Re Estate Bohar; Bockos v Bohar [2021] NSWSC 1177

Supreme Court New South Wales

Medium Neutral Citation: Re Estate Bohar; Bockos v Bohar [2021] NSWSC 1177 Hearing dates: 7, 8 and 9 September 2021 Date of orders: 16 September 2021 Decision date: 16 September 2021 Jurisdiction: Equity - Family Provision List Before: Lindsay J Decision: 1) ORDER that an application by an adult granddaughter for a family provision order in respect of the estate or notional estate of her maternal grandmother be dismissed. (2) RESERVE questions of costs for further consideration upon submissions to be made. Catchwords: SUCCESSION — Family provision — Claim by adult granddaughter for provision from notional estate of deceased maternal grandmother under Succession Act 2006 (NSW), Ch 3 — Whether dependent at any time on the deceased — Whether factors warranting — Application dismissed Legislation Cited: Succession Act 2006 NSW Cases Cited: Aafjes v Kearney (1976) 180 CLR 199 Andrew v Andrew (2012) 81 NSWLR 656 Ball v Newey (1988) 13 NSWLR 489 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Chapple v Wilcox (2014) 87 NSWLR 646 Churton v Christian (1988) 13 NSWLR 241 Goodman v Windeyer (1918) 144 CLR 490 In re Allen [1922] NZLR 218 McKenzie v Baddeley [1991] NSWCA 197 Petrohilos v Hunter (1991) 25 NSWLR 343 Pontifical Society for the Propagation of the Faith v Scales (1962) 17 CLR 9 Re Estate of Hakim; Simons v Permanent Trustee Co Ltd [2005] NSWSC 223 Re Fulop Deceased (1987) 8 NSWLR 679 Sgro v Thompson [2017] NSWCA 326 Skinner v Frappell [2008] NSWCA 296 Category: Principal judgment Parties: Plaintiff: Erika Bockos First Defendant: Erika Bohar Second Defendant: Eve Gerzabek Third Defendant: Steven Gerzabek Representation: Counsel: Plaintiff: KF Morrissey First Defendant: D Stewart Second Defendant: N Geikie, Solicitor Third Defendant: MM Pringle