Anderson v Hill [2017] NSWSC 1149

Supreme Court New South Wales

Medium Neutral Citation: Anderson v Hill [2017] NSWSC 1149 Hearing dates: 14 August 2017 Date of orders: 30 August 2017 Decision date: 30 August 2017 Jurisdiction: Equity Before: Hallen J Decision: The Court:

1. Orders pursuant to UCPR rule 7.8 and rule 7.10(2)(b), that the Defendant be appointed as the representative of the deceased's estate and notional estate for the purpose of, and to conduct, the proceedings on behalf of the estate.

2. Orders that the Plaintiff's claim be dismissed.

3. Makes no order as to the Plaintiff's costs.

4. Order that the Exhibits be dealt with in accordance with the UCPR. Catchwords: Claim for family provision order under Part 3.2 of the Succession Act 2006 (NSW) by son of the deceased from her first marriage – The Defendant, the executor of the Will and husband of the deceased at the date of death – Defendant also the sole beneficiary named in Will - Probate not sought as virtually no actual estate – Notional estate said to be deceased's interest as joint tenant in real estate held with Defendant – Jointly held property transmitted to the Defendant following deceased's death – Order sought designating deceased's interest in jointly held property as notional estate – Whether adequate and proper provision not made in Will of the deceased for the Plaintiff – Whether order designating property as notional estate should be made – Nature and quantum of provision, if any, that ought to be made for the Plaintiff. Legislation Cited: Family Provision Act 1982 (NSW) Legal Profession Uniform Law Application Act 2014 (NSW) Mental Health Act 2007 (NSW) NSW Trustee and Guardian Act 2009 (NSW) Probate and Administration Act 1898 (NSW) Succession Act 2006 (NSW) Uniform Civil Procedure Rules 2005 (NSW) Cases Cited: Andrew v Andrew (2012) 81 NSWLR 656; [2012] NSWCA 308 Bartlett v Coomber [2008] NSWCA 100 Blacket v Barnett [2017] NSWSC 1032 Bladwell v Davis [2004] NSWCA 170 Boettcher v Driscoll (2014) 119 SASR 523; [2014] SASC 86 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] 2 All ER 14; [1938] AC 463 Bowditch v NSW Trustee and Guardian [2012] NSWSC 275 Bruce v Greentree (No 2) [2015] NSWSC 1636 Burke v Burke (2015) 13 ASTLR 313; [2015] NSWCA 195 Butcher v Craig [2009] WASC 164 Camernik v Reholc [2012] NSWSC 1537 Carey v Robson (No 2) [2009] NSWSC 1199 Cetojevic v Cetojevic [2006] NSWSC 431 Chan v Chan [2016] NSWCA 222 Chapple v Wilcox (2014) 87 NSWLR 646; [2014] NSWCA 392 Christie v Manera [2006] WASC 287 Clifford v Mayr [2010] NSWCA 6 Crossman v Riedel [2004] ACTSC 127 de Angelis v de Angelis [2003] VSC 432 Diver v Neal [2009] NSWCA 54 Dobb v Hacket (1993) 10 WAR 532 Flathaug v Weaver [2003] NZFLR 730; (2003) 22 FRNZ 1035 Foley v Ellis [2008] NSWCA 288 Frost v Miller [2015] QSC 206 Galt v Compagnon (Supreme Court (NSW), Einstein J, 24 February 1998, unrep) Golosky v Golosky [1993] NSWCA 111 Goodman v Windeyer (1980) 144 CLR 490; [1980] HCA 31 Goodsell v Wellington [2011] NSWSC 1232 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Harkness v Harkness (No 2) [2012] NSWSC 35 Hawkins v Prestage (1989) 1 WAR 37 Henry v Hancock [2016] NSWSC 71 Hughes v National Trustees Executors and 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 Ilott v The Blue Cross [2017] 2 WLR 979; [2017] UKSC 17 In the estate of Puckridge, Deceased (1978) 20 SASR 72 John v John [2010] NSWSC 937 Kavalee v Burbidge; Hyland v Burbidge (1998) 43 NSWLR 422 Kleinig v Neal (No 2) [1981] 2 NSWLR 532 Kohari v Snow [2013] NSWSC 452 Kohari v NSW Trustee & Guardian [2017] NSWSC 1080 Langtry v Campbell (Supreme Court (NSW), Powell J, 7 March 1991, unrep) Lillis v Lillis (2010) NSWSC 359 MacGregor v MacGregor [2003] WASC 169 Magill v Magill (2006) 226 CLR 551; [2006] HCA 51 Marks v Marks [2003] WASCA 297 Marshall v Carruthers [2002] NSWCA 47 Mayfield v Lloyd‑Williams [2004] NSWSC 419 McCosker v McCosker (1957) 97 CLR 566; [1957] HCA 82 McGrath v Eves [2005] NSWSC 1006 McKenzie v Topp [2004] VSC 90 Milillo v Konnecke (2009) 2 ASTLR 235; [2009] NSWCA 109 Miller v Miller [2006] 2 AC 618; [2006] UKHL 24 Moore v Moore (Supreme Court (NSW), Huntley JA, 16 May 1984, unrep) Pearson & Ors (Joint Administrators of Lean Brothers International (Europe)) v Lehman Brothers Finance (SA) [2010] EWHC 3044 (Ch) Permanent Trustee Co Ltd v Fraser (1995) 36 NSWLR 24 Phillips v James (2014) 85 NSWLR 619; [2014] NSWCA 4 Pontifical Society for the Propagation of the Faith v Scales (1962) 107 CLR 9; [1962] HCA 19 R (on the application of M) v Slough Borough Council [2008] 1 WLR 1808; [2008] UKHL 52 Radmacher v Granatino [2011] 1 AC 534; [2010] UKSC 42 Re Bourke (dec'd) and the TFM Act [1968] 2 NSWLR 453 Re Buckland, Deceased [1966] VR 404 Re the Will of Sitch (deceased); Gillies v Executors of the Will of Sitch [2005] VSC 308 Salmon v Osmond [2015] NSWCA 42 Samsley v Barnes [1990] NSWCA 161 Sellers v Scrivenger [2010] VSC 320 Singer v Berghouse (1994) 181 CLR 201; [1994] HCA 40 Slack v Rogan; Palffy v Rogan (2013) 85 NSWLR 253; [2013] NSWSC 522 Smith v Johnson (2015) 14 ASTLR 175; [2015] NSWCA 297 Smith v Woodward (Supreme Court (NSW), Macready M, 9 September 1994, unrep) Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stone v Stone [2016] NSWSC 605 Stott v Cook (1960) 33 ALJR 447 Sung v Malaxos [2015] NSWSC 186 Taylor v Farrugia [2009] NSWSC 801 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 Vincent v Lewis [2006] NZFLR 812 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 Texts Cited: R Croucher, "Contracts to Leave Property by Will and Family Provision after Barns v Barns [2003] HCA 9" (2005) 27(2) Sydney Law Review 263 Category: Principal judgment Parties: David John Anderson by his tutor NSW Trustee and Guardian (Plaintiff) George Edward Charles Hill (Defendant) Representation: Counsel: A F Stevens (Plaintiff) P O'Loughlin (Defendant)