Goldberg v Landerer; Kennedy v Landerer [2010] NSWSC 1431

New South Wales Supreme Court

CITATION : Goldberg v Landerer; Kennedy v Landerer [2010] NSWSC 1431

HEARING DATE(S) : 11-14 October 2010

JUDGMENT DATE : 10 December 2010

JURISDICTION : Equity Division

JUDGMENT OF : Rein J

In proceedings 2008/281185, plaintiff to receive a provision of $850,000 in lieu of the provision of $50,000. DECISION : In proceedings 2008/281750, plaintiff to receive a life estate in a one-bedroom unit not exceeding $400,000 in value. Matter stood over for orders to be prepared based upon the conclusions contained in the reasons for judgment.

CATCHWORDS : SUCCESSION - family provision and maintenance - failure by testator to make sufficient provision for applicants - principles upon which relief granted - application by children - where testator's adult daughter and son each received bequests of $50,000 from an estate worth approximately $5 million and sole residuary beneficiary (testator's wife) has significant other assets

LEGISLATION CITED : Family Provision Act 1982 (NSW) Succession Act 2006 (NSW)

CATEGORY : Principal judgment

Alexander v Jansson [2010] NSWCA 176 Dolman v Palmer [2005] NSWCA 361 Foley v Ellis [2008] NSWCA 288 Ford v Simes [2009] NSWCA 351 Nicholls v Hall [2007] NSWCA 356 CASES CITED : Re Fulop (1987) 8 NSWLR 679 Singer v Berghouse (No. 2) (1994) 181 CLR 201 Stewart v McDougall (unreported, Supreme Court of New South Wales, Young J, 19 November 1987) Taylor v Farrugia [2009] NSWSC 801 Tchadovitch v Tchadovitch [2010] NSWCA 316 Vigolo v Bostin (2005) 221 CLR 191 Walker v Walker [1996] NSWSC 188