Jones v Jones [2014] NSWSC 960

Supreme Court New South Wales

Medium Neutral Citation: Jones v Jones [2014] NSWSC 960 Hearing dates: 3 July 2014 Decision date: 22 July 2014 Before: Hallen J Decision: See Paragraph 232 of these reasons for judgment Catchwords: SUCCESSION - Two Plaintiffs, each a child of the deceased, makes a claim for a family provision order - No dispute as to eligibility - Some provision made for each Plaintiff in the Will of the deceased - Legacy to third child of the deceased - The Defendant and two grandchildren of the deceased are residuary beneficiaries - Small estate -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 for each Plaintiff - Necessary to make adjustment order under s 66 of the Act Legislation Cited: Family Provision Act 1982 (NSW) Civil Procedure Act 2005 (NSW) Practice Note No SC Gen 18 Practice Note SC Eq 7 Probate and Administration Act 1898 (NSW) Property (Relationships) Act 1984 (NSW) Succession Amendment (Family Provision) Act 2008 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Workplace Injury Management and Workers Compensation Act 1998 (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 Baychek v Baychek [2010] NSWSC 987 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 Cameron v Cameron [2009] SASC 27 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 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 In re Allen (Deceased); Allen v Manchester [1922] NZLR 218 In the Estate of the late Anthony Marras [2014] NSWSC 915 Janette Susan Gardiner v Raymond James Gardiner as Administrator of the Estate of the Late Dulcie Eva Gardiner [2014] NSWSC 435 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 Marks v Marks [2003] WASCA 297 Mayfield v Lloyd-Williams [2004] NSWSC 419 McCosker v McCosker [1957] HCA 82; 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 Morris v Smoel [2014] VSC 32 Neale v Neale [2013] NSWSC 983 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 Re Bull [2006] VSC 113 Re Coventry (Deceased) [1979] 3 All ER 815 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 Dion Giuseppi Sergi by next friend Aileen Solowiej v Sergi [2012] WASC 18 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 (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; 83 NSWLR 75 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 Wheat v Wisbey [2013] NSWSC 537 White v Barron 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: Mark Andrew Jones (first Plaintiff) Martin Conrad Jones (second Plaintiff) Antony Donald Jones (Defendant) Representation: Counsel: Mrs M Bridger (Plaintiffs) Mr M Lawson (Defendant) Solicitors: Williamson Isabella (Plaintiffs) McNamara & Associates (Defendant) File Number(s): 2013/226032