Life v Hall [2016] NSWSC 316

Supreme Court New South Wales

Medium Neutral Citation: Life v Hall [2016] NSWSC 316 Hearing dates: 7 March 2016 Date of orders: 31 March 2016 Decision date: 31 March 2016 Jurisdiction: Equity Before: Hallen J Decision: Direct the parties to prepare Short Minutes of Order within 21 days giving effect to these reasons.

Stand the matter over to a date convenient to the parties and to the Court for the making of orders and for determining any questions about the form of the orders, in the event agreement cannot be reached. Catchwords: SUCCESSION - FAMILY PROVISION - The Plaintiff, a son of the deceased, applies, out of time, for a family provision order under Chapter 3 of the Succession Act 2006 - The Defendant is also a child of the deceased and the sister of the Plaintiff - Deceased left a Will - Provision made for the Plaintiff – Modest actual estate and no notional estate – Whether sufficient cause for making an order extending the time for the making of the Plaintiff's application – Sufficient cause established - 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 – Order for further provision by way of an amount equating to an additional percentage of the net estate absolutely, and, if the Plaintiff purchases accommodation, partly by way of an amount which equates to an additional percentage, which amount is by way of loan from the Defendant's share of the estate, repayable to the Defendant, and secured, by registered mortgage, on any property purchased by the Plaintiff Legislation Cited: Family Provision Act 1982 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Bartlett v Coomber [2008] NSWCA 100 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 Bouttell v Rapisarda [2014] NSWSC 1192 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Butcher v Craig [2009] WASC 164 Butler v Morris; Butler (bht NSW Trustee & Guardian) v Morris [2012] NSWSC 748 Chandler v Coulson [2015] NSWSC 172 Chapple v Wilcox [2014] NSWCA 392; (2014) 87 NSWLR 646 Christie v Manera [2006] WASC 287 Crisp v Burns Philp Trustee Company Ltd (Supreme Court (NSW), 18 December 1979, unrep) Collicoat v McMillan [1999] 3 VR 803 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 Edgar v Public Trustee for the Northern Territory [2011] NTSC 5 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWCA 288 Gardiner v Gardiner (Supreme Court (NSW), Santow J, 28 May 1998, unrep) 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 Hampson v Hampson [2010] NSWCA 359 Harrison v Harrison [2011] VSC 459 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 Hunter v Hunter (1987) 8 NSWLR 573 Hyland v Burbidge [2000] NSWSC 12 In re Allardice; Allardice v Allardice (1910) 29 NZLR 959 In re Allen (Deceased); Allen v Manchester [1922] NZLR 218 In the Estate of Puckridge, Deceased (1978) 20 SASR 72 John v John [2010] NSWSC 937 Kay v Archbold [2008] NSWSC 254 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Kohari v Snow [2013] NSWSC 452 McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 MacGregor v MacGregor [2003] WASC 169 McKenzie v Topp [2004] VSC 90 Madden-Smith v Madden (Estate of the late Doris Linda Madden) [2012] NSWSC 146 Marks v Marks [2003] WASCA 297 Mayfield v Lloyd-Williams [2004] NSWSC 419 Moore v Randall [2012] NSWSC 184 Palagiano v Mankarios [2011] NSWSC 61 Palmer v Dolman [2005] NSWCA 361 Phillips v James [2014] NSWCA 4; 85 NSWLR 619 Pogorelic v Banovich [2007] WASC 45 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9 R (on the application of M) v Slough Borough Council [2008] UKHL 52; [2008] 1 WLR 1808 Re Buckland, Deceased [1966] VR 404 Re Salmon, Deceased [1981] Ch 167 Salmon v Osmond [2015] NSWCA 42 Singer v Berghouse [1994] HCA 40; 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522; (2013) 85 NSWLR 253 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 Szypica v O'Beirne [2013] NSWSC 297 Taylor v Farrugia [2009] NSWSC 801 Thomas v Pickering; Byrne v Pickering [2011] NSWSC 572 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 (Supreme Court (NSW), Young J, 17 May 1996, unrep) White v Barron [1980] HCA 14; 144 CLR 431 Wilcox v Wilcox [2012] NSWSC 1138 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 Category: Principal judgment Parties: Paul Graeme Life (Plaintiff) Francene Gai Hall (Defendant) Representation: Counsel: Ms V Hartstein (Plaintiff) Mr E Petersen (Defendant)