Petkovic v Koutalianos [2016] NSWSC 1817

Supreme Court New South Wales

Medium Neutral Citation: Petkovic v Koutalianos [2016] NSWSC 1817 Hearing dates: 17 November 2016 Date of orders: 15 December 2016 Decision date: 15 December 2016 Jurisdiction: Equity Before: Hallen J Decision: The Court: (a) Orders that the Plaintiff's Summons be dismissed. (b) Makes no order as to the costs of either party, to the intent that the Plaintiff will bear her own costs of the proceedings. (c) Notes that the Defendant is not liable for any costs of the proceedings. (d) 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). Catchwords: SUCCESSION – FAMILY PROVISION – Claim for a family provision order under Part 3.2 of the Succession Act 2006 (NSW) by adult child of the deceased – The Defendant and the Plaintiff both executors of the Will of the deceased to whom Probate granted – The Defendant the only other adult child of the deceased and the principal beneficiary named in Will – Defendant appointed to conduct and to represent the deceased's estate for the purposes of the proceedings - Actual estate consisting of only real estate in which Defendant has lived for almost all of her adult life – No notional estate - Whether adequate and proper provision not made in Will of the deceased for the Plaintiff – Whether order for provision ought to be made – Nature and quantum of provision, if any, that ought to be made for the Plaintiff. Legislation Cited: Civil Procedure Act 2005 (NSW) Family Provision Act 1982 (NSW) Succession Act 2006 (NSW) Cases Cited: Andrew v Andrew 81 NSWLR 656; [2012] NSWCA 308 Boettcher v Driscoll(2014) 119 SASR 523; [2014] SASC 86 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1983] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Butcher v Craig [2009] WASC 164 Chan v Chan [2016] NSWCA 222 Chapple v Wilcox [2014] NSWCA 392; 87 NSWLR 646 Christie v Manera [2006] WASC 287 Collicoat v McMillan [1999] 3 VR 803 Crossman v Riedel [2004] ACTSC 127 de Angelis v de Angelis [2003] VSC 432 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWCA 288 Ghosh v Miller (No 4) [2016] NSWSC 1710 Goodman v Windeyer [1980] HCA 31; 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 Henry v Hancock [2016] NSWSC 71 Hinderry v Hinderry [2016] NSWSC 780 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 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Kohari v Snow [2013] NSWSC 452 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 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Morier v Liem [2016] NSWSC 582 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 Salmon v Osmond [2015] NSWCA 42 Singer v Berghouse [1994] HCA 40; 181 CLR 201 Smith v Johnson [2015] NSWCA 297 Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stott v Cook (1960) 33 ALJR 447 Taylor v Farrugia [2009] NSWSC 801 Underwood v Gaudron [2015] NSWCA 269 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 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 Category: Principal judgment Parties: Ms Anastasia Petkovic (Plaintiff) Ms Carol Koutalianos (Defendant) Representation: Counsel: Mr C F Hodgson (Plaintiff) Mr J Brown and Ms M E Hall (Defendant)