Lowe v Lowe [2014] NSWSC 371

Supreme Court New South Wales

Medium Neutral Citation: Lowe v Lowe [2014] NSWSC 371 Hearing dates: 18 and 19 March 2014 Decision date: 02 April 2014 Jurisdiction: Equity Division Before: Hallen J Decision: Direct the parties, within 14 days, to provide Short Minutes of Order, reflecting these reasons. If an agreed document is received the orders will be made in Chambers; otherwise, stand the matter over to a date 21 days from the date of the delivery of these reasons 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 family members and trustee company - Deceased left Will - Provision for the Plaintiff in form of special disability trust - Explanation given - Estate of reasonable value but not large - 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 - Order for provision made Legislation Cited: Probate and Administration Act 1898 (NSW) Property (Relationships) Act 1984 (NSW) Social Security Act 1991 (Cth) Succession Amendment (Family Provision) Act 2008 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice v Allardice; In re Allardice (1910) 29 NZLR 959 Andrew v Andrew [2012] NSWSCA 308; (2012) 81 NSWLR 656 Aubrey v Kain [2014] NSWSC 15 Bartlett v Coomber [2008] NSWCA 100 Belfield v Belfield [2012] NSWSCA 416; (2012) 83 NSWLR 189 Bondelmonte v Blanckensee [1989] WAR 305 Bondy v Vavros (Supreme Court (NSW), Young J, 29 August 1988, unrep) Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Brown Deceased, Re [1972] VR 36 Buckland Deceased, Re [1966] VR 404 Butcher v Craig [2009] WASC 164 Christie v Manera [2006] WASC 287 Collicoat v McMillan [1999] 3 VR 803 Collins v McGain [2003] NSWCA 190 Cooper v Dungan (1976) 9 ALR 93; (1976) 50 ALJR 539 Crossman v Riedel [2004] ACTSC 127 de Angelis v de Angelis [2003] VSC 432 Delacour v Waddington [1953] HCA 64; (1953) 89 CLR 117 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 05 Ferdinando Scali, The Application of [2010] NSWSC 1254 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWSC 288 Gardiner v Gardiner (Supreme Court (NSW), Santow J, 28 May 1998, unrep) Gill v Permanent Trustee Company Ltd [1999] NSWSC 394 Goodman v Windeyer [1980] HCA 31; (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Gregory v Hudson (No 2) (Supreme Court (NSW), Young J, 18 September 1997, unrep) Grey v Harrison [1997] 2 VR 359 Hampson v Hampson [2010] NSWCA 359 Hawkins v Prestage (1989) 1 WAR 37 Howarth v Reed (Supreme Court (NSW), Powell J, 15 April 1991, unrep 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 Kelly and Kelly (No 2) (1981) 7 Fam LR 762 Kembrey v Cuskelly [2008] NSWSC 262 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Kohari v Snow [2013] NSWSC 452 Luciano v Rosenblum (1985) 2 NSWLR 65 MacGregor v MacGregor [2003] WASC 169 Magill v Magill [2006] HCA 51; (2006) 226 CLR 551 Manuel v Lane [2013] NSWCA 61 Marks v Marks [2003] WASCA 297 Marshall v Carruthers; Marshall v Marshall [2002] NSWCA 47 Mayfield v Lloyd-Williams [2004] NSWSC 419 McCosker v McCosker (1957) 97 CLR 566 McCullum v Permanent Trustee [1999] NSWSC 1219 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Mee and Ferguson [1986] FamCA 3; (1986) 84 FLR 179 Neale v Neale [2013] NSWSC 983 Novak-Niemala v Perpetual Trustee Co Ltd [2002] NSWSC 251 O'Loughlin v O'Loughlin [2003] NSWCA 99 Palaganio v Mankarios [2011] NSWSC 61 Phillips v James [2014] NSWCA 4 Pogorelic v Banovich [2007] WASC 45 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 RK v RK (Financial Resources: Trust Assets) [2011] EWHC 3910 (Fam); [2013] 1 FLR 329 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Stansfield v National Australia Trustees Ltd [2004] NSWSC 1107 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (Supreme Court (NSW), Macready M, 16 December 1996, unrep) 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; (2012) 83 NSWLR 757 Tucker v Tucker [2012] NSWSC 1302 Verzar v Verzar [2012] NSWSC 1380 Verzar v Verzar [2014] NSWCA 45 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Walker v Walker (Supreme Court (NSW), Young J, 17 May 1996, unrep) West v Mann [2013] NSWSC 1852 White and Tulloch v White (1995) 19 Fam LR 696 Young v Outtrim [2011] NSWSC 391 Texts Cited: J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (7th ed, 2006, LexisNexis Butterworths) Category: Principal judgment Parties: John Walter Lowe (Plaintiff) Peter Thomas Lowe (first Defendant) Margaret Gertrude Lowe (second Defendant) The Trust Company Limited (third Defendant) Elizabeth Christine King (fourth Defendant) Representation: Counsel: Mr R Colquhoun (Plaintiff) Mr P Walsh (Defendants) Solicitors: Doyle Wilson Solicitors (Plaintiff) Church & Grace (Defendants) File Number(s): 2013/29864