2020 Will & Estate Judgments and Decisions (NSW)

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

Below are my own records for WIll & Estate decisions of 2020. I have maintained a public list since 2014. Use at your own risk.

January 2020

  • NSW Trustee and Guardian v Wardy [2020] NSWSC 18 (Slattery J) – [J]

February 2020

  • Robinson v Robinson [2020] NSWCA 4 (Meagher JA at [1], Ward JA at [2], Gleeson JA at [229]) – Appeal concerning Section 95 Release [J]
  • Colbourne v Colbourne [2020] NSWDC 37 (Judge Levy SC) Approval of Family Provision Settlement – District Court [J]
  • Cowap v Cowap  [2020] NSWCA 19 (Bell P at [1]; Macfarlan JA at [2]; White JA at [61]) – Family Provision Claim by Adult Son against elderly Widow – consideration of competing interests [J]
  • Bowers v Bowers  [2020] NSWSC 109 (Hallen J) – Family Provision claim by adult child – beneficiary of discretionary  testamentary trust [J]
  • Application by Muhammad Elias Attia [2020] NSWSC 94 (Ward CJ In Eq) – Judicial Advice [J]
  • Megerditchian v Khatchadourian (No 2) [2020] NSWSC 112 (Parker J) – Costs in Family Provision Claim – within District Court jurisdiction [J]
  • Small v Phillips (No 3) [2020] NSWCA 24 (Brereton JA; McCallum JA; Emmett AJA) – Costs [J]
  • Rodny v Weisbord [2020] NSWCA 22 (Meagher JA at [1], White JA at [99], McCallum JA at [150]) – Informal Document – Intention to form a Will [J]
  • Re Estate Luce; Turch v Tripolone [2020] NSWSC 117 (Lindsay J) – Unsuccessful Family Provision Claim by Adult Son [J]

March 2020

April 2020

May 2020

  • The Estate of Terence Byrne; Osborne v Stewart [2020] NSWSC 507 (Hallen J) – Rectification [J]
  • Re The Will of Alexa [2020] NSWSC 560 (Hallen J) – Statutory Will [J]
  • Estate Ameisen, Deceased [2020] NSWSC 528 (Lindsay J) – unsuccessful family provision claim by adult son against estate of mother – sibling competing beneficiary – $1.2mil estate [J]
  • Ovens v Ovens; The Estate of the late May Enid Ovens [2020] NSWSC 568 (Slattery J) – claim by adult son for further provision – no further provision made [J]
  • Rakovich v Marszalek [2020] NSWSC 589 (Hallen J) – successful family provision claim by “close friend” – partly dependent / member of household / alternatively, close personal relationship [J]

June 2020

July 2020

August 2020

September 2020

October 2020

November 2020

December 2020

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