr Prior
details the clinical history of
Ms X and concludes that Ms X has Panic/Agoraphobic Disorder and Chronic
Depressive Disorder in part
remission. Dr Prior considered it very likely that
Ms X would experience a panic attack if she were to participate in future
Tribunal
hearings and be examined by the same Counsel.
- In
a supplementary report dated 28 April 2008 (Exh A4) Dr Prior
noted:
I would agree with Dr Mason that the severe anxiety she does experience would
indeed be exacerbated by her fear of being penalised
by the Tribunal. I believe
that if she has indeed done something inappropriate then her apprehension would
be greater and her likelihood
of experiencing panic attacks associated with
being questioned concerning these matters is also likely to be greatly
elevated.
...
Therefore although the questions put by the Barrister were appropriate and
necessary and not presented in an aggressive manner, to
the person on the
receiving end who is aroused to the level of experiencing a panic attack these
questions and the demeanour of the
questioner would in their subjective
perception at that time seem extremely threatening and
malevolent.
- In
the light of the psychiatric opinion and other evidence received, Counsel for
the Applicants did not seek to further cross-examine
Ms X. Further, the
Tribunal observed that Counsel for Ms X did not seek to re-examine. In
acknowledging the position agreed to
and adopted by both parties, I accept that
the evidence from Ms X stands insofar as what has been said in examination in
chief and
cross-examination insofar as it went. I would also conclude, in the
light of the psychiatric evidence before me, that further attempts
to
cross-examine Ms X would be protracted, and if continued for any length would
fail because of the probability of panic attacks.
In the circumstances outlined
I conclude that Ms X has had fair and adequate opportunity to have her evidence
heard, and that her
legal representatives were of the opinion that further
benefit would not be derived in continuing with her evidentiary
journey.
EVIDENCE OF MR Y
- In
evidence to the SSAT in March 2006 Mr Y stated:
- That he and Ms X
split after the accident in 1998 with him moving out, taking his clothes and
personal items with him. Mr Y stated
that he generally stayed in his truck and
sometimes spent one night in the yard – an activity his employer was never
aware
of.
- That he rented a
house (property two) about seven and a half months before the SSAT hearing
(August - September 2005) and has only
lived in it for about two and half weeks
because he is always on the road.
- That prior to
this he had his mail directed to Ms X’s address as she understands the
letters and he has some difficulty in reading.
- That he had not
informed his family of his separation from Ms X in 1998 as he and his family
were not close.
- That Ms X had to
move into his house (property two) after Centrelink cut back her payments, and
that she was financially unable to
afford independent living. Mr Y said that Ms
X has her own bedroom and he puts food in the fridge with Ms X welcome to help
herself
if she needs to.
- That the
difference between how they lived when they were a couple and now is that since
they ceased being a couple they each had
separate lives, with each doing what
they want to do. Mr Y considered that there is nothing more to the relationship
with Ms X than
friendship.
- In
a written statement dated 7 March 2007 (Exh R3) Mr Y described his educational
history and employment as a truck driver, together
with brief details of his
relationship with his four children from his earlier marriage. Mr Y stated that
he commenced co-habitation
with Ms X shortly after they met some 23 to 24 years
ago. Mr Y detailed a history of a brain injury in 1997 and his separation from
Ms X in 1998. Mr Y stated that he has not told his children of this
separation.
- In
his statement of 7 March 2007 Mr Y detailed the following issues consequent to
the separation in 1998:
- That he moved
out of the house with his car being left for Ms X to use. In return Ms X did
his washing and purchased items he needed.
- That as he was
on the road most of the time he occasionally stayed at Ms X’s house where
he slept on the lounge.
- That he and Ms X
had a joint bank account which was closed in 2005. He stated that Ms X never
used this account after their separation
in 1998 as she had given her card back
to him when they separated, and that he had not bothered to close the
account.
- That he leased a
house in 2005 (property two) as he was experiencing problems with not having a
permanent fixed address.
- That Ms X moved
in, pays $50 a week board, has her own separate bedroom, with shopping the only
outing they do together.
- That he became
aware that he was claiming spouse rebate in his tax returns in 2005 during the
course of the various hearings. Mr
Y stated that he had just sent his papers to
the accountant who completed the tax return.
- In
oral evidence to the Tribunal Mr Y confirmed what he had written in his
statement and in explanation added:
- That he and Ms X
had separated after a disagreement because he has a tendency to “go too
wild in the mouth”.
- That he took his
clothes (which were not many) and his mechanical tools with him.
- That he
considered that the split was good in a way and in a way it would not be good.
In relation to the former he could do what
he wanted to do, while in relation to
the latter there are times when “you wish you were with
somebody”.
- That initially
he gave Ms X $200 to hold for him from which she could purchase items for him
that he requested, with him refurbishing
the holding amount after such a
purchase. He was unable to remember when such an arrangement ceased albeit some
years ago.
- That there is no
such current arrangement, with the present arrangement being that he reimburses
Ms X for anything she may buy for
him – such requests being made verbally
by him when he is at home or by phone when he is away.
- That Ms X
continued to do his washing until recently.
- That
occasionally he would spend one or two nights a week at Ms X’s house after
the separation, with his normal work routine
being seven days a week. Mr Y
stated that he would occasionally stay at his employer’s yard in his
truck.
- That Ms X never
had access to a card to the joint ANZ account after they separated which she
could use for herself. On occasions
Mr Y stated that he left the card with Ms X
in order that she could purchase items he required.
- That he
permitted Ms X to move in with him in September 2005 because of her limited
income and financial difficulties. He noted that
Ms X pays $50 board per week
as well as for any phone calls she makes, with the account being in his
son’s name.
- That he
currently owns a Ford Falcon XD R6 valued at about $30,000, and a Holden Rodeo
ute 1999 model, the purchase and finance arrangements
never having been
discussed with Ms X. Further, Mr Y stated that he never jointly purchased
furniture with Ms X and that when living
at property one, occasionally on the
couch, he did not consider himself responsible for any expenses relating to the
house. Mr Y
stated that he helped with the gardening at property one because he
did not mind gardening and Ms X was unable to do such.
- That the only
event he would attend with Ms X was her grandson’s soccer, whereas prior
to separating they were not outgoers, preferring to stay at home and work
in the garden.
- When asked, Mr Y
considered that most people would be of the opinion that he and Ms X were still
a couple.
- That after the
separation he and Ms X travelled to Eden and on a few other occasions, he has
taken her because she got real nervy
and panicky in the last couple of
years.
- That he would
not worry if Ms X moved out of the house as long as she has got some support and
some money to buy food and everything
else.
- That Ms X has
high blood pressure, arthritis, sees many doctors and takes much medication.
That he may drive her to such appointments
on occasions but really she prefers
to attend alone.
- In
response to questions asked in cross-examination Mr Y stated:
- That he had used
Ms X’s address (property one) as his residential address after their
separation for motor registration with
the RTA, his tax returns, the electoral
roll and his employer.
- That he had been
a long distance truck driver for many years and that he would only spend one or
two nights a week in the town in
which he was located, both before and after his
accident.
- That Ms X had
been recorded on his employer’s records as the person to contact in the
event of an emergency and to take care
of his things.
- That he had
signed the tax return forms in which a claim for spouse rebate had been included
in tax returns 2002 through 2004. Further,
as such had been the case prior to
the separation, he supposed he never told the accountant to cease such rebate
claims.
- That he had
never told his children that his relationship with Ms X had ceased. Further, Mr
Y confirmed he was not a drinker.
- That Ms X had
never given him any money; that she used to use the joint account before they
separated to buy things, but since separation
she has used the card to buy
things for him. Mr Y stated that if Ms X wished to purchase an item for herself
she would pay cash.
Further, he stated that he only ever gave her the card
after separation to buy things for him, although on some occasions she would
purchase things for herself and pay him back in cash, which over the past 12
months has amounted to $50 or $60.
- That in 2005 Ms
X never had the card, nor did she in 2004 or 2003, as she never bought anything
for herself, and that she never gave
him any money back for the period 2000
through 2005.
- That if Ms X
gave evidence that she bought things for herself on the card it would not be
wrong. Further, in his reference to her
paying him back this was only recently,
with recently referring to some weeks or months ago.
- That where
purchases made at Rockmans in relation to ladies wear are shown on the joint
account between 2001 and 2005, such transactions
were probably made by Ms X and
not him, and he is unable to remember a single occasion on which Ms X repaid
money to him.
- That he was
unaware of Millers Fashion Club and Jensen’s Shoes, and while he would
shop at Fosseys approximately twice a year
he was unable to remember whether he
would have shopped there 40 times in the period between 2001 and 2005.
- That since his
accident Ms X has been able to use the joint account and pay the money back to
him; that on the issue of paying the
money back that “it is easy come easy
go sometimes”, with Ms X having what she wants and needs.
- That sometimes
they go separately to Ms X’s grandson’s soccer games.
- That Ms X has
access to the use of his car, the Falcon, which she uses as she sees fit and
uses for most of the time, with Ms X doing
more mileage than he.
- That he never
mentioned to the SSAT about giving the card back to Ms X after the separation,
nor about Ms X using the card to buy
things for herself, nor did he mention such
matters in his statement (Exh R3). He admitted that where it says in his
statement that
Ms X had never used the account since their separation was a lie,
as was his statement that Ms X had never had the card between 1998
and
2005.
- That he cared
for Ms X as he would for others.
- That between
1998 and 2005 Ms X did accompany him on short trips in the truck on some
occasions for the same reasons he nominated
in relation to trips undertaken
between 2005 and 2007. This, he believed, occurred once or twice a year, which
included a trip to
Boorowa in 2003 to attend the funeral of Ms X’s step
grandson, Armidale in 2004, Parkes in 2004 to see Ms X’s grandchildren
singing at the festival but travelling separately as he was travelling further,
Dubbo in 2004 when Ms X was in hospital and he had
to collect the car from
Lightning Ridge prior to visiting her in hospital and eventually taking Ms X
back to property one.
- That he has not
had sex with Ms X for years. That he does what he pleases as she does, with
both over the years having done their
own thing because of his employment as a
long distance truck driver.
- That he does
admit to having a relationship with another person and does admit to
masturbating.
- That the phone
at the present residence is in his son’s name as he has problems with
Telstra for non-payment of a bill.
- That Ms X would
have collected the bank statements addressed to both of them between 1998 and
2005, and that both would have known
that the account was in joint names at the
time they gave evidence to the SSAT.
- That the
furniture at property one was accumulated prior to 1997 and it re-vested to Ms X
on separation because he had no place to
put any furniture.
- That they both
moved into property two on the same day, with Ms X’s furniture being moved
from property one, with further furniture
being purchased by him over time.
- That he removed
his claim for spouse rebate in his tax return for 2005 as he was advised by
Centrelink that he should not be making
such
claims.
CONSIDERATIONS AND FINDINGS
- In
this matter I have been particular to detail the evidence of Ms X and Mr Y,
given in various ways over time, and the circumstances
which have evolved in the
taking of such evidence. While the evidence of Ms X was truncated, I am mindful
of the circumstances which
led to such truncation.
- I
accept that Ms X does suffer with a long standing anxiety condition associated
with panic attacks and an associated chronic depressive
condition. This is the
opinion of both psychiatrists, who also seem to agree that she has traits of a
dependent and borderline personality.
- A
careful evaluation of Dr Mason’s reports clearly indicate that he
considers Ms X to have actively engaged in deceptive and
misleading conduct,
with such deceptiveness being to her own advantage by way of helping to avoid
further involvement in the hearing.
Dr Prior is somewhat more circumspect in
his reports when he refers to the situation in which Ms X has done something
inappropriate,
then her level of apprehension would be greater. Both
psychiatrists, I note, agree that there was a high likelihood of Ms X
experiencing
panic attacks associated with being questioned concerning matters
in which she may have acted or done something inappropriately.
- I
would also observe that it was Ms X’s decision to seek through her legal
representatives an outcome at hearing which would
not involve her in further
examination during the hearing.
- It
is with such understandings that I move to address the reliability of Ms
X’s evidence. While some factual matters leading
up to and prior to the
notice of separation sent to Centrelink in 1998 do not appear to be in question,
I would observe that such
factual matters have not been subject to such detailed
scrutiny as have the circumstances between August 1998 and August 2005.
- I
consider the evidence given by Ms X as less than reliable and in the main
self-serving. In particular, I consider that her responses
to questions asked
of her over time on particular factual issues have demonstrated a clear
intention by Ms X to either mislead or
deceive at best, or be untruthful at
worst. In this regard I refer to the answers she has given over time in
relation to the issue
of the joint bank account involving both closure and the
nature of her use of a card associated with that joint account between 1998
and
2005 and, further, the issue of cash reimbursement for any purchases she may
have made of her own behalf to Mr Y.
- Further,
and on the same theme, I observe the varying accounts over time provided by Ms X
in relation to the movement out of Mr Y
from property one, the varied stories of
Mr Y’s further use of such facilities at property one over the time frame
1998-2005.
Further, I observe the discrepancies in evidence given by Ms X and
Mr Y as to the travel activities undertaken together between
1998 and 2005.
- The
issues nominated are important factual issues. I conclude that in relation to
such issues Ms X has actively engaged in misleading
and deceptive conduct
concerning the time frame 1998-2005. In such circumstances, I have great
difficulty in accepting any evidence
that she has given concerning the issues in
question, unless there is independent material before me which is corroborative
of what
she has stated.
- In
addressing the reliability of Mr Y’s evidence I come to a similar
conclusion, with any evidence of important factual issues
given by Mr Y
requiring corroboration by independent material. My finding is occasioned by Mr
Y’s admission that he lied in
relation to issues of material fact relevant
to this matter, namely the issue of whether a joint account existed between 1998
and
2005, Ms X’s use of the card attached to the joint account over the
same period, that Ms X never used the card over the period
1998-2005, as well as
Ms X’s use of the card during the period solely in relation to purchases
for him or on his behalf. Further,
I observed that Mr Y’s responses to
questions were on occasions non-responsive, more in the form of a commentary,
and at times
difficult to follow. Nevertheless, I did form a view that he
attempted to answer questions in a manner which sought to portray support
for Ms
X’s difficulties.
- In
summary, the evidence of both Ms X and Mr Y is less than reliable on important
issues which I must canvas in deciding whether Ms
X and Mr Y were members of a
couple between August 1998 and August 2005. With such finding, while difficulty
does arise as to how
to fairly address the issues that are nominated in s 4(3)
of the Social Security Act 1991 (“the Act”), clearly
there are consequences which must flow and be considered in the overall
assessment and forming an
opinion about the nature of Ms X and Mr Y’s
relationship between 1998 and 2005.
- During
the period in question it is evident that Ms X and Mr Y continued to have a
joint account, with Ms X having the use of a card
for purchases on behalf of Mr
Y and also for herself. While Ms X speaks of reimbursing Mr Y for such
purchases made on her behalf,
and Mr Y is vague and variable as to whether he
received money for such purchases from Ms X, I place little reliance on either
Ms
X or Mr Y in relation to the reimbursement issue.
- In
relation to property one, lease of the property commenced prior to August 1998
and was in Ms X’s name. Furniture had been
accumulated during the
previous years of their relationship and remained throughout the period
1998-2005.
- While
Ms X stated she paid the rent and shopped and catered for herself, there is no
documented corroborative material which would
allow me to accept such an
assertion. Further, acceptance is made difficult by the fact that Mr Y spent
one to two nights per week at the property during the period in question,
and the material I have alluded to in relation to the use of the
card.
- As
regards legal obligations, it is evident that Ms X remained the nominated person
for the employer to contact in an emergency situation
in relation to Mr Y. I
would also note that Mr Y continued to claim a dependent rebate for Ms X up to
and until his 2004 tax year
return, and only ceased on advice from
Centrelink.
- In
addressing the issue of motor vehicles, it is evident that Mr Y purchased the
new Ford car during the period, with him being solely
responsible for the loan
and repayments. However, I note that the car remained registered and garaged at
property one during the
period, and that Ms X was the predominant user of the
car, with sole use of the car in Mr Y’s absence.
- As
both are mature aged people, the issue of care of children was not an issue,
with both Ms X and Mr Y reporting difficulties in
communication with some of the
children of previous marriages for either geographic or personal reasons.
- While
living arrangements were said to have changed, Mr Y continued throughout the
period to be home at most two nights a week, this
being his practice for many
years prior to August 1998. Evidence was led which suggested that Mr Y stayed
and slept on a lounge
at property one, or slept in the truck at property one or
his employer’s yard, of which the employer was unaware. Again, for
want
of independent material to corroborate such evidence, I have difficulty in
accepting Ms X and Mr Y’s version.
- In
relation to other household arrangements, I observe that property one was the
address which Mr Y detailed as the address for his
correspondence. Mr Y stated
this was necessary as he had no other postal address and Ms X was able to open,
read and help him with
his correspondence as he has difficulty with reading and
writing. In such circumstances, Ms X’s denial of a joint account
over a
seven year period is highlighted.
- In
addressing the issues of shopping, cleaning, cooking and washing, these were
clearly undertaken by Ms X, as was care and feeding
of the dog. There is no
evidence before me that the undertaking of such activities was any different to
what occurred prior to August
1998. Further, I note that as regards gardening,
both enjoyed such activities, with Ms X having increasing difficulties over time
because of a back disability. While both Ms X and Mr Y stated that between 1998
and 2005 Ms X’s use of the car was recompense
for such activities, I again
note any independent material which would suggest that such arrangements were
any different to what
happened pre 1998, particularly in the light of the fact
that Mr Y also maintained a utility vehicle.
- Ms
X and Mr Y admit to being in a defacto relationship up to August 1998. After
August 1998 and through to August 2005 they state
that they neither told family,
friends, acquaintances or Mr Y’s employer that the nature of their
relationship had changed.
Mr Y is of the opinion that people who know them
would still consider them a couple. The reason expressed as to why they have
told
no one was simply that it was none of their business. I remain sceptical
as to such a reason in the light of the unreliability of
their evidence.
- I
note that the material suggests that Ms X and Mr Y were not great socialisers
prior to 1998 (evidence of Mr Y), preferring to stay
at home and work in the
garden, with social outings much earlier in their relationship involving meals
out, shows and other activities.
Both Ms X and Mr Y state that the only social
outings they attend are Ms X’s grandson’s soccer matches. However,
other
evidence from Mr Y nominates attendance together at activities at Boorowa
in 2003, Armidale in 2004 and Parkes in 2004, while both
admit holidaying
together in Eden in 2003.
- Both
Ms X and Mr Y state that there has been no sexual relationship with each other
since 1998 and that they have slept in separate
beds and do not share a bedroom.
Both led evidence in vague terms (Ms X) and in unnecessarily and extravagantly
detailed terms (Mr
Y) of liaisons/practices post 1998. Such evidence in my view
lacked substance and carries the matter no further, as no identifiable
other was
nominated in evidence to offset their unreliability as witnesses of credit.
- In
addressing the issue of their relationship in the period in question, there is a
history of a long period of a happy relationship
as a couple. While Ms X stated
that she has separated from Mr Y and that both state they have continued as
friends, I see little
evidence of any material upon which I can safely rely that
the relationship they previously shared has been displaced, other than
by the
passage of time and arrangements made to maintain a lifestyle in the face of
age, disability and financial circumstances.
- Indeed,
I would note that each still cares for each other, the measure of which being
what each does for the other in all the circumstances.
In this regard I note Mr
Y’s continuing concern for Ms X if she were to leave their current place
of residence, and, more
importantly, during the period in question his
attendance and sleeping in the car for two days when awaiting Ms X’s
discharge
from hospital in Dubbo in 2004. More importantly, I observe Mr
Y’s care and concern for Ms X when, during the period in question,
he
would take Ms X for a trip in his truck a couple of times a year when she was
depressed.
- In
summary assessment based on the material before me which I consider reliable, Ms
X and Mr Y were a couple for a long period up
to August 1998. Ms X then advised
Centrelink that she had separated from Mr Y and that they were no longer a
couple. A careful
examination of all the material demonstrated that the
evidence of Ms X and Mr Y was less than reliable and independent material was
required to corroborate assertions on significant issues before acceptance.
Nevertheless, in the light of such a careful examination
of the material in
relation to the statutory circumstances I had to consider, I conclude
that Ms X and Mr Y, in all the circumstances of this matter, were members of
a
couple between 19 August 1998 and 17 August 2005, as they were in a
marriage-like relationship and all criteria of s 4(2)(b) of
the Act were
satisfied.
- In
such circumstances, I conclude that Ms X and Mr Y were in a marriage-like
relationship during the period 19 August 1998 and 17
August 2005, and that Ms X
has accrued debts in the form of:
(a) Newstart Allowance debt of $33,264.07 for the period 19 August 1998 to 30
April 2002; and
(b) DSP debt of $39,325.83 for the period 1 May 2002 to 17 August
2005.
- In
considering whether the debts could be waived for either sole administrative
error and/or special circumstances, I observe that
there is no evidence to
support a finding of sole administrative error, albeit and in hindsight I find
an acceptance by Centrelink
of an advice of separation by one party to a
long-standing marriage-like relationship without detailed supporting
documentation or
investigation surprising.
- In
relation to special circumstances, I note that none were canvassed by the
Respondent. I have given consideration to Ms X’s
mental health problems
and, while longstanding, they do not appear causative of her endeavours, but
appeared aggravated when questioned
about such endeavours. Nevertheless, I do
not consider that her mental health issues constitute special circumstances in
relation
to this matter.
- Initially
by way of comment, I do express concern that Ms X has continued to be paid DSP
at the single rate post 17 August 2005.
This is a matter for the responsible
department to consider and adjudicate upon in the light of the findings made in
this decision.
- I
determine that the decision under review be set aside and that in substitution
thereof I find that:
(a) Ms X was a member of a couple for the period 19 August 1998 to 17 August
2005; and
(b) Ms X accrued the following debts which are due and payable:
- (i) Newstart
Allowance debt of $33,264.07 for the period 19 August 1998 to 30 April 2002;
and
- (ii) DSP debt
of $39,325.83 for the period 1 May 2002 to 17 August 2005.
I certify that the 65 preceding paragraphs are a true
copy of the reasons for the decision herein of Dr J D Campbell, Member.
Signed:
.................[sgd]...............................................................
Associate
Dates of Hearing 1 May 2007, 5 and 6 November 2007,
19 and 20 November 2008
Date of Decision 30 January 2009
Counsel for the Applicant Mr M Vincent
Solicitor for the Applicant Mr A Rolfe,
Jones Rolfe Rudd Solicitors
Counsel for the Respondent Mr G Johnson
Solicitor for the Respondent Ms B Griffin,
AGS
AustLII:
Copyright Policy
|
Disclaimers
|
Privacy Policy
|
Feedback
URL: http://www.austlii.edu.au/au/cases/cth/AATA/2009/60.html