Laidlaw & Anor v Kellie; Laidlaw (bht NSW Trustee & Guardian) v Rusiti & Ors [2011] NSWSC 740

Supreme Court New South Wales

Medium Neutral Citation: Laidlaw & Anor v Kellie; Laidlaw (bht NSW Trustee & Guardian) v Rusiti & Ors [2011] NSWSC 740 Hearing dates: 27 June 2011 Decision date: 22 July 2011 Jurisdiction: Equity Division Before: Hallen AsJ Decision: Leave is granted to the Plaintiff, Eliza Laidlaw, to discontinue her proceedings, with no order as to costs. Having found that each remaining Plaintiff is an eligible person, and in respect of each grandchild, that there are factors warranting the making of the application, and that the provision made for him in the Will of the deceased is inadequate, order that the Plaintiff, Robert, receive a lump sum of $450,000; the Plaintiff, Stephen, receive a lump sum of $275,000; and the Plaintiff, Andrew, receive a lump sum of $275,000, out of the estate of the deceased. If the parties are unable to reach agreement on the manner in which each of the lump sums is to be paid and the time by which it is to be paid, further short submissions on the manner, and time, for payment may be made. Interest is to be paid on any lump sum not so paid, such interest to be calculated during the period and at the rate upon which the parties agree, failing such agreement to be determined after further short submissions. The Exhibits should be dealt with in accordance with the Uniform Civil Procedure Rules. Direct the parties to bring in short minutes that reflect these reasons and any agreement that they are able to reach regarding the manner, and time, of payment, and the period and rate of interest after which final orders may be made. The proceedings are adjourned to a date to be fixed. Catchwords: Two different proceedings, originally four claims for a family provision order under Chapter 3 of the NSW Succession Act 2006 - First application made by a son of deceased, and also by two children of the Plaintiff - Second Plaintiff sought leave to discontinue her proceedings - Leave to discontinue granted - Second application made by another child of the Plaintiff - Defendant in each proceedings is one of three executors named in the will, and a daughter, of the deceased - Proceedings continue with 3 other Plaintiffs Legislation Cited: Family Provision Act 1982 NSW Succession Act 2006 Succession Amendment (Family Provision) Act 2008 Cases Cited: Anasson v Phillips (NSWSC, 4 March, 1988, unreported) Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Brown v Faggoter (NSWCA, 13 November 1998, unreported) Buckland v Trustees Executors and Agency Co. Limited (1966) 40 ALJR 164 Buckland deceased, Re [1966] VR 404 Caska v Caska [1999] NSWSC 289 Churton v Christian (1988) 13 NSWLR 241 Collins v McGain [2003] NSWCA 190 Cooper v Dungan (1976) 50 ALJR 539 Court v Hunt (NSWSC, 14 September 1987, unreported) Crisp v Burns Philp Trustee Company Ltd (NSWSC, 18 December 1979, unreported) Davis v Public Trustee; Kelleners v PublicTrustee [2007] NSWSC 731 Devereaux-Warnes v Hall [No 3] [2007] WASCA 235; (2007) 35 WAR 127 Diver v Neal [2008] NSWSC 304 Diver v Neal [2009] NSWCA 54 Evans v Levy [2011] NSWCA 125 Foley v Ellis [2008] NSWCA 288 Ford v Simes [2009] NSWCA 351 Fulop Deceased, Re (1987) 8 NSWLR 679 Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Hampson v Hampson [2010] NSWCA 359 Hawkins v Prestage (1989) 1 WAR 37 Hunter v Hunter (1987) 8 NSWLR 573 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Lathwell (Dec'd) v Lathwell [2008] WASCA 256 Lumb v McMillan [2007] NSWSC 386 McCosker v McCosker (1957) 97 CLR 566 MacEwan Shaw v Shaw (2003) 11 VR 95 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Mayfield v Lloyd-Williams [2004] NSWSC 419 Milillo v Konnecke [2009] NSWCA 109 Palmer v Dolman; Dolman v Palmer [2005] NSWCA 361 Pearson v Jones [2000] NSWSC 799 Penfold v Perpetual Trustee [2002] NSWSC 648 Petrohilos v Hunter (1991) 25 NSWLR 343 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1961) 107 CLR 9 Porthouse v Bridge [2007] NSWSC 686 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Samsley v Barnes [1990] NSWCA 161; (1991) DFC 95-100 Simons v Permanent Trustee Co Ltd [2005] NSWSC 223 Singer v Berghouse (No 2) [1994] HCA 40; (1994) 181 CLR 201 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Strano v Jovsevski [2008] NSWSC 380 Taylor v Farrugia [2009] NSWSC 801 Tsivinsky v Tsivinsky (NSWCA, 5 December 1991, unreported) Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, 17 May 1996, unreported) Texts Cited: Mason and Handler's Succession Law and Practice New South Wales Category: Principal judgment Parties: Robert Laidlaw (first Plaintiff in proceedings 2010/238260) Eliza Laidlaw (second Plaintiff) Andrew Laidlaw (third Plaintiff in proceedings 2010/238260) Sandra Kellie (Defendant in proceedings 2010/238260) Stephen Scott Laidlaw (bht NSW Trustee & Guardian) (Plaintiff in proceedings 2010/244377) Shah William Rusiti (first Defendant in proceedings 2010/244377) Sandra Helen Kellie (second Defendant in proceedings 2010/244377) Richard John Neal (third Defendant in proceedings 2010/244377) Representation: Mr C Simpson SC (Plaintiffs in proceedings 2010/238260) Mr R Wilson (Plaintiff in proceedings 2010/244377) Mr A Hill & Ms M Pringle (Defendant in both proceedings) Butlers Will Dispute Lawyers (Plaintiffs in proceedings 2010/238260) Gordon A Salier (Defendant in proceedings 2010/238260) Lee & Lyons (Plaintiff in proceedings 2010/244377) File Number(s): 2010/238260; 2010/244377