Sam Wardy v Gordon Salier & Anor; William Wardy v Gordon Salier & Anor; Hassiba Wardy v Estate of late Edmond Wadih Wardy, developer and Ch 3 of the Succession Act 2006 & Anor [2014] NSWSC 473

Supreme Court New South Wales

Medium Neutral Citation: Sam Wardy v Gordon Salier & Anor; William Wardy v Gordon Salier & Anor; Hassiba Wardy v Estate of late Edmond Wadih Wardy, developer and Ch 3 of the Succession Act 2006 & Anor [2014] NSWSC 473 Hearing dates: 11-15; 18-20 February 2013; 13 June 2013; 25 July 2013 Decision date: 30 April 2014 Jurisdiction: Equity Division - Probate List Before: White J Decision: Stand over the proceedings to a convenient date for counsel to bring in short minutes of order consistent with these reasons. Catchwords: WILLS, PROBATE AND ADMINISTRATION - will and estates - construction of will - determination of burden of debts, funeral, testamentary and administrative expenses - value of plaintiffs' entitlements under will - Probate and Administration Act 1898 (NSW) s 46C, Schedule 3 - Conveyancing Act 1919 (NSW) s 145

WILLS, PROBATE AND ADMINISTRATION - family provision claim - property in respect of which order may be made - whether assets of family trust are liable to be designated as notional estate - prescribed transactions - construction of provisions of Succession Act 2006 (NSW) - whether will made adequate provision for plaintiffs' maintenance and advancement in life - determination of burden of orders for provision - Succession Act 2006 (NSW) ss 55, 75-77, 80, 83, 87-89 - Family Provision Act 1982 (NSW) ss 21-23 - Interpretation Act 1987 (NSW) s 33 Legislation Cited: Probate and Administration Act 1898 Conveyancing Act 1919 (NSW) Succession Act 2006 Interpretation Act 1987 (NSW) Family Provision Act 1982 Cases Cited: Wardy v Wardy & Ors; Estate of Edmond Wadih Wardy [2013] NSWSC 244 Joyce v Cam [2004] NSWSC 621; (2004) 12 BPR 22, 231 Stewart v Denton (1785) 4 Doug 219; 99 ER 849 Springett v Jennings (1871) LR 6 Ch App 333 University of Western Australia v WA Trustee Executor and Agency Co Limited (1961) 105 CLR 71 Re Healey (deceased); Ebert v Healey [1968] 2 NSWR 35 Ebert v Healey [1969] 2 NSWR 68 Kavalee v Burbidge (1998) 43 NSWLR 422 The Estate of Webb; Molloy v Webb (28 August 1998, unreported) Samsley v Barnes [1990] NSWCA 161 Wentworth v Wentworth (Bryson J, 14 June 1991) Schaeffer v Schaeffer (1994) 36 NSWLR 315 Hitchcock v Pratt [2010] NSWSC 1508; (2010) 79 NSWLR 687 Commissioner of Taxation v Consolidated Media Holdings Ltd [2012] HCA 55; (2012) 293 ALR 257 Thiess v Collector of Customs [2014] HCA 12 Wentworth Securities Ltd v Jones [1980] AC 74 Inco Europe Ltd v First Choice Distribution (a firm) [2000] 1 WLR 586; [2000] 2 All ER 109 Taylor v The Owners - Strata Plan No. 11564 [2014] HCA 9 Galt v Compagnon (Einstein J, New South Wales Supreme Court, 24 February 1998) Bellfield v Bellfield [2012] NSWSC 416 Taylor v The Owners - Strata Plan No. 11564 [2013] NSWCA 55; (2013) 83 NSWLR 1 Gorton v Parks (1989) 17 NSWLR 1 Lloyd-Williams v Mayfield [2005] NSWCA 189; (2005) 63 NSWLR 1 Wilcox v Wilcox [2012] NSWSC 1138 Mayfield v Lloyd-Williams [2004] NSWSC 419 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Alexander v Jansson [2010] NSWCA 176; (2010) 6 ASTLR 432 Re Buckland deceased [1966] VR 404 Singer v Berghouse (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Aubrey v Kain [2014] NSWSC 15 Tchadovitch v Tchadovitch [2010] NSWCA 316; (2010) 79 NSWLR 491 Todorovic v Waller (1981) 150 CLR 402 Rosniak v Government Insurance Office (NSW) (1997) 41 NSWLR 608 McGrath v Eves [2005] NSWSC 1006 Baker v R [2004] HCA 45; (2004) 223 CLR 513 Cetojevic v Cetojevic [2006] NSWSC 431 Campbell v Chabert-McKay [2010] NSWSC 859 Category: Principal judgment Parties: Sam Wardy (Plaintiff 2010/226874) William Wardy (Plaintiff 2010/233072) Hassiba Wardy (Plaintiff 2010/237742) Gordon Salier (1st Defendant) John Wardy (2nd Defendant) Linevale Pty Ltd Representation: Counsel: JJ Loofs (Sam Wardy) N Confos (William Wardy) L Ellison SC with S Benson (Hassiba Wardy) A Hill with M Pringle (1st Defendant) P Blackburn-Hart SC with D C Price (2nd Defendant) M W Sneddon (Linevale Pty Ltd) Solicitors: Teece Hodgson Ward (Sam Wardy) Comino Prassas (William Wardy) Ryan Walker Legal (Hassiba Wardy) Gordon A Salier, Solicitor (1st Defendant) Bartier Perry (2nd Defendant) Lawson Plowes (Linevale Pty Ltd) File Number(s): 2010/226874; 2010/233072; 2010/237742