Dugac v Dugac [2012] NSWSC 192

Supreme Court New South Wales

Medium Neutral Citation: Dugac v Dugac [2012] NSWSC 192 Hearing dates: 16 February 2012; 17 February 2012 Decision date: 08 March 2012 Before: Hallen AsJ Decision: (a) The Plaintiff's Summons is dismissed. (b) The Defendant's costs, calculated on the indemnity basis, be paid out of the estate of the deceased. (c) Make no order as to the Plaintiff's costs, to the intent that she will pay her own costs of the proceedings. (d) Order that the Court Book, the exhibits and subpoenaed material may be returned forthwith; any exhibits returned must be retained intact by the party, or person who produced the material until the expiry of the time to file an appeal, or until any appeal has been determined. Catchwords: The Plaintiff, a daughter of the deceased, seeks a family provision order out of the estate of the deceased - The Defendant, a son of the deceased, opposes claim - The estate, in events that happened, left largely to grandchildren of the deceased, the children of the Defendant - Very small estate - Plaintiff asserts that she will give all or most of the provision she receives out of the estate to her own children - Whether provision should be made for the Plaintiff and, if so, the nature of the provision to be made Legislation Cited: Family Provision Act 1982 Practice Note SC Eq 7 Property (Relationships) Act 1984 Succession Act 2006 Succession Amendment (Family Provision) Act 2008 Cases Cited: Akkerman v Ewins [1999] NSWCA 386 Alexander v Jansson [2010] NSWCA 176 Bartlett v Coomber [2008] NSWCA 100 Blore v Lang [1960] HCA 73; (1960) 104 CLR 124 Bondelmonte v Blanckensee [1989] WAR 305 Bondy v Vavros (NSWSC, 29 August 1988, unreported) Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Buckland Deceased, Re [1966] VR 404 Collins v McGain [2003] NSWCA 190 Cooper v Dungan (1976) 50 ALJR 539 Devereaux-Warnes v Hall [No 3] [2007] WASCA 235; (2007) 35 WAR 127 Diver v Neal [2009] NSWCA 54 Edgar v Public Trustee for the Northern Territory & Anor [2011] NTSC 5 Foley v Ellis [2008] NSWCA 288 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Green v Perpetual Trustee Co Limited (NSWSC, 10 July 1985, unreported) Hampson v Hampson [2010] NSWSC 359 Hastings v Hastings [2008] NSWSC 1310; [2010] NSWCA 197 Hawkins v Prestage (1989) 1 WAR 37 Howarth v Reed (NSWSC, Powell J, 15 April 1991, unreported) Hughes v National Trustees, Executors and Agency Company of Australasia Ltd (1979) 143 CLR 134 Kay v Archbold [2008] NSWSC 254 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 Mayfield v Lloyd-Williams [2004] NSWSC 419 Permanent Trustee Ltd v Fraser (1995) 36 NSWLR 24 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1961) 107 CLR 9 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Singer v Berghouse (No 2) [1994] HCA 40; (1994) 181 CLR 201 Smilek v Public Trustee [2008] NSWCA 190 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (NSWSC, 16 December, 1996, unreported) Taylor v Farrugia [2009] NSWSC 801 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Stott v Cook (1960) 33 ALJR 447 Walker v Walker (NSWSC, 17 May 1996, unreported) Category: Principal judgment Parties: Marija Dugac (Plaintiff) Marijan Dugac (Defendant) Representation: Counsel: Mr J Van Aalst (Plaintiff) Mr R Wilson (Defendant) Solicitors: Baker Love Lawyers (Plaintiff) Turnbull Hill Lawyers (Defendant) File Number(s): 2011/3634