Re MP’s Statutory Will [2019] NSWSC 331

Supreme Court New South Wales

Medium Neutral Citation: Re MP's Statutory Will [2019] NSWSC 331 Hearing dates: 29 March and 2 April 2019 Decision date: 15 April 2019 Jurisdiction: Equity - Protective List Before: Lindsay J Decision: Application for Statutory Will dismissed Catchwords: SUCCESSION – Statutory Wills – Assessment of actual, or presumed, intention of person lacking testamentary capacity – No clear intention – Application for statutory will dismissed. Legislation Cited: Civil Procedure Act 2005 NSW, section 98 NSW Trustee and Guardian Act 2009 NSW Succession Act 2006 NSW Uniform Civil Procedure Rules 2005 NSW Cases Cited: AB v CB [2009] NSWSC 680 Banks v Goodfellow (1870) LR 5QB, 549 Boulton v Sanders [2004) 9 VR 495; [2004] VSCA 112 Briginshaw v Briginshaw (1938) 60 CLR 336 Burns v Estate of Burns (a Protected Person) [2013] NSWSC 1550; 11 ASTLR 362 CCR v PS (No. 2) (1986) 6 NSWLR 62 Ex parte Whitbread in the matter of Hinde , a Lunatic (1816) 2 MER 99; 35 ER 878 GAU v GAV [2016] 1 Qd R1; [2014] QCA 308 Gertsch v Roberts (1993) 35 NSWLR 631 Holt v Protective Commissioner (1993) 31 NSWLR 227 In the Will of Jane [2011] NSWSC 624 Osborne v Smith (1960) 105 CLR 153 Perpetual Trustee Company Ltd v Fairlie-Cunninghame (1993) 32 NSWLR 377 Protective Commissioner v D (2004) 60 NSWLR 513 Re B (Court of protection: notice of proceedings) [1987] 1 WLR 552 Re Fenwick (2009) 76 NSWLR 221; [2009] NSWSC 530 Re Fulop, deceased (1987) 8 NSWLR 679 Re K's Statutory Will (2018) 96 NSWLR 69 Re the Will of Bridget [2018] NSWSC 1509 Re Will of Jane [2011] NSWSC 624 Secretary, Department of Health and Community Services v JWB and SMB (Marion's Case) (1992) 175 CLR 218 W v H [2014] NSWSC 169 Waind v Hill & National Employers Mutual General Association Limited [1978] 1 NSWLR 372 Texts Cited: HS Theobald ,The Law relating to Lunacy (London, 1924) , p. 382 Category: Principal judgment Parties: Plaintiff: Grandson of Protected Person by her daughter First Defendant: Daughter of Protected Person in her personal capacity Second Defendant: Son of Protected Person in his personal capacity Third Defendants: Daughter and Son of Protected Person in their capacity as joint managers of her protected estate Fourth Defendant: Protected Person, by her Tutor Representation: Counsel: Plaintiff: C Birch SC with J Mack First Defendant: H Morrison Second Defendant: L Ellison SC Third Defendants: J Needham SC Fourth Defendant: MK Meek SC NSW Trustee: J Brouwer, Solicitor