Hatsatouris v Hatsatouris

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CITATION: HATSATOURIS & ORS. v. HATSATOURIS [2001] NSWCA 408
FILE NUMBER(S): CA 40284/01
HEARING DATE(S): 5 November 2001
JUDGMENT DATE:
30 November 2001

PARTIES :


Angelo George Hatsatouris, Maria Alexiou, Irene Antonas, Helen Purcell (Appellants)
Julia Hatsatouris (Respondent)
JUDGMENT OF: Priestley JA at 1; Powell JA at 5; Stein JA at 66
LOWER COURT JURISDICTION : Equity Division - Probate List
LOWER COURT
FILE NUMBER(S) :
118368/98
LOWER COURT
JUDICIAL OFFICER :
Foster AJ
COUNSEL: P.W. Taylor SC and Ms. K.E. Burke (Appellants)
I.G. Harrison SC and W.G. Hodgekiss (Respondent)
SOLICITORS: Nicholas G. Papas & Co. (Appellants)
Phillip Parbury & Associates (Respondent)
CATCHWORDS: Wills Probate and Administration - Testamentary instruments - Informal document intended to operate as a codicil to existing will - Time at which intention to be determined - Effect of subsequent change in intention D
LEGISLATION CITED: Wills Probate and Administration Act 1898 ss. 17,18A
CASES CITED:
In the Goods of Beetson (1848) 6 NC 13
In the Estate of Masters (deceased); Hill v. Plummer; Plummer v. Hill (1994) 33 NSWLR 446
Permanent Trustee Co. Limited v. Milton (1995) 39 NSWLR 330
The Public Trustee v. Commins; The Estate of Gwendolyn Myrtle Wray, Powell J 16 June 1992 (unreported)
Thorne v. Rooke (1841) 2 Curt. 798; 163 ER 589
Estate of Wilson (1991) 24 NSWLR 334
DECISION: Appeal dismissed





                          CA 40284/01
                          ED 11836/98
                          PRIESTLEY JA
                          POWELL JA
                          STEIN JA

                          30 November 2001

HATSATOURIS & ORS v HATSATOURIS

Judgment

1 PRIESTLEY JA: I have had the benefit of reading in draft Powell JA’s reasons for judgment. I agree with his reasons for interpreting s 18A of the Wills Probate and Administration Act 1898 (as amended) in the way that he does relevantly to the present case; that is, to the effect that among the situations to which s 18A(1) applies is the situation where a subsequently deceased person intended that a particular document, in existence at the time of the manifestation of that person’s intention, should, without more on that person’s part, operate as that person’s will.

2 In terms of this case, this means that the condition for application of s 18A(1) to the document signed by the now deceased Mr G.E. Hatsatouris on 16 December 1997 in the circumstances narrated by Powell JA, is the satisfaction of the court that when the deceased signed the document he intended it to constitute an amendment of his then existing will.

3 On the indisputable facts in this case the deceased had exactly the intention of which s 18A(1) speaks at the time he signed the document. Foster AJ was satisfied that that intention then existed and I do not think that satisfaction can be challenged in the appeal. It follows that Foster AJ’s decision was correct.

4 I agree with Powell JA that the appeal should be dismissed with costs.

The Appellants, to whom, together with the Respondent, Probate in common form of the Will dated 20 July 1995 and two Codicils dated respectively 7 February 1997…

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Details
Case
[2001] NSWCA 408
Decision Date

CaseChat Overview and Summary

The New South Wales Court of Appeal considered an appeal concerning the validity of an informal document as a codicil to an existing will. The dispute arose between the executor of the deceased's estate and a beneficiary, who sought to rely on the informal document.

The central legal issue before the Court was the time at which the deceased's intention that the informal document should operate as a codicil was to be determined. Specifically, the Court had to consider whether a subsequent change of intention by the deceased could invalidate the document if it had, at one point, been intended to operate as a codicil.

The Court applied the principles established in *Re Estate of Magnus* (1919) 19 SR (NSW) 278, which held that the crucial time for determining the testator's intention is the time of the document's creation. The Court reasoned that if the testator intended the document to operate as a codicil at the time of its execution, it would be valid, even if they later changed their mind. The appeal was accordingly dismissed.

Orders

Orders of the court

Appeal dismissed

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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