PREPARING A SUCCESSFUL RELOCATION CASE Author: Emma Swart Date: 7 April, 2016 © Copyright 2016 This work is copyright. Apart from any permitted use under the Copyright Act 1968, no part may be reproduced or copied in any form without the permission of the Author. Requests and inquiries concerning reproduction and rights should be addressed to the author c/- [email protected] or T 613-9225 6387. PreparingaSuccessfulRelocationCase EmmaSwart,Foley’sList,VictorianBar Foley’sListFamilyLawBreakfastPerth7April2016 Relocationcases,whereoneparentseekstomoveachildawayfromtheother parent,arejustparentingcasesdecidedonthesamebasisasotherparenting casesandtherearenospecialrulesaboutthesecases1.Theyarehowever notoriouslydifficultcasestoprepareandrunandverydifficulttosettle.The stakesarehighforeachparentasoneadult’sfreedomofmovementmayendup beingrestrictedbythecourtinthebestinterestsofthechildrenortheother adult’srelationshipwithhisorherchildrenmaybesubstantiallychangedbythe childrenmovingaway.Whateverhappenstherecouldbesignificantfinancial impactoneitherorbothparentsifamoveforthechildrenisallowedorifamove isprevented.Addtothatthecostsoflitigationandthestakesarehigh.In relocationcasesitisparticularlyimportanttotakeastepbackearlyinthe preparationprocessandidentifywaystopresentyourclient’sstorytothecourt. Solicitorsdraftingaffidavitsinfamilylawmattersareaccustomedtotheideaof presentingaclient’sstorytothecourt.Alittlebackgroundinformationabouta clientinanaffidavitcanhelppersonaliseacaseandsetthescene.Inrelocation caseshowever,weneedtogoastepfurtherintostrategicstorytelling. Amostmemorableexampleofstrategicstorytellinginlawwasinacontractand equitycaseIcameacrossyearsago.TheHighCourtdeliveredit’sdecisionin LouthvDiprose[1992]HCA61on2December1992.Atthattime,Iwasworking hereinPerthasthePrincipal(meaningonly)SolicitorofthefledgingConsumer CreditLegalService(WA).Thefacts,andthedecision,tookmebysurprise.Mr Diprosewasasolicitor.HewasinlovewithMsDiprosewhowasinterestedin pursuingarelationshipwithhimbutmaintainedaformoffriendshipwithhim wherebyheboughtherthingsandpaidherbills(includingschoolfeesforher 1BandB:FamilyLawReformAct1995(1997)FLC92‐755at194. 2 children)andshegavehimhercompanyfromtimetotimebutnoon‐going ‘benefits’.Withwhatappearedtobelotsoftimetoconsiderhisactions,he boughtthehouseshewaslivinginfromherbrother‐in‐lawandgaveittoher. Shestartedseeingsomeoneelse.TheSouthAustralianSupremeCourtordered hertotransferthehousebacktohim. Sheappealed.Shelost2‐1intheSAFullCourt(buttheydidchangetheorders forhertopayhimasumratherthantransferthehouse).Shegotspecialleaveto appealtotheHighCourt.TheHighCourtdismissedtheappeal6‐1(Justice Tooheydissenting),revertingtotheordertotransferthehousebacktoMr Diprose.ThefindingwasthatMsLouthhadcreatedsuchanairofcrisisabout herinsecurefinancialsituationthatshetookunconscientiousadvantageofMr Diprosewhowasinapositionofspecialdisadvantagebyreasonofhis unrequitedloveforher.(Theunrequitedlovewasevidencedbyavolumeof91 poemswrittenduringoneoftheperiodssherefusedtotalktohim).IntheHigh Court,JusticeTooheywasnotsatisfiedthattheemotionalinvolvementMr DiprosehadwithMsLouthputhiminalegalsituationofspecialdisadvantage sufficientfortheCourttosetasidethegiftofthehouse. Acuriouscase. Itbecameevenmoreinterestingtome(andinstructiveforourpurposes)whenI cameacrossanacademicarticleacoupleofyearslaterbyLisaSarmas.Sarmas, Lisa,“Storytellingandthelaw:acasestudyofLouthvDiprose”,Melbourne UniversityLawReview,Vol.19,No.3,June1994:701‐728.MsSarmasanalysed thecaseateachofitsstagesanddrewoutthedifferingstorylinesinthecase– damnedwhores2,romanticfools,damselsindistressandkindlygentlemen.3 LouisDiproseistheromanticfoolandMaryLouththe‘damnedwhore’who trickedhimoutofhishouseandtookadvantageofhislove.Fortheminority judges,MaryLouthisthedamselindistressassistedbythekindlygentlemen 2SarmastakesthistermfromAnneSummer’sbookDamnedWhoresandGod'sPolice:the ColonisationofWomeninAustralia(1975) 3Sarmas1994at718 3 LouisDiprose,whoafterallwasasolicitorandknewwhathewasdoingwhenhe gaveherthehouse. Thestrongfeministanalysisofthecaseprompteddebateandaninteresting articleinreplybyJusticePeterHeereyin“TruthLiesandStereotypes;Storiesof MaryandLouis”,(1996)NewcLRVol1No3,pp1‐31wherehepointsoutthat judgesareconstrainedbythefactspresentedtothemandneedtofocusonthe partiesbeforethemratherthanusecasestopromotetheinterestsof marginilisedgroups.HealsonotesthatiftheSAChiefJusticehadsatonthe appealratherthanasthetrialjudgeandtheminorityjudgeonappealMathesonJ hadtakenhisplaceasthetrialjudge,theresultmaywellhavebeendifferent. Sheerluck,hesays,isperhapsnotgivensufficientweightinjurisprudential analysis.4 Aswewellknowinfamilylaw,discretionaryjudgmentsaredifficulttooverturn onappeal.Sowecomebacktothequestion–howdowewin,notlosecases,in thefirstplace.Whichstoriesresonatewithtrialjudges? TheCourtcontinuallyremindsus(anditself)thataparentwhowishestomove doesnotneedtohaveacompellingreasontodoso.5However,Ican’trecalla singlesuccessfulrelocationcasewheretherewasn’tagoodreasonputforward forthemove.Ifyouaregoingtohaveachanceatwinning,focusonthereasons forthemoveandarticulatethemclearly. InthepaperbySerinaThomsonandmyself“RelocationCasesintheFamily CourtofWesternAustraliaJune2013‐March2015”6,ourreviewofreported andunreportedcasesforthatperiodidentifiedthesereasonsforwantingto relocate‐ Financiallyadvantageous(suchashigherpaidemployment) Professionallyadvantageous 4HeereyJ(1996)at31 5AvA:RelocationApproach(2000)FLC¶93‐035;MorganandMiles(2007)FLC93‐343 6http://www.foleys.com.au/resources/Relocation%20cases%20in%20the%20Family%20Court %20of%20Western%20Australia_Swart%20&%20Thomson_30May2015.pdf 4 Academicallyadvantageous Familysupport Spouseemployment Spouselocation “Homesick”(wantingtoreturn“home”duetobeingunabletosettlein Perth) Cultural Religious Mentalhealth InPlastowandSaville[2013]FCWA105atpara80WaltersJstated“abetterway ofdescribingorcontextualisingaparent's"freedomofmovement"istoregard theconceptasfallingwithinthatparent's"legitimateinterestsanddesires" whichshouldnotbeignoredintheconsiderationoffactorsinthecase(and ultimatelythewifewaspermittedtomovethechildrenbacktotheUK.)Her reasonforrelocationwasquitesimpleandherstorywelltold.Shehadagreedto movefromtheUK6yearsorsoearlierwiththehusbandwhenitwasnother preference,shehadalwaysbeenhomesickbutnotsuchthathermentalhealth wascompromisedandafterseparation,shewantedtogoback.Shewas presentedasacapablewoman,shewasexpectedtocopeifunabletomoveback totheUK.Afterbalancingeachofthefactorsandfindinginfavourofthe‘UK proposal,hisHonourstatedat272– “Becausethewifeistobethechildren'sunchallengedprimarycaregiver,itisnot possibletostrictlyseparatethechildren'sbestinterests‐assomeformof abstractconceptfromthewife'scircumstances,andherlegitimateinterestsand desires.Thelawdoesnotsuggestthatsuchaseparationcanbeachieved,asthe passagefromthejudgmentofKirbyJinAMSvAIFthatIhave(twice)citedabove makesclear.Thewife'shappinessandemotionalhealthareclearlyimportant considerations.” Imakeaparticularnoteof“thewife’shappiness”asIthinkthattherehasbeena trendoverthepastfewyearsofthinkingthatthestorywhichneededtobetold 5 inordertorelocatewasthattherewouldbeasevereimpactonthewife’smental health(beingtheparentwhomostcommonlyseekstorelocate)7. Happinessoftheprimarycareparentnowappearstobeawinningstoryline. IntherecentappealofBlanding&Blanding[2016]FamCAFC21(24February 2016),thetrialjudgehadpermittedthemothertomovethe3childrenfrom SydneytotheCentralCoastofNSWandthefatherwasnotsuccessfulin reversingthatdecisiononappeal. Therewere3childrenbornin2003,2006and2008.Thepartiesseparatedin mid2012whenthechildrenwere9,6and4.Thepartieswerelivingintheeast andsouth‐easternpartofSydney.Themotherformedanewrelationshipin September2012withapartnerwholivedontheCentralCoastnorthofSydney. Themotherhadbeentheprimarycarer.Thefatherissuedforequaltimeorders in2013andthemotherrespondedwitharequesttorelocate.Thefather’stime hadprogressedin2014toalternateweekendsfromFridaytoMonday.Withthe move,FridaytoMondaywouldbeimpossible.Themotherproposedshewould bringthechildrentoSydneyoneweekendamonthandthatthefathercould spendtheotheralternateweekendamonthintheCentralCoastareawiththe children. Thefatherhadsufferedfrombi‐polarandbeenanalcoholicbuthadsought treatmentandwasabletoplayasignificantroleinthechildren’slivesandattend theirextracurricularactivitiesforthepast3years.Theparentsrelationshipwas hostile. ThetrialproceededonMonday19and20January2015andhisHonourgave judgmentthatFriday.Theorderswerestayedpendingtheappealandthe motherandchildrenremainedintheSydneyarea. 7MothersweretheApplicanttorelocateinover90%ofthe38relocationcasesbeforethe FamilyCourtofWAfromJuly2014toOctober2015andweresuccessfulin66%ofcases.Iam gratefultoElizabethWarrofFCWAforsharingherresearch. 6 JudgeBrewsterhadlisted10factorsabouttheproposedmovesetoutinthe judgmentofFinnJatpp4‐5– “thereducedtimewhichthechildrenwouldspendwiththefather; thetravelandaccommodationcostsinvolvedforthefatherinspending timewiththechildrenontheCentralCoast; thefactthatinSydneythechildrenwouldspendtimewiththefather“ina normaldomesticsituation”whilesuchtimeontheCentralCoastwould havetobespentinrentedaccommodation; thefather’sabilitytobeinvolvedinthechildren’sschoolingandsporting activitieswouldbe“gravelydiminished”iftheymovedfromSydney; therewouldbe“agreaterthenhithertoseparation”fromtheirextended familyifthechildrenmovedfromSydney; thechildrenwouldhavetochangeschools; thechildren’sfriendsareintheSydneyareaandtheywillseemuchless ofthemiftheymove; thechildren’sviewsasexpressedtoDrR,whohadpreparedafamily report(withsuchviewsbeinglargelyunsupportiveofthemove); thechildrenwouldbemovinginto“anuntestedarrangement”should theysharearesidencewithMrW;andtherewouldbethreetofourhours travelinvolvedbetweenSydneyandtheCentralCoast. 10.Havingidentifiedthesetenmatters,hisHonourthensaidthattherewere “essentiallyonlytworeasons”whyhehaddecidedthatthemothershouldbe permittedtorelocate(at[45])‐[47]).Thefirstofthosereasonswasthefinancial advantagetothemotherofthemove.Thesecond,whichhisHonourdescribedas “byfarthemostsignificant”,wastheunhappinessandfrustrationwhichthe motherwouldfeelifshecouldnotpursueasharedlifewithMrW,andwhich “wouldundoubtedlyruboffonthechildrenand…haveaneffectonher parentingcapacity”.HisHonouralsoconsideredthatthemother“wouldbe extremelyresentfulofthefatherandseeherselfastrappedbyhim…”.” 7 Intheirjointjudgment,Ainslee‐WallaceandBermanJJstate– “144.GivenhisHonour’sfindingsabouttheimportanceoftherelationship betweenthechildrenandthemother,specificallythatshehadbeentheir primarycarer,aswellasthestrongrecommendationofthesingleexpertthat sheremainso,hisHonour’sconsiderationofthemother’shappinessisthrown intoclearfocus. 145.Wefindnoerrorinhisconclusionsinthisregard.” Thetrialjudgmentwasnotseparatelypublishedbutmuchofitisquotedinthe2 appealjudgments. Sowhatisthestorybeingcraftedofthepartiesinthiscase? Theimpressionofthemotherfromthejudgmentisofacalmlong‐suffering womanwithatendencyforunderstatement.Herrelationshipmusthavebeen difficultasthefather’smentalhealthproblemsweresignificant,bipolardisorder andalcoholismbutheraffidavitisdescribedasmatteroffactinitsdescriptionof alltheissues.Post–separationthefathersoughttreatmentanddespitethe parentingrelationshipbeingdescribedashostile,thereisnocriticismofthe motherandthechildrenwhohadbeeninherprimarycarehadagood relationshipwiththeirfather. Sheispatient.Shedidn’trushintocourt.Sheonlyappliedtorelocatewhen facedwiththeequaltimeapplication.Sheallowedthefathertoattendmany extracurricularactivitiesforthechildrenbeyondthetimeintheorders.Shehad waitedmanyyearstoliveclosetoherpartnerbutwasplanningtorent separatelyattheCentralCoasttoeasethechildrenintothenewrelationship. Shecallednoevidencetosayshewouldn’tbeabletocopeifshecouldn’tmove butcalmlydiscussedherhopesaboutherrelationshipwithMrWwiththefamily reporter.Shedidn’tmakeabigfussaboutherhopesofhappinessbuthis 8 Honourobviouslyfeltthatshedeservedthechanceofhappiness.Sheisthe archetypalgoodwoman,agoodmother.Atleastthat’sthestorywereadabout her.And4judgesstandupforherlegitimateinterestsanddesires. Thefatherontheotherhandfiledanapplicationforequaltimeorders.A strategicallybadideaasalljudgesknowthatifsuchanarrangementneedstobe ordereditisprobablydoomedtofailforthechildren.Wouldn’tyouhavetriedto talkyourclientoutofthatapplication?Fromtheverystartofthecourtaction, thestorybeingtoldaboutthefatheristhatheisnotawareofissuesthatmaybe difficultforhischildren.Wereitnotforthementalhealthissues,hewouldbe labelledthearchetypalcontrollingman.Andpossiblystillwiththementalhealth issues. Thefather’sapplicationfortrialwasthatthechildrenshouldlivewithhimifthe motherwishedtomovewithoutthem.Acommonenoughorderbutwhatstory doesittellabouthim?Yesheloveshischildren.He’dgothislifeinorderand posednoriskotherthaniftheyweretolivewithhim,thestressorsofthe untestedchangemaycauserelapseproblemsforhim.Butwasitrealistictolet himmakethatapplication?Wouldn’thehavebeenbetteroffseekingan extendedweekendtoenablethechildrentostaywheretheywere,attheschools theywerecomfortablein,workingcooperativelywiththemothertoenableher tohavetimewithherpartnerwithoutmoving? Howstrategicwasthefather’sstory?Notstrategicenoughtowin! Myfinalcuriositycomesfromaninterimparentingdecisiononrelocationwhere themotherwasself‐represented. InTimms&Payton[2015]FCCA3324(18December2015)thematterhadbeen listedforfinalhearinginWollongongNSWinSeptember2015whentheonly issuehadbeenthetimethefatherwastospendwiththe11yearolddaughter workingaroundhisroster.Propertymattershadresolvedbyconsentin2014. Atfinalhearing,theself‐representedmotherannouncedthatshehadpurchased 9 ahouseandwasmovinginDecembertoatowninexcessof2hoursdrivesouth andwantedtochangethetimesandchangeoverarrangementsforthechild’s weekendswiththefather,andherschool(foryear6,thelastyearofprimary school).Thecasewasadjournedoff,anICLwasappointedandthepartiesand childorderedtoattendaChildInclusiveConferenceconductedbyafamily consultantemployedbytheCourt.AltobelliJheardargumenton9November 2015anddeliveredabriefinterimjudgmenton18December2015. TheFamilyConsultantadvisedthatthe11yearolddidnotwanttomoveor changeschoolsandparticularlywantedtoattendaspecialperformingarts secondaryschoolnearthefather’shome,thatshelovedandwasloyaltoeach parentbutthatshewaswellsettledinthecareofhermother. Thefatheropposedthemove(asdidtheICL)andproposedthechildlivewith him(forwhichhewouldneedgreatassistancetogethertoschooletc)butwas alsopreparedtospendtimewiththechildonalternateweekendsandholidays, subjecttohisroster.Hewasabletomeetforchangeoverasproposedbythe mother. ThedifficultyhisHonourfacedwasthatthemotherhadindicatedtotheCourt “intheclearestpossibleterms”thatwhateverorderthecourtmade,shewas movingtothenewhouseinDecember2015andthefatherwasanunknown quantityasaresidenceparentandhisproposedcarearrangementswhilsthe wasatworkwere“highlyproblematic,tosaytheleast”. Atparagraph28hisHonourstates– “OfrealconcerntotheCourtistheattitudeoftheMotherinsuggestingthatshe willmove,irrespectiveofwhetherXcomeswithher.Thisisaworryingattitude. ItprioritisesherneedsoverthoseofX.Thereasonsthatshegivesforthemove areprimarilyfinancialandlifestyle,buthavenotbeencarefullyscrutinisedand, quitefrankly,soundhollow.Nonetheless,theCourthastomakeadecisionthatis 10 inthebestinterestsofX,andnotallowitselftobedistractedbyissuesof parentalculpability.” HisHonourscrutinisedthehistoryofthedisputenotingthattherehadbeen allegationsofpoorparentingagainsteachparentinthepastbutneitherofthem raisedthoseascontinuingconcerns.Hethensolvedtheproblemforayearby allowingthemother’sproposedordersandbringingitbackforfinalhearingin December2016soafinaldecisioncouldbemadebeforethestartofhighschool in2017. ApparentlynoonetoldMsPaytonthatgoodmothersdonotcategoricallystate thattheywillleavetheirchildrenandmoveanyway.Shefailedtosolvethe court’sdilemmabyconcedingthatshewouldstayasthemotherdidinUvU [2002]HCA36whensheconcededshewouldnotreturntoIndiawithoutthe child,asthemotherdidinJurchenko&Foster[2014]FamCAFC127whenshe concededshewouldnotleavePerthforthePilbarawithoutthechild,despiteher desiretobewithhernewpartner.Shestoodhergroundandexercisedherright tohavethecourtproperlyconsiderandassesstheparties’proposals(although summarilyataninterimstage). MsPayton,littlethoughsherealisedorintendedtodoso,forcedthecourtto challengethestereotypicalstorywhichhasplayedoutmanytimesinrelocation cases. JusticeHeereymaysaylitigationhasalargecomponentofsheerluck.Don’trely onit.Takethetimetothinkthroughandbestrategicwhenyouhelpyourclients telltheirstoriestothecourt.Wecan’ttellclientshowtoanswerquestionsin cross‐examinationbutwecanhelpthemtoarticulateandthinkthroughtheir issuesstrategically.
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