Malone v Runge [2012] NSWSC 1032

Supreme Court New South Wales

Medium Neutral Citation: Malone v Runge [2012] NSWSC 1032 Hearing dates: 20 August 2012 Decision date: 10 September 2012 Jurisdiction: Equity Division Before: Hallen AsJ Decision: (i) Having found that the Plaintiff, Rhonda Jean Malone and the Plaintiff, Patricia Barbara Kane, is each an eligible person, 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 the Plaintiff, Rhonda Jean Malone, in lieu of the provision made for her, shall receive a lump sum of $90,000 out of the estate of the deceased and the Plaintiff, Patricia Barbara Kane, in lieu of the provision made for her, shall receive a lump sum of $150,000 out of the estate of the deceased. (ii) Order that the burden of the provision made for the Plaintiff, should be borne out of the residuary estate. (iii) Order that no interest is to be paid on each lump sum, if that lump sum is paid within 28 days of the making of these 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 of the lump sum. (iv) Order that the costs of all parties shall be determined after further submissions, unless agreement is reached between them. (v) Order that the Exhibits should be dealt with in accordance with the Uniform Civil Procedure Rules 2005 following the determination of the costs of the proceedings. Catchwords: SUCCESSION - FAMILY PROVISION - The Plaintiffs, daughters of the deceased, each applies for a family provision order under Chapter 3 of the Succession Act 2006 - The Defendant is the grandchild of the deceased, to whom Probate of the deceased's Will was granted, and the daughter of the sole residuary beneficiary - Whether adequate and proper provision not made in Will of the deceased for each Plaintiff and if so the nature and quantum of the provision to be made. Allegation of estrangement and its effect on the provision made for each Plaintiff Legislation Cited: Family Provision Act 1982 Probate and Administration Act 1898 Property (Relationships) Act 1984 Succession Amendment (Family Provision) Act 2008 Succession Act 2006 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice v Allardice, In re Allardice, (1910) 29 NZLR 959 Andrew v Andrew [2011] NSWSC 115 Auckland City Mission v Brown [2002] 2 NZLR 651 Bartlett v Coomber [2008] NSWCA 100 Bentley v Brennan, Re Bull [2006] VSC 113 Blore v Lang (1960) 104 CLR 124 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Buckland Deceased, Re [1966] VR 404 Butcher v Craig [2009] WASC 164 Cairns v Cairns [2006] NSWSC 364 Christie v Manera [2006] WASC 287 Collins v McGain [2003] NSWCA 190 Cooper v Dungan (1976) 50 ALJR 539 Crossman v Riedel [2004] ACTSC 127 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 [2011] NTSC 5 Foley v Ellis [2008] NSWCA 288 Ford v Simes [2009] NSWCA 351 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Hampson v Hampson [2010] NSWCA 359 Harris, In Re (1936) 5 SASR 497 Hawkins v Prestage (1989) 1 WAR 37 Hughes v National Trustees Executors and Agency Co. of Australasia Ltd (1979) 143 CLR 134 Hunter v Hunter (1987) 8 NSWLR 573 Hyland v Burbidge [2000] NSWSC 12 Kay v Archbold [2008] NSWSC 254 Keep v Bourke [2012] NSWCA 64 Kembrey v Cuskelly [2008] NSWSC 262 Kirby v Sims [2011] NZHC 935 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Lathwell v Lathwell [2008] WASCA 256 McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 MacGregor v MacGregor [2003] WASC 169 Marks v Marks [2003] WASCA 297 Mayfield v Lloyd-Williams [2004] NSWSC 419 Palmer v Dolman; Dolman v Palmer [2005] NSWCA 361 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Savic v Kim [2010] NSWSC 1401 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (NSWSC, 16 December 1996, unreported) Stott v Cook (1960) 33 ALJR 447 Taylor v Farrugia [2009] NSWSC 801 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, Young J, 17 May 1996, unreported) Worladge v Doddridge (1957) 97 CLR 1 Worsley v Solomon [2008] NSWSC 444 Williams v Aucutt [2000] 2 NZLR 479 Zuckerman v Public Trustee, In re Green, deceased [1951] NZLR 135 Category: Principal judgment Parties: Rhonda Jean Malone (first Plaintiff) Patricia Barbara Kane (second Plaintiff) Michelle Anne Runge (Defendant) Representation: Counsel: Mr G A Rich (Plaintiffs) Mr M Bradford; Ms A Poljak (Defendant) Solicitors: Grassi Legal Pty Limited (Plaintiffs) Michael Siderowitz & Co (Defendant) File Number(s): 2012/16677