Chapman v Ingold; Estate of the Late Eleanor Merle Ingold [2015] NSWSC 1604

Supreme Court New South Wales

Medium Neutral Citation: Chapman v Ingold; Estate of the Late Eleanor Merle Ingold [2015] NSWSC 1604 Hearing dates: 17 August 2015 Date of orders: 29 October 2015 Decision date: 29 October 2015 Jurisdiction: Equity Before: Hallen J Decision: The Court:

i. Orders, pursuant to Uniform Civil Procedure Rules 2005 (NSW), rule 7.10(2)(b), that the Defendant, Robert George Ingold, be appointed to represent the deceased's estate and notional estate for the purposes of these proceedings.

ii. Orders that any order entered or made in the proceedings binds the deceased person's estate to the same extent as the estate would have been bound had a personal representative of the deceased person to whom administration had been granted been a party to the proceedings.

iii. Orders that the Plaintiffs' Summons be dismissed.

iv. Subject to any further submissions, makes no order as to the costs of the Plaintiffs, to the intent that they will bear their own costs of the proceedings.

v. Subject to any further submissions, makes no order as to the Defendant's costs, to the intent that he will bear his own costs of the proceedings.

vi. Directs that the Exhibits be dealt with in accordance with the Uniform Civil Procedure Rules 2005 (NSW) (rule 31.16A and rule 33.10), and Practice Note No SC Gen 18 (Para 26) following the determination of the costs of the proceedings. Catchwords: SUCCESSION – FAMILY PROVISION – The Plaintiffs, each of whom is a daughter of the deceased, applies for a family provision order under Chapter 3 of the Succession Act 2006 (NSW) – No dispute as to each Plaintiff's eligibility as a child of the deceased – The Defendant is a grandchild of the deceased – Deceased left Will – Whole estate left to Defendant – No provision for either Plaintiff – Very small estate – Whether adequate and proper provision not made in Will of the deceased for the Plaintiffs and if so the nature and quantum of the provision to be made – Competing financial and moral claim advanced by the Defendant Legislation Cited: Civil Procedure Act 2005 (NSW) Family Provision Act 1982 (NSW) Succession Act 2006 (NSW) Succession Amendment (Family Provision) Act 2008 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Alcock v Cooper [2010] SASC 167 Allen (Dec'd), Re; Allen v Manchester [1922] NZLR 218 Andrew v Andrew [2012] NSWSCA 308; (2012) 81 NSWLR 656 Bartlett v Coomber [2008] NSWCA 100 Baychek v Baychek [2010] NSWSC 987 Boettcher v Driscoll [2014] SASC 86; (2014) 119 SASR 523 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Buckland Deceased, Re [1966] VicRp 58; [1966] VR 404 Butcher v Craig [2009] WASC 164 Chapple v Wilcox [2014] NSWCA 392 Christie v Manera [2006] WASC 287 Collins v McGain [2003] NSWCA 190 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 Dion Giuseppi Sergi by next friend Aileen Solowiej v Sergi [2012] WASC 18 Diver v Neal [2009] NSWCA 54 Dobb v Hacket (1993) 10 WAR 532 Foley v Ellis [2008] NSWSC 288 Gardiner v Gardiner (NSWSC, 28 May 1998, unreported) 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 Kearns v Ellis (Supreme Court (NSW), Mahoney JA, 5 December 1984, unrep) Kleinig v Neal (No 2) [1981] 2 NSWLR 532 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; (1957) 97 CLR 566 McKenzie v Topp [2004] VSC 90 Morris v Smoel [2014] VSC 32 Neale v Neale [2015] NSWCA 206; [2013] NSWSC 983 Phillips v James [2014] NSWCA 4 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 Re Coventry (Deceased) [1979] 3 All ER 815 Salmon v Osmond [2015] NSWCA 42 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Smith v Johnson [2015] NSWCA 297 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stewart v Stewart [2015] QSC 238 Sung v Malaxos [2015] NSWSC 186 Taylor v Farrugia [2009] NSWSC 801 Tobin v Ezekiel [2012] NSWCA 285; (2012) 83 NSWLR 757 Underwood v Gaudron [2015] NSWCA 269 Verzar v Verzar [2012] NSWSC 1380 Verzar v Verzar [2014] NSWCA 45 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Vincent v Lewis [2006] NZFLR 812 Walker v Walker (NSWSC, 17 May 1996, unreported) Wheat v Wisbey [2013] NSWSC 537 Williams v Aucutt [2000] 2 NZLR 479 Worsley v Solomon [2008] NSWSC 444 Texts Cited: J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (7th ed, 2006, LexisNexis Butterworths)