North v Daniel [2021] NSWSC 828

Supreme Court New South Wales

Medium Neutral Citation: North v Daniel [2021] NSWSC 828 Hearing dates: 1 - 2 June 2021 Date of orders: 8 July 2021 Decision date: 08 July 2021 Jurisdiction: Equity Before: Hallen J Decision: Directs the parties, within 10 days, to provide in hard and soft copy, Short Minutes of Order that reflect these reasons Catchwords: SUCCESSION – Family Provision – Claim by adult child of the deceased for provision under Ch 3 of the Succession Act – No dispute as to eligibility under s 57(1)(c) of the Act – Some provision made for him in the last Will of the deceased – Reasons for the limited provision made for the Plaintiff stated by the deceased – Dispute as to accuracy of reasons – Significant competing claim of one Defendant, also an adult child of the deceased – Whether the Plaintiff was left without adequate provision for his proper maintenance and advancement in life – Whether an order for provision should be made for his proper maintenance and advancement in life and, if so, in what amount – Provision to be made for the Plaintiff in lieu of the provision made for him in the deceased's Will. Legislation Cited: Civil Procedure Act 2005 (NSW) ss 62, 98 Evidence (Audio and Audio Visual Links) Act 1998 (NSW) s 5B Succession Act 2006 (NSW) ss 57-63, 65, 66, 72, 84, 99 Probate and Administration Act 1898 (NSW) ss 86, 84A Family Provision Act 1982 (NSW) Uniform Civil Procedure Rules 2005 (NSW) r 31 Cases Cited: Alexander v Jansson (2010) 6 ASTLR 432; [2010] NSWCA 176 Andrew v Andrew (2012) 81 NSWLR 656; [2012] NSWCA 308 Bartlett v Coomber [2008] NSWCA 100 Bkassini v Sarkis [2017] NSWSC 1487 Boettcher v Driscoll (2014) 119 SASR 523; [2014] SASC 86 Bondelmonte v Blanckensee [1989] WAR 305 Borebor v Keane (2013) 11 ASTLR 96; [2013] VSC 35 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Bowyer v Wood (2007) 99 SASR 190; [2007] SASC 327 Burke v Burke (No 2) (2015) 13 ASTLR 313; [2015] NSWCA 195 Carey v Robson (No 2) [2009] NSWSC 1199 Chan v Chan [2016] NSWCA 222; (2016) 15 ASTLR 317 Chapple v Wilcox (2014) 87 NSWLR 646; [2014] NSWCA 392 Christie v Manera [2006] WASC 287 Crossman v Riedel [2004] ACTSC 127 de Angelis v de Angelis [2003] VSC 432 Devereaux-Warnes v Hall (No 3) (2007) 35 WAR 127; [2007] WASCA 235 Foley v Ellis [2008] NSWCA 288 Forsyth v Sinclair (No 2) (2010) 28 VR 635; [2010] VSCA 195 Goodsell v Wellington [2011] NSWSC 1232 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Hall v Carney (No 3) [2021] SASCA 37 Harkness v Harkness (No 2) [2012] NSWSC 35 Hawkins v Prestage (1989) 1 WAR 37 Heyward v Fisher (Court of Appeal (NSW), Kirby P, 26 April 1985, unrep) Hughes v National Trustees, Executors and Agency Co of Australasia Ltd (1979) 143 CLR 134; [1979] HCA 2 Hunter v Hunter (1987) 8 NSWLR 573 In Goodman v Windeyer (1980) 144 CLR 490; [1980] HCA 31 In re Green (Deceased); Zukerman v Public Trustee [1951] NZLR 135 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Kohari v Snow [2013] NSWSC 452 Liprini v Liprini [2008] NSWSC 423 MacGregor v MacGregor [2003] WASC 169 Marks v Marks [2003] WASCA 297 McCosker v McCosker (1957) 97 CLR 566; [1957] HCA 82 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 O'Brien v McCormick [2005] NSWSC 619 Pontifical Society for the Propagation of the Faith v Scales (1962) 107 CLR 9; [1962] HCA 19 R (on the application of M) v Slough Borough Council [2008] 1 WLR 1808; [2008] UKHL 52 Salmon v Osmond (2015) 14 ASTLR 442; [2015] NSWCA 42 Sam Wardy v Gordon Salier; William Wardy v Gordon Salier; Hassiba Wardy v Estate of late Edmond Wadih Wardy developer and Ch 3 of the Succession Act 2006 [2014] NSWSC 473 Sanson v Sanson [2021] NSWSC 417 Sgro v Thompson [2017] NSWCA 326 Singer v Berghouse (1994) 181 CLR 201; [1994] HCA 40 Slack v Rogan; Palffy v Rogan (2013) 85 NSWLR 253; [2013] NSWSC 522 Smith v Johnson (2015) 14 ASTLR 175; [2015] NSWCA 297 Sreckovic and Sreckovic [2018] NSWSC 1597 Steinmetz v Shannon (2019) 99 NSWLR 687; [2019] NSWCA 114 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stott v Cook (1960) 33 ALJR 447 Sung v Malaxos [2015] NSWSC 186 Taylor v Farrugia [2009] NSWSC 801 Touma v Diocese of Saint Maron, Sydney [2020] NSWSC 1926 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin (2005) 221 CLR 191; [2005] HCA 11 Walker v Walker [1996] NSWSC 188 White v Barron (1980) 144 CLR 431; [1980] HCA 14 Worsley v Solomon [2008] NSWSC 444 Yee v Yee [2017] NSWCA 305 Texts Cited: R Atherton in "The Concept of Moral Duty in the Law of Family Provision – A Gloss or Critical Understanding?" (1999) 5(1) Australian Journal of Legal History 5 Category: Principal judgment Parties: Jeffrey William North (Plaintiff) Julie-Anne Daniel (first Defendant) Jennifer Elizabeth Hunter (second Defendant) Graeme Terence Mahn (third Defendant) Representation: Counsel: M K Meek SC (Plaintiff) No appearance (first Defendant) L J Ellison SC (second and third Defendants)