Jodell v Woods [2017] NSWSC 143

Supreme Court New South Wales

Medium Neutral Citation: Jodell v Woods [2017] NSWSC 143 Hearing dates: 13 and 14 February 2017 Date of orders: 01 March 2017 Decision date: 01 March 2017 Jurisdiction: Equity Before: Hallen J Decision: The Court:

(i) Having found that the Plaintiff is an eligible person; that the proceedings were commenced within time; and that the provision made for her in the Will of the deceased is inadequate for her proper maintenance or advancement in life, orders that she receive a lump sum of $425,000.

(ii) Orders that provided the lump sum is paid within 28 days of the making of this order, no interest is payable; otherwise, interest at the rate prescribed under s 84A(3) of the Probate and Administration Act 1898 (NSW) is payable from that date until the date of payment.

(iii) Grants liberty to any party to apply, in these proceedings, for consequential and ancillary orders for the purpose of, or with respect to, giving effect to, and implementing, the family provision order made in favour of the Plaintiff, including, but not limited to, an order for the sale of the Turramurra property.

(iv) Orders that the Exhibits should 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.

(v) Orders that how the costs of the proceedings are to be borne will be determined at the time of the delivery of these reasons or such other time as the Court then directs. Catchwords: SUCCESSION – FAMILY PROVISION – The Plaintiff, an adult child of the deceased, makes a claim for a family provision order – No dispute as to the Plaintiff's eligibility as a child of the deceased – The Defendant is also an adult child of the deceased and the sole executrix and beneficiary named in the Will ––Reasonably large estate in value principally comprising real property – No competing financial claim advanced by the Defendant – Whether family provision order should be made, and if so, the nature and quantum of the provision to be made Legislation Cited: Family Provision Act 1982 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Anderson v Teboneras [1990] VR 527; [1990] VicRp 47 Andrew v Andrew [2012] NSWCA 308; (2012) 81 NSWLR 656 Baird v Harris [2015] NSWSC 803 Boettcher v Driscoll [2014] SASC 86; (2014) 119 SASR 523 Bondelmonte v Blanckensee [1989] WAR 305 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Butcher v Craig [2009] WASC 164 Burke v Burke [2015] NSWCA 195 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 Foley v Ellis [2008] NSWCA 288 Ford v Simes [2009] NSWCA 351 Goodman v Windeyer [1980] HCA 31; 144 CLR 490 Goodsell v Wellington [2011] NSWSC 1232 Gorton v Parks (1989) 17 NSWLR Grey v Harrison [1997] 2 VR 359 Gwenythe Muriel Lathwell, as Executrix of the Estate of Gilbert Thorley Lathwell (Deceased) v Lathwell [2008] WASCA 256 Hawkins v Prestage (1989) 1 WAR 37 Henry v Hancock [2016] NSWSC 71 Hinderry v Hinderry [2016] NSWSC 780 Hughes v National Trustees Executors & Agency Co of Australasia Ltd (1979) 143 CLR 134; [1979] HCA 2 Hunter v Hunter (1987) 8 NSWLR 573 Hyland v Burbidge [2000] NSWSC 12 Keep v Bourke [2012] NSWCA 64 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 McKenzie v Topp [2004] VSC 90 McGrath v Eves [2005] NSWSC 1006 Morier v Liem [2016] NSWSC 582 Palmer v Dolman; Dolman v Palmer [2005] NSWCA 361 Poletti v Jones (2015) 13 ASTLR 113; [2015] NSWCA 107 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 Hilton [1997] 2 NZLR 734 Salmon v Osmond [2015] NSWCA 42 Sammut v Kleemann [2012] NSWSC 1030 Singer v Berghouse [1994] HCA 40; (1994) 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 Stott v Cook (1960) 33 ALJR 447 Taylor v Farrugia [2009] NSWSC 801 Thompson v Sgro [2016] NSWSC 1869 Tobin v Ezekiel (2012) 83 NSWLR 757; [2012] NSWCA 285 Underwood v Gaudron [2014] NSWSC 1055 Underwood v Gaudron (2015) 324 ALR 641; [2015] NSWCA 269 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin (2005) 221 CLR 191; [2005] HCA 11 Walker v Walker (Supreme Court (NSW), Young J, 17 May 1996, unrep) White v Barron (1980) 144 CLR 431; [1980] HCA 14 Wilcox v Wilcox [2012] NSWSC 1138 Category: Principal judgment Parties: Winifred Ann Jodell (Plaintiff) Helen Jean Woods (Defendant) Representation: Counsel: Mr M Gunning (Plaintiff) Mr D Liebhold (Defendant)