Battersby v McIvor [2012] NSWSC 1137

Supreme Court New South Wales

Medium Neutral Citation: Battersby v McIvor [2012] NSWSC 1137 Hearing dates: 10 September 2012 Decision date: 24 September 2012 Jurisdiction: Equity Division Before: Hallen AsJ Decision: (i) Having found that the Plaintiff, Jeanette Ruby Battersby is 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 she receive, in lieu of that provision, a lump sum of $75,000 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 the lump sum if it is paid within 45 days of the making of 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. (iv) Order that the costs of the Plaintiff, calculated on the ordinary basis, and the costs of the Defendant, calculated on the indemnity basis, be paid out of the estate of the deceased. (v) Order that the Exhibits should be dealt with in accordance with the Uniform Civil Procedure Rules 2005. Catchwords: SUCCESSION - The Plaintiff makes a claim for a family provision order - Plaintiff a child of the deceased - Defendant also one of the children of the deceased and the executrix appointed in the Will of the deceased, to whom Probate was granted - Two other Plaintiffs, also children of the deceased brought proceedings that were settled - Whether family provision order should be made for remaining Plaintiff and if so nature of the order Legislation Cited: Civil Procedure Act 2005 Family Provision Act 1982 Probate and Administration Act 1898 Property (Relationships) Act 1984 Succession Act 2006 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 (1910) 29 NZLR 959 Bartlett v Coomber [2008] NSWCA 100 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 at 411 Bull, Re; Bentley v Brennan [2006] VSC 113 Butcher v Craig [2009] WASC 164 Cha v Oh (No 21) [2009] NSWDC 130 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 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Gray v Gray [2004] NSWCA 408 Hamod v State of New South Wales [2011] NSWCA 375 Hawkins v Prestage (1989) 1 WAR 37 HSH Hotels v Multiplex [2004] NSWCA 302 Hughes v National Trustees Executors and Agency Co. of Australasia Ltd (1979) 143 CLR 134 Hyland v Burbidge [2000] NSWSC 12 Kay v Archbold [2008] NSWSC 254 Kembrey v Cuskelly [2008] NSWSC 262 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 MacGregor v MacGregor [2003] WASC 169 Malone v Runge [2012] NSWSC 1032 Marks v Marks [2003] WASCA 297 Mayfield v Lloyd-Williams [2004] NSWSC 419 Nuclear Utility Technology and Environmental Corporation Inc v Australian Broadcasting Corporation (NSWSC, McCallum J, 28 April 2008, unreported) Plenty v Gladwin [1986] HCA 55; (1986) 67 ALR 26 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9 Puckridge, In the Estate of, Deceased (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 Super 1000 Pty Ltd v Pacific General Securities Ltd [2007] NSWSC 171 Taupau v HVAC Constructions (Queensland) Pty Limited [2012] NSWCA 293 Taylor v Farrugia [2009] NSWSC 801 Van der Velde v Halloran [2011] WASCA 252 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, Young J, 17 May 1996, unreported) Category: Principal judgment Parties: Jeanette Ruby Battersby (Plaintiff) Emily McIvor (Defendant) Representation: Mr M Vincent (Plaintiff) (on adjournment application) Mr G M McGrath (Defendant) Mr P Blackburn-Hart (Plaintiffs in Proceedings 2011/265063) Jeanette Ruby Battersby (in person) Staunton & Thompson (Defendant) File Number(s): 2011/21502