Gregory Stuart Bowering v Deborah Jayne Knox and David John Bowering (No 2) [2014] NSWSC 1749

Supreme Court New South Wales

Medium Neutral Citation: Gregory Stuart Bowering v Deborah Jayne Knox and David John Bowering (No 2) [2014] NSWSC 1749 Hearing dates: 1 December 2014 Decision date: 08 December 2014 Jurisdiction: Equity Division - Expedition List Before: Sackar J Decision: See paragraphs [54]-[58] Catchwords: WILLS - Construction - where will establishes special disability trust - where discretionary powers of special trustee - nature of interest of beneficiary of special disability trust - whether certain clauses inconsistent with primary objects of trust - whether certain clauses contrary to public policy - whether trustee placed in position of conflict of interest - whether grant of declarations of any utility Legislation Cited: n/a Cases Cited: Armitage v Nurse [1998] Ch 241 Fairbairn v Varvaressos (2010) 78 NSWLR 577; [2010] NSWCA 234 Fell v Fell (1922) 31 CLR 268 Gregory Stuart Bowering v Deborah Jayne Knox and David John Bowering [2014] NSWSC 1107 Hatzantonis v Lawrence [2003] NSWSC 914 Hospital Products Ltd v United States Surgical Corporation (1984) 156 CLR 41 Keulemans v Attorney-General [2013] NSWSC 1772 McIntosh v McIntosh [2014] QSC 99 Mordecai v Mordecai (1988) 12 NSWLR 58 Muir v Winn [2009] NSWSC 857 Princess Anne of Hesse v Field [1963] NSWR 998 Ramsay v Trustees Executors and Agency Company Limited (1948) 77 CLR 321 Re Blantern [1891] WN (ENG) 54 Re Sanford [1901] 1 Ch 939 Rivers v Bondi Junction-Waverley RSL Sub-Branch Ltd (1986) 5 NSWLR 362 Taheri v Vitek [2014] NSWCA 209 Texts Cited: Jacobs' Law of Trusts in Australia (LexisNexis Butterworths, 7th edition, 2006) Meagher, Gummow and Lehane's Equity: Doctrines and Remedies (LexisNexis Butterworths, 4th edition, 2002) Category: Principal judgment Parties: Gregory Stuart Bowering - plaintiff Deborah Jayne Knox - first defendant David John Bowering (by his tutor Margaret Colleen Hole) - second defendant Representation: Counsel: J van Aalst - plaintiff M Meek SC - first defendant S Hughes with E James - second defendant Solicitors: Heydons Lawyers - plaintiff Teece Hodgson & Ward - first defendant Boyd House & Partners - second defendant (by his tutor) File Number(s): 2013/362577