In the estate of the late Patrick Ambrose Tunchon [2019] NSWSC 802

Supreme Court New South Wales

Medium Neutral Citation: In the estate of the late Patrick Ambrose Tunchon [2019] NSWSC 802 Hearing dates: 17 June 2019 Date of orders: 28 June 2019 Decision date: 28 June 2019 Jurisdiction: Equity Before: Ward CJ in Eq Decision: Questions posed for judicial advice answered as set out at [112] Catchwords: EQUITY – trusts and trustees – applications to the court for advice and authority – practice and procedure in judicial advice proceedings and partial administration proceedings – nature of and principles governing judicial advice – proper scope of a judicial advice application

EQUITY – trusts and trustees – applications to the court for advice regarding distribution of income and capital to a private ancillary fund proposed to be established and as to whether executors would be justified in taking certain steps as to transfer of property and release of debt recorded in company records as owing to deceased

EQUITY – Trusts and trustees – Resulting trusts – Presumption of resulting trust Legislation Cited: Charitable Trusts Act 1993 (NSW), ss 5(2)(b), 6 Charities (Consequential Amendments and Transitional Provisions) Act 2013 (Cth) Corporations Act 2001 (Cth), s 127 Income Tax Assessment Act 1997 (Cth), s 30-15 Limitation Act 1969 (NSW), ss 14, 54, 63 Taxation Administration Act 1953 (Cth), s 426-110 Trustee Act 1925 (NSW), s 63 Cases Cited: Amit Laundry Pty Ltd v Jain [2017] NSWSC 1495 Anderson v McPherson [No 2] [2012] WASC 19 Application by Marilyn Joy Cottee; Estate of Gwenyth Shirley Smith [2013] NSWSC 47 Application of Gnitekram Marketing Pty Limited [2010] NSWSC 1328 Brott v Grey [2000] FCA 1727 BTA lnstitutional Services Australia Ltd & BNY Trust (Australia) Registry Ltd [2009] NSWSC 1924 Calverley v Green (1984) 155 CLR 242; [1984] HCA 81 Cameron (as Executrix of the Will of Alexander Donald Robert Gordon Cameron (Dec)) v Murdoch (as Administratrix of the Estate of James Cameron (Dec)) [2003] WASC 264 Chethams v Remington & Co [1999] 3 VR 258; [1999] VSC 150 Chidiac v Maatouck [2010] NSWSC 386 Cook v Fountain (1733) 3 Swans 585; [1733] 36 ER 984 Corumo Holdings Pty Ltd v C Itoh Ltd (1991) 24 NSWLR 370 Currie v Hamilton [1984] 1 NSWLR 687 Drever v Drever [1936] ALR 446 Dyer v Dyer (1788) 2 Cox Eq Cas 92; (1788) 30 ER 42 Elddin v Hamed (No 2) [2015] NSWSC 654 Fowkes v Pascoe (1875) LR 10 Ch App 343 Good v Parry [1963] 2 QB 418 Hamed v Elddin [2016] NSWCA 9 Hendry v Perpetual Executors and Trustees Association of Australia Ltd (1961) 106 CLR 256; [1961] HCA 44 His Eminence Metropolitan Petar, Diocesan Bishop of the Macedonian Orthodox Church of Australia and New Zealand v The Macedonian Orthodox Community Church St Petka Inc [2007] NSWCA 150 In the matter of Houben Marine Pty Ltd (in liq) [2018] NSWSC 745 In the matter of NL Mercantile Group Pty Ltd [2018] NSWSC 1337 Ireland as Executor of the Estate of the late Charles Stuart Gordon v Retallack [2011] NSWSC 846 Kerr v Baranow [2011] 1 SCR 269; [2011] SCC 10 Martech Energy Systems Pty Ltd (in liq) v Bell [2005] VSC 198 Murtagh v Murtagh [2013] NSWSC 926 Nelson v Nelson (1995) 184 CLR 538; [1995] HCA 25 NSW Trustee and Guardian v Wardy [2017] NSWSC 1466 Ogilvie v Adams [1981] VR 1041 Ong v Lottwo Pty Ltd (in Liq) [2013] SASCFC 57 Re Bowcock; Box v Bowcock [1968] 2 NSWR 697 Re Estate Late Chow Cho-Poon; Application for judicial advice [2013] NSWSC 844 Re Kerrigan; Ex parte Jones (1946) 47 SR (NSW) 76 Re O'Callaghan [1972] VR 248 Ryan v Dries [2002] NSWCA 3 Ryan v Ryan [2012] NSWSC 636 Shepherd v Doolan [2005] NSWSC 42 Stage Club Ltd v Miller Hotels Pty Ltd (1981) 150 CLR 535; [1981] HCA 71 Stein v Sybmore Holdings [2006] NSWSC 1004 Surrendra Overseas Ltd v Government of Sri Lanka (The Apjakash) [1977] 2 All ER 481 Switz Pty Ltd v Glowbind Pty Ltd [2000] NSWSC 222 The Trustees of The Christian Brothers In Western Australia (Inc) v Attorney-General (WA) [2006] WASC 191 Texts Cited: J D Heydon and M J Leeming, Jacobs' Law of Trusts (7th ed, 2006) 234 Private Ancillary Fund Guidelines 2009 PW Young, C Croft and ML Smith, On Equity (Lawbook Co, 2009) W Swadling, "Explaining Resulting Trusts" (2008) 124 Law Quarterly Review 72 Category: Procedural and other rulings Parties: Michael Tunchon (Plaintiff) Margaret Anne Hodgkinson (Second Plaintiff) Timothy John Edmondson (Third Plaintiff) Representation: Counsel: D Barlin (Plaintiffs)