2016 Will, Probate and Succession Act Decisions in New South Wales

By Ari Katsoulas, Barrister

February 2016

  • Stollery v Stollery [2016] NSWSC 54 (Stevenson J) – claim under the Succession Act 2006 (NSW) for provision by an adult son – estranged son – summons dismissed
  • Henry v Hancock [2016] NSWSC 71 (Brereton J) – claim for provision by an adult daughter under the Family Provision Act 1982 (NSW) – out of time – notional estate – summons dismissed.
  • Walker v Walker; the Estate of Ngaere Joy Walker, late of Mortdale [2016] NSWSC 92(Slattery J) application for removal of one excutor by the other
  • Manning v Matsen (No. 2) [2016] NSWSC 70 (Slattery J) – Costs
  • Judith Evelyn Hockey v Richard Matthew Hockey and Lorraine Frances Hockey as executors and trustees of the Estate of Lloyd Roland Hockey [2016] NSWSC 426(Brereton J) – Family Provision – Approval of Compromise
  • Estate of May Berry, deceased [2016] NSWSC 130 (Lindsay J) – successful application by adult daughters.
  • The Estate of the Late Akos Balazs Melegh [2016] NSWSC 249 (Slattery J)

March 2016

  • Paradisis v Kekatos as executor of the estate of the Late John Paradisis [2016] NSWSC 220 – Family Provision by Widow – Inadequate Provision (life estate in matrimonial home) – order for provision.
  • Sellak v Sellak, estate of late Corrado Simon Sellak; Sellak v Sellak [2016] NSWSC 213– (Slattery J) – Family Provision Claim under the Succession Act 2006 (NSW).
  • Campton v Hedges [2016] NSWSC 201 (Hallen J) – Informal Testamentary Document
  • Life v Hall [2016] NSWSC 316 (Hallen J) – Out of time application by adult son for provision.
  • Edmonds v Morrissey [2016] NSWSC 342 (Darke J) – construction of a will – issue

April 2016

  • Yee v Yee & Anor [2016] NSWSC 360 (Slattery J) – family provision application by nephew fo the deceased – factors warranting – dismissed with costs.
  • Estate Cockell; Cole v Paisley [2016] NSWSC 349 (Lindsay J) – Contested grant – Testamantary Capacity – Soundness of mind, memory and understanding – will valid.
  • Sadiq v NSW Trustee and Guardian [2016] NSWCA 62 (McColl JA at [1]; Leeming JA at [2]; Sackville AJA at [63]) – intestacy – claim that plaintiff was de facto partner of deceased for many years – claim not accepted by primary judge – conflict between evidence of plaintiff and evidence of neighbours and social workers – paucity of documentary evidence – inconsistencies in plaintiff’s case – no appellable error shown – appeal dismissed
  • Steiner v Strang [2016] NSWSC 395 (Slattery J) – action by residuary beneficiary on behalf of estate for the recovery of monies claimed to be owed to an estate – executors unwilling to bring action – deceased worked in a bridal couturier business for approximately 25 years before her death.
  • Estate Pascale [2016] NSWSC 443 (Lindsay J) – Claims by former partner and adult children – Competing claims of widow and minor child – Orders made capping costs payable out of estate
  • Application of Harnett and Cutts [2016] NSWSC 427 (Pembroke J) – next of kin inquiry
  • Steiner v Strang (No 2) [2016] NSWSC 394 (Lindsay J) – Application for summary relief – Pleading alleged to be defective – Strike out application dismissed
  • Penfold v Predny [2016] NSWSC 472 (Hallen J) – Application for Provision by adult Child – Summons Dismissed.
  • Estate Raineri [2016] NSWSC 489 (Lindsay J) – Family Provision – Requirement for adequate and proper maintenance – Whether applicant left with insufficient provision – Claims by adult children – Court not satisfied applicants left without adequate provision – Applications for family provision relief dismissed
  • Bechara v Bechara [2016] NSWSC 513 (Hallen J) – informal testamentary document – revocation.
  • Christina Elizabeth Hay v Sarah Renwick [2016] NSWSC 1048 (Brereton J) – family provision case by de facto partner – legacy of $1.5million from estate.

May 2016

  • Morier v Liem [2016] NSWSC 582 (Hallen J) – family provision claim by adult child – small estate – self-represented defendant.
  • Estate of Raul Novosadek [2016] NSWSC 554 (Young AJ)
  • Diane Allen v Attorney General of NSW [2016] NSWSC 579 (Young AJ) – will construction case.
  • Estate Webster [2016] NSWSC 580 (Lindsay J)
  • The Estate of the Late Akos Balazs Melegh (No. 2) [2016] NSWSC 584 (Slattery J)
  • Stone v Stone [2016] NSWSC 605 (Brereton J) – Family Provision application by adult daughter of second marriage – extension of time.
  • Elizabeth Ann Bremner v Jennifer Lee Graham [2016] NSWSC 633 (Hallen J) – Family Provision application – mother of the deceased – factors warranting – order for provision made.

June 2016

  • Gray v Mather [2016] NSWSC 699 (Hallen J)
  • Estate Sullivan [2016] NSWSC 524 (Lindsay J)
  • Estate Sue [2016] NSWSC 721 (Lindsay J)
  • Sellak v Sellak, estate of the late Corrado Simon Sellak; Sellak v Sellak (No. 2) [2016] NSWSC 396 (Slattery J)
  • Hinderry v Hinderry [2016] NSWSC 780 (Hallen J)
  • Meissner v Lindsay [2016] NSWSC 790 (Robb J)

July 2016

  • Revell v Revell [2016] NSWSC 947 (Pembroke J)
  • Maria Saravinovksa v Krste (Chris) Saravinovski; Chris Saravinovski v George Saravinovski (No 6) [2016] NSWSC 964
  • Stojanovski v Stojovski [2016] NSWSC 976
  • Woodleigh v Williams [2016] NSWSC 979 (Kunc J) –
  • Estate Polykarpou; Re a charity [2016] NSWSC 409 (Lindsay J) – Charitable Gifts – Construciton.
  • Moxey v Bass [2016] NSWSC 1022 (Hallen J) – Family Provision claim by Child of the deceased.
  • James v Douglas [2016] NSWCA 178 (Court of Appeal) –

August 2016

  • Smith v Smith [2016] NSWSC 1077 (Hallen J)- order for provision made for two adult children applicants
  • Colegrove v Dullaghan [2016] NSWSC 1105 (Robb J) – Letters of Administration – Informal Document
  • Bindoff v The Trust Company (Australia) Ltd; Estate of the late Everitt Joseph Griffiths [2016] NSWSC 1100 (Slattery J) – Family Provision Claim by adult daughter
  • Dark v Dark [2016] NSWSC 1223 (White J) – Family Provision
  • Chan v Chan [2016] NSWCA 222 (Court of Appeal)- Family Provision Claim by Adult Son
  • Estate El Chami; Habib v El Chami [2016] NSWSC 1208 (Lindsay J) – Testamentary Capacity – Family Provision

September 2016

  • Anderson v Anderson [2016] NSWSC 1204 (Hallen J)
  • Page v Page [2016] NSWSC 1218 (Hallen J)- application for provision by brother of the deceased
  • Damevski v Hope [2016] NSWSC 1231 (Pembroke J) –
  • The Estate of Hertslet; Richard John William d’Apice Administrator of the late John Leo Hertslet [2016] NSWSC 1240 (Slattery J) – Judicial Advice
  • Colegrove v Dullaghan (No 2) [2016] NSWSC 1236 (Robb J) – Costs
  • Barakett v Barakett [2016] NSWSC 1257 (White J) – Probate
  • Monaghan v Monaghan; Monaghan v Monaghan [2016] NSWSC 1316 (Slattery J)
  • Berry v Nicholls [2016] NSWCA 272 (Court of Appeal) – Application for leave to appeal – no error
  • Carr v Douglass (No. 2) [2016] NSWSC 1367 (Slattery J)
  • Page v Page [No 2] [2016] NSWSC 1323 (Hallen J) – Costs of Family Provision Claim
  • Kohari v NSW Trustee & Guardian [2016] NSWSC 1372 (Hallen J) – Costs of Family Provision Claim – withdrawn/dismissed/discontinued
  • Sitki v SitkiSitki v Aksoy [2016] NSWSC 1396 (Stevenson J) – Family Provision Claim by Widow

October 2016

  • Gifford v Nicholl [2016] NSWSC 1460 (White J)
  • Re Kilby & Ors [2016] NSWSC 1433 (Slattery J)
  • Application by NSW Trustee and Guardian (Estate of the late Frederick John Vermaak)[2016] NSWSC 1436 (Slattery J)
  • Patterson v Scott [2016] NSWSC 1477 (Hallen J)- discontinuance of proceedings and costs

November 2016

  • Saba v Saba [2016] NSWSC 1576 (Stevenson J) – Family provision application by adult daughter – further provision by way of $150,000
  • Hinderry v Hinderry (No 2) [2016] NSWSC 1577 (Hallen J) – Costs in Family provision application
  • The Estate of Juliana Voros; Cooney & Ors v Cherry [2016] NSWSC 1603 (Hallen J) – revocation of grant of probate
  • Application by Craig-Bridges; The Estate of Ella Minnie Lillian Bush; The Estate of Ella Minnie Lillian Bush v NSW Trustee & Guardian [2016] NSWSC 1611 (Stevenson J) – Testamentary Capacity; Family provision application by adult daughter – successful

December 2016

  • Austin v NSW Trustee and Guardian [2016] NSWSC 1675 (Hallen J) – Family Provision application by grandchild of deceased – unsuccessful; Real Property claim by executor for possession
  • Re Filomena Rodi, deceased [2016] NSWSC 1696 (Lindsay J) – family provision application by adult daughter – dismissed;  application by adult grandson – legacy of $200,000.00
  • Estate of Grahame David Wright [2016] NSWSC 1779 (Kunc J) – Construction Case
  • Petkovic v Koutalianos [2016] NSWSC 1817 (Hallen J) – Family provision application by adult daughter – unsuccessful.
  • Thompson v Sgro [2016] NSWSC 1869 (Hallen J) – family provision application by adult daughter – successful – lump sum by reference to net proceeds of property sale
  • Clark v Ro [2016] NSWSC 1877 (Hallen J) – family provision application by adult daughter – lump sum legacy of $130,000

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