Re Estates Brooker-Pain and Soulos [2019] NSWSC 671

Supreme Court New South Wales

Medium Neutral Citation: Re Estates Brooker-Pain and Soulos [2019] NSWSC 671 Hearing dates: 18 March 2019 Decision date: 28 June 2019 Jurisdiction: Equity - Probate List Before: Lindsay J Decision: Case Management orders proposed for control of use of subpoenas for the production of documents, and notices to produce to court, in contested probate proceedings. Catchwords: SUCCESSION — Wills and Probate — Consideration of principles informing practice of the Court relating to compulsory production of documents — Before pleading and service of evidence

CIVIL PROCEDURE — Court administration — Overriding purpose — Just, quick and cheap resolution

CIVIL PROCEDURE — Notices to produce — Before hearing — Probate proceedings — Practice Note SC Eq 11

CIVIL PROCEDURE — Subpoenas — To produce documents or things — Probate proceedings — Practice Note SC Eq 11 Legislation Cited: Civil Procedure Act 2005 NSW Evidence Act 1995 Probate and Administration Act 1898 NSW Succession Act 2006 NSW Cases Cited: Bailey v Bailey (1924) 34 CLR 558 Boyce v Bunce [2015]NSWSC 1924 Bridgewater v Leahy [1998] HCA 66; 194 CLR 457 Carr v Homersham (2018) 97 NSWLR 328 Commissioner for Railways v Small (1938) 38 SR (NSW) 564; 55 WN 215 Estate Grundy; La Valette v Chambers-Grundy [2018] NSWSC 104 Estate Kouvakas; Lucas v Konakas [2014] NSWSC 786 Estate Moran; Teasel v Hooke [2014] NSWSC 1839 Estate of Hodges, dec'd; Shorter v Hodges (1988) 14 NSWLR 698 Hatsatouris v Hatsatouris [2001] NSWCA 408 In the Estate of Fuld, deceased; Hartley v Fuld (Attorney General intervening) [1965] P405 In the Goods of William Loveday [1900] P 154 Osborne v Smith (1960) 105 CLR 153 Photios v Photios [2019] NSWCA 158 Re Estate Grundy (No. 2) [2018] NSWSC 1495 Re Estate of Wai Fun Chan, deceased [2015] NSWSC 1107 Re Estate of Moss, deceased; Larke v Nugus [2000] WTLR 1033 Re Estate Pierobon, deceased [2014] NSWSC 387 Tobin v Ezekiel (2012) 83 NSWLR 757 Trustee for the Salvation Army (NSW) Property Trust v Becker [2007] NSWCA 136; (2007) 14 BPR [98369] Waind v Hill & National Employers Mutual Association Ltd [1978] 1 NSWLR 372 Zorbas v Sidiropoulous (No. 2) [2009] NSWCA 197 Texts Cited: GC Lindsay, The Handbook (Law Book Co., 2005) Category: Procedural and other rulings Parties: Re Estate of Brooker-Pain Plaintiff: Lorraine Kershaw Defendant: Janet Bennett