Walsh v Walsh [2013] NSWSC 1065

Supreme Court New South Wales

Medium Neutral Citation: Walsh v Walsh [2013] NSWSC 1065 Hearing dates: 29 and 30 July 2013 Decision date: 12 August 2013 Jurisdiction: Equity Division Before: Hallen J Decision: (i) Having found that the Plaintiff, John William Walsh, is an eligible person, that the proceedings were commenced within time, and that the provision made for him in the Will of the deceased is inadequate for his proper maintenance or advancement in life, he should receive, in lieu of that provision, a lump sum calculated as 37 per cent of the net proceeds of sale of the Darlington home, such amount to be calculated after the payment of such costs of the proceedings as are ordered to be paid out of the estate of the deceased. (ii) The provision made for the Plaintiff should be borne by the residuary estate. (iii) No interest is to be paid on the lump sum, if it is paid within 14 days of the completion of the sale of the Darlington home; otherwise, interest calculated at the rate prescribed by s 84A(3) of the 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) Unless either party wishes to argue the question of costs, the Plaintiff's costs, calculated on the ordinary basis, and the Defendants' costs calculated on the indemnity basis, shall be paid out of the estate of the deceased. (v) The Exhibits should be dealt with in accordance with the Uniform Civil Procedure Rules 2005. (vi) Consideration be reserved in respect of making consequential and ancillary orders for the purpose of giving effect to the family provision order. Catchwords: SUCCESSION - FAMILY PROVISION - The Plaintiff, a son of the deceased, applies for a family provision order under Chapter 3 of the Succession Act 2006 - The Defendants are also children of the deceased and siblings of the Plaintiff - Deceased left Will allowing Plaintiff to reside in only substantial asset for 12 months and then divided estate between her four children - Whether adequate and proper provision not made in Will of the deceased for the Plaintiff and if so the nature and quantum of the provision to be made Legislation Cited: Administration and Probate Act 1958 (Vic) Civil Procedure Rules 2005 Family Provision Act 1982 Probate and Administration Act 1898 Property (Relationships) Act 1984 Succession Amendment (Family Provision) Act 2008 Succession Act 2006 Uniform Civil Procedure Rules 2005 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice v Allardice, In re Allardice, (1910) 29 NZLR 959 Allen (Dec'd), In re; Allen v Manchester [1922] NZLR 218 Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Austin a Bankrupt, Re [1982] 2 NZLR 524 Bartlett v Coomber [2008] NSWCA 100 Belfield v Belfield [2012] NSWSC 416 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 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 de Angelis v de Angelis [2003] VSC 432 Devereaux-Warnes v Hall (No 3) [2007] WASCA 235; (2007) 35 WAR 127 Diver v Neal [2009] NSWCA 54 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWSC 288 Franks v Franks [2013] NSWCA 60 Fung v Ye [2007] NSWCA 115 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) Goodman v Windeyer (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Harrisson v Skinner [2013] NSWSC 736 Hawkins v Prestage (1989) 1 WAR 37 Hughes v National Trustees Executors and Agency Co. of Australasia Ltd [1979] HCA 2; (1979) 143 CLR 134 Hyland v Burbidge [2000] NSWSC 12 Kay v Archbold [2008] NSWSC 254 Keep v Bourke [2012] NSWCA 64 Kembrey v Cuskelly [2008] NSWSC 262 Kleinig v Neal (No. 2) [1981] 2 NSWLR 532 Lloyd-Williams v Mayfield [2005] NSWCA 189 MacGregor v MacGregor [2003] WASC 169 Marks v Marks [2003] WASCA 297 Mayfield v Lloyd-Williams [2004] NSWSC 419 McCosker v McCosker [1957] HCA 82; (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Neale v Neale [2013] NSWSC 983 Oldereid v Chan [2013] NSWSC 434 Palaganio v Mankarios [2011] NSWSC 61 Peters v Salmon [2013] NSWSC 953 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 Samsley v Barnes [1990] NSWCA 161; (1991) DFC 95-100 Schmidt v Watkins [2002] VSC 273 Shearer v The Public Trustee (NSWSC, 23 March, 1998, unreported) Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (NSWSC, 16 December 1996, unreported) Stott v Cook (1960) 33 ALJR 447 Szypica v O'Beirne [2013] NSWSC 297 Taylor v Farrugia [2009] NSWSC 801 Tobin v Ezekiel [2012] NSWCA 285 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (NSWSC, 17 May 1996, unreported) White and Tulloch v White (1995) 19 Fam LR 696 Texts Cited: J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (LexisNexis Butterworths, 7th ed, 2006) Government Gazette No. 38 of 20 February 2009, page 1036 Category: Principal judgment Parties: John William Walsh (Plaintiff) Allan James Walsh (first Defendant) Joan Catherine Bonning (second Defendant) Representation: Counsel: Mr G McVay (Plaintiff) Mr J H Stephenson (Defendants) Solicitors: Mills Oakley Lawyers (Plaintiff) P J Wood & Associates (Defendants) File Number(s): 2012/193223