Finlay v Pereg [2022] NSWSC 32

Supreme Court New South Wales

Medium Neutral Citation: Finlay v Pereg [2022] NSWSC 32 Hearing dates: 22 and 23 November 2021; Further written submissions closed 20 December 2021 Date of orders: 27 January 2022 Decision date: 27 January 2022 Jurisdiction: Equity - Family Provision List Before: Kunc J Decision: Additional provision ordered Catchwords: SUCCESSION — Family provision — Claim by de facto husband — Provision sought where estate left equally to de facto husband and deceased's three siblings — Application of forfeiture rule to deprive substitutionary beneficiary of his share — Relevance of plaintiff's aged pension entitlement Legislation Cited: Practice Note SC Eq 7 Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Foster v Lisle [2003] NSWSC 1243 Gunawardena v Kanagaratnam Sri Kantha [2007] NSWSC 151 Helton v Allen (1940) 63 CLR 691 Nicholas v Nicholas [2013] NSWSC 697 Parker v Public Trustee (Supreme Court (NSW), Young J, 31 May 1988, unrep) Pontifical Society for Propagation of Faith v Scales (1962) 107 CLR 9; [1962] HCA 19 Steinmetz v Shannon (2019) 99 NSWLR 687; [2019] NSWCA 114 Tobin v Ezekiel (2012) 83 NSWLR 757; [2012] NSWCA 285 Category: Principal judgment Parties: John Paul Finlay (Plaintiff)

Moshe Pereg (First Defendant) Edna Navon (Second Defendant) Guy Sarusi (Third Defendant) Lior Sarusi (Fourth Defendant) Vered Sarusi (Fifth Defendant) Yaron Sarusi (Sixth Defendant) Gilad Sarusi (Seventh Defendant) Representation: Counsel: