2019 Will & Estate Cases (NSW)

By Ari Katsoulas, Barrister
(02) 8915 2006 | akatsoulas@wentworthchambers.com.au

Below are my own records for WIll & Estate decisions delivered in 2019. I have maintained a public list since 2014. Use at your own risk.

FEBRUARY 2019

  • Meissner v Lindsay [2019] NSWSC 82 (Pembroke J) – Unsuccessful Family Provision Claim by former spouse of the deceased – prior Family Law settlement (divorce) [C] [J]
  • Russell v Attorney General of New South Wales [2019] NSWSC 98 (Robb J) – Charitable gifts and trusts – Cy-pres scheme in relation to the failure of object – deceased estate [Caselaw]
  • Maynard v Maynard (No 2) [2019] NSWSC 104 (Robb J) – Application for Special Costs Order [C] [J]
  • Tuitupou v Davies [2019] NSWSC 160 (Ward CJ in Eq) – Costs Arising from Settled Family Provision Claim [Jade] [Caselaw]
  • Application of NSW Trustee & Guardian; Estate of Meyerfeld [2019] NSWSC 156 (Parker J) – Next of Kin Inquiry – ‘Benjamin Orders’ [Jade] [Caselaw]

MARCH 2019

  • Galea v Camilleri [2019] NSWSC 167 (Robb J) – Cost Consequences – Discontinued Probate Suit. [Jade]
  • Angius v Salier & Ors [2019] NSWSC 184 (Henry J) -[Jade] [Caselaw]
  • Neal v Neal [2018] NSWSC 1669 (Slattery J) – Successful Family Provision Claim by Adult Child of the Deceased – estrangement prior to death – discount on account of estrangement – a legacy of $400,000 [Jade] [Caselaw]
  • Detheridge v Detheridge [2019] NSWSC 183 (Slattery J) – Successful Family Provision Claim by Adult Son of the Deceased –  [Jade]
  • Gail Patricia Stone v Michael John Stone [2019] NSWSC 233 (Hammerschlag J) – Unsuccessful Family Provision Claim by Adult Daughter – Obligation for Full and Frank Disclosure of Applicant’s Financial Position – Summons Dismissed [Jade]
  • McDonald v O’Connor [2019] NSWSC 261 (Hallen J) – Successful Family Provision claim by Adult Daughter – modest provision made – statement as to testamentary intention for lack of provision to the applicant – notional estate  [Jade]
  • Dragarski v Dunn [2019] NSWSC 300 (Pembroke J) – Next of Kin – Burial Rights – Intestacy
  • Olsen v Olsen  [2019] NSWSC 217 (Pembroke J) – Unsuccessful Family Provision Claim by adult son – small estate – proportionality of costs – duty of legal practitioners in drafting evidence. [Jade]
  • Brindley v Wade [2019] NSWSC 303 (Hallen J) – Family Provision Claim by Adult Daughter – Summary Dismissal Application is withdrawn by Consent – Costs [Jade] [Caselaw]
  • Application by NSW Trustee and Guardian; Estate of Esme Veronica Hennessy [2019] NSWSC 340 (Henry J) – Judicial Advice regarding a deceased estate [Jade] [Caselaw].

APRIL 2019

  • McDonald v O’Connor (No 2) [2019] NSWSC 344 (Hallen J) – Costs Orders following Successful Family Provision Claim by Adult Daughter. [Jade] [Caselaw]
  • Re MP’s Statutory Will [2019] NSWSC 331 (Lindsay J) – Statutory Will – Application Dismissed. [Jade] [Caselaw]
  • Carly White v Candice Williams [2019] NSWSC 437
  • Squire v Squire [2019] NSWCA 90 (Macfarlan JA at [1]; Meagher JA at [2]; Simpson AJA at [47])

MAY 2019

  • Re MP’s Statutory Will (No. 2) [2019] NSWSC 491 (Lindsay J) – [Jade]
  • Steinmetz v Shannon [2019] NSWCA 114 (White JA at [1]; Brereton JA at [67]; Simpson AJA at [151]) – [Jade]
  • Blendell v Byrne & Ors; The Estate of Noeline Joan Blendell [2019] NSWSC 583 (Hallen J) – Knowledge and Approval – Undue Influence – Family Provision Claim [Jade] [Caselaw]
  • Love v Williams [2019] NSWSC 555 (Emmett AJA) – Construction Case [Jade] [Caselaw]
  • Calokerinos, Executor of the Estate of the late George Sclavos v Yesilhat; Yesilhat v Calokerinos, Executor of the Estate of the late George Sclavos (No. 2) (22 May 2019) [2019] NSWSC 584 (Slattery J) – Costs [Jade] [Caselaw]
  • Bitar by her tutor Maryam Al Chahaf v Bitar [2019] NSWSC 614 (Slattery J) [Jade] [Caselaw]

JUNE 2019

  • Milosevska v Milosevski [2019] NSWSC 711 (Hallen J) [Jade] [Caselaw]
  • Weisbord v Rodny (No 2) [2019] NSWSC 739 (Robb J) – Costs[Jade] [Caselaw]
  • Strang v Steiner [2019] NSWCA 143 –  [Jade] [Caselaw]
  • Estate of Aspasia Kandros [2019] NSWSC 757 (Hallen J) – Construction and Rectification [Jade] [Caselaw]
  • Photios v Photios [2019] NSWCA 158 – [Jade] [Caselaw]
  • Re Estates Brooker-Pain and Soulos [2019] NSWSC 671 (Lindsay J) – Disclosure in Probate Proceedings [Jade] [Caselaw]
  • Wengdal v Rawnsley [2019] NSWSC 926 (Hallen J) – Unsuccessful Family Provision Claim by adult child (daughter)  – Summons Dismissed – Costs [Jade][Caselaw]

JULY 2019

  • Blendell v Byrne & Ors; The Estate of Noeline Joan Blendell (No 2) [2019] NSWSC 798  (Hallen J)- Costs [Jade] [Caselaw]
  • Grant v Roberts; Smith v Smith; Roberts v Smith; Curtis v Smith [2019] NSWSC 843 (Ward CJ in Eq) – Family Provision by Adult Children of Deceased and Sister of Deceased – Declaration of Notional Estate  [Jade] [Caselaw]
  • The estate of the late Sharrin Laura Rees [2019] NSWSC 859 (Gleeson J) – Release by Provision Claimant against Insolvent Estate [Jade] [Caselaw]
  • Jones v Robinson & Ors [2019] NSWSC 932 (Sackar J) – construction case – homemade will [caselaw]
  • Maria Coppola v New South Wales Trustee and Guardian as Administrator of the Estate of the Late Giuseppina Buda (No 2) [2019] NSWSC 948 (Emmett AJA) – claim under Family Provision Claim 1982 abandoned – proprietary estoppel [Case]
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AUGUST 2019

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SEPTEMBER 2019

  • Estate de Wild, deceased [2019] NSWSC 1128 (Lindsay J) – [Jade]
  • Small v Phillips [2019] NSWCA 222 (Court of Appeal) – Statutory Will [Jade]
  • The Estate of Denise Daughne Kelpe [2019] NSWSC 1226 (Parker J) – Judicial Advice [Jade]
  • Secretary, Department of Communities and Justice v OR [2019] NSWSC 1267 (Robb J) – Statutory Will [Jade]
  • Dannawi v Dannaway [2019] NSWSC 1287 (Slattery J) – Successful Family Provision Application by Younger Brother [Jade]
  • Carrington v Wallace [2019] NSWSC 1301 (Robb J) – Construction Case[Jade]

OCTOBER 2019

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  • Estate of the late Shirley Joan Violet Gardner; Bernengo v Leaney [2019] NSWSC 1324 (Bell P sitting in Equity) – Intestacy – declaration that partnr surviving spouse – grant of letters of administration [Jade]

 

Ari Katsoulas is a barrister in Sydney specialising in Will & Estate litigation. He accepts briefs to advise in all areas of estate litigation, as well as appear at mediations and hearings.
(02) 8915 2006 | akatsoulas@wentworthchambers.com.au