Roberts v Roberts
[2021] SASCA 81
Para 1
…Examples of that type of approach being taken may be found in Oldereid v Chan [2013] NSWSC 434 at [57] and [62]; Roberts v Roberts (1992) 9 WAR 549 at 558; and Mayfield v Lloyd-Williams [2004] NSWSC 419 at [115] and [137] where White J (as his Honour then was) allocated a capital sum to provide for the vicissitudes…
Starr v Miller
[2021] NSWSC 426
Para 1
…The above passage was most recently referred to by Hallen J in Starr v Miller [2021] NSWSC 426 ( Starr ) at [614]. The emphasised words in the above extract are to foreshadow the concern I have about the approach taken in the present case.…
Nenes v Armouti
[2021] ACTSC 53
Para 1
…man who died without any children of his own, that being the late Constantinos Armoutis ( Testator ), referred to as “Con” in Nenes v Armouti [2021] ACTSC 53, being the judgment at first instance.…
Watton v MacTaggart
[2020] NSWSC 1233
Para 1
…In Watton v MacTaggart [2020] NSWSC 1233 at [40] Ward CJ in Eq stated:…
Vasey v Henry
[2019] NSWSC 996
Para 134
…the Will. All the relevant factors need to be considered and the absence of any provision in a will may be proper in the circumstances: Vasey v Henry [2019] NSWSC 996 at [134].…
Steinmetz v Shannon
[2019] NSWCA 114
Para 1
…subsequent claim for family provision. The issue is how freedom of testamentary disposition is factored into the assessment: see Steinmetz v Shannon [2019] NSWCA 114; 99 NSWLR 687, per White JA at [50] – [51].…
Sgro v Thompson
[2017] NSWCA 326
Para 1
…It was pointed out in Sgro v Thompson [2017] NSWCA 326( Sgro ) at [45] that the particular statutory provision in Victoria under consideration in Jones was different from the words of the equivalent section in New South Wales, with the relevant provision (s 91(1) of the Administration and Probate Act 1958 (Vic) ) r…
Towson v Francis
[2017] NSWSC 1034
Para 78
…(nor any presumption for or against there being a moral obligation to make provision for an adult child), as Hallen J recognised in Towson v Francis [2017] NSWSC 1034 …(see at [78]-[80], there citing Burke v Burke [2015] NSWCA 195; Nicholas v Tubb [2016] TASSC 53; Toscano v Toscano [2017] NSWSC 419; and Underwood v…
Toscano v Toscano
[2017] NSWSC 419
…son v Francis [2017] NSWSC 1034 …(see at [78]-[80], there citing Burke v Burke [2015] NSWCA 195; Nicholas v Tubb [2016] TASSC 53; Toscano v Toscano [2017] NSWSC 419; and Underwood v Gaudron [2014] NSWSC 1055). Each case must be considered by reference to its particular facts and circumstances (though see the summar…
Nicholas v Tubb
[2016] TASSC 53
…ild), as Hallen J recognised in Towson v Francis [2017] NSWSC 1034 …(see at [78]-[80], there citing Burke v Burke [2015] NSWCA 195; Nicholas v Tubb [2016] TASSC 53; Toscano v Toscano [2017] NSWSC 419; and Underwood v Gaudron [2014] NSWSC 1055). Each case must be considered by reference to its particular facts and…
Jones (a pseudonym) v Smith (a pseudonym)
[2016] VSCA 178
Para 1
…In Jones (a pseudonym) v Smith (a pseudonym) [2016] VSCA 178 ( Jones ), Ferguson JA, (with whom Whelan JA and Kaye JA agreed) stated at [66] (emphasis added):…
Henry v Hancock
[2016] NSWSC 71
Para 1
…A useful discussion in that regard is to be found in Henry v Hancock [2016] NSWSC 71 ( Henry v Hancock ) where Brereton J (as his Honour then was) stated at [68]-[70] (references omitted; emphasis added):…
Singh v Singh
[2015] NSWSC 1457
Para 1
…[14]-[15] (McLaughlin AsJ); In the Estate of the late Anthony Marras [2014] NSWSC 915 at [238] (Bergin CJ in Eq); and, more recently, Singh v Singh [2015] NSWSC 1457 at [153]–[154] (Black J)). In Collings v Vakas [2006] NSWSC 393, Campbell J (as his Honour then was) stated at [67]:…
Bates v Cooke
[2015] NSWCA 278
Para 1
…sult is so unreasonable or plainly unjust to bespeak error of such a kind: see Burke v Burke (No 2) [2015] NSWCA 195 ( Burke ) at [40], Bates v Cooke [2015] NSWCA 278 at [59]-[61]; Phillips v James [2014] NSWCA 4; 85 NSWLR 619 ( Phillips ) at [54]-[55].…
Burke v Burke
[2015] NSWCA 195
Para 1
…tion into account, or the converse, or that the result is so unreasonable or plainly unjust to bespeak error of such a kind: see Burke v Burke (No 2) [2015] NSWCA 195 ( Burke ) at [40], Bates v Cooke [2015] NSWCA 278 at [59]-[61]; Phillips v James [2014] NSWCA 4; 85 NSWLR 619 ( Phillips ) at [54]-[55].…
Salmon v Osmond
[2015] NSWCA 42
Para 1
…bered house in ordinary circumstances ( Kohari v Snow [2013] NSWSC 452 Hallen J, at [121]). Both decisions were subsequently cited in Salmon v Osmond [2015] NSWCA 42 at [109]-[110].…
Chapple v Wilcox
[2014] NSWCA 392
Para 1
…There was no social, domestic, or moral obligation on the part of the Testator here to provide for the second respondent: see Chapple v Wilcox [2014] NSWCA 392; 87 NSWLR 646 ( Chapple v Wilcox ) at [15]. That was a case where the will under consideration involved a grandfather of the claimant. The observation must…
Underwood v Gaudron
[2014] NSWSC 1055
…78]-[80], there citing Burke v Burke [2015] NSWCA 195; Nicholas v Tubb [2016] TASSC 53; Toscano v Toscano [2017] NSWSC 419; and Underwood v Gaudron [2014] NSWSC 1055). Each case must be considered by reference to its particular facts and circumstances (though see the summary of principles in Camernik v Reholc [2012]…
Bayssari v Bazouni
[2014] NSWSC 910
Para 1
…ft without adequate provision, it is necessary to consider the relationship with the deceased that gave rise to the entitlement: Bayssari v Bazouni [2014] NSWSC 910 at [60] per Ball J. I have emphasised entitlement because nowhere in the primary judge’s reasoning on the first stage of the enquiry (or at all) is the…
In the Estate of the late Anthony Marras
[2014] NSWSC 915
Para 1
…her financial and material circumstances: see Foye v Foye [2008] NSWSC 1305 at [14]-[15] (McLaughlin AsJ); In the Estate of the late Anthony Marras [2014] NSWSC 915 at [238] (Bergin CJ in Eq); and, more recently, Singh v Singh [2015] NSWSC 1457 at [153]–[154] (Black J)). In Collings v Vakas [2006] NSWSC 393, Campbe…
Phillips v James (No 2)
[2014] NSWCA 135
Para 1
…ch a kind: see Burke v Burke (No 2) [2015] NSWCA 195 ( Burke ) at [40], Bates v Cooke [2015] NSWCA 278 at [59]-[61]; Phillips v James [2014] NSWCA 4; 85 NSWLR 619 ( Phillips ) at [54]-[55].…
Phillips v James
[2014] NSWCA 4
Para 1
…peak error of such a kind: see Burke v Burke (No 2) [2015] NSWCA 195 ( Burke ) at [40], Bates v Cooke [2015] NSWCA 278 at [59]-[61]; Phillips v James [2014] NSWCA 4; 85 NSWLR 619 ( Phillips ) at [54]-[55].…
Hogan v Hogan
[2013] NSWSC 1405
…Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Henry v Hancock [2016] NSWSC 71 Hertzberg v Hertzberg [2003] NSWCA 311 Hogan v Hogan [2013] NSWSC 1405 House v The King (1936) 55 CLR 499 Ilott v The Blue Cross [2017] 2 WLR 979; 4 All ER 545 In the Estate of the late Anthony Marras [2014] NSWSC 915 Jo…
Slack v Rogan; Palffy v Rogan (No. 2)
[2013] NSWSC 827
Para 1
…oll JA agreeing) confirmed what his Honour had earlier stated when sitting as a single judge in Slack v Rogan; Palffy v Rogan [2013] NSWSC 522; 85 NSWLR 253 ( Slack v Rogan ) at [127], which relevantly included the following (emphasis added):…
Slack v Rogan
[2013] NSWSC 522
Para 1
…83], White JA (McColl JA agreeing) confirmed what his Honour had earlier stated when sitting as a single judge in Slack v Rogan; Palffy v Rogan [2013] NSWSC 522; 85 NSWLR 253 ( Slack v Rogan ) at [127], which relevantly included the following (emphasis added):…
Kohari v Snow
[2013] NSWSC 452
Para 1
…s [2004] NSWSC 419, at [110]), the community does not expect such a parent to provide an unencumbered house in ordinary circumstances ( Kohari v Snow [2013] NSWSC 452 Hallen J, at [121]). Both decisions were subsequently cited in Salmon v Osmond [2015] NSWCA 42 at [109]-[110].…
Oldereid v Chan
[2013] NSWSC 434
Para 1
…Examples of that type of approach being taken may be found in Oldereid v Chan [2013] NSWSC 434 at [57] and [62]; Roberts v Roberts (1992) 9 WAR 549 at 558; and Mayfield v Lloyd-Williams [2004] NSWSC 419 at [115] and [137] where White J (as his Honour then was) allocated a capital sum to provide for the vicissitudes…
Nowak v Beska
[2013] NSWSC 166
Para 136
…the better position in which the deceased was placed : Stott v Cook (1960) 33 ALJR 447 per Taylor J at 453-454, cited in Nowak v Beska [2013] NSWSC 166 at [136]. This is subject to the qualification that the court’s determination under s 59(1)(c) and s 59(2) is to be made having regard to the circumstances at the…
Camernik v Reholc
[2012] NSWSC 1537
Para 1
…e age, that is a relevant consideration in determining the applicant’s capacity to deal with his future. As stated by Hallen J in Camernik v Reholc [2012] NSWSC 1537 at [159], (notably referring to Crossman v Reidel [2004] ACTSC 127):…
Andrew v Andrew
[2012] NSWCA 308
Para 1
…equired to take into account community expectations and judgments of the fair and reasonable person in the community: Burke at [124]; Andrew v Andrew [2012] NSWCA 308; 81 NSWLR 656 ( Andrew ) at [95]; Hertzberg v Hertzberg [2003] NSWCA 311 at [34], McCarthy v McCarthy [2010] NSWCA 103 at [20] and Evans v Levy [2011…
Evans v Levy
[2011] NSWCA 125
Para 1
…A 308; 81 NSWLR 656 ( Andrew ) at [95]; Hertzberg v Hertzberg [2003] NSWCA 311 at [34], McCarthy v McCarthy [2010] NSWCA 103 at [20] and Evans v Levy [2011] NSWCA 125 at [51]. It is not always self-evident what the community expects, or what its standards or values are: Phillips at [113], per Basten JA.…
McCarthy v McCarthy
[2010] NSWCA 103
Para 1
…urke at [124]; Andrew v Andrew [2012] NSWCA 308; 81 NSWLR 656 ( Andrew ) at [95]; Hertzberg v Hertzberg [2003] NSWCA 311 at [34], McCarthy v McCarthy [2010] NSWCA 103 at [20] and Evans v Levy [2011] NSWCA 125 at [51]. It is not always self-evident what the community expects, or what its standards or values are: Phi…
Ford v Simes
[2009] NSWCA 351
Para 1
…In Ford v Simes [2009] NSWCA 351, Bergin CJ in Eq said at [71] (emphasis added):…
Butcher v Craig
[2009] WASC 164
Para 17
…ns of earning, an income, this could give rise to an increased call on the estate of the deceased: Christie v Manera [2006] WASC 287; Butcher v Craig [2009] WASC 164 at [17].…
Taylor v Farrugia
[2009] NSWSC 801
…tionship between the parties is such as to justify it, there might be such an obligation: McGrath v Eves [2005] NSWSC 1006; Taylor v Farrugia [2009] NSWSC 801. (c) Generally, also, the community does not expect a parent to look after his, or her, child for the rest of the child's life and into retirement, especiall…
Foye v Foye
[2008] NSWSC 1305
Para 1
…sion to disclose to the Court, as fully and as frankly as possible, all details of his or her financial and material circumstances: see Foye v Foye [2008] NSWSC 1305 at [14]-[15] (McLaughlin AsJ); In the Estate of the late Anthony Marras [2014] NSWSC 915 at [238] (Bergin CJ in Eq); and, more recently, Singh v Singh…
Christie v Manera
[2006] WASC 287
…ble to earn, or has a limited means of earning, an income, this could give rise to an increased call on the estate of the deceased: Christie v Manera [2006] WASC 287; Butcher v Craig [2009] WASC 164 at [17].…
Collings v Vakas
[2006] NSWSC 393
Para 1
…s [2014] NSWSC 915 at [238] (Bergin CJ in Eq); and, more recently, Singh v Singh [2015] NSWSC 1457 at [153]–[154] (Black J)). In Collings v Vakas [2006] NSWSC 393, Campbell J (as his Honour then was) stated at [67]:…
McGrath v Eves
[2005] NSWSC 1006
…ase, where assets permit and the relationship between the parties is such as to justify it, there might be such an obligation: McGrath v Eves [2005] NSWSC 1006; Taylor v Farrugia [2009] NSWSC 801. (c) Generally, also, the community does not expect a parent to look after his, or her, child for the rest of the child's…
Vigolo v Bostin
[2005] HCA 11
…d be of no real significance, provided that the nature of the first stage of the inquiry is not misunderstood . [5] The decision in Vigolo v Bostin (2005) 221 CLR 191; [2005] HCA 11 makes clear the multi-faceted approach necessary to be adopted… [6] What is “proper” requires an evaluative judgment that has regard to…
Crossman v Riedel
[2004] ACTSC 127
Para 1
…’s capacity to deal with his future. As stated by Hallen J in Camernik v Reholc [2012] NSWSC 1537 at [159], (notably referring to Crossman v Reidel [2004] ACTSC 127):…
Blair v Blair
[2004] VSCA 149
Para 1
…Society for the Propagation of the Faith v Scales (1962) 107 CLR 9 ( Pontifical Society )at 19 (per Dixon CJ, McTiernan J agreeing); Blair v Blair [2004] VSCA 149; 10 VR 69 at [15] (per Chernov JA, Nettle JA and Hansen JA agreeing); Grey v Harrison [1997] 2 VR 359 ( Grey ) at 363 (per Callaway JA, Tadgell JA and…
Mayfield v Lloyd-Williams
[2004] NSWSC 419
Para 1
…ing taken may be found in Oldereid v Chan [2013] NSWSC 434 at [57] and [62]; Roberts v Roberts (1992) 9 WAR 549 at 558; and Mayfield v Lloyd-Williams [2004] NSWSC 419 at [115] and [137] where White J (as his Honour then was) allocated a capital sum to provide for the vicissitudes and conveniences of life.…
Marks v Marks
[2003] WASCA 297
Para 43
…SC 127 at [49]. Likewise, the need for financial security and a fund to protect against the ordinary vicissitudes of life, is relevant: Marks v Marks [2003] WASCA 297 at [43]. In addition, if the applicant is unable to earn, or has a limited means of earning, an income, this could give rise to an increased call on…
Hertzberg v Hertzberg
[2003] NSWCA 311
Para 1
…fair and reasonable person in the community: Burke at [124]; Andrew v Andrew [2012] NSWCA 308; 81 NSWLR 656 ( Andrew ) at [95]; Hertzberg v Hertzberg [2003] NSWCA 311 at [34], McCarthy v McCarthy [2010] NSWCA 103 at [20] and Evans v Levy [2011] NSWCA 125 at [51]. It is not always self-evident what the community exp…
Macgregor v Macgregor
[2003] WASC 169
…serves to meet demands, particularly of ill health, which become more likely with advancing years, is a relevant consideration: MacGregor v MacGregor [2003] WASC 169 (28 August 2003) at [181], [182]; Crossman v Riedel [2004] ACTSC 127 at [49]. Likewise, the need for financial security and a fund to protect against…
Mulcahy v Weldon
[2002] NSWCA 206
Para 24
…Burke v Burke at [40] (Ward JA, Meagher and Emmett JJA agreeing); Mulcahy v Weldon [2002] NSWCA 206 at [24] (Hodgson JA, Handley and Campbell JJA agreeing).…
Singer v Berghouse
[1994] HCA 40
Para 1
…tage to make some general statements of principle. It is uncontroversial that the two-stage approach dictated by the High Court in Singer v Berghouse (1994) 181 CLR 201 remains appropriate. This was described in Singer as follows:…
Goodman v Windeyer
[1980] HCA 31
Para 1
…ame case, Gummow and Hayne JJ at [74] referred to the joint judgment in Singer v Berghouse at 211, which cited the below stated in Goodman v Windeyer (1980) 144 CLR 490 at 502 (emphasis added):…
Hughes v National Trustees, Executors and Agency Co of Australasia Ltd
[1979] HCA 2
…intenance of the applicant: Re Buckland Deceased [1966] VR 404 at 411; Hughes v National Trustees Executors and Agency Co. of Australasia Ltd [1979] HCA 2; (1979) 143 CLR 134 at 148; Goodman v Windeyer at 498, 505. But the Act does not permit orders to be made to provide for the support of third persons to whom…