Estate of Kallidis; Kallidis v Kallidis [2012] NSWSC 1485

Supreme Court New South Wales

Medium Neutral Citation: Estate of Kallidis; Kallidis v Kallidis [2012] NSWSC 1485 Hearing dates: 28 September; 2 & 3 October 2012; 23 November 2012 Decision date: 05 December 2012 Jurisdiction: Equity Division Before: Hallen J Decision: 1. Direct the parties to bring in short minutes. 2. Stand the matter over to a convenient date to the parties and to the Court. Catchwords: PROBATE and FAMILY PROVISION - Three different proceedings - One for letters of administration with foreign will annexed -Parties agree on orders to be made - Further amendment of amended Summons to include construction of the foreign Will - Second claim by the daughter and grandchild of each parent and grandparent respectively for a family provision order under Family Provision Act 1983 and Succession Act 2006 respectively - The proceedings commenced out of time - The brother and applicant for administration of father and grandfather's foreign Will joined to represent the estate - Opposes the claim for family provision order in each case - Whether factors warranting the making of the grandchild's application in each case - Whether the provision made for each is adequate - If not, whether family provision order should be made - Third proceedings to revoke Probate of mother's will made to daughter - Unnecessary to decide because of agreement of the parties - Costs the only issue in third proceedings. Legislation Cited: Civil Liability Act 2002 Family Provision Act 1982 Interpretation Act 1987 (NSW) Property (Relationships) Act 1984 Succession Act 2006 Succession Amendment (Family Provision) Act 2008 Supreme Court Rules Uniform Civil Procedure Rules 2005 Wills Probate & Administration Act 1898 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice, in re, Allardice v Allardice (1910) 29 NZLR 959 Amaca Pty Ltd v Novek [2009] NSWCA 50 Andrew v Andrew [2012] NSWCA 308 Barlevy v Nadolski [2011] NSWSC 129 Bartlett v Coomber [2008] NSWCA 100 Bates v Messner (1967) 67 SR (NSW) 187 Battersby v McIvor [2012] NSWSC 1137 Blore v Lang [1960] HCA 73; (1960) 104 CLR 124 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Broad, Re, Smith v Draeger [1901] 2 Ch 86 Brown v Faggoter [1998] NSWCA 44 Buckland Deceased, Re [1966] VR 404 Butcher v Craig [2009] WASC 164 Cairns v Cairns [2006] NSWSC 364 Cetojevic v Cetojevic [2006] NSWSC 431 Charles v Charles (NSWSC, 15 March 1988, unreported) Christie v Manera [2006] WASC 287 Churton v Christian (1988) 13 NSWLR 241 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 Evans v Levy [2011] NSWCA 125 Fell v Fell [1922] HCA 55; (1922) 31 CLR 268 Flathaug v Weaver [2003] NZFLR 730 Fry v Lukas; Brown v Fry; Estate of Honey; Application of Fry [2011] NSWSC 1329 Foley v Ellis [2008] NSWCA 288 Fulop Dec'd, Re (1987) 8 NSWLR 679 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Glynne v NSW Trustee and Guardian; Lindsay v NSW Trustee and Guardian [2011] NSWSC 535 Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Grace v Grace [2012] NSWSC 976 Hakim, Re Estate of; Simons v Permanent Trustee Co Ltd [2005] NSWSC 223 Harrison, In re (1885) 30 Ch D 390 Hawkins v Prestage (1989) 1 WAR 37 Hill v Plummer; In The Estate of Masters (1994) 33 NSWLR 446 Hughes v National Trustees Executors and Agency Co. of Australasia Ltd (1979) 143 CLR 134 Hyland v Burbidge [2000] NSWSC 12 Kalamunda Meat Wholesalers Pty Ltd v Reg Russell & Sons Pty Ltd (1994) 51 FCR 446 Kalmar v Kalmar [2006] NSWSC 437 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 Leue v Reynolds [1986] 4 NSWLR 590 Lumsden v Sumner [2012] NSWSC 1440 MacGregor v MacGregor [2003] WASC 169 (28 August 2003) McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 McKenzie v Baddeley [1991] NSWCA 197 Madden-Smith v Madden [2012] NSWSC 146 Malone v Runge [2012] NSWSC 1032 Marks v Marks [2003] WASCA 297 Mavrideros v Mack [1998] NSWCA 286; (1998) 45 NSWLR 80 Mayfield v Lloyd-Williams [2004] NSWSC 419 Moore v Randall [2012] NSWSC 184 O'Brien v Warburton [2012] WASC 82 O'Dea v O'Dea [2005] NSWSC 46 Palaganio v Mankarios [2011] NSWSC 61 Pearson v Jones [2000] NSWSC 799 Penfold v Perpetual Trustee [2002] NSWSC 648 Petrohilos v Hunter (1991) 25 NSWLR 343 Polistena v Mitton; Agnew v Mitton [2011] NSWSC 931 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 Sayer v Sayer [1999] NSWCA 340 Scarlett v Scarlett [2012] VSC 515 Shaw v Lambert (NSWSC, 9 October 1987, unreported) Shaw v Shaw [2003] VSC 318; (2003) 11 VR 95 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Skinner v Frappell [2008] NSWCA 296 Smilek v Public Trustee [2008] NSWCA 190 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 Thomas v Pickering; Byrne v Pickering [2011] NSWSC 572 Thomson & Anor (as trustees of the trusts established pursuant to the will of Shine (deceased)) [2010] QSC 167 Tramantana v Harborne; Clarke v Harborne; Midson v Harborne [2011] NSWSC 1129 Tsivinsky v Tsivinsky [1991] NSWCA 269 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, 17 May 1996, unreported) Wilcox v Wilcox [2012] NSWSC 1138 Yazbek v Yazbek [2012] NSWSC 594 Category: Principal judgment Parties: Thomas Kallidis Maria Tsiougos Asimina Kallidis Michael Kallidis (by his next friend Asimina Kallidis) Representation: Counsel: Mr A Hill (Plaintiffs in 2010/141165 & 2010/398463 & Defendants in 2011/186870) Mr R Wilson (Plaintiff in 2011/186870 & Defendant in 2010/141165 & 2010/398463) Solicitors: Villari Lawyers (Plaintiffs in 2010/141165 & 2010/398463 & Defendants in 2011/186870) Teece Hodgson & Ward (Plaintiff in 2011/186870 & Defendant in 2010/141165 & 2010/398463) File Number(s): 2010/141165; 2010/398463; 2011/186870