Whimp v Scaglia [2024] NSWSC 432

Supreme Court New South Wales

Medium Neutral Citation: Whimp v Scaglia [2024] NSWSC 432 Hearing dates: 22 March 2024 Date of orders: 23 April 2024 Decision date: 23 April 2024 Jurisdiction: Equity - Succession & Probate List - Probate Before: Richmond J Decision: See [64] and [66] Catchwords: SUCCESSION — construction — gifts to class SUCCESSION — construction — legacies and devises SUCCESSION — construction — general principles — meaning of phrase 'survive me' Legislation Cited: Succession Act 2006 (NSW) Income Tax Assessment Act 1936 (Cth) Cases Cited: ANZ Executors and Trustee Company Ltd v Hicks [2000] VSC 288 Brennan v Permanent Trustee Co of New South Wales (1945) 73 CLR 404; [1945] HCA 17 De Lorenzo v De Lorenzo (2020) 104 NSWLR 155; [2020] NSWCA 351 Estate of Kallidis; Kallidis v Kallidis [2012] NSWSC 1485 Fairbairn v Varvaressos (2010) 78 NSWLR 577; [2010] NSWCA 234 Farrelly v Phillips (2017) 128 SASR 502; [2017] SASCFC 111 Federal Commissioner of Taxation v Bamford (2010) 240 CLR 481; [2010] HCA 10 Fell v Fell [1922] HCA 55; (1922) 31 CLR 268 Gilmour v Macphillamy [1930] AC 712 Harmer v Federal Commissioner of Taxation (1991) 173 CLR 264; [1991] HCA 51 Hayes v National Heart Foundation of Australia [1976] 1 NSWLR 29 Hayes v National Heart Foundation of Australia [1976] 1 NSWLR 29 Hutchinson v National Refuges for Homeless and Destitute Children [1920] AC 794 Knight v Knight (1912) 14 CLR 86; [1912] HCA 36 McGrath v Hughes (unreported) NSW Supreme Court, Bryson J, 24 July 1991 Napper v Miller [2003] NSWSC 376 Parry v Haisma [2012] NSWSC 290 Perrin v Morgan [1943] AC 399 Re Butler [1980] Qd R 601 Re Cuming; Nicholls v Public Trustee (1945) 72 CLR 86; [1945] HCA 32 Re Harrison (1885) 30 Ch D 390 Re James' Will Trust [1962] Ch 226 Re Johnson [1939] 2 All ER 458 Re Lapalme; Daley v Leeton (2019) 60 VR 71; [2019] VSC 534 Trustee for the Estate of the late AW Furse No 5 Will Trust v Federal Commissioner of Taxation (1990) 21 ATR 1123 Texts Cited: GE Dal Point, Law of Succession (3rd Ed, Lexis Nexis, 2021) P Herzfeld and T Prince, Interpretation (2nd Ed, Thomson Reuters, 2020) Category: Principal judgment Parties: Gregory Joseph Whimp (Plaintiff) Charlise Isabella Roberts Scaglia by her tutor Elissa Clare Roberts (First defendant) Ava Isabella Roberts Scaglia by her tutor Elissa Clare Roberts (Second defendant) Jett Timothy Roberts by his tutor Grant Timothy Roberts (Third defendant) Kenzie Jane Roberts by her tutor Grant Timothy Roberts (Fourth defendant) Darcy Xavier Bennett by his tutor Greta Patrice Roberts (Fifth defendant) Evie Clare Bennett by her tutor Greta Patrice Roberts (Sixth defendant) Aiden Paul Roberts by his tutor Drew Cameron Roberts (Seventh defendant) The Garvan Institute of Medical Research (ABN 62 330 391 937) (Eighth defendant) Representation: Counsel: A G Rogers (Plaintiff) J D Cook (First to seventh defendants) L Gidley (solicitor) (amicus curiae for the interests of unborn children)