Beatrice McCleary v Metlik Investments Pty Limited Beatrice McCleary v Benedict Chan; Clement Chan v Benedict Chan [2015] NSWSC 1043

Supreme Court New South Wales

Medium Neutral Citation: Beatrice McCleary v Metlik Investments Pty Limited Beatrice McCleary v Benedict Chan; Clement Chan v Benedict Chan [2015] NSWSC 1043 Hearing dates: 24, 25, 26 and 27 March, 8 and 9 April 2015 Date of orders: 30 July 2015 Decision date: 30 July 2015 Jurisdiction: Equity Division Before: Darke J Decision: Each proceeding is dismissed. Catchwords: SUCCESSION – family provision – claims by adult children of or approaching retirement age – large estate – whether provision made by will not adequate for proper maintenance, education or advancement in life – Succession Act 2006 (NSW) s 59(1)

SUCCESSION – family provision – claim made outside stipulated twelve month period – whether sufficient cause shown to warrant extension of time – Succession Act 2006 (NSW) s 58(2)

EQUITY – trusts and trustees – powers – special power of appointment in relation to capital – whether power exercised by trustee in relation to certain real property – evidence included statements made by individual in a position to exercise control over trustee – whether a defective attempt to exercise the power of appointment Legislation Cited: Conveyancing Act 1919 (NSW) ss 23C, 54A Family Provision Act 1982 (NSW) Succession Act 2006 (NSW) ss 57, 58(2), 59, 60(2) Cases Cited: Alexander v Jansson [2010] NSWCA 176 Alison v Alison (1934) 51 CLR 653 Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Barna v Barna [2008] NSWSC 1402 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Burke v Burke [2015] NSWCA 195 Chapple v Wilcox [2014] NSWCA 392; (2014) 87 NSWLR 646 Lloyd-Williams v Mayfield [2005] NSWCA 189; (2005) 63 NSWLR 1 Salmon v Osmond [2015] NSWCA 42 Sammut v Kleemann [2012] NSWSC 1030 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Tollet v Tollet (1728) 2 P. Wms. 489 at 490; 24 E.R. 828 Verzar v Verzar [2014] NSWCA 45 Category: Principal judgment Parties: 2013/359456 Beatrice Sit King McCleary (plaintiff) Metlik Investments Pty Ltd (defendant)