Zagame v Zagame [2014] NSWSC 1302

Supreme Court New South Wales

Medium Neutral Citation: Zagame v Zagame [2014] NSWSC 1302 Hearing dates: 25, 26 and 27 August 2014 Decision date: 24 September 2014 Jurisdiction: Equity Division Before: Hallen J Decision: Direct the parties to bring in Short Minutes of Order reflecting the reasons for judgment within 14 days. Stand over the proceedings to deal with any outstanding argument on the form of the Short Minutes of Order Catchwords: SUCCESSION - FAMILY PROVISION - The Plaintiff, an adult child of the deceased, applies for a family provision order under Chapter 3 of the Succession Act 2006 (NSW) - Two of three Defendants are also adult children of the deceased and beneficiaries named in the Will - No actual estate of the deceased - Third Defendant the Trustee of a discretionary trust which controls property of value - Second Defendant registered proprietor of property transferred shortly before death of the deceased - No provision made in Will for the Plaintiff - Explanation given in Will - 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 for him - Whether property of the Trust and/or property held by the second Defendant should be designated as notional estate of the deceased Legislation Cited: Family Provision Act 1982 (NSW) Interpretation Act 1987 (NSW) Practice Note SC Gen 18 Probate and Administration Act 1898 (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 Allardice v Allardice; In re Allardice (1910) 29 NZLR 959 Allen (Deceased); Allen v Manchester [1922] NZLR 218 Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Attorney-General v Earl of Sandwich [1922] 2 KB 500 Aubrey v Kain [2014] NSWSC 15 Barna v Barna [2008] NSWSC 1402 Bartlett v Coomber [2008] NSWCA 100 Belfield v Belfield [2012] NSWSC 416; (2012) 83 NSWLR 189 Bladwell v Davis [2004] NSWCA 170 Boettcher v Driscoll [2014] SASC 86 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Bouttell v Rapisarda [2014] NSWSC 1192 Buckland Deceased, Re [1966] VR 404 Bull, Re [2006] VSC 113 Butcher v Craig [2009] WASC 164 Cameron v Cameron [2009] SASC 27 Caska v Caska [1999] NSWSC 289 Cetojevic v Cetojevic [2007] NSWCA 33 Christie v Manera [2006] WASC 287 Collicoat v McMillan [1999] 3 VR 803. Collins v McGain [2003] NSWCA 190 Crossman v Riedel [2004] ACTSC 127 de Angelis v de Angelis [2003] VSC 432 de Blac v Lo [2014] NSWSC 142 Dennis (Deceased), Re [1981] 2 All ER 140 Devereaux-Warnes v Hall (No 3) [2007] WASCA 235; (2007) 35 WAR 127 Diver v Neal [2008] NSWSC 304 Diver v Neal [2009] NSWCA 54 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWSC 288 Galt v Compagnon (Supreme Court (NSW), Einstein J, 24 February 1998, unrep) Gardiner v Gardiner (Supreme Court (NSW) Santow J, 28 May 1998, unrep) Gardiner v Gardiner [2014] NSWSC 435 Goodman v Windeyer [1980] HCA 31; (1980) 144 CLR 490 Goodsell v Wellington [2011] NSWSC 1232 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 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 Jelley v Iliffe [1980] EWCA Civ 4; [1981] 2 All ER 29 John v John [2010] NSWSC 937 Kastrounis v Foundouradakis [2012] NSWSC 264 Kavalee v Burbidge; Hyland v Burbidge (1998) 43 NSWLR 422 Kay v Archbold [2008] NSWSC 254 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 MacGregor v MacGregor [2003] WASC 169 Macquarie Developments Pty Ltd v Forrester [2005] NSWSC 674 Marks v Marks [2003] WASCA 297 Marras, In the Estate of the late Anthony [2014] NSWSC 915 Marriott, Deceased, Re [1968] VR 260 Mayfield v Lloyd-Williams [2004] NSWSC 419 McCosker v McCosker [1957] HCA 82; (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Neale v Newell; Re Wilkinson (Deceased) [1978] 1 All ER 221 Ogburn v Ogburn; Ogburn v Ogburn [2012] NSWSC 79 Palaganio v Mankarios [2013] 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 R (on the application of M) v Slough Borough Council [2008] UKHL 52; [2008] 1 WLR 1808 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 Samsley v Barnes [1990] NSWCA 161; (1991) DFC 95-100 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Smith v Woodward (Supreme Court (NSW), Macready M, 9 September 1994, unrep) Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Strano v Jovcevski [2008] NSWSC 380 Szypica v O'Beirne [2013] NSWSC 297 Taylor v Farrugia [2009] NSWSC 801 Tobin v Ezekiel [2012] NSWCA 285 Turner v Perpetual Trustees Australia Ltd [2001] ACTSC 56 Verzar v Verzar [2012] NSWSC 1380 Verzar v Verzar [2014] NSWCA 45 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Wade v Harding (1987) 11 NSWLR 551 Walker v Walker (Supreme Court (NSW), 17 May 1996, Young J, unrep) West v Mann [2013] NSWSC 1852 Wilcox v Wilcox [2012] NSWSC 1138 Williams v Aucutt [2000] 2 NZLR 479 Texts Cited: 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 Rosalind Croucher, 'Contracts to Leave Property by Will and Family Provision after Barns v Barns [2003] HCA 9' (2005) 27(2) Sydney Law Review 263 J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (7th ed, 2006, LexisNexis Butterworths) Category: Principal judgment Parties: Phillip Armando Anthony Zagame (Plaintiff) Robert Michael Ross Zagame (first Defendant) Roseanne Maree Zagame (second Defendant) Zagame Enterprises Pty Ltd ACN 075 629 702 Representation: Counsel: Mr P Blackburn-Hart SC Mr J E Armfield Solicitors: Peter Erman Solicitor (Plaintiff) Elias Gates & Associates (Defendants) File Number(s): 2013/118328