Annette Carol Gillett v Virginia Nelson (No. 2) [2014] NSWSC 580

Supreme Court New South Wales

Medium Neutral Citation: Annette Carol Gillett v Virginia Nelson (No. 2) [2014] NSWSC 580 Hearing dates: 17, 18, 19, 20 and 25 February 2014 Decision date: 19 May 2014 Jurisdiction: Equity Division Before: Darke J Decision: Orders that the plaintiff receive a lump sum legacy of $175,000 and costs out of the estate or notional estate of the late Arthur Vincent Nelson. Catchwords: SUCCESSION - family provision - large gifts of property made by wealthy testator - relatively small estate remaining - whether gift of shares incomplete so that shares form part of estate - relevant property transactions - whether gifts entered into with intention of denying or limiting provision out of estate - whether inadequate provision made out of estate for plaintiff - whether family provision order should be made - whether notional estate orders should be made in relation to distributions from estate - orders made for lump sum legacy and costs - Succession Act 2006 (NSW) s 80(2)(a) Legislation Cited: Contaminated Land Management Act 1997 (NSW) s 21 Corporations Act 2001 (Cth) s 1071B(3) Corporations Regulations Parts 7.11.06, 7.11.22 Duties Act 1997 (NSW) s 301 Succession Act 2006 (NSW) ss 59, 60, 61, 63, 75, 79, 80, 87, 88 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Anning v Anning [1907] HCA 13; (1907) 4 CLR 1049 Aubrey v Kain [2014] NSWSC 15 Cooke v Fairbairn [2003] NSWSC 232 Corin v Patton [1990] HCA 12; (1990) 169 CLR 540 Hildebrandt v Soncini [2007] NSWSC 1227 Kastrounis v Foundouradakis [2012] NSWSC 264 McCosker v McCosker [1957] HCA 82; (1957) 97 CLR 566 Milroy v Lord [1861] All ER Rep 783; (1862) 4 De GF & J 264 Nabeth Taleb v National Australia Bank Ltd [2011] NSWSC 1562 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Sydney Futures Exchange Ltd v Australian Stock Exchange Ltd (1995) 56 FCR 236 Vigolo v Boston [2005] HCA 11; (2005) 221 CLR 191 Category: Principal judgment Parties: Annette Carol Gillett (first plaintiff)