Marando v Rizzo [2012] NSWSC 739

Supreme Court New South Wales

Medium Neutral Citation: Marando v Rizzo [2012] NSWSC 739 Hearing dates: 18, 19 June 2012 Decision date: 05 July 2012 Jurisdiction: Equity Division Before: Hallen AsJ Decision: (i)Having found that the Plaintiff is an eligible person, and being satisfied that there are factors warranting the making of her application and that the provision made for her in the Will of the deceased is inadequate for her proper maintenance or advancement in life, order that she receive out of the estate of the deceased, a lump sum of $50,000. (ii)Order that no interest is to be paid on the lump sum if that lump sum is paid within 28 days of the making of these orders, or within such other time as the parties agree or the court otherwise orders; otherwise, interest calculated at the rate prescribed by s 84A(3) Probate and Administration Act 1898, on unpaid legacies, is to be paid from that date until the date of payment. (iii)Order that the costs of the parties shall be determined after further submissions unless agreement is reached between them. (iv)Further consideration with respect to orders for the purpose of giving effect to the family provision order made in favour of the Plaintiff be reserved. (v)Stand the matter over to a convenient date to the parties to further consider orders for the purpose of giving effect to the family provision order made in favour of the Plaintiff and for any argument as to costs. (vi)The Exhibits should be dealt with in accordance with the Uniform Civil Procedure Rules 2005 following the determination of the matters referred to in order (v) above. Catchwords: SUCCESSION - Plaintiff makes a claim for a family provision order - Defendant the de jure wife of the deceased and the executrix appointed in the Will of the deceased, to whom Probate was granted - Dispute whether the Plaintiff an eligible person and whether factors warranting the making of the application - Whether family provision order should be made and if so nature of the order Legislation Cited: Civil Liability Act 2002 Family Provision Act 1982 Interpretation Act 1987 Succession Act 2006 Probate and Administration Act 1898 Property (Relationships) Act 1984 Succession Amendment (Family Provision) Act 2008 Uniform Civil Procedure Rules 2005 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice, In re, Allardice v Allardice (1909) 29 NZLR 959 Amaca Pty Ltd v Novek [2009] NSWCA 50 Ball v Newey (1988) 13 NSWLR 489 Bar-Mordecai v Hillston [2004] NSWCA 65 Bartlett v Coomber [2008] NSWCA 100 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Brown v Faggoter [1998] NSWCA 44 Churton v Christian (1988) 13 NSWLR 241 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 Dion v Rieser [2010] NSWSC 50 Diver v Neal [2009] NSWCA 54; (2009) 2ASTLR 89 Dow v Hoskins [2003] VSC 206 Evans v Levy [2011] NSWCA 125 Foley v Ellis [2008] NSWCA 288 Fulop Deceased, Re (1987) 8 NSWLR 679 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Geoghegan v Szelid [2011] NSWSC 1440 Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Hampson v Hampson [2010] NSWCA 359 Ingamells v Western Australia Trustees Ltd (Full Court of the Supreme Court of WA, 5 March 1993, unreported) Kay v Archbold [2008] NSWSC 254 Kembrey v Cuskelly [2008] NSWSC 262 Lynum v Director General of Social Security (1983) 52 ALR 128 McCosker v McCosker (1957) 97 CLR 566 McKenzie v Baddeley [1991] NSWCA 197 Mayfield v Lloyd-Williams [2004] NSWSC 419 Palaganio v Mankarios [2011] NSWSC 61 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; (1962) 107 CLR 9 Porthouse v Bridge [2007] NSWSC 686 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Robson v Quijarro [2009] NSWCA 365 Scragg v Scott [2006] NZFLR 1076 Simone Starr-Diamond v Talus Diamond [2012] NSWSC 675 Singer v Berghouse (No 2) [1994] HCA 40; (1994) 181 CLR 201 Skinner v Frappell [2008] NSWCA 296 Smyth v Pappas [2011] FamCA 434 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (NSWSC, 16 December 1996, unreported) Stott v Cook (1960) 33 ALJR 447 Thornton v Perpetual Trustees (W.A.) Ltd (1983) WAR 266 Tsivinsky v Tsivinsky [1991] NSWCA 269 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, Young J, 17 May 1996, unreported) Whisprun Pty Ltd v Dixon (2003) 200 ALR 447; [2003] HCA 48 Ye v Fung [2006] NSWSC 243 Texts Cited: Macquarie Dictionary The Second Reading Speech (Legislative Assembly, (Hansard) 26 May 1999, p 535) "Truth and the Law", the 2011 Sir Maurice Byers Lecture, 26 May 2011, J Spigelman CJ Category: Principal judgment Parties: Angela Marando (Plaintiff) Elizabeth Rizzo (Defendant) Representation: Counsel: Mr I M Khan (Plaintiff) Mr R Lovas (Defendant) Solicitors: Gerard Malouf & Partners (Plaintiff) Philip J King Solicitor (Defendant) File Number(s): 2011/392666