Isin v Ozen

Case [2017] NSWCA 316


Court of Appeal


Supreme Court


New South Wales

Medium Neutral Citation: Isin v Ozen [2017] NSWCA 316
Hearing dates:11 September 2017
Date of orders: 12 December 2017
Decision date: 12 December 2017
Before: Macfarlan JA at [1];
Leeming JA at [2];
White JA at [3]
Decision:

Appeal dismissed with costs.

Catchwords: EQUITY — Assignment — Of equitable interests — In real property — grant of life estate by deed — whether purported gift of fee simple was complete in equity — whether legal owners had done everything necessary required to be done by them to complete the transfer — whether transferors had relevant intention for appellant to be beneficially entitled to estate in fee simple — grant of life estate inconsistent with intention to gift estate in fee simple — whether legal owners held estate in reversion on trust for appellant — no error in primary judge’s findings
Legislation Cited: Duties Act 1997 (NSW) s 9
Evidence Act 1995 (NSW) s 144(1)(b)
Real Property Act 1900 (NSW) s 36(6)(b)(iii)
Cases Cited: Brunker v Perpetual Trustee Co (Ltd) (1937) 57 CLR 555; [1937] HCA 29
Cope v Keene (1968) 118 CLR 1; [1968] HCA 53
Corin v Patton (1990) 169 CLR 540; [1990] HCA 12
Norman v Federal Commissioner of Taxation (1963) 109 CLR 9
Category:Principal judgment
Parties: Durcan Isin (1st Appellant)
Ertunc Yasar Ozen (2nd Appellant)
Nur Seda Ozen as Administrator of the Estate of the Late Erdinc Ozen (Respondent)
Representation:

Counsel:
J C Giles SC with R Carey (Appellants)
J O’Connor (Respondent)

  Solicitors:
MCK Lawyers (Appellants)
Pelosi & Associates (Respondent)
File Number(s):2016/324495
 Decision under appeal 
Court or tribunal:
Supreme Court of NSW
Jurisdiction:
Equity Division
Citation:
[2016] NSWSC 1480
Date of Decision:
20 October 2016
Before:
Hallen J
File Number(s):
2013/381723

Judgment

  1. MACFARLAN JA:   I agree with White JA.

  2. LEEMING JA: I agree with White JA.

  3. WHITE JA:   This is an appeal from a judgment and orders of the Equity Division (Hallen J) made on 20 October 2016 dismissing the plaintiffs’ claims.

  4. As did the primary judge, I will refer to the parties, after their initial introduction, by their first names. I do so for ease of reading and intend no disrespect.

  5. The appellants were the plaintiffs below. The first appellant, Mrs Durcan Isin, is the mother of the second appellant, Mr Ertunc Ozen. The respondent and defendant below is Mrs Nur Seda Ozen (known as Seda). She is the widow of Mr Erdinc Ozen and administratrix of his estate. Erdinc died on 5 March 2013. He was Durcan’s second son and Ertunc’s younger brother.

  6. The appeal concerns the beneficial ownership of a property in Jean Street, Seven Hills (“the property”). As at 12 September 2016 the certificate of title shows the registered proprietors of the property as being Durcan for a life estate and Erdinc and Ertunc as tenants-in-common in equal shares of an estate in remainder. [1] Durcan, supported by Ertunc, claims that Erdinc and Ertunc intended to…

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AGLC
Isin v Ozen [2017] NSWCA 316
Case
[2017] NSWCA 316
Decision Date

CaseChat Overview and Summary

The dispute in *Isin v Ozen* concerned the equitable assignment of an interest in real property. The appellant, Ms. Isin, claimed to be the beneficial owner of a fee simple estate in certain land, alleging that the legal owners, the respondents, had gifted this interest to her. The matter came before the Court of Appeal of New South Wales.

The central legal issues before the Court of Appeal were whether the purported gift of the fee simple estate by the legal owners to Ms. Isin was complete in equity, and whether the legal owners had done everything necessary to be done by them to effectuate the transfer of that interest. Further, the Court had to consider whether the legal owners possessed the requisite intention for Ms. Isin to be beneficially entitled to the estate in fee simple, and whether the grant of a life estate to Ms. Isin was inconsistent with such an intention. The Court also considered whether the legal owners held the estate in reversion on trust for Ms. Isin.

The Court of Appeal found no error in the primary judge’s findings. The primary judge had concluded that the legal owners had not done everything necessary to be done by them to complete the transfer of the fee simple estate. Furthermore, the Court determined that the intention to grant a life estate was inconsistent with an intention to gift the entire fee simple estate. Consequently, the legal owners were not found to hold the estate in reversion on trust for the appellant.

The appeal was dismissed, and the appellant was ordered to pay the costs of the appeal.

Orders

Orders of the court

Appeal dismissed with costs.

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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