Jurak v Latham [2023] NSWSC 1318

Supreme Court New South Wales

Medium Neutral Citation: Jurak v Latham [2023] NSWSC 1318 Hearing dates: 25, 30 October 2023 Date of orders: 3 November 2023 Decision date: 03 November 2023 Jurisdiction: Equity - Succession & Probate List - Family Provision Before: Meek J Decision: Order for provision made Catchwords: SUCCESSION — Family provision — Parties and affected persons — Consent orders — The parties asked the Court to make consent orders in a family provision claim by a child of the deceased in circumstances in which the Court, 10 weeks prior to the commencement of these proceedings, made, by consent, final orders in another family provision claim on the deceased's estate, which orders expressly disregarded the interests of the current claimant on the basis of information then provided to the Court SUCCESSION — Family provision — Obligations of practitioners — Obligations are underpinned by the purposes of nature of the jurisdiction and procedural requirements SUCCESSION — Family provision — Practice and Procedure — Discussion of nature and purpose of substantive law and procedural rules which underlie the exercise of the Court's jurisdiction SUCCESSION — Family provision — Parties and affected persons — Forms — Identification of the proper form of Notices of Claim and requirements in relation to service of Notices of Claim — Distinction between a Notice of Eligible Persons and a Notice of Claim — Particular discussion of practical considerations including evidentiary material bearing upon identification and notification of persons to be served SUCCESSION — Family provision — Consent orders — Identification of the different types of consent orders in family provision proceedings and discussion of requirements for approval which bear upon those different types of consent orders and identification of considerations for practitioners in presenting applications for approval Legislation Cited: Civil Procedure Act 2005 (NSW) Family Provision Act 1982 (NSW) Interpretation Act 1987 (NSW) Succession Act 2006 (NSW) Supreme Court Act 1970 (NSW) Supreme Court Rules 1970 (NSW) Trustee Act 1925 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Aafjes v Kearney (1976) 180 CLR 199; [1979] HCA 5 Ainsworth v Redd (1990) 19 NSWLR 78 Application of Doolan [2023] NSWSC 320 Application of Ferdinando Scali [2010] NSWSC 1254 Ball v Newey (1988) 13 NSWLR 489 Ballam v Ferro [2022] NSWSC 1200 Barns v Barns (2003) 214 CLR 169; [2003] HCA 9 Bartlett v Coomber [2008] NSWCA 100 Brownlie v Murray [2018] NSWCA 4 Chisak v Presot [2022] NSWCA 100 Daley v Donaldson [2022] NSWCA 96 Dalton v Ellis; Estate of Bristow (2005) 65 NSWLR 134; [2005] NSWSC 1252 Dunne v Dunne [2013] NSWSC 1911; (2013) 12 ASTLR 299 Estate Pascale [2016] NSWSC 443 Gardiner v Gardiner [2014] NSWSC 435 Groser v Equity Trustees Ltd (2008) 19 VR 598; [2008] VSC 163 Hadley v McNamara, Re The Estate of McNamara (Supreme Court (NSW), Young CJ in Eq, 7 December 1995, unrep) Hamilton-Smith v Markby (Supreme Court (NSW), Young J, 24 May 1995, unrep) Hart v Van Son [2014] NSWSC 585 Harvey v Phillips (1956) 95 CLR 235; [1956] HCA 27 Hoolahan v Scali [2010] NSWSC 1349 In re Devoy; Fitzgerald v Fitzgerald [1943] St R Qd 137 Jennings v Jennings [2019] NSWSC 662 John Alexander's Clubs Pty Ltd v White City Tennis Club Ltd (2010) 241 CLR 1; [2010] HCA 19 Kalyk v Whelan (Supreme Court (NSW), Young J, 31 July 1985, unrep) Kavalee v Burbidge; Hyland v Burbidge (1998) 43 NSWLR 422 Kelly v Kelly [2019] NSWSC 994; (2019) 17 ASTLR 429 Kowal v Langlands [2008] WASC 27 Lewis v Combell Constructions Pty Ltd (1989) 18 NSWLR 528 Lieberman v Morris (1944) 69 CLR 69; [1944] HCA 13 McMahon v McMahon (Supreme Court (NSW), Young J, 2 August 1985, unrep) Mitchell v Osborne (Supreme Court (NSW), Young J, 20 May 1997, unrep) Nelson v Brennan [2002] NSWSC 979 Nobarani v Mariconte (2018) 265 CLR 236; [2018] HCA 36 Oxley v Oxley [2018] NSWSC 91 Page v Page [2017] NSWCA 141; (2017) 16 ASTLR 331 Phillips v Walsh (1990) 20 NSWLR 206 Re Rosie (No 2) [2022] NSWSC 1750 Robertson v McCann [2023] NSWSC 159 Robinson v Robinson (2020) 102 NSWLR 1; [2020] NSWCA 4 Russell v Quinton [2000] NSWSC 322 Salmon v Osmond [2015] NSWCA 42; (2015) 14 ASTLR 442 Sitki v Sitki; Sitki v Aksoy [2016] NSWSC 1396 Smith v Dayman [1994] NSWCA 286 Spata v Tumino (2018) 95 NSWLR 706; [2018] NSWCA 17 Stone v Stone [2016] NSWSC 605 Sun v Chapman [2022] NSWCA 132 Szlazko v Travini [2004] NSWSC 610 Tobin v Ezekiel (2012) 83 NSWLR 757; [2012] NSWCA 285 Underwood v Gaudron [2015] NSWCA 269; (2015) 324 ALR 641 Vasiljev v Public Trustee [1974] 2 NSWLR 497 Victoria v Sutton (1998) 195 CLR 291; [1998] HCA 56 Warren v McKnight (1996) 40 NSWLR 390 Yee v Yee [2017] NSWCA 305 Texts Cited: Dal Pont, GE, Law of Succession (3rd ed, 2021, LexisNexis) Englefield, Leonie, Australian Family Provision Law (2011, Lawbook Co) Lindsay J, "Parties, Property and Notice of Proceedings in Succession Law Cases" (Paper), College of Law Seminar, 20 February 2019 Practice Note SC EQ 07 – Succession & Probate Lists Category: Principal judgment Parties: Douglas Louro Jurak (Plaintiff) Luci Latham (Defendant) Representation: Counsel: M Morgan (Plaintiff) K Boettcher (Defendant)