Simons v Permanent Trustee Co Ltd: Estate D. Hakim [2005] NSWSC 223

New South Wales Supreme Court

CITATION : Simons v Permanent Trustee Co Ltd: Estate D. Hakim [2005] NSWSC 223

HEARING DATE(S) : 15 and 16 March, 2005

JUDGMENT DATE : 18 March 2005

JURISDICTION : Equity Division

JUDGMENT OF : Palmer J

DECISION : Further provision out of the estate ordered for the daughter; claims of grandchildren dismissed.

CATCHWORDS : FAMILY PROVISION ACT - EXTENSION OF TIME - Whether sufficient cause for delay shown. - ELIGIBLE PERSON - Whether grandchildren wholly or partially dependent upon testator - what is "dependence" - whether emotional, not financial, dependence is sufficient for purposes of s.6(1)(d). - ADEQUATE PROVISION - Large estate - claim by daughter - all other beneficiaries well provided for - whether adequate provision made for daughter - extent of daughter's needs.

Family Provision Act 1982 (NSW) - s.6, s.7, s.16 LEGISLATION CITED : Wills Probate and Administration 1898 (NSW) - s.93

- Anasson v Phillips (unrep) NSWSC 4 March 1988 - Fulop, Re (1987) 8 NSWLR 679 - Leahey & Trescowthick [1999] VSC 409 - MacEwan Shaw v Shaw [2003] VSC 318 - O'Dea v O'Dea [2005] NSWSC 46 CASES CITED : - Pearson v Jones [2000] NSWSC 799 - Petrohilos v Hunter (1991) 25 NSWLR 343 - Sayer v Sayer [1999] NSWCA 340 - Tsivinsky v Tsivinsky (unrep) NSWCA, 5 December 1991 - Warren v McKnight (1996) 40 NSWLR 390

Mariane Hakim Simons - First-named Plaintiff David Joshua Edgeworth Simons - Second-named Plaintiff - Ceased to be a party: 13.12.04 James Lloyd Simons - Third-named Plaintiff Mijanou Celina Ariane Zigane - Fourth-named Plaintiff PARTIES : Giselle Marise Phillipa Simons - Fifth-named Plaintiff Permanent Trustee Company Limited - First-named Defendant Claude Hakim - Second-named Defendant Muriel Betty Ginges - Third-named Defendant