Widow Ordered to Pay Husband’s Mistress

wills and testamentI found this story astonishing.  I guess we need to consider what should be included or added to Wills when we look at couples that have been separated for a number of years without having gone through the divorce process.  In this particular case there doesn’t seem to have been any children born of this relationship, but it would be something that could need consideration as well.


The widow of a Kiwi millionaire has been told to pay her late husband’s Australian mistress thousands of dollars from his estate.

Anthony Francis Bohm died in October 2010 from a heart attack, aged 71, leaving his wife of nearly 50 years, Winifred Bohm, as the sole beneficiary of his estate.

The couple had purchased a news agency business in 1962, and in 1974 set up a business dealing in property, antiques and furnishings, where they both worked seven days a week until they retired in 2003.

Mr and Mrs Bohm separated in 1993, and Mr Bohm had lived with his girlfriend, Dee Morgan, in Dunedin from 1996 to 1999.

They too separated after Mr Bohm refused to divorce his wife, but their “sexual, intellectual and emotional relationship” continued until his death, and they continued to go on holiday together and socialise as a couple, the New South Wales Supreme Court found.

“Although the deceased at one stage told the plaintiff that the relationship was over, his conduct after that point in time led the plaintiff to believe that there was still a continuous relationship of a lesser intensity than that which existed before,” Associate Justice Richard Macready said.

He said Ms Morgan, 65, now lives a very frugal lifestyle, and has to supplement her pensions by drawing on her superannuation fund, which will likely run out in the next 15 years.

By comparison, Mrs Bohm, 73, has $A2.4 million ($NZ2.9m) of property in New Zealand, a $A1m Sydney property, $A227,000 in term deposits, plus her superannuation, the court said.

Justice Macready was only able to make orders on Mr Bohm’s Australian assets.

As Mrs Bohm wanted to keep the Sydney property, and spend six months there and six months in New Zealand each year, Justice Macready ordered her to pay a “legacy” of $A225,000 from her husband’s estate to Ms Morgan.

He also ordered that legal costs of more than $A250,000 be paid from Mr Bohm’s estate.


Source:  NZ Newswire and http://nz.news.yahoo.com/a/-/top-stories/16822702/widow-ordered-to-pay-husbands-mistress/ YahooNews


Patricia Annino is a sought after speaker and nationally recognized authority on women and estate planning.  She educates and empowers women to value themselves and their contributions in order to ACCOMPLISH GREAT THINGS in the world – and in so doing PROTECT THEMSELVES, those they love, and the organizations they care about.  Annino recently released an updated version of her successful book, Women and Money: A Practical Guide to Estate Planning to include recent changes in the laws that govern how we protect our assets during and beyond our lifetime.  To download Annino’s FREE eBook, Estate Planning 101 visit, http://www.patriciaannino.com.

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