Shakespeare v Flynn; Shakespeare v Flynn [2014] NSWSC 605

Supreme Court New South Wales

Medium Neutral Citation: Shakespeare v Flynn; Shakespeare v Flynn [2014] NSWSC 605 Hearing dates: 30 April, 1 May 2014 Decision date: 19 May 2014 Jurisdiction: Equity Division Before: Hallen J Decision: Direct the parties, within 14 days, to bring in Short Minutes of Order giving effect to these reasons and any agreement reached between them as to costs. Stand the matter over to a convenient date in May 2014. Catchwords: SUCCESSION - Two Plaintiffs, each of whom is a child of the deceased, make a claim for a family provision order - One of the Plaintiffs is a person under a legal incapacity - No dispute as to the Plaintiffs' eligibility - Some provision made for each Plaintiff in the Will of the deceased, but only after the death of the first Defendant, the widow of the deceased - Grandchild of the deceased also a contingent beneficiary upon death of the widow - Whether family provision order should be made for either Plaintiff, and if so, the nature and quantum of the further provision to be made - Order for provision of each Plaintiff - Necessary to make adjustment order under s 66 of the Act Legislation Cited: Family Provision Act 1982 (NSW) NSW Trustee and Guardian Act 2009 (NSW) Practice Note SC Eq 7 Probate and Administration Act 1898 (NSW) Property (Relationships) Act 1984 (NSW) Protected Estates Act 1983 (NSW) Succession Amendment (Family Provision) Act 2008 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Akkerman v Ewins [2003] NSWCA 190 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 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) 9 ALR 93; (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 Edgar v Public Trustee for the Northern Territory [2011] NTSC 05 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWSC 288 Gardiner v Gardiner (Supreme Court (NSW), Santow J, 28 May 1998, unrep) Goodman v Windeyer [1980] HCA 31; (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Hampson v Hampson [2010] NSWCA 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 Kembrey v Cuskelly [2008] NSWSC 262 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Luciano v Rosenblum (1985) 2 NSWLR 65 MacGregor v MacGregor [2003] WASC 169 Magill v Magill [2006] HCA 51; (2006) 231 ALR 277 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 McGrath v Eves [2005] NSWSC 1006 Neale v Neale [2013] NSWSC 983 O'Loughlin v O'Loughlin [2003] NSWCA 99 Palaganio v Mankarios [2013] NSWSC 61 Phillips v James [2014] NSWCA 4 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9 Pogorelic v Banovich [2007] WASC 45 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Sam Wardy v Gordon Salier; William Wardy v Gordon Salier; Hassiba Wardy v Estate of late Edmond Wadih Wardy, developer and Ch 3 of the Succession Act 2006 [2014] NSWSC 473 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Slack-Smith v Slack-Smith [2010] NSWSC 625 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 Verzar v Verzar [2012] NSWSC 1380 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 Texts Cited: J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (7th ed, 2006, LexisNexis Butterworths) Rosalind Atherton, 'The Concept of Moral Duty in the Law of Family Provision - a Gloss or Critical Understanding?' (1999) 5 Australian Journal of Legal History 5 Category: Principal judgment Parties: Coco Shakespeare (Plaintiff in 2013/28936) Tori Shakespeare (by her tutor the NSW Trustee & Guardian) (Plaintiff in 2013/38273) Elizabeth Anne Flynn (first Defendant in both proceedings) Genevieve Margaret Corish (second Defendant in both proceedings) Representation: Counsel: Mr D Liebhold (Plaintiff in 2013/28936) Mrs M Bridger (Plaintiff in 2013/38273) Mr G M McGrath (Defendants) Solicitors: De Groots Will & Estate Lawyers (Plaintiff in 2013/28936) Shaw McDonald Lawyers (Plaintiff in 2013/38273) Staunton & Thompson (Defendants) File Number(s): 2013/28936; 2013/38273